PDF Document

What is a Document?

A document is a record of ideas in written or digital form. It is used in offices, transactions, and for personal purposes. Important information is recorded in a document that gives benefits to the readers. Some examples of a document are a letter, an invoice, a history recording, a newspaper, a resume, a contract, a will, an executive order, and others. Documents are important which is why it is needed in a document checklist. With documents, we can make our projects and transactions possible. It is an official record that denotes authority. It is proof that something is done.

Some documents are technical and some documents may be simple like when you have a letter about your small business budget. Before you can make a business card or trade card, you should make a document that you can print to be a card. Some documents are notarized and some are not. Most documents today are done using software. In whatever form, documents help us in our everyday lives.

Types of Document

We handle different kinds of documents. Because they are needed in every transaction, we experience handling documents like receipts or letters in some things that we do. It may be needed to know the types of documents so that you will know the things that you are encountering. Consider the following and know some of the types of documents:

Proposals: A proposal is a document that needs a plan of action. It is sometimes made to gather funds. Sometimes, it is made to apply for a job or project. Many business proposals are made in different industries because it is how you can get a client. If you need a loan, you can also make a proposal or a loan proposal. Some examples of a proposal are a project management proposal, a graphic design proposal, a sales proposal, a freelance writing proposal, a CRM implementation proposal, an engineering services proposal, a financial services proposal, and a digital marketing proposal. When sending a proposal, you need to have great writing skills so that you can have a great chance that your client will accept your proposal. Projects depend on the greatness of your proposal so if you want to succeed, you have to excel in making a great proposal. Making a good and winning proposal means success for your business.Plans: Plans enfold the aspects of your business. It covers the directions to achieve your goals. With plans, you can build or break your business. Some examples of plans are marketing plans, sales plans, business plans, project assessment plans, action plans, integration plans, implementation plans, and financial plans. A plan covers everything that you need to do for your business. For example, a marketing plan is created to guide you on all of your marketing campaigns. Through the plan, you can execute strategies to make your business successful. With a plan, you can do something to ensure better sales for your business. Projects are meant to be successful through the guidance of plans. It can direct every team member so that they can be equipped on the things that they have to do to make their work effective.Contracts and Agreements: A contract and agreement is a promise between two parties. The terms of the contract and agreement are negotiated between the parties. They cannot put anything in the contract until both of them have mutually agreed on the terms. Contracts and agreements contain clauses that detail the things that both parties should follow. All the terms of the contract and agreement should be complied with or there will be a breach of contract and in most cases, one of the parties can sue the other party. Parties are obliged to follow the contract or agreement as they faithfully signed it. Some examples of a contract and agreement are a financial agreement, a lease agreement, an insurance agreement, an employment contract, a buying agreement, a sale contract, and a termination agreement. Signatures are a vital part of a contract or agreement. Without it, no contract or agreement will be legal.Reports: A report is a document that gives findings or evidence about issues. It contains facts that are given by informative texts. It gives an analysis of topics and provides a purpose to the audience. All reports are non-fictional and objective. It has the observation of an individual about a certain matter. It has headings, subheadings, sections, and subsections. The best information can be represented better through the use of bullet points. You can use graphs, quotes, or statistics to support your claims. Some of the parts of a report are the introduction, methodology, result, discussion, and summary. Some examples of a report are a patient medical report, incident report, audit report, home visitation report, product report, analytical report, informational report, industry report, operational report, and department report. All reports should be accurate to get the best results.Policies: A policy is a set of rules given by a company or institution. Through it, you can have an understanding of the work environment of a business. Policies are the protection of a business. Through it, safety guidelines can be implemented to ensure success for the business. With a policy, a company can have a framework to attain business goals. Policies are given in a written format to be accessible to employees or members. It has a great influence on the decisions in an organization. Some examples of a policy are a refund policy, insurance policy, customer service policy, and work-from-home policy.Letters: A letter is one of the common documents that we encounter. If we are about to be absent from school or work, we should make a letter. When we are going to request something, a letter is usually needed. It is a written message to another person. It can be written on paper or in the form of an email. Throughout human civilization, it is used as the media to exchange information. Letters are used for formalities and they can obtain numerous purposes. The types of letters are business letters, official letters, formal letters, personal letters, social letters, notice letters, order letters, and complaint letters. Some examples of a letter are a termination letter, a resignation letter, a proposal letter, a leave of absence letter, an excuse letter, and an offer letter.Financial Documents: You cannot run a business without financial documents. They are indispensable tools that are needed for business moves. Managing your money is easy with financial documents. You will know where your money is coming from and where it is going. Financial documents are reports that inform you about your assets and liabilities. Your income and expenses at a specific time will be known to you. All organizations rely on financial statements. Some examples of financial documents are notes to accounts, account receivables, tax returns, cash flow statements, balance sheets, and income statements. All of these are needed so that you can manage your business financials better.Research Papers: A research paper is a document in academic writing. Through it, students can give information on a topic. They can make their stand and give support for a good report. Research papers are scholarly articles with original studies. The process to make a research paper is extensive. Students have to apply a methodology to get the right observation. A research strategy is needed to find the right resources. Usually, an appointment with a librarian is needed to get references. You need a wide array of sources and all of your information should be reliable. Doing research papers is doing scholarly writing. It is a massive project where you need time management skills. You need to explore your selected subject to provide a good study.HR Documents: These documents are records of transactions and activities of a company. A business can be administered through HR documents. Some examples are operations manuals, instruction manuals, training manuals, and employee handbooks. These are proof of compliance with an organization.

How to Create a Document

Good documentation is needed in every industry. It can solve problems in your business. Making a document can be a task to do but it can give solutions to your work. For you to create a better document, you can follow the steps below.

1. Start a Page

The first thing to do is to start. You must open a page to create a document. This may depend on the word processor that you use. But just simply open a blank document. After that, you can be given options for the things that you can do.

2. Type Your Content

Then, you should start inputting what you need to include in the document. Be sure that you can create good work by including complete information in the document. Also, ensure that you are going to create an accurate report. Consider your audience in writing every document.

3. Apply Formatting

Your document will not be finished unless you format it. Google documents and Word documents contain some features so that you can make your document look good. Adjust the font and the overall format of your document.

4. Apply Strategies

Handling documentation may need some strategies. Know some techniques on how you can make better documents and how you can better keep them. This can help you with your work and give more benefits to your business.


What are the benefits of documentation?

The benefits of documentation are having good communication, having better workplace collaboration, retaining company knowledge, and having good learning management.

What are the tips on documents?

The tips on documents are avoiding unnecessary documents, following a good method in naming your files, storing related documents together, organizing documents, making digital copies, using a standard format, ensuring clarity, and keeping your documents updated.

Documents are essential in everything. But in every document, good writing skill is needed. This is one skill that we should master so we can ensure to create good documents. Through it, we can communicate our ideas effectively. Be good at creating documents so that you can achieve all your purposes.