Editorial Guidelines  

DOCUMENT STRATEGY is dedicated to helping professionals modernize, manage and transform customer communications and experiences. Our editorial coverage explores the intersection of communications, customer experience, information management, technology, governance and business operations — with an emphasis on the strategies and decisions shaping today's organizations.

Our audience includes customer communications and customer experience leaders, technology and information management professionals, operations executives, digital transformation leaders, compliance and governance professionals, consultants, analysts and solution providers across industries including financial services, insurance, healthcare, utilities, government and other highly regulated or communication-intensive sectors.

DOCUMENT STRATEGY brings together practitioners, consultants, analysts, technology and service providers, and other subject-matter experts to share ideas, practical experience and informed perspectives that can advance the industry.

We welcome editorial contributions from individuals with relevant expertise. The following guidelines outline what we look for and how our editorial process works.

WHAT WE'RE LOOKING FOR
The strongest DOCUMENT STRATEGY articles help readers understand a challenge, change or opportunity affecting customer communications, customer experience or information strategy — and give them useful insight into what to do about it.

We are particularly interested in articles that:

• Examine emerging trends and their practical implications
• Help readers navigate business, operational or technology challenges
• Share lessons learned and actionable strategies
• Challenge conventional thinking or offer a fresh industry perspective
• Explain how new technologies or approaches are changing established processes
• Address the realities of implementation, governance, compliance and organizational change
• Connect technology decisions to customer and business outcomes

Articles should go beyond explaining what a trend or technology is and help readers understand why it matters, what is changing and what organizations should consider next.

EDITORIAL COVERAGE
DOCUMENT STRATEGY considers editorial proposals and contributed articles throughout the year. Our primary coverage areas include:

• Customer Communications Management & Customer Experience
• Content & Information Management
• Process Automation & Workflow
• Compliance, Risk & E-Discovery
• Records & Information Lifecycle Management
• Omnichannel Experience Management
• Data Privacy & Security
• Document & Communication Design
• Marketing Technology & Customer Engagement
• Artificial Intelligence & Intelligent Automation
• Cloud & Digital Transformation
• Emerging Technologies & Industry Trends

We also regularly examine these topics through the lens of specific industries, including financial services, insurance, healthcare, utilities, government, telecommunications, retail and other sectors managing complex customer communications and information environments.

Topics outside these categories may also be considered when they are relevant to the DOCUMENT STRATEGY audience.

WHO CAN CONTRIBUTE
We welcome contributions from industry practitioners, consultants, analysts, researchers, technology and service providers, and other subject-matter experts.

Authors should have professional experience, expertise or a well-informed perspective directly related to the subject they are addressing. Articles should provide original insight, analysis or practical guidance rather than simply summarize information readily available elsewhere.

Contributors affiliated with vendors or service providers are welcome. However, editorial articles must remain educational and vendor-neutral. They should address the larger industry challenge or opportunity rather than position the contributor's company, product or service as the solution.

Editorial consideration is independent of advertising or sponsorship. Contributors are not required to advertise with DOCUMENT STRATEGY in order to be considered for editorial publication, and purchasing advertising or sponsorship does not guarantee editorial coverage.

Content that is primarily promotional or focused on a particular commercial solution may be more appropriate for a sponsored-content opportunity.

ARTICLE PROPOSALS
Prospective contributors are encouraged to contact the Managing Editor with a brief proposal before preparing a full article.

A proposal should include:

• A working title or topic
• A brief description of the article's central idea
• Why the issue matters to DOCUMENT STRATEGY readers
• The key takeaway or practical value readers will receive
• The proposed author's relevant expertise and affiliation

A full manuscript is not necessary for initial consideration.

Approval of a proposal indicates editorial interest in the topic but does not guarantee publication of the final manuscript. All articles are subject to editorial review.

EDITORIAL STANDARDS
Contributed articles should be educational, substantive and written for an industry-wide audience.

Submissions should:

• Typically range from 700–1,200 words unless otherwise arranged
• Have a clear point of view, central argument or practical takeaway
• Avoid promotional references to the author's company, products or services
• Explain acronyms and specialized terminology on first reference when appropriate
• Attribute research, statistics, quotations and other sourced information
• Include links to original or authoritative sources when available
• Be fact-checked by the author before submission
• Clearly distinguish established facts from opinions, predictions or interpretations

Authors are responsible for the accuracy of names, statistics, claims, quotations, company and product information, citations and other factual material contained in their submissions.

DOCUMENT STRATEGY reserves the right to edit submissions for clarity, length, style, accuracy, formatting and alignment with our editorial standards. Substantive changes may be returned to the author for review when appropriate.

AUTHORSHIP & AI-ASSISTED CONTENT
The individual credited as the author must have meaningful involvement in developing, reviewing and approving the article and must be able to stand behind its ideas, accuracy and conclusions.

Artificial intelligence tools may be used to assist with activities such as brainstorming, outlining, research organization and editing. However, AI-generated material should not replace the author's own subject-matter expertise, analysis, experience or perspective.

Authors remain fully responsible for verifying all facts, statistics, quotations, citations, sources and claims, regardless of whether AI tools were used during preparation.

DOCUMENT STRATEGY may ask contributors to clarify how AI tools were used in developing a submission when appropriate and reserves the right to reject content that lacks meaningful human expertise or originality.

AFFILIATIONS, BIOS & LINKS
All relevant professional and company affiliations must be disclosed.

Authors should provide a brief professional bio of approximately 50–80 words along with a current professional headshot. The bio may include the author's title, company, relevant experience and a link to the company's primary website or the author's professional profile.

Links within an article should support the editorial content and provide genuine value to readers. Links to independent research, reports, standards, regulatory information and other authoritative sources are encouraged.

Links to a contributor's own company resources may be considered when the material provides substantive educational or research value and is directly relevant to the article. Inclusion of any link is at the discretion of DOCUMENT STRATEGY.

Editorial contributions are not accepted for the primary purpose of link building, search engine optimization or lead generation.

ORIGINALITY, PUBLICATION RIGHTS & REUSE
Submissions should be original to DOCUMENT STRATEGY and should not have been previously published elsewhere unless discussed with the Managing Editor in advance.

Authors must have the right to submit all text, images, charts, data and other materials included with their contribution.

Unless otherwise agreed upon, authors retain ownership of their work while granting DOCUMENT STRATEGY and its publisher the right to edit, publish, distribute, archive and promote the article across its print, digital, email and social media channels.

Following its original publication by DOCUMENT STRATEGY, authors may republish or adapt their article on their own website or through another publication, provided the subsequent version acknowledges that the article originally appeared in DOCUMENT STRATEGY and includes a link to the original article when available.

Third parties wishing to reproduce a DOCUMENT STRATEGY article in full should contact DOCUMENT STRATEGY for permission.

CITATIONS & THIRD-PARTY USE
Information or excerpts from DOCUMENT STRATEGY articles may be cited with appropriate attribution to the author and DOCUMENT STRATEGY.

When referencing a DOCUMENT STRATEGY article, citations should include, as appropriate:

• Author
• Article title
• DOCUMENT STRATEGY
• Publication date
• Link to the original article on documentmedia.com

Requests to reproduce a complete article, substantial portions of an article, original graphics or other copyrighted editorial material should be directed to the Managing Editor.

IMAGES, CHARTS & SUPPORTING MATERIALS
Contributors may submit original charts, graphics or other supporting materials when they add meaningful value to the article.

Images and graphics should be submitted separately rather than embedded within the manuscript whenever possible. Contributors must have permission to provide any copyrighted images, charts or other materials submitted for publication.

DOCUMENT STRATEGY may select or replace imagery as part of the editorial and design process.

SUBMITTING YOUR IDEA
Article proposals and completed manuscripts may be submitted electronically to:

Erin Eagan
Managing Editor, DOCUMENT STRATEGY
erin@rbpub.com

Word documents are preferred for completed manuscripts.

Please include the author's name, title, company, email address and brief professional bio with the submission.

DOCUMENT STRATEGY receives editorial proposals from a variety of sources and cannot guarantee publication of unsolicited submissions. Final publication decisions are made at the discretion of the editorial team.