Document management software is an essential tool for any business or institution that creates or receives files. It assists them in tracking the documents they produce, collaborate with each other on them, and store the documents securely in one place.
As they work and communicate with suppliers, clients, partners and others, most organizations produce many documents. This leads to the need for a comprehensive document management system that can manage all of the different types of files and workflows in an organisation.
The most effective document management systems come with a wide range of features that make them easy to use and secure, including version control and unified storage guidelines, granular permissions settings, auditing capabilities, document scanning, optical character recognition, and workflow automation tools that can be customized. You can also connect your system to other tools, such as email or project management platforms, and even your own web site for better integration.
Some of the most reputable document management software providers offer a free trial for prospective customers so that they can test out the product and evaluate its performance before making a purchase decision. They will also have comprehensive FAQs that provide answers to common questions regarding the product and its capabilities.
Implementing a document management program can take some time, since employees will have to upload and scan files. However the initial disruption is later compensated for by the increased productivity that is accumulated over months, weeks and years. A top document management system with SAS 70 Type 2 and ISO 27001 certifications can be beneficial for those working in highly-regulated fields.