Document management software is an application that organizes documents, automates workflows for document, and increases productivity. It helps you store, manage and access information quickly by utilizing features like digital file storage, OCR, indexing, tagging and search capabilities, as well as collaboration capabilities. It serves as an integrated repository for managing records, files, and data across different platforms and teams (e.g. CRM, ERP Business Communication Systems, CRM Team Portals).
Document Management Software Best practices
In the days of paper-based documents, keeping and processing hundreds of thousands of hard copies imposed an immense burden on businesses and organizations. Particularly in highly-regulated industries, these unstructured documents and records can become out of date, misplaced or compromised by unauthorized users.
It can also be time-consuming to search for the right document. Document management systems allow document management you to find quickly the document you’re searching for by using an easy-to-use user interface. Users can find information and locate documents with metadata, titles, identifiers and other attributes.
Document management software offers many advantages, no matter the size and complexity of your company. It allows you to automate tasks and streamline processes to improve efficiency and productivity across the entire team from sales to quality assurance. It helps you improve the security of your data and conform to regulations by implementing policies like document retention and archive, and audit trails. You can also save space and money by digitizing documents and storing them electronically rather than in filing cabinets and storage rooms.