Document management software is an application that organizes documents, automates workflows and improves productivity. It allows you to keep, manage, and access information quickly, by utilizing features such as digital file storage and OCR. It is a central repository to manage records, data, and files across multiple platforms and teams (e.g. ERP, CRM Business Communication Systems, CRM and Team Portals).

Document Management Software Best Practices

In the early days of paper documentation, companies and organizations were tasked with the responsibility of managing and storing thousands of hardcopies. These unstructured records and files, especially in industries with strict regulations, can become obsolete, lost, or hacked by unauthorised individuals.

In addition the process of finding the correct document, there might be lots of searching that leads to time wasted. With an efficient document management system, you can access the document you need faster thanks to an easy-to use interface that allows users to find information quickly and find documents by metadata, title, identifiers and other attributes.

Document management software can provide many advantages, regardless of the size and complexity of your company. It lets you automate tasks and streamline processes to increase efficiency and productivity across all departments, from sales to quality assurance. It helps you improve data protection and adhere to regulatory standards through policies like archive and retention of documents, and audit trails. Additionally, you can save on space and costs by storing documents electronically instead of in storage cabinets or filing rooms.

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