Document management software is a program that organizes documents, automates workflows, and increases productivity. It helps you store, manage and access information quickly, thanks to features like digitized file storage, OCR, indexing, tagging and search capabilities, as well as collaboration capabilities. It serves as an integrated repository for managing documents, files and data across multiple platforms and teams (e.g. CRM, ERP Business Communication Systems, CRM Team Portals).

Document Management Software Best Practices

In the past, when paper was the primary method of documentation, companies and organizations were faced with the burden of storing and processing thousands of hardcopies. Particularly in highly regulated industries, these unstructured documents and records can become out of date or lost, or even compromised by unauthorised users.

It can also be time-consuming to search for the right document. With a document management system, you can access the file you need faster due to an intuitive interface that allows users to find information quickly and locate documents by titles, identifiers and metadata and other attributes.

Regardless of the size or complexity of your company there are numerous benefits of document management software. It helps you automate processes Continued and streamline them to increase efficiency and effectiveness across all departments, from sales to quality assurance. It also assists in improving the security of your data and conform to regulations by implementing policies like preservation and retention of documents, and audit trails. You can also save space and money by converting documents and storing them electronically, instead of in storage cabinets or filing rooms.