Document management software is an application that manages documents, automates document workflows and boosts productivity. It allows you to keep, manage, and access information quickly with features like digital storage of files and OCR. It serves as a central repository to manage files, data and records across teams and platforms (e.g. CRM, ERP Business Communication Systems, CRM and Team Portals).

Document Management Software Best practices

In the days of paper-based documents, storing and processing hundreds of thousands of hard copies placed an enormous burden on companies and organizations. Particularly in highly-regulated industries, these unstructured documents and records could be deemed obsolete and lost or stolen by unauthorized users.

It can also be a hassle searching for the appropriate document. A document management system allows users to quickly locate the file you’re looking for by using an easy-to-use user interface. Users can search for documents and find them using metadata such as titles, identifiers, and other attributes.

Document management software can provide many benefits, regardless of the size and complexity of your business. It helps you automate tasks and streamline process to increase efficiency and productivity across all departments. From sales to quality assurance. It helps you improve the security of your data and conform to regulatory standards with policies such as document retention and archive, as well audit trails. Furthermore, you can save on space and costs by storing documents electronically instead of in storage cabinets or filing rooms.