Document management software is a system for efficiently organising documents, automating document workflows and increasing productivity. It lets you store data, manage and retrieve information quickly with features such as digitized file storage, OCR, indexing, tagging and search, as well collaboration capabilities. It serves as a central repository to manage files, data and records across teams and platforms (e.g. ERP, CRM Business Communication Systems, CRM, and Team Portals).

Document Management Software Best practices

In the days of paper documentation, companies and organizations were required to take on the task of managing and storing thousands of hardcopies. Especially in highly regulated industries, these unstructured documents and records may become obsolete lost, stolen or compromised by unauthorized users.

It can also be time-consuming to find the right document. A document management system allows you to quickly find the file you’re looking for thanks to its easy-to-use user interface. Users can look up details and locate documents by using metadata title, identifiers, and other attributes.

Document management software offers many advantages, regardless of the size and complexity of your business. It lets you automate tasks and streamline process to improve efficiency and productivity across the entire team. From sales to quality assurance. It also helps you improve security of data and adhere to regulatory standards by implementing policies such as archive and retention of documents and audit trails. You can also save space and money by converting documents and storing them electronically instead of in filing cabinets and storage rooms.