Document management software is an application that organizes documents, automates workflows and improves productivity. It helps you store documents, manage and access information quickly using features like digital storage of files, OCR, indexing, tagging, search and collaboration capabilities. It offers a central repository to manage records, files, and data across different platforms and teams (e.g. ERP, CRM Business Communication Systems, CRM and Team Portals).

Document Management Software Best Practices

In the days of paper-based documentation, storing and processing hundreds of thousands of hard copies imposed an enormous burden on businesses and organizations. Particularly in highly regulated industries, these unstructured documents and records could be deemed obsolete or lost, or even compromised by unauthorised users.

Additionally when it comes to finding the right document, there can be many steps to take that leads to time wasted. A document management system allows users to quickly locate the file you’re looking for with its simple-to-use user interface. Users can look up details and locate documents by using metadata, titles, identifiers and other attributes.

Regardless of the https://www.dokusoftware.com/what-is-a-reference/ size or complexity of your organization there are many advantages of using document management software. It allows you to automate processes and streamline them to increase efficiency and efficiency across the entire team, from sales to quality assurance. It assists in improving security of your data and adhere to regulations by implementing guidelines like archive and retention of documents, as well as audit trails. Furthermore, you can save on space and costs by digitizing and storing documents electronically instead of storing them in storage cabinets or filing rooms.