There are a variety of document management platforms, but the most effective ones include various features explanation that can help you save time and money. These features include collaboration, workflows that are file-related and a central electronic location.
Some of the most effective document management platforms also have an app for mobile devices that lets you access your files from anywhere with a mobile device. This makes it simple to share your files and collaborate with colleagues regardless of their location.
Another excellent feature to look for in a document management system is the ability to set user permissions. This feature is important for security and efficiency, and you’ll want to ensure that your staff can only view what they are required to see.
The best document management software will also have an option to create and update versions of documents. This will help you keep track of changes to your document so that you can easily find it later.
OCR and image scanning are two of the most important elements of the software for managing documents. These features are great for companies with lots of paper documents that they want to convert to digital files.
It is also essential to look for an application that manages documents that includes an e-signature feature. This means that you can email documents to individuals for signature without having to print the document and give it to them in person. This can be particularly useful if you work with purchasing orders or other forms which require the signature of a manager.