Document management software is a computer system for efficiently organising documents to streamline workflows for document management and improving productivity. It allows you to organize, store, and access information quickly, with features like digitized storage for files and OCR. It provides a centralized repository for managing records, files, and data across different teams and platforms (e.g. ERP, CRM, business communication systems and portals for teams).

Document Management Software Best practices

In the early days of paper documentation, organizations and businesses were faced with the burden of storing and processing thousands of hardcopies. Particularly in highly-regulated industries, these unstructured documents and records could become outdated and lost or stolen by unauthorized users.

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

Document management software offers many benefits, regardless of the size and complexity of your business. It helps you automate processes and reduce the number of steps required to improve efficiency and productivity across the entire team, from sales to quality assurance. It also helps improve the security of your data and conform to the regulations by implementing guidelines such as preservation and retention of documents, and audit trails. Additionally, you can save on space and expenses by storing documents electronically, rather than in storage cabinets or filing rooms.