There are many types of document management platforms however, the top ones come with various features that can help your business save time and money. These include collaboration, file-related workflow, and a central electronic location.
Many of the most popular document management platforms come with a mobile app that lets users access their documents from any device. This makes it much easier to share and collaborate with other team members regardless of where they are in the world.
Another feature worth looking for in a document management platform is the ability to set user permissions. This is crucial for efficiency and security. You want to make sure that only the essential information is accessible to your staff.
The most effective document management software will allow you to create and update multiple versions of documents. This feature will allow you to keep the track of any modifications made to your document so that you can locate it later.
OCR and image scanning are two of the most important elements of the software for managing documents. These features are helpful for companies with many paper documents which they wish to convert into digital documents.
It is also crucial to look for a document management program that has an e-signature function. This lets you deliver documents to people without printing them out and deliver them out in person. This is particularly beneficial when dealing with purchase orders or other documents that need to be signed by an administrator.