There are many kinds of document management platforms, but the best ones have various features that can help you save time and money. Some of these features include a central electronic location along with workflows for files, as well as collaboration.
Some of the most effective document management platforms also include a mobile app that lets you access your documents from anywhere using a mobile device. This makes it easier to share and collaborate with team members regardless of where they are located in the world.
Another feature worth looking for in a document management platform is the ability to define user permissions. This feature is crucial to ensure security and efficiency, and you’ll want to ensure that your employees only access the information they need to view.
The most effective document management software will allow you to create and update multiple versions of documents. This will help you keep track of changes made to your document so that you can easily find it later.
OCR and image scanning are the two most important elements of the document management software. These features are helpful for companies that have a lot of paper records that they want to convert into digital documents.
It is also crucial to find a document management program that has an e-signature function. This allows you to deliver documents to people without printing them out and hand them in person. This is especially useful if you are dealing with purchasing orders or other documents that need to be signed by an administrator.