There are many types of document management platforms however, the top ones come with various features that can help you save time and money. Some of these features include a central electronic location, file-related workflow, and collaboration.
Some of the most effective document management platforms also have an app for mobile that allows you to access your files from anywhere using the use of a mobile device. This makes it easier to share and collaborate with other team members, regardless of where they are located in the world.
Another feature you should look for in a document-management platform is the ability to set user permissions. This feature is essential to efficiency and security. You must ensure that only the required information is visible to your staff.
The best document management software will allow you to create and edit multiple versions of documents. This will allow you to keep track of any changes to your document so that you can easily find it later.
Image scanning and OCR are other key features of a good document management software. These are excellent features for businesses with a lot of paper records they want to convert into digital files.
It is also important to find an application that manages documents that has an e-signature function. This means that you can email documents to individuals for signature without having to print out the document and present it to them in person. This is particularly useful if you are dealing with purchase orders or other documents that require to be signed by the manager.
