3 Things to Know About Document Management

document management

Document management is a system that is bound to make your life less stressful. If you find yourself searching for documents in your filing cabinet and spending excess time at the scanner to share files, it’s time to learn about document management.

1. Capture from Any Source

Document management systems store and index your files for easy retrieval. An increase in productivity benefits from the ability to capture from any source. Scanned documents are the most commonly captured and help to reduce paper in the office. Documents can also be captured from email for secure storage of files shared from a client or community partner. System generated reports can be captured and stored in the cloud making them available to managers and team members.

2. Central Document Storage

Document management systems give a whole new meaning to teamwork. With files located in a central location, individuals can access and revise records simultaneously. Instead of printing out a paper every round of edits, cloud software saves your departments time and quickens the speed of projects. Security concerns are covered as there is explicit detail about who accesses a document and when holding people accountable. In addition to tracking changes, you can set passcodes to limit access to authorized users.

3. Retrieval and Distribution

As mentioned previously your data is indexed for quick retrieval. If you need to find documents with a specific account number or date, you can narrow your search quickly. Document management also makes it easy to email files directly from your cloud software. Gone are the days of looking through a filing cabinet and scanning paper before you can share it.

Document management will simplify your office workflows. Capture from any source, have it stored centrally and retrieve it efficiently. If document management sounds like the right fit for your company, call us today!

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