A document management system is a platform that companies use to store all their digital files, documents and other information. A DMS simplifies, automates, and organizes the entire workflow to manage, store and retrieving information. It is go now a crucial tool for organizations to manage the huge amount of information they have.
Document capture and digitization is the primary step, where physical documents are scanned or transferred into an electronic repository. The document storage process is usually followed by the indexing and classification of files. A powerful search feature is also available in many modern DMS tools. It lets users easily find a file by entering keywords or metadata.
Another important feature is collaboration, which enables teams to work on one project or task together. Some of the most highly-rated DMS platforms, like Fluix and PandaDoc provide offline mode, which allows teams to make use of mobile devices to work without internet connection. This lets them quickly collect data from remote locations and sync the data once they get back to the office.
Centralized storage also offers protection against data loss and helps businesses to comply with the law by making sure that all files are backed by an audit trail and can be restored to earlier versions at a glance. It is important to understand your business’s specific needs and requirements prior to deciding on the best DMS software. Take into consideration the file types you’ll need to save and the level of versioning you will need for documents of high value.