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Features of the Best Document Management Software

If you’re looking to improve your document storage, retrieval and archiving at your business, a top document management software will do more than replace the filing cabinets in your office. It can also help streamline business processes, reduce storage costs and reduce risks.

Innovative tools in a document management system allow you manage documents through their entire lifecycle, from creation to distribution and archiving. This is essential to ensure compliance with strict policy and security regulations (like HIPAA and Sarbanes-Oxley) and minimize the possibility of fines and revoked licenses.

Document management features include indexing to facilitate easy search and retrieval, helping you locate the correct file faster. The most effective systems allow categorization and tagging to make it easier for document identification. This improves document retrieval, increases searches and ensures conformity with document names and conventions.

An audit trail that is robust is another important aspect of document management. It reveals what and how users used or modified documents. This lets you be in compliance with privacy and data regulations and guard yourself against cyber-attacks.

A document management system of the highest quality will integrate with all other platforms and tools your business uses. This creates an integrated system that eliminates siloed information and simplifies the business processes. The interface should be simple and easy to use, reducing the learning curve for your employees and speeding up their adoption. It should also provide workflow automation and a standard and pre-defined process to speed up and error-free document processing. This improves productivity, enhances customer service and improves the efficiency of processes.

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