Document distribution software offers businesses with a variety of tools to assist team members to request, collect information, manage, and share documents safely in paper or electronic form. It also automates a variety of tasks and reduces the time spent sending or re-sending documents to save valuable business hours.
Before deciding on a document management solution, you must be aware of your requirements. Some of the most popular features include:
Automate your digitization tasks by using scanning images and OCR software, which reads the text and convert it to searchable metadata. You can then easily locate and search for documents.
Simple interface allows users to arrange and find documents. It also supports tracking and tagging of files as well as an adjustable dashboard useful link that displays important metrics like document counts and workflow statuses. It also offers powerful integrations, such as Application Programming Information (API) and point-and-click integrations with more than 500 applications.
It is important to ensure that your everyone has access to the most recent versions of documents through the ability to control version and backup of documents. This feature protects important information from being accidentally deleted or overwritten, and also allows you to return to earlier edits.
Secure client portals make it easier for clients to browse and access documents. This means that you no longer need to send documents as attachments to emails, making it faster and more efficient. Some document management software offers additional features for clients including eSignature integration, as well as core workflow software integrations to enhance collaboration between your company and your customers.