Document distribution software provides companies with an array of tools that make it easier for employees to request, collect and store documents, organize them and share them securely, in either electronic or paper format. It also automates numerous tasks and reduces time spent sending or re-sending files to save valuable business hours.
It’s crucial to know the needs of your document management before selecting the best solution. Some of the most favored features include:
Streamline digitization projects using scans of images and OCR capabilities that take text and convert it into searchable metadata. It is then easy to locate and search for documents.
A simple interface lets users to arrange and find documents. It also includes file tagging and tracking, as well as a customizable dashboard which displays important metrics like document counts and workflow statuses. It provides powerful integrations, including application programming information, or APIs, and point and click integrations with over 500 apps.
Version control and backup of documents ensure that your team members always have the most current versions of documents. This feature prevents important information from accidentally being deleted or altered by a different person and allows you to return to earlier modifications.
Facilitate customers to access and view documents through a secure client portal. This eliminates the need for sending files as attachments in emails, which makes it easier and more efficient. Certain document management software solutions include client portal features like eSignatures or core workflow integrations that improve collaboration between your business and clients.