Choosing Document Distribution Software

Document distribution software offers businesses various tools that allow employees to request, collect and store documents, manage them, and share them securely, in either electronic or paper format. It streamlines many processes and helps reduce the time spent sending and resending documents.

It’s essential to comprehend the requirements of your document management prior to choosing the right solution. Some of the most popular features are:

Streamline digitization projects using image scanning and OCR capabilities that scan text and convert it into searchable metadata. You can then find and search for documents easily.

A user-friendly interface makes it easy to organize and locate documents using built-in tracking and taggers for files, as well as a customizable dashboard that provides important metrics like document counts and workflow statuses. It is a powerful tool for integrations, such as application programming information, or APIs, and point-and-click integrations with over 500 apps.

Document backup and version control ensure that all team members have the latest versions of documents. This feature helps protect important documents against accidental deletion or overwritten, and also allows you to go back to previous edits.

Help users to access and browse documents with a secure client portal. This eliminates the need for sending files as attachments in emails, making it quicker and more efficient. Certain document management software products include client portal features like eSignatures or core workflow integrations that increase collaboration between your business and your clients.

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