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What Features Should Document Management Platforms Have? Leave a comment

There are many kinds of document management platforms but the best ones have various features that can help you save time and money. These features include collaboration, workflow that is based on files and a central digital location.

Some of the most useful document management platforms also include a mobile app that lets you access your files from anywhere using an mobile device. This makes it simple to share files and collaborate with team members regardless of where they are.

Another excellent feature to look for in a document management software is the ability to set user permissions. This feature is crucial for security and efficiency purposes, and you’ll want to ensure that your employees only view what they are required to see. a knockout post

The most effective document management software should also offer a feature that lets you create and edit versions of documents. This will allow you to keep track of changes to your document, so you can easily locate it later.

OCR and image scanning are two of the most important elements of the document management software. These functions are ideal for companies that have a lot of paper documents they wish to convert to digital files.

It’s also important to locate a document management software that has an e-signature tool included. This allows you to send documents to others without the need to print the documents and then hand them to them in person. This is especially useful when dealing with purchasing orders or other documents that require to be signed by the manager.

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