Document distribution software gives businesses an array of tools that allow employees to request, gather and store documents, organize them and share them in a secure manner in either electronic or paper format. It automates many processes and helps reduce the time required to send or resend documents.
It is important to know the needs of your document management before choosing the best solution. Some of the most popular features are:
You can streamline your digitization projects by using scanning images and OCR, which can read the text and convert it into searchable metadata. You can then search and find documents easily.
A user-friendly interface allows you to organize and find documents with built-in tracking and taggers for files, as well as a customizable dashboard that shows key metrics like document counts and workflow statuses. It also supports powerful integrations, including information about application programming (API) and point-and-click connections with more than 500 applications.
Make sure that team members have access to the most current versions of documents through version control and document backup. This feature protects important information from being accidentally deleted or overwritten by another party and allows you to go back to previous modifications.
Secure client portals make it simpler for clients to browse and access documents. This eliminates the need to send documents as attachments to emails, making it faster and more efficient. Certain document management software products offer features for clients like eSignatures or core workflow integrations to improve collaboration between your company and your clients.