There are many kinds of document management platforms, but the best ones have many features that can help your business save time and money. Some of these features include a central location for electronic files as well as what is a virtual data room workflows that are related to files and collaboration.
Some of the most efficient document management platforms also come with an app for mobile that lets you access your documents from anywhere using an mobile device. This makes it much easier to share your files and collaborate with other team members, regardless of where they are located in the world.
Another great feature to look for in a document management software is the ability to set user permissions. This is essential for security and efficiency purposes and you’ll want to ensure that your team can only access the information they need to see.
The best document management software will also have an option to create and update versions of documents. This feature allows you to keep track of any changes made to your document, so that you can locate it later.
Image scanning and OCR are also key features of a good document management software. These are excellent features for companies that have a lot of paper documents they wish to convert to digital documents.
It is also essential to find a document management program with an e-signature feature. This allows you to deliver documents to people without the need to print the documents and then hand them out in person. This can be particularly useful if you work with purchasing orders or other documents that require a manager’s signature.