10 Must-Have Features for Every Document Management System

In today’s digital age, a business generates and manages an ever-increasing amount of electronic documents. From invoices to contracts, reports to emails, keeping track of these documents can be a daunting task. This is where a document management system (DMS) comes in.

A document management system is an essential tool for modern businesses to efficiently manage their electronic documents. A DMS is a software system that allows businesses to efficiently store, organize, and manage electronic documents. With features such as document capture, storage, retrieval, version control, collaboration, and security, a DMS is an essential tool for any business looking to improve productivity, streamline operations, and ensure compliance.

With so many options available, it can be challenging to choose the right DMS. In this article, we will explore the top 10 must-have features in a DMS and explain why each one is important.

Capture and Scanning

Document capture and scanning allow businesses to easily convert paper documents into electronic format. This feature is essential for businesses that still receive paper documents, as it eliminates the need for manual data entry, reducing errors and saving time. DMS solutions such as FileHold and M-Files offer this feature.

Storage and Organization

Organizing electronic documents in a logical and efficient manner is crucial for any business. With document storage and organization, businesses can easily find and access the documents they need. A DMS like DocuWare provides automatic filing of documents in a user-friendly interface.

Version Control

Version control allows businesses to keep track of document changes and revisions, making it easier to collaborate with team members and maintain accuracy. A DMS such as SharePoint offers version control capabilities.

Retrieval and Search

Document retrieval and search features allow businesses to quickly and easily find the documents they need. A DMS like eFileCabinet provides search capabilities based on keywords and metadata.

Collaboration and Sharing

Collaboration and sharing capabilities allow team members to work on the same documents simultaneously and securely. A DMS such as Box offers this feature, with real-time updates and automatic version control.

Workflow Automation

Workflow automation allows businesses to streamline their document-related processes and increase efficiency. A DMS such as Laserfiche provides automation capabilities for document routing and approval processes.

Security and Access Control

Security and access control features ensure that only authorized personnel can access sensitive or confidential documents. A DMS like Alfresco provides advanced security features, such as document-level security and encryption.

Mobile Access

Mobile access capabilities allow team members to access documents on-the-go, improving productivity and flexibility. A DMS like DocStar allows users to access documents from any device, including smartphones and tablets.

Integration with Other Systems

Integration with other systems allows businesses to streamline their workflows by linking their DMS with other software applications. A DMS like OnBase offers integration with popular software such as Microsoft Office and Salesforce.

Customizability and Scalability

Customizability and scalability features allow businesses to tailor their DMS to their specific needs and easily scale as their business grows. A DMS such as PaperSave offers customizability and scalability features, allowing businesses to customize workflows and adapt to changing business needs.

A document management system can save businesses valuable time and money by automating workflows, enhancing security, improving collaboration, and making document management more organized. When choosing a DMS, it’s important to consider which features are most essential to your business and choose a solution that offers those features.

AdeptForms is a comprehensive document management system that simplifies the process of creating, sharing, and managing documents. Its intuitive interface, powerful automation features, and robust security measures make it an ideal solution for businesses of all sizes. Whether you need to streamline your workflow, improve collaboration among team members, or ensure regulatory compliance, AdeptForms has got you covered. With its flexible pricing plans and excellent customer support,

AdeptForms is the perfect choice for any business looking to optimize their document management processes. Contact AdeptForms today!

10 Must-Have Features for Every Document Management System