A document management system (DMS) automates the storage, organization, retrieval and sharing of information within an integrated digital ecosystem. It is a powerful tool that can reduce the use of paper and data loss, while also providing users with a structured workflow as well as enhanced security measures and streamlined processes.
The best document management platforms are designed to be user-friendly, so that everyone can navigate the interface without difficulty. They also have advanced search features that accelerate the process of finding documents that are based on metadata and content, as well as other. The best DMS solutions also offer a range of plan options and pricing structures to meet different needs of the organization, from small groups looking for basic document storage to large companies with advanced document management features.
One of the most essential document management features is version control. When documents are shared through email or other file sharing applications it can be difficult to track and prevent confusion between collaborators. Using DMS software that supports version control allows users to revert back to earlier versions, offering increased transparency and guaranteeing compliance.
In addition to having robust document storage, editing, and collaboration capabilities, a great DMS should also have automated workflow tools that simplify common tasks. Fluix for instance, simplifies workflows for document, letting team members to capture and sync files while offline. The documents are modified in the system once connected online. Furthermore, it supports the eSignature format and can be used with Zapier to create workflows that a knockout post automatically upload or update documents as they are updated.
