Document distribution software supplies businesses with a variety of tools that aid team members to request, collect information, manage, and share documents in a secure manner regardless of whether they are in electronic or paper forms. It also automates numerous tasks and cuts down on time spent sending or re-sending documents to save valuable business hours.
It’s crucial to know the requirements of your document management prior to selecting the right software. Some of the most well-known features are:
Streamline digitization projects using images scanning and OCR capabilities that read text and convert it into searchable metadata. You can then search and locate documents quickly.
A simple interface makes it easy for users to arrange and find documents. It also offers the ability to tag and track files, as well as a customizable dashboard which displays key metrics such document counts and workflow statuses. It also supports robust integrations, including applications programming information (API) and point-and-click connections with more than 500 applications.
Version control and backups of documents ensure that all team members have the latest versions of documents. This feature helps prevent important information from being accidentally erased or rewritten by another entity and allows you to return to earlier modifications.
Secure client portals make it easier for users to view and access documents. This means that you no longer need to send files as attachments in emails, which makes it easier and more efficient. Certain document management tools offer additional features on the client portal, such as eSignature integration and core workflow software integrations to improve collaboration between your business and your customers.
