What Features Should Document Management Platforms Have?

There are a variety of document management platforms but the best ones have various features that will help your company save time and money. These include collaboration, workflow that is based on files and a central electronic location.

A lot of the most well-known document management platforms offer a mobile app that allows users to access their documents from any device what is a virtual data room . This makes it simple to share files and collaborate with colleagues regardless of where they are.

Another feature worth looking for in a document management platform is the ability to define user permissions. This feature is important for security and efficiency and you’ll want to ensure that your staff can only access the information they need to view.

The best document management software should also have an option to create and update versions of documents. This feature will allow you to keep track of any changes made to your document, so that you can find it later.

OCR and image scanning are key features of the software for managing documents. These are excellent features for companies with lots of paper documents they wish to convert into digital files.

It is also essential to find a document management software with an e-signature feature integrated into it. This means that you can send documents to signers without having to print out the document and give it to them in person. This can be particularly useful in the case of buying orders or other documents that require the signature of a manager.

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