Choosing Document Distribution Software
Document distribution software offers businesses an array of tools that help employees to request, gather and organize documents, manage them and share them securely, in either paper or electronic format. It automatizes numerous processes and reduces the time spent sending or resending documents.
It’s crucial to know the requirements for managing documents before choosing a solution. Some of the most favored features are:
Streamline digitization projects that incorporate image scanning and OCR capabilities that scan text and convert it into searchable metadata. You can then search for and locate documents easily.
A user-friendly interface makes it easy to organize and find documents using built-in tracking and tag files, and an adjustable dashboard that displays important metrics like document counts and workflow statuses. It also has powerful integrations, such as application programming information (API) and point-and click integrations with more 500 applications.
Make sure that the team members have access the most current versions of documents by using document backup and version control. This feature helps prevent important information from accidentally being deleted or rewritten by a third party and allows you to return to earlier edits.
Secure client portals make it easier for clients to browse and access documents. This eliminates the need for sending documents as attachments in emails, which makes it easier and more efficient. Some document management software solutions offer features for clients like eSignatures or core workflow integrations to improve collaboration between your company and clients.