Choosing Document Distribution Software
Document distribution software provides businesses with a variety of tools to enable employees to request, gather and organize documents, manage them and share them securely whether in paper or electronic format. It also automates a variety of tasks and reduces time spent sending or re-sending documents, saving valuable business hours.
It is important to know your document management needs before choosing the right solution. Some of the most frequently used features are:
You can streamline your digitization projects by using images scanning and OCR that can read the text and convert it to searchable metadata. You can then find and search for documents easily.
Simple interface allows users to arrange and find documents. It also offers file tagging and tracking as well as a custom dashboard that shows the most important metrics, such as document counts and workflow statuses. It also provides strong integrations, including Application Programming Information (API) and point-and-click integrations with more than 500 applications.
Make sure that team members have access the most up-to-date versions of documents with document backup and version control. This feature prevents important information from accidentally being deleted or rewritten by a third person and allows you to revert to previous edits.
Allow users to access and browse documents with a secure client portal. This removes the need to attach documents as attachments in emails, which makes it easier and more efficient. Certain document management software solutions include client portal features such as eSignatures and workflow integrations to improve collaboration between your company and your clients.