Document distribution software offers businesses a range of tools that help employees to request, gather and archive documents, manage them and share them securely whether in paper or electronic format. It also automates numerous tasks and reduces time spent sending or re-sending documents to save valuable business hours.
It is important to know the requirements for managing documents before selecting the right software. Some of the most sought-after features are:
Streamline digitization projects with scans of images and OCR capabilities that read text and convert it into searchable metadata. You can then find and search for documents quickly.
An intuitive interface makes it easy to organize and locate documents by internet using built-in tracking, file tagging, and a customizable dashboard that provides the most important metrics, such as document count and workflow statuses. It also supports powerful integrations, such as information about application programming (API) and point-and-click integrations with more than 500 applications.
Assuring that everyone has access to the most up-to-date versions of documents through the ability to control version and backup of documents. This feature prevents important information from accidentally being erased or rewritten by another party, and lets you return to earlier edits.
Allow customers to access and view documents through a secure client portal. This means that you no longer need to send files as attachments in emails, making it faster and more efficient. Some document management software applications include client portal features like eSignatures, as well as core workflow integrations that improve collaboration between your company and your clients.