What Features Should Document Management Platforms Have?


There are many kinds of document management platforms, but the most effective ones include various features that will help your company save time and money. These include collaboration, workflow that is based on files and a central digital location.

A lot of the most well-known document management platforms offer an app for mobile devices that lets users access their documents from any device. This makes it much easier to share your files and collaborate with team members regardless of where they are located in the world.

Another feature worth looking for in a document management platform is the ability to define user permissions. This is crucial for efficiency and security. You must ensure that only the necessary information is available to your team.

The most effective document management software will also offer the ability to create and edit versions of documents. This will allow you to keep track of changes to your document so that you can easily find it later.

Image scanning and OCR are other key features of a good document management software. These features are great for companies that have a lot of paper documents they wish to convert to digital files.

It is also essential to find a document management program with an e-signature feature. This lets you send documents to people without having to print the documents and then hand them out in person. This is particularly beneficial when dealing with purchasing orders or other documents that need to be signed by an administrator.