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Document Management Software
Document Management software automates the process of managing documents, from creation to storage to distribution, throughout an enterprise. Document management tools increase efficiency and reduce the cost and clutter of maintaining paper records. Document Management systems provide solutions for a wide range of document needs: from low specificity, high volume items such as standard forms; to highly specific, low volume items such as one-to-one correspondence. Document Management software is related to Digital IT Asset Management software and Knowledge Management software. Find the best Document Management system in Canada for your organization. Read more Read less
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Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Fileassure
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Features
- Access Controls/Permissions
- Electronic Signature
- Collaboration Tools
- Document Classification
- File Conversion
- Version Control
- File Sharing Software
- Compliance Tracking
- Archiving & Retention
- Document Generation Software
- Third-Party Integrations
Document Management Software Buyers Guide
Table of Contents
What is Document Management software?
Document management software helps users create, store, and share documents. From standard forms and contracts to one-on-one correspondence, Document Management tools help teams collaborate when working with shared documents. Document Management systems enable the digitized storage of company documents, reducing the use of paper and optimizing workflows. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease. In this guide, we will answer your questions about document management software, including benefits, features and a few things to consider when choosing a new tool, so that you may find the best document management software for your organization in Canada.
What are the benefits of Document Management Software?
Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.
Listed below are some advantages of using a document management solution:
- Access documents anywhere and anytime
- Collaborate through file sharing
- Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
- Reduce costs related to storing physical documents
What are the typical features of Document Management software?
Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality. Document storage: Store, access, share, and edit documents in a common platform. Full text search: Search for relevant files and documents by typing keywords into a search box. Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents. Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments. Document archive: Create a centralized repository for storing confidential and archived data for future reference.
What should be considered when purchasing Document Management Software?
- Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
- Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
- Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
What are the software trends related to Document Management software?
- Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
- Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.