What are the functions of document management software?



Document management software is a digital solution that is particularly meant to store, track, manage, and retrieve digital documents. It also acts as a dependable Digital Document Creator. With the assistance of document management software, you can easily store digital documents in a centralized location, which makes it easy to manage and access them. This essentially includes creating, uploading, and categorizing documents. Apart from being an Online Document Creator, document management software can also be used for searching and retrieving documents efficiently and swiftly, with the use of keywords, metadata, or other search parameters. This function allows the system to majorly save the time of your staff and increase productivity by eliminating the need for searching documents manually.

A business may have to send a variety of documents to the customers, such as invoices, payment reminders, contract details, and even movie tickets. With document management software, such documents can be created and shared with customers in a jiffy via almost any popular platform like email and WhatsApp. Templates can be saved into the software for a variety of document type, making it simpler to personalize documents for each customer. Such features of this software allow it to act as a Customer engagement platform.

Document management systems can also ensure document security by controlling access to sensitive information, applying permissions and restrictions, and even tracking document history and activity. On the whole, such software is meant to provide a comprehensive solution to manage documents throughout their lifecycle.

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