Choosing a Document Management System


You wouldn't make any old choice when it comes to the perfect car or the perfect house, so why rush into decisions about something that's just as important for your business? Document management systems can be your company's best friend--but only if you choose the right one for your needs.

The Right Call

It's not always easy to make the right call, especially when you have a lot of options. Document management, of course, is no exception--but the good news is that there is a way to be sure you're making the best choice for your company, both now and in the future.

All you have to do is ask these simple questions!

#1: Does this system have scanning solutions?

The truth about document management is that it's basically built on scanning solutions. Scanning is the bridge between physical files and digital ones, and it helps you transition to online tools, improved communication, and lower costs--so be sure your document management system supports scanning.

#2: Is communication a priority?

Documents should be available across all of your devices, and they should have important tools--like version control and password protection--to keep them efficient. If it doesn't prioritize communication, it's not the right document management system for you.

#3: What are the security options?

Document management should make it easy to keep data secure without interrupting efficiency. For example, you should have access to user authentication and access control tools, making sure that everyone can get to the documents they need (and not the ones they don't).

#4: Is it efficient?

Is there a file-naming convention that meets your needs? Are files easy to search by keyword? Can you access, share, and distribute documents with ease?

Choosing a document management system shouldn't be stressful. Contact us today for help making the right call!