Choosing Document Distribution Software

Document distribution software offers businesses with a range of tools that help team members to request, gather, store, manage and share documents safely regardless of whether they are in electronic or paper forms. It automatizes a variety of processes and cuts down on the time required to send or resend documents.

Before you choose a document management solution, it’s crucial to understand your needs. The most commonly used features are:

Streamline digitization projects using scans of images and OCR capabilities that read text and convert it into searchable metadata. You can then search and find documents quickly.

An intuitive interface allows you to organize and find documents by using built-in tracking, taggers, and a customizable dashboard that provides important metrics like document counts and workflow statuses. It provides powerful integrations, including application programming information, or APIs, as well as point-and-click integrations with more than 500 apps.

Version control and backups of documents ensure that the team members always have the latest versions of documents. This feature guards important data against being accidentally deleted or overwritten and allows users to go back to previous edits.

Facilitate clients to access and view documents through a secure client portal. It is faster and more efficient to send documents as email attachments. Some document management software applications include client portal features such as eSignatures and workflow integrations that improve collaboration between your company and your clients.

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