How to Choose the Best Document Management Software

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A robust document management system can streamline workflows and make it easier to manage documents. Choosing the best DMS is based on your individual requirements for your business, so think about the features you’d like to see in a software program prior to searching for a specific platform.

To get the most value out of your document management software, look for one that works with all formats of your files and provides various ways to upload your documents including scanning, web uploads and cloud storage. It’s also important to find a solution that is scalable enough to accommodate your staff as they grow. Find a solution through a free trial, and a search function that is designed to be simple for navigation.

eFileCabinet is an advanced cloud-based tool for remote teams that ranks among the top three document management tools. Its desktop application and mobile application keeps employees connected to the central application regardless of where they’re working and its eDiscovery feature permits users to access documents to review and redact. Another top option is Rubex which blends document management with artificial intelligence to automate categorization and data capture. This tool automatically organizes documents based on names and content. It’s an absolute lifesaver for companies who deal with lots of documents every day for accounting and human resources.

You should consider a service that has a flexible pricing model to meet your budget needs and the future growth. For example, isoTracker offers several pricing tiers and an easy-to-use interface that allows you to evaluate prices, including price per user and storage, before connecting with an agent. The platform is specifically designed for midsized and large organizations and comes with powerful collaboration tools.