What is document management?

What is document management?

The process of collecting, storing, and retrieving electronic copies of formerly paper-based documents through PDFs, word processing files, and digital pictures is referred to as document management.

Many businesses utilise document management tools and systems to manage their digital documents and get extra protection, access control, centralised storage, and simplified search and retrieval options.

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What are the advantages of using document management software?

Document management software reduces expenses, the danger of human mistake, physical damage, retrieval problems, and provides practically limitless storage capacity as compared to manual processing of physical data.

Even while most companies still use physical file systems to hold paper documents, they are becoming less popular since most papers are now created digitally before being printed on paper only when absolutely required.

Document management systems utilise metadata (information such as title, description, and storage date) to simplify processes around digital documents by providing:

  • Indexing for search and retrieval is simple, which cuts down on the time it takes to locate the appropriate materials.
  • Access control and editing permissions to safeguard sensitive information have been added for further security.
  • Collaboration is improved by allowing many users to work on documents at the same time while the system tracks changes and history.
  • Version control–allows users to keep track of changes and their validity over time.

Access to material that is difficult to get by

You will be able to quickly locate and retrieve information if you use a document management system. Full-text searching allows you to rapidly discover what you’re looking for by searching the content of files, even scanned paper files. This saves time searching for files, reduces the difficulties of re-creating files that aren’t discovered, and encourages more information reuse.

Parameters for custom searches

In a document management system, you may create basic to sophisticated search queries to find the particular files you’re searching for. You might, for example, use file dates, notes, or process status as search criteria. Searches that are carried out often may be stored and re-run as required. For example, you might save a search to see all the files in a process that include a certain client’s name. Almost any set of search parameters may be stored and re-used at a later time.

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