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Document management software is an excellent tool for your business. It can save you time by organizing all your documents into a central location. This lets you access, view and share them with your team members. It also offers security by stopping unauthorized individuals from accessing your documents. This is especially crucial if you’ve got client details for payment or trade secrets in your files.

The top DMSs include a variety of security features to keep your files safe. They could include secure encryption, a password-protected login, audit logs, and virtuele dataroom backup functions. You can also set permissions on those who are able to view or edit which files. Some of them even come with built-in search capabilities so you can quickly locate documents by tagging them or indexing them with metadata.

Mobile access and the ability to scale are other important aspects to consider when selecting the right DMS. If your business is growing, you’ll need a solution that can adapt to the demands of your business and accommodate the increasing number of documents you need to keep. Additionally, if your staff works remotely often it is important to have a solution that has an efficient mobile application or web browser access, so they can work from any location.

A reliable DMS should also enable you to streamline your workflows with automation capabilities. Imagine sending a form for signature to clients and receiving an email when they have signed. The document will then be automatically saved to the right folder within your DMS. This will save you time and minimize the chance of making mistakes manually such as omitting to save a signed document to the client folder.

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