Choosing Document Distribution Software

Document distribution software provides businesses with various tools that help employees to request, collect and archive documents, manage them and share them with security whether in electronic or paper formats. It also automates many of the tasks and cuts down on time spent sending or re-sending files to save valuable business hours.

Before choosing a document management solution, you must know your needs. Some of the most popular features include:

Streamline digitization initiatives that include scans of images and OCR capabilities that take text and convert it into searchable metadata. You can then search for and find documents.

A simple interface lets users to organize and find documents. It also provides tracking and tagging of files, as well as a customizable dashboard which displays important metrics like document counts and workflow statuses. It has powerful integrations that include information about programming in applications, or APIs, and point and click integrations with more than 500 apps.

Assuring that team members have access to the most current versions of documents using version control and document backup. This feature helps protect important documents against being accidentally deleted or overwritten, and also allows you to go back to previous edits.

Secure client portals make it easy for clients to see and access documents. This eliminates the need to send files as attachments in emails, making it faster and more efficient. Certain document management tools offer added client portal features such as the integration of eSignatures and core workflow software integrations that enhance collaboration between your company and clients.