Lessons Learned About Software

Basic Must-Have Features of Document Management Systems

Businesses these days are encountering more challenges than they ever did before. With technology having such a great influence on nearly every part of modern business, organizations often struggle with how to best get through the workday. Thank God there’s document management software to the rescue.

In simple terms, document management software is a system that helps people store and keep track of digital documents. While this is the core function of the software, there are products created with functionality features such as:

Web Access
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Since employees may have to upload and download documents every now and then, cloud access is necessary. Although web-based document management systems are now becoming the standard in the industry, many options out there still don’t come with a web integration feature, and these products must be avoided.
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Smart Organization

Managing tons of documents can be difficult, specifically for expanding businesses. The bigger the company grows, the more extensive its document organization needs become. Organizational hierarchy is among the most crucial features to consider when deciding on a document management software solution. A smart filing system will help you find what you need with greater efficiency.

User-friendly Interface

Your employees are going to use your document management system everyday, so have to make sure the user interface will be easy on them. In fact, if it’s too complicated, productivity can actually suffer because of delays related to users having to sort out the system before being able to do what they have to. With a document management system that is too difficult to understand, the transition process itself can take much longer than usual.


Everyone has experienced a situation in which retrieving a prior document is impossible, and the only option is left is to begin from scratch. Good document management software saves each version of a document as it is uploaded, and allows you to go over its history before significant changes were made, as well as save what could be an otherwise useless file.


If you have a big staff, it will probably be difficult to keep track of the whole community. Permissions are a must in this scenario, as they allow you to select people who should be able to delete or make changes to particular files. Good document management software provides administrators full control in terms of assigning permissions, as a way to ensure that all files or the system as a whole is protected from unauthorized use.

Universal Compatibility

We all know how fast file formats can evolve. It is not worth investing in document management software that has limited adaptability. The more formats the software supports, the better.

When shopping for document management software, choose a product that offers all of the above features, plus a few others customized to your specific needs. Only then can the system become truly useful.