You never really appreciate something until you've taken a minute to learn how it works--and document management systems are no exception. Let's find out what makes this powerful, reliable solution tick!
How it Works
Document management solutions like Square 9 software have big, far-reaching benefits, but they're actually pretty simple in practice. Here's how it works:
- #1: A document is captured.
Document management solutions allow you to capture a file from any source. Scanners capture paper documents, online tools capture email documents, and import tools capture application-produced documents. Some software even does the organizational work for you, identifying what the document is for and where it should be stored.
- #2: The document is placed in a central storage location.
With document management, it's easier than ever to make sure everyone's on the same page. The software allows employees to access any file stored in a central storage location, no matter where those employees are located--and with tools like version control and user authentication, your files are safer than ever.
- #3: The document is distributed as needed.
Now that everyone has access to the file, it can easily be saved, shared, and distributed. Search features make it easy to find exactly what you need, while workflow automation does some of the work for you.
These three simple steps are the "heart" of document management--and the best part is that, although this example used only one file, document management can scale to fit all your needs. This means that it grows with you, changes depending on your goals, and helps you boost efficiency without sacrificing quality.
Ready to see document management in action? Want to learn more about Square 9 software? Contact us today!
