Choosing Document Distribution Software

Document distribution software offers businesses an array of tools that allow employees to request, collect and archive documents, manage them, and share them securely whether in paper or electronic format. It also automates a variety of tasks and reduces time spent sending or re-sending documents, saving valuable business hours.

Before you choose a document management solution, you must know what you require. Some of the most sought-after features include:

Streamline digitization projects using scans of images and OCR capabilities that read text and convert it into searchable metadata. You can then easily locate and search for documents.

A user-friendly interface allows you to organize and locate documents using built-in tracking and taggers, and an adjustable dashboard that displays important metrics like document counts and workflow statuses. It provides powerful integrations, including application programming information, or APIs, and point-and click integrations with more than 500 applications.

Version control and backups of documents ensure that team members always have the most current versions of documents. This feature safeguards important information against being accidentally deleted or overwritten and allows you to go back to previous edits.

Secure client portals make it simpler for clients to see and access documents. It is faster and more efficient to share files via email attachments. Some document management solutions offer additional features for clients, such as eSignature integration as well as core workflow software integrations to improve collaboration between your business and your clients.