eBook: The Document Management Software Buyer's Guide

According to IDC, the amount of data that exists across the globe will balloon to over 200,000 exabytes by 2026.

Download our guide to learn how organizations can centralize and manage growing volumes of data with a document management system (DMS).

In This Guide:

A clear definition of document management and its benefits.
Document management system use cases with real-world examples.
Factors you should consider when comparing document management systems.
A step-by-step guide to the DMS platform procurement process.

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Topics Covered in the eBook

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Work Smarter with Optimized Processes

Design No-Code Workflows

Map out and automate tasks in your business processes with a code-free drag-and-drop designer to take an item from â€œinitiatedâ€ to â€œcomplete.â€

Quickly Route Data with Powerful Forms

Speed up manual approvals and automatically route submitted form data into your CRM, ERP or legacy systems.

Improve Data Management

Easily build metadata templates to categorize documents, improve searchability and power your business processes.

Key Takeaways from the Guide

Benefits of a Document Management System

Learn how document management tools can improve business efficiency and reduce costs — all while keeping teams in the loop on ongoing projects.

Choosing the Right Platform For Your Business

Understand how to evaluate competing document management systems and choose the platform that best meets your organization's needs.

A Document Management System In Action

Discover real-world applications for document management systems and learn how to implement document management across departments.

Power Collaboration, Organize Your Content

Organize information across the enterprise so the right people have access to the right content — whether they're in the office, working remotely, or they're a client or constituent accessing documents.

#1

Connect and Collaborate with Teammates and Customers

Simultaneously edit documents with internal team members, publish read-only content to a public portal, or share content with external clients via trackable links.

#1

Search and Retrieve Documents at Scale

Quickly locate files and view documents across the enterprise by centralizing and organizing content in a repository with comprehensive search capabilities.

#1

Improve Transparency Without Sacrificing Security

Granular access control enables administrators to restrict user actions and access to sensitive files, while audit trail provides visibility into who accessed what content and when.

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