How does a document management system (DMS) work?

A document management system (DMS) is a software application that helps organisations to manage their documents. DMSs typically provide features for storing, organizing, retrieving, and sharing documents.

DMSs work by capturing documents from various sources, such as paper documents, email, and scanned images. Once a document is captured, it is stored in a central repository. The document can then be organized using a variety of methods, such as by date, project, or client.

DMSs also provide features for searching and retrieving documents. Users can search for documents by keyword, date, or other criteria. Once a document is found, it can be viewed, printed, or shared with others.

DMSs can provide a number of benefits for organisations, including:
Improved efficiency

DMSs can help organisations to save time and money by eliminating the need to manually file and retrieve documents.

Increased productivity

DMSs can help organisations to improve their productivity by making it easier for employees to find and access the information they need.

Enhanced compliance

DMSs can help organisations to comply with regulations by providing a secure and auditable trail of documents.

Improved customer service

DMSs can help organisations to improve their customer service by making it easier for customers to access the information they need.

If you are looking for a way to improve the way your organisation manages its documents, a DMS may be a good solution for you.

Here are some of the key features of a DMS:
Document capture

The ability to capture documents from various sources, such as paper documents, email, and scanned images.

Document storage

The ability to store documents in a central repository.

Document organisation

The ability to organize documents using a variety of methods, such as by date, project, or client.

Document searching

The ability to search for documents by keyword, date, or other criteria.

Document retrieval

The ability to view, print, or share documents.

Document security

The ability to control who has access to documents.

Document versioning

The ability to track changes to documents.

Document workflow

The ability to automate document-related tasks.

If you are considering implementing a DMS, there are a few things you should keep in mind:

  • The size and complexity of your organisation.
  • The types of documents you need to manage.
  • The features you need from a DMS.
  • Your budget.

If this looks too cumbersome, we are there to simplify it for you. Contact us today to learn more about our services and to get a free quote.