As businesses grow they will find their documentation management and handling needs become more sophisticated. For example, when sales documents become more stringent in terms of their requirements when they become commercial plans and opportunities with deadlines and precise specifications it’s likely that they need a document management solution to operate more like a Quality Management System and have features like ‘phase Gating or the ability to create auditable technical files in strict compliance with specifications.
This is where the appropriate EDMS can be of assistance. The right EDMS offers clear, organized digital areas for documents that span the gamut of operations from basic business forms (e.g. invoices and receipts, contracts and reports) to highly specialized, industry-specific documents like proposals. This allows teams to focus on the aspects that matter to them, and managers to introduce automation features that speed up and improve workflows.
The right EDMS can allow users to discover this info here keep track of changes to a document by providing a versioning system, as well as a record as to what was changed and when. This assures that the most current version of a document is always accessible and will help to ease any confusion or misunderstanding that may have occurred between team members.
The correct EDMS will allow teams to communicate in a well-organized manner while keeping sensitive data secure. This could include commenting tools, mark-up options and other options for censorship that allow only team members with the correct permissions to view information that is relevant to their role.