What features shall I look for in a Document Management Solution?

What features shall I look for in a Document...

Didn't find your answer?

Being in the process of updating PaperLess software it would be important for us to know what are the most important features that accountants and finance professionals need to better perform their work.

Replies (1)

Please login or register to join the discussion.

avatar
By DMGbus
17th Nov 2015 18:21

Ease of finding dox is important

In any filing / data storage system the ability to rapidly find any given document is essential.

There are several ways to achieve this:

Tagging of documents (and ability to search by tag)No restriction (or limited restriction on file name length)Really effective ways to find documents by part of a file nameUse of widely used file formats rather than one-software-writer's own unique file typeSpeed with which documents can be saved into desired folders &/or taggedData back up (cloud based) could be a bonus (in case of host HDD getting errors)

 

Thanks (0)