Collaboration efforts, such as sharing documents, viewing changes (like in an organized revision history), or simultaneously working on a document with another user (available in both Ascensio System OnlyOffice and Microsoft SharePoint Online), are the kind of capabilities that will improve your teams' efficiency.Īnother common scenario is integrating your DM system with other business apps. For most organizations, this won't be the most important factor when evaluating a DM system. However, you shouldn't look at this as a key buying criteria because storage is the easy part. Many of the DM systems we reviewed include some amount of online cloud storage, such as Adobe Document Cloud Standard, Ascensio System OnlyOffice, and Microsoft SharePoint Online. This not only improves reliability in the data behind your documents but also improves the odds that users can track down the documents they need. Some solutions, such as Microsoft SharePoint Online, provide features that will automatically classify or tag documents based on rules you configure. Capabilities such as tags and customizable key fields are important for finding files after their storage location has fallen from corporate memory. Most often, this will come in the form of a "smart search" feature this is another key feature you should test during your evaluation phase. Even today, there are some proprietary file types, especially in custom-built line of business (LOB) applications, that not every DM system can support.Īside from that, the DM system should also provide tools to organize these files and find those that meet certain user-defined criteria, with a minimal amount of effort or system resources. Storage and CollaborationĮven at its most basic, a DM system should be able to store documents in a wide variety of file types, though you should check your organization's requirements carefully in this regard and match those up against any potential system prior to purchasing. If you're simply looking for online storage in the vein of Dropbox Business or Google Drive for Work, then you can read our reviews of those products in our best cloud storage and file sharing providers roundup. Even in terms of collaboration, there are significant improvements to be had simply by transitioning away from the traditional corporate file share.Īnd let's be clear: When we talk about DM in this review roundup, we're focusing on DM systems that can offer enterprise-level file management, including routing, retention, and sometimes even support for paper file handling, including offsite storage and insurance. Tracking changes to a document stored in a shared folder on a corporate server is nearly impossible for users, as is maintaining and evaluating an audit trail. While there are certain capabilities available to set permissions on a file or folder, these permissions can be rapidly degraded or defeated entirely simply by moving files from one folder to another. For starters, traditional file storage makes security difficult to manage and maintain. In addition to new efficiency, DM systems can also act as collaboration tools, ones that combine new ways of communicating with equal attention paid to legitimate regulatory needs. With all that power, it's no surprise that worldwide revenue projects for DM and enterprise content management (ECM) systems are steadily tracking up, as shown in the chart below from market research firm, Statista.ĮCM Worldwide Revenue, 2017-2027 (Billions USD)
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The ability to classify data is another DM capability that can completely change the way your organization maps its workflows. It is the starting point for storing, securing, and sharing various business documents. Version control, workflows, access permissions, backup, and data protection can also be handled by a DM solution. The most basic reason is having a place to store and organize documents. Businesses generate a lot of data regardless, so choosing a reliable and scalable DM system is key to streamlining and automating workflows.įor SMBs, an efficient DM system can make for better overall performance for several reasons.
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Many small to midsize businesses (SMBs), such as legal firms, creative firms, or media and publishing organizations, aim to go paperless and are looking for the right tool to do so.
BEST OFFICE 365 DOCUMENT MANAGEMENT SOFTWARE FOR MAC HOW TO
How to Choose the Right Document Management Software What Is Document Management Software?ĭocument management (DM) software encompasses a wide range of features and functionalities, many of which are critical to effectively running a business.