Document Management System

Document Management System

What is a Document Management System (DMS)?

What is a?document management system??Put simply, a document management system is an automated business software solution used to organize, secure, store, capture, digitize, and tag business files.

Many document management systems extend beyond basic functionality to include document-related workflows. There are a ton of other add-ons, features and capabilities touted by some document management systems — which has led to other names and designations like enterprise content management (ECM), enterprise information management (EIM) and?intelligent information management?(IIM).

The term?document management?often refers to an overarching strategy for how a company stores, manages and tracks its electronic documents.

How does a Document Management System Work?

Business.com?claims that there are three main functions of a document management system — to capture, store and distribute documents. Again, in its most basic definition, a document management system should at least do those three things well.

Document Management Systems Should Capture Documents from any Source

A document management system should have a way to input documents and files from varied sources. Some sources might include:

  • Scan, capture and digitize from paper files
  • Emails and attachments
  • External applications like CRM or ERP
  • User-generated content saved natively to the document management system

Once documents are loaded into the DMS from whichever source, the DMS should feature a way to index and classify those documents — often with metadata.

What are Document Management Systems Used for?

A document management system is used to automatically?organize,?secure,?digitize?and classify company documents, making them easy to access, edit and share. Originally, document management systems were borne as companies sought to shift operations away from a paper-based office — with manila folders and filing cabinets. Since then, document management has taken on a more central role in the enterprise tech stack, facilitating workflows and bridging disparate repositories into a central hub.

What Types of Document Management System are There?

There are a few different types of document management system — depending on how they are classified.

Cloud vs. On-Premises Document Management System

What does your preferred IT environment look like —?cloud-based, on-premises or hybrid?

Cloud-based document management systems store your files in the cloud, making them accessible anywhere there’s an internet connection.

Some companies may require on-premises document management, where files are stored on a local server. This may be necessary when certain regulations mandate local storage or when certain countries require data sovereignty, for example.

A hybrid DMS allows for a combination of both options.

What are the Main Features of an Effective Document Management System?

As mentioned, a document management system may have several features that graduate into more intelligent information management practices. Some key features to explore in a DMS include:

Search:?An effective DMS helps users find documents and information based on document identifiers, metadata, relationships and content.

Metadata:?93% of workers are unable to find a document because it has been poorly named or filed. In a DMS, because information is tagged with metadata based on what it is, the same information can be searched for and found using different criteria depending on the use case. Unique information appears dynamically where it is needed without duplication.

Integrations:?Many document management systems integrate with other business systems and repositories — email, network folders, CRM, ERP, legacy ECM and others.

Version control:?Version control features ensure access to the latest version of a document.?Version control?and tracking make it easy to see what has changed, who did it and when the change was made.

Regulatory compliance support:?If you operate in a regulated industry, a document management system can help reduce the risk of non-compliance. Users can automate audit trails and manage information and related workflows in accordance with?compliance regulations.

Scalability:?When selecting a document management system, a company should pay attention to the scalability of that system. Looking beyond current needs, find a DMS that has advanced features that accommodate busines growth or change.

Security:?A DMS should provide?robust security features?like?access permission and control?features, audit trails, federated authentication, enterprise file encryption in transit and at rest, intrusion detection, data loss prevention, high availability and more.

Usability:?Since a DMS becomes core technology for the business, it’s important that the user experience is a great one — with easy accessibility, little to no downtime and simple-to-use features. Employees should be able to easily access, manage and navigate files.

Collaboration:?A DMS should make it simple for users to?share and collaborate on documents?— with features like project document management, task tracking, workflows, co-authoring and easy sharing of documents between users.

Content intelligence:?Some advanced document management systems employ artificial intelligence. Artificial intelligence can help classify documents by populating metadata fields, scan files for certain data and separate business-critical data from clutter.

Workflows:?Manually managing day-to-day processes isn’t a good use of time. A DMS with?workflow automation?helps ensure consistency by verifying that every step in a business process is followed. Automated workflows streamline common business processes — like contract approvals, controlled content, and invoicing — sending a notification when there’s a task to be handled.

Remote Work:?A cloud-based DMS allows users to?access files from anywhere?and often from any device — enabling?remote work?anywhere: at the office, home, airport, hotel, coffee shop… anywhere.

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