Skip Navigation

Features You Want in Your Document Management Software

Features You Want in Your Document Management Software

These days, document management software can come with all kinds of bells and whistles.

These days, document management software can come with all kinds of bells and whistles. Newer technology has offered so many possibilities and that means plenty of features you can shop around for. With every document management software advertising itself as having features you should care about, how do you know what’s really helpful for you and your needs?

Great news—we’ve got the rundown on what document management software features you should look out for. Before you start looking around at what’s out there, read on to get an understanding of what those features can do for you.

Cloud Access

Since the internet is so prevalent these days, it’s always nice to be able to access your documents from anywhere. Cloud-based document systems can help you get quick, easy access to your files and folders no matter where you are. This may even include access on your mobile devices or additional file sharing features if you need to work closely with someone else who may need to access your files as well.

Drag and Drop

Just like we’re accustomed to dragging and dropping on our desktop computers, the feature has made its way to the document management world as well. It’s as simple as dragging a file and dropping it into another folder, within one application, or even into a different application altogether. This is a must-have, time-saving utility.

Document Search

Being able to store all your files is great, but it’s not much of a help if you’re unable to search through them and find what you need. A simple search feature comes in handy. You should be able to find content by searching via name, date, author, or any other kind of metadata information that you choose to organize your files by.

Embedded Viewer

Editing files on the fly is a necessity in today’s fast-moving environment. Some older systems require you to download every file before you’re able to view, edit, or save the document. Embedded viewers make that process much quicker and let you edit your files directly online, saving you tons of time the more you use it.

Version History

One more handy feature: versioning. This allows you to keep track of previous versions, compare them to current ones, and even revert back if you need to. This is useful in the event that an error is ever made so you can go back and check against what your file used to look like. Keep track of all of your document changes to be safe!

Have Questions? Micro Records is Here to Help

If you have more questions about document management software, Micro Records is here to help you with all of your needs. We can help your business to transition to a paperless way of life with outstanding e-forms and technology. For more information about how we can help you implement your new document management software, visit us online or give us a call at 877-410-SCAN. For more tips, tricks, and to see what we have been working on, be sure to follow us on Facebook, Twitter, LinkedIn, and YouTube.

This entry was posted on Monday, August 29th, 2022 at 2:02 pm. Both comments and pings are currently closed.