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What to Look for in a Document Management System

pradeep
April 14, 2024 · 3 min read
What to Look for in a Document Management System

The current digital age where all forms of transactions are getting digitized, the requirement for software applications managing documentation is much more pronounced. Document management at personal and professional level requires focus and we will take a deep dive into this with focus on DIRA DMS.

A document management software (DMS) helps to store, access, manage, control, and track digital documents and electronic images of paper-based information that has been captured through document scanning technology, or ingested as a digital document. The document management systems can be very simple solutions to help share, manage, and organize digital files, or they can be a part of a sophisticated enterprise content management system with enhanced capabilities to support information governance, records management and much more.

Document management is how an organization stores, manages, and tracks its electronic documents. We can define document management as a software application that controls and organizes documents throughout an organization. A DMS incorporates document and content capture, workflow, document repositories, COLD/ERM, output systems, information retrieval systems, the processes used to track, store, and control documents.

Some of the key features in a DMS include:

  1. Check-in/check-out and locking, simultaneous editing of a document.
  2. Version control
  3. Roll-back, to “activate” a prior version in case of an error or premature release
  4. Audit trails
  5. Annotation and Stamps
  6. Security and access control
  7. Easy cloud storage and anywhere/anytime access

With the advent of AI, robotic processes are capable of making and managing documentation much efficiently. Thanks to the mainstreaming of a whole range of sources like the Web, thumb drives, smartphones, etc., the need has accelerated to deal with information of all kinds: not just in terms of more media types like text vs. images vs. voice files, but also in terms of how structured — and thus how readily managed — it all is.

DMS today range in size and scope from small, standalone systems to large scale enterprise-wide configurations serving a global audience.

Benefits of DMS:

A document management solution creates a central location to capture and store your organization’s document-centric information. It also helps you setup a workflow around the document lifecycle if there are multiple contributor for the document. This makes finding versioning, security, document tracking and sharing and allows workers to focus on their roles rather than hunting down pieces of paper or digital assets across repositories and silos.

DMS vs ECM:

While a DMS allows you to manage and control documents across your organization, an enterprise content management (ECM) system offers much broader capabilities for managing and controlling access to a variety of file types — not just documents.

Top 5 aspects to look for in DMS:

When choosing DMS, it’s important to consider its ability to integrate and extend other line-of-business systems, so that content can be available across a range of business applications. Consideration also needs to be given to how users will interact with the system and mobility.

SaaS DMS advantages:

The advantages of a cloud-based DMS include reducing the burden on IT for system infrastructure, maintenance, scalability, redundancy, low-cost, long-term archival storage and security and updates are automatic.

Top DMS for 2021: (Gartner Report)

DIRA DMS by VectorViewer

A flagship product that provides a complete DMS to enable companies of all scale to manage the full life cycle of an enterprise document from creation to publishing, user management in lucid manner.

  1. A simple intuitive UX with world class UI.
  2. On-premise to hosted cloud or SaaS offering that is 100% secure.
  3. Simple, user friendly loosely coupled document workflows with zero complexity.

Take full control of the documents you manage which needs contribution from multiple users at different levels using the simple to set workflow system of DIRA. Our documentation experts are available for consultation to help you with all your queries.

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