Document Management Systems have developed a long way over the last 10 years, and maybe it is time to consider if your DMS is still serving your requirements.
Microsoft 365 has a DMS as part of the core products. If you are paying a Microsoft 365 subscription, then you almost certainly have a DMS. This uses SharePoint Libraries and is flexible to meet any need. The following is summary of the core features of this solution
Already Paid For
You are already paying for this solution if you are using Microsoft 365.
Single Sign On
No additional username and password management.
Version Control
Document history and versions are retained. See who, changed what, when. Revert to previous versions. Also applies to Excel where you can see the details of each individual cell change.
Co-Authoring
This allows multiple people to work on the same file at the same time. – See where others are in the file. – Watch changes being made by others. – Chat to others in the document.
Integrates With Automation
SharePoint is not a “closed vendor product” and supports a wide range of automation. Creation of new client record in a CRM leads to creation of folders, and files, which can then be automatically emailed or shared to the client.
Built In Microsoft’s Environment
All the benefits of Microsoft’s environment including: – Backup – Security – Encryption – Multi Factor Authentication – High Availability
Cloud Based
No longer bound to a physical server requiring, licenses, service and maintenance.
Accessible By Mobile Devices
See files on your phone, tablet or laptop.
Share With Clients And Suppliers
Share folder or files with your clients and suppliers. This includes permissions which provides control on creating, updating, uploading and downloading of files. Email attachment limits no longer impact communications with your clients.
Integrates With Teams
For those who have taken up Microsoft Teams.
Not Locked Into A Provider
Being a Microsoft solution, you are not locked into service and support by single vendor.
What To Expect From A Document Management System (DMS)!
Document Management Systems have developed a long way over the last 10 years, and maybe it is time to consider if your DMS is still serving your requirements.
Microsoft 365 has a DMS as part of the core products. If you are paying a Microsoft 365 subscription, then you almost certainly have a DMS. This uses SharePoint Libraries and is flexible to meet any need.
The following is summary of the core features of this solution
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