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Streamline information to facilitate remote working
With document management solutions, employees can access their documents at any time. Any type of document can be stored.
However, it's important to choose the right solution to ensure document confidentiality and security. For example, with your EDM, your employees have secure authentication with identifiers that are specific to them. What's more, document rights management enables you to restrict access to certain functions according to user profile, and guarantee document confidentiality.
Last but not least, using an EDM makes it possible to preserve processes already present in the company. This meets important organizational challenges. In this case, we speak in particular of workflow management. A module like this ensures that the document processing process is respected, even when working remotely, between collaborators as it is within the company. Each workflow can be customized according to the type of document and the people involved.
In summary, the most common functions of a DMS are :
- Real-time information sharing
- Access based on user rights and profiles
- Notifications based on document type
- Document validation workflows with annotations
- Version/revision management
When EDM also meets internal and external distribution needs
Distributing documents to third parties is an essential part of business life, and even more so when working remotely. Automating and tracking this process is even more important.
EDM tools enable you to share documents digitally via a secure online space or email, to sign documents electronically, etc.
Whichever distribution method you choose, you'll be able to streamline your communications, minimize repetitive tasks and guarantee the security of your data. EDM tools also improve relations with your ecosystem (employees, suppliers, customers, etc.):
- Customer document management: quotation management, contract management, deadline reminders, electronic invoice dispatch, etc.
- Supplier document management: due date alerts, purchase order management, delivery note management, etc.
All documents are therefore stored on a single, secure platform.
What about EDM? This period will have changed corporate culture and the importance of providing employees with the right tools. Whether you decide to implement an EDM or dematerialization solution, you'll be able to improve your staff's productivity. You want to go further and manage not only your documents, but also your design office data, for example.
