Document Management System (DMS)
The TOOLS is a simple way to handle all types of transactions along with saving records in a document form. In Document Management Systems (DMS), is the use of a computer system and software to easily share, send, save, store, manage and track electronic document.
Therefore, Document Management System also called a Content Management System. Document Management System is used to hold business documents like vendor bills, tasks, and product sheets.
what can DMS do
Document Management System is used to reducing lots of paperwork and give formative smooth access to information.
In business, Document Management Software is used to saving time means saving money.
An ideal document management system should provide the following features:Create Documents using Templates
Link Document to records in System
Link to ERP/ CRM system
Forward, Move, Share Documents
Email Documents
Revise Documents
document method
Document Management module defines four types of document method:
1.) Photos
2.) URL
3.) Videos
4.) Word/PDF
sharing
After completing the document uploading at that time, you can share the document by clicking on the share button.
Now you can fill the following required fields like enter the URL or copy text, Share type, Name of the share link, tick the checkbox of allows to, document validity time, workspace then click on the Done button to save all the required fields information.
module options
Deprecate Documents
- Deprecate document means disapproval of documents.
Validate Documents
- The process of validate scope is implemented to verify and assure the quality of the deliverables. When you click on the validate document button at that time, you can be sent documents successfully.
Review Documents
- When you click on the review button at that time, you can find all the reviews of the sent documents.
Request a signature and sign directly
- Now you can send a signature request and sign directly in the documents.