Document Management Software Features

1. Document Security:
Strong access control ensures that the documents do not fall in the wrong hands. You can define
not only who gets what but also what the user can do with the documents; you can control
whether the user can view, download, print, share, create new version etc. for the document.
DMS Software gives you the ability to configure the access control up to the page level of the
document.

2. Document Upload
Users can choose from multiple options to upload the documents in DMS:

Single file upload

Bulk upload
Using Intranet to shared drive file upload
Configure mail to get its attachment as a file

3. Document Formats
DMS supports all the major file formats like Microsoft Office files, Open office files, image
formats, PDF and many others. You can get the list of supported formats here. You can upload,
view and use other features of DMS for all the supported formats.

4. Version Control & Document Update

DMS maintains version control by default. You can configure the version numbers as per your
requirements. Check-out/check-in feature ensures that no changes to the document are lost
because of cross-updates to a document. All versions of the document are available on
document management software.

5. Document Folders
Documents in DMS are stored in folders. You can create your own folder hierarchy as per your
organizations requirements. DMS provides many properties with access rights that you can apply
to each folder to suit your requirements.

6. Document Viewer
document viewer allows you to view the documents online, so that you can view the contents of
the document easily. The viewer has easy navigation features apart from zoom-in/zoom-out,
rotation, index-information, linked documents etc. DMS viewer supports all types of commonly
used document formats.

7. Custom Metadata & File Linking

Metadata define the fields based on which the documents will be searched. DMS gives you
complete control on how you define the metadata and key with validations for each of them.
 Add tags, notes, date and due date to help organize your documents. You can easily add your
own metadata fields of different types. You can use these metadata for searching the documents
quickly.

8. Search & Retrieval

DMS has many easy and intuitive search features that allow users to get access to the
documents they need immediately. Global search allows users to enter a phrase and get
documents where the phrase occurs in the index fields, file name, control number, document
number or within the document.

Advanced Search gives you the ability to create your own search queries and save them in case
you want to use the queries again.

9. Document Converter
DMS is an allow document converter. Amongst many others, we support PDF, DOCX, PPTX, XLSX.

10. Document Sharing to customer

DMS allow to share your document to outside company as a safe and secure way.

11. Branch Management

If your company has many branches then you can easily manage your branch and you can
publish your document as a single or multiple branches at a time.

12. User Management

Easily manage your user or employee using its registration or using Active directory.

Key Points to talk with customer

A document management system (DMS) is defined as a system used to create,
store, manage, and track electronic documents and images of paper-based
documents through software. A DMS can be employed to capture, distribute, and
track documents. It can also be used to manage channel workflows, output systems,
and information retrieval systems.

1. DMS helps you to ensure and get complete control over your digital assets.
2. Reduce physical document storage & movement
3. Reduce time and costs involved in searching & retrieval
4. Prevent from document loses and thrifting
5. Make or store private and public document
6. Enhanced and regulated document distribution
7. Strong Security Features
8. Role based Access Control
9. Document Sharing
10. Document Expiry & Notifications
11. Email Documents as attachment
12. Download Documents in Original format or PDF format
13. Version Control
14. LDAP / Active Directory Integration
15. Workflow Management