What Is Document Management? A Complete Overview
Discover key features, benefits, and top software solutions in document management to streamline operations, enhance collaboration, and improve data ...
Solutions
Resources
Browse our full library of resources all in one place, including webinars, whitepapers, podcast episodes, and more.
Support
Looking for access to technical support, best practices, helpful videos, or training tools? You’ve come to the right place.
About Accruent
Get the latest information on Accruent, our solutions, events, and the company at large.
Get answers to all your document management software questions and learn everything you need to know about document management tools in 2024.
Table of contents
Nearly every organization is using or needs to be using some form of document management software. But it can be challenging to find the right solution — or confirm you’re already using the right one. So we’ve answered all your questions about document management solutions right here, so you have the most up-to-date information. Here’s everything you need to know about document management software and tools in 2024.
Document management is the process of storing, organizing, managing, and tracking digital documents in a systematic manner. Using specialized software and tools, businesses can manage the entire lifecycle of documents from creation and collaboration to storage, retrieval, and disposal. The primary goal of document management is to ensure that documents are easily accessible, secure, and up to date.
Document management software (also known as DMS) is a specialized platform designed to facilitate the electronic storage, organization, retrieval, sharing, and management of digital documents within an organization. It provides a centralized and structured approach to handling documents, replacing traditional paper-based filing systems with efficient, secure, and scalable digital solutions. Document management software typically includes a range of features and functionalities to enhance document-related workflows and collaboration.
Document management software can benefit an organization in many ways. It improves document organization and accessibility, enhances collaboration and version control, streamlines workflows, increases productivity, contributes to sustainability initiatives, and enhances security and data protection.
Given that we’re living in an increasingly digital world, nearly every organization can benefit from documents management software. But it is especially useful for businesses that deal with a significant volume of documents such as law firms or construction and engineering firms. Document management software might be right for your organization if you need:
The process by which a business manages its documents is often dictated by the organization’s unique needs. But there are a few best practices business can follow, including:
When it comes to electronic document management solutions, there are a variety of options to choose from. Below are several types of document management systems, but there is some crossover between categories.
There are numerous document management tools available in the market, each with unique features and capabilities. Microsoft SharePoint is a widely used document management and collaboration platform that integrates with Microsoft Office. And Google Workspace is also popular, providing cloud-based document management tools. These systems, however, are fairly high level and might not provide the specific features needed by a given industry. Engineering firms, for example, might need to invest in document management software like Meridian or RedEye, which offer features specific to the field.
Accruent’s cloud-based engineering document management software, RedEye, and on-premises EDMS, Meridian, provide real-time collaboration and a single source of truth. They streamline document change management, foster seamless collaboration between key stakeholders, and integrate with other critical business systems. Learn more or watch a product demo of our document management solutions today.
Discover key features, benefits, and top software solutions in document management to streamline operations, enhance collaboration, and improve data ...
See how this cloud-based, pre-validated engineering document management system (EDMS) can solve your greatest document, validation, and compliance ...
By design, Meridian is an engineering document management system (EDMS). But once in use by Engineering, the tool can be extended to support more ...
Subscribe to stay up to date with our latest news, resources and best practices