Document management software is the backbone of the modern office. 

It makes it easy to store and track documents and files and can be used by anyone with a computer or mobile device.


Best Document Management Software

What Are Document Management Software

Document management software is a tool that can help you keep track of all the documents you have generated, whether it’s internal or external.

The document management software allows users to create and organize digital documents into folders, which are then accessible from anywhere on the web.
This way, you will be able to access your documents at any time, making it easier for you to collaborate with colleagues or manage documents.

With best document management software, you will be able to create customized templates that allow your team members to quickly find relevant information.
This also allows you to share documents within the organization or with external clients.


What Is The Best Document Management Software? 

What is the best document management software you can use? Let’s take a look at some of your options.

1. Dropbox

 Dropbox is a file hosting service operated by Dropbox, Inc., headquartered in San Francisco, California, that offers cloud storage, file synchronization, personal cloud and client software.

Dropbox was founded in 2007 by MIT students Drew Houston and Arash Ferdowsi as a startup company, with initial funding from seed accelerator Y Combinator. Dropbox uses a freemium business model, where users are offered a free account with a set storage size, with paid subscriptions available that offer more capacity and additional features.

Key Features  

– Easily access your files from any device – phone, tablet, computer (PC or Mac), or even the Dropbox website.

– Share folders with anyone – no matter where they are.

– Sync files between multiple computers and devices so you always have the most up-to-date versions on hand.

– Securely store photos, videos, and other documents in the cloud so they’re safe from loss or damage plus back them up automatically.


  1. Easy to use.
  2. It’s free!
  3. Syncs across devices, so you can access your files from anywhere.
  4. Keeps a copy of your files in the cloud, so you have a backup if anything bad happens to your computer or smartphone.
  5. Automatically uploads photos taken on your smartphone to Dropbox and makes them available on your computer or tablet within seconds of taking them (provided both devices are connected to the Internet).


  1. It’s not as secure as it should be. The company has had a few high-profile security issues over the years, including reports that hackers were able to gain access to user accounts.
  2. And even when Dropbox does make some changes to secure its platform, it can take months for those changes to be implemented across all platforms and products (such as its mobile apps).
  3. You can’t use your own domain name if you want to build a website or blog on it (like how you can with Google Drive).
  4. This means that if someone wants to visit your site, they’ll need to type in your Dropbox URL which is long and ugly rather than just visiting like they would on most other platforms.



2. Zoho Docs

 Zoho Docs is a free, easy-to-use document management system. It features a simple design and is packed with features.

Zoho Docs allows you to manage all of your documents in one place. You can upload multiple files at once, mark them as favorites, share them with other people and set permissions for each file.

The software also comes with advanced features such as version control and version history tracking. This means that you can easily track every change made to a document over time so that you know exactly what was changed even if it was someone else who made the change!

The best part about using Zoho Docs is how easy it is to set up. The program doesn’t require any special software or hardware; it just works on any computer or mobile device without any additional configuration required!


Key Features:    

  1. Create and share files and folders with everyone in your organization or with just specific people.
  2. Track changes made by other users, so you always know who’s working on what.
  3. Share documents with anyone via email, even if they don’t have an account at Zoho Docs.
  4. Search for files by name, keyword or date created/modified/last accessed/last modified/size etc., using the search bar at the top of any page of Zoho Docs or directly from the main menu bar (for more details, see Searching with Zoho Docs).


1. Document management is a breeze with Zoho Docs. You can create folders, upload multiple files at once, and manage your documents easily.

This is great for people who have multiple projects and need to keep track of them all.

2. If you need to collaborate with others on a project, Zoho Docs makes it easy to share files and work together on them. You can invite people or send invitations via email, which makes it even easier for other people to work on your documents with you.

3. One of the best things about Zoho Docs is that it not only allows collaboration, but also has built-in tools for editing documents together in real time! This makes collaborating on projects extremely easy, especially if you don’t have much experience with these types of programs before!

4. The best part about using this software is that it’s completely free! There are no hidden charges or fees – all you have to do is sign up and start working right away!


  1. Zoho Docs is a web-based application, which means that you have to be online to use it. This is a common problem with all web apps, but it’s especially problematic for Zoho Docs because there’s no offline version.
  2. If you’re working on an airplane or in another place where you can’t get online, you’re out of luck.
  3. There are no mobile apps (at least not yet). The only way to access your data from a mobile device is by creating a custom URL for each document and then sharing that link with someone else.
  4. This isn’t ideal since it requires two steps: creating the link and then sharing it with someone who needs access to your files. It also requires that both parties use the same operating system (e.g., both people need Android devices).
  5. Some features are limited compared to Microsoft Office 365 or Google Drive because they aren’t built into the application itself; instead, they’re provided through third-party applications such as Dropbox or Google Drive and accessed through links within Zoho Docs.


3. eFileCabinet

 eFileCabinet is a cloud-based document management software that allows users to store, organize, retrieve and share their documents.

The web app is available in both free and paid versions. The free version includes all the basic features, such as document storage and retrieval, version control, document sharing, version history tracking and more.

The paid version of eFileCabinet includes advanced features like unlimited user accounts and enhanced collaboration features.

eFileCabinet’s features include:

  • Document Storage: Store any type of file in your account with no restrictions on file size or format.
  • Version Control: View previous versions of your documents to see how they changed over time. Compare two different versions side by side to see what changed between them.
  • Collaboration: Share documents with other users for editing purposes; set permissions on each document so that only certain users can view or edit them. Create groups for easier sharing of files within a group of people who need access to specific documents.
  • Version History Tracking: Track every change made to your documents with version history tracking so you can see where edits were made and who made them at any given time.

Key Features    

– Easy to use, intuitive interface

– Mobile access to your data anytime, anywhere

– Multi-user support with distinct permissions for each user

– Share one account among multiple computers (even different operating systems)

– Security and convenience – eFileCabinet is designed to be a secure document repository that can be accessed 24/7 from anywhere in the world.

– Ease of use – eFileCabinet is designed with a user-friendly interface and extensive training resources to help you get up to speed quickly and start using our products immediately.

– Integration – eFileCabinet integrates with popular accounting software like Quickbooks Pro, Quickbooks Enterprise Solutions, Sage One, Sage 100cloud and many more.


  1.  Fully integrated with QuickBooks.
  2. Easy to use.
  3. Conveniently located in the cloud.
  4. Unlimited user licenses available at a reasonable cost.
  5. A solid, stable and trusted system for your business files.
  6. Continuous updates and enhancements to ensure the highest level of security and functionality for your users.


– The software is not user friendly. It took me several weeks to get comfortable with it and even now I don’t feel like I’m using it correctly.

The interface is clunky and confusing, the help files are not helpful, and there is no online support available.

– The company has very poor customer service. There is no phone number to call if you have a question or need help.

Instead they rely on email only and they may or may not respond to your requests for information.

If you have a problem with your order or need help with anything, it can take days or weeks before you get a response from them.

– Their prices are extremely high for what you’re getting (although this could be partially due to the fact that there are no alternatives).


All pricing listed below includes a 1-year subscription to our cloud-based software service with:

– 1,500 documents per month allowance

– Email support during business hours

– Unlimited number of users

 The eFileCabinet pricing is based on the number of users who will be using the software. You can choose from three plans:

  • The Standard Plan: $149 per year for one user
  • The Professional Plan: $249 per year for two users
  • The Corporate Plan: $499 per year for unlimited users   

4. Digital Drawer

 The Digital Drawer is a tool to help you find what you need quickly and easily. It’s like having a digital filing cabinet on your computer.

Here’s how it works: When you open the Digital Drawer, you’ll see all of your files listed in alphabetical order. You can use this feature to find a specific file or just browse through the items in your folders.

You can also add new files to the Digital Drawer by dragging them from other programs or by using File > New > Folder or File > New > Text Document (if you’re using WordPerfect).

Key Features

  1. Digital Drawer is a tool that helps you to find the right digital content at the right time, reducing search efforts and improving the user experience.
  2. It allows you to create a custom catalogue with any kind of digital asset that can be used in multiple ways: as a searchable database, as an e-commerce catalog, as a single point of access for all your online assets, etc.
  3. The Digital Drawer offers an advanced search engine that allows you to find what you’re looking for by simply typing part of its title or author information in just one step: no more long lists of results to browse through!


-Easy to use and simple interface.

-Drawer is fully customizable in terms of size, color and position.

-1 click install, no coding required.

-Responsive design that works beautifully on all devices and screens, including mobile phones and tablets.

– Great customer service, prompt replies, and easy to work with.

– The design was exactly what I wanted. They were able to take my vision and turn it into a reality!

– Very reasonable price point for the quality of product I received!

– The shipping time was very reasonable as well!


  1. When you open the drawer, it will take up your entire screen. This makes it difficult to do any other tasks on your computer while you are working with the digital drawer.
  2. This could be an issue if you are doing work that is time sensitive or has lots of moving parts such as graphic design or accounting.
  3. You can only have one digital drawer open at a time, so if you have multiple documents open and want to compare them side by side, you would need to open each one separately in their own digital drawers. And then close them all when you are done using them!
  4. The file size of each document is larger than it would be if you opened it in another program like Word or Excel because it needs to store all the information about what happens when people interact with it (mouse clicks, keyboard strokes).
  5. That can eat up valuable hard drive space quickly if there are lots of users interacting with the same document at once!


 Digital Drawer is a subscription-based platform with competitive pricing. You can pay for the software by the month or annually.

They offer a free 14-day trial so you can try it out before making a commitment.

The subscription includes:

  • All updates and upgrades for one year or until the next major version release (whichever comes first)
  • One year of support and maintenance

5. FileHold

 FileHold is a service for storing and sharing files online. It’s similar to Dropbox, but it has a few key differences:

FileHold is free for up to 5 GB of storage, which is considerably more than the 2 GB offered by Dropbox. You can also pay for additional storage space if you need more than 5 GB.

FileHold doesn’t have a desktop application like Dropbox, but it does have mobile apps for iOS and Android devices. (There’s no native app for Windows Phone.)

FileHold doesn’t offer sharing features like public links or emailing links to files. However, you can download files as ZIP archives, which makes them easier to share with other people on services like Box, Google Drive or Microsoft OneDrive.   

Key Features:    

  1. Unlimited Files Storage – No file size limit and no time limit to keep your files on our servers.
  2. Advanced Encryption – We use 256-bit AES encryption, which is used by the military and banks, to protect your data.
  3. Password Protected Sharing – You can share your files with a password protected link or using our mobile apps for iOS and Android devices.
  4. Private Sharing – Share files privately with other FileHold users without any limitations or restrictions; only those you share them with can view them in their browsers, without downloading anything from FileHold servers.


  1. Privacy and Security of your data
  2. Visibility and control over your files
  3. User-friendly interface
  4. Unlimited server storage spac


  1. FileHold is not free, but they do offer a free trial period of three days, which is quite generous.
  2. Their website isn’t very user-friendly and feels a little dated.
  3. The user interface is not as intuitive as some of their competitors’.
  4. The biggest one is that they have a limit of 5GB per file, which means you can’t upload movies or music files bigger than that.
  5. Another con is the fact that they don’t have a phone app.
  6. The third con is that it’s only available in the US and Canada.


FileHold offers three pricing plans:

  • 1 GB Plan – $0.99/month
  • 5 GB Plan – $4.99/month
  • 50 GB Plan – $19.99/month

6. Document Locator

 Document Locator is a useful utility that allows you to locate and open documents on your computer. You can search for a file by name, creation date or modification date.

You can also use Document Locator to sort your documents into folders based on their attributes, such as size and creation date. The program provides an easy-to-use interface that displays all information about your documents in a single view.

Document Locator is a tool for finding the location of documents in a directory structure. It takes a filename as input and searches for it in all directories under the current directory, returning only those files which are found.

Key Features

– Conducts a search across all the documents in your library and returns the results in a list.

– You can filter the results by date, author, and title.

– The results table shows you the total number of files returned for each category (Date Range, Author, Title) as well as an alphabetical list of the files that matched your search criteria.

–  Double-clicking on any result will open it in its native application (i.e., Microsoft Word).

– Full Text Search for All Data Sources.

– Multiple Search Engines Supported.

– Advanced Search Operators (OR, NOT, Phrase)

– Support for Boolean Operators (AND, OR)

– Fuzzy Searching (Exact Match)

– Automatic Filtering of Results by Date/Time Range and Language

–  Data Export in Multiple Formats (MS Word, PDF, HTML, Excel)


– Easy to use interface and intuitive navigation.

– Fast and efficient document search functionality.

– Find document on the web, in any application, or on your computer.

– Quickly locate documents on your computer by filename or keyword.

– Search for files in cloud storage services and online storage providers, including Dropbox, Google Drive, OneDrive, Box, SkyDrive (now known as Xbox Music), SugarSync and Amazon Cloud Drive.

– Easily retrieve lost files from the recycle bin with the Recycle Bin feature.


– Document Locator is a commercial product that costs money.

–  Document Locator requires registration and is limited to one free search per day.

–  Document Locator only searches for PDF files at this time, although they do have plans on adding more file types in the future.


The Document Locator subscription service is provided at a cost of $5 per month (or $50 per year) for a single user account.

A single user account allows you to:

  • Create unlimited searchable PDFs from any source file, or convert existing PDF files to searchable PDFs
  • Perform unlimited searches on your own documents and get instant results
  • Save search results in your own personal searchable index and share them with others as needed
  • Use the Document Locator mobile app to access your saved searches from anywhere, at any time

7. HighTail

 HighTail is a search engine for file-sharing networks. It allows users to search and download files from sites such as RapidShare, Megaupload, Mediafire, 4shared and many more.

HighTail’s key features include:

– Supports multiple network protocols, including HTTP, FTP and eDonkey/eMule

– Ability to search for specific file types or specific keywords in the filename

– Advanced filtering options (type of file, file size, encoding format etc.)

– Download queue that allows you to pause or remove downloads at any time   

Key Features   

  1. High Search Engine Ranking

HighTail is designed to help you rank higher on search engines, making it easier for your customers to find you. This is achieved by using intelligent algorithms and real-time analysis, which means you’ll always be at the top of the SERPs with an accurate SEO report for each page of your site.

  1. A/B Testing & Conversion Optimization

HighTail allows you to test different elements of your website against one another in order to determine the most effective design and layout for your target audience. You can also use our conversion optimization tools to split test different landing pages and determine which works best with each group of customers; this enables you to optimize your sales funnel so that visitors are more likely to convert into paying customers.

  1. Site Speed Optimization (Faster Page Load Time)

HighTail provides a detailed report on how fast each page of your website loads, including recommendations on how to make them faster if necessary.

We also include information on which pages are responsible for slowing down load times across the entire site so that we can focus our efforts on those areas first and foremost.


  1. It’s not a complete solution. You have to know how to use it and what you’re doing.
  2. It’s not as robust as some of the other products on this list.
  3. HighTail is a great choice if you want to do a lot of manual keyword research and then use that information to build your own custom campaigns. If you don’t have time to do this, we recommend another tool like Semrush or the Ahrefs Content Gap Tool which will do all of the work for you automatically.
  4. No free plan (paid plans start at $89/month)
  5. No phone support
  6. No chat support


The HighTail Pricing Plan is designed to fit your needs. You can start with a free account and upgrade to Pro or Enterprise when you are ready.

  • Free Account: If you are just starting out, or have a small business, then the Free Account is perfect for you! You will have access to all of the same great features as that of an enterprise customer.
  • Pro Account: The Pro Account offers more advanced features than the Free Account including unlimited visitors, user accounts, and storage space. With this plan, you get all of the same great features as an enterprise customer at a fraction of the cost!
  • Enterprise Account: The Enterprise Account offers all of the benefits of our Pro account at an even greater discount! We can also customize this plan to meet your exact needs!

8. Evernote Business

 Evernote Business is a powerful productivity tool that can help you boost your business. It’s a great way for teams to access information from anywhere, collaborate on projects and manage their work more effectively.

Evernote Business features include:

  • Notebooks: Create notebooks to organize your notes into separate collections. You can share notebooks with other users or keep them private.

  • Notebook stacks: Organize your notes with notebook stacks and easily find them when you need them.
  • Sharing: Share notes with colleagues and teammates, so everyone has access to the information they need. With Evernote Business, you can share notebooks and have others edit them, too.
  • Assigning tasks and reminders: Assign tasks to team members so they know what needs doing or set reminders for yourself so you don’t forget important deadlines or meetings.
  • Integrations: Integrate Evernote Business with other apps, including Google Drive, Microsoft Office 365 and Slack – plus hundreds more – so all your information is in one place.

Key Features  

– Basic and Premium plans available, with a free trial to try it out

– Unlimited collaborators on shared notebooks

– Two-factor authentication to protect your account

– Team members can use their own laptops and phones to access notes on the go, or they can share notes with one another through desktop apps like Evernote Web, Microsoft Edge and Firefox.


  1. It’s free for up to five people in a team.
  2. Everything you do in Evernote is synchronized across all of your devices, so you can access it wherever and whenever you like.
  3. Evernote’s apps are available on every major platform, including Windows, MacOS, iOS, Android and the web (and soon Linux).
  4. The search function is one of the best I’ve ever seen in any productivity app or service I’ve used.
  5. Evernote Business is a cloud-based service that allows you to create notebooks and share them with your team. This means that you can work on projects from anywhere with the Evernote mobile app or desktop client, as well as access them from anywhere via the web.
  6. You can also share your notes with clients, partners and colleagues to get feedback and suggestions before you move forward with a project.
  7. The Premium tier of Evernote Business offers some powerful collaboration features that make it easy for teams to work together on projects, discussions and other tasks. These include the ability to edit documents together in real time; share checklists; set due dates; assign tasks; track progress; and more.
  8. You can even create private chat rooms where teammates can communicate effectively without interrupting others who are focused on tasks elsewhere in the system.
  9. Evernote Business also offers a robust API that lets third-party developers integrate their apps with Evernote’s platform so they can be used seamlessly within the service itself no need for manual integration between systems!


– The price is higher than many other note-taking apps and services.

– You need to be an entrepreneur or freelancer to use it.

– It’s not available for Mac users.

– It doesn’t have offline access.

Evernote Business

Evernote is a great workspace for collecting ideas, promotional materials, and social media feedback that can help grow your business. Jot down plans to engage with the community and reach out to new customers, like hosting an open mic night.

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9. Smartsheet

 Smartsheet is a cloud-based platform that allows users to create and share project plans, collaborate with others and track progress.

Key Features

Shareable forms: Create custom forms that can be used by multiple people across your organization or team. Add questions to gather information or gather feedback.

You can also add logic to your form so that when someone selects an option in another field, it automatically populates another field with new data they need.

Spreadsheets: Create spreadsheets that can contain text, numbers and formulas similar to what you’d find in Microsoft Excel but with the added benefit of being able to share them with others within Smartsheet so they can edit them as well!

Schedules: Create schedules (or “timelines”) for your projects to keep track of when things are due and how long tasks take. You can also set up alerts if something happens before its scheduled start time (e.g., a task finishes early).


  1. Free for up to 5 users
  2. Easy to use and intuitive interface
  3. Great mobile apps, so you can work on the go
  4. The most powerful collaboration features (lots of integrations and collaboration options)
  5. Great support options (phone, email, online chat)        


–  The interface is somewhat confusing and unintuitive. It took me a while to figure out how to make my own spreadsheets and customize them.

– It doesn’t have as many features as Google Sheets. If you’re looking for something with more functions, you might be better off using Google Sheets or Microsoft Excel.

– The free plan is limited to only two users.

–  The free plan does not include the ability to create custom fields, which are required for many business processes.

– There is no mobile app for iOS or Android, so you’ll need to use a browser if you want to access your work from a mobile device.


The Smartsheet pricing scheme is based on the number of users who need to access the platform at any given time. The cost depends on how many people you want to be able to use the tool at once, as well as how much storage space you need for your files.

There are three types of licenses: Basic ($5 per user/month), Professional ($10 per user/month), and Enterprise ($20 per user/month).

For example, if you have 10 people on a team and they each need access to Smartsheet all day long, then you would need at least two Basic licenses ($100 per month). If your team has more than 20 people and they don’t need constant access to the system, then a Professional license should do just fine ($200 per month).

10,000ft by Smartsheet

Formerly 10,000ft, Resource Management by Smartsheet is a resource planning solution that helps businesses across all industries find and schedule the right people for every project, track and manage time and forecast hiring needs to better plan for growth.

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10. Onehub is an online marketplace for businesses to buy and sell excess inventory, send and receive shipments, manage logistics and track shipments. is a B2B (business-to-business) platform that allows companies to list their products and services for sale or rent on the site.

The company offers a wide range of products including commercial trucks, industrial equipment, heavy machinery, tools, construction equipment and other items at affordable rates.

OnHub is a B2B marketplace that connects businesses with suppliers of excess inventory by providing them with a platform to advertise their products for sale or rent.

The company provides its users with access to a wide array of items from various categories such as commercial trucks, industrial equipment, heavy machinery and other types of products at affordable rates through its website or mobile app.

Key Features

  1. Onehub is a cloud based platform that allows you to manage multiple facilities from one place.
  2. Onehub is an all-in-one solution for facility management, booking, and online reservations.
  3. Onehub is a customer first sales automation platform that helps you connect with your customers on a personal level, creating a positive customer experience that keeps them coming back to your business again and again.
  4. Onehub is a complete customer lifecycle management solution that provides real-time insight into customer activity across all channels to help you deliver the right message at the right time to the right person in the right context
  5. Onehub is an integrated platform for managing events from start to finish, including registration, surveys and payments – allowing you to run your events more efficiently and profitably


– It is not free to use

– Too many steps involved in the process of signing up and getting started with the service

  • The user interface is not so user friendly, but it is easy to get used to it over time

– No call forwarding

– No conference calls

– No call recording

– Only one line per user account

– No voicemails available to listen to on web or app.


Onehub is a subscription-based service, and all of your data is stored in the cloud. There are no hidden costs or hidden charges, and we don’t charge for bandwidth.

The current pricing for Onehub is as follows:

Basic Plan – $5 per month.

This plan includes unlimited texts and voice calls over Wi-Fi, as well as unlimited data usage over 3G/4G (when available). We do not currently offer international roaming on this plan.

Pro Plan – $10 per month.

This plan includes all features of our Basic Plan, but also includes unlimited international texting to 70 countries around the world (iMessage included) and free incoming calls while traveling internationally (VoIP).

What Is Document Management Software?

Document management software is a category of business-oriented software applications. It allows users to create, manage and control documents, as well as store them digitally.

This is especially useful for businesses that must regularly deal with large amounts of documentation.

Document management software can also be used to track the progress of a project or task as it moves through various phases of production. Users can assign tasks to themselves or others, monitor the status of each task and make sure that nothing falls through the cracks.

In addition to storing digital versions of documents, document management software can also be used in conjunction with other kinds of project management software.

Using one program to manage both your documents and your projects can help keep everything organized and up-to-date without having to switch back and forth between programs all day long.

How Do You Use Document Management Software??           

Document management software is something that can be very helpful in the workplace. The best document management software will help you to keep track of all of your documents and make it easy for you to find them when you need them.

It can also make it easier for other people to access the documents that they need, which is very useful if there are multiple people using the same file.

There are many different types of document management software available on the market today, but it’s important that you choose one that suits your needs and makes it easy for you to use.

If you have never used a program like this before, then it may be difficult for you to understand how it works.

However, once you learn how to use it properly then everything becomes much easier again!

What Should You Look For in an effective Document Management System?        

 Document management systems are a key part of any business, but it can be hard to know what you should look for in an effective document management system.

There are lots of different types of document management systems available, from simple cloud storage solutions like Google Drive or Dropbox, to more complex and sophisticated enterprise-level solutions.

Here are some things to consider when choosing a document management system:

  •    What is the purpose of the document management system?
  •    Do you need something simple and easy to use?
  •    How much money do you want to spend on the solution?
  •    Do you need a solution that can integrate with other systems in your business?

What Is The Purpose Of Your Document Management System?

The first thing to consider when choosing a document management system is what purpose it will serve in your business.

Document management systems are used for many different things, but it’s important that you understand exactly why you need one and how it will fit into your workflow before making any decisions. If you’re unsure about this, ask yourself these questions:

  •  What documents do I need to manage right now?
  •  What problems do these documents cause me at work?
  •  How could using a new tool help me manage those documents better than I do now?

1. Archives

 Archives are a collection of documents and records that have been gathered together for storage, retention, reference or other purposes. In the context of information management, archives can be defined as a body of records maintained for purposes of reference and other use.

Archives are valuable sources of information because they often contain unique material that cannot be obtained elsewhere. They can be used to research many different aspects of history; some of the most common types include:

  • Government records – government documents such as birth certificates, death certificates, marriage licenses and divorce decrees can be found in archives.
  • Business records – business records such as financial statements and ledgers can be found in archives.
  • Personal papers – personal papers such as diaries and letters can be found in archives.

2. Extensive Integration

Extensive integration is the process of bringing together information from different sources to create a more complete picture of your customer and their needs.

Extensive integration helps you build a holistic view of your customer, from the moment they first interact with your brand, all the way through their lifetime journey with you.

It not only provides insights into your customers’ experiences but also identifies gaps in your strategy for future growth and engagement.

Extensive integration can be achieved through:

Customer Journey Mapping  – Identify key touchpoints between the point of first interaction with your brand and the point of sale or service delivery, then map out each step in detail to better understand how consumers think about, experience and evaluate your products/services.

Cross-Channel Analytics  – Use tools like Google Analytics to understand how customers interact with each channel across multiple devices (web, mobile, etc.) at each stage of their journey with you.

3. Bulk Uploading

Bulk uploading is the process of uploading a large number of files at once, in order to save time and effort. This is particularly useful for photos and videos, which can be transferred at a much greater speed than text documents.

The process is simple:

Step 1. Select the files that you want to upload.

Step 2. Click on the “upload” button on Toolbox and then select “Upload Selected Files” from the dropdown menu that appears.

Step 3. Choose whether you want to add metadata (such as tags and descriptions) to your files before uploading them or not – this is optional, but recommended for more efficient searching later on!

Step 4. Click on “Upload” at the bottom right-hand corner of the window and wait for your files to be uploaded!     

4. Document Security

Document security is the use of physical or digital mechanisms to prevent unauthorized parties from accessing sensitive data.

Document security can be used to protect any type of document, not just business documents but also personal documents such as passports and bank statements.

Document security can also be used to protect against unauthorized access to information contained within a document, such as through the use of a password-protected PDF file.

There are many different document security solutions available today, ranging from simple protective sleeves through to complex tamper evident systems. The most common types of document security are listed below:

  • Document Security Sleeves: These are clear plastic sleeves that can be placed over sensitive documents such as business cards or bank statements. These sleeves provide a layer of protection against accidental damage or tampering because they make it difficult for people to see the contents inside them without first opening them up.
  • Tamper Evident Labels: Tamper evident labels are used in conjunction with your existing packaging materials such as boxes or envelopes to help prevent tampering before it happens.

Tamper evident labels will show signs of tampering if someone tries to remove them from their original position, making it easy for you to identify who has been tampering with your products.

5. High-Resolution Previews

High-resolution previews are generated from the original data, and are used to display images in all of the standard Windows programs. These previews are much larger than the actual size of your image, so they will take a long time to generate.

However, once they’re done you’ll be able to zoom in very closely on your image without any loss of quality.

The first time an image is opened in IrfanView, it will take a little while for these high-resolution previews to be created (depending on how big your image is).

On subsequent openings however, only small changes in the file’s content may trigger an update of the preview (for example resizing or cropping).

Note that if you want to use IrfanView as a screen saver or as wallpaper on your desktop then you should not enable “High-Resolution Previews” because this can slow down other processes on your system significantly.

 Best Document Management – Executive Summary

It is a best practice to have a document management plan in place that includes all the necessary elements to ensure successful document management.

This includes:

Document governance

Document governance is the process of documenting policies, procedures, and guidelines for managing documents and information within an organization.

This can be broken down into two main categories:

Document creation

Document creation involves creating new documents and existing documents that need to be tracked.

Document maintenance

Document maintenance involves monitoring and updating existing documents so they remain up-to-date with current business needs.