As businesses grow in size, their documentation management and handling requirements get more sophisticated. When sales documents evolve into commercial plans, and opportunities have strict deadlines and specifications they might require a document solution that operates more like a Quality Management System. It might include features like "phase gating" or the ability to create auditable technical documents.
The right EDMS can help you. The right EDMS provides a clear, organized digital space for documents that range from common business forms, like invoices, receipts, and contracts, to industry-specific documents, such as proposals. This allows teams to focus on the things that matter to them, and managers to implement automation features that streamline and improve workflows.
The right EDMS will allow users to keep track of changes made to documents by providing versioning, and a record of what was changed and when. This assures that the most current version of a document is always available to view and help ease any confusion or misunderstanding that might have arisen between team members.
The right EDMS allows teams to communicate in a well-organized way while keeping sensitive information secure. This could include tools for commenting, markup features and other censorship features that allow only team members with appropriate access to information relevant to their position.