Here’s How to Manage Your Documents and Forms

Document management software used to be very low-tech and required a lot of paper, filing cabinets, and ink cartridges. Today, document management systems are completely digital and virtual. Modern companies have outgrown the need to print, publish, save and store business documents and have turned instead to online PDF editors that can do all the jobs older document management styles can do but more. With a tool like the Lumin PDF editor, you can create, store, share and edit PDFs without having to print a single piece of paper or create a new file for your filing cabinet. 

Why Are Automation and Digitization Important?

Businesses, organizations, and every day people now use PDF and other digital editing tools for all their document needs. The old days of printing pages of a contract or book, copying pages from a large document with a photocopier, or sending single pages by fax have all become obsolete. The digital revolution has made all these processes simpler. 

Creating a PDF document is something every online PDF editor lets you do, while all devices, laptops, and PCs can open and view a PDF file with no compatibility issues. The recipient of your document can also receive the document right away without having to have it mailed or delivered by courier. 

Document management software has evolved to meet these needs and more. They are loaded with more features businesses need like storage capabilities, PDF reading software and compress PDF tools, the latter of which can take any file format (Excel, Word, PowerPoint) and convert it to PDF. You can also convert PDFs into these file formats so you can add more information, insert or remove pages, and update outdated text. 

Benefits of Document Management Software 

The benefits of document management software are many and businesses everywhere have implemented them into their workflows and processes. Automating these processes improves workflows, and gives your workforce more freedom, as documents can either be created, saved, or accessed from anywhere, thanks to the compatibility of these programs. 

Another benefit is the ease with which multiple users can collaborate on creating or editing a document, much like they would if they were in the same room. Instead of calling a meeting and having everyone gather in the same room to brainstorm, write, edit or comment on a specific text, you can upload a digital version of the text to the document management system, and let users from anywhere in the world add their input. 

Any changes, comments, or annotations added by a team member is viewed by everyone, who can then add their reaction, thoughts, and opinions. The process simulates any creative meeting where a team needs to process or modify a text without occupying the same physical space. Businesses can also keep track of all changes made to a text, while the automatic syncing options many document management systems have ensures the text is safe and all changes are saved automatically. 

Choosing the Best Document Management Software 

If you or your business are looking for solutions to your document management problems, then you should know that there are many types of programs, all of them with different features and processes. Any business or organization should make sure that the document management system they choose will be easy to implement into their existing business structure. 

They should also be conscious that their document management needs may change, requiring the software to adapt and be versatile, overall. A good document management system already comes loaded with a lot of time-saving features like a process to share PDF documents, but you should also make sure that the software is easy to connect with your company’s hardware, employee capabilities, and whether you need something less advanced like a simple PDF editor.

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