Choosing the ideal document management system can be overwhelming given the plethora of options available. If you aim to store, manage, and track your documents more effectively, but aren’t sure which tool to select, don’t worry—this article here to help!
Top Technology Tools for Working with Documents
1. PandaDoc
PandaDoc is much more than a tool for filling out forms and signing documents. This robust software empowers you to create intricate documents from the ground up and manage their journey from inception to contract signing.
Whether you opt for one of the pre-designed templates or start with a blank canvas, PandaDoc provides a highly versatile layout designer. The platform allows you to seamlessly incorporate videos, images, and other media, as well as create simple text documents.
PandaDoc offers various pricing plans, starting with the Essentials package. This entry-level plan includes unlimited document uploads and e-signatures, real-time tracking and notifications, a rich media drag-and-drop document editor, detailed document analytics, and additional features.
2. FAX from iPhone
Despite being considered outdated technology, fax machines still linger in some offices. Essentially, a fax machine integrates a printer, scanner, and analog modem. Enter the Fax App—an excellent alternative to traditional fax machines.
With the FAX from iPhone, you can complete your faxing tasks in just 5 minutes. This convenient solution boasts numerous features and benefits, making it truly worth your attention. Besides the fact that Fax from iPhone – free, it can do more than a standard fax. Functions like document scanning are obviously available, but there are also document management retrieval, auxiliary functions for electronic filing, electronic signature, etc. You can both use digital archives and generally set up digital organization of documents right on your smartphone.
3. Clearslide
Several years ago, Clearslide acquired Sliderocket, enhancing their suite of tools geared towards sales professionals. If your business prioritizes high-volume sales, Clearslide offers robust functionalities that focus more on sales processes and tracking rather than presentation creation. Following a successful $50 million Series C funding round, the company has pivoted to emphasize sales enablement over presentation-specific features.
While the interface may appear complex and offers limited options for creating visually enhanced presentations, it excels in its sales-oriented capabilities. Video integration within business presentations is an area that could see improvement.
4. Templafy
Templafy is one of the top tools for managing documents. It brings together essential office software and solutions that businesses use every day.
Creating branded documents with different software can be frustrating and time-consuming. Templafy makes this easier by allowing you to create and manage all your files within one system.
You can access your documents from any device—computers, tablets, and smartphones—thanks to cloud compatibility. The software also includes automatic compliance checks and makes it easy to give feedback to employees.
5. Laserfiche
Imagine having all your business files organized and easy to access; that’s what Laserfiche offers with its effective document and record management features. Using Laserfiche simplifies document management by putting everything on one platform where users can categorize and preserve records properly for regulatory purposes. Many users are impressed by how well Laserfiche classifies metadata effortlessly. Its ability to automate tedious tasks makes work smoother overall – not to mention the broad support for various file types!
You can count on this platform to make approving documents a breeze while also handling file renaming tasks without any hassle. With its easy-to-use interface, anyone can design personalized electronic forms that seamlessly slot into pre-existing processes. With its recent partnership with MuleSoft, Laserfiche makes connecting and using multiple software tools a breeze. Now you can easily combine the power of Laserfiche with your favorite applications.
6. MasterControl
Within large organizations, processes and regulations are often established to ensure that document management comply with company guidelines. However, managing a significant volume of files can make adherence to these rules challenging.
MasterControl Document Control Software is trusted by major regulatory bodies worldwide for simplifying the navigation of complex international rules and standards. Reducing the expense of regulatory adherence and improving how things run internally are its primary targets.
Need critical documents routed, delivered, or approved? This automated system handles all that effortlessly while also managing escalations. You’ll love the centralized, secure archive—it’s perfect for effortlessly organizing and finding your business files anytime.
Conclusion
Document management tools cater to everyone—from big corporations to solo freelancers—offering versatile ways to keep all your files in order. With the right tools at hand, handling documents becomes easier—more efficient, neatly organized, and securely stored. If having comprehensive tools matters most to you or if working smoothly with others tops your list—or even if making tasks more efficient is key—there’s definitely a software solution made exactly for those needs. Embrace cutting-edge tech for managing your files—these tools simplify tasks, save time, and put you firmly in control.
