Document Management

The phrase “document management” is rather broad and can apply to a variety of scenarios depending on the needs (and size) of the business. In some instances we are talking about a system that merely gives us an efficient way to scan paper and save it out in an orderly, intuitive structure. Other times, we need to bring in search and viewing capabilities that are all handled inside a single piece of software.

Likewise we may be working with more than just digitized paper files. Native born electronic documents such as MS Office docs, CAD drawings and graphics files. There can also advanced records management requirements like access audit trails, document retention, lifecycle and workflow. These features are especially important when dealing with regulatory compliance such as HIPAA and Sarbanes-Oxley.

Personal & Small Business

Users within a single department, working from home or who have a small business can simply scan their documents to a folder that is shared to everyone. In this “ad-hoc” scenario you only need some basic document scanning software to simplify and bring consistency to your filing system. Our SimpleIndex software is a perfect all-in-one scanning and document management tool for this purpose.

If you want to move to the next level, there are Desktop Document Management options that provide an all-in-one means for capture, storage, search and retrieval of documents. These solutions are affordable and focused on automating process of organizing and filing documents rather than advanced security and workflow features found in enterprise solutions.

And let’s not forget cloud-based options that alleviate the need to maintain storage servers or keep software up to date.

• SimpleIndex
• SimpleView
• SimpleSearch
• Kofax Paperport
• IRISmart File