How do you manage business documents?
A small business has to deal with multiple types of documents like invoices, contracts, summaries, expense sheets, receipts, and client information.
Some small businesses use paper to store all these documents while some use Excel Sheets or Airtable to store, manage and retrieve them. Ideally, every small business should use a document management system to stay organized and maximize efficiency.
How do small businesses save documents?
Small businesses save documents in physical files and cabinets. If they use digital forms to store documents, they usually use Excel or Google Sheets. Some businesses also store documents on the drive.
Ideally, every small business should use a document management system to stay organized and maximize efficiency. A DMS essentially helps you replace paper files and Google Drive.
Is Google Drive a document management system?
Although you can create, store, edit, and share documents (and possibly even create a client portal with Google Drive) it cannot double as a document management system (DMS). Modern-day document management systems allow users to do much more than just save, edit and share files.
What does a DMS have that Google Drive doesn’t? For starters, all the things listed below:
- Reporting tools
- Collaboration tools
- Multiple workflow options
- Advanced permission control
- Metadata management
Also, Google Drive isn’t the most secure option to store your documents.
What is the best document management software?
The best document management software for your business depends on your needs and requirements, but the top 8 best document management systems are
1. Softr (not a typical DMS, but the best platform for building internal tools)
3. Microsoft SharePoint
6. Ascensio System OnlyOffice
8. VIENNA Advantage
How are documents saved in a cloud-based system?
Cloud storage is a virtual space available on servers that can be used through the internet. When you upload a document to the cloud, your data is stored remotely and can be accessed on your command. This can be done because your data is being stored on large computer servers remotely.