Easy Document Management: Benefits, Features, and Selection Guide

This document, published by M-Files Inc., serves as a comprehensive guide to easy document management. It begins with an introduction to document management, emphasizing its purpose and essential components, including import, storage, identity, export, and security. The guide details the benefits of document management, such as time savings, reduction of operational costs, increased efficiency, privacy protection, data loss recovery, streamlined business processes, and compliance. It then delves into major features like ease of use, deployment, metadata utilization, storage and archiving, information publishing, workflow design, security, and integration. The final section focuses on planning, selection, and implementation, covering needs assessments, solution trials, and compliance issues across various industries. The document also explores records management, including treating documents as official records and choosing the right DMS approach. The guide includes case studies to illustrate real-world applications and concludes with a foreword by the President of M-Files Inc., highlighting the value of easy and affordable document management solutions for businesses.