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    Document management system

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      HR documents and Intranet

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        Contracts, Invoices, Procurement

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          E-signature M365

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              Contact Sales Choose plan

              5 tips for more productive work with DMS

              To achieve maximum efficiency when using your document management system (DMS), you need to know a few essential aspects to pay attention to. Here are five tips to help you work more effectively with your DMS:

              1. Organize your documents: Before you start using your DMS, make sure to organize your documents in a logical and intuitive way. Create clear folder structures and use descriptive file names to help you easily locate and manage your documents.
              2. Use metadata: Metadata is additional information that you can add to your documents to provide context and make them easier to find. Take advantage of this feature in your DMS to categorize and tag your documents with relevant information.
              3. Set up automatic workflows: Automating workflows in your DMS can save you time and effort. Configure your DMS to automatically route documents to the right people, trigger notifications, and initiate tasks.
              4. Train your team: Make sure that everyone on your team is trained on how to use your DMS effectively. This will ensure that your team is working efficiently and using all of the features and capabilities of your DMS.
              5. Regularly review and clean up your documents: Over time, your DMS can become cluttered with outdated or irrelevant documents. Set a regular schedule to review and clean up your documents to keep your DMS running smoothly and to maintain its effectiveness.

              5 tips for more productive work with DMSBy following these tips, you can get the most out of your DMS and work more efficiently and effectively.