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By J. D. Biersdorfer
Q. What do you need to scan documents with a smartphone?
A. Depending on the hardware you are using, you just need a smartphone (or tablet) with a working camera and an app to handle the scanning. Once you take a close-up photo of the paper you want to “scan,” the app converts the photo into a standard PDF file that you can use to file electronic receipts, store digitized documents or share by email.
If you have an Android smartphone and use Google Drive, you do not even need to download an additional app because Google Drive includes a document-scanning function. Open the Google Drive app and tap the Add (+) button on the bottom-right corner of the screen. Place the document you want to scan on a flat surface.
Tap the Scan camera icon and hold the phone or tablet over the document to get a clear picture. Once you have snapped the photo, use the Crop button to trim unnecessary background. If you are scanning a multipage document, tap the Add button to go on to the next page and repeat the process. If you are satisfied with the image, tap the Done check mark icon. To redo an unsatisfactory shot, tap the circular Refresh arrow. The resulting files are stored on Google Drive.
The Google Drive app for iOS has a camera function, but it does not create PDF scans of documents. However, Evernote has one free alternative for iOS users with its Scannable mobile app.
Scanbot is another free scanning app with versions for Android and iOS. Some scanning apps may charge a few dollars for a premium version, but include extra features like faxing or optical character recognition for converting images into editable text. Cam Scanner (for Android, iOS and Windows Phone) and TurboScan (for Android and iOS) are two such apps with free and premium versions available.
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Contract management software provides a way for organizations to keep contracts organized and updated. Here are some benefits of using it.
The typical way of manual contract management is to sign a piece of paper and store it in a file cabinet. The manual process is slow and less efficient in monitoring and tracking remote employees.
With remote work becoming the new “normal” for many companies, it's never been more important to ensure that contracts and management processes run smoothly.
The good thing is that you can use contract management software to automate the entire contract lifecycle from creation through negotiation, signing, and renewal. There are many benefits of contract management software. Here are the top six.
One of the challenges with managing contracts manually is that it relies heavily on paper. The problem with physical documents is that they are more prone to damage and loss. While remote working risks data breaches, leaks, and hacking, contract management software eliminates these risks by allowing you to back up all your documents.
Contract management software allows you to store documents in the cloud, helping reduce the chances of them getting lost or damaged. The software also protects sensitive contract information from unauthorized access. The management tool includes contracts and agreements with different access levels, allowing you to dictate who can access, edit, and share particular documents.
For example, system administrators can configure permission-based rules, deciding who can access what information, whether they are physically located in the office or working remotely anywhere in the world. In addition, some programs protect documents using two-factor authentication and the latest encryption technologies.
Managing contracts manually is a slow and time-consuming process. It often involves face-to-face conversations, signing paper copies, mailing back and forth, scanning, and uploading the documents to share. Also, you'll need to repeat the entire process anytime you modify the contract.
With contract management software, there's little wait time to get contracts anywhere in the world. Software like Zapendo's Standard option allows you to leverage its e-signature to save hours on contracts and agreements.
For some companies, the delays start during contract creation. In this case, some software avail pre-approved templates to kickstart the draft, as well as standardized terms and clauses for specific use cases.
Remote workers without access to contract documents tend to request answers to questions answered in the contract. This can make it difficult for the in-house team to maintain control over their workload.
Contract management software stores all versions of a contract in an organized format. This way, remote workers can access the latest version and find answers to their questions. Time-consuming processes that can be automated include sign-offs, renewals, and unscheduled contract management actions.
Businesses within a remote working environment can consult and collaborate with team members working from home or working on the go while traveling.
Cloud-based contract management software gives authorized users real-time access to the information they need. It allows you to log in, pull up a contract, and collaborate with colleagues from anywhere in the world.
The software also has collaboration and communication tools like commenting and document chatting, making it easy to negotiate and update terms in real-time. These tools allow remote teams to input data, helping create an autonomous workforce in a controlled environment.
Issues like unapproved terms and missed obligations can put an organization at risk. Thankfully, contract management software can help reduce risks using pre-approved clauses and contract audit tools.
Using contract management software, the management team can verify that the results of each contract meet the expectations and that remote employees are adhering to the contract with the auditing tools.
The software allows you to track and audit every step of a contract milestone from anywhere, allowing you to hold all employees, including remote workers, accountable for their actions. This helps improve efficiency while protecting your company from non-compliance.
The tool also includes audit trails that let you view the entire contract history with just a few clicks. Authorized users can view which stage an agreement is at and its status (active, pending, expired, etc.), improving accountability and compliance.
You can also use the software to analyze the health of your business relationships. Contract management software includes reports that help you assess third parties' level of compliance with policies and regulations.
Better employee communication and allowing company-wide access to internal policies breed a sense of inclusion, enabling greater compliance. This is especially true for employees who work from home.
Working with remote teams increases the chances of missing deadlines and opportunities. Thankfully, contract management software can capture key contract dates and deliverables and send notifications to the responsible party.
Contract management software is one of the best tools to streamline remote work processes. For instance, you can configure the software's notifications tool to alert managers about contracts that should be canceled or renewed, keeping your financial interests safe.
Remote workers can be notified and start working on the assignments early, giving you more control over projects. You can also send notifications to all remote employees regarding policy changes or the need for policy review.
Trigger notifications are a crucial feature of contact management software and can alert you when an important part of a contract has been signed. Plus, some software let you set automatic recurring alarms that don't reset until the assigned team takes the expected action.
A common issue with using manual contract management is finding a misplaced contract. With contract management software, you don't have to rely on messy cabinets that make it difficult to search for crucial documents quickly.
Cloud-based CMS resolves the issues by providing a searchable, central repository. The centralized document hub includes search and filter tools to ensure team members, including remote workers, access critical information anytime, anywhere.
Storing all documents in a centralized, virtual repository increases contract visibility. It also gives you control over access to the contract documents and creates a single source of truth. Some companies allow team members to view ongoing obligations, deliverables, upcoming projects and renewal dates, and contract spending.
Managing contracts remotely isn't one of the most glamorous tasks in an organization. Monitoring and tracking remote employees is even more challenging when managing contracts manually.
Manual and paper-based techniques make the contract management process slower and less efficient. But with reliable contract management software, companies can easily handle contracts, even when working with remote teams.
Denis is a technology writer with a focus on security. The environmental science graduate started freelance writing in 2016, while still working as a loan officer. He mostly writes on topics related to cybersecurity threats, security vulnerabilities, and cloud security best practices. In his spare time, he enjoys reading, watching movies, and listening to music.
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Over the years, wireless technology has continued to develop to the point it’s now very common to find, both in the home and the workplace. Cables are yesterday’s news, with everything from headphones to keyboards taking part in the wireless revolution.
Enter the magic of Bluetooth, the short-range wireless technology standard compatible with most devices and software, including Windows 10. It can be used for all kinds of things, from exchanging files or creating a network, to connecting smartphones and wireless headphones to your PC. In the workplace, you’ll probably have seen it used to connect keyboards or mice to your machine.
However, if you’ve got a new Bluetooth device and are itching to get it set up fast on your laptop or PC, there’s nothing worse than not being able to locate the setting in the operating system.
The good news is that it’s fairly straightforward to turn Bluetooth on or off in Windows 10.
First, select the start button and navigate to Settings. Here you will see a listing for Devices; click on this, and there will be an option for “Bluetooth & other devices”. Once you’ve opened this up, you’ll be able to switch the Bluetooth toggle on or off.
Alternatively, you can turn Bluetooth on or off from the Action Centre, which is located next to the time and date on your taskbar. Simply select the action centre, click on Bluetooth, and then that should turn on the function. Be aware, however, that if Bluetooth is turned off, it might appear as Not connected.
If you want to add this Bluetooth shortcut to your action centre, click on start, then Settings and find System. From here, look for Notifications & actions and then click on Quick actions. In this part of settings, you should be able to click on Add or remove quick actions and then turn on Bluetooth.
Once you’ve turned Bluetooth on, you can now pair a number of devices to your PC or laptop, including audio devices or keyboards.
First, turn on your Bluetooth audio device and make sure it’s discoverable. Check your device's instructions to see how to make it discoverable if you’re unsure how to.
On your PC, click the start menu, then Settings, and navigate to Devices. Here you can click on Bluetooth & other devices and then Add Bluetooth or other device, before finally clicking on Bluetooth.
Once this has been selected, you should be able to choose your device from the list on the screen and follow any additional instructions if they appear, before selecting Done.
Once you’ve done this, the good news is that your Bluetooth device and PC will normally automatically connect to each other anytime the two devices are in range of each other and Bluetooth is turned on. You can also use a handy shortcut (Win+K) to open up the Connect sidebar, allowing you to manually connect to (or disconnect from) previously paired devices.
If you want to pair a Bluetooth printer or scanner to your PC or laptop, the steps involved are slightly different to how you would normally pair a Bluetooth device to Windows 10.
First, turn on your Bluetooth printer or scanner and make it discoverable. Once again, if you’re unsure how to do this, check your device’s instructions or visit the manufacturer's website to learn how.
Then, navigate to start, then Settings, and find Devices. Here you will be able to select Printers & scanners, where you can then click on Add a printer or scanner. Let your device search for nearby printers, then choose the one you want to use and select Add device, making sure to confirm the connection on the printer or scanner if requested. Once you’ve topped up your printer with some ink or toner, you should be good to start using it and printing to your heart’s content.
Are you running into problems while using Bluetooth on Windows 10? Here’s a selection of troubleshooting steps you can try.
If you’ve set up a new device and still find that Bluetooth isn’t working, it’s a good idea to double check the product specifications to ensure that it does, in fact, have Bluetooth capabilities. Not all devices have Bluetooth functionality so it’s always worth checking this first.
Perhaps the most obvious thing to check is that Bluetooth is actually turned on. You'll be able to see whether it is on, and connected to a device, by simply opening up the Action Centre in the bottom right of the desktop window. If the Bluetooth tile is lit up blue, but you see “Not connected”, this means Bluetooth is switched on but isn’t currently paired to any devices. If it is greyed out, it means Bluetooth is switched off.
You can also check Bluetooth is turned on by going to settings, Devices, Bluetooth & other devices, and see if it’s turned on here. Additionally, if you are using a laptop with a physical Bluetooth switch on its body, then make sure this is turned on.
The problem could be with the device you’re trying to connect to your Windows PC or laptop. Make sure it’s turned on, charged, or has fresh batteries, and is physically located near the PC you want to connect to.
Once you’ve done this, try turning it off, waiting a few seconds, and then turning it on again. If you find that your device is unresponsive or slow to respond, then make sure it isn’t too close to any other USB devices that are plugged into a USB 3.0 port. Unshielded USB devices can occasionally interfere with Bluetooth connection.
The problem could be with your PC, instead of the device you want to connect to it. On the PC or laptop you want to connect to, make sure Airplane Mode is off. Select Start, Settings, Network & Internet, and then find Airplane mode. Make sure this is switched off. Alternatively, you will be able to find the Airplane Mode tile in the Action Centre.
You can also try turning Bluetooth on and off again, by locating it through the steps above before switching it off, waiting a few seconds, and then switching it on again.
Lastly, you can also try removing the device you’ve added and then add it again. Select start, Settings, Devices, and then Bluetooth & other devices. Here, select the device you’re experiencing issues with and select Remove device, before confirming by hitting Yes. To pair the device to your PC again, follow the steps above.
You might be surprised by the amount of devices that use Bluetooth nowadays. The good news is that many of them can be used in the workplace as well, and all can be connected using the above steps.
Wireless business keyboards and mice are a common sight in most offices, given the flexibility they provide. The great thing about Bluetooth keyboards and mice is that they will still work even if you are some distance away from your PC or laptop, which is useful if you're giving a presentation or you have an unusual setup, such as a standing desk.
Additionally, if you’re working at your desk, you won’t have to worry about untidy cable management, and many Bluetooth devices even allow for rapid switching between multiple paired devices.
Once again, no cables means you have a lot more flexibility with how you work. By connecting to your laptop or PC’s audio via Bluetooth, it means that you can get up and move around without having to touch your headphones.
The audio, like music or a video call with a colleague, will keep playing as long as you’re in range of your PC or laptop – and, depending on the model you're using, this can be quite some distance.
You can also connect these to your smartphone to make your commute a lot easier, or rock out in the kitchen if you’re working from home.
Gone are the days of having to physically connect your laptop or PC to a printer when you’re in desperate need of a document. Instead, you can pair it and print immediately, without having to get up from your chair.
This can be extremely useful if your printer is located outside of your home office, such as in another room or even a cupboard. It also makes it much easier to share a single printer among an entire household or office without having to run cables everywhere.
Although it's certainly possible to use Bluetooth with your printer, this functionality has largely been replaced by Wi-Fi printing, both at home and in the office.
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Document management software can help you organize your digital documents and digitize your existing paper records with ease. Because there are so many choices on the market, we researched dozens of options to pick the best software for various types of businesses. To make our selections, we considered factors such as hosting options, search capabilities and scanning choices. If you need a document management system for your small business, this guide will help you choose the best one for your needs.
Rubex by eFileCabinet Online is a cloud-based solution that allows remote employees to log in from any computer with internet access and have the exact same functionality as they would have when working from the office. In fact, we previously selected Rubex by eFileCabinet as the best document management system for businesses with a remote workforce. It has a sophisticated mobile app that provides access to every stored file. The system uses a traditional cabinet-folder filing structure and provides several ways to search for documents. Rubex by eFileCabinet Online is available in three pricing plans, which vary in features and storage.
February 2021: Rubex recently unveiled a new pricing structure. There are now three pricing tiers that range from $55 to $199 per user, per month when billed annually. If you pay monthly, the prices start at $66 and increase to $239 per user, per month. The plans vary in included storage space and features and tools.
Microsoft SharePoint is a leader in the document management and collaboration space, and for good reason. Its comprehensive slate of features includes the ability to establish content hubs or organize archives by teams. It allows you to create custom metadata fields across all files stored in the system, making it easy to tailor the way you organize your documents to your business’s needs. It is especially convenient for businesses that already use other Microsoft products, such as Office 365.
SharePoint offers a flexible and scalable platform to organize and manage your documents and to collaborate on creation and editing. However, it is a sprawling system with a bit of a learning curve, so expect your team to require training and some time to become familiar with the system.
October 2020: Microsoft has introduced SharePoint Syntex, its first product from Project Cortex that uses artificial intelligence to go through your company’s data and gather insights that can be automated into processes. Microsoft describes Syntex as a “trainable AI” that processes three main types of content: digital images, structured or semi-structured forms, and unstructured documents.
M-Files is a comprehensive document management system with an intuitive and easy-to-learn interface. It can serve a variety of industries, such as accounting, business consulting, construction, engineering, energy, financial services, manufacturing, professional services and real estate. M-Files contains numerous tools that allow businesses to seamlessly organize documents, digitize large volumes of physical papers and automate workflow processes. For example, it offers metadata suggestions and version control, simplifying the storage and retrieval process. It can also integrate with Parashift, a deep-tech company that specializes in machine learning document retrieval, so you can further accelerate and simplify your document management processes. Instead of manually classifying documents and reading data, you can automatically process a wide variety of structured, semi-structured, and unstructured documents.
M-Files offers three different service plans. We like that each one is available as an on-premises, cloud-based or hybrid system, so users can choose the type of system that best meets the needs and capabilities of their organization. Each plan also comes with easy implementation and automatic updates, so you can be sure your document management system is up to date. M-Files offers rapid deployment packages, managed services, and team training services if you need additional assistance. The company also offers a wealth of online learning resources, such as industry reports, case studies, infographics, e-books, videos, podcasts and on-demand webinars.
VIENNA Advantage is an open-source, community-driven document management system that is available to businesses for free. Its user-friendly interface is easy to navigate and neatly organized. It has workflow automation options to streamline tasks and secure encryption of sensitive documents. It is also scalable, allowing your business to grow with a free document management system.
The challenge associated with VIENNA Advantage is technical; you must rely on the support of its user community to help you implement the software and troubleshoot any issues. Unlike paid document management software, VIENNA Advantage does not offer a tech support team.
January 2021: VIENNA Advantage has recently been certified by TÜV SÜD, which provides safety, security, and sustainability solutions as well as testing, certification and auditing services. VIENNA Advantage’s TÜV SÜD certification includes certification for ISO/IEC 25051:2014 and IDW PS 880 (GoBS) standards, which verify that the software works as offered and that it stores data safely and properly.
Document management software can vary widely in pricing and cost structure. The first and perhaps most important factor in the cost of your document management system is whether you select a cloud-based or on-premises version.
Cloud-based software takes the infrastructure maintenance and burden of security off your business and places it with a third-party company. While this reduces the expense and challenge of managing it in-house, you’ll just have to trust that the company is handling your data properly. Cloud-based software is typically paid for on a subscription basis. For most document management software, this could range from $15 to $200 a month per user, depending on the complexity of the solution you choose.
On-premises versions of document management software require your own servers and, generally, a dedicated IT staff for maintenance. Your business is wholly responsible for the security of your data, but this also means you have full control over your own data. With on-premises solutions, you generally have to purchase a license for each user. Each license can cost $1,000 or more, but it is a one-time fee. However, on-premises solutions typically charge an additional fee for technical support and software updates after the first year, which is usually about 20% of the initial licensing cost.
For small businesses looking for software that is easy to manage and not a large overhead expense, we recommend a cloud-based solution. However, make sure your provider adheres to best cybersecurity practices to protect your data.
The actual price for document management software varies by company. Obviously, systems with more complex features tend to cost more, while costs for basic document management software without extra features (such as task management tools and workflow automation functions) can be pretty low. Also, the more users you add to a cloud-based system, the higher the monthly subscription price will be.
Key takeaway: Cloud-based document management software typically costs between $15 and $200 per user per month. The price varies on how many features and tools you want access to.
A document management system can improve efficiency for you and your staff by organizing all of your files and making them easy for anyone in the organization to find. The many benefits of a DMS system include:
If you are currently using a manual system, you are costing yourself hours that could otherwise be spent on other, more pressing business matters. A DMS automates many aspects of document management, taking that responsibility off your hands. 
A document management system is more flexible than a traditional paper filing system. It easily accomdoates your business’s growth, and your indexing system can be adjusted with a few clicks. It may  reduce the need for physical storage space for files and paper documents.
As the world shifts toward digital solutions, ensuring that your information (customer data, trade secret info, etc.) is secure is critical. Document management systems come with built-in security and access controls so you determine who can access certain documents. In addition, you can see all activity on any given document.
In the event of a disaster, like a fire or flood, your files are stored safely in the cloud, away from physical harm.
Searching for the right document can be difficult and time-consuming; it can even cost you money. With the right indexing system, finding a document can take mere seconds, and employees can remotely access the documents they need. [Discover the benefits of a paperless office.]Did you know? Organizations can lose thousands of hours of productivity each year due to poor document management. Discover other benefits of a paperless office.
Compliance requirements for many business documents can be complex and demanding; a DMS can help you avoid fines, revoked licenses or even criminal liability by automating key documents within the requirements. For example, HIPAA and the Sarbanes-Oxley anti-fraud law have strict security and policy regulations regarding documents and records – a DMS automatically follows those guidelines.
A DMS makes sharing information and collaboration easy, allowing documents from different sources to be accessed from multiple locations. Users can also share documents, monitor workflows, grant or deny access to certain documents, and see what changes have been made.
While all document management systems digitize and organize documents, making them easy to retrieve or revise for users with permission, many other features might be built into your document management software. Here’s a look at some of the tools and aspects you might want to consider when choosing a document management system.
One of the most important elements of any software is usability. It could offer all the features in the world, but they won’t do you any good if the system isn’t user-friendly. Many document management systems offer free trials that allow you to test them before buying. If possible, allow your team to try out the software during the free trial period and offer their feedback on what they like and dislike about it.
While the primary function of a document management system is to digitize and organize files, most modern software also allows users to share files with one another and collaborate on editing them. Some document management software allows users to edit a document simultaneously, while others rely on a check-in/checkout feature that guarantees only one user can work on a document at a time. Others offer both options.
Version control, sometimes referred to as “versioning,” is a critical feature of document management software that lets you keep track of changes to a document. The best document management software even maintains an archive of old versions, letting you see how documents have changed over time and revert to an old version if needed.
Image scanning and optical character recognition are useful features for businesses that have a lot of paper records they would like to digitize. Scanning is the first step – turning a paper record into a digital file that can be imported into the software. OCR is a more advanced feature, but it’s a must-have for streamlining large digitization projects. OCR reads the text of an image and makes the content of the image searchable. The best document management systems use OCR to automatically fill out metadata and make it even easier to search for the document later.
Document management software is often home to files that require a manager’s signature, such as purchase orders. Many document management systems integrate with an e-signature tool, such as DocuSign, to allow electronic signatures. You can often send a document to a recipient with a request for their signature through the software.
Workflow automation features move tasks along automatically. Take the purchase order above as an example: You could set up a workflow automation so that once a purchase order is generated, it automatically goes to the appropriate manager for their signature. The manager will receive a notification, and when the task is complete, the next relevant team member (such as someone in the accounting department or the manager’s supervisor) will be notified. If more action is necessary, you might be able to build that into the automated workflow as well. The best document management systems allow you to customize workflows to suit the way your teams work together.
FYI: Automated workflows can help streamline your business processes and maintain legal compliance.
An essential element of document management software is the ability for administrators to set individual user permissions. Permissions allow certain users to view or edit files, while others can be prevented from even seeing those documents in the system. Not only is this useful for efficiency purposes, it is also an important security measure. The best document management software allows administrators to set permissions by specific groups, as well as to change permissions on the fly if you need to make an exception while keeping the default permissions settings the same.
In today’s business environment, mobile device access is essential. Many document management systems have a dedicated mobile app. Others rely on web browsers or online portals. Make sure the mobile version of any document management software you are considering is truly mobile-friendly. Even if you personally don’t use it on mobile devices, it is likely other members of your team will.
Not every document management system checks all these boxes, while others offer all of them and more. When choosing your document management software, consider which tools and features would be most useful to your business. It is important to strike a balance between comprehensiveness and usability; for instance, some systems can do it all but are a challenge to navigate (not to mention more expensive than simpler software).
Data Security
Data security is a vital part of any document management system. In 2019, reports TechRepublic, the number of breaches increased by 54%, 89% of which were outside attacks.
As an increasing number of businesses go digital, more customers are entrusting sensitive personal information to the companies they do business with. Your organization is responsible for ensuring customer data is safe and protected from a breach. Look for document management services that offer encryption and compliance tools, auto-updates, data redundancy and backups.
 
Document control software helps you manage information, automate records management policies to help monitor who has access to which documents, and remain compliant with standards such as ISO, FDA, Sarbanes-Oxley or HIPAA.
Managing your files on a computer is a simple process if you have a solid system in place from the beginning. Decide on main groups for your files, then create subfolders within those groups. Decide on a single file-naming system that you’ll apply to all your files, making them easy for anyone in your organization to find.
Record (or document) management has several benefits. A document management system can make it easy for anyone in your company to find the files they need, eliminate the need for expensive and bulky physical storage units, and save you time by allowing you to call up any file in seconds.
Document management systems are used for several things, including securely storing important documents, tracking changes made to documents and easily sharing documents between members of an organization.
A document management system also makes it easy to find certain files by assigning keywords and tags to each document. These systems can also help companies ensure compliance for sensitive documents (e.g., HIPAA) by providing required security and permission restrictions on certain key documents.
A document management system captures the document, which is done by scanning in the physical document or downloading a digital version via email or using other applications. Next, the document is indexed, meaning it is classified with tags, keywords and metadata that make it so it can be searchable. Finally, the document is organized and placed in a folder, where it can be accessed by the appropriate employees.
Most document management systems are cloud-based, so once a file is appropriately secured into the system, it can be accessed from anywhere with an internet connection. Some document management software providers offer mobile apps, which gives users even more flexibility and convenience in accessing documents.
The best document management system should be easy to use; it should allow for document sharing; and it should have collaboration tools, mobile functionality, and version control. The first two features allow your team to work together on critical documents without needing to be in the same office. Version control maintains a log of every change (and who made it) to your company’s documents.
Another important feature to keep in mind that you want to make sure the software you choose offers airtight security protocols to ensure that only those with the right permissions can access files.
A good document management system is easy to implement and scale. The complexity of the software should be based on your team’s technical know-how, allowing them to easily store and locate documents as needed. Your team should be able to share documents and collaborate within the platform, even when they are using mobile devices.
Although every document management system should have security protocols, access controls and file versioning, these features are especially important for those operating within heavily regulated industries. Other features that lend to a document management system’s usability are metadata and tagging options, keyword searching, document editing history and restoration, automatic document retention and deletion, image scanning, optical character recognition, and customizable workflows. The best software can also integrate with your other business platforms.
In the past, we’ve selected the best systems for a wide range of use cases. Some of our picks have changed, but if you’d like to review your options more thoroughly, you can still see our previous best picks below.
We asked our readers and members of our business.com community to tell us about the document management software they currently use or have used in the past, including what they like and dislike about it. Here’s what they had to say:
“SharePoint has lots of document management features (versioning, records management, metadata, enterprise search, etc.). Many large organizations store millions of documents in SharePoint every day.” – Akshay Mane, business.com community member
“DocuSign was what was recommended [to me] and what I was accustomed to using … but it’s not a very safe or reliable way to send important information.” – Valenzia Gudger, business.com community member
“We currently use G Suite for most of our document management. I’ve been using some version of Google Drive since starting my business, mainly because of how well integrated it is. G Suite is just the latest iteration of that with more robust company features.” – Dan Bailey, president of WikiLawn
“Our document management software is Box.com. We have used Hightail, ShareFile, Dropbox and Google Drive. Box.com is the easiest one to use, and it has also maintained both CJIS and HIPAA compliance the entire time they’ve been around. Box.com is very easy to navigate, drag and drop, and also has a number of APIs you can use for almost everything you can imagine.” – Ben Walker, founder and CEO of Transcription Outsourcing
“[We use] Ascensio System OnlyOffice. It’s extremely fast – no lag or buffering. It has an easy-to-navigate and easy-to-learn user interface. It allows simultaneous collaboration on a single project, which saves time, effort and money. It has a competitive price for a set of features that makes document management a breeze.” – Alex Azoury, founder and CEO of Home Grounds
Document management software is generally available as either an on-premises solution or cloud-based software. However, we anticipate further growth in cloud-based solutions as more businesses opt for the convenience of cloud storage and software as a service. Storing documents in the cloud removes the overhead of purchasing and maintaining a server-based solution, and it gives businesses more flexibility on where and when they can access their documents.
The rise in cloud-based solutions has also given way to the trend of using document management systems to streamline collaborative efforts. Since cloud-hosted systems permit more employees to access documents from various locations, teams can work more collaboratively, improving overall teamwork and automating their workflows.
In addition to an increase in cloud-based solutions, we can expect to see increasing emphasis on security and compliance. As document management systems become more robust and easily accessible, many businesses are storing highly sensitive documents within these solutions, opening them up to security risks. As a result, we are seeing document management software tighten its security protocols to ensure documents stay secure.
Another growing trend in document management software is mobile accessibility. In an ever-growing remote work environment, people need to access shared documents from various devices, including smartphones and tablets. Many document management software providers are now rolling mobile access into their standard offerings.
To help you find the right document management system, we researched and analyzed dozens of options. Here is an explanation of how we determined our picks for the best software.
To determine the best document management systems, we started with a pool that included all the vendors on the list below. After some preliminary research, which included looking at other best-picks lists and researching each system, we interviewed small business owners and discovered more vendors to add to our list.
Next, we researched each provider by investigating its services, watching tutorials and how-to videos, testing out the system when possible, and reading user comments. We also considered the pricing listed on these services’ websites. After narrowing down the list to 11 contenders, we contacted each company’s customer service department by phone, or live chat if possible, posing as new business owners to gauge the quality of support each provider offers.
Our process involves putting ourselves in the mindset of a small business owner and gathering the data that would be readily available to such an individual. We considered ease of use, whether the solution was on-premises or cloud-hosted, the file cabinet structure, search capabilities, scanning options, editing abilities, collaboration tools, security measures, integrations, workflow abilities, mobile access, customer service, and cost.
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by DP Taylor | Updated Aug. 5, 2022 – First published on May 18, 2022
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You signed up to be a construction manager, not a document manager. But that’s what many in this business feel like as paperwork piles up.
Contractors are flooded with forms, from permits to blueprints to contracts to change orders — and on and on. It’s exhausting keeping up with it all, and it takes valuable time away from dealing with your actual work: construction.
You don’t have to feel overwhelmed all the time. Here’s how to get your document management system working for you.
Construction document management refers to the methods a construction manager uses to organize the blueprints, drawings, permits, contracts, specs, and any other documentation related to a construction project.
Years ago, this meant a system that involved organizing paperwork in a filing cabinet, but today’s construction software includes document control features that make it easier to upload files digitally and share them with key stakeholders.
Business document management is important in construction because you often must quickly find, edit, and share relevant documentation during the project.
Putting a document management system in place seems daunting, but it’s straightforward. Follow these six document management best practices to maximize your chances of success.
You probably already have a document management system in place, so ask what is working and what isn’t.
A good document management system should do five things:
If your current system doesn’t meet any one of these criteria, you need a new system — or at least an overhaul.
Every construction firm is different, so your document management system must be fine-tuned to fit your business and its culture and operational flow. If your workforce can’t adapt to it quickly, you’ll run into problems, and your crew will go back to old methods of document management.
Involve your staff when coming up with a new document management system. The change won’t succeed without buy-in from everyone who has to use it — and you might learn something from them.
If you can’t get buy-in from all stakeholders, you must come up with a compromise — or even rethink the whole system. It’s no good to move forward with a system that doesn’t have 100% buy-in, because every stakeholder is essential to the document management system’s success.
When no one is responsible for a new system’s success, you lower the chances that the new system will succeed.
Choose someone who will fill the role — likely yourself, if you’re a very small firm — and give that person the time and resources to ensure all of your documentation is properly organized according to the new system.
Draft a list of standards, and allow the person in charge to figure out the best way to do it themselves.
For example, one stipulation could be, “All permits should be filed in the ‘Permits’ folder within five (5) business days of being emailed to the Documentation Manager.” Then leave the logistics to the document manager.
This person should handle any technical issues that come up, ensuring that document sharing protocols are filed and adjusting the system as necessary to the firm’s needs. You want an individual who knows the system, knows what success looks like, and is invested in ensuring the system runs as intended.
Ditch the spreadsheets and those massive stacks of papers on your desk. With all of the construction software tools and applications available, you don’t need to be stuck in the dark ages.
Software simplifies document management by putting all paperwork on the cloud, where any stakeholder can access it. An electronic filing system cuts down on clutter and makes it easier to find paperwork when you need it.
Many construction software options offer other important and complementary features such as project management, bidding and proposals, custom reports, job site monitoring, and even sales tools in addition to digital document management.
By consolidating all construction management tasks into one platform, including document management, you will simplify your professional life significantly.

CoConstruct has a full photo management dashboard. Image source: Author
Some construction managers try to manage their documentation with multiple types of software, but this simply moves clutter to the cloud. A key part of going paperless is consolidating your project document management in one platform and centralizing everything.
That way, you aren’t wondering whether a contract you need access to now is in your Dropbox, Google Drive, or CoConstruct account.
Which platform should you choose? That depends. Usually, a construction management software platform with document organization capabilities is adequate.
But if you deal with more paperwork than most contractors, go with something focused more exclusively on document management, such as PlanGrid.
As you draw up a new document management system, list every place that every relevant document ends up. Ask yourself which of these document management platforms makes the most sense long term for your business. Then figure out how you can adjust workflows and processes so that all documents get put on that platform.
With centralized documents, managing and organizing them will be a lot easier.
You won’t get it right the first time.
Hopefully, you’ll see improvement over your previous system if you design it according to the tips above, but you will run into new problems — for example, you might find that combining all blueprints into one folder doesn’t work because it makes more sense to group things by project than by document type.
Experiment and find the system that works best for you. Whoever is accountable for this system should note each issue they or one of your crew encounters. At the end of a quarter, review these issues with the team to determine what kind of adjustments you should make.
Continue to make these adjustments regularly. Even if you eventually get it right, the needs of your business may change, and you may need a new way to manage documents as you grow. Never stop trying to improve the system.

PlanGrid has a detailed blueprint editing tool. Image source: Author
Every day you go without a proper document management process in place is another day you risk something going wrong on your project because you misplaced a permit or accidentally sent outdated drawings to the foreman.
The best first step is to call a meeting with key stakeholders. Talk about where your document management system is inadequate, and brainstorm how you can improve it.
Check out some of The Ascent’s construction management software reviews, and download trials of software to see if they improve how you do things.
Then launch a pilot program where you implement a new document management system for a quarter. Analyze how it went and whether you should stick with it or make some adjustments. Eventually, you’ll get it right.
DP Taylor is a business software expert writing for The Ascent and The Motley Fool.
We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.
The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters.
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On a Chromebook, you can scan and digitize physical documents using the default Camera app. Here’s how to get started.
Google is popular for its innovative solutions and this is one of the main reasons for Android and Chromebook's success. The latter's operating system, Chrome OS, provides state-of-the-art features that are still unavailable on other PCs and laptops out of the box.
If you think about scanning a document on your PC, you think of a physical scanner. However, Chrome OS allows you to scan your documents using the webcam and share them online within seconds.
So, let’s look at how you can scan documents on your Chromebook through its default Camera app.
Before using the document scanner, make sure you have updated the OS to the latest version and, of course, your device should have a working webcam. Once done, open the Camera app from the app drawer. Check this guide if you are interested in taking photos on your Chromebook.
In the app, you’ll see multiple options at the bottom. From these options, select Scan to open the scanner camera. It has two further scanning options: Document and QR code. Select the Document option.
Now, place your document in front of the camera. You should make the right adjustments for a decent scan.
It is recommended to align the edges of your document within the frame on your screen. When you point your document at the camera, it will detect it and upon pressing the Shutter button and will separate the document from the background by cropping it automatically.
After scanning the document, you can either save it as an image or a PDF as per your preference. If you are not satisfied with the result, select the Retake option and repeat the same process.
You can also press Fix to fine-tune the cropped area. Once satisfied with the scan, the app also lets you share your document using the Share button.
The same procedure applies if you are using an external camera to scan the documents. You’ll be using the Camera app as mentioned above.
Impressed by the features Chrome OS offers? You can install it on your regular PC using Chrome OS Flex. And you can even run Chrome OS from a USB drive if you want.
Chrome OS is continuously improving and providing unique features to its users. The document scanner allows you to quickly capture and share documents using nearby share or Gmail within seconds.
The hassle of physical scanners and documents is no more. Your Chromebook has powerful AI-based document detection that makes it easier to scan documents and you don't even need to install third-party scanner apps either.
Ali has been a tech enthusiast since 2005. He is a power user of Android, Linux, and Windows. He has an Advanced Diploma in Business Management from London, UK, and is an English Literature graduate from Punjab University, Pakistan.
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by Elizabeth Gonzalez | Updated Aug. 5, 2022 – First published on May 18, 2022
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Going paperless sounds great. Who wouldn’t want to turn the jumble of handwritten notes, receipts, documents, and records you shuffle each day into an orderly digital library that sorts, files, and retrieves it all for you?
But getting there is a bit of a leap. It’s not just the money, but the challenges of choosing the right system, integrating it with your existing applications, and migrating massive amounts of data.
With the many options available today, you can find an electronic document management system (EDMS) that will let you enjoy all the benefits of going digital with minimal cost and hassle.
Discover what to look for in an EDMS and how digital documents can transform your small business.
An EDMS is a software program that manages the creation, storage, and control of documents electronically.
An EDMS lets you scan everything from receipts to employee handbooks for storage and use online. The right system can make your business leaner, more agile, providing ready access to information, streamlined document handling, and automated workflows.
When shopping for the best electronic filing system, look for these features.
Some electronic document systems can easily integrate with existing systems such as content management systems (CMS), customer relationship management (CRM) systems, and human resources (HR) software. Look for features such as:
M-Files and DocSend are examples of systems with advanced integration capabilities.
The range of features, storage, and pricing for efiling solutions is broad enough to ensure a solution for every business.
Document management open source systems are available in basic versions for free. These systems are compatible with various operating environments, but maintaining them requires internal expertise in coding and database management.
Most EDMS solutions include tiered pricing based on storage capacity, features, and customer support levels. It pays to shop around for a system that aligns with your document management needs.

M-Files integrates with platforms such as Microsoft Office, SalesForce, and SAP. Image source: Author
EDMS systems do the heavy lifting of document creation and filing for you, providing features such as:
Your EDMS should make it easy to find and access all your business documents and information through features such as:
An online document control system should also make it easy to collaborate and control access to information. Look for a system that lets you:
Version control is a critical function of an EDMS, preventing errors such as overwriting documents and accessing outdated content. Look for a system that:
An EDMS can automate many aspects of document management to enhance accuracy and efficiency. Look for a system that:
Many electronic document control systems include mobile applications so your teams can be even more productive. Helpful features include:
With so much of your data and documentation in one repository, you need state-of-the-art security. An EDMS can safeguard your data with features such as:

DocSend integrates with many platforms and applications. Image source: Author
An EDMS makes its mark on your business. Here are the biggest benefits.
Providing easy access to all of your documents and data reduces staff time spent chasing and handling paper documents. It also ensures that employees don’t waste time maintaining redundant documents. All those hours saved managing paper files add up to greater productivity and efficiency in your business.
An EDMS also makes it easy to respond to audits and produce other official documentation on request. No more hunting through file boxes to find last year’s tax return: It’s all at your fingertips.
Instead of sending documents through rounds of approval, talking over changes on the phone, and emailing attachments back and forth, your teams can view records and collaborate in real time, even with external stakeholders. An EDMS also provides visibility into business processes for better management.
In many businesses, documents are scattered over multiple systems, with individual users managing passwords, data security, and backups independently. An EDMS can eliminate these vulnerabilities by ensuring all your documents are protected and backed up consistently.
Version control ensures your staff is working with the latest information, preventing costly errors. With all your documents and records visible through one system, you can extract the information you need to track the progress of initiatives, inform decisions and strategy, and ensure compliance with company procedures.
Maybe the most compelling reason to lose the paper weight is the space it frees up in your offices. Paper files take up valuable square footage you can use for better things. If you’re paying for off site file storage, you can put the money to better use, too.
Investing in an EDMS now positions your business for unlimited growth as more transactions migrate to a digital environment.
Going paperless may seem like a pipe dream to some, but with the range of options out there, from document management open source solutions to scalable services, there’s an EDMS solution that can get you there with minimal disruption. The future of business is paper-free. Now is as good a time as any to make the move.
Elizabeth Gonzalez is a legal and regulatory expert writing for The Ascent and The Motley Fool.
We’re firm believers in the Golden Rule, which is why editorial opinions are ours alone and have not been previously reviewed, approved, or endorsed by included advertisers. The Ascent does not cover all offers on the market. Editorial content from The Ascent is separate from The Motley Fool editorial content and is created by a different analyst team.
The Ascent is a Motley Fool service that rates and reviews essential products for your everyday money matters.
Copyright © 2018 – 2022 The Ascent. All rights reserved.

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The iPhone’s Notes app has a powerful document scanning feature built right into it, and today I learned that this scanner can be controlled directly from a paired Mac in a variety of apps. It’s an incredibly useful tip for Mac users as it cuts out the awkward middle steps of having to transfer it from phone to computer, or grabbing it from the Mac’s Notes app after it syncs. Shoutout to TikTok account @keyboardshortcuts for bringing it to my attention.
Besides Notes, the iPhone’s scanner can be accessed from a number of different Mac apps, including the Finder, Mail, Messages, and Pages 7.2 and later. To use it, control-click (or right-click) in the window you want to scan the document into, select “Import from iPhone or iPad,” and then click “Scan Documents.” The camera app will magically open on the linked mobile device, where a scan can be taken as usual — no wires required. Once done, the scanned document will end up in the Mac app with a minimum of hassle. I found it useful to scan a bunch of legal documents directly into a new folder in Finder, for example.
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According to a support page for the feature, the Mac will need to be running macOS Mojave or above, and the iPhone or iPad needs to be running iOS 12 and above. Both devices need to have Wi-Fi and Bluetooth turned on, and signed into iCloud with the same Apple ID with two-factor authentication enabled.
As well as scanning documents, the feature can also be used to take photos. Simply select “Take Photo” rather than “Scan Documents” from the menu and tap the shutter button on your mobile device to capture an image.
Camera Continuity isn’t a new feature, but its compatibility with the iPhone’s document scanner was news to me.
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