WHAT IS A DOCUMENT MANAGEMENT SOLUTION?
Simply put, a document management solution is a system that can replace not only the paper files and documents in an office, but enable the user to send an electronic document through the same steps a paper document or file would follow. For instance, if a financial services firm has a new account form that is filled out for each client account and it must proceed from the agent to the trader and then to accounting, then a document management system must provide the same path. So a true management system not only provides storage, but must provide the same workflow capabilities. Along the way it must also protect documents so that only the necessary people can view them. An example, might be a medical clinic which must comply with HIPAA regulations. Patient records must be kept confidential and an audit trail kept for all record access. An EDMS is a step up from the point solutions like spreadsheets and word processors as the entire office must be capable of using them. Therefore they
Simply put, a document management solution is a system that can replace not only the paper files and documents in an office, but enable the user to send an electronic document through the same steps a paper document or file would follow. For instance, if a financial services firm has a new account form that is filled out for each client account and it must proceed from the agent to the trader and then to accounting, then a document management system must provide the same path. So a true management system not only provides storage, but must provide the same workflow capabilities. Along the way it must also protect documents so that only the necessary people can view them. An example, might be a medical clinic which must comply with HIPAA regulations. Patient records must be kept confidential and an audit trail kept for all record access. An EDMS is a step up from the point solutions like spreadsheets and word processors as the entire office must be capable of using them. Therefore they
