So, your company (ECM) has decided to invest in the solution, but before you make a bad decision and make a deal with the first ECM provider you find on your internet search, consider these 10 âmust-haveâ features of your choice.
Central repository:Â Central repository, which is accessible through robust content management software, simplifies your file-sharing by managing multiple file-formats from multiple locations, whether paper or electronic content.2.
Secure Email Files:Â Store incoming and outgoing emails in a system that connects to clients, vendors, and contractors to help end lost emails â and most importantly, make sure it can easily integrate with popular email applications already in use.4.
Client Portal:Â Customer access to a self-service portal can take your customer service potential to the next level â make sure it integrates easily with your website so you can personalize your brand.5.
Document retrieval:Â Easy retrieval of all documents to expedite the process should be searched by contacts, advanced filters, and keywords.6.
Mobile Access:Â Anytime, anywhere accessible on iPhone, iPad, Android smartphones, tablets, and other popular mobile devices allows increased productivity and enables efficient operation.7.
So, your company (ECM) has decided to invest in the solution, but before you make a bad decision and make a deal with the first ECM provider you find on your internet search, consider these 10 âmust-haveâ features of your choice.
Central repository:Â Central repository, which is accessible through robust content management software, simplifies your file-sharing by managing multiple file-formats from multiple locations, whether paper or electronic content.2.
Secure Email Files:Â Store incoming and outgoing emails in a system that connects to clients, vendors, and contractors to help end lost emails â and most importantly, make sure it can easily integrate with popular email applications already in use.4.
Client Portal:Â Customer access to a self-service portal can take your customer service potential to the next level â make sure it integrates easily with your website so you can personalize your brand.5.
Document retrieval:Â Easy retrieval of all documents to expedite the process should be searched by contacts, advanced filters, and keywords.6.
Mobile Access:Â Anytime, anywhere accessible on iPhone, iPad, Android smartphones, tablets, and other popular mobile devices allows increased productivity and enables efficient operation.7.