As companies expand to a certain extent, they require a greater level of sophistication when it comes to managing and handling documentation. For instance when sales documents become more demanding in their requirements as they evolve into real commercial plans and opportunities with strict deadlines and requirements it’s likely they need a document management solution that can function more like a Quality Management System and have features like ‘phase Gating’ or the ability to create auditable technical files according to strict specifications.

This is where the best EDMS will be able to help. The best EDMS offers clear, organized digital spaces for documents that run across the entire spectrum of operations, from standard business forms (e.g. invoices receipts, contracts, and reports) to more specialized, specific industry documents such as proposals. This allows teams to concentrate on the important things to them, and managers to incorporate automated features that streamline and improve workflows.

The best EDMS will permit users to track the modifications made to documents by allowing versioning and a record of what was changed and when. This allows the latest version of a document to electronic document management be viewed continuously, thereby reducing confusion and miscommunications between team members.

The correct EDMS will allow teams to communicate in a well-organized manner while keeping sensitive information secure. This can include commenting tools such as mark-up tools, mark-up alternatives and features that restrict team members with the correct permissions to view information that is relevant to the job they are in.