A little over a year ago, when we spoke with business owners and executives, document management seemed to be more of a “nice to have” feature. Yes, it saved time, was more convenient, and saved space, but the traditional filing cabinet was still working. Now document management enters discussions as a necessity, and no more as a “nice to have” function.
What happened? Here are a few explanations that can help explain why document management has become important to have.
Remote Access For Sales Representatives
One explanation is that sales representatives that are traveling to customer sites need to see certain documents as well.With the help of laptops, smartphones, and tablets, sales people have lots of information available to them. Documents filed in the filing cabinet back in the office are difficult to access though. If they are at a customer site and need to produce a document, such as a proof of delivery or an invoice, it requires rigorous chain of events and people to get that document to them in the field. With a document management system, documents can be easily accessed from remote locations.