Streamlining Creative Workflows: Explore Different Cloud Platforms for Digital Docs

Over the last 40 years, the way businesses deal with documents has changed considerably. Back in the 1980s, handling paperwork was a far different process than it is today. Offices had filing cabinets packed with papers, and those documents could physically change hands multiple times. They took up a great deal of space, and they often had a way of getting lost or damaged during their journeys from one staff member or department to another. It wasn’t uncommon for them to fall into the wrong hands, either, and they were highly vulnerable to human error and fraudulent activity. 

Of course, when computers started becoming more mainstream, the days of hard-copy paperwork became a thing of the past. Before long, the rise of the internet further revolutionized the field. Then, the cloud came into play and gave businesses even more advantages over the old ways. Today, cloud platforms for digital documents are readily available. Take a few moments to explore the Documo platform to learn more about its features and why they’re important. 

Understanding the Role of Cloud Platforms in Document Management

Cloud platforms can play numerous roles in the document management process. At the most basic level, they make storing and organizing digital documents faster, simpler, and more efficient. They also make accessing those documents easier for those who need to do so. That being said, they offer far greater security than certain older document management solutions. People who shouldn’t have access to certain files can’t easily work around all the security measures these platforms have in place. 

At the same time, cloud-based platforms can streamline document workflows. They offer advanced creation and collaboration tools, allowing teams to share and edit documents in real time so everyone involved can work together and stay up to date on the latest changes. These platforms can give businesses the benefits of automating certain processes as well, such as generating documents and getting approvals and electronic signatures. Some are designed to integrate with other systems companies may already be using.

Features to Look for in Cloud-Based Platforms for Digital Documents

Several types of cloud-based platforms for digital documents are available. Each one has its own advantages and features to offer users. Which features are truly essential may vary from one business to another, but some are universally important. 

Security is certainly a crucial consideration. Encryption, role-based access control, data backup and recovery, and audit trails are features to look for in this category. Ensuring these platforms meet industry-specific regulations is equally critical. Audit trails are important in this regard, as are monitoring, risk management, HIPAA compliance, and potentially many other features. 

In many cases, businesses need to ensure cloud-based platforms will work with the other systems they have in place, which may include email, e-signature solutions, online fax, CRMs, ERPs, and EHRs. Looking for digital document platforms that offer scalability is recommended as well. They can grow and evolve along with a company so it doesn’t need to implement a new platform at every turn. 

Choosing the Right Cloud Platforms

Today’s businesses have numerous cloud platforms to choose from. Document management, workflow automation, and cloud fax are only a few of the possibilities. Some solutions combine the features of those systems for even more flexibility and functionality. Businesses should consider their specific needs when researching cloud platforms for digital documents to find one that will work effectively for them.

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