Scalability – You expect your business to grow in the future, so your document management solution should be able to grow as well to continue to meet your needs as your business expands. You don’t want to change software down the road because a solution isn’t flexible enough to evolve along with your company.
Integration – Your document management solution must be able to integrate with the programs your business already uses. Whether it’s your customer relationship management software (CRM), email client, or your own Application Programming Interface (API), choose a partner that can easily integrate with your other existing tools for an easy, seamless launch.
Security – Robust security options should be at the top of the list of features of any technology you’re thinking of investing in. Your document management solution should have permissions and security features to limit access and adequately protect your information.