{"id":79913,"date":"2021-08-23T22:53:11","date_gmt":"2021-08-23T22:53:11","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=79913"},"modified":"2025-02-12T09:44:14","modified_gmt":"2025-02-12T09:44:14","slug":"document-management-software","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/monday-workdocs\/document-management-software\/","title":{"rendered":"How to find the best document management software for your business"},"content":{"rendered":"\r\n<p><strong>Meta title:<\/strong>\u00a0The best document management software | monday.com<\/p>\r\n\r\n\r\n\r\n<p><strong>Meta Description:<\/strong>\u00a0Discover what to look for in the best document management software and how to choose the perfect solution for your team.<\/p>\r\n\r\n\r\n\r\n<h1 class=\"wp-block-heading\">How to find the best document management software for your business<\/h1>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-4.jpg\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<p>In a world where <a href=\"https:\/\/buffer.com\/2021-state-of-remote-work\" target=\"_blank\" rel=\"nofollow noopener\">almost half<\/a>\u00a0of all businesses are working remotely, filing cabinets and paper trails won\u2019t cut it when it comes to document management.<\/p>\r\n\r\n\r\n\r\n<p>Businesses need a robust and accessible electronic document management platform.<\/p>\r\n\r\n\r\n\r\n<p><strong>They need document management software. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>In this article, we\u2019re going to take a look at some of the benefits of document management software, the features you should look out for, and a few of our recommended platforms.<\/p>\r\n\r\n\r\n\r\n<p>First, let\u2019s clarify what document management software actually is.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is document management software?<\/h2>\r\n\r\n\r\n\r\n<p>Document management software is used to store, track, and manage documents, data, and information about your business.<\/p>\r\n\r\n\r\n\r\n<p>From Word documents\u00a0and images to Excel spreadsheets and Powerpoint presentations, every digital document needs effective management.<\/p>\r\n\r\n\r\n\r\n<p><strong>And that\u2019s where <\/strong><strong><a href=\"https:\/\/monday.com\/blog\/project-management\/document-management\/\" target=\"_blank\" rel=\"nofollow noopener\">document management<\/a><\/strong><strong>\u00a0software can help.<\/strong><\/p>\r\n\r\n\r\n\r\n<p>It allows teams to store their documents in a central location, organize them efficiently, and keep track of business processes. <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005339505-How-to-manage-my-files-in-monday-com\" target=\"_blank\" rel=\"nofollow noopener\">Take a look at monday.com<\/a>, for example.<\/p>\r\n\r\n\r\n\r\n<p>Businesses can use our online document management software to store all of their files and manage their documents.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-17.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h2 class=\"wp-block-heading\">6 benefits of document management software<\/h2>\r\n\r\n\r\n\r\n<p>Organizing your business documents can sound like an arduous task. But with the right software, it\u2019s much easier to manage.<\/p>\r\n\r\n\r\n\r\n<p>So let\u2019s take a look at some of the benefits of document control software to see how it can help your business be more productive.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">1. Increase productivity<\/h3>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/resources.m-files.com\/ebooks\/2019-intelligent-information-management-benchmark\" target=\"_blank\" rel=\"nofollow noopener\">83%<\/a>\u00a0of workers have recreated a document that already existed because they couldn\u2019t find it. That\u2019s a lot of time spent being unproductive.<\/p>\r\n\r\n\r\n\r\n<p><strong>But with a document management solution, teams can find what they need much more efficiently. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Everyone knows where to look to find what they need. There\u2019s no confusion about which platform to go to or where the digital file lives.<\/p>\r\n\r\n\r\n\r\n<p>As a result, teams spend less time trying to find the documents they need and more time being productive.<\/p>\r\n\r\n\r\n\r\n<p>Not to mention, if you use the same platform for document management as you do for <a href=\"https:\/\/monday.com\/ft\/mb\/workflowsoftware\" target=\"_blank\" rel=\"nofollow noopener\">managing your workflow<\/a>, your team will spend even less time flicking between platforms.<\/p>\r\n\r\n\r\n\r\n<p>monday.com is a perfect example of this. Our platform allows teams to manage their day-to-day work and provides them with all the features they need to manage their documentation. We\u2019ll talk about these features more later.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-18.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">2. Improve business processes<\/h3>\r\n\r\n\r\n\r\n<p>When used properly,\u00a0a document management system can help you improve your business processes.<\/p>\r\n\r\n\r\n\r\n<p>How?<\/p>\r\n\r\n\r\n\r\n<p>Well, there are a couple of ways:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Spot room for improvement:<\/strong>\u00a0having a document management system in place helps you keep track of all your business processes in one location. As a result, you can easily spot areas of improvement and implement changes to make things better.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Review past processes:<\/strong>\u00a0with document management software, you can look back on your previous business processes. You can see what worked well in the past, what didn\u2019t go according to plan, and view how your processes have evolved. This information is a solid basis for making informed decisions about your business processes.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">3. Track your documents with version control<\/h3>\r\n\r\n\r\n\r\n<p>Version control \u2014 sometimes called source control or document control \u2014 involves managing and tracking changes to your documents.<\/p>\r\n\r\n\r\n\r\n<p>It allows you to see what changes have been made, who made them, and when they were made.<\/p>\r\n\r\n\r\n\r\n<p><strong>But why is this helpful? <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s take a look:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Identify the development stage of any document:<\/strong>\u00a0if you have a document that undergoes many changes and revisions, you need to know which version of a document you are looking at.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>Has the document gone through the approval process? Or are revisions still necessary? Version control will show you.<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Which version was used at a certain time: <\/strong>version control helps you identify which version of a document was in use at a particular time. Let\u2019s use an example.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>Imagine you\u2019re reviewing a formal business policy. 6 months ago, someone on your team didn\u2019t follow the policy. Using version control, you can see that at that time, the policy was different. This means your colleague did follow the policy that was in effect at the time.<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Ensure smooth collaboration:<\/strong>\u00a0some of your documents will have frequent visitors and a variety of contributors. To ensure collaboration runs smoothly, users need to know when changes were made and who made them. That\u2019s where version control can help.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>To see version control in action, take a look at monday.com\u2019s <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005310745-What-is-the-Activity-Log-\" target=\"_blank\" rel=\"nofollow noopener\">activity log<\/a>.<\/p>\r\n\r\n\r\n\r\n<p>It shows users the changes made to their workflow, when they took place, and who made them.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-19.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">4. Backup your documents<\/h3>\r\n\r\n\r\n\r\n<p>Imagine you have a paper-based system. All your business documents are hard copies in filing cabinets.<\/p>\r\n\r\n\r\n\r\n<p>What happens if a paper document gets misplaced or destroyed? Unless you have copies of every single document, you\u2019re in a sticky situation.<\/p>\r\n\r\n\r\n\r\n<p>But with a document management system, all your business documents are backed up online.<\/p>\r\n\r\n\r\n\r\n<p><strong>If anything accidentally gets deleted or misplaced, you\u2019ll still be able to access it. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>But what about the documents you no longer need?<\/p>\r\n\r\n\r\n\r\n<p>Good question.<\/p>\r\n\r\n\r\n\r\n<p>Instead of worrying about what to do with outdated documents, you can simply <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005314609-How-to-archive-and-unarchive\" target=\"_blank\" rel=\"nofollow noopener\">archive them<\/a>\u00a0within your document software. That way, if you ever need them in the future, you still have access.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">5. Better team collaboration<\/h3>\r\n\r\n\r\n\r\n<p>With a document management system in place, collaboration becomes easier. Here\u2019s how:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Working from a single location:<\/strong>\u00a0everyone is working together in the same location, making it a much more efficient and streamlined workflow.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Access live documents simultaneously: <\/strong>you can easily share documents with your team and work on live documents simultaneously.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Additional features:<\/strong>\u00a0depending on the software you use, you\u2019ll get some additional features that make collaboration even easier. Take a look at monday.com, for example. In our <a href=\"https:\/\/monday.com\/workdocs\" target=\"_blank\" rel=\"nofollow noopener\">workdocs<\/a>, you can tag users in documents, add comments, and share updates within the document itself.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-20.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">6. Keep on top of privacy and regulatory compliance<\/h3>\r\n\r\n\r\n\r\n<p>There\u2019s a lot of legislation in place to make sure that you handle data correctly. <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360000733949-monday-com-and-GDPR\" target=\"_blank\" rel=\"nofollow noopener\">GDPR<\/a>, CCPA, and <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360006506699-monday-com-and-HIPAA\" target=\"_blank\" rel=\"nofollow noopener\">HIPAA<\/a>\u00a0are a few of the big hitters.<\/p>\r\n\r\n\r\n\r\n<p>But keeping on top of data privacy and compliance regulations is no easy feat.<\/p>\r\n\r\n\r\n\r\n<p>Fortunately, document management software reduces the risk of non-compliance.<\/p>\r\n\r\n\r\n\r\n<p>Not only will document software provide you with a high level of transparency, but it also allows you to <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001222900-monday-com-Automations\" target=\"_blank\" rel=\"nofollow noopener\">automate<\/a>\u00a0your data management \u2014 depending on the software you use, of course. \u00a0<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-21.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<p>Let\u2019s use an example.<\/p>\r\n\r\n\r\n\r\n<p>GDPR states that you can only keep personal data on record for as long as is necessary. To make sure your business is compliant, you create an automation within your document management system. The automation removes consumer data after a certain timeframe.<\/p>\r\n\r\n\r\n\r\n<p>This means you don\u2019t have to worry about manually tracking your data. Your software does the hard work for you.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What should I look for in document management system software?<\/h2>\r\n\r\n\r\n\r\n<p>Now that you know the benefits of using a document management system, let\u2019s explore some of the features you should look out for.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Ease of use<\/h3>\r\n\r\n\r\n\r\n<p>With document management software, you need a platform that\u2019s easy to navigate.<\/p>\r\n\r\n\r\n\r\n<p>Why?<\/p>\r\n\r\n\r\n\r\n<p>Because it\u2019s meant to help you and your team be more efficient. If it\u2019s not easy to navigate, it defeats the point of using it in the first place.<\/p>\r\n\r\n\r\n\r\n<p>Take a look at monday.com as an example.<\/p>\r\n\r\n\r\n\r\n<p>Our user interface is simple, visually appealing, and intuitive. It allows users to easily move around the platform and find what they need. And we have a variety of tutorials online to help with any queries.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-22.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Customizable features<\/h3>\r\n\r\n\r\n\r\n<p>To make the most of your document management, it needs to be customizable.<\/p>\r\n\r\n\r\n\r\n<p>Why?<\/p>\r\n\r\n\r\n\r\n<p>Because having a customizable platform means you can create the perfect document management workflow.<\/p>\r\n\r\n\r\n\r\n<p>You need a certain level of flexibility to run your document management as efficiently as possible. Whether that\u2019s changing the structure or creating automations, keep an eye out for platforms that offer customizations.<\/p>\r\n\r\n\r\n\r\n<p>monday.com offers hundreds of customizations, all of which make it easier for teams to manage their workflow from end to end. And that includes document management.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-23.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Control user access<\/h3>\r\n\r\n\r\n\r\n<p>Having all of your business documents stored in one location is incredibly useful. But not everyone needs access to <em>all <\/em>the documentation.<\/p>\r\n\r\n\r\n\r\n<p>To make it easier for your team to navigate, you can <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360019222479-Permissions-on-monday-com-\" target=\"_blank\" rel=\"nofollow noopener\">control permissions<\/a>\u00a0and user access.<\/p>\r\n\r\n\r\n\r\n<p>For example, it\u2019s unlikely the design team will need to review financial documents and vice versa. With user access control, you can grant access to the relevant documents for each specific team.<\/p>\r\n\r\n\r\n\r\n<p>This means they have less information clogging up their system, allowing them to focus on the information they need.<\/p>\r\n\r\n\r\n\r\n<p>It\u2019s also a helpful feature to have if you\u2019re managing important documents or confidential information, such as work contracts or other HR documents. You don\u2019t want everyone accessing each other\u2019s personal information, after all.<\/p>\r\n\r\n\r\n\r\n<p>So make sure you find a platform that allows you to control user access. This will make sure your team has access to the information they need, and it\u2019ll help you manage confidential documents with ease.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-24.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Integrations with third-party platforms<\/h3>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/integrations\" target=\"_blank\" rel=\"nofollow noopener\">Integrations<\/a>\u00a0are a great way to enhance your document management system, especially if you already use third-party platforms to create or manage documents.<\/p>\r\n\r\n\r\n\r\n<p>For example, let\u2019s say you\u2019re creating a content plan for your YouTube channel.<\/p>\r\n\r\n\r\n\r\n<p>Part of the plan involves competitor research. Naturally, you want to link to competitor videos to show what type of content you should be posting.<\/p>\r\n\r\n\r\n\r\n<p>Now imagine you could integrate the YouTube app with your document management platform. This would allow you to embed videos directly into your document.<\/p>\r\n\r\n\r\n\r\n<p>As a result, your content management process is more streamlined. Whoever reviews your plan will easily be able to see the videos you want them to, saving them from clicking the link to view the video in a separate window.<\/p>\r\n\r\n\r\n\r\n<p>In other words, it\u2019s more efficient.<\/p>\r\n\r\n\r\n\r\n<p>So make sure you use a system that integrates\u00a0external platforms with your document management system. It\u2019ll help you streamline your entire document management process.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-25.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Search functionality<\/h3>\r\n\r\n\r\n\r\n<p><a href=\"https:\/\/resources.m-files.com\/ebooks\/2019-intelligent-information-management-benchmark\" target=\"_blank\" rel=\"nofollow noopener\">86%<\/a>\u00a0of employees face challenges when searching for information they need to do their jobs.<\/p>\r\n\r\n\r\n\r\n<p>That means productivity takes a hit.<\/p>\r\n\r\n\r\n\r\n<p><strong>To avoid this situation, make sure you use a system that has a search function. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Having a search bar, for example, makes document management a whole lot easier. Users can search for a word or phrase, filter through the relevant documentation, and find the information they need.<\/p>\r\n\r\n\r\n\r\n<p>Here\u2019s an example of a search bar on <a href=\"https:\/\/support.monday.com\/hc\/en-us\" target=\"_blank\" rel=\"nofollow noopener\">monday.com\u2019s support page<\/a>.\u00a0<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-26.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h2 class=\"wp-block-heading\">The best document management software on the market<\/h2>\r\n\r\n\r\n\r\n<p>If you\u2019re thinking about using document management software but you\u2019re not sure where to start, don\u2019t worry. We\u2019ve outlined some of the best document management platforms out there.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">1. monday.com<\/h3>\r\n\r\n\r\n\r\n<p>monday.com is more than just a document management system.<\/p>\r\n\r\n\r\n\r\n<p>It\u2019s a <a href=\"https:\/\/monday.com\/product\/\" target=\"_blank\" rel=\"nofollow noopener\">Work OS<\/a>. That means we help teams plan, organize, manage, and track their entire workflow from start to finish.<\/p>\r\n\r\n\r\n\r\n<p>Using a selection of over 200 <a href=\"https:\/\/monday.com\/templates\" target=\"_blank\" rel=\"nofollow noopener\">customizable templates<\/a>, teams can create and <a href=\"https:\/\/monday.com\/blog\/work-management\/workflow-automation\/\">automate their ideal workflow<\/a> in a matter of clicks. No training is necessary.<\/p>\r\n\r\n\r\n\r\n<p><strong>And when it comes to document management, we pull out all the stops. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Here\u2019s how:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Automate your document management:<\/strong>\u00a0save yourself the time and hassle of manually keeping your documents up-to-date and <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001222900-monday-com-Automations\" target=\"_blank\" rel=\"nofollow noopener\">automate<\/a>\u00a0some processes. Our workflow automation recipes make it easy for teams to efficiently manage the document lifecycle.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Assign roles and responsibilities: <\/strong>do you want someone to update a business document? Or review a proposal you\u2019ve put together? Simply <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005310685-How-to-assign-tasks-to-your-teammates\" target=\"_blank\" rel=\"nofollow noopener\">assign them a task<\/a>,\u00a0and they\u2019ll know what to do.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Create documents on monday.com:<\/strong>\u00a0our <a href=\"https:\/\/monday.com\/workdocs\" target=\"_blank\" rel=\"nofollow noopener\">monday workdocs<\/a>\u00a0allow users to create documents within the monday.com platform. Simply add a new document to your board and customize it to your heart\u2019s content. You can add images, embed widgets, integrate project boards, and tag users.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-27.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Use our document generation apps: <\/strong>monday.com\u2019s apps\u00a0allow you to add widgets, automations, integrations, and <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001267945-The-board-views\" target=\"_blank\" rel=\"nofollow noopener\">custom views<\/a>\u00a0to your workflow. When it comes to document management, you can use <a href=\"https:\/\/monday.com\/marketplace\/12\" target=\"_blank\" rel=\"nofollow noopener\">DocuGen<\/a>, <a href=\"https:\/\/monday.com\/marketplace\/66\" target=\"_blank\" rel=\"nofollow noopener\">Online Docs<\/a>, or <a href=\"https:\/\/monday.com\/marketplace\/115\" target=\"_blank\" rel=\"nofollow noopener\">PandaDoc<\/a>\u00a0with our platform.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">2. SharePoint<\/h3>\r\n\r\n\r\n\r\n<p>SharePoint is a document management tool that allows teams to build an internal intranet. Using this intranet, teams can share, manage, and edit documents with both internal and external users.<\/p>\r\n\r\n\r\n\r\n<p>Sharepoint is a cloud-based platform, meaning that users can access the software online. If you don\u2019t want the cloud version, you can download and launch the server on-site.<\/p>\r\n\r\n\r\n\r\n<p><em><strong>Top tip: <\/strong><\/em><em>c<\/em><em>reating an intranet can be a confusing and time-consuming task if you\u2019ve not done it before, so bear this in mind when you\u2019re deciding on which platform to use. <\/em><\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">3. NetDocuments<\/h3>\r\n\r\n\r\n\r\n<p>NetDocuments\u00a0is a cloud-based platform that focuses on document and email management.<\/p>\r\n\r\n\r\n\r\n<p>It allows teams to create, edit, store, locate, and collaborate on documents and emails.<\/p>\r\n\r\n\r\n\r\n<p>The platform works best on a Windows PC, mostly due to its Microsoft Office add-in called ndOffice. ndOffice is installed onto the desktop, and users can save Microsoft Word documents directly to the system.<\/p>\r\n\r\n\r\n\r\n<p>However, this add-on is only available for Windows. It doesn\u2019t work on a Mac. So if you\u2019re using a Mac of any kind, you might want to think about using a platform that\u2019s a little more versatile.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Using monday.com as your document management system<\/h2>\r\n\r\n\r\n\r\n<p>We\u2019ve already talked a little bit about monday.com\u2019s document management features.<\/p>\r\n\r\n\r\n\r\n<p>Here, we will look at some other features in more detail to give you a good idea of how we can help you and your team manage documents.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Customize your document management<\/h3>\r\n\r\n\r\n\r\n<p>At monday.com, we want our software to work for you. Not the other way around.<\/p>\r\n\r\n\r\n\r\n<p>That\u2019s why we offer a variety of customizations.<\/p>\r\n\r\n\r\n\r\n<p>Whether that\u2019s changing your <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001267945-The-board-views\" target=\"_blank\" rel=\"nofollow noopener\">board views<\/a>, creating <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360012254440-Build-your-own-custom-automation\" target=\"_blank\" rel=\"nofollow noopener\">custom automations<\/a>, or customizing our <a href=\"https:\/\/monday.com\/templates\" target=\"_blank\" rel=\"nofollow noopener\">templates<\/a>, you can create a document management system that\u2019s perfect for what you need.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-28.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Collaborate with your team<\/h3>\r\n\r\n\r\n\r\n<p>monday.com is built for collaboration. \u00a0<\/p>\r\n\r\n\r\n\r\n<p>With our cloud-based software, you can access all your documents in real-time. You can also tag users in documents, share updates, and embed widgets and project boards straight into the workdoc.<\/p>\r\n\r\n\r\n\r\n<p>This makes collaboration pretty straightforward. Your team can work together on the same document and have access to all the information they need.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-29.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Easily share documents<\/h3>\r\n\r\n\r\n\r\n<p>We want teams to communicate, work together, and achieve their goals as quickly and efficiently as possible.<\/p>\r\n\r\n\r\n\r\n<p><strong>That\u2019s why we make it easy to share documents. <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Once your workdoc is live, simply click the file sharing button in the top right corner and choose exactly who to share it with. It\u2019s as easy as that.<\/p>\r\n\r\n\r\n\r\n<p>&nbsp;<\/p>\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/08\/Untitled-30.png\" alt=\"\" \/><\/figure><\/div>\r\n\r\n\r\n<p>You can also create shareable workdocs to share with people outside your company. All you have to do is invite them as a guest to your account, and you can show them whatever documentation you like.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Give monday.com a try<\/h2>\r\n\r\n\r\n\r\n<p>Effective document management can help your business improve collaboration, be more productive, and keep business processes up to date.<\/p>\r\n\r\n\r\n\r\n<p>If you\u2019re thinking about using a document management platform, take a look at monday.com. You can sign up for our <a href=\"https:\/\/monday.com\/pricing\" target=\"_blank\" rel=\"nofollow noopener\">free individual plan<\/a>\u00a0to test the waters and get the ball rolling.<\/p>\r\n\r\n\r\n\r\n<p>If you decide we\u2019re a good fit, we\u2019d recommend starting with our <a href=\"https:\/\/monday.com\/templates\/template\/71895\/digital-asset-management\" target=\"_blank\" rel=\"nofollow noopener\">digital asset management template<\/a>.<\/p>\r\n","protected":false},"excerpt":{"rendered":"<p>Meta title:\u00a0The best document management software | monday.com Meta Description:\u00a0Discover what to look for in the best document management software and how to choose the perfect solution for your team. 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