{"id":80887,"date":"2021-09-02T04:05:22","date_gmt":"2021-09-02T04:05:22","guid":{"rendered":"https:\/\/monday.com\/blog\/?p=80887"},"modified":"2025-02-12T09:45:48","modified_gmt":"2025-02-12T09:45:48","slug":"cloud-document-management","status":"publish","type":"post","link":"https:\/\/monday.com\/blog\/monday-workdocs\/cloud-document-management\/","title":{"rendered":"A complete guide to cloud-based document management"},"content":{"rendered":"\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n<p>When it comes to document management, you need a cloud-based platform.<\/p>\r\n\r\n\r\n\r\n<p>Not only does it allow your team to access documents from anywhere, but it makes it easier to track and manage all of your files in one location.<\/p>\r\n\r\n\r\n\r\n<p>And with so many businesses working remotely at least <a href=\"https:\/\/www.gartner.com\/en\/newsroom\/press-releases\/2020-07-14-gartner-survey-reveals-82-percent-of-company-leaders-plan-to-allow-employees-to-work-remotely-some-of-the-time\" target=\"_blank\" rel=\"nofollow noopener\">some or all of the time<\/a>, these features make it easier to collaborate with colleagues.<\/p>\r\n\r\n\r\n\r\n<p>In this article, we\u2019ll explore cloud-based document management software in more detail.<\/p>\r\n\r\n\r\n\r\n<p>We\u2019ll look at the benefits of using it, how it compares with traditional document management, and the features you should look for when trying to find the right platform for your business.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">What is cloud-based document management?<\/h2>\r\n\r\n\r\n\r\n<a class=\"twitter-box\" arial-label=\"Tweet\" target=\"_blank\" onclick=\"window.open(this.href,'targetWindow','toolbar=no,location=no,status=no,menubar=no,scrollbars=yes,resizable=yes, width=800,height=450'); return false;\" href=\"https:\/\/twitter.com\/intent\/tweet?text=\">Cloud-based document management allows businesses to store, manage, track, and create documents online.<span><\/span><\/a>\r\n\r\n\r\n\r\n<p>It\u2019s a way for users to access their documents from any computer or mobile device with an internet connection (unless you <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360017712819-Mobile-App-Offline-Mode\" target=\"_blank\" rel=\"noopener\">download the files offline<\/a>).<\/p>\r\n\r\n\r\n\r\n<p>Here are some of the main features of cloud-based document management software:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Online file storage: <\/strong>cloud-based platforms store all of your documents in the cloud. This means you\u2019ll have access to your documents in an online storage platform instead of software downloaded to your computer.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Host a variety of file types:<\/strong>\u00a0from PDFs and Excel spreadsheets to JPEGs and GIFs, online document platforms usually allow you to store various file types.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com files\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-8.png\" alt=\"monday.com Marketing Projects Overview storing a variety of file types\" width=\"1200\" height=\"605\" \/><\/figure><\/div>\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Document sharing: <\/strong>sharing is pretty easy with cloud-based platforms. You can either download a file and send it to someone as an attachment or simply share the online link.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Cloud-based file creation: <\/strong>depending on the platform you use, you can often create documents within the software itself. Take a look at <a href=\"https:\/\/monday.com\/workdocs\" target=\"_blank\" rel=\"noopener\">monday.com\u2019s workdocs<\/a>\u00a0as an example.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com workdoc\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-9.png\" alt=\"Image of a monday.com workdoc tagging a user\" width=\"946\" height=\"528\" \/><\/figure><\/div>\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Cloud-based document management vs. traditional document management<\/h2>\r\n\r\n\r\n\r\n<p>With so many businesses <a href=\"https:\/\/buffer.com\/2021-state-of-remote-work\" target=\"_blank\" rel=\"nofollow noopener\">working remotely<\/a>, traditional document management simply isn\u2019t efficient.<\/p>\r\n\r\n\r\n\r\n<p>Teams need to be able to access documents with ease from any location. Storing paper documents in an office isn\u2019t the answer.<\/p>\r\n\r\n\r\n\r\n<p>Imagine you\u2019re working in an office and need access to a document. You don\u2019t have a cloud-based system, so you leave your desk and head to the document storage closet.<\/p>\r\n\r\n\r\n\r\n<p>You look through the files and dig through the paperwork to find what you need. Once you\u2019ve got the document, you take it back to your desk.<\/p>\r\n\r\n\r\n\r\n<p>During this time, someone else needs that same document. You\u2019ve got the only hard copy, so they wait patiently until you\u2019re finished.<\/p>\r\n\r\n\r\n\r\n<p>This entire process doesn\u2019t sound very efficient, does it?<\/p>\r\n\r\n\r\n\r\n<p>That\u2019s because it\u2019s not.<\/p>\r\n\r\n\r\n\r\n<p>If you had the same scenario with a team using cloud-based software, both of these employees wouldn\u2019t have to leave their desks, and they could access the document at the same time.<\/p>\r\n\r\n\r\n\r\n<p>Put simply, cloud-based document management is more efficient, whether you\u2019re working remotely or not.<\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Why is electronic document management crucial for your business?<\/h2>\r\n\r\n\r\n\r\n<p>Managing documents is a crucial aspect of any business. And as we\u2019ve just mentioned, your document management needs to be digital.<\/p>\r\n\r\n\r\n\r\n<p>Why?<\/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>Save time and money: <\/strong>you\u2019ll spend less time and money managing documents with a cloud-based platform. You don\u2019t have to pay for server software or hardware, you don\u2019t have to spend time setting it up, and you don\u2019t need any training. It\u2019s a win-win.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Easier to share and collaborate:<\/strong>\u00a0if you store your documents in the cloud, it becomes easier to share them with others and streamline your <a href=\"https:\/\/monday.com\/blog\/project-management\/document-management\/\" target=\"_blank\" rel=\"noopener\">document management process<\/a>.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p style=\"padding-left: 40px;\">Let&#8217;s say you&#8217;re a marketing agency with 30 employees. You produce 30 new documents every day. If you store these documents in the cloud, all 30 employees can access those files instantly from their desktops.<\/p>\r\n\r\n\r\n\r\n<p style=\"padding-left: 40px;\">There\u2019s no delay, which makes collaboration much more efficient.<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Accessible from any device or location: <\/strong>cloud storage allows users to access files from any computer or <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360019159959-Mobile-app-My-Work\" target=\"_blank\" rel=\"noopener\">mobile device<\/a>. This means data is always readily available, even if a user is traveling or working remotely.<\/li>\r\n<\/ul>\r\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started with monday.com\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started with monday.com<\/a><\/p>\r\n\r\n\r\n\r\n<h2 class=\"wp-block-heading\">7 essential features of cloud document management<\/h2>\r\n\r\n\r\n\r\n<p>We know what you\u2019re thinking.<\/p>\r\n\r\n\r\n\r\n<p><em>Maybe I should think about using a cloud-based document platform<\/em>.<\/p>\r\n\r\n\r\n\r\n<p>We couldn\u2019t agree more.<\/p>\r\n\r\n\r\n\r\n<p>But there are a lot of platforms out there to choose from. Finding the right one for your business is easier said than done.<\/p>\r\n\r\n\r\n\r\n<p>To help you narrow it down, we\u2019ve outlined 7 essential features you should look out for.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">1. AI-powered functions<\/h3>\r\n\r\n\r\n\r\n<p>Artificial intelligence reduces the risk of human error, makes faster decisions, and helps you manage day-to-day tasks.<\/p>\r\n\r\n\r\n\r\n<p><strong>But how can AI-powered functions improve document management?<\/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>Understand your search intent:<\/strong>\u00a0if you need to find a specific piece of information, an AI-powered platform can extract this information quickly and accurately. How? Because AI features can understand search intent and context.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Keep your documents safe: <\/strong>AI can be taught to identify sensitive and confidential information within your documents. This means you can keep on top of your private information, store it safely, and uphold security and compliance.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Automatically group documents:<\/strong>\u00a0with an AI function, you can program your software to cluster your documents together. The software will be able to identify which documents belong together and do the hard work for you.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p>Of course, these features depend on the platform you use. Not every AI-enabled software platform has the same features, and there are other features we haven\u2019t mentioned.<\/p>\r\n\r\n\r\n\r\n<p>But ultimately, any kind of AI-powered function will improve your document management process.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">2. Integrations<\/h3>\r\n\r\n\r\n\r\n<p>Let\u2019s say your business uses <a href=\"https:\/\/monday.com\/integrations\/slack\" target=\"_blank\" rel=\"noopener\">Slack<\/a>\u00a0to communicate.<\/p>\r\n\r\n\r\n\r\n<p>Now imagine you\u2019re using your document management system. You come across a document you want to share with your team.<\/p>\r\n\r\n\r\n\r\n<p>Yes, you can download the file or send the link via Slack in a separate window. But how much easier would it be if Slack integrated with your document software?<\/p>\r\n\r\n\r\n\r\n<p>You wouldn\u2019t have to leave the platform to send them the files. You could simply share them from one location.<\/p>\r\n\r\n\r\n\r\n<p>Sounds much more efficient, don\u2019t you think?<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com Slack integration\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-10.png\" alt=\"monday.com integrates with communication platform, Slack\" width=\"1200\" height=\"678\" \/><\/figure><\/div>\r\n\r\n\r\n<p><a href=\"https:\/\/monday.com\/integrations\" target=\"_blank\" rel=\"noopener\">Integrating<\/a>\u00a0with external platforms can make your document management more efficient, so make sure you find a platform with this feature. It\u2019ll help you streamline your document management and improve collaboration.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">3. Customizable features<\/h3>\r\n\r\n\r\n\r\n<p>Customizing your document management platform is helpful for more reasons than one.<\/p>\r\n\r\n\r\n\r\n<p>You can:<\/p>\r\n\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Create the perfect document management solution:<\/strong>\u00a0with customizations, you can build a document management process that\u2019s perfect for your business.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p style=\"padding-left: 40px;\">Take a look at monday.com, for example. Our customizable features allow teams to create a workflow that\u2019s ideally unique to their business.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com interface\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-11.png\" alt=\"Visual of monday.com's interface and capabilities\" width=\"1200\" height=\"965\" \/><\/figure><\/div>\r\n\r\n\r\n<ul class=\"wp-block-list\">\r\n<li><strong>Continually make improvements: <\/strong>as your business grows, your processes will change. You need a platform that can grow with you.<\/li>\r\n<\/ul>\r\n\r\n\r\n\r\n<p style=\"padding-left: 40px;\">But if you\u2019re using a platform without customizations, you could get stuck using the same format for a long time. As you might imagine, this isn\u2019t productive for growth or efficiency.<\/p>\r\n\r\n\r\n\r\n<p>Make sure you consider this when you\u2019re looking for a cloud document management system. You want to be able to create a document management process that\u2019s easy to manage and suited to the needs of your business.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">4. Search capabilities<\/h3>\r\n\r\n\r\n\r\n<p>If you\u2019re using a cloud-based platform to host your business documentation, it needs to be easy to navigate.<\/p>\r\n\r\n\r\n\r\n<p>That\u2019s where a search bar can help.<\/p>\r\n\r\n\r\n\r\n<p>With a search function, users can find what they need without trawling through the existing documents. They can simply search for a word or phrase and see all the information relating to it.<\/p>\r\n\r\n\r\n\r\n<p>Take a look at monday.com\u2019s <a href=\"https:\/\/support.monday.com\/hc\/en-us\" target=\"_blank\" rel=\"noopener\">support page<\/a>\u00a0as an example.<\/p>\r\n\r\n\r\n\r\n<p>We\u2019ve got a variety of articles and support pages for monday.com users. But implementing a search bar means that users can easily find the information they need \u2014 and fast.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com support\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-12.png\" alt=\"monday.com's search bar on the support page\" width=\"704\" height=\"312\" \/><\/figure><\/div>\r\n\r\n\r\n<p>Think about this when you\u2019re looking for a cloud-based platform. It might not seem like a necessity, but it\u2019ll help your team find the information they need as efficiently as possible.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">5. Archiving<\/h3>\r\n\r\n\r\n\r\n<p>When you\u2019ve been in business for a while, business documents become outdated.<\/p>\r\n\r\n\r\n\r\n<p>So what can you do with documents that you no longer need? Delete them?<\/p>\r\n\r\n\r\n\r\n<p>Sure, you can do that. But what happens if, somewhere down the line, you need it again? Or if you want to review old documents to help you make decisions about the future?<\/p>\r\n\r\n\r\n\r\n<p>To prevent losing any documentation, make sure the platform you use has an <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/115005314609-How-to-archive-and-unarchive\" target=\"_blank\" rel=\"noopener\">archiving feature<\/a>. That way, you can store old documents in the software without having to delete them.<\/p>\r\n\r\n\r\n\r\n<p>It also keeps old documents away from your active documents. This means you don\u2019t have to sift through outdated documents to find the information you need. All of the old documents are stored together, out of sight until you need them.<\/p>\r\n\r\n\r\n\r\n<p>If you use a platform like monday.com, you can automate the archiving process. You simply have to set up the automation, and our software will archive them for you.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com archive automation\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-13.png\" alt=\"monday.com's archive automation recipe\" width=\"1200\" height=\"675\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">6. Manage user access<\/h3>\r\n\r\n\r\n\r\n<p>Being able to <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360019222479-Permissions-on-monday-com-\" target=\"_blank\" rel=\"noopener\">control permissions<\/a>\u00a0and user access means you can manage who views, edits, and comments on certain documents.<\/p>\r\n\r\n\r\n\r\n<p>This is particularly handy if you have confidential documents, like work contracts or personal information. You can make sure these documents stay safe and private in the software by controlling who can access them.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com board permissions\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-14.png\" alt=\"monday.com board permissions and user access\" width=\"1200\" height=\"675\" \/><\/figure><\/div>\r\n\r\n\r\n<p>It also helps manage visibility for certain teams.<\/p>\r\n\r\n\r\n\r\n<p>For example, it\u2019s unlikely that the sales team needs access to legal documentation. With user access control, you can restrict the visibility of legal documents from the sales team.<\/p>\r\n\r\n\r\n\r\n<p>This will reduce the number of documents they have to sift through to find what\u2019s relevant to them.<\/p>\r\n\r\n\r\n\r\n<p>So keep this feature in mind while you\u2019re looking for a platform. It\u2019ll help you protect private documents and make navigation easier for your teams.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">7. Version control<\/h3>\r\n\r\n\r\n\r\n<p>Version control helps manage and track changes to your documents. It\u2019s sometimes called document control or source control, but it means the same thing.<\/p>\r\n\r\n\r\n\r\n<p><strong>So what\u2019s the benefit of using version control? <\/strong><\/p>\r\n\r\n\r\n\r\n<p>Put simply; it allows you to monitor the progress of a specific document. You\u2019ll see an audit trail of what changes have been made, who made them, and how far along the development process it is.<\/p>\r\n\r\n\r\n\r\n<p>This tells you if the document is finished and ready to use. After all, it\u2019s no use using a document if it\u2019s not finished.<\/p>\r\n\r\n\r\n\r\n<p>It also helps you track who made certain changes. This is helpful if you have a lot of contributors working on the same document.<\/p>\r\n\r\n\r\n\r\n<p>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=\"noopener\">activity log<\/a>\u00a0as an example of version control. You can see what actions took place, when they happened, and who was responsible.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com activity log\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-15.png\" alt=\"monday.com's activity log on the mobile app\" width=\"718\" height=\"1200\" \/><\/figure><\/div>\r\n\r\n\r\n<p style=\"text-align: center;\"><a class=\"cta-button blue-button\" aria-label=\"Get started\" href=\"https:\/\/auth.monday.com\/users\/sign_up_new\" target=\"_blank\">Get started<\/a><\/p>\r\n<h2 class=\"wp-block-heading\">Using monday.com for digital document management<\/h2>\r\n\r\n\r\n\r\n<p>monday.com helps teams <a href=\"https:\/\/monday.com\/ft\/mb\/workflowsoftware\" target=\"_blank\" rel=\"noopener\">manage their workflow<\/a>\u00a0from start to finish \u2014 and this includes document management.<\/p>\r\n\r\n\r\n\r\n<p>With our software, teams can automate their document management, integrate external platforms into their workflow, and even create documents straight from the monday.com platform.<\/p>\r\n\r\n\r\n\r\n<p>Let\u2019s take a look at some of these features in more detail.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Use pre-made automations, or create your own<\/h3>\r\n\r\n\r\n\r\n<p>At monday.com, we know how important it is for teams to work as efficiently as possible.<\/p>\r\n\r\n\r\n\r\n<blockquote>\r\n<p>From managing your projects and tasks to keeping on top of your document management, working efficiently is key.<\/p>\r\n<\/blockquote>\r\n\r\n\r\n\r\n<p>That\u2019s why we\u2019ve created a selection of <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360001222900-monday-com-Automations\" target=\"_blank\" rel=\"noopener\">pre-made automations<\/a>\u00a0for you to choose from. Simply choose which of our <a href=\"https:\/\/monday.com\/blog\/work-management\/workflow-automation\/\">workflow automation recipes<\/a> fits best and the rest is history.<\/p>\r\n\r\n\r\n\r\n<p>Or, if you prefer, you can create <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360012254440-Build-your-own-custom-automation\" target=\"_blank\" rel=\"noopener\">custom automations<\/a>\u00a0from scratch. \u00a0<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com automation\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-16.png\" alt=\"monday.com's custom automation\" width=\"1200\" height=\"675\" \/><\/figure><\/div>\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Integrate with third-party platforms<\/h3>\r\n\r\n\r\n\r\n<p>If you\u2019re already using a mixture of tools and platforms to manage your electronic documents, don\u2019t worry.<\/p>\r\n\r\n\r\n\r\n<p>monday.com <a href=\"https:\/\/monday.com\/integrations\" target=\"_blank\" rel=\"noopener\">integrates<\/a>\u00a0with a variety of third-party platforms so you can create the ideal workflow.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com integrations\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-17.png\" alt=\"Platforms that integrate with monday.com\" width=\"1200\" height=\"688\" \/><\/figure><\/div>\r\n\r\n\r\n<p>Take a look at our <a href=\"https:\/\/support.monday.com\/hc\/en-us\/articles\/360003445540-monday-com-Integrations\" target=\"_blank\" rel=\"noopener\">integration support page<\/a>\u00a0to see how to integrate them with our software.<\/p>\r\n\r\n\r\n\r\n<h3 class=\"wp-block-heading\">Create documents with monday.com workdocs<\/h3>\r\n\r\n\r\n\r\n<p>That\u2019s right; you can even create documents with monday.com.<\/p>\r\n\r\n\r\n\r\n<p>Simply add a <a href=\"https:\/\/monday.com\/workdocs\" target=\"_blank\" rel=\"noopener\">monday workdoc<\/a>\u00a0to your board and customize it to your heart\u2019s content. You can add images, embed widgets, integrate project boards, and tag users.<\/p>\r\n\r\n\r\n\r\n<p>All of these elements bring your document to life. You can collaborate with your team and connect documents with your workflow.<\/p>\r\n\r\n\r\n\r\n\r\n<div class=\"wp-block-image\">\r\n<figure class=\"is-style-default aligncenter\"><img decoding=\"async\" class=\"aligncenter\" title=\"monday.com workdocs\" src=\"https:\/\/monday.com\/blog\/wp-content\/uploads\/2021\/09\/Untitled-18.png\" alt=\"monday.com workdocs visual with a company meeting summary\" width=\"1200\" height=\"715\" \/><\/figure><\/div>\r\n\r\n\r\n<h2 class=\"wp-block-heading\">Make a move to cloud-based<\/h2>\r\n\r\n\r\n\r\n<p>If you\u2019re not already using a cloud-based platform to manage your documents, you should be, especially with a remote or hybrid team.<\/p>\r\n\r\n\r\n\r\n<p>To test the waters and see how cloud-based document management works, why not give monday.com a try?<\/p>\r\n\r\n\r\n\r\n<p>Our online platform makes it easy for teams to manage documents, collaborate on projects, and create a streamlined and automated workflow.<\/p>\r\n\r\n\r\n\r\n<p>And if you want to get started right away, take a look at our <a href=\"https:\/\/monday.com\/templates\" target=\"_blank\" rel=\"noopener\">customizable templates<\/a>. 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