DMS software is an emergent, unique solution for solving business problems in the modern era. However, some features and use subsets of the technology are generally more important to productivity and security than others, including the process of striving to simplikfy compliance.

Improved Intelligent Search and Full-Text Search

When it comes to recouping information, and making it find-able, answers to searches should be top of mind within the system. All the default search settings will usually range from 1,000 to 2,000.

The best DMS software options will rely on Boolean and algorithmic search options and specifiers to garner information, including “match,” “if,” and “then” branch logic. Other search identifiers are simplified by auto population of form fields with optical character recognition technology.

Templatization and File Wizardry

Although the template feature of DMS software cannot claim automation power, it does serve as a wizard in a technological sense.

The more commonplace and readable and identifiable the template in place, the stronger its ability to leverage information and collaborative power.

Templatization and file wizardry in DMS software lets outdated technologies like the share drive and zip drive be easily replaced for more powerful technologies, and to the security benefit of most businesses. Perhaps the biggest benefit, however, is the reduction in the number of clicks it takes to complete certain document-related tasks.

Templates will be different from DMS software to DMS software, but for a lot of DMS users, they are content with the influx of new features despite not having inculcated templates in to organizing, value-added file structures.

Effective Storage Space Utility

Since a DMS software can simplify and use metadata, faster search times for file retrieval are made possible, and on the surefire basis that the OCR of a scanner connects with a DMS software, Zonal OCR helps this as it retrieves metadata from files that are scanned, helping DMS users classify and save records as stipulated by certain industry-specific protocols, therein reducing the cost and ramifications of falling out of alignment with compliance.

Metadata is much more complicated than it sounds, as many create it frequently, but seldom use it to their advantage, and this process usually occurs whenever a file of some type is saved to a Windows folder structure or DMS software.

Metadata and Overt Usability Enhancements


Metadata also gives descriptive power to files by making them palpable in search results, including for internal and external auditing purposes. Some of these kinds of metadata include date created, date modified, author, etc.

Searches also similar to “and” or “or” like Boolean search terms are considered in this equation. This separates specific files by whether they abide by categorization provisions from others. This permits the users to transmit records of which they might not have remembered the names, decluttering the arbitrary file types and structures among information on computers.

The good thing about metadata, at least as it applies to organizing power, is its ability to keep workers from saving info in a dispersed, inconsistent, and manual way. This not only scales back on storing time, but also retrieving time—bringing the document automation process full circle.
Zonal OCR, which automates redundant document processes, is a quintessential example of this. It empowers full-text searches and file retrieval to the benefit of repository searchers.

The scope of full text searches is still working to greater retrieval speeds, but is still far more effective and timely than manual file retrieval methods, regardless of the context. Another benefit of Zonal is the semantic understanding and context it can bring to files at the nomenclature level.

However, DMS software development teams are still subject to search limitations. When more text is scanned by applications, the chance raises for confounding words and phrases. As an example, whenever a worker is seeking to get a customer with the first name of a specific client with the name “April,” full-text searches could retrieve schedule appointments in the month of April, mistakenly.

A DMS software option’s indexing capacities enable file elements to become independent of an operating system’s computerized logic, whether it be modal or binary.

Potentially the most intuitive path to overthrow the inefficiency of manual procedures is to rely on drag and drop functionality, one of the many benefits of the new instant access icon, the SideKick.


Structured Query Language (SQL) Considerations for DMS Software


The top document management system sellers will match SQL standards set forth from the American National Standards Institute. Basically, a structured query language is utilized in DMS to talk to a database at the level of the operating system.

A DMS having a satisfactory SQL function may help organizations of sizes (not only small to mid-sized organizations) better handle really gargantuan amounts of files, folders, content, or users, together with exceptional functionality developments in hunting and intelligent search, template and permission programs, drawer imports from CSV formats, and workflow processing characteristics of DMS products.

The bleeding edge DMS software vendors have restructured the SQL functions of their platforms, and seem to make major adjustments on this front every 2 or 3 years.

Be sure to go with a DMS software vendor that always has the most up-to-date version of the SQL in place, and watch for these changes as vendors will often overlook them in marketing solutions to prospects in non-technical industries, because even though these are back-end, considerations, they do affect UX at the industry agnostic level.

Workflow Automation Processes for DMS Software

DMS software vendors strive to reduce churn (customer turnover) by automating as many cost-draining processes at the document level as possible.

Through DMS workflow, supervisors and managerial workers can define who collaborates on what files and undertakings, automating a desired procedure to task and file output;  basically, workflow visualizes, diagrams, and establishes the sequence of tasks in an overarching pattern of work, making workers have more responsibility, meet their deadlines, and identify best workflow processes simpler to estimate, handle, and actualization of project management processes.

To put this in layman’s terms, workflow certainly will adapt the project design standards of any user, but isn’t restricted to linear project mapping. There are conditional formatting options that help augment the complexity of most workflows.

Also, among the most crucial parts of handling workflow within a DMS software are automated profile-routing nodes, which let administrators pre-specify the workflow for every file according to a matching set of values, which can also be applied to templatization and other hierarchies.

Once these are actualized inside an organization and completely executed, the options that come with workflow can automate inhouse procedures, an incredibly valuable function for knowledge workers in almost any sector of business, even among other technologies that reduce the stress of a hefty workload.