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‘Why Document Management?’: Collaborate without getting lost in a sea of paperwork

07/09/2022 minute read OneAdvanced PR

As firms strive for more effective workflows and less administration in their casework, sharing documents internally among staff and externally with third parties and clients can cause issues as far as filing and document management is concerned.

Document and email management platforms, specifically cloud platforms, are quickly becoming the favourite of legal professionals around the world, with intuitive features that makes filing and searching for documents a simple aspect of casework, rather than a dreaded aspect of administration work.

In our ‘Why Document Management?’ series, we answer several questions around core facets of what you should consider when looking at document management systems, and how NetDocuments can provide you with the solutions you need.

In this section, we look at how document management systems assist with easier collaboration among colleagues but also clients and third parties as well. As matters increase in complexity so does the need for improved collaboration between colleagues. It’s critical that any modern document management system offers features that smooth sticky points in the collaborative process.

Here are a couple of questions that we hear from firms when discussing how document management makes collaboration easier:

What features does document management offer to support collaborative workflows?

Solutions that support collaborative work will feature detailed version control, integrations with your favourite cloud word processor, shareable workspaces for users outside your organisation and options for receiving feedback that keep the content creator in complete control of their document.

What options are available for sharing documents externally? Are they secure?

Sharing content with external sources can be a risky action if you are not prepared to secure your information.

NetDocuments is prepared to meet your external delivery and collaboration needs and provides flexible, encrypted delivery methods—such as email or an integrated extranet—with options to apply passwords and access expiration dates as needed.

Can I maintain control of my documents when sharing with external users?

To cut down on the number of document versions lawyers have to manage, it’s critical that you have a document management system providing feedback tools that do not require the lawyers to give a third-party access to the core document.

Innovative management solutions have developed previewing and other feedback tools where third-party users can view the content and add comments on top of the native document—without having full access to the base file.

About NetDocuments

You can trust NetDocuments to remove the barriers to efficient document management and transform your documents into an efficiency engine for collaboration, productivity, and growth – without limitations or restrictions.

With NetDocuments you get market-leading features in a document management solution, including:

  • 24/7 access from anywhere
  • Security and compliance through the Cloud
  • Business transparency with NetDocuments Analytics
  • Customisable flexibility with purpose-built add-ons
  • Scalability through open APIs and integrations with multiple applications

As a NetDocuments worldwide Platinum Partner, Advanced are accredited to deliver, train, and support NetDocuments. As a first step, we will advise and support you in selecting the document management functions that can deliver exactly what you need.

Following implementation, our training team can deliver tailored onsite, remote, or online training sessions to ensure smooth user adoption. And you will always have access to our ISO-accredited support team who are available 24/7/365 to ensure on-going ease and efficiency.