Document management is a system or process used to capture, track and store electronic documents such as PDFs, word processing files, and digital images of paper-based content. It provides document security, access control, centralized storage, audit trails, and streamlined search and retrieval. 3DEXPERIENCE Works made the data management more easy.
Why Document Management Process is important
Most companies find it difficult to maintain an efficient document management process. The reasons can be lack of proper storage space, time constraints, etc. Improper handling of your business documents and files can create a great impact on your business
The primary focus of any business is to increase its revenue and accomplish its goals. However, the key to achieving ultimate business goals is the way you handle your day-to-day tasks, files, and documents. You do it right, and you will be able to increase your probability of success. Improper handling of documents can lead to loss of vital information, which can be critical to your customers.
However, the reality is that managing your files and documents is essential and can help you avoid forming a huge mountain of paperwork around you
Some of the prominent benefits of a document management system are:
- Reduce the dependency on paper
- Improve overall Office efficiency
- Provides a competitive advantage
- Reduced storage & supply Costs
- Information security & quick search
- Better accuracy & scalability
Instant DMS powered by the 3DEXPERIENCE Platform
Document Management | Application Portfolio
A new Document Management app, now available on the 3DEXPERIENCE platform, manages a variety of content such as PDF, Word documents, PowerPoint decks, images, videos, and much more. In addition, the app is intuitive, easy to learn and use, and automatically pulls in all the documents for your 3DEXPERIENCE Platform without the need to manually search for documents in different locations.
This app simplifies the process of managing content in a secure, cloud-based environment accessible from anywhere anytime. Document management can improve regulatory compliance, collaboration capabilities, and much more.
Following are some of the key document management capabilities of the 3DEXPERIENCE Platform
- Workspaces & Folders can be created to organize data
- Simple drag & drop approach from local system to the 3DEXPERIENCE Platform
- Documents are stored in a secured PLM system with Revision Controls
- Microsoft Office integration provides a ribbon interface to interact directly with the platform
- Revision controlled templates can be stored and retrieved in a centralized repository to ensure all users have access to the latest templates
- Fully indexed & Advanced search capability
- Meetings & Tasks are synced from the platform directly to MS Outlook. Meetings & documents can be viewed from the native Outlook interface.
- Email integration to the platform to track the progress of the project
- Task management & Create custom routes to streamline the document approval process
Process Approval Route Templates
Value Drivers | Document Management
- Speed up documentation Process
- Maintain Document Properties & Lifecycle
- Associate documents with change processes
- Leverage consistent change processes to update documents
- Improve Overall Office Efficiency
