Many offices and homes worldwide are transitioning from physical documents to electronic document management systems and you need to! Why that is you probably ask? When you run a business, you are probably looking for every possible way to streamline operations, cut costs, and save precious time. There are many benefits when it comes to going paperless in the office.
- Automate business procedures such as file change scheduling, and forms management. You’ll be able to have everything you need at your fingertips. You won’t need to sort through piles of documents and paperwork to too invoice or change files. As well, you’ll be able to access files, legal signatures and more right off your phone or tablet!
- Clean Up Clutter: Digital files take up a lot less space and you’ll be able to create a system to be able organize, and segment important emails or files to one’s that may not be as important.
- Integrate with other third-party software you may use, such as Redtail, Salesforce etc.
- Receive payments from customers faster. We all like getting paid, and it’s too much of a hassle to manually invoice. Going paperless allows you to invoice and collect payments right through the invoice.