How Do Add-ons Help Automate Document Management for Businesses?

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Until very recently (mainly the pre-COVID-19 era), document management was manual work for most companies that operated on a small scale. It is truly a time-consuming task to store huge files and heavy documents.

While with the advancement of technology, computers could save many files in the form of Word docs and other SaaS-based apps, it is still a cumbersome process to store multiple files on a computer.

Now, there are multiple add-ons available that can help automate the process of processing and uploading. This is one of the most popular ways It is one of the most exceptional documents management solutions for small and large sized businesses. It can work smoothly with all the key apps of Microsoft Office. Read this guide to know the role of this add-ons that can help you automate your business data management in the most secure ways possible.

What are add-ons?

Before we discuss the benefits of add-ons, let us know what they are for business tools. It is a type of tool that can work with all the major Microsoft Office, or any SaaS-based platforms from Google, etc. An add-on helps to archive as well as manage the documents directly from the apps.

After using this tool, you do not have to switch from one platform to another. It provides a smooth process of extracting the data. Some of the best features in a connector include an automated email archive and simple file sharing. It also includes a version control through which you can manage all your documents easily.

How do add-ons work for document management?

An add-on is a very helpful tool for different businesses of all scales and sizes. It makes the daily task of managing the documents easier. This tool offers a rich experience of document management and storing it. It can also draft a document in Microsoft Word, Google Docs, etc.

Add-ons make your work more productive by reducing the amount of work. Now, you do not require switching between the different systems and platforms to handle the various documents. From making a presentation to attaching an email, this connector will do everything at your fingertips.

In addition, such add-ons simplify the work with a click. It can be used with any other document management system or tool. Moreover, the connector can handle as many documents as you want for the business.

Perks of getting the best add-ons for your business

Most organizations choose purchasing add-ons to handle their daily documents and papers rather than going for expensive fully built solutions. It has ample benefits for the business such as:

Archiving the emails

Putting an add-on will automatically help to archive emails in the sender’s ID. This feature will reduce the problem of overflowing emails in your inbox. It also decreases endless threads while finding an email. This automated feature can be configured to archive the numerous emails in your system.

No more switching to the different apps

Earlier, we had to save the files on the desktop and then upload them on any platform. With a modern add-on, you can reduce the hassle of uploading the documents. It helps to save business documents from Microsoft platforms to other tools. Besides, the add-ons can also save time by helping you search the files quickly with archived documents.

Enhances the working of the existing system

You can use an add-on with a documents scanner to streamline the full process of document management. It will also simplify the processes of check-in and check-out documents using various Microsoft Office tools. You will gain real-time collaboration with a centralized file system and version control.

Puts content into the record management system

The add-ons will push the content directly from Microsoft Office tools to the record management system. You have to only open archived documents from the add-ons in the apps. It also helps to store all the previous versions of the documents.

Conclusion

You can make your present system better by getting effective solutions. It also helps to store and manage daily documents with the help of such solutions. From the benefit of saving time and effort, the solution is helpful in numerous ways.

Add-ons are one of the most effective document management solutions, and it improves productivity. It is the most useful tool for the business.

 

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