We know that document management is a process of organizing files, data, and other records through capturing, managing, storing, preserving, and delivering them across an organization. Others see document management as a link connecting applications used in interacting with customers and those used in handling internal processes. We know that document management systems or document management software allow users to create and manage electronic records that can be accessed, browsed, and printed out from any computer or printer without any alterations on the original look and feel of the pages, complete with graphics, text, photos, and color.

Document management systems allow users to take control over the documents of the organization throughout their lifecycle. From the formation of an idea scribbled on a sheet of paper to the administration of multiple working documents to scrub down that idea, to the storage of those documents, document management system give users a tool for the effective and efficient organization and processing of data or documents.

Presently, many organizations use shared file servers in storing important documents. Stored documents are often classified into directories, along with their associated files. On the other hand, there are still users who experience difficulty in searching and finding significant documents in their assortment of directories and subdirectories. The task of looking for a certain file can become tedious and near impossible as the number of stored files grow. File servers can sure be effective solutions for problems in storing and managing copies of important files however, they often lack important document management requirements such as controlling and keeping track of modifications made to files, processing and managing templates to guarantee that everyone is using the latest version, ensuring file security to keep users from simultaneously doing changes to documents, and doing fast, easy, and quick document searches within the organizational network.

Document management systems can be thought of as advanced file servers that simplify document workflow. In the most basic sense, document management systems or document management software can create or capture documents and convert them to electronic forms like scanned images, faxes, emails, PDFs, and CAD files. These can then be stored and managed in a repository and can be duplicated in servers, hard disks, optical disks, and the like. These documents are now ready for retrieval and delivery across secure websites and portals, email, and secure LAN or WAN access. Electronic documents can also be printed for later distribution.

There are many organizations that have moved towards the implementation of document management software. Many of these organizations have seen a lot of benefits in having document management software. These benefits include the elimination of paper, more office space available, and reduction of time spent on retrieving records or data. Document management software also minimizes the cost of handling, storing, and duplicating paper documents, reduces the amount of time that employees spend on searching for a piece of information, enhances customer service through timely access to important documents, strengthens disaster recovery plans through guarantees that data are secure, provides business continuity, and helps ensure regulatory and legal compliance.

A lot of organizations consider documents and files as important assets. In turn, they see document management as significant investments that allow businesses to have effective and efficient control over their records.