The most important aspect to consider when choosing document imaging workflow software is ease of use. If creating, filing, and finding documents isn't easy and intuitive, your employees will resist using the system and your ROI will decrease. By far, the best way judge ease of use is to try the software yourself: "canned" demos don't give you the real experience.

Document imaging workflow software automates approval processes, editors, and other document routing. Extensive workflow rules can be a distinguishing factor between small- to mid-sized solutions and true enterprise-level systems. When you submit a free BuyerZone request for document management software quotes, several experienced vendors will review your needs to determine the appropriate-sized software for your business.

Many document imaging workflow software packages use familiar metaphors: file cabinets, folders, and paperclips, for example. These help even the least computer-savvy employees catch on quickly. Look for a balance between an uncluttered interface and the ability to get common tasks done quickly, without having to click through too many screens.

Typical document imaging workflow software features

• Flexible architecture - Look for systems that store your documents in their original formats and run on a range of hardware.
• Customizability - The document imaging workflow software should be customizable to match your business processes.
• Scalability - The system needs to be able to grow with you, both in terms of how many users it supports and how many documents it can handle.
• Security - The more granular the security options, the better.
• Searching - The more granular the security options, the better.
• Workflow - Is it easy and logical? Can you easily call up all related docs – all W2's, for example, or all docs with a certain customer number?

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