Author: Laura Bulmer
Since 1996, DocTech has been a trusted UK-based provider of DocuWare, helping businesses optimise their document management systems and streamline business process operations. DocuWare is an invaluable tool for improving productivity, but like any tool, users need to make the most of it.
Our expert team has put together these top 10 DocuWare tips to help you use DocuWare effectively and get the most out of your investment.
One of the greatest advantages of DocuWare is its ability to automate and customise workflows. Tailor your document management system to match your specific business process operations, whether it’s invoice scanning, contract approvals, or expense reporting. Automation reduces manual tasks and ensures a consistent process every time.
Intelligent Indexing in DocuWare speeds up the filing process by automatically extracting key data from your documents. Whether you're processing invoices, contracts, or HR forms, this feature helps reduce errors and improves efficiency in your document management system. Once set up, you’ll spend less time on manual data entry and more time on strategic tasks.
Assign appropriate user permissions within DocuWare to ensure data security and process integrity. Role-based access helps keep sensitive information secure while giving employees the tools they need to perform their roles effectively. This is a crucial tip for maintaining compliance and security in your document management system.
DocuWare integrates seamlessly with other business systems, such as ERP, CRM, and accounting software. By integrating your document management system with these platforms, you can improve data consistency and streamline business process operations. For example, linking DocuWare with your accounting software makes invoice scanning and approval workflows faster and more accurate.
Manual invoice processing can be time-consuming and error-prone. With DocuWare, you can automate the entire invoice scanning and approval process. This not only speeds up payment cycles but also reduces the risk of lost or misfiled invoices. Automated workflows ensure that invoices are processed quickly and accurately.
Ensure it continues to meet the evolving needs of your business.
If you’re not already using DocuWare Cloud, consider making the switch. Cloud-based document management systems offer flexibility, scalability, and enhanced security. Employees can access documents from anywhere, making remote work and collaboration easier and more efficient.
To get the most out of DocuWare, regularly review your workflows and processes. Are there bottlenecks in your business process operations? Are new tasks or requirements arising? By keeping your system optimised, you can -
DocuWare’s mobile apps allow you to manage documents and workflows wherever you are. Whether you need to approve an invoice, upload a document, or review a contract, mobile access ensures you stay productive even when you’re away from the office.
A document management system is only effective if your team knows how to use it properly. Invest in regular training sessions to ensure all employees are comfortable using DocuWare. DocTech provides training and support to help UK businesses maximise their DocuWare investment.
DocuWare continually evolves with new features and improvements. Stay informed about the latest updates and enhancements to ensure you’re making the most of the software. DocTech offers ongoing support and guidance to help you stay ahead and maximise efficiency. You can sign up to our blog which will keep you abreast of all the latest news and features of DocuWare.
By applying these DocuWare tips, you can improve your business process operations, streamline workflows, and ensure your document management system works to its full potential. As a leading UK provider of DocuWare since 1996, DocTech is here to support you every step of the way. Get in touch with us to learn more about how DocuWare can transform your business.
Read our latest blog here - DocTech is thrilled to partner with MCS Rental Software, providing a revolutionary solution for managing large invoice volumes.
