Forum Discussion
What solution do you use to organize your documents?
Hey all, Hope you’re all doing good amidst the Pandemic! I work at an insurance company. My firm is looking forward to implementing a DMS as it has become a bit difficult to manage quotes, appli...
jennifer_mj do you have a specific set of features or functionality you need?
I normally use Document Sets to store Contracts and related documents e.g. correspondence, variations etc. I also use Power Automate for reminders, approvals and managing the lifecycle of the document.
I also work with people who use HPE Content Manager and Records 365.