What solution do you use to organize your documents?

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New Contributor

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, applications, contracts, policyholder agreements, claim forms, PIP forms and HCFA forms. We are considering for a long-term use and investment as dealing with customers and mounting paper can be a daunting task. So, we want the transition to be smooth too.

 

I have done a bit of research online and found a few document management systems. I’ve been taking the online reviews and testimonials into consideration, but these are not the only factors to consider if you’re thinking of long-term investment. For the time being, I am using Microsoft SharePoint for documentations, but I am thinking of getting a SharePoint based document management solutions suggested by one of my friends, to manage and track the documents as I am already comfortable with SharePoint. So, I’d like to get some insights and suggestions on the brand and the other DMS tools based on your experiences. I’d like explore my options before moving forward.

 

Since we don’t have much time to waste, I’d love to hear from you as soon as possible.

 

Thanks in advance!

 

1 Reply

@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.