Document Management

Simplify the way work gets done! Modern document management tools automate your business processes to save you time, optimize your workflow, reduce human error, and improve overall security.

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What is Document Management?

Put simply, a document management system allows you to manage the lifecycle of any document in a digital format. It manages every stage of a document’s lifecycle, from creation and capture to indexing, storage, retrieval, and distribution.

This makes it much easier to keep information organized and accessible — which not only reduces the risk of lost files, but also helps organizations work more efficiently while cutting down on the costs associated with paper.

Document management systems also make it so authorized employees can securely access files and documents whenever they need them. This kind of accessibility has become even more important as remote and hybrid work environments continue to grow; teams need to be able to quickly retrieve, share, and collaborate on documents from virtually anywhere, and a document management system makes that possible.

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Benefits of a Document Management System

Cut costs by eliminating paper-based filing
Improved file organization — more easily search and access your documents
Easier time sharing and collaborating among team members
Increased document security — no more important documents left sitting out!
Remote team members can access documents from anywhere
Less time spent on mundane tasks with automated document paths

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Let’s Talk Cybersecurity

The internet can feel like a scary place, and deciding to manage all of your documents online can feel even scarier.

At Coordinated Business Systems, however, we stay at the forefront of innovative document management technology — including the cybersecurity measures that protect it. Our workflow solutions are designed with security in mind and offer features such as:

Regulatory compliance, including HIPAA
Easy backup and recovery options
Auditing of document access and modifications
Access controls by department or individual user

In short, our cutting-edge document management solutions store your business files electronically in a secure environment where only authorized employees can access sensitive information.

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Workflow Automation

Eliminate the repetitive, mundane tasks like data entry and document summarization, freeing you to focus on work that actually drives the business forward.

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Document Storage

Store, archive, and easily retrieve electronic documents.

Human Resource Automation

Store employee documentation, populate captured data onto multiple forms, and enable automatic notification of post-hire activities.

Digital Fillable Forms

Design custom forms that automatically capture high-value data and populate repetitive information onto other forms.

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Accounts Payable Automation

Extract high-value accounting information without slowing the flow of business processes; AP automation software allows you to handle the routing, matching, approval and distribution of purchase orders, invoices, and more.

And It’s All Thanks to an Extraordinary Connection

Coordinated Business Systems partners with Square 9 to help make document management feel a whole lot less complicated. Instead of forcing you to change the way you work, Square 9 fits into the technology and systems you already use every day — integrating with your existing business applications, office equipment, and third-party software to keep everything connected and running smoothly.

Not Convinced?

Test the modern-workflow-waters with a free demo of Square 9’s AP Invoice Processing Tool. This form is programmed to automatically extract and record the vendor name, invoice number, invoice date, and amount from cluttered AP invoices.

Simply upload a PDF, sit back, and relax!

Try It for Free!