RIAs manage large volumes of sensitive client information every day. With strict regulatory requirements, you need a secure and organized way to handle documents. The right financial document ...

FileHold Recognized as Digital Market Leader by Gartner for Value, Usability, Customer Support, and Recommendations ...

Searching for a robust document management system (DMS) that fits the needs of a small business can be confusing and overwhelming. While some companies provide document management as part of their ...

Like office co-workers whose friendship ultimately evolves into something more permanent, document management and workflow have become inextricably linked because, like a couple, one influences the ...

Document workflow is all encompassing: from invoicing to email, it touches every aspect of a business. Here, Abe Niedzwiecki, vice president of technology of document management software and workflow ...

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software (Nasdaq: UPLD) and HP Inc. announced plans to bring Upland’s Document Workflow Cloud solutions onto HP Workpath as part of their continued efforts to ...

With the constant input of new work, the modern law demands well-planned efficiency and adept organization. Law firms deal with a copious amount of paperwork, often dealing with an innumerable number ...

QUAKERTOWN, Pa.--(BUSINESS WIRE)--Synergis Software, a global leader in engineering document management and workflow solutions, today announced that Synergis Adept has earned over 40 #1 rankings in G2 ...

Document management is similar to digital asset management, but less for media than for documents, files and various records. Technologies include capturing metadata, integrating documents into other ...

Learn how your business can benefit from digital asset management, which will boost productivity, improve collaboration, and save time and money.