{"id":1283,"date":"2023-10-09T08:18:05","date_gmt":"2023-10-09T08:18:05","guid":{"rendered":"https:\/\/maplecrm.com\/blog\/?p=1283"},"modified":"2024-10-03T06:00:31","modified_gmt":"2024-10-03T06:00:31","slug":"document-creation-software-why-should-you-manage-documents-digitally","status":"publish","type":"post","link":"https:\/\/maplecrm.com\/blog\/document-creation-software-why-should-you-manage-documents-digitally\/","title":{"rendered":"Document Creation Software &#8211; why should you manage documents digitally"},"content":{"rendered":"\n<p>Quick guide on how digitally creating and managing documents saves time and energy in day to day transactions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/CANADA-8-1024x512.png\" alt=\"\" class=\"wp-image-1284\" width=\"712\" height=\"356\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/CANADA-8-1024x512.png 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/CANADA-8-300x150.png 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/CANADA-8-768x384.png 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/CANADA-8.png 1200w\" sizes=\"auto, (max-width: 712px) 100vw, 712px\" \/><\/figure>\n\n\n\n<p>Document creation, maintenance and updating is an inseparable part of any business. Gone are the days when manual generation, printing, filing and storing used to consume a major part of the working day. <\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Estimates \/ Quotations<\/li>\n\n\n\n<li>Contracts<\/li>\n\n\n\n<li>Agreements<\/li>\n\n\n\n<li>Invoices<\/li>\n\n\n\n<li>Receipts<\/li>\n<\/ul>\n\n\n\n<p>These are some of the most common documents which are mandatory for any business. As important it is to manage these documents, so is the security and access control, since there&#8217;s sensitive information<\/p>\n\n\n\n<h2 class=\"wp-block-heading has-medium-font-size\"><strong><span style=\"color:#111465\" class=\"has-inline-color\">Manual Vs  Digital Document Management<\/span><\/strong><\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:19px\"><strong><span class=\"has-inline-color has-vivid-red-color\">Dependency on Experitse<\/span><\/strong>:<\/h3>\n\n\n\n<p><strong>Manual Document management<\/strong> = dependency on expertise.                        The person in charge of generating documents must be vigilant enough to ensure all the details are mentioned in every document, the alignment is proper. Plus, ensure no errors and misses. <\/p>\n\n\n\n<p><strong>Digital documentation<\/strong> eliminates the overall need of manual intervention. With pre-defined templates, one doesn&#8217;t have to type in any information, nor can edit without permission. This ensures ZERO errors and inclusion of all the terms to be mentioned at any point of time.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:19px\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\"><strong>Time required for generation +<\/strong><\/mark><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\"> proof-reading<\/mark><\/strong>:<\/h3>\n\n\n\n<p>The long hours needed to type in a document, have the tables aligned and placed perfectly and inclusion of all the details is a time consuming process by itself. You cannot be too sure all the time to just change the names of the clients and print it out, you MUST go through the entire document every time, since any addition \/ deletion changes the entire text placing.<\/p>\n\n\n\n<p>Proof reading every time is required since this is a manual process and open access to everyone. The amount of time required for this is massive and still leaves room for errors.<\/p>\n\n\n\n<p>Digital documentation doesn&#8217;t allow any changes to unauthorized personnel. If any changes done, those are duly recorded so as to easily back track them.<\/p>\n\n\n\n<p>Proof reading not required every time, since the software&#8217;s intelligence ensures no placement disruptions.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large is-resized is-style-default\"><a href=\"https:\/\/maplecrm.com\/demo-request\/immi-crm-demo\/?utm_source=ga&amp;utm_code=GAOCT23W1\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Agreement-3.png\" alt=\"agreement generator, document generation, software for document management, document generator, immigration contract, agreement for immigration consultants\" class=\"wp-image-1285\" width=\"558\" height=\"186\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Agreement-3.png 600w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Agreement-3-300x100.png 300w\" sizes=\"auto, (max-width: 558px) 100vw, 558px\" \/><\/a><figcaption class=\"wp-element-caption\">Generate Agreements in just 1 click.<span style=\"text-decoration: underline;\"><a href=\"https:\/\/maplecrm.com\/demo-request\/immi-crm-demo\/?utm_source=ga&amp;utm_code=GAOCT23W1\" data-type=\"URL\" data-id=\"https:\/\/maplecrm.com\/demo-request\/immi-crm-demo\/?utm_source=ga&amp;utm_code=GAOCT23W1\"> Learn More<\/a><\/span><br><\/figcaption><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\" style=\"font-size:19px\"><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-red-color\">User access control &#8211; Security and Approval<\/mark><mark style=\"background-color:rgba(0, 0, 0, 0);color:#c01e54\" class=\"has-inline-color\"> <\/mark><\/h3>\n\n\n\n<p>Do you give access to ALL of your employees to ALL the documents? No right? How do you ensure this WITHOUT someone manually patrolling the documents folder?<\/p>\n\n\n\n<p>Impossible in manual document management. Digital \/ Automated document management allows you to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Restrict user access control<\/li>\n\n\n\n<li>Password protect documents<\/li>\n\n\n\n<li>Enable document generation without editing permission<\/li>\n\n\n\n<li>Records of changes made- when, where and by whom<\/li>\n\n\n\n<li>Approval of Managers for the documents generated<\/li>\n\n\n\n<li>Share that very instant with customers<\/li>\n\n\n\n<li>Easy search of past documents<\/li>\n<\/ul>\n\n\n<div class=\"wp-block-image is-style-default\">\n<figure class=\"alignright size-large is-resized\"><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture-1024x1024.jpg\" alt=\"\" class=\"wp-image-1286\" width=\"305\" height=\"305\" srcset=\"https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture-1024x1024.jpg 1024w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture-300x300.jpg 300w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture-150x150.jpg 150w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture-768x768.jpg 768w, https:\/\/maplecrm.com\/blog\/wp-content\/uploads\/2023\/10\/Lead-Capture.jpg 1200w\" sizes=\"auto, (max-width: 305px) 100vw, 305px\" \/><\/figure>\n<\/div>\n\n\n<p>Some of the greatest advantages of digital documentation are:<\/p>\n\n\n\n<p class=\"has-black-color has-vivid-green-cyan-background-color has-text-color has-background\"><strong>About 35%  <\/strong>                         reduction in operating costs<\/p>\n\n\n\n<p class=\"has-luminous-vivid-amber-background-color has-background\">      <strong>  About 50% <\/strong> time saving  <\/p>\n\n\n\n<p class=\"has-white-color has-vivid-cyan-blue-background-color has-text-color has-background\"><strong>70-75%<\/strong> Improvement in Document Quality and Precision                                                                                     <\/p>\n\n\n\n<p><strong><span style=\"color:#3b3be9\" class=\"has-inline-color\">Maple<\/span> CRM<\/strong>  is the best software for document generation.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Generate Documents, Agreements, Contracts with 1 click<\/li>\n\n\n\n<li>Multiple types of template configuration<\/li>\n\n\n\n<li>Solid Team Support for template generation<\/li>\n\n\n\n<li>User Access control <\/li>\n\n\n\n<li>Manager Approval Provision<\/li>\n\n\n\n<li>100% configurable document format<\/li>\n<\/ul>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<p class=\"has-text-align-center\" style=\"font-style:normal;font-weight:600\"><strong><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-vivid-cyan-blue-color\">Maple <\/mark><mark style=\"background-color:rgba(0, 0, 0, 0)\" class=\"has-inline-color has-black-color\">CRM<\/mark>: <\/strong>The most user-friendly and smart software for thriving businesses for an automated workflow which boosts productivity.<\/p>\n\n\n\n<div class=\"wp-block-buttons is-content-justification-center is-layout-flex wp-container-core-buttons-is-layout-16018d1d wp-block-buttons-is-layout-flex\">\n<div class=\"wp-block-button has-custom-width wp-block-button__width-75 has-custom-font-size\" style=\"font-size:24px\"><a class=\"wp-block-button__link has-white-color has-luminous-vivid-orange-background-color has-text-color has-background wp-element-button\" href=\"https:\/\/immigration.maplecrm.com\/\"><strong>Schedule Demo<\/strong><\/a><\/div>\n<\/div>\n\n\n\n<p class=\"has-text-align-center has-white-color has-vivid-green-cyan-background-color has-text-color has-background has-medium-font-size\"><strong>info@maplecrm.com   |      +91 9538925641<\/strong>    |    www.maplecrm.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Quick guide on how digitally creating and managing documents saves time and energy in day [&hellip;]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-1283","post","type-post","status-publish","format-standard","hentry","category-uncategorized"],"_links":{"self":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1283","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/comments?post=1283"}],"version-history":[{"count":2,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1283\/revisions"}],"predecessor-version":[{"id":2061,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/posts\/1283\/revisions\/2061"}],"wp:attachment":[{"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/media?parent=1283"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/categories?post=1283"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/maplecrm.com\/blog\/wp-json\/wp\/v2\/tags?post=1283"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}