We looked at some document management trends in 2016 and one year later, there has been quite a few changes in the digital landscape. Companies and business owners, to adapt to these changes, must stay ahead of document management trends to save money and run corporations efficiently. Let’s look at some of the current trends for 2017:

Cloud accessibility

Nowadays, practically everything in business takes place online as employees need to upload and download documents at any time and place. Web-based document management not only ensures that documents are available at any time but also allows for scalability, making it a solution for both small and big businesses.

Since it offers ease of access and reduced costs, cloud computing drives the best document management systems and you don’t need to be on a specific computer to access your files; all you need is an internet connection. A cloud document storage system digitally managing your documents can considerably reduce the amount of time searching and manually processing your documents.

Cloud computing is generally viewed as the ideal method for managing electronic files since an online system offers ease of access, enhanced security, a simple keyword search and reduced costs.


We’re all guilty of this; spending a lot of time checking our smartphone or tablet and apps throughout the day. Today’s businesses – and professionals – are always on the go, with employees working from home, on business trips, and from other off-site locations. They should be able to access company documents, that’s why it’s important to apply software compatible for mobility.

Employees working on campaigns or projects that require instant mobile access means the need for mobile document management has increased significantly. Make sure that your document software is not only easily accessible, but also needs to be user-friendly enough for employees to understand what they’re looking at without interpretation.

Another upside is; in this world of social media, people use their phones as a one-stop-shop so documentation can be transferred easily between employees working together from different locations.

Client portals

Your clients are an integral part of your business. How they react to your business or product can have an impact on your bottom line. Therefore, client portals are important. They give a personal touch to your business and gives clients access to documentation they need. Millennials are tech-savvy and will engage better through your business technology.

Client portals will allow customers to:

  • log in
  • access documents
  • ask questions
  • comment or query documents
  • download their own files.

Essentially, you gain trust and loyalty from your customers through your transparency as the client portal will align your clients to the product.



Axero solutions

Clear Data Group