Batesio answers

Every answer below is aimed at a question people measurably search for, is written from named sources, and links to the page that handles the job itself. None of them is a landing page in disguise.

• Document capture software for a small firm: size the backlog and the daily load before you buy it

  Document capture software is chosen for the load it must carry: the backlog in boxes, the pages arriving daily and the retrieval time it replaces.

• Accounting document management: every file carries a client, a period and a retention date, or it is lost

  Accounting document management ties every file to a client, a period and a retention date on arrival, most arriving from the client through a portal.

• Document sharing portal for a small firm: files in both directions, logged, in one record

  A document sharing portal takes files in from clients and sends them back through the same door, logging both, under the firm's name, in one client record.

• Client document upload portal: the receipt the client gets, the log the firm keeps, the file that lands filed

  A client document upload portal gives the client a receipt, gives the firm a log, and files the upload against the client and the matter on arrival.

• Employee document management for a small employer: one file per person, kept for as long as the policy says

  Employee document management is one file per person, with every document numbered, dated and held to the retention period the employer's policy sets.

• Employee document management system for a small employer: the four things to require before buying

  An employee document management system must file per person on capture, set retention per document, log access and export a whole file.

• Document validation services for a small firm: what a validation checks, and what the firm keeps as proof

  Document validation services check that a captured document is complete, legible, in order and matches its record, with the result kept per page.

• HIPAA compliant document sharing for a small firm: what the software must do, and what stays with the adviser

  HIPAA compliant document sharing needs a portal that logs every access, encrypts in transit and at rest, and exports the record.

• Confidential document sharing for a small firm: log the access, expire the link, revoke the file

  Confidential document sharing needs three controls: an access log per file, links that expire, and the ability to revoke a shared file after it was sent.

• DMS document management system for a small firm: what the acronym covers, and what a small firm actually needs from it

  A DMS document management system for a small firm needs capture, numbering, a client record with retention dates, a portal and an export.

• Document imaging systems for a small firm: the scanner, the filing rule and the record, sized from the backlog

  A document imaging system is a scanner, a filing rule and a record; size the backlog and the daily load first, then buy the scanner for the load.

• Document imaging software for a small firm: it files on arrival, or it is a scanner driver

  Document imaging software earns its place by filing each scanned page against the client and matter with a number and a retention date on arrival.

• Document data capture for a small firm: which fields to capture from each page, how they are checked, and where they live

  Document data capture reads the fields a firm needs from each page, client, date, amount, reference, checks them, and files them against the numbered page.

• Real estate document management software for a small office: the transaction file, complete and dated

  Real estate document management software keeps one transaction file per deal, every document numbered and dated, shared with the parties through a portal.

• Document validation software for a small firm: four checks per page, with the result kept against the number

  Document validation software runs four checks on each captured document, complete, legible, ordered, matching, and keeps the result against the page.

• Document imaging for a small firm: the backlog in boxes, the filing rule, and the archive it becomes

  Document imaging turns a firm's paper into numbered, filed pages; size the backlog and the daily load, set the filing rule, and plan the archive.

• Document sharing platforms for a small firm: the drive, the portal and the enterprise platform, and which one a small firm needs

  Document sharing platforms come in three shapes, the general drive, the client portal and the enterprise platform; a small firm needs the portal.