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 ...

AI agents can reason, plan, and make decisions—but they cannot generate a contract, parse a scanned invoice, or produce a ...

On Thursday, cloud-based document and email management provider NetDocuments announced the launch of a new product called PatternBuilder—a tool intended to generate documents within the NetDocuments ...

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 ...

Accountants are facing increasing demands for precision, speed and data protection. This is because the handling of confidential financial records requires not only technical expertise but also robust ...

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 ...

AUSTIN, Texas--(BUSINESS WIRE)--Upland Software, Inc. (Nasdaq: UPLD), a leader in cloud-based enterprise work management software, today announced the release of Upland Intelligent Capture, a solution ...

Businesses have never had to manage as much data as they do today. From invoices and contracts to reports and emails, companies handle an overwhelming volume of information every day. Keeping those ...

A computerized filing system makes organizing your files easy. Here's how to implement one in your business.

Workflow is something that gets taken for granted by many practices. It's not uncommon to assume that a practice management or tax prep application, for instance, has efficient workflows built into it ...