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Writer's pictureAlice Brown

Real Estate Document Management System Features

Updated: Nov 23, 2021


Cloud Based Document Management System for Real Estate

When it comes to Real Estate Document Management Systems, there are few that offer all the features necessary for a successful project. However, Docupile has been proven time and time again to be the best Real Estate DMS in the industry. This post will detail what features make Docupile stand out from other Real Estate Document Management Systems on the market today!


Why Would I Choose DMS over Content Management Systems (CMS)?


Content management software overrides the traditional FTP process of uploading and downloading files. Rather than upload your website to a remote FTP server, content management makes it.


A CMS does not utilize workflow and process management as a DMS would.


Why choose document management systems over other technologies?

Quality Management Software applies to manufacturers subject to FDA or GMP regulations, which are unique from typical enterprise manufacturing.


Whereas many people falsely believe that a real estate document management system is just like any other technology, it differs in that it helps businesses to work more effectively.


Satellite/Remote Access


A remote access option allows auditors to see documents from their office using the company's satellite connection and is mandated for the various company locations to ensure all paperwork remains up to date and secure.


However, these new technologies have more than just benefits to the auditors—they also provide tools for managers and administrators who need to control unstructured.


These are features that are especially great with Cloud Based Document Management System for Real Estate. Some of them have to do with access and location, and both. A must for organizations with fast-growing goals and tight compliance standards, remote access provides executives with HR professionals and their employees the means to structure content in a snap.


Folder, File, Cabinet, and Drawer Renaming


Namely, a DMS software should offer multiple methods of renaming various content storage repositories. You can enable such views in the system with only a few clicks.


Item Favorites


A true Real Estate electronic document Management System should offer the ability to mark repositories as a favorite, improving the content search function and enabling a faster workflow.


Item Tagging and Un-tagging


Intended for content that is meant to be published for a shorter amount of time than an item favorite, Knowledge and process workers alike can tag files they need.


Some items are only relevant for a short period of time, and their impermanence is important.


Content Check-out and Check-in


This very basic yet useful feature is something that any vendor of real estate document management system software should include.


One of the most common features of a real estate document management system is its compatibility with PDF editors and Microsoft products.


While the item is checked out, no other employee can check out the file within the system. Once your document has been checked back in by another person.


One of the key benefits is the fact that it doesn't allow for renaming files, which ensures that two or more parties can work on a file.


Boolean Content Search


One of the many Enterprise Content Management features is transforming Boolean logic into mathematical formulas to make retrieving files easier.


In addition to being a basic database search tool, this process will prevent users from opening irrelevant folders or pieces of content. The DMS separates and categorizes all content into individual components within the system.


Custom Email Server Settings


This feature allows DMS users to update their custom email server settings with ease.


Automated Document Deletion and Retention Scheduling


This feature enables automatic deletion and archiving of content, which reduces the overuse of storage space. A retention and deletion feature will allow you to set the duration of time for which you keep documents, delete them immediately or at a later date.


Pervasive Drag and Drop Bandwidth


Drag and Drop features may be familiar in the Microsoft Windows and Apple Macintosh spaces. A DMS software's ability to store and organize all documents across hierarchies of storage is key to its functionality, speed, and ease.


On-Premise to Online Converter Tools


Although the DMS is most commonly seen in on-premise environments (accountants, for instance), you can use a real estate document management system, while many organizations purchase on-premise software before transitioning to an online, cloud-based system.


Moving to the cloud is a brave move for many, but it can be made easier with tools such as those found in some DMS systems. As with on-premise solutions, cloud-hosted document management systems offer advantages and features that are best explained to new users.

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