Email has many purposes, but document management is not one of them. We send and receive documents in our emails all the time, but try finding that document later when you really need it (like during an audit) and you’ll be amazed at how they disappear…
If there’s one thing you need when it comes to documents, it’s reliability. Documents define our projects, control our expenses and manage our risks. The agency relies on documents to function. That’s why the #1 rule of document management is centralization. You need all your important documents in one system that is easily searchable, is designed for that purpose and has the security you’d expect for your most important data.
All of the leading agency management systems offer that functionality. If you don’t currently have an agency management system, that’s a good place to start.
Automation saves time, money and effort. Automating document management can prevent lawsuits, improve margins and reduce risk for the agency. Those are all key elements in staying competitive in the advertising space today.
If you don't have an agency management system that gives you the ability to automate key tasks like document management, consider Advantage's agency management system. Since it integrates Media, Accounting and Project Management you have the ability to automate a large number of tasks which can save entire FTEs and improve the risk profile for the agency significantly.