Document Management
Store and Access All Business Content in One Digital Location

Enhance your workflow efficiency and ensure seamless access to your documents anytime, anywhere, with document management.

Reimagine Your Document Management

Harness the power of enterprise content management (ECM) automation to significantly reduce the time spent searching for information, improve your compliance, and increase employee productivity. These wins don’t just streamline your overall operations, they also let your team focus on more strategic initiatives and boost your security and information governance, giving you peace of mind.

Faster Information Searches
+ 0 %
Improvement in Document Compliance Adherence
0 %
More Documents Processed per Employee
0 %
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What is Document Management?

Document management software stores all document-based content in one digital location. It handles any document file type. You can search and find content faster. Access the information you need wherever and whenever you need it. As a result, enterprise document management software empowers you to make quicker and smarter decisions. Plus, you streamline your business processes.

I like that document management is user-friendly software.

“I like that document management is user-friendly software, and we can easily find the data we’re looking for.”

Ben Henderson

Duchesne County Roads Department Director, Duchesne County

Activate the Impact of Document Management

Document management is versatile. You can apply it to any area of business where content and processes exist. You can use document management software across an entire company. However, many people choose to start with a department or a specific process. If you start big or small, we’re confident it’ll make life at work better.

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Reduce Costs

You’ll streamline procedures with document management software. Naturally, this leads to cost reductions. That’s because digitally storing all your documents means less paper and less paper equals decreased costs. You may also cut down on shipping fees when you don’t need to mail information.

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Save Time

Locating a specific document can take a lot of time. You scour through applications, email inboxes, spreadsheets, file shares, and filing cabinets. We’ve all been there. With document management software, your data is in one place. So there is only one place to look, allowing you to quickly search and retrieve your data in its many formats.

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Increase Productivity

As a result of saved time, you increase productivity. You and your team can focus on more valuable tasks. Getting more done in the same amount of time, now that’s the definition of productivity! Maybe you’ll even unlock talents and skills in employees that would’ve remained hidden.

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Deliver Better Customer Service

Customer service can flourish when you have all the information you need. The ability to search, process, and deliver data is beneficial for everyone. With content services, you can create high-quality service and seamless experiences for your customers.

How to Use It

Simplify and Secure Your Document Management

Reach the full potential of your organization’s document management strategy with our advanced technology. Designed to streamline processes, enhance security, and improve collaboration, document management offers a comprehensive suite of capabilities that caters to your unique needs. Whether you’re looking to digitize paper documents, automate workflows, or ensure seamless integration with your existing systems, this technology empowers you to achieve greater efficiency and productivity.

Capabilities include

  • Document Capture and Imaging
  • Version Control
  • Access Controls and Security
  • Workflow Automation
  • Integration with Core Systems
  • Search and Retrieval

Document Capture and Imaging

Efficiently capture, store, and retrieve both paper and electronic data in a single electronic location, centralizing your documents for easy access and management.

  • Digitize paper documents for easy storage and retrieval
  • Utilize OCR to convert scanned documents into searchable text
  • Store documents in a centralized, searchable database
  • Reduce physical storage needs and improve document accessibility

Version Control

Document management systems provide robust version control features that track changes to documents, allowing users to access previous versions and see a history of edits. This ensures that the most current version of a document is always available and helps prevent conflicts and errors.

  • Track changes to documents with detailed version histories
  • Access previous versions to review edits and updates
  • Ensure the most current version of a document is always available
  • Prevent conflicts and errors by maintaining accurate version control

Access Controls and Security

Advanced access controls and security features ensure that only authorized users can access, edit, or share documents. This includes role-based permissions, encryption, and audit trails to monitor document activity and ensure compliance with security policies.

  • Implement role-based permissions to control document access
  • Use encryption to protect sensitive information
  • Monitor document activity with audit trails
  • Ensure compliance with security policies and regulations

Workflow Automation

Document management systems can automate repetitive tasks and workflows, such as document routing, approvals, and notifications. This reduces manual intervention, speeds up processes, and ensures consistency and accuracy in document handling.

  • Automate document routing and approvals
  • Reduce manual intervention in document-related tasks
  • Speed up processes with automated workflows
  • Ensure consistency and accuracy in document handling

Integration with Core Systems

Integration capabilities allow document management systems to seamlessly connect with other enterprise systems like ERP, CRM, and HRIS. This ensures that documents and data are easily accessible across different platforms, improving overall efficiency and data consistency.

  • Seamlessly connect with ERP, CRM, and HRIS systems
  • Ensure documents and data are accessible across platforms
  • Improve overall efficiency with integrated systems
  • Maintain data consistency across enterprise applications

Search and Retrieval

Advanced search and retrieval capabilities enable users to quickly find documents based on various criteria, such as keywords, metadata, or content. This reduces the time spent searching for documents and ensures that critical information is always readily available.

  • Quickly find documents using keyword searches
  • Utilize metadata to enhance search accuracy.
  • Access documents based on content criteria
  • Reduce time spent searching for critical information
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Deep Industry Expertise

Streamline Your Content Management, Whatever Your Industry

Our extensive experience enables us to develop enterprise content management solutions that solve your most complex document management challenges. We create customized solutions for you using enterprise content management technology and other advanced technologies and integrate them with your existing systems to solve the problems that are unique to your organization and ensure secure, efficient, and seamless handling of all your content.

Learn More About Our Industry & Departmental Solutions

Customer Stories

Every Success Story Starts With a Vision

Our customers inspire us every day. It’s our privilege to help them achieve their goals and reimagine what’s possible.

View More Customer Stories

We would have needed a legion of human data processors to achieve what Naviant did, and continues to do, for us.

“We would have needed a legion of human data processors to achieve what Naviant did, and continues to do, for us. The time savings we enjoy now are invaluable. This is why I keep asking Naviant to do even more.”

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Darin Hobbs

University Registrar, Western Governors University

Accounts payable has been transformed from a paper-pushing payment process to a flexible, time-saving solution.

“I love this solution. Accounts payable has been transformed from a paper-pushing payment process to a flexible, time-saving solution. We no longer spend time pushing physical paper through the process and filing that paper once we’re done with it.”

Director of Finance, Wis-Pak

With the increase in efficiency OnBase has brought, we’ve been able to do more with the people we have and avoid hiring new people unnecessarily.

“With the increase in efficiency OnBase has brought, we’ve been able to do more with the people we have and avoid hiring new people unnecessarily.”

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Kylie Arnold

OnBase Administrator and Database Administrator, City of St. George

There is no question in my mind that without ECM, we certainly wouldn’t be where we are today.

“There is no question in my mind that without OnBase, we certainly wouldn’t be where we are today. And that is completely different from where we were 10 years ago. I think we are poised well for the future because of what we have been able to accomplish with OnBase.”

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Joseph Malecki

OnBase Developer, Utica National Insurance Group

Naviant won the RFP because they had a diverse range of offerings and deep expertise in those specific offerings.

“Naviant won the RFP because they had a diverse range of offerings and deep expertise in those specific offerings. They had an expert who was knowledgeable in both tools. Having this expert was beneficial for me as a product manager, as they could provide guidance on the feasibility of feature requirements or enhancements.”

Customer Success Director, Government Customer

Technologies

Combine Technologies for Tailored Solutions

We solve complex challenges by finding the right combination of tools – sometimes in unexpected ways. Our blend of technologies, from document management to automation platforms, lets us build solutions that go beyond the obvious answers. Together, we explore all possibilities to create a custom mix that fits your needs.

Learn More About Our Technologies

Featured Technologies:

Intelligent Document Processing (IDP)

IDP uses artificial intelligence to reduce manual effort and automatically extract unstructured and semi-unstructured data from various document types such as invoices, contracts, EOBs, claims, and forms.

Artificial Intelligence (AI)

Artificial intelligence (AI) lets systems continually learn from data and identify patterns to enable smarter decisions with very little human intervention.

Workflow Automation

Use configurable workflows to automate tasks, route documents, and manage processes with built-in rules and custom forms.

Naviant Blog

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