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4 things to know about mobile document management

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Document management has been a handy tool for many years now, helping companies go paperless, increase efficiency and visibility, produce better reports and enhance their ERP solution. But today, it’s not enough to just be able to automate your AP processes and quickly route invoices. Today’s trend is “mobile,” and mobile document management has now appeared on the scene.

Think about all the things you can do right from your smartphone. You can check and send emails, manage your social networks, shop without entering a store, view your bank accounts, find and clip coupons, navigate to a local restaurant, order from said restaurant and have it delivered to your door, etc. So, naturally, those of us in the world of paperless automation and document management needed to adjust our business processes to fit this new mobile world and workforce.

If you’ve been using a document management/AP automation solution, like MetaViewer, and are considering utilizing the mobile document management capabilities, here are a few things you should know.

  1. Yes, it is secure. MetaViewer Mobile uses a secure sign-in method (similar to if you were using it on your desktop) to make sure that your financial information is safe and in your hands only.
  2. It’s mobile-optimized. This may seem like a no-brainer, but applications like MetaViewer are very robust and provide a lot of information. We’ve streamlined this information for mobile users so that you’re not needing to slide the screen around to see the entire invoice. The crazy informative MetaViewer screens are scaled down and simplified. Want to see more information? We’ve produced drop-down menus so that you can select what you want to see.
  3. You can route invoices from anywhere. You can quickly look through invoices and route them to the appropriate person (or not if they’re not correct) without having to log in at your office. MetaViewer Mobile gives you the option to approve, reject or escalate invoices right from your phone or tablet.
  4. Analytics are there, too. Don’t want to manage invoices, but want to see what’s where and what needs to be dealt with back at the office? The intuitive dashboards that are available on the desktop are also available via mobile. Take a look!

If you are a boss who’s often on-the-go, or if you just can’t quite stand to be away from your work information for too long, a mobile document management solution might be right for you! Want to learn more about MetaViewer Mobile? Check out our website or contact us at info@metafile.com.

Topics: AP Automation, Cloud computing, Paperless ERP, Document Management