The document management system (DMS) is a central component of a firm’s IT systems. When looking to upgrade, a robust test approach will provide confidence that the new system will work effectively.
Whether a firm is implementing iManage, NetDocuments, Sharepoint or another option, it is rare that the DMS will operate in isolation. There are likely to be many integrations into a firm’s other systems. These integrations can be for external systems to store or retrieve documents, to update or create folder structures, or to manage permissions.
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