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Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Contract management platform that helps users automate and connect the contracting process. Learn more about Aerofiler
Aerofiler is a contract intelligence platform that combines a full-featured contract management system with powerful AI to make in-house legal teams more efficient. Aerofiler automates the entire contract lifecycle and routine tasks like tracking obligations and dates. Our AI technology dramatically reduces the time teams need to spend summarizing contractual provisions. Deployable in minutes, Aerofiler has been designed from day 1 for ease of use, unburdening teams from the mundane and manual. Learn more about Aerofiler
Aerofiler is a contract intelligence platform that combines a full-featured contract management system with powerful AI to make in-house legal teams more efficient. Aerofiler automates the entire...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Document management software that’s transformed how 9000+ architectural, engineering and construction professionals work & collaborate. Learn more about 12d Synergy
Tired of generic systems that can’t handle engineering data? 12d Synergy is your all-in-one solution for the mountains of documents, emails, tasks and data created around your projects. We create an efficient common data environment, streamlining how 9000+ architectural, engineering and construction professionals work and collaborate. Full version control, Intelligent Data Transfers, document transmittals, enforced naming rules. Learn how you can save hours of document headache every day. Learn more about 12d Synergy
Tired of generic systems that can’t handle engineering data? 12d Synergy is your all-in-one solution for the mountains of documents, emails, tasks and data created around your projects. We create an...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Confluence is a team workspace where knowledge and collaboration meet. Create, collaborate, and organize your work all in one place. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from meeting notes to strategy docs and IT documentation so they can make better decisions faster and be more responsive to change. Confluence integrates seamlessly with the Atlassian suite of products like Jira Software and Trello, and allows for endless customization with apps from our Marketplace. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Bynder is an innovative cloud-based solution for marketing professionals looking to simplify document management. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

The document solution to streamline your communications and easily auto-generate, create, manage, and deliver stunning documents. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with the tools you already use, like HubSpot, Microsoft Dynamics, other CRMs, and ERPs, so you can create stunning proposals, quotes, contracts, and more for your unique business. Incorporate multiple data sources, close deals faster with automation, and eliminate mistakes with a centralized view. Learn more about Windward Hub
Windward Hub is the document solution that empowers you to easily auto-generate, build, manage, and share documents across departments, and with prospects and customers. Windward Hub integrates with...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 23,000 customers use PandaDocs all-in-one document automation...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Automate managing and drafting your documents. Join 150K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document Management, Smart Workflows, & Approvals; Document Automation & Contract Assembly; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 150,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group. Learn more about Legito
Document Management, Smart Workflows, & Approvals; Document Automation & Contract Assembly; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Offered as a web or client solution to help you organize, secure and manage your documents no matter your company size. Learn more about Dokmee DMS
Dokmee is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries. Learn more about Dokmee DMS
Dokmee is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

WoodWing Assets (previously Elvis DAM) helps you manage and create incredible assets with the best-in-class Adobe InDesign integration. Learn more about WoodWing Assets
WoodWing Assets (previously called Elvis DAM) is a flexible and scalable digital asset management system, helping publishers, creative agencies, and marketing departments to reach their goals for quality, cost-efficiency, and faster time-to-market. It supports business and operational processes in storing, organizing, accessing, sharing, and managing rights and permissions of rich-media assets. Offers a best-in-class Adobe InDesign integration. Available as a cloud and on-premise solution. Learn more about WoodWing Assets
WoodWing Assets (previously called Elvis DAM) is a flexible and scalable digital asset management system, helping publishers, creative agencies, and marketing departments to reach their goals for...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync,...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

ABBYY FineReader PDF is a universal PDF software for efficient work with documents - both PDFs and scans - in the digital workplace Learn more about ABBYY FineReader PDF
ABBYY® FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows and makes it easier to digitize, convert, retrieve, edit, protect, share, and collaborate on all kinds of documents in the digital workplace. Learn more about ABBYY FineReader PDF
ABBYY® FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Digitally transform document management with Nintex to ensure accuracy, accessibility and storage of your documents. Learn more about Nintex Process Platform
The Nintex Process Platform enables organizations to digitally transform document management to ensure accuracy and accessibility. With Nintex Workflow and Nintex Forms organizations can automatically capture and route data to a centralized repository with just a few clicks and no code. Learn more about Nintex Process Platform
The Nintex Process Platform enables organizations to digitally transform document management to ensure accuracy and accessibility. With Nintex Workflow and Nintex Forms organizations can...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Shelf is a an award winning document management platform that has the best search in the industry and is a leader in usability. Learn more about Shelf
Shelf helps companies get things done and avoid costly mistakes by providing the best document search in the Industry. Used by organizations like Gerber, Amazon and Nielsen, Shelf was designed by a Harvard knowledge management expert to have best in class search and findability. Shelf also has enterprise level security and is an award winner in usability. Our customer love us because we make document management easy. Contact us for a free demo. Learn more about Shelf
Shelf helps companies get things done and avoid costly mistakes by providing the best document search in the Industry. Used by organizations like Gerber, Amazon and Nielsen, Shelf was designed by a...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Automate the process of collecting information and documents from your clients with our simple and secure interface. Learn more about FileInvite
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today! Learn more about FileInvite
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution enables your team to create, co-author, and coordinate any amount of documents. With LogicalDOC you will increase collaboration and productivity via next-generation web interface, integration into Microsoft Office and Outlook, and automatic import from your shared folders. Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Web-based tool that helps businesses automate document generation processes and by connecting all parts of business. Learn more about Conga Document Generation
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your business run. * Set up document templates, workflows and approvals * Wizard-based document creation * Share and collaborate on documents securely in real time * Keep documents safe and accessible in a central, secure cloud repository Learn more about Conga Document Generation
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

For larger organizations with more than 20 users. Version control, workflow, compliance, Web, desktop & mobile device ready. Free API Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile device ready. Automated document Workflow and Approval processes. MS Office Integration, version control, secure user groups, powerful search, document scanning with OCR. Free documented API, optional AD integration, SharePoint, e-signature and 2 factor autorization capable. Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Part 11 document control software system, including PDF Publishing, e-Sign, Hierarchic view and more. Less than 72 hours onboarding Learn more about Orcanos
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all documents, according to ISO 14971 Shifting from a paper-based document management system to a dedicated digital automated solution might seem to be a formidable task, but the integration of Orcanos automated DMS can be achieved in no more than 72 hours. Learn more about Orcanos
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

TACTIC offers a unique self-organizing approach to DAM and workflow. Explore the benefits of a self-organizing workflow-centric DAM. Learn more about TACTIC
TACTIC's power is in having both a DAM and a highly adaptable workflow engine. It can replace your: - Inaccurate (and insecure) master spreadsheet. - Endless emails. - Messy shared drive. Workflows can range from linear to complex & can be used to interact with people & assets including multiple data types, data models, and terminologies. Trusted by hundreds of companies and organizations, in many industries, including Lockheed Martin, P&G, Adidas, Mayo Clinic, and Technicolor. Learn more about TACTIC
TACTIC's power is in having both a DAM and a highly adaptable workflow engine. It can replace your: - Inaccurate (and insecure) master spreadsheet. - Endless emails. - Messy shared...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Simple, fast and secure file and document management with integrated CRM. Don't be the next Panama papers! Learn more about LiveFile360
Enterprise file & document management with integrated CRM from enVisual360. Documents is productive & simple to use, files can be posted directly from Microsoft Office, scanners. Documents supports large file volumes and includes encryption and audit controls preventing bulk downloading. With its own indexing system, searching is rapid and intuitive. Usage with the enVisual 360 client administration system, Documents surfaces files for compliance, CRM, Accounting modules and the AIR web portal. Learn more about LiveFile360
Enterprise file & document management with integrated CRM from enVisual360. Documents is productive & simple to use, files can be posted directly from Microsoft Office, scanners. Documents supports...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Data analysis solution that helps businesses manage spreadsheets, create graphs/charts, perform calculations, share projects, and more.
Leading spreadsheet and data analysis software. Typically bundled with Microsoft Office.
Leading spreadsheet and data analysis software. Typically bundled with Microsoft Office.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

A suite of collaboration products for teams and SMBs. Web conferencing, file sharing, and scheduling in the cloud. Formerly G Suite.
Google Workspace is a collaboration platform designed to help businesses of all sizes create custom business emails, record meetings, and reserve conference rooms. Key features of the platform include noise cancellation, in-domain live streaming, attendance tracking, compliance management, team messaging, voice/video conferencing, shared calendars, and more. It also lets administrators edit and share documents, spreadsheets, and slides across teams in real-time.
Google Workspace is a collaboration platform designed to help businesses of all sizes create custom business emails, record meetings, and reserve conference rooms. Key features of the platform...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Box is a platform for document, asset and content management.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, get fast, easy access to documents, project plans, presentations and videos. Always have the latest pitch for your customers, on or offline. Box makes it easy for administrators to maintain a central view of all content and users in their account through a powerful admin console.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards.
Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards.
Applications and desktop sharing and viewing, annotation tools, instant messaging, Web slides, and Whiteboards.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

With this DMS, never worry about losing a document, wasting time on tedious processes, or staying in compliance.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization, workflow automation, secure file-sharing, and eSignature requests, all on one platform. Businesses never have to worry about losing documents, wasting time, or keeping compliant. eFileCabinet is accessible via web browser and a desktop app.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Collaboration software designed to help teams share files, manage tasks, collaborate on documents, communicate faster, & get more done.
Samepage is award-winning document management software built to help teams co-author documents, share files, manage tasks & calendars, draw diagrams, edit spreadsheets, & more - in real time. Secure sharing helps you collaborate with co-workers, contractors, clients, etc. Group chat & video calling lets you see your team and its conversations alongside the content you're working on together. It also integrates with hundreds of apps to help you consolidate workflows & avoid email overload.
Samepage is award-winning document management software built to help teams co-author documents, share files, manage tasks & calendars, draw diagrams, edit spreadsheets, & more - in real time. Secure...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

More than 2 million design and construction professionals worldwide trust Revu to elevate project efficiency and collaboration.
Project tracking solution designed to help architects, engineers, contractors, estimators, superintendents, and business owners collaborate across teams to streamline project management processes. Bluebeam Revu lets teams configure role-based access across documents, track conversations, share files, and edit data in real-time. The cloud-based platform enables you to organize submittals and improve quality checking accuracy by communicating changes to team members using a unified interface.
Project tracking solution designed to help architects, engineers, contractors, estimators, superintendents, and business owners collaborate across teams to streamline project management processes....

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

An all-in-one online PDF editor, built-in e-signature and fillable form builder.
pdfFiller is a GDPR compliant online PDF editor, e-signature manager and fillable PDF form builder in a single web app. Edit and e-sign PDF documents online, create fillable PDF forms and send them for signing. Share documents via email, social media or host them on your company's website. Fax, print or send PDFs via USPS right from your pdfFiller account. Get completed copies of submitted and signed PDF forms and automatically extract data to an Excel file, CRM or database.
pdfFiller is a GDPR compliant online PDF editor, e-signature manager and fillable PDF form builder in a single web app. Edit and e-sign PDF documents online, create fillable PDF forms and send them...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Save time and money with Process Street automation. Create and customize checklists to keep your teams and documents organized
Effortlessly manage your teams' documents and associated workflows with Process Street. We provide businesses with a streamlined, non-technical way to build and customize rich checklists that include robust approval processes, conditional logic, and 1000+ app integrations. Automating your processes saves money by ensuring efficient, consistent workflows that increase employee productivity.
Effortlessly manage your teams' documents and associated workflows with Process Street. We provide businesses with a streamlined, non-technical way to build and customize rich checklists that...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

CMS designed to help both novice users and expert developers to build websites and applications.
CMS designed to help both novice users and expert developers to build websites and applications.
CMS designed to help both novice users and expert developers to build websites and applications.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Brandfolder is the industry-leading, most intuitive Digital Asset Management platform
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users as it is powerful for admins, to easily store, manage, share, manipulate, and analyze assets across hundreds of formats including 8K video, documents, images, and 3D renderings. With best-in-class services, support, security, and scalability, Brandfolder helps global brands create compelling, timely, and consistent brand experiences with unparalleled efficiency and speed.
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users as it is powerful for admins, to easily store, manage, share, manipulate, and...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Simplify the audit and tax process while improving the client experience through automated request list and document management.
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 275 of the leading firms in North America and the UK ensure a simpler, more secure process.
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Open source content management system used by some of the largest websites such as The Economist and the White House.
Open source content management system used by some of the largest websites such as The Economist and the White House.
Open source content management system used by some of the largest websites such as The Economist and the White House.

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Power your content with award-winning DAM, PIM, and MRM solutions with service beyond compare.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is an enterprise content management company providing a central source of truth for digital content and brand assets. Primarily serving mid-to-large organizations of 500+ employees, Widen's cloud-based solutions for enterprise DAM and PIM, marketing workflow, and brand management deliver a complete experience of high-quality software and unparalleled service.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is an enterprise content management company providing a central source of truth for digital content and brand assets. Primarily...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and secure data with automatic back-ups.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and...

Top features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution. It features a collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments, and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud. ONLYOFFICE Workspace offers plans for startups, businesses, and extra big enterprises.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution. It features a collaborative 3-in-1 editing suite fully compatible with MS formats,...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

#1 Adobe® Acrobat® alternative: PDFelement is your all-in-one PDF solution. Create, edit, convert, and sign PDF files in a better way.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe Acrobat available on Windows, Mac, iOS, & Android.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-branded, password-protected online portal with unlimited file storage in the cloud and the ability to send files up to 100 GB in size with clients and co-workers, from any computer or mobile device. ShareFile is the choice for businesses looking to streamline workflows and get better data security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

The first PDF software you will actually like. Smallpdf features 21 PDF tools, 24 languages, and 40 million monthly users.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools. Founded in 2013, Smallpdf provides a simple, secure, and reliable answer to heavy, awkward PDF software. By removing unnecessary features and adding a deep focus on user experience, Smallpdf has become the most-loved PDF software on the planet, serving over 500 million users, 100,000 different companies, in 24 different languages.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools. Founded in 2013, Smallpdf provides a...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Shoeboxed is the easiest way for your business to track expenses, categorize receipts, log mileage, create expense reports and more.
Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and categorizes everything into a secure, searchable online account that is accepted by the IRS. Plans start at $29 per month.
Shoeboxed is easiest way for your business to track expenses. Submit receipts using their mobile app, eReceipt uploader, or prepaid mail-in envelopes. Shoeboxed then scans, data enters, and...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Easy to use and update, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers & staff
Clean, simple and intuitive, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers and employees. No distractions or cumbersome setups - just no-nonsense knowledge base software, ready to improve knowledge retention and customer satisfaction. And if you do need us, our friendly support team are always here to help you get the most out of your KnowledgeOwl subscription.
Clean, simple and intuitive, KnowledgeOwl takes the complication out of building and maintaining a knowledge base for your customers and employees. No distractions or cumbersome setups - just...

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.