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Document Management Software
Document Management software automates the process of managing documents from creation to storage to distribution throughout an enterprise, increasing efficiency and reducing the cost and clutter of maintaining paper records. Document Management applications provide solutions for a wide range of document needs from low specificity, high volume items such as standard forms to highly specific, low volume items such as one-to-one correspondence. Document Management software is related to Digital IT Asset Management software and Knowledge Management software. Read more Read less
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1474 results
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization.
Learn more about monday.com
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Awarded the best QMS / HSE software 2022 - Simple, Customizable, Cost-Effective & User-Friendly. Automate & digitize ISO 9001, GRC, ESG
Learn more about Effivity
Effivity is the best Document Management Software to automate all your document management tasks and digitize all your documents at one centralized location.
Revise documents, seek approvals on changes, add e-signatures ,version control each document and see a full audit trail of your document record.
Let's make your document management simple, quick, easy, collaborative & time-saving.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Local product
Store and manage digital files instead of paper files. Drive audit, compliance, and visibility to your documents with Enadoc
Learn more about Enadoc
Your data is your most important asset. Protecting it from unauthorized distribution, access, theft, and disasters should be a priority.
Enadoc is an innovative document management and enterprise content management solution that features sign, capture and indexing, records management, search, disaster recovery, and secure access capabilities.
Be Compliant and Trusted with Enadoc.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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 (DMS Software) 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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Streamline document management across your entire business with UpSlide. Boost productivity and ensure brand compliance.
Learn more about UpSlide
UpSlide is the leading all-in-one document management add-in for Microsoft Office. We specialise in supporting financial and professional services firms across the globe.
Our 65+ features empower professionals in 60+ countries to build and distribute flawless, brand-compliant pitchbooks and reports in less time. Our easy document management tools save users 12 hours on average per month in Excel, Word, PowerPoint and Power BI.
Learn more about UpSlide
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Extends your applications and micro-services with stunning PDF capabilities.
Open, modify, annotate, optimize PDF files.
Learn more about RadaeePDF SDK
Use RadaeePDF SDK in the applications you develop for your customers and in your software products to make PDF file management functions rich and complete.
Your applications will show, edit, annotate, sign and edit any PDF file.
Your micro-services will generate PDF/A files, convert DOCX and optimize files and reports for archiving and opening via the web.
Our tool is available on Android, Windows UWP, iOS, Linux through native languages and cross-platforms frameworks.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization.
Learn more about Confluence
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click.
Learn more about Confluence
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Conga Composer ensures creation, delivery, and storage of documents, driving revenue success and growth.
Learn more about Conga Document Generation
Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates auto-populated with data from Salesforce.
And, with the Conga Composer API, you can easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed.
Learn more about Conga Document Generation
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign all your business documents quickly and easily.
Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking documents. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals!
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Workable is a platform that streamlines the recruitment process, helping companies manage job postings, applications, and candidate eva
Learn more about Workable
Workable is the preferred software for today's recruiting industry and HR teams, trusted by over 6,000 companies to streamline their hiring processes. Finding the right person for the job has never been easier—users now possess the ability to manage multiple hiring pipelines at once, from posting a job to sourcing candidates.
Workable is also seamlessly integrated between desktop and mobile, allowing admins full control and flexibility all in the ATS without needing additional software.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Flipsnack is the fastest PDF to flipbook converter on the market. Easily create & publish your catalogs, brochures, magazines and more.
Learn more about Flipsnack
Flipsnack is the fastest PDF-to-flipbook converter on the market. This online publishing solution allows you to bring your PDFs to life, transforming them into life-like publications with a 3D flip-page effect. Alternatively, you can use our Design Studio to easily create engaging flipbooks from scratch.
Bring your printed catalogs to digital customers while embracing a more sustainable and cost-effective path for your business. Powerful features like shopping buttons, videos, GIFs, enticing p
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans!
Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines.
Filecamp has unlimited users in all plans, each user configured with their own set of user-, and folder permissions.
Unique custom branding options will make sure your Document Management system matches your brand guide.
+1500 brands from +60 countries trust Filecamp with their digital assets and brand guidelines.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Track all document versions, revisions, and approvals to address regulations.
Learn more about Intellect QMS
Intellect's Document Management is a software solution proven to enhance document operations and improve overall productivity by 90%. Intellect's document control management solution enables users with the proper permission to revise documents, seek approvals on changes, and see a full audit trail of who approved what, when and where. Our applications are designed by certified quality experts and can easily be tailored with no code, drag and drop technology to fit your exact business needs..
Learn more about Intellect QMS
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Cloud document management software for any business size. Simple. Flexible. Scalable. Setup in minutes. Start a Free 30-Day Trial.
Learn more about QT9 QMS
Document management software made easy. 100% cloud-based platform. Connect documents to multiple locations & business processes with QT9 QMS. Save time with revision level controls, automated email alerts, built-in training, real-time reporting & unlimited file attachments.
Easily automate ISO & FDA compliance with FDA compliant 21 CFR Part 11 electronic signature approvals to ensure end-to-end traceability. Simple. Flexible. Scalable. Setup in minutes. Start a Free Trial Today.
Learn more about QT9 QMS
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Instructional how-to meets frontline know-how.
Learn more about SwipeGuide
It’s time to simplify the way people work and learn at the frontline.
✓ Coordinate instructions, checklists, and frontline know-how to prevent errors and keep every process running smoothly.
✓ Standardize 50 different ways of doing the same thing.
✓ Capture improvements and share data driven best practices across teams to drive efficiency and continuous improvement.
✓ Motivate frontline teams to develop skills proactively and simplify shop floor training through dynamic skills management.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Kizeo Forms is a flexible & intuitive tool for field professionals to create and fill out custom digital forms from any mobile device.
Learn more about Kizeo Forms
Kizeo Forms is a flexible application that replaces expensive paper documents with custom digital forms that you can fill out from any mobile device/tablet. The data can be easily integrated to your business systems. Generate custom reports instantly & send them automatically via email. Benefit from several options such as photo, geolocation, signature, NFC tag, barcode, audio, checkbox, etc. Manage all your documents from your mobile device. Increase efficiency, save time and money!
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
End-to-end document lifecycle management with automated routing, approvals, dashboards, collaboration and reusable data. 400k+ users.
Learn more about Legito
Controlled Document Flow. End-to-end document lifecycle management with automated routing, approvals, dashboards, collaboration and reusable data.
Rich workflow tools to power efficiency or growth. No-code rapid deployment for fast ROI. Regular new features.
400k users globally use Legito to create, perform, collaborate and execute their work. One integrated no-code solution. Including LexisNexis, PriceWaterhouseCoopers, Skoda Auto, and Societe Generale Group.
Learn more about Legito
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Juro is the all-in-one document management platform that enables businesses of all sizes to streamline document workflow.
Learn more about Juro
Juro is the all-in-one contract automation platform that empowers legal and business teams to create, approve, eSign, track and manage their documents in one unified workspace.
Spend less time working across multiple tools and enable your team to manage documents easily with a data-rich repository, renewal alerts, and custom table views.
4,500+ companies of all sizes use Juro to spend 75% less time on manual tasks around contracts and documents.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Apryse allows you to add document editing, viewing, annotatation, conversion, digital signature capabilities to your applications.
Learn more about Apryse PDF SDK
Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler.
As a global leader in document processing technology, Apryse gives developers, enterprise customers and small businesses the tools they need to reach their document goals faster and easier.
Our product portfolio includes Apryse SDK, Fluent, iText and XODO. Apryse technology works with all major platforms and a wide variety of unique file types.
Learn more about Apryse PDF SDK
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Manage documents and assets with enterprise-level security. XaitPorter, a all-in-one solution for document automation and co-authoring.
Learn more about XaitPorter
Manage documents and document assets with enterprise-level security using XaitPorter, a leading all-in-one solution for document automation and co-authoring. With XaitPorter you can create and edit documents with many sections and subsections, each with their own writer, reviewer and approver all with individual deadlines. Re-use content to increase document integrity and productivity. XaitPorter also gives you the freedom to control access rights and share information with your writing team.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams.
Learn more about Email Manager for Microsoft 365
Colligo Email Manager for Microsoft 365 is ideal for mid- to enterprise-size businesses using SharePoint Online in industries with regulatory or policy compliance requirements. The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for.
Learn more about Email Manager for Microsoft 365
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Digital signature solution that helps businesses send eSignature requests and share reusable templates for electronic signatures.
Learn more about Fill
Digital signature solution that helps businesses send eSignature requests and share reusable templates for electronic signatures.
Learn more about Fill
Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
JetBrains Space is a complete software development platform that combines Git hosting, code reviews, issue tracking, docs, and more.
Learn more about Space
JetBrains Space is a complete software development platform for modern teams.
With Space, you can publish records related to your project for your team, as well as for other members of your organization. Organize your personal documents using a handy folder structure that allows you to work on drafts and share them with your colleagues for collaborative editing before making them official project documents.
Learn more about Space
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
ShareGate, the out-of-the-box management solution for Microsoft 365 that just works.
Learn more about ShareGate
From big migrations to everyday Teams and SharePoint operations. ShareGate is the out-of-the-box management solution for Microsoft 365 that just works.
Trusted by over 75,000 IT admins, ShareGate turns M365 into the collaborative and secure environment it should be. Start cleaning your tenant in minutes, build your management strategy focusing on best practices, and automate self-service with users following the guardrails you’ve established.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Simplify customer communication across 6 channels with a user-friendly tool in 100+ languages that integrate with any business system
Learn more about Perfect Doc Studio
Doc Studio helps businesses manage multichannel customer communications. The studio is comprised of extremely simple-to-use tools that facilitate the design and delivery of culturally personalized business communications in 100+ languages. Natively integrated with business solutions such as BPM & CRM, it enables customer communications over 6 different channels, while exhibiting a powerful document generation feature at its core. The most cost-effective, yet powerful solution on the market
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Cloud-based artificial intelligence (AI) tool that helps businesses process unstructured data via ML, OCR, and NLP technologies.
Learn more about Augmatrix
Cloud-based artificial intelligence (AI) tool that helps businesses process unstructured data via ML, OCR, and NLP technologies.
Learn more about Augmatrix
Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
Learn more about Google Docs
Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
DocuSign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence.
DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.
Upgrade your information governance strategy with the in-place lifecycle management your organization needs to reduce risk without impacting productivity. Streamline how you manage the lifecycle of the content that powers business processes with flexible retention schedules, preservation for defensible discovery, and disposition management.
Learn more about Box
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard editing.
Learn more about Microsoft SharePoint
Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards.
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
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
Learn more about LibreOffice
Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
Learn more about Autodesk Construction Cloud
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Unlock effortless productivity and collaboration with Acrobat Pro.
Adobe Acrobat Pro is an all-in-one PDF and e-signature solution designed to help today's teams save time on preparing, editing, protecting, sharing, and signing business documents.
Find out how your organisation can boost productivity, ensure seamless collaboration, and accelerate business processes by simplifying workflows across locations and devices with the world's most trusted digital document solution.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Document software that enables users to generate and publish documents, collaborate with team members, and more.
Microsoft Word allows users to create, edit, save and share documents using its cloud-based word processing software. In addition to being able to create new documents, Microsoft Word allows users to also open existing files and change them as needed; this makes it easy for multiple users within a business or educational institution to make changes and save them through the cloud. Microsoft Word is a powerful word processing software that enables users to create professional documents. The application has a friendly user interface and a number of integrated features, such as text editing, spell checker and grammar checker, which help ensure higher quality documents. The application also comes with sharing capabilities that allow users to collaborate with others on the same document.
Learn more about Microsoft Word
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
Learn more about Notion
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions.
Trusted by over 18 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 100+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more.
Learn more about Jotform
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
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.
Learn more about iCloud
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas.
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas. The solution comes with a free companion application for Windows devices and offers deep search functionality for all notes stored in its system. Users can store and organize audio recordings that are in a searchable format as well as integrate them with other Microsoft 365 products such as Excel or Word. To save time and effort, they can also highlight their handwritten notes by using various shapes and colors on the screen of their mobile device.
Learn more about Microsoft OneNote
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Free app to manage PDF files, alone or in bulk, over the web. Merge, compress, sign, split and convert PDFs within seconds.
Free app to manage PDF files, alone or in bulk, over the web. iLove PDF offers a toolkit to merge, compress, sign, split, convert, watermark, and unlock PDFs within seconds. iLovePDF also converts from/to main Office formats such as Power Point, Excel and Word.
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Document management in build projects is integral if your team is to stay on time/budget. Bluebeam keeps your team in sync.
Document management in construction projects takes more than just manual organization to keep everyone on the same page. To truly keep build projects on time and on budget, turn to Bluebeam and its intuitive, shareable, real-time set of construction tools that make collaboration easy from any location. No matter what stage of any project you're in, from early takeoffs and bidding to final touches, Bluebeam keeps you on time and on budget.
Learn more about Bluebeam Revu
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Revver helps you organize and automate all of your document-dependent work, putting your documents to work for you.
Revver is a solution designed to put your documents to work for you. Revver helps you digitize, organize, find, and secure your documents while also giving you the tools to effectively collaborate on document work and automate document-centric tasks. Revver’s award-winning platform transforms document-dependent work from a burdensome task to a powerful source of growth and positive impact for mid-market organizations across all industries.
Learn more about Revver
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Features
- Collaboration Tools
- File Sharing
- Access Controls/Permissions
- Version Control
- Archiving & Retention
- Document Classification
- Document Generation
- File Conversion
- Electronic Signature
- File Recovery
- Compliance Tracking
- Secure Data Storage
Document Management Software Buyers Guide
Table of Contents
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.
Relevant document management software trends
- 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.
