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Top Rated Dashboard Software with Document Management in 2026

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All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: April 2026

Document management centralizes and organizes files, making them easily accessible and shareable within the workflow. It enhances collaboration, supports project management, and ensures important documents are stored and tracked efficiently. Our reviewers in dashboard software rated this feature as important.

5 Best Dashboard Software with Document Management

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
Dynamics 365 logo
4.4
(5.8K)
50
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month

See other top Dashboard products with document management

How we picked the 5 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Dashboard software category. They also needed to have sufficient reviews about document management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for document management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 5 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,464)
Key Features
Dashboard Creation
Reporting/Analytics4.4

User insights about the document management feature

Users report that Jira's document management is effective for attaching and organizing documents within tasks. They value the integration with Confluence for enhanced collaboration and version control. However, some reviewers prefer using other tools for document management, citing limitations in Jira's capabilities. They find it useful for tracking progress and maintaining project documentation.
Verified reviewer profile picture
Verified reviewer profile picture

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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“During the execution of a project, evidence is generated that is crucial for documentation. With Jira we can store history and have a reliable, visualization-based document repository.”
Verified reviewer profile picture

Luis E.

Project Manager

Starting price
7.91per user /
per month
Pros and Cons based on 15,308 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Dashboard Creation4.7
Reporting/Analytics4.4

User insights about the document management feature

Reviewers appreciate Smartsheet's document management for its ability to attach and organize documents within sheets. They highlight the ease of sharing and version control, as well as the integration with other tools like SharePoint. However, some users find the functionality basic and prefer using other platforms for comprehensive document management. They value the centralized storage and accessibility.
Verified reviewer profile picture
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“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
Verified reviewer profile picture

Ahmed A.

COMPLIANCE Officer

“Smartsheet provides the ability to save the documentation for each ticket separately at each row or at whole sheet ,this kind of documentation process make it easier while submitting tickets and while reviewing it”
Verified reviewer profile picture

Mohamed E.

Compliance Analyst

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Dashboard Creation4.6
Reporting/Analytics4.3

User insights about the document management feature

Users find Asana's document management helpful for keeping project documents organized and accessible. They appreciate the ease of attaching and sharing documents within tasks, integration with Google Drive, and the ability to collaborate in real-time. However, some users mention a lack of document editing features and prefer using other tools for comprehensive document management.

See related user reviews

“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

“Attaching all of our documents to a specific task helps with document management. Easily storing documents for a task is very useful. ”
MM

Marlon M.

Inventory and Fulfilment Specialist

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 verified reviews

Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
Dynamics 365 logo
Reviews Sentiment
 
 
 
1-2(127)
3-4(2,644)
5(3,038)
Key Features
Dashboard Creation4.3
Reporting/Analytics4.4

User insights about the document management feature

Reviewers appreciate Dynamics 365's document management capabilities for their ease of use and structured storage. They highlight the importance of version control, centralized document repository, and easy access from anywhere. Users also value the integration with SharePoint and Teams for seamless collaboration. They find it essential for maintaining accuracy, security, and productivity in their work.

See related user reviews

“I can share documents through Teams, Email of course and SharePoint. This makes it so much easier for complex projects when I have multi parties/vendors involved we are able to see the same doc real time through SharePoint. I can store it easily in SharePoint or teams to collaborate with each other. makes things run smoothly and much easier. ”
SP

Sonya P.

Technical Project Manager

“Document management feature leads to the accuracy of document storage in structured method. Easy access to relevant documents provides better customer service. The best part is version control, which gives surity to users for working with latest version and lastly from anywhere user can access documents and improve the quality and productivity of their work. ”
AS

Ayla S.

Manager

Starting price
50per user /
per month
Pros and Cons based on 5,809 verified reviews

Comprehensive sales management

Effective customer relationship management

Enhanced team collaboration

Efficient task management

Seamless Microsoft integration

Slow performance speed

Disruptive software updates

Steep learning curve

High costs and complexity

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Dashboard Creation4.4
Reporting/Analytics4.4

User insights about the document management feature

Reviewers indicate that monday.com offers solid document management capabilities, making it easy to add, organize, and share documents within projects. They appreciate the integration with SharePoint and the ability to comment directly on files. However, some users feel the document organization can be messy and prefer using other tools for better management.
Verified reviewer profile picture

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“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

“This allows us to link to documents on our sharepoint and ensure that there is ease of access to documents through this platform.”
Verified reviewer profile picture

Nicola W.

CEO

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details

Other Top Rated Dashboard Software with Document Management in 2026

Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo

Project tracking and workflow management platform

Asana Starter Plan provides growing teams with project management tools to track progress and meet deadlines. The plan includes workflow automation features, custom project templates, forms for standardized work requests, and rules for routine task management. It also offers visualization tools like Gantt and timeline views, plus AI-powered features for status updates and project organization.

Read more about Asana

Users also considered
monday.com logo

Project management software

Create your own dashboard and see exactly where things stand at a single glance. monday.com is a work management software your team will actually enjoy using. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work.

Read more about monday.com

Users also considered
Dynamics 365 logo

ERP and CRM applications from Microsoft

Microsoft Dynamics 365 is a multi-language, multi-currency enterprise resource planning (ERP) software. The solution is designed for midsize and larger companies, and is fully customizable and extensible through its rich development platform and tools.

Read more about Dynamics 365

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Google Cloud logo

Modular platform for computing, hosting, storage and more

Google Cloud Platform is a modular-based platform providing multiple build and scale services to businesses of any size within any industry. It offers tools for document storage, data warehousing, security key enforcement, app creation, API management, AI and machine learning, live chat, and more.

Read more about Google Cloud

Users also considered
Wrike logo

AI powered workflow management platform

We know that information is power. Wrike’s intuitive dashboards, real-time reports, and instant alerts offer quick insights and visibility to all stakeholders, fueling better, faster, and more proactive decisions.

Read more about Wrike

Users also considered
FieldPulse logo

Cloud-based field service management software

FieldPulse is a cloud-based field service management software designed for service contractors that helps manage business operations and workflows, including customer management, scheduling, project management, estimates and invoices, timesheets, customer portals, and more.

Read more about FieldPulse

Users also considered
Salesforce Marketing Cloud logo

Customer relationship management solution

Salesforce Marketing Cloud is a comprehensive marketing platform designed to help businesses personalize every moment of customer engagement across the entire customer lifecycle. By connecting every department through actionable data and Agentforce, the platform empowers teams to work together and build lasting customer relationships.

Read more about Salesforce Marketing Cloud

Users also considered
SafetyCulture logo

Cloud-based inspection tool for mobile inspections

SafetyCulture is a cloud-based inspection solution that allows users to conduct inspections, capture issues, and manage corrective actions across their organization. The platform's drag-and-drop template builder makes it easy to convert existing paper checklists or Excel spreadsheets into smart, customizable inspection forms. Users can add logic to these forms to streamline the inspection process by showing or hiding fields based on responses.

Read more about SafetyCulture

Users also considered
Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

Read more about Zenkit

Users also considered
Scoro logo

Manage projects, resources, and finances in a single system

Follow customizable real-time dashboards for all your KPIs and metrics, including team productivity, utilization, revenue, cost, profitability, and sales. Keep team members on track with their individual, team, and company-wide goals.

Read more about Scoro

Users also considered
Caspio logo

Build online database applications without coding.

Caspio is the world’s leading NO-CODE platform for building online database applications without having to write code.

Read more about Caspio

Users also considered
ProWorkflow logo

Your go to platform for projects, task, and time management.

Use ProWorkflow to track your tasks, billable hours and client communications, to create quotes and invoices, share files, manage client projects and more. Signup for a free trial today!

Read more about ProWorkflow

Users also considered
ProjectManager logo

Award-Winning Project Management Software

Project management dashboards give teams real time visibility on the status of all projects.

Read more about ProjectManager

Users also considered
A1 Tracker logo

Enterprise risk management software

A1 Tracker is a risk management platform designed to help businesses of all sizes manage & mitigate risks across contracts, migrations, insurance, assets & claims. A1 Tracker enables users to track, report & manage trends, reducing risks on claims for insurance premiums, product liabilities, & more.

Read more about A1 Tracker

Users also considered
TapClicks logo

A Unified Marketing Operations Platform Powered By Your Data

TapClicks delivers a unified digital marketing services, reporting, and analytics platform built for marketing agencies, media agencies, and enterprises

Read more about TapClicks

Users also considered
Scoreplan logo

Streamlining business and people management

The most complete system in Brazil for Strategic and Financial Planning that makes planning executable using agile and traditional methodologies such as OKR and BSC.

Read more about Scoreplan

Users also considered
Bloomreach logo

Bloomreach personalizes the e-commerce experience

Using Bloomreach dashboards allows you to see all the key metrics and trends about your business in a single place.

Read more about Bloomreach

Users also considered
SmartPM logo

Automated Project Controls

SmartPM offers real-time automated project controls that translate construction scheduling data and analytics into objective, reliable, and concise visuals all stakeholders can understand. Proactively address critical project risk issues with on-demand answers for better decision-making.

Read more about SmartPM

Users also considered
FURIOUS logo

All-in-one ERP built for agencies and consulting firms

Furious is the all-in-one ERP built for agencies, consulting firms, and professional services companies.

Replace up to seven disconnected tools and centralize all your operations — CRM, quoting, project management, time tracking, and finance — in a single real-time platform.

Read more about FURIOUS

Users also considered
Directus logo

An Open Data Platform for managing headless content.

Directus is an open-source headless content management system (CMS) that helps businesses store content in custom SQL databases and access them through an API. Using the Directus App, supervisors can sort items into several categories and customize the platform according to brand requirements.

Read more about Directus

Users also considered
Cegid HR logo

Human resource and talent management solution

Cegid TalentSoft provides HR teams and recruiters with tools for human resource (HR) and talent management. It offers products for recruiting, performance and competency tracking, learning management, talent review, compensation management, onboarding, and workforce management.

Read more about Cegid HR

Users also considered
Smice logo

online app to share, measure, and upgrade standards

Smice is developed by a Mystery Shopping agency with 18 years of expertise. The mobile app's performance and ergonomics is made for employees, allowing them to self-evaluate on the basis of the standards measured by the mystery visits.

Read more about Smice

Users also considered
Falcon logo

Your lightweight PPM solution - ready within days.

Falcon, a lightweight PPM software for PMOs, streamlines project oversight. Its adaptability, efficiency, and robust reporting empower long-term strategy implementation. It is extremely easy to setup and ready to use from the very first login.

Read more about Falcon

Users also considered

Key features for Dashboard software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

  • Dashboard Creation: Users value the customizable widgets, real-time data integration, and interactive elements that simplify data visualization, making dashboards insightful and user-friendly. 96% of reviewers rated this feature as important or highly important.
  • Reporting/Analytics: Reviewers appreciate the extensive reporting features that transform raw data into actionable insights, enabling informed decision-making with visually compelling reports. 93% of reviewers rated this feature as important or highly important.
  • Data Visualization: Users highlight the importance of customizable charts and graphs for simplifying complex data, making insights easily understandable for diverse audiences. 92% of reviewers rated this feature as important or highly important.
  • Data Import/Export: Reviewers note the ease of importing data from various sources and exporting in multiple formats, which streamlines data management and analysis. 90% of reviewers rated this feature as important or highly important.
  • Data Connectors: Users value the ability to connect with numerous data sources, facilitating comprehensive data integration and enhancing overall analysis. 88% of reviewers rated this feature as important or highly important.
  • KPI Monitoring: Reviewers emphasize the real-time tracking and interactive dashboards for monitoring KPIs, which aid in making data-driven decisions and improving performance. 87% of reviewers rated this feature as important or highly important.