Document Management Software

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Here's our list of apps for Document Management software.

Document management software is a tool that helps with the storing, organizing, and tracking of digital files. These tools allow users to manage workflows related to a document’s lifecycle, such as creation, updates, and disposal.

Highlighted apps are recognized as Category Leaders — the leading business apps within a category. Our data-driven rankings are based on 5 key factors that will help you choose the right app for your business.

You can also sort & filter results by Category Leaders or click on the ‘Leaders’ tab to see the full list, compare apps, and find out more about our scoring methodology.

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263 apps

Onehub   

8
Secure enterprise file sharing made easy.
Onehub provides secure, easy-to-use file sharing for business. More than 1 million business users trust Onehub for file sharing, client portal and virtual data room needs. Read more about Onehub
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Secure enterprise file sharing made easy.
Onehub provides secure, easy-to-use file sharing for business. More than 1 million business users trust Onehub for file sharing, client portal and virtual data room needs. Read more about Onehub
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eFileCabinet   

675
66 pts
Cloud based electronic document management
eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork. Read more about eFileCabinet
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Cloud based electronic document management
eFileCabinet can literally make all your documents file themselves. Its a document management solution that combines advanced OCR, secure file sharing and powerful workflow automation tools to transform how your business deals with paperwork. Read more about eFileCabinet
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WebMerge   

353
Powerful Document Automation that creates with one click
WebMerge document generation and form automation solution saves time, puts a stop to manual entry, and streamlines your paperwork processes. Upload, merge, and deliver smart documents in a snap. Automatically merge data 24/7 from the cloud into a PDF, Word docu, Excel spreadsheet, or PowerPoint. Read more about WebMerge
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Powerful Document Automation that creates with one click
WebMerge document generation and form automation solution saves time, puts a stop to manual entry, and streamlines your paperwork processes. Upload, merge, and deliver smart documents in a snap. Automatically merge data 24/7 from the cloud into a PDF, Word docu, Excel spreadsheet, or PowerPoint. Read more about WebMerge
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Planio   

20
Manage Sofware Projects in One Place
Planio is an issue tracker and agile project management tool based on open-source Redmine. You'll be able to manage projects using agile methodologies such as scrum, host git/svn repos and manage documentation all in one place. Read more about Planio
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Manage Sofware Projects in One Place
Planio is an issue tracker and agile project management tool based on open-source Redmine. You'll be able to manage projects using agile methodologies such as scrum, host git/svn repos and manage documentation all in one place. Read more about Planio
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Seismic   

62
Powerful enablement for your sales and marketing teams
Harness Seismic's powerful content intelligence to scale your document management efforts. Create a centralized single-source-of-truth for all your company's collateral, and ensure efficient document approval workflows, collaboration tools, and the ability to update content at scale. Read more about Seismic
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Powerful enablement for your sales and marketing teams
Harness Seismic's powerful content intelligence to scale your document management efforts. Create a centralized single-source-of-truth for all your company's collateral, and ensure efficient document approval workflows, collaboration tools, and the ability to update content at scale. Read more about Seismic
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Q-Pulse   

3
Quality, compliance, safety, and risk management
Q-Pulse is a quality, safety, and risk management system offering tools for audit management, document control incident management, corrective actions, and more. Read more about Q-Pulse
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Quality, compliance, safety, and risk management
Q-Pulse is a quality, safety, and risk management system offering tools for audit management, document control incident management, corrective actions, and more. Read more about Q-Pulse
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infoRouter   

8
Document management solution with BPM tools
infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks. Read more about infoRouter
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Document management solution with BPM tools
infoRouter is a document management solution that helps businesses manage the organization, storage, security, & sharing of documents. The business process automation (BPM) tools enables organizations to create workflows as well as review or edit files, add attachments, & generate ad-hoc tasks. Read more about infoRouter
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Atlassian Confluence   

1,527
Create, organize, and discuss work with your team
Confluence is a shared workspace to create and manage all your work. From product roadmaps to creative briefs, help your team do their best work together. Read more about Atlassian Confluence
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Create, organize, and discuss work with your team
Confluence is a shared workspace to create and manage all your work. From product roadmaps to creative briefs, help your team do their best work together. Read more about Atlassian Confluence
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Dokmee   

42
47 pts
Document management solution for businesses of all sizes
Dokmee is a document management solution with multiple editions available for SMBs and enterprises that can be deployed on cloud, web or on-premise. The product offers a wide range of features that include document retention & organization, file collaboration & sharing and workflow management. Read more about Dokmee
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Dokmee

47 pts
Document management solution for businesses of all sizes
Dokmee is a document management solution with multiple editions available for SMBs and enterprises that can be deployed on cloud, web or on-premise. The product offers a wide range of features that include document retention & organization, file collaboration & sharing and workflow management. Read more about Dokmee
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Slab   

32
Team wiki & knowledge base platform
Slab is a team wiki & knowledge base platform which enables businesses to organize & manage company documentation with folders & tags, & collaborate using a real-time editor. Slab integrates with familiar productivity tools like Slack, G Suite, GitHub, Asana, & more. Read more about Slab
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Team wiki & knowledge base platform
Slab is a team wiki & knowledge base platform which enables businesses to organize & manage company documentation with folders & tags, & collaborate using a real-time editor. Slab integrates with familiar productivity tools like Slack, G Suite, GitHub, Asana, & more. Read more about Slab
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MangoApps   

83
Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps
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Digital Workplace Solutions Tailored for Your Business
Digital Workplace solutions that combines employee intranet, collaboration, messaging, learning & 50+ built-in integrations into one seamless system for better business performance. Read more about MangoApps
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ContentCenter   

40
Document management system for healthcare organizations
ContentCenter is a document management system designed to help healthcare organizations streamline and improve document and data handling with features such as auto-filling technologies like OCR, barcode, MICR reading, and more. ContentCenter supports unlimited document storage. Read more about ContentCenter
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Document management system for healthcare organizations
ContentCenter is a document management system designed to help healthcare organizations streamline and improve document and data handling with features such as auto-filling technologies like OCR, barcode, MICR reading, and more. ContentCenter supports unlimited document storage. Read more about ContentCenter
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UnForm   

8
Document management for distributors & manufacturers
UnForm is a document management solution designed to help distributors and manufacturers streamline the entire document lifecycle. The solution integrates with ERP systems to create documents, store them in an archive for later retrieval, and deliver them in various print electronic formats. Read more about UnForm
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Document management for distributors & manufacturers
UnForm is a document management solution designed to help distributors and manufacturers streamline the entire document lifecycle. The solution integrates with ERP systems to create documents, store them in an archive for later retrieval, and deliver them in various print electronic formats. Read more about UnForm
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Huddle   

39
Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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Secure document collaboration & project management
Cloud-based workspaces make it easy to manage your documents across multiple stakeholders. Read more about Huddle
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IntelliEnterprise   

1
Intranet software suite
Create, store and discover documents with Custom Metadata, Search Discovery, Direct Edit, Responsive Design HTML Editor, Blogs, Wikis, etc. Read more about IntelliEnterprise
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Intranet software suite
Create, store and discover documents with Custom Metadata, Search Discovery, Direct Edit, Responsive Design HTML Editor, Blogs, Wikis, etc. Read more about IntelliEnterprise
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Zoho WorkDrive   

16
58 pts
Secure shared workspace & file sharing solution for teams
Zoho WorkDrive is a cloud-based file storage, sync and collaboration solution for teams which provides a secure shared workspace, team folders, real-time notifications, document drafting and publishing, file sharing with configurable access controls, desktop sync, versioning, analytics, and more… Read more about Zoho WorkDrive
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Secure shared workspace & file sharing solution for teams
Zoho WorkDrive is a cloud-based file storage, sync and collaboration solution for teams which provides a secure shared workspace, team folders, real-time notifications, document drafting and publishing, file sharing with configurable access controls, desktop sync, versioning, analytics, and more… Read more about Zoho WorkDrive
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ASC Documents   

0
Cloud-based document lifecycle management software
ASC Documents is a document lifecycle management solution offering secure document sharing, collaboration, versioning, change history, searching & conversion. Read more about ASC Documents
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Cloud-based document lifecycle management software
ASC Documents is a document lifecycle management solution offering secure document sharing, collaboration, versioning, change history, searching & conversion. Read more about ASC Documents
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Projectfusion   

5
Secure virtual data room solution
Projectfusion is a UK/EU hosted virtual data room solution which allows enterprises to store & share documents securely through a private cloud. Read more about Projectfusion
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Secure virtual data room solution
Projectfusion is a UK/EU hosted virtual data room solution which allows enterprises to store & share documents securely through a private cloud. Read more about Projectfusion
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Workshare   

13
Compare, Protect, Manage & Share your high-stakes documents
The fastest way to compare documents and generate accurate redlines. Remove sensitive metadata left in the documents you need to share and manage your transactions. Read more about Workshare
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Compare, Protect, Manage & Share your high-stakes documents
The fastest way to compare documents and generate accurate redlines. Remove sensitive metadata left in the documents you need to share and manage your transactions. Read more about Workshare
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IT Glue   

43
SOC 2-compliant IT documentation management platform
IT Glue is a cloud-based, SOC 2-compliant IT documentation solution which is designed to help MSPs manage documentation and reduce time spent searching for information. The platform offers flexible asset tracking, relationship mapping, documentation automation, workflows, checklists, and more. Read more about IT Glue
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SOC 2-compliant IT documentation management platform
IT Glue is a cloud-based, SOC 2-compliant IT documentation solution which is designed to help MSPs manage documentation and reduce time spent searching for information. The platform offers flexible asset tracking, relationship mapping, documentation automation, workflows, checklists, and more. Read more about IT Glue
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Shelf   

45
Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf
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Knowing Made Easy
Shelf is a an award winning knowledge sharing platform that has the best search in the industry and is a leader in usability. Read more about Shelf
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Process Street   

453
Team workflow, SOP and recurring process management platform
Process Street is the easiest way to manage your teams workflows, recurring processes (BPM) and standard operating procedures (SOPs). Easily create and customize checklists with text, images, video, and more. Streamline the approval process with conditional logic, automations, and integrations. Read more about Process Street
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Team workflow, SOP and recurring process management platform
Process Street is the easiest way to manage your teams workflows, recurring processes (BPM) and standard operating procedures (SOPs). Easily create and customize checklists with text, images, video, and more. Streamline the approval process with conditional logic, automations, and integrations. Read more about Process Street
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Bonzai   

6
Intranet platform for SharePoint & Office 365
Bonzai is an intranet platform for SharePoint and Office 365, designed to facilitate communication, engagement, collaboration, & productivity for 200+ employees. Read more about Bonzai
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Intranet platform for SharePoint & Office 365
Bonzai is an intranet platform for SharePoint and Office 365, designed to facilitate communication, engagement, collaboration, & productivity for 200+ employees. Read more about Bonzai
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Suralink   

382
Workflow management solution for accounting firms
Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests. Read more about Suralink
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Workflow management solution for accounting firms
Suralink is a workflow management solution, which helps accounting firms streamline processes related to managing provided by client (PBC) lists, audits, document transfers, and more. The drag-and-drop functionality allows users to add files into the PBC lists and link them to client requests. Read more about Suralink
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WorkClout   

34
Performance Support for Manufacturing & Industrial Workers
WorkClout is cloud software application that helps manufacturing & industrial labor perform to their highest potential by centralizing on-the-job employee training, troubleshooting, safety/quality procedures, knowledge building, and performance tracking. Read more about WorkClout
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Performance Support for Manufacturing & Industrial Workers
WorkClout is cloud software application that helps manufacturing & industrial labor perform to their highest potential by centralizing on-the-job employee training, troubleshooting, safety/quality procedures, knowledge building, and performance tracking. Read more about WorkClout
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Document Management Software Buyers Guide

Businesses process and manage a variety of documents every day, including financial statements, purchase orders, invoices, and customer inquiry forms. If not organized centrally, locating files when they’re needed can become time-consuming and frustrating.

A document management system can help by allowing you to store documents centrally and electronically. Store files securely, index and classify them, and track and search them quickly and efficiently.

In this Buyers Guide, we’ll discuss the key features, integration options, and other considerations to keep in mind when choosing document management software.

Here’s what we’ll cover:

What is document management software?

Document management software is a tool that helps with the storing, organizing, and tracking of digital files. These tools allow users to manage workflows related to a document’s lifecycle, such as creation, updates, and disposal. By archiving documents electronically, organizations can reduce their paper consumption and disposal costs.

Document management software solutions fall within the larger category of content management systems.

What are the types of document management software?

You can opt for stand-alone tools that offer specific document management functionalities such as storage or sharing, or broader solutions such as content management systems.

Document storage software: Cloud-based document storage tools provide space for storing your files. This saves you the cost of maintaining your own document storage systems. You can organize documents into different folders and drives, as well as keep multiple versions of each file.

File sharing and synchronization software: These are solutions that help store as well as synchronize and share files, photos, and videos. While they do offer the basic elements needed for document management, features such as archiving may not be available.

Content management systems: Content management systems are broader solutions that help create, modify, and publish digital content, in addition to offering features for organizing and managing documents. 

Key question to ask vendors before you buy: What functionalities differentiate your document management solution from similar tools on the market?

What are the deployment options for document management software?

The two deployment options available for most software solutions—including document management software—are on-premise and cloud-based. GetApp lists only cloud-based solutions in its directories, as they are often more affordable for small businesses and can be scaled easily. Below we discuss some of the merits and challenges of both deployment options.

Cloud-based software

  • Lower upfront costs and easy scalability

  • Low-effort implementation—start using the software immediately after signing-up

  • Upkeep and feature updates are the vendor’s responsibility

  • Data is stored in third-party servers, giving the user less control over it

  • Accessible from anywhere with an internet connection

On-premise software

  • Higher upfront costs, but no recurring expenses 

  • Longer implementation time

  • Upkeep and updates are the user’s responsibility 

  • Data is stored on self-managed servers, giving the user greater control over it

  • More customizable in terms of security and data control features

Key questions to ask vendors before you buy: 

  • (Cloud-based, or SaaS, vendor) What data security features do you provide?

  • (On-premise vendor) What are the system requirements to set up the software?

What are some common features of document management software?

Document management software offers many features that help you organize, secure, and store your files. Some of the key features to look out for when choosing a document management tool include:

Document storage: Store your files on the cloud or on-premise servers for easy retrieval and sharing. If you’re opting for a cloud-based solution, you’ll want to ensure that your subscription offers sufficient storage space as well as provides provisions for scaling it.

Document storage in Microsoft OneDrive

Document storage in Microsoft OneDrive

Access control: Use access control methods such as role-based permissions to ensure that only authorized people have access to files. You can also control the degree of access depending on user role and designation.

Access control options in Google Drive

Access control options in Google Drive

Audit trail: Track and record the path a file has followed, capturing details such as the date and time of access, the people accessing it, and the actions performed on it.

Version and activity history in Zoho WorkDrive

Version and activity history in Zoho WorkDrive

Search: Locate and retrieve files by typing in the file or owner names.

Search option in Dropbox

Search option in Dropbox

Scanning and imaging: Digitize your paper documents by using image processing technology. The software will allow you to convert physical documents into PDF, JPEG, or other formats.

Scanning and imaging features in DocuShare

Scanning and imaging features in DocuShare

Indexing: Assign metadata properties such as file description, author name, and date to documents to classify them and make them more searchable.

Option to add tags to files in Box

Option to add tags to files in Box

Collaboration tools: Share documents with other users inside and outside your organization. Also, set relevant document permissions—read-only or edit—when sharing files.

Chat and sharing options in Glasscubes

Chat and sharing options in Glasscubes

Key questions to ask vendors before you buy: What key features does your software offer?

What are some important document management software integrations?

Integrating your document management system with other applications will make it easier to capture data and store your files. It will also make it easy for users to access files created by other teams.

Some of the key tools with which your document management software should integrate include:

Accounting: Integrating with accounting software will help manage and store tax documents, customer bills, and other financial information. It will also support the import and export of financial data to let accountants track information and update their systems with any historical information.

Customer relationship management (CRM): Integrating with CRM solutions will let you transfer, store, and organize customer and leads details. You can also store and share proposals, presentations, invoices, purchase orders, quotes, and emails. 

Digital signature: Integrating document storage software with digital signature tools allows you to automatically capture signatures on stored files. 

Email: Integration with email tools such as Microsoft Outlook makes it possible to capture and store emails. It also facilitates sharing files stored in the document management tool with users via email.

Project management: Consolidate and store your project documents such as blueprints, charts, and approval documents. Integration with project management software helps improve operational efficiency and collaboration between teams.

Key question to ask vendors before you buy: Do you offer application programming interfaces (APIs) that will allow me to set up custom integrations?

The rise in adoption of big data management and data analysis tools, the need to maintain data compliance, and increased affordability are some of the factors driving the growth of document management software.

Some of the key trends seen in the document management software market include:

Mobile-friendly tools becoming the norm: Document management software vendors are developing mobile-friendly solutions that provide users a seamless experience between their desktop computers and mobile devices. Providing a user-friendly interface on mobile devices is also becoming important. 

Increased focus on collaboration capabilities: Document management tools are offering enhanced collaboration features such as file lock access and integration with social networking sites to improve collaboration and reduce errors when multiple users work on the same document.

Key questions to ask vendors before you buy: What new software features and integration options are you planning? Will these be available for free or will I need to pay extra?

Back to document management software directory

Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.

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