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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285 apps

QualityOne   

9
Quality management, document control, & training
QualityOne provides a unified solution for quality management, document control, and training, allowing users to manage quality processes, documents, and role-based curricula and training in one place with tools for document control, nonconformance and investigation, complaint management, and more… Read more about QualityOne
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Quality management, document control, & training
QualityOne provides a unified solution for quality management, document control, and training, allowing users to manage quality processes, documents, and role-based curricula and training in one place with tools for document control, nonconformance and investigation, complaint management, and more… Read more about QualityOne
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Centralpoint   

6
Digital experience platform & content management solution
Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners. Read more about Centralpoint
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Digital experience platform & content management solution
Centralpoint by Oxcyon is a digital experience platform & content management solution for enterprises. The cloud-based tool allows users to control knowledge, data, documents, forms, emails, learning, compliance, & more whilst also providing features for managing employees, clients & partners. Read more about Centralpoint
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Bynder   

138
File storage, management & sharing solution.
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets—including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Read more about Bynder
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File storage, management & sharing solution.
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets—including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Read more about Bynder
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iDeals Virtual Data Room   

179
Secure document sharing and financial communication services
iDeals Solutions is an universal provider of the Virtual Data Room for secure file sharing. Read more about iDeals Virtual Data Room
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Secure document sharing and financial communication services
iDeals Solutions is an universal provider of the Virtual Data Room for secure file sharing. Read more about iDeals Virtual Data Room
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DocSend   

45
Secure document sharing and tracking for professionals.
Protect your documents with security features like whitelisting and email verification, and share multiple documents with a single link using Spaces, our virtual deal room. More than 12,000 companies are already using DocSend to protect and share their business-critical documents. Read more about DocSend
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Secure document sharing and tracking for professionals.
Protect your documents with security features like whitelisting and email verification, and share multiple documents with a single link using Spaces, our virtual deal room. More than 12,000 companies are already using DocSend to protect and share their business-critical documents. Read more about DocSend
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Q-Pulse   

4
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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MetaDocs   

0
Dynamics NAV/365 Business Central Document Management Add-on
MetaDocs is a Dynamics NAV/365 BC add-on/ extension that enables the user to attach and manage documents to any entity and record. Drag drop documents from folders and outlook and attach to any NAV records. OCR automation (OCR INV# / CUST # and attach documents to matching NAV records). Read more about MetaDocs
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Dynamics NAV/365 Business Central Document Management Add-on
MetaDocs is a Dynamics NAV/365 BC add-on/ extension that enables the user to attach and manage documents to any entity and record. Drag drop documents from folders and outlook and attach to any NAV records. OCR automation (OCR INV# / CUST # and attach documents to matching NAV records). Read more about MetaDocs
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FileHold   

42
Document management software for larger organizations
For large organizations seeking secure, versioned document control with audited workflow & approval. Install in house or in the cloud. AD Sync. Mobile enabled. Read more about FileHold
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Document management software for larger organizations
For large organizations seeking secure, versioned document control with audited workflow & approval. Install in house or in the cloud. AD Sync. Mobile enabled. Read more about FileHold
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Communifire by Axero   

18
Intranet software and collaboration solutions.
Axero provides easy-to-use document management software that boosts productivity, unifies your people, and helps your company thrive. Increase productivity. Unite employees. Improve culture. Read more about Communifire by Axero
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Intranet software and collaboration solutions.
Axero provides easy-to-use document management software that boosts productivity, unifies your people, and helps your company thrive. Increase productivity. Unite employees. Improve culture. Read more about Communifire by Axero
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PandaDoc   

728
Crushing your Competition From Propose to Close
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc
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Crushing your Competition From Propose to Close
Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments. Read more about PandaDoc
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FileInvite   

65
Automated cloud-based document collection system for clients
Automate the process of collecting information and documents from your clients with our simple and secure interface. Read more about FileInvite
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Automated cloud-based document collection system for clients
Automate the process of collecting information and documents from your clients with our simple and secure interface. Read more about FileInvite
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XaitPorter   

14
Document automation & collaboration solution
XaitPorter is an all-in-one solution that enables teams to manage the production and maintenance of large complex documents gathering all assets in one central content repository. Re-use content across all your documents, and keep track of changes, with built-in workflow and access control. Read more about XaitPorter
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Document automation & collaboration solution
XaitPorter is an all-in-one solution that enables teams to manage the production and maintenance of large complex documents gathering all assets in one central content repository. Re-use content across all your documents, and keep track of changes, with built-in workflow and access control. Read more about XaitPorter
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Atlassian Confluence   

1,677
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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Onehub   

28
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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MSB Docs   

13
Document management and eSignature solution
MSB Docs is a paperless document management and electronic signature capture solution for businesses of all sizes. It allows users to customize complex workflow needs and automate manual processes while adhering to global compliance with a legally admissible, cloud-based eSigning solution. Read more about MSB Docs
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Document management and eSignature solution
MSB Docs is a paperless document management and electronic signature capture solution for businesses of all sizes. It allows users to customize complex workflow needs and automate manual processes while adhering to global compliance with a legally admissible, cloud-based eSigning solution. Read more about MSB Docs
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Dokmee   

41
95 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

95 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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Orcanos ALM 2.0   

21
Compliance for Design Control, Risk and Quality Management
21 CFR Part 11 Compliant e-DMS. Read more about Orcanos ALM 2.0
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Slab   

32
Slab is a knowledge hub for the modern workplace.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite. Read more about Slab
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Slab is a knowledge hub for the modern workplace.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite. Read more about Slab
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Nintex   

73
Cloud-based digital workflow management automation platform
The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations. Read more about Nintex
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Cloud-based digital workflow management automation platform
The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations. Read more about Nintex
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ContentCenter   

41
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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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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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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Legito   

27
Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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Automate drafting and managing your documents. 120K+ users
Legito is a cloud-based documents automation solution that helps small to midsize businesses automate document management, allowing users to manage documentation, negotiation, collaboration, drafting, revisions, and more through custom templates, notifications, analytics, and managerial reports… Read more about Legito
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Bonzai Intranet   

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