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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273 apps

RevvSales   

9
Draft,review & sign professional documents every single time
An all-in-one quoting & document management system for teams anywhere. Collaborate efficiently with every document created, reviewed & signed in one central place. Trusted by 1000+ businesses globally. Running your business, one document at a time, is our business!… Read more about RevvSales
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Draft,review & sign professional documents every single time
An all-in-one quoting & document management system for teams anywhere. Collaborate efficiently with every document created, reviewed & signed in one central place. Trusted by 1000+ businesses globally. Running your business, one document at a time, is our business!… Read more about RevvSales
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eFileCabinet   

727
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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Bynder   

137
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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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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DocSend   

44
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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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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Formstack Documents   

45
Document generation tool for teams
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Read more about Formstack Documents
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Document generation tool for teams
Formstack Documents is a web-based document creation tool for teams that provides features such as customizable document templates, auto-generated forms, advanced data routing, document storage, and more. It allows businesses to transform their data into custom, branded documents. Read more about Formstack Documents
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DocuWare   

51
87 pts
Cloud-based & on-premise document management
DocuWare is a document management system for transferring paper-based and digital assets into collective quantifiable resources. Emails, invoices, contracts and other business documents can be brought together and unified into a cohesive online information resource, eliminating the need for paper. Read more about DocuWare
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Cloud-based & on-premise document management
DocuWare is a document management system for transferring paper-based and digital assets into collective quantifiable resources. Emails, invoices, contracts and other business documents can be brought together and unified into a cohesive online information resource, eliminating the need for paper. Read more about DocuWare
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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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DocStar ECM   

24
Document Management and AP Automation for Midsize Orgs.
Designed for midsize organizations of 100-1,000+ employees, DocStar ECM securely scans, stores & retrieves documents quickly & easily. The best document management & business process automation solution, it empowers businesses to make better decisions and delivers fast ROI. Read more about DocStar ECM
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Document Management and AP Automation for Midsize Orgs.
Designed for midsize organizations of 100-1,000+ employees, DocStar ECM securely scans, stores & retrieves documents quickly & easily. The best document management & business process automation solution, it empowers businesses to make better decisions and delivers fast ROI. Read more about DocStar ECM
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XaitPorter   

14
Document automation & collaboration solution
XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library & streamline document collaboration. Read more about XaitPorter
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Document automation & collaboration solution
XaitPorter is a cloud-based document automation & collaboration solution for teams to build a corporate content library & streamline document collaboration. Read more about XaitPorter
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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. 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. Read more about MetaDocs
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FileHold   

43
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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FileCloud   

38
96 pts
Enterprise file sharing, sync & backup solution
FileCloud is an enterprise file sharing, sync and backup solution which enables users to access, manage and share files & data securely via their web browser, mobile app, mapped virtual device, & more. FileCloud integrates with Microsoft Office & Outlook, along with other apps like Excel & Okta. Read more about FileCloud
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Enterprise file sharing, sync & backup solution
FileCloud is an enterprise file sharing, sync and backup solution which enables users to access, manage and share files & data securely via their web browser, mobile app, mapped virtual device, & more. FileCloud integrates with Microsoft Office & Outlook, along with other apps like Excel & Okta. Read more about FileCloud
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Atlassian Confluence   

1,565
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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Intellect   

53
Next generation QMS software for compliance and automation.
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OnSemble   

92
A Modern Digital Workplace to keep remote teams connected.
OnSemble is more than an employee intranet that keeps everyone connected, it's a modern digital workplace that keeps remote employees engaged & working better together. Transform how you communicate, collaborate, & connect. Request a demo or access our online experience today. Read more about OnSemble
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A Modern Digital Workplace to keep remote teams connected.
OnSemble is more than an employee intranet that keeps everyone connected, it's a modern digital workplace that keeps remote employees engaged & working better together. Transform how you communicate, collaborate, & connect. Request a demo or access our online experience today. Read more about OnSemble
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TACTIC   

7
Global Workflow for Remote Team Collaboration
Built on top of a DAM system and powered by a unique workflow engine, TACTIC takes document management to new heights in the cloud or on premise. With popular Salesforce and Sharepoint integrations, customers collaborate between departments connecting tasks, processes & approvals and other actions. Read more about TACTIC
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Global Workflow for Remote Team Collaboration
Built on top of a DAM system and powered by a unique workflow engine, TACTIC takes document management to new heights in the cloud or on premise. With popular Salesforce and Sharepoint integrations, customers collaborate between departments connecting tasks, processes & approvals and other actions. Read more about TACTIC
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Doc.It Suite   

22
Document and workflow management solution
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments. Read more about Doc.It Suite
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Document and workflow management solution
Doc.It Suite helps businesses streamline document management, workflows, data backup, and more. The platform comes with an archiving functionality, which lets users securely store indexed PDF files with bookmark tags or retention policies and share copies with teams across departments. Read more about Doc.It Suite
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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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Dokmee   

65
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
Application lifecycle management software
Orcanos ALM 2.0 is a web-based application lifecycle management solution for requirements and test management, risk management, document control, CAPA, & more. Read more about Orcanos ALM 2.0
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Application lifecycle management software
Orcanos ALM 2.0 is a web-based application lifecycle management solution for requirements and test management, risk management, document control, CAPA, & more. Read more about Orcanos ALM 2.0
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Dot Compliance   

12
Quality and compliance management for life science companies
Dot Compliance is a platform that helps life science companies manage pre or post-market quality processes including CAPA, change control, training, document control, batch records, and more. Features include workflows, compliance dashboards, big data integration, AI, audit management, and more. Read more about Dot Compliance
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Quality and compliance management for life science companies
Dot Compliance is a platform that helps life science companies manage pre or post-market quality processes including CAPA, change control, training, document control, batch records, and more. Features include workflows, compliance dashboards, big data integration, AI, audit management, and more. Read more about Dot Compliance
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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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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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