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Document Management Software

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NetDocuments logo

NetDocuments

4.2
(24)

Create, share, and collaborate on documents

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NetDocuments is a web-hosted, Software-as-a-Service (SaaS) document, email and records management service. The software provides a comprehensive suite of features to manage the entire life cycle of document work and collaborate with others, anywhere, anytime.

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Wrike

4.2
(1.7K)

Manage your projects from start to finish with Wrike

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Wrike is a work management software used by 20,000+ companies. Streamline your document management with cloud-based, in-context file storage. Share documents within request forms and tasks and shorten your approvals with visual proofing. Simplify document management with Wrike's 400+ integrations.

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Conga Document Generation logo

Conga Document Generation

4.5
(60)

Create, track, and manage on-brand documents automatically.

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Conga doc generation creates beautiful, accurate digital documents automatically populated with your data to elevate your brand and delight your customers. No matter your industry, your role, or your use case, it’s easy to quickly generate error-free documents and automate processes.

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Onehub

4.6
(29)

Secure enterprise file sharing made easy.

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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.

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FileHold logo

FileHold

4.7
(42)

Document management software for larger organizations

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For large organizations seeking secure, versioned document control with audited workflow & approval. Install in house or in the cloud. AD Sync. Mobile enabled.

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monday.com logo

monday.com

4.6
(2.4K)

Project Management Made Easy

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With monday.com work OS you can create, store and manage all documents and forms in one place. Automate document creation and approvals, share and collaborate in real-time, track and review past edits through document search, and maximize security by centralizing everything in one place.

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Scan123 logo

Scan123

4.6
(30)

Cloud-based document management built for auto dealerships

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Scan123 is a document management solution built for auto dealerships aiming to eliminate the time and stress associated with warranty audits, allow team members across departments to access documents quickly and easily, and move all their paper to the cloud.

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Filecamp logo

Filecamp

4.7
(86)

Digital Asset Management software

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Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp have unlimited users in all plans, each user configured with their own set of user-, and folder permissions.

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Zoho WorkDrive logo

Zoho WorkDrive

4.6
(29)

Secure shared workspace & file sharing solution for teams

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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, TrueSync, versioning, analytics, and more

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RockSolid MAX logo

RockSolid MAX

3.8
(38)

Affordable and easy-to-use POS software helps retailers grow

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RockSolid MAX helps home and building suppliers manage inventories, purchasing, transactions, and other operations via a unified portal. The platform enables organizations to simultaneously create purchase and customer orders by automatically capturing product details from vendor catalogs.

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DocStar ECM logo

DocStar ECM

4.4
(26)

Document Management and AP Automation for Midsize Orgs.

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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.

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Autodesk Construction Cloud logo

Autodesk Construction Cloud

4.3
(1.8K)

Connect data, workflows, and teams

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Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Simplify access to relevant construction documents, drawings, and 3D models. Update files in real time to stay on top of the latest versions and work from a single source of truth.

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Spruce logo

Spruce

3.6
(21)

Integrated ERP software for home and building suppliers.

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Spruce is a cloud-based business management and point of sale (POS) solution for home and building supply businesses. It offers end-to-end process management for sales, accounting, purchasing, rentals, manufacturing, delivery, and more from desktop and mobile devices.

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Bynder

4.4
(155)

Digital Asset Management software to store all your content

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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.

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Connecteam logo

Connecteam

4.8
(144)

Enhance employee management with the only all-in-one app

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An all-in-one employee app that's both powerful, affordable and easy to use, especially for the mobile workforce.

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DocSend logo

DocSend

4.6
(51)

Secure document sharing and tracking for professionals.

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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.

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empower logo

empower

4.5
(4)

Suite of add-ins for Microsoft Office and Office 365

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empower is a suite of software add-ins for Microsoft Office products, including PowerPoint presentations, Excel spreadsheets, Word documents, and Outlook emails. It provides templates, documents, and asset management to marketing, sales, training, and communication operations professionals.

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Confluence logo

Confluence

4.4
(2.1K)

Create, organize, and discuss work with your team

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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.

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Q-Pulse

4.3
(51)

Quality, compliance, safety, and risk management

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Q-Pulse is a quality, safety, and risk management system offering tools for audit management, document control incident management, corrective actions, and more

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FileInvite logo

FileInvite

4.7
(93)

Automated cloud-based document collection system for clients

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Automate the process of collecting information and documents from your clients with our simple and secure interface.

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LogicalDOC logo

LogicalDOC

4.7
(57)

Enterprise document management for SMBs

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LogicalDOC is a document management platform which stores all company documents in a centralized repository and enables teams to create, collaborate on, and manage any number of documents

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Ennov Doc logo

Ennov Doc

3.8
(4)

Web-based enterprise document management software

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Ennov Doc is a web-based enterprise document management software (EDMS) that helps businesses across healthcare, chemical, pharmaceutical, and various other industries consolidate, manage, and track documents in a centralized repository.

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FileCloud logo

FileCloud

4.6
(185)

Hyper-Secure Content Collaboration. Simplified.

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FileCloud is a content collaboration platform (CCP) offering powerful, scalable, and secure file sharing and compliance solutions.

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XaitPorter logo

XaitPorter

4.4
(16)

Document automation & collaboration solution

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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.

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DocuWare

4.6
(58)

Document management and workflow automation

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DocuWare digitises and secures your documents to flow effortlessly between your colleagues — anywhere, any device, any time.

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Here's what we'll cover:

Buyers Guide

Document Management

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.