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Document Management Software

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Superlegal logo
4.8
(4)

AI contract automation platform

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Superlegal is a contract automation platform that aims to enhance the speed, efficiency, and cost-effectiveness of the contract negotiation and signing process.

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M-Files logo
4.2
(180)

Document Management Platform

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M-Files is a document management platform that integrates with Windows Explorer and all Windows applications both in cloud and on-premises. It is used to search, store, share, and manage all file types including Word documents, Excel spreadsheets, PowerPoint, as well as mails.

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Square 9 logo
4.5
(117)

Content, contract and document management system

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Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

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Zoho WorkDrive logo
4.7
(57)

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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Conexiom logo
4.7
(44)

AI-enhanced, commercial document process automation

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The Conexiom platform delivers industry-leading automation rates for processing Sales Orders, Invoices and Vendor Order Acknowledgments to minimize manual data entry and avoid the high cost of errors.

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DocOrigin logo
4.8
(15)

Professional document generation software

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DocOrigin is a document generation solution with a form design component and data transformation filters that will integrate with new or legacy systems. Its merge and print engine generates high-quality documents in many formats, while offering configuration flexibility to fit into existing systems.

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ContentCenter logo
4.3
(41)

Document management system for healthcare organizations

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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.

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Policy Manager by MCN Healthcare logo
4.7
(7)

For Healthcare, By Healthcare Experts

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MCN Healthcare is the leading provider of policy management built specifically for the healthcare industry. For over 30 years, healthcare professionals have benefitted from our Policy Manager, policy library, regulatory alerts, e-learning, and contract management solutions.

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Canopy logo
4.5
(221)

Practice management software for accounting firms

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Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal.

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Document Locator logo
4.5
(33)

Windows document management

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Document management software for medium to large groups offering familiar ease-of-use inside Windows with optional Web/mobile access.

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QT9 QMS logo
4.7
(74)

Scalable & Easy-To-Use Quality Management Software

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Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. QT9 QMS enables you to access the latest version of your documents anytime, anywhere within a web browser. Start a free 30-day trial today.

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FileLeap logo
(0)

Document management software

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FileLeap is cloud-based software that helps companies of all sizes get organized and keep their documents safe and secure. Users can scan, copy and print documents from their desktop or mobile device.

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Aha! logo
4.7
(520)

Aha! is the world's #1 product development software.

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Aha! is the world's #1 product development software. Our suite of tools works together to help teams turn raw concepts into new capabilities — for customers and the business. Set strategy, crowdsource ideas, spark creativity, prioritize features, share roadmaps, manage releases, and plan development

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Nagix logo
(0)

Document management for adaptive accessibility.

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NAGIX allows organizations to automate the production of accessible documents while complying with laws and regulations.

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XaitPorter logo
4.5
(20)

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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airSlate WorkFlow logo
4.4
(5)

No-Code Workflow Automation Platform

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Automate any business process with AirSlate's no-code business automation platform. Using robotic process automation (RPA) and a drag-and-drop flow creator, businesses can create and automate complex workflows in less than 30 minutes.

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Meridian logo
4.5
(4)

Engineering Document Management Made Easy

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Meridian from Accruent streamlines engineering document management, ensures safety and compliance, maximizes company-wide collaboration, and provides a single source of truth for your operations and maintenance teams.

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Google Drive logo
4.8
(27.3K)

Cloud storage and backup for files, photos, docs, and more

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Google Drive is a cloud storage and backup platform to access files, docs, photos & more, store them in a safe place, and collaborate with other people

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Google Docs logo
4.7
(28.1K)

Online document creation and editing

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Google Docs is an online word processor that lets you create and format text documents and collaborate with other people in real time.

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Google Workspace logo
4.7
(15.2K)

Collaboration app suite for teams

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Google Workspace is a suite of apps from Google which offers a number of tools to communicate and collaborate with colleagues, store files, and manage data

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Dropbox Business logo
4.5
(21.5K)

File syncing, storage & sharing platform

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Dropbox Business is an off-site server for file syncing, storage and sharing which allows teams of all sizes to save and share files of any format and access them anywhere, on any device

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Microsoft 365 logo
4.7
(13.5K)

Cloud collaboration and file sharing application suite

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Microsoft 365, formerly Office 365, provides web, desktop, and mobile apps for Outlook, Word, Excel, PowerPoint, OneNote, Publisher, Skype, OneDrive, Exchange Online, and more

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DocuSign logo
4.8
(8.5K)

Electronic signature & document approval software

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DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device.

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OneDrive logo
4.5
(11.9K)

Secure access, sharing & file storage

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OneDrive is a secure access, sharing & file storage solution which enables users to store & share photos, videos, documents, & more at anytime, via any device

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monday.com logo
4.6
(4.6K)

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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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?


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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.