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Document Management Software

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HotDocs

4.1
(51)

Template-driven, automated document & form assembly software

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HotDocs is a document automation solution that turns frequently used documents or forms into intelligent templates for faster reproduction with greater accuracy

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Bynder

4.4
(141)

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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Autodesk Construction Cloud

4.3
(1,9k)

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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Impress Automate

4.0
(5)

Cloud-based document preparation and distribution software

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Impress Automate by Quadient is a cloud-based software designed to help businesses automate document preparation workflows and communicate with customers. It enables employees to create, manage, and distribute invoices, cash statements, notices, letters, and other documents via a unified platform.

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Dropbox Business

4.5
(17,7k)

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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QT9 QMS

4.5
(28)

Your adaptable & easy to use quality management solution

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Document management made easy. Connect documents to locations, departments and employee training for a truly paperless environment. Automated email reminders and FDA 21 CFR Part 11 compliant electronic signature approvals eliminate the need for paper & spreadsheets.

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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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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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Onehub

4.6
(28)

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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Confluence

4.4
(1,8k)

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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RockSolid MAX

3.6
(29)

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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MSB Docs

4.9
(13)

Document management and eSignature solution

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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.

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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
(54)

Document management and workflow automation

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DocuWare's office automation solutions deliver smart digital workflow and document control for substantial productivity gains.

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NetDocuments

4.1
(20)

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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PandaDoc

4.5
(763)

Crushing your Competition From Propose to Close

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Generate custom, error-free and secure documents faster than ever with PandaDoc for small to medium-sized businesses in all departments.

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DocSend

4.6
(45)

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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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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Q-Pulse

4.3
(50)

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

4.8
(67)

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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Nuxeo

4.2
(30)

Modern content management for enterprise organizations.

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Create and manage documents, automate business processes with workflows, build in compliant, yet invisible, governance and retention capabilities — then go further, using AI and our low-code platform to extract more value from your documents, and learn more from the knowledge they contain.

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Qualityze Suite

5.0
(16)

Audit management for life sciences and manufacturing

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Qualityze Suite is a cloud-based QMS built on Salesforce that includes modules for CAPA, change, compliance, audit, document, training and supplier management

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LogicalDOC

4.7
(55)

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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FileCloud

4.6
(107)

Enterprise file sharing, sync & backup solution

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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.

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TACTIC

5.0
(8)

A backend toolset with built-in DAM and Workflow engine.

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Built on top of a DAM system, 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.

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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.

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