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Document Management Software

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Revver logo



Cloud based electronic document management

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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.

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Confluence logo



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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Connecteam logo



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

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Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free!

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FileHold logo



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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Project Management Made Easy

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With 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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DocuWare logo



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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DocSend logo



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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Wrike logo



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


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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PandaDoc logo



Create, edit, track, and eSign documents quickly and easily

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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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Formstack Documents logo

Formstack Documents


Document generation tool for teams

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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.

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Experlogix Document Automation logo

Experlogix Document Automation


Document Generation and Automation Software

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Experlogix's document generation and automation product is designed to help businesses streamline the entire document lifecycle, from creating contracts, quotes, policies, and agreements using templates to storing digital assets in a centralized repository.

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Zoho WorkDrive logo

Zoho WorkDrive


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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Klyck logo



The All-In-One Knowledge Management Platform

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Klyck makes it easy to create, organize and share your knowledge, documents, data and more. Find what you need, when you need it.

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Formstack Platform logo

Formstack Platform


Workflow automation platform

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Formstack is an all-in-one workflow automation platform that helps organizations streamline operations related to data capture, document generation, and eSignature collection. It provides a visual workflow builder with digital forms, documents, and signatures for creating solutions for tough workplace challenges without coding

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Autodesk Construction Cloud logo

Autodesk Construction Cloud


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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Momentum QMS logo

Momentum QMS


Quality and Safety software with no User License Fees

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Momentum QMS is an solution designed to help manufacturing, mining, & aviation sectors maintain the quality standards of their products/services, & ensure regulatory compliance.

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Cerberus FTP Server logo

Cerberus FTP Server


Secure file transfer solution

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Cerberus FTP Server is a secure on-premise file transfer solution designed to provide auditing, collaboration and automation tools for secure file transfer. The system is HIPAA compliant and FIPS 140-2 validated, and offers SSL encryption, IP auto-banning, two-factor authentication (2FA), and more.

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Conexiom logo



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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Jotform logo



Powerful Forms Get It Done

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Trusted by over 10 million users, Jotform's form builder is the easy way to create and publish online forms from any device.

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Ennov Doc logo

Ennov Doc


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



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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Legito logo



No code automation platform designed for back office teams.

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End-to-end document lifecycle management with automated workflows, approvals, dashboards, collaboration and reusable data.

Rich workflow tools to power efficiency or growth. No-code rapid deployment for fast ROI. Regular new features.

400k+ users globally.

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Litify logo



End-to-end practice management & legal operating platform

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Litify is the end-to-end legal operating platform designed to break down silos within your legal team and with your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management.

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FileLeap logo



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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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.