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Document Management Software with Client Management (2026)

Last updated: April 2026

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Key features of Document Management Software

Based on GetApp's analysis of verified user reviews collected between July 2021 and August 2024.

Secure Data Storage: Reviewers value encryption, multi-factor authentication, and access control for protecting sensitive documents and ensuring secure storage. 90% of reviewers rated this feature as important or highly important.
Document Storage: Users appreciate easy access, organization features, and the ability to store and manage a large volume of documents efficiently. 89% of reviewers rated this feature as important or highly important.
File Sharing: Reviewers highlight real-time collaboration, flexible permission settings, and secure sharing options for efficient teamwork. 88% of reviewers rated this feature as important or highly important.
Access Controls/Permissions: Users note the importance of granular access controls, role assignments, and the ability to restrict document access based on user roles. 84% of reviewers rated this feature as important or highly important.
Document Generation: Reviewers emphasize the simplicity of creating and customizing various document formats, including templates for specific needs. 83% of reviewers rated this feature as important or highly important.
Electronic Signature: Users find electronic signatures convenient for remote approval, ensuring legal validity and saving time on document processing. 83% of reviewers rated this feature as important or highly important.