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Document Management Software with Customizable Dashboard (2026)

Last updated: April 2026

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Document Management Software Key Features

    Based on 57339 user opinions, we identified 6 features that are important for any product in Document Management Software

  • Document Storage

    Store and organize documents in a centralized system

    Average user rating

    4.7

  • File Sharing

    Public or private sharing of digital files such as documents, audio/video, images, and more

    Average user rating

    4.6

  • Secure Data Storage

    Securely stores data to prevent data loss or breaches

    Average user rating

    4.7

  • Access Controls/Permissions

    Define levels of authorization for access to specific files or systems

    Average user rating

    4.5

  • Collaboration Tools

    Provides a channel for team members to share media files, communicate, and work together

    Average user rating

    4.5

  • Mobile Access

    Access software remotely via mobile devices

    Average user rating

    4.6
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77 software options

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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monday.com logo

Project management software

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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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Notion logo

Project and task management tool

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Notion is a project and workflow management solution that helps businesses streamline operations related to goal setting, status tracking, lead management, and more on a centralized platform. It enables users to utilize the drag-and-drop interface to organize, rearrange, and develop ideas or plans.

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Wrike logo

AI powered workflow management platform

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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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PandaDoc logo

Cloud-based tool for creating, editing and signing documents

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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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Process Street logo

AI-enabled compliance operations platform.

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Process Street is an AI-powered compliance operations platform that turns policies into automated workflows, enabling teams to manage controlled documents, run no-code processes, and stay audit-ready.

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Aha! logo

Platform for strategic product roadmapping

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Aha! Knowledge is the product information hub. Create internal wikis and knowledge bases to share content. Draft docs fast with AI and 100+ templates. Plus, include diagrams with built-in whiteboards. Use Aha! Knowledge with Aha! Roadmaps to document product information alongside strategic plans.

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Ploomes CRM logo

CRM platform that automates sales and business workflows

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Ploomes automates document creation, storage, and tracking—connecting proposals, contracts, and files directly to CRM data. With templates, approval flows, and ERP/email integrations, teams manage documents efficiently and maintain full version control across the sales process.

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Revver logo

Cloud based, dynamic document-work management system

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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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Nifty logo

Project management, task tracking, & team collaboration hub.

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Nifty is a remote collaboration hub designed to manage projects, goals, communications, and teams all in one place. With Nifty, all over the place becomes all-in-one place. Every part of managing a project's lifecycle is here.

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Bitrix24 logo

All in one business management workspace

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Bitrix24 is a 100% FREE document management platform used by over 12 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more.

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Acquia DAM (Widen) logo

Digital asset management with service beyond compare

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Award-winning document management solutions and services.

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Nintex Process Platform logo

Cloud-based digital workflow management automation platform

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The Nintex Workflow Cloud solution enables users to automate complex business workflow processes with minimal deployment costs and multiple integrations

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GoFormz logo

Capture better data with digital forms

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Simplify document management with digital forms and turn-key integrations. Your digital forms can look exactly like existing documents or entirely new versions. Forms are instantly saved to the Cloud and can be automatically routed to connected systems, like Salesforce, Box, Google Suite, and more.

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Priority Matrix logo

Project and priority management software for teams

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Priority Matrix is a project & priority management software that lets businesses manage tasks, track project activities in real time, and collaborate with team members. The system lets users categorize tasks as critical, immediate, non-immediate or uncategorized based on their priority status.

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GoCanvas logo

Easy, flexible & powerful software for service businesses.

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GoCanvas is a cloud-based software service that enables businesses to replace expensive and inefficient paper forms with powerful apps on their smartphones and tablets. Collect information using mobile devices, share that information and easily integrate with existing backend systems.

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Sage 100 logo

Enterprise resource planning software

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Are you still looking for or can you already find it? Sage 100 offers automatic storage of your documents. The DMS archive is fully integrated into Sage 100.

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Filestage logo

For teams to manage their content review process

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Online proofing software for every stage of the creative review process. Share assets, collect feedback, compare versions, and track approvals in one place.

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Fluix logo

Field work done right 

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Fluix is a mobile-first workflow management software, simplifying even the most complex business processes without the need for IT.

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SoftExpert Suite logo

Solution for innovation and digital transformation.

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SoftExpert Suite is a comprehensive web-based solution that provides all the essential functionalities for creating, capturing, managing, storing, preserving, and distributing content pertaining to organizational processes.

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SmartVault logo

Document sharing and collaboration management software

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SmartVault helps businesses store documents and collaborate with internal and external stakeholders via a unified portal. The platform complies with a variety of statutory guidelines including CCPA, SEC, GLBA, GDPR, and FINRA to prevent violation of rules and fulfil legal obligations.

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Intellect QMS AI logo

QMS AI SaaS and on-premises solution for quality management.

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Intellect is an AI-powered Quality Management System (QMS) designed for manufacturing, life sciences, and other regulated industries. The SaaS and on-premises platform is designed for quality teams to automate processes, ensure compliance, streamline document control, and lowers operational costs.

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Cority logo

Cloud-based EHS management software

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Cority's Document Management ensures compliance and efficiency throughout the document lifecycle. With version control, access controls, and automated workflows, orgs can easily manage, retrieve, and track documents. Cority helps organizations maintain data integrity and comply with regulations.

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Laserfiche logo

Scalable document management & process management software

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Laserfiche is an AI-powered document management and process automation platform designed to centralize content, automate workflows, and simplify compliance for organizations.

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FileHold logo

Simple. Flexible. Document Management that Works!

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FileHold’s document review and workflow software is designed for organizations with 10+ users. Includes version control, automated workflows, mobile access, and Microsoft Office integration, making it easy for your team to adopt. Available on-premise or in the cloud, and fully mobile-ready.

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