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Document Management Software with Document Automation (2026)

Last updated: April 2026

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Why is document automation important for document management software users?

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

Document automation significantly reduces the time and effort required to create and format documents. It integrates data from various sources, provides reusable templates, ensures consistency, and minimizes errors, enhancing overall efficiency. Of the 54 reviewers who rated document automation, 74% rated this feature as important or highly important.

Key features of document management software based on insights from 22435 verified reviews

  • 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.
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413 software options

Google Drive logo
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Google Docs logo

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Microsoft 365 logo

Cloud collaboration and file sharing application suite

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Docusign logo

Electronic signature & document approval software

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Connecteam logo

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

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Adobe Acrobat logo

PDF editing with e-signatures and document review tools

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Adobe Acrobat is PDF editing software that can be used to create, convert and share PDF documents. It can convert documents in Microsoft Office formats to PDFs, and vice versa. PDFs can be viewed, annotated, and signed using Adobe Sign and the free Acrobat Reader mobile app.

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Microsoft Word logo

Word processing software for document generation & sharing.

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Microsoft Word is a cloud-based word processing tool that allows users to create professional documents on their phones, tablets and computers. The program comes with numerous features including built-in spell checker and grammar checker, integration with other Microsoft 365 products such as Excel and PowerPoint, and access from anywhere.

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Box logo

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Cloud-based form builder tool for digital forms.

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iLovePDF logo

Document generation and management software

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Clio logo

Cloud-based legal practice management tool for law firms.

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Clio is a comprehensive legal practice management software that helps law firms streamline their operations. The platform offers case management, client intake, document automation, and legal accounting features, all integrated into one system. With built-in AI capabilities through Clio Duo, legal professionals can efficiently summarize documents and access matter details while maintaining client communication through a dedicated portal.

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Smallpdf logo

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pdfFiller logo

Online PDF form filler & editor

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pdfFiller is an online form and document management system for editing, printing, downloading, sending, and converting documents. The cloud-based system offers eSignature capabilities, a PDF editor, form builder, authentication features, and native Android and iOS mobile applications.

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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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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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Glasscubes logo
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Simplify group collaboration in a user-friendly environment

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Secure file sharing and document management in the cloud.

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Suralink logo

Request List Management + Workpaper Preparation and Review

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Smokeball logo

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Smokeball is a cloud-based practice productivity software designed to help users manage small law firms with email, document, calendar and task management functionality, plus time tracking and billing technology. With native mobile apps for iOS and Android, Smokeball affords users the flexibility to access and manage practice information anytime, anywhere.

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Nitro PDF logo

Document generation and management software

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MasterControl Quality Excellence logo

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CosmoLex logo

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CosmoLex is a comprehensive legal practice management solution that assists with master case management, billing, accounting, and more. Its trust accounting and compliance management tools ensure firms stay compliant. Automated workflows, matter templates, secure document management, customizable scheduling tools, and comprehensive reporting capabilities provide law firms with a centralized hub to manage their practice.

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IT Glue logo

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IT Glue is an intelligent Document Management solution designed to help IT teams automate, consolidate and integrate all their critical IT information. Everything you need at your fingertips, with a single source of truth for SOPs, licenses, how-to guides, assets, passwords, vendors and more.

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iScanner logo

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