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Document Management Software with Status Tracking (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.
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244 software options

Docusign logo

Electronic signature & document approval software

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Docusign is a cloud-based digital signature platform that allows businesses to create, commit to, and manage their agreements on a centralized dashboard. The IAM for Sales application streamlines the sales contracting process, enabling sellers to create optimal deals more independently, close them faster, and extract more value. Its IAM for Customer Experience application transforms time-consuming processes into engaging experiences that build long-lasting customer relationships and drive scale.

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Connecteam logo

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

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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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Jotform logo

Cloud-based form builder tool for digital forms.

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Jotform is a cloud-based form builder platform that helps businesses streamline form creation via ready-made templates, integrations with third-party applications, and design features that cater to organizations globally.

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Confluence logo

Remote team collaboration and knowledge workspace

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Confluence is a remote-friendly workspace offering a centralized platform for documentation, collaboration, and knowledge sharing. Its AI-based tools via Rovo assist teams in drafting, brainstorming, and turning ideas into plans. Confluence supports live docs, whiteboards, databases, and templates to meet diverse needs while integrating seamlessly with Atlassian products and third-party tools.

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iLovePDF logo

Document generation and management software

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iLovePDF’s document management suite includes 25+ tools for organizing, editing, and sharing documents. Features like file compression, OCR, and digital signatures deliver secure, flexible solutions for businesses seeking efficient document handling across their devices.

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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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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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Autodesk Forma logo

Construction management platform

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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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Bluebeam Revu logo

PDF editing & markup on the go with built-in collaboration

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Creating a system for document management in construction projects is hard without the help of a real-time solution. That's where Bluebeam Revu® helps with a shareable, 24/7 digital software that keeps your team on the same page no matter their location.

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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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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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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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Signeasy logo

eSignature and contract management platform for businesses.

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Signeasy is a cloud-based solution designed to help businesses streamline contract management. Businesses in the banking, construction, education, healthcare, human resources, IT operations, legal, real estate and sales industries use Signeasy to sign, send, and manage contracts.

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Glasscubes logo
Category Leaders

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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Suralink is the leading client collaboration platform for accountants. It's the first fully-integrated platform that combines our request list management portal with a workpaper preparation and review suite to help you be more transparent, collaborative, and efficient.

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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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Nitro PDF logo

Document generation and management software

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Nitro excels at document management by streamlining workflows and enhancing collaboration. Facilitate efficient communication and feedback through Nitro’s robust commenting, markup, stamp, and annotation tools.

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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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MasterControl Quality Excellence logo

Cloud-based quality management system for life sciences.

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MasterControl's document control software handles the most stringent regulations and standards from around the globe. It reduces overall compliance cost and increases efficiency, thus accelerates time to market.

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CosmoLex logo

Web-based legal practice management & accounting software

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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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Maintenance Connection logo

Multi-site, multi-industry CMMS/EAM software

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Accruent's Maintenance Connection is a multi-site CMMS/EAM that helps businesses avoid asset failure and downtime. The web-based solution offers comprehensive work order management, preventive maintenance scheduling, and inventory management for businesses in a variety of industries.

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