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Top Rated Document Management Software with Workflow Management in 2026

Verified reviewer profile picture
Verified reviewer profile picture

All user reviews are verified by in-house moderators and provider data by our software research team.  Learn more

Last updated: February 2026

Workflow management organizes tasks, tracks progress, and assigns responsibilities within document management. It enables efficient collaboration, ensures timely completion of tasks, and provides clear visibility into project stages, enhancing overall productivity. Our reviewers in document management software rated this feature as highly important.

7 Best Document Management Software with Workflow Management

Product
User rating
Starting price
Docusign logo
4.7
(9.1K)
15
flat rate/per month
visit website
Confluence logo
4.5
(3.6K)
5.42
per user/per month
visit website
monday.com logo
4.6
(5.6K)
9
per user/per month
visit website
Microsoft SharePoint logo
4.4
(5.3K)
5
per user/per month
Dropbox Business logo
4.5
(21.6K)
11.99
flat rate/per month
Google Workspace logo
4.7
(17.4K)
7
per user/per month
Notion logo
4.7
(2.6K)
12
per user/per month

See other top Document Management products with workflow management

How we picked the 7 top rated products

We chose the high-performing solutions on this list based on verified user ratings on our site. Depending on available data, qualifying products either had to be among the most user-reviewed or the most searched-for products in the Document Management software category. They also needed to have sufficient reviews about workflow management, have a minimum user rating of 3 out of 5 for that feature, and show evidence of U.S. market presence. We then added a distinction for up to three products based on our proprietary ratings and reviews: Highest rated, Highly rated for workflow management, and Highly rated for free version. Sponsorship or client status has no influence on the selection of these products, but it may impact the order in which products appear.

Details for the 7 best products

Docusign logo

Docusign

Reviews Sentiment
 
 
 
1-2(70)
3-4(1,892)
5(7,234)
Key Features
Secure Data Storage4.7
Document Storage4.6

User insights about the workflow management feature

Users report that DocuSign's workflow management is intuitive and user-friendly, making it easy to manage document signing processes. They appreciate the automated workflow process, which ensures that documents are signed in the correct order and helps track the status of signatures. Reviewers find it helpful for maintaining a smooth and organized workflow, especially in real estate and contract management.
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“For organizations that need to acquire multiple signatures for documents Docusign's workflow management tools allow administrators to follow the signatures throughout the delivery and execution phases. ”
Verified reviewer profile picture

Patrick C.

Executive Director

“You are able to select which users to send it to and which users have to sign and where, so instead of waiting for one person to sign and then pass it around creating bottlenecks, we are able to smoothly complete these necessary documents. ”
AK

Anthony K.

Account Manager

Starting price
15flat rate /
per month
visit website
Pros and Cons based on 9,196 verified reviews
Verified reviewer profile picture

Efficiency and time savings

Convenient diGital signing

Robust security features

Environmentally friendly paperless operations

High costs and confusing pricing

Challenges with email management

Technical and customer support issues

See pros and cons details
Confluence logo

Confluence

Reviews Sentiment
 
 
 
1-2(35)
3-4(1,550)
5(2,069)
Key Features
Secure Data Storage
Document Storage4.5

User insights about the workflow management feature

Users find Confluence effective for workflow management, particularly for small team projects. They appreciate its intuitive interface, which helps organize tasks and visualize progress. Reviewers highlight the integration with Jira for larger projects and the ability to automate task assignments and notifications. They value the platform's role in enhancing collaboration and streamlining processes.
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“Scrum Masters and architects, with project managers, prefer Confluence and Jira for project management task scheduling, prioritization and workflow management in scalable collaborations, a defacto owing to the intuitive usability.”
Verified reviewer profile picture

anil k.

Lead Consultant and Owner

“Workflow managment is best in Confluence as it does provide us the better understanding the business workflows. Navigating through all these documents is easier.”
MG

Manokar G.

Senior Software Engineer

Starting price
5.42per user /
per month
visit website
Pros and Cons based on 3,654 verified reviews
Verified reviewer profile picture

Centralized knowledge repository

Enhanced team collaboration

Efficient project management

Comprehensive documentation management

Seamless integration with tools

Frequent performance lags

High costs for larger teams

Limited text formatting options

Buggy issue management

Inefficient search functionality

See pros and cons details
monday.com logo

monday.com

Reviews Sentiment
 
 
 
1-2(70)
3-4(1,924)
5(3,699)
Key Features
Secure Data Storage
Document Storage4.3

User insights about the workflow management feature

Reviewers indicate that monday.com excels in workflow management, providing customizable workflows and smooth collaboration, particularly with Google Drive integration. They appreciate the ease of assigning tasks, tracking progress, and visualizing workflows. Users find the automation capabilities valuable for saving time and managing complex processes efficiently. They also highlight the platform's ability to integrate additional tools, making it a comprehensive solution for workflow management.
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“The automations that come with Monday.com are next level, having the ability to create an entire workflow for our on-boarding and off-boarding process all whilst keeping everything into one platform is fantastic.”
RS

Rian S.

IT Manager

“Monday.com has the most efficient workflows management algorithm for teams, it helps the users to visualize workflows through flexible, customizable tools. Creating a workflow is a simple drag & drop process and users can also edit the existing templates.”
Verified reviewer profile picture

Shubham V.

Manager

Starting price
9per user /
per month
visit website
Pros and Cons based on 5,693 verified reviews
Verified reviewer profile picture

Boosts team productivity

Effective progress tracking

Enhanced organization capabilities

Visual task management

Highly customizable platform

High costs for small teams

Overwhelming email notifications

Occasional performance issues

Limited mobile functionality

See pros and cons details
Microsoft SharePoint logo
Reviews Sentiment
 
 
 
1-2(123)
3-4(2,503)
5(2,756)
Key Features
Secure Data Storage4.6
Document Storage

User insights about the workflow management feature

Reviewers feel that Microsoft SharePoint is a powerful tool for workflow management, enabling document sharing, task automation, and collaboration. They appreciate its integration with other enterprise applications like Teams and Power Automate, which enhances productivity. Users highlight the ease of managing and assigning tasks, tracking project progress, and automating business processes to improve efficiency.
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“With Sharepoint, you can accelerate productivity by transforming processes, from simple tasks to complex operational workflows. With the features, it is possible to create and delegate tasks to those responsible, in addition to enabling access permissions. You can build diverse applications, forms and workflows to increase the quality of your team's deliverables.”
ME

Marco E.

Consultor Tributario

“I like this feature as it helps me to automate certain tasks. For example getting updates from certain project team members by sending reminder for task due date automatically. ”
Verified reviewer profile picture

Siew K.

Supplier Quality Engineer

Starting price
5per user /
per month
Pros and Cons based on 5,382 verified reviews
Verified reviewer profile picture

Facilitates team collaboration

Seamless integration with Microsoft products

Centralized information repository

Efficient information sharing

Robust security and access control

Slow performance and loading times

Frequent issues and errors

Inefficient search functionality

Inconsistent file synchronization

High costs and complexity

See pros and cons details
Dropbox Business logo
Reviews Sentiment
 
 
 
1-2(313)
3-4(7,525)
5(13,833)
Key Features
Secure Data Storage4.7
Document Storage4.7

User insights about the workflow management feature

Reviewers indicate that Dropbox Business is useful for workflow management, providing easy access to files and folders and facilitating smooth document sharing. They appreciate the ability to track workflow and contributions, which helps keep everyone on the same page. Users find it reliable and efficient for managing tasks and improving overall productivity.

See related user reviews

“It's best to keep track of your work flow and drop box is the best route to go. It keeps up with every single step of your booked week .”
PJ

Phillip J.

CerCertified

“The Workflow Management feature makes is easier to optimize my tasks.”
TH

Tyler H.

Influencer

Starting price
11.99flat rate /
per month
Pros and Cons based on 21,671 verified reviews

Efficient file sharing

Enhanced team collaboration

Convenient file access

Organized photo sharing

Simple drag and drop

Slow file transfer speed

User account management issues

High costs and limited options

Complex navigation

Limited storage space

See pros and cons details
Google Workspace logo
Reviews Sentiment
 
 
 
1-2(165)
3-4(4,144)
5(13,096)
Key Features
Secure Data Storage4.7
Document Storage4.7

User insights about the workflow management feature

Reviewers highlight that Google Workspace supports efficient workflow management through seamless integration of tools like Google Docs, Sheets, Calendar, and Drive. They find it easy to collaborate, track tasks, and stay organized. Users appreciate the automation options and the ability to manage various tasks under one platform, which helps streamline operations and improve productivity.

See related user reviews

“great for managing work flows, from Google Sheet add-ons to Workflow automation software - there are various options to help your workflow run smoothly also helping businesses streamline operations, improve collaboration, and reduce errors”
AB

Anwar B.

Senior Technical Specialist

“I'm passionate about efficient workflows, and google workspace is awesome with providing options to organize, automate, integrate, and improve workflows.”
KK

Keri K.

Operations

Starting price
7per user /
per month
Pros and Cons based on 17,405 verified reviews

Effective remote teamwork

Enhanced workflow efficiency

Accessible cloud storage

Seamless document sharing

Seamless app integration

Dependence on internet

Inconsistent customer support

High costs and limitations

Complex account management

Challenging file management

See pros and cons details
Notion logo
Reviews Sentiment
 
 
 
1-2(17)
3-4(630)
5(2,040)
Key Features
Secure Data Storage
Document Storage4.5

User insights about the workflow management feature

Users report that Notion's workflow management is highly customizable and flexible, allowing them to design workflows that fit their specific needs. They appreciate the ability to track tasks, set reminders, and manage projects with ease. Reviewers find the interface user-friendly and value the integration and automation capabilities that enhance productivity and coordination.
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“Notion excels at workflow management. Its flexible interface allows me to design and customize workflows that suit my specific needs and preferences.”
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ahmad a.

Assistant Manager

“It serves as a simple project management tool with the ability to assign tasks, set deadlines, and organize tasks by project stages. There is enough flexibility inherent in Notion to support workflows tailored to different processes.”
MM

Melanie M.

Content Creator

Starting price
12per user /
per month
Pros and Cons based on 2,687 verified reviews
Verified reviewer profile picture

Versatile productivity features

Effective team collaboration

Comprehensive project management

Efficient project tracking

Flexible organizational tools

Limited offline functionality

Occasional performance issues

Inefficient search functionality

Complex user experience

Cluttered navigation interface

See pros and cons details

Other Top Rated Document Management Software with Workflow Management in 2026

Klyck logo

Klyck

Category Leaders

Everything in one place for documents in motion

visit website
Klyck is a modern AI-powered content and document management platform with a Netflix-style library, Amazon-like filters, and workflows.

Read more about Klyck

Users also considered
LaunchBay logo

LaunchBay

Onboard Smarter. Scale Faster.

visit website
Take control of client onboarding and implementation. Automate follow-ups, task tracking, and check-ins to eliminate busywork. LaunchBay centralizes every step for real-time visibility, delivering a polished, branded experience that drives retention.

Read more about LaunchBay

Users also considered
Content Central logo

Content Central

On-premise & in-cloud document management software

visit website
Eliminate repetitive and tedious processes with Content Central’s powerful workflow engine and integrations, intelligently sort and store your documents, and ensure eSignatures and forms are filed or sent securely and on-time with unmatched automation and compliance tools.

Read more about Content Central

Users also considered
Adobe Acrobat logo

Adobe Acrobat

PDF editing with e-signatures and document review tools

visit website
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.

Read more about Adobe Acrobat

Users also considered
Meridian logo

Meridian

Engineering Document Management Made Easy

visit website
Meridian from Accruent streamlines engineering document management, ensures safety and compliance, maximizes company-wide collaboration, and provides a single source of truth for your operations and maintenance teams.

Read more about Meridian

Users also considered
Square 9 logo

Square 9

Category Leaders

Content, contract and document management system

visit website
Square 9 is an enterprise content and document management platform that helps businesses streamline document capture, web forms, and other business process automation tools to automate processes.

Read more about Square 9

Users also considered
UnForm logo

UnForm

Document management for distributors & manufacturers

visit website
UnForm is a document management solution designed to help distributors and manufacturers streamline the entire document lifecycle. The solution integrates with ERP systems to create documents, store them in an archive for later retrieval, and deliver them in various print electronic formats.

Read more about UnForm

Users also considered
CosmoLex logo

CosmoLex

Web-based legal practice management & accounting software

visit website
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.

Read more about CosmoLex

Users also considered
Zoho WorkDrive logo

Zoho WorkDrive

Category Leaders

Secure shared workspace & file sharing solution for teams

visit website
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

Read more about Zoho WorkDrive

Users also considered
QT9 QMS logo

QT9 QMS

Cloud-based quality management solution for organizations.

visit website
Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. QT9 QMS enables you to access the latest version of your documents anytime, anywhere within a web browser. Start a free 30-day trial today.

Read more about QT9 QMS

Users also considered
Aha! logo

Aha!

Platform for strategic product roadmapping

visit website
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.

Read more about Aha!

Users also considered
Summize logo

Summize

Digital contracting, done differently

visit website
Summize is a game-changing software for businesses that work with contracts. Intelligent automation makes contract workflows smarter and simpler, uniting legal teams and business stakeholders.

Read more about Summize

Users also considered
Orcanos logo

Orcanos

Compliance for Design Control, Risk and Quality Management

visit website
21 CFR Part 11 Compliant e-DMS

Read more about Orcanos

Users also considered
Policy Manager by MCN Healthcare logo

Policy Manager by MCN Healthcare

For Healthcare, By Healthcare Experts

visit website
MCN Healthcare is the leading provider of policy management built specifically for the healthcare industry. For over 30 years, healthcare professionals have benefitted from our Policy Manager, policy library, regulatory alerts, e-learning, and contract management solutions.

Read more about Policy Manager by MCN Healthcare

Users also considered
Projectfusion logo

Projectfusion

Secure virtual data room for fast-moving professionals.

visit website
Projectfusion is a UK/EU hosted virtual data room solution which allows enterprises to store & share documents securely through a private cloud.

Read more about Projectfusion

Users also considered
Dokmee DMS logo

Dokmee DMS

Document management solution for businesses of all sizes

visit website
Dokmee is a document management solution with multiple editions available for SMBs and enterprises that can be deployed on cloud, web or on-premise. The product offers a wide range of features that include document retention & organization, file collaboration & sharing and workflow management.

Read more about Dokmee DMS

Users also considered
PaperStream Capture Pro logo

PaperStream Capture Pro

Discover high level data extraction and indexing

visit website
PaperStream Capture Pro is designed to work with Ricoh Scanners and PaperStream IP Drivers, offering a user-friendly experience that simplifies document processing, enhances images, and provides powerful after-scan corrections to support effective document management.

Read more about PaperStream Capture Pro

Users also considered
EdgeXperience Capture Service logo

EdgeXperience Capture Service

Cloud document digitization platform

visit website
EdgeXperience Capture Service is a cloud document digitization platform that allows PC-less scanning, centralized management, and the ability to control infrastructure costs as companies grow and evolve. This solution features a scalable, agile architecture and an easy user experience, enabling workflow automation and remote device monitoring and management.

Read more about EdgeXperience Capture Service

Users also considered
MasterControl Quality Excellence logo

MasterControl Quality Excellence

Cloud-based quality management system for life sciences.

visit website
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.

Read more about MasterControl Quality Excellence

Users also considered
IT Glue logo

IT Glue

Track, find and know everything in under 30 seconds.

visit website
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.

Read more about IT Glue

Users also considered
Revver logo

Revver

Cloud based, dynamic document-work management system

visit website
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.

Read more about Revver

Users also considered
Intelex Document Control Software logo

Intelex Document Control Software

Document control software for accessing and storing files

visit website
Document Control Software by Intelex is a web-based platform designed to help businesses in healthcare, retail, manufacturing, construction, education, automotive, consumer goods, and other industries access, share, store, and edit files within a secure and centralized database.

Read more about Intelex Document Control Software

Users also considered
Document Locator logo

Document Locator

Windows-based document management solution.

visit website
Document management software for medium to large groups offering familiar ease-of-use inside Windows with optional Web/mobile access.

Read more about Document Locator

Users also considered
Nucleus One logo

Nucleus One

(0)

Nucleus One: Empower Workplace Collaboration.

visit website
Nucleus One: Empower remote teamwork for success. Simplify project, document, and process management with quick, straightforward, and code-free tools. Achieve important goals, milestones, and bottom lines with clarity and collaboration.

Read more about Nucleus One

Users also considered
GoCanvas logo

GoCanvas

Easy, flexible & powerful software for service businesses.

visit website
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.

Read more about GoCanvas

Users also considered

Key features for Document Management software

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

  • Secure Data Storage: Reviewers highlight the robust security features, including encryption, multi-factor authentication, and secure data centers, ensuring confidentiality and protection of sensitive information. 91% of reviewers rated this feature as important or highly important.
  • Document Storage: Users appreciate the ability to organize, access, and share documents efficiently, with features like folder creation, version history, and seamless integration with other tools. 90% of reviewers rated this feature as important or highly important.
  • File Sharing: Reviewers value the ease of collaborating through real-time editing, customizable permissions, and secure sharing options, enhancing team productivity and communication. 89% of reviewers rated this feature as important or highly important.
  • Mobile Access: Users find the mobile access feature crucial for productivity, allowing them to access, edit, and share documents from any device, maintaining connectivity and flexibility on the go. 88% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers highlight the importance of granular access controls, customizable permissions, and the ability to manage who can view, edit, or share files, ensuring data privacy and security. 85% of reviewers rated this feature as important or highly important.
  • Electronic Signature: Users find electronic signatures convenient for remote document signing, enhancing efficiency and reducing the need for physical paperwork, with options for secure and legally binding signatures. 84% of reviewers rated this feature as important or highly important.