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Top Rated Business Process Management Software with Document Management in 2026

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

Last updated: April 2026

Document management supports efficient organization, storage, and retrieval of documents. It enhances collaboration by allowing multiple users to access, update, and share documents within workflows, ensuring up-to-date information and reducing errors. Our reviewers in business process management software rated this feature as important.

9 Best Business Process Management Software with Document Management

Product
User rating
Starting price
Jira logo
4.4
(15.3K)
7.91
per user/per month
Trello logo
4.5
(23.4K)
5
per user/per month
Lucidchart logo
4.6
(2.2K)
9
flat rate/per month
Smartsheet logo
4.5
(3.4K)
12
per user/per month
Asana logo
4.5
(13.5K)
10.99
per user/per month
Confluence logo
4.5
(3.6K)
5.42
per user/per month
Visio logo
4.5
(3.2K)
5
per user/per month
monday.com logo
4.6
(5.7K)
9
per user/per month
ClickUp logo
4.6
(4.5K)
10
per user/per month

See other top Business Process Management products with document management

How we picked the 9 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 Business Process Management software category. They also needed to have sufficient reviews about document 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 document 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 9 best products

Jira logo
Reviews Sentiment
 
 
 
1-2(214)
3-4(6,630)
5(8,465)
Key Features
Workflow Management4.5
Task Management4.6

User insights about the document management feature

Reviewers indicate that Jira's document management is useful for attaching and managing files within tasks, with good version control and access features. They appreciate the integration with Confluence for enhanced document management. However, some users prefer using other tools for more robust document management capabilities.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
Verified reviewer profile picture

Ahmed R.

Account executive

“Document management features provide our teams with the tools they need to store and manage their documents in a central location, which can help to improve collaboration and reduce the need to search for files. it provides teams with the versioning, access controls, integration, and search-ability they need to manage their documents effectively and ultimately deliver the product on time and with desired quality.”
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Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
7.91per user /
per month
Pros and Cons based on 15,309 verified reviews
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Comprehensive project tracking

Effective sprint management

Enhanced team collaboration

Extensive integration options

Support for agile development

Frequent performance issues

Complex navigation

Challenging issue management

Inefficient search and filter

Complicated setup configuration

See pros and cons details
Trello logo
Reviews Sentiment
 
 
 
1-2(237)
3-4(8,675)
5(14,571)
Key Features
Workflow Management4.5
Task Management4.6

User insights about the document management feature

Reviewers highlight Trello's basic document management capabilities, such as easy attachment and sharing of files. They appreciate the integration with third-party apps like Google Drive. However, some users prefer linking to hosted files rather than uploading directly to Trello, and there are mixed opinions on its overall usefulness for document management.
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“Trello provides basic capabilities for document management: You neither upload Your files to Trello either integrate Your Boards with DropBox/oneDrive/GoogleDrive. For option #1 the volume of storage is currently unlimited, but the volume of uploaded files are restricted based on your subscription (10Mb per file for Free plan). For option #2 you need to connect a specified power-ups to your Trelllo board (now there are no limits on active power-ups).”
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Anton A.

SAP Team Lead

“For me it's the easiest to work on Google Docs, so I can easily paste the links to documents and managing them is just one-click easy.”
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Katarzyna J.

Copywritter

Starting price
5per user /
per month
Pros and Cons based on 23,483 verified reviews
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Flexible task organization

Effective team collaboration

Intuitive drag-and-drop interface

Comprehensive track management

Inadequate notification system

Pricing concerns and limitations

Limited file management

See pros and cons details
Lucidchart logo
Reviews Sentiment
 
 
 
1-2(24)
3-4(838)
5(1,384)
Key Features
Workflow Management4.6
Task Management

User insights about the document management feature

Users find Lucidchart's document management organized and easy to use, with features like centralized storage, version control, and collaboration. They appreciate the intuitive structure for organizing documents but note that integration with other apps could be smoother. Some users wish for better folder management and versioning capabilities.
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“We need better versioning. Currently users by default create documents under their personal folder and they have to personally or deliberately share it. Can we make Lucid more intuitive or direct users to create documents under Team's Folder so the documents are inherently shared ”
VH

Vinodh H.

Product Owner

“Whatever docs we are created using the tool is simply to manage and locate once we are finished with it. It also saves a copy by itself so if we forget saving it a copy is always stored in the app.”
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Nikhil G.

Project Lead R&D

Starting price
9flat rate /
per month
Pros and Cons based on 2,246 verified reviews
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Efficient workflow design

Versatile flow diagramming

Real-time team collaboration

Comprehensive project management

Intuitive flowchart creation

Slow performance speed

Inconsistent issue management

Challenging line connections

Expensive and restrictive plans

Limited file management

See pros and cons details
Smartsheet logo
Reviews Sentiment
 
 
 
1-2(47)
3-4(1,386)
5(2,046)
Key Features
Workflow Management4.5
Task Management4.5

User insights about the document management feature

Reviewers appreciate Smartsheet's document management for its ease of attaching and sharing files within projects. They highlight the ability to manage versions and control access. However, some users feel that it lacks advanced features and prefer using other tools like SharePoint for more comprehensive document management.
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“We have found that linking documents to a row in Smartsheet is a visibly small feature (paperclip icon), that many individuals did not pay attention or missed it. Plus, we house most of our documents in another application (Microsoft SharePoint) and it was not easily integrated with Smartsheet.”
CM

Caroline M.

Value-Based Solutions Manager

“Smartsheet allows attaching all types of documents which related to each ticket at each ticket row or to attach it to the entire sheet this feature helps us in following documentation requirements for our organisation process and procedures ”
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Ahmed A.

COMPLIANCE Officer

Starting price
12per user /
per month
Pros and Cons based on 3,479 verified reviews
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Real-time team collaboration

Comprehensive project management

Efficient sharing capabilities

Highly customizable platform

Variety of useful templates

Limited row and cell management

Complex formula limitations

High cost concerns

Challenging navigation views

Lack of auto-save feature

See pros and cons details
Asana logo
Reviews Sentiment
 
 
 
1-2(230)
3-4(5,264)
5(8,050)
Key Features
Workflow Management4.5
Task Management4.7

User insights about the document management feature

Reviewers indicate that Asana's document management is helpful for organizing and attaching files within tasks, promoting team collaboration. They find it easy to upload and share documents, but some users prefer using other tools like Google Drive for more robust document management. There are mixed feelings about the lack of advanced document editing features.
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“ASANA assumes the responsibility of managing the information that supports the project, seen as evidence in the execution of activities, in this way, its repository is integrated with the other functions of the application.”
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Marianela F.

Water Treatment Consultant

“Having document management through the software means a lot because it allows you to have a less hassle work and collaboration to the team. ”
FA

Freche A.

Freelancer

Starting price
10.99per user /
per month
Pros and Cons based on 13,544 verified reviews
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Comprehensive project tracking

Enhanced team collaboration

Efficient task organization

Effective employee management

Overwhelming email notifications

High premium costs

Complex user experience

See pros and cons details
Confluence logo
Reviews Sentiment
 
 
 
1-2(35)
3-4(1,550)
5(2,076)
Key Features
Workflow Management4.5
Task Management4.3

User insights about the document management feature

Reviewers appreciate Confluence's document management capabilities, noting its ease of use, version control, and organization features. They highlight the ability to categorize documents, track changes, and manage access permissions. Users find the integration with Jira and other tools beneficial. However, some mention that the interface can be non-intuitive and that advanced features may require additional training.
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“We can easily organize and store multiple copies or versions of documents and also store different documents in different spaces like personal and team space.”
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R.Manoj A.

Product Manager

“Confluence's document management features, such as version control and history tracking, ensure that content remains accurate and up-to-date. Team members can collaborate on documents without the fear of overwriting changes or losing previous versions. This promotes a structured approach to content creation and maintenance.”
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Ezekiel K.

Data scientist

Starting price
5.42per user /
per month
Pros and Cons based on 3,661 verified reviews
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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
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Workflow Management4.6
Task Management4.4

User insights about the document management feature

Users report that Visio's document management is straightforward and integrates well with other Microsoft applications. They appreciate the ability to export diagrams to Word and the ease of managing and sharing documents. However, some users prefer using other software for more comprehensive document management needs.
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“Document Management in Visio is a very good feature. I can easily manage my documents with the sample to use the interface of Visio and save/open my work anytime and anywhere.”
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Prashant S.

Architect

“Through document management, we can automatically add content related to diagrams, such as shapes and metadata created in Visio, to be transferred directly into a Word document using the export to Word function, later we can use that document as a basis to define the rules of the process and operating manuals.”
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Jose P.

Business Change Manager. IPMA® PMP

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews
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Efficient flowchart creation

Streamlined workflow design

Professional presentation creation

Versatile diagramming capabilities

Detailed visualizations

High licensing costs

Challenging connector management

Version compatibility issues

Frequent crashes and bugs

Limited document management

See pros and cons details
monday.com logo
Reviews Sentiment
 
 
 
1-2(71)
3-4(1,936)
5(3,713)
Key Features
Workflow Management4.5
Task Management4.6

User insights about the document management feature

Users find monday.com's document management useful for organizing and sharing files within projects. They appreciate the ease of adding documents and the ability to comment directly on files. However, some mention that the document feature can be laggy and that there are better tools available for comprehensive document management.

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“Being able to manage my documents is crucial for my team and business especially as majority of them are overseas and we all travel quite frequently so this makes organization and keeping our tasks organized This is also an awesome feature.”
SS

Stephen S.

CEO

“I suspect there are better ways to manage documents than how we are currently use it, but, from my perspective, I feel like there are too many places to attach documents and that makes the organization messy. I prefer to keep my files in one folder on my own hard drive. Using a Google Drive integration would rectify that problem, but my agency has not gone that direction. It is easier for sharing documents than sending them by e-mail where I have to sort through my inbox to find things, but I don't just leave them in Monday.com for future use or reference.”
BD

Brandi D.

Program Developer

Starting price
9per user /
per month
Pros and Cons based on 5,720 verified reviews

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
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,342)
5(3,166)
Key Features
Workflow Management4.4
Task Management4.6

User insights about the document management feature

Users report that ClickUp's document management is efficient and user-friendly, with strong real-time collaboration and version history features. They appreciate the ability to create custom folders, tag documents for easy search, and integrate with cloud services like Google Docs. However, some feel that it lacks certain advanced features compared to other products.

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“ClickUp's document management excels with real-time collaboration, version history, and seamless integration, enhancing efficiency in project workflows.”
AL

Alaaeddine L.

Customer services

“Creation and attachment of documents are made much easier using Clickup Docs' templates. The documents can be tagged using keywords to allow colleagues search with more accuracy and speed. This makes Clickup an excellent tool for collaboration and timely sharing of deliverables such as reports, designs and pages for presentations.”
MO

Michael O.

Senior Civil Engineer

Starting price
10per user /
per month
Pros and Cons based on 4,558 verified reviews

Enhanced team collaboration

Boosted productivity

Comprehensive project management

High customization and flexibility

Continuous improvements

Slow performance speed

Inconsistent bug fixes

Complex navigation

Limited mobile support

Overwhelming email notifications

See pros and cons details

Other Top Rated Business Process Management Software with Document Management in 2026

Jira logo

Project management and work tracking software

Jira is project tracking software that helps every team collaborate to plan, track, and release work by breaking down big ideas into achievable steps. Jira offers features like task organization, work alignment to goals, customizable workflows, and real-time data insights to optimize outcomes.

Read more about Jira

Users also considered
Asana logo
Category Leaders

Project tracking and workflow management platform

Asana is a business process management tool where you can connect all your work in one place and bring teams together, anywhere. From lists to boards, to calendars and gantt charts, organize work your way. Join millions of teams across 190 countries who use Asana to get more done.

Read more about Asana

Users also considered
monday.com logo

Project management software

monday.com is a Business Management software to manage all parts of your business. Create structures to plan your team workload, manage your projects, clients, and much more. It makes it fun and easy for everyone to collaborate, focus on what's important, and get more done at work.

Read more about monday.com

Users also considered
ClickUp logo

Productivity platform for marketing agencies

ClickUp is a productivity platform that helps businesses combine project management tools, AI capabilities, and collaboration features in a unified workspace. The system can integrate tasks, documents, goals, and chat functionality while offering AI-based agents that automate workflows and answer questions. ClickUp serves teams across various departments with enterprise-grade security certifications including SOC 2 Type II, ISO 27001, GDPR, and HIPAA compliance.

Read more about ClickUp

Users also considered
Visio logo

Diagramming, process modeling & data visualization

Microsoft Visio is a cloud-based flowchart and diagram creation tool, designed to aid collaboration and connect real-time data with business workflows. The platform enables communication of complex information through data-linked diagrams, flowcharts, org charts, floor plans, and more.

Read more about Visio

Users also considered
Confluence logo

Remote team collaboration and knowledge workspace

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.

Read more about Confluence

Users also considered
Smartsheet logo

Online work execution platform for businesses of all sizes

Smartsheet, an online work execution platform, empowers organizations to plan, track, automate, and report on work. Over 80,000 brands rely on Smartsheet for project and work management because of its easy-to-use interface, real-time gantt charts and dashboards, and work automation features.

Read more about Smartsheet

Users also considered
Miro logo

Miro is a visual workspace for innovation

Miro is the #1 collaborative whiteboard platform, trusted by over 100 million users worldwide. Easily collaborate, ideate and centralize communication, propel your plans from strategy through execution. Run planning sessions, build visual presentations, manage and track progress collaboratively.

Read more about Miro

Users also considered
Lucidchart logo

Visual diagramming tool for team collaboration

Lucidchart is a cloud-based diagram solution that enables users to create various types of flowcharts and visual documentation online. The platform supports multiple use cases including technical diagramming, process documentation, and team visualization, while offering AI-powered features that transform text prompts into polished diagrams. It integrates with popular workplace applications to facilitate seamless collaboration across teams.

Read more about Lucidchart

Users also considered
Wrike logo
Category Leaders

AI powered workflow management platform

Wrike’s business process management software helps teams do the following: standardize intake using custom request forms, monitor progress with Kanban boards and Gantt charts, accelerate workflows with automation, and optimize processes with reports.

Read more about Wrike

Users also considered
MaintainX logo

AI-driven maintenance & asset management platform

Mobile-first, AI-powered business process management software designed to streamline maintenance work completion and reduce MTTR.

Read more about MaintainX

Users also considered
SuiteDash logo
Category Leaders

All-in-One Business Software

Perfect for small to medium-sized businesses looking for a cost-effective, all-in-one platform to integrate CRM, project management, billing, and client portals, SuiteDash simplifies operations, boosts productivity, and reduces overhead costs. Save time and money while streamlining your workflow wit

Read more about SuiteDash

Users also considered
HoneyBook logo

Client management for freelancers & SMBs

Everything you need to manage your business processes: proposals, contracts, payments, and more.

Get started with a 7 day free trial today.

Read more about HoneyBook

Users also considered
Process Street logo
Category Leaders

AI-enabled compliance operations platform.

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.

Read more about Process Street

Users also considered
Aha! logo

Platform for strategic product roadmapping

Aha! Roadmaps is the complete product management solution — set strategy, prioritize features, and share visual plans. Define business models and set clear goals. Link all work to strategy and establish consistent processes. Capture and report on key metrics and use dashboards to track your KPIs.

Read more about Aha!

Users also considered
UiPath logo
Category Leaders

(RPA) AI-powered hyperautomation Robotic Process Automation

UiPath Robotic Process Automation is a cloud-based solution which helps businesses & government organizations design & manage attended & unattended automation tasks to streamlining front-office activities. UiPath RPA lets users store multiple licenses in a unified database for future reference.

Read more about UiPath

Users also considered
Ploomes CRM logo

CRM platform that automates sales and business workflows

Ploomes is a BPM-ready CRM that automates sales workflows, proposals, and approvals in one cloud platform. Standardize processes, cut manual work, and gain real-time visibility with dashboards and ERP/email integrations—helping teams move deals forward faste

Read more about Ploomes CRM

Users also considered
Trainual logo
Category Leaders

Onboarding and training software

Document and train on every process, policy, and procedure for every role with one easy app—Meet Trainual.

Read more about Trainual

Users also considered
Albato logo

Automation platform for all business processes

A single platform for all business automations. You can connect any apps without code.

Read more about Albato

Users also considered
CMW Platform logo
Category Leaders

Low-code BPM Software

Low-code digital transformation platform unleashing the process automation power for building innovative business apps. Platform perfectly fits the business needs on a single department or enterprise level connecting workflows, teams and systems

Read more about CMW Platform

Users also considered
Nifty logo

Project management, task tracking, & team collaboration hub.

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.

Read more about Nifty

Users also considered
Bitrix24 logo

All in one business management workspace

Bitrix24 is a simple and affordable business process management software available in cloud and on premise with open source code access. Used by 12 million businesses worldwide.

Read more about Bitrix24

Users also considered
Sage Intacct logo

Best-in-class Cloud ERP for Finance

Sage Intacct is a leading provider of best-in-class cloud ERP software, and is the preferred cloud financial management applications for the AICPA.

Read more about Sage Intacct

Users also considered
Pipefy logo

Cloud-based and AI-powered process orchestration platform

Standardize and run complex workflows. Always know what's late or on-time, and better manage productivity, avoiding penalties due to SLA breaches.

Read more about Pipefy

Users also considered
Zenkit logo

Multi-view project management & collaboration tool

Zenkit is a multi-view project management & collaboration tool with features for task & data management, mind mapping, Kanban boards, tables & to-do lists.

Read more about Zenkit

Users also considered

Key features for Business Process Management software

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

  • Workflow Management: Reviewers highlight the ability to automate repetitive tasks, streamline processes, and enhance process visibility. Custom workflows, real-time tracking, and process mapping are appreciated. 92% of reviewers rated this feature as important or highly important.
  • Task Management: Users value the ability to create, assign, and track tasks with features like prioritization, deadlines, and collaboration tools. Efficient tracking and progress visibility are emphasized. 88% of reviewers rated this feature as important or highly important.
  • Process Modeling & Designing: Reviewers appreciate the intuitive tools for creating and visualizing process models, identifying inefficiencies, and optimizing workflows. Collaboration and standardization are key benefits. 88% of reviewers rated this feature as important or highly important.
  • Business Process Automation: Automation is praised for reducing manual tasks, integrating multiple systems, and improving efficiency. Users find value in standardizing processes and reducing human errors. 87% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of granular access control to secure data and manage user permissions effectively. Role-based access and customization are noted. 87% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Users highlight the extensive range of app integrations, enabling seamless data synchronization and enhanced functionality. Flexibility and customization options are also valued. 86% of reviewers rated this feature as important or highly important.