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Top Rated Workflow Management Software with Document Management in 2026

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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: March 2026

Document management streamlines file organization, storage, and retrieval, enhancing collaboration and ensuring easy access to critical documents. It supports project efficiency by maintaining version control and integrating with various tools to automate workflows. Our reviewers in workflow management software rated this feature as important.

8 Best Workflow Management Software with Document Management

Product
User rating
Starting price
monday.com logo
4.6
(5.7K)
9
per user/per month
visit website
Asana logo
4.5
(13.5K)
10.99
per user/per month
visit website
Adobe Workfront logo
4.4
(1.4K)
Empty state illustration for "No pricing info"

No pricing info

visit website
Lucidchart logo
4.6
(2.2K)
9
flat rate/per month
visit website
Jira logo
4.4
(15.2K)
7.91
per user/per month
visit website
Jotform logo
4.7
(2.7K)
39
flat rate/per month
visit website
ClickUp logo
4.6
(4.5K)
10
per user/per month
Visio logo
4.5
(3.2K)
5
per user/per month

See other top Workflow Management products with document management

How we picked the 8 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 Workflow 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 8 best products

monday.com logo

monday.com

Reviews Sentiment
 
 
 
1-2(71)
3-4(1,933)
5(3,710)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the document management feature

Users report that monday.com's document management capabilities facilitate organization and collaboration. They find it easy to upload, store, and search for files. Reviewers appreciate the ability to comment directly on documents and the integration with SharePoint. However, some mention that the feature can be laggy and prefer using other tools for document management.
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“This allows us to link to documents on our sharepoint and ensure that there is ease of access to documents through this platform.”
Verified reviewer profile picture

Nicola W.

CEO

“I like having a space where I can keep and manage all my documents realted to specific work that I do. I belive that monday.com is perfect for that. It has become a critical part of my work management experience.”
CC

Chelsea C.

Graphic Designer

Starting price
9per user /
per month
visit website
Pros and Cons based on 5,714 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
Asana logo

Asana

Reviews Sentiment
 
 
 
1-2(230)
3-4(5,263)
5(8,045)
Key Features
Progress Tracking4.6
Task Management4.7

User insights about the document management feature

Reviewers feel Asana's document management is useful for attaching and organizing files within tasks. They appreciate the ability to store documents in one place, making them easily accessible and improving collaboration. Users mention the integration with Google Drive and the convenience of not needing external file-sharing tools. However, some feel the feature could be improved with better organization options.

See related user reviews

“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

“ it lets us attach and organize project documents in one place. It makes it easy to find and work together on files for our projects.”
zw

zineb w.

buseniss owner

Starting price
10.99per user /
per month
visit website
Pros and Cons based on 13,538 verified reviews

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
Adobe Workfront logo

Adobe Workfront

Reviews Sentiment
 
 
 
1-2(15)
3-4(702)
5(775)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the document management feature

Reviewers indicate Adobe Workfront's document management capabilities are effective and easy to use. They report that it helps keep documents organized, accessible, and reduces mistakes. Users appreciate the ability to manage multiple documents seamlessly and find the tools helpful for their daily tasks. They say it streamlines business operations by keeping all documents in one place.

See related user reviews

“Workfront keeps all of our documents in one easy to use format and with the ease and ability to find all our documents in one place it streamlines our business and makes it easier for us to help our customers.”
HB

Heidi B.

Administrative Assistant

“With its document management feature, I can easily work with multiple documents without any issues. So it must be said that its document management feature is good.”
Ni

N i.

Content Writer

Starting price
Empty state illustration for "No pricing info"

No pricing info

visit website
Pros and Cons based on 1,492 verified reviews

Enhanced project transparency

Effective project tracking

Comprehensive project management

Continuous product enhancement

Streamlined workflow processes

High cost concerns

Persistent bugs and issues

Disruptive updates

Challenging user experience

Inefficient document management

See pros and cons details
Lucidchart logo

Lucidchart

Reviews Sentiment
 
 
 
1-2(24)
3-4(837)
5(1,384)
Key Features
Progress Tracking
Task Management

User insights about the document management feature

Users appreciate Lucidchart's document management for its centralized storage, easy access, and version control. They find it simple to create, store, and organize documents, and value the ability to share and collaborate on files. Reviewers mention the intuitive interface and the helpfulness of keeping documents well-organized. However, some users desire better folder organization and integration with other apps.
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“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.”
Verified reviewer profile picture

Nikhil G.

Project Lead R&D

“I don't like that I can't group files into different folders. It just seems like a big jumbled mess of shared documents. When people send me new documents, it just accumulates into a big folder of documents that aren't organized.”
KC

Kristine C.

PMO Analyst

Starting price
9flat rate /
per month
visit website
Pros and Cons based on 2,245 verified reviews
Verified reviewer profile picture

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
Jira logo

Jira

Reviews Sentiment
 
 
 
1-2(214)
3-4(6,626)
5(8,458)
Key Features
Progress Tracking4.5
Task Management4.6

User insights about the document management feature

Reviewers highlight Jira's document management capabilities for streamlining file sharing, version control, and access. They appreciate the integration with Confluence and the ability to attach documents within workflows. Users find it useful for managing project-related documents and ensuring efficient collaboration. However, some prefer using other tools for more comprehensive document management.
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“Document management in Jira streamlines file sharing, version control, and access, ensuring efficient collaboration and documentation within projects.”
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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.”
Verified reviewer profile picture

Ahmed A.

Founder, Biomedical Engineer & Data Scientist

Starting price
7.91per user /
per month
visit website
Pros and Cons based on 15,298 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

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
Jotform logo

Jotform

Reviews Sentiment
 
 
 
1-2(41)
3-4(695)
5(2,023)
Key Features
Progress Tracking5.0
Task Management4.5

User insights about the document management feature

Users find Jotform's document management capabilities comprehensive and secure. They appreciate the ease of uploading, organizing, and accessing documents from anywhere. Reviewers highlight the ability to structure documents consistently across locations and the convenience of storing all important documents in one place. They also value the integration with other systems like Confluence for enhanced document management.

See related user reviews

“JotForm provides a comprehensive document management solution to securely store, organize and access your important documents from anywhere.”
MM

Mohan M.

SYSTEM ADMINISTRATOR

“Being able to structure the Jotform documents consistently for multiple locations is a must and their structure works great for that!”
CC

Curtis C.

Director of Advancement Services

Starting price
39flat rate /
per month
visit website
Pros and Cons based on 2,759 verified reviews

Effortless form creation

Efficient survey development

Convenient diGital signatures

Restrictive usage limits

High cost for advanced features

See pros and cons details
ClickUp logo
Reviews Sentiment
 
 
 
1-2(50)
3-4(1,339)
5(3,165)
Key Features
Progress Tracking4.6
Task Management4.6

User insights about the document management feature

Reviewers appreciate ClickUp's document management for its centralization, ease of access, and real-time collaboration. They value the ability to upload files, create custom folders, and use templates for document creation. Users report that the integration with cloud services and the search functionality enhance efficiency. They also highlight the version history and the ability to tag documents for quick retrieval.
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“ We love the way that "Document Management" in ClickUp helps to keep our team organized and on track. It's really easy to create folders and subfolders to store your files, and then quickly find them again when you need them. You can also add comments and tasks to your documents, which is really helpful for keeping everyone on the same page. ”
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Mary A.

Digital Marketer

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

Alaaeddine L.

Customer services

Starting price
10per user /
per month
Pros and Cons based on 4,554 verified reviews
Verified reviewer profile picture

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
Visio logo
Reviews Sentiment
 
 
 
1-2(20)
3-4(1,293)
5(1,966)
Key Features
Progress Tracking
Task Management4.4

User insights about the document management feature

Reviewers indicate Visio's document management is robust and integrates well with other Microsoft applications like SharePoint. They appreciate the ease of storing, sharing, and managing documents, as well as the version control and export to Word feature. Users find it practical for creating and managing diagrams and related documents, although some prefer other tools for document management.
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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.”
Verified reviewer profile picture

Jose P.

Business Change Manager. IPMA® PMP

Starting price
5per user /
per month
Pros and Cons based on 3,279 verified reviews
Verified reviewer profile picture
Verified reviewer profile picture

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

Other Top Rated Workflow Management Software with Document Management in 2026

Vsimple logo

Vsimple

Operations management platform with optimized workflows

visit website
Vsimple is a cloud-based sales and operations management platform that turns complex processes into simple automated workflows built as per business operations.

Read more about Vsimple

Users also considered
Dock logo

Dock

HIPAA-compliant task and collaboration management software

visit website
Dock is a cloud-based software designed to help healthcare organizations manage physicians’ tasks and facilitate collaboration among employees. Supervisors can create new tasks with details including task name, patient information, assigned physician, due date, priority status, and custom labels.

Read more about Dock

Users also considered
Process Street logo

Process Street

Category Leaders

AI-enabled compliance operations platform.

visit website
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
Pneumatic logo

Pneumatic

Business process and workflow management software

visit website
Pneumatic is a workflow management software designed for teams across several industries including human resources, finance, marketing, and sales. It helps organizations manage operations related to task creation, status tracking, performance monitoring, and more.

Read more about Pneumatic

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
TeamTracks logo

TeamTracks

Cloud-based support operations tool for manufacturers

visit website
TeamTracks is a cloud-based support ops tool that helps businesses streamline team’s operations. With the process automation feature, users can define organizational processes in one central location to streamline support communication with customers, partners, and suppliers.

Read more about TeamTracks

Users also considered
TrackVia logo

TrackVia

Workflow automation for enterprise operations

visit website
TrackVia helps IT and business users turn manual processes or spreadsheets into web and mobile apps fast and with no complex coding.

Read more about TrackVia

Users also considered
monday.com logo

monday.com

Project management software

visit website
Build your ideal workflow with the help of monday.com Work OS. Automate all mundane, repetitive tasks so you and your team can focus on essential work, assign clear ownership in projects, collaborate effectively in real-time, and easily coordinate work across your team.

Read more about monday.com

Users also considered
Mitratech TAP Workflow Automation logo

Mitratech TAP Workflow Automation

TAP gives you the power to automate any process— on your own

visit website
TAP is a workflow automation software that empowers users to create and deploy forms, processes, and workflows without writing any code— using the drag-and-drop designer. TAP Workflow Automation also supports automated notifications, e-signatures, role-based access, and more.

Read more about Mitratech TAP Workflow Automation

Users also considered
Airtable logo

Airtable

AI-Powered, No-Code App Building Platform

visit website
Airtable is the AI-powered app platform that unifies data, maximizes collaboration, and powers smarter workflows — no code required.

Read more about Airtable

Users also considered
Droplet logo

Droplet

Forms and workflow automation software

visit website
Droplet is a forms automation software designed to help schools and government organizations create dynamic web forms to collect business data. The application enables businesses to automate approvals with detailed business logic, conduct analytics, and capture and store digital data.

Read more about Droplet

Users also considered
Kantata logo

Kantata

Always Deliver Amazing

visit website
Kantata PSA puts an end to unpredictable projects so professional services teams always deliver amazing.

Read more about Kantata

Users also considered
Mango Practice Management logo

Mango Practice Management

Everything accountants need, all in one place.

visit website
Mango Practice is a cloud-based practice management solution designed to help accounting firms, tax professionals, bookkeepers, and CPA practices manage their workflows, documents, client communication, billing, time tracking, and payments more effectively.

Read more about Mango Practice Management

Users also considered
Asana logo

Asana

Project tracking and workflow management platform

visit website
Asana is a workflow management platform that connects all your work in one place and bring teams together, anywhere. Use AI-powered features to manage tasks, track progress, and adapt quickly to changing priorities. Join millions of users across 200+ countries using Asana to get more done.

Read more about Asana

Users also considered
Adobe Workfront logo

Adobe Workfront

Online enterprise work management software

visit website
Leverage templates to standardize business processes, increase efficiency, and avoid recreating the wheel. With Adobe Workfront, you can also ensure compliance with automated workflows that constitute an audit trail, and customizable reports and dashboards that display progress for each workflow.

Read more about Adobe Workfront

Users also considered
Lucidchart logo

Lucidchart

Visual diagramming tool for team collaboration

visit website
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
Netcontent logo

Netcontent

AI-driven processes, enterprise-grade results.

visit website
Netcontent is a unified platform for Document Management, Process Automation and AI, delivering operational intelligence at scale. It enables end-to-end visibility, compliance and measurable efficiency across critical business workflows.

Read more about Netcontent

Users also considered
Digital Integrated Management System logo

Digital Integrated Management System

Quality, compliance, governance, improvement & digitization

visit website
Interfacing’s Digital Business Platform - Build Accurate Simple to Complex Workflow Apps FAST: Days and Weeks, not Months.

Read more about Digital Integrated Management System

Users also considered
TrueContext logo

TrueContext

The field service workflow platform for the connected worker

visit website
TrueContext is the field service workflow platform for today’s connected worker. It enables frontliners with smart, context-aware forms and AI-augmented mobile workflows, unlocking technician mastery and productivity at scale.

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Users also considered
Tonkean logo

Tonkean

Build processes people actually follow

visit website
Orchestrate and automate end-to-end business workflows. Tonkean combines a human-aware BPM platform, an AI-driven, no-code automation platform, and an iPaaS platform with integrations to 1000+ applications to streamline business processes across systems and people.

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Users also considered
Wrike logo

Wrike

AI powered workflow management platform

visit website
Automate recurring workflows. Wrike’s automation engine works in the background to sync related tasks, thereby reducing errors and tedious activities without requiring you to update other projects and tasks.

Read more about Wrike

Users also considered
BIC Platform logo

BIC Platform

AI-enabled business process management platform

visit website
Thanks to unique No Code and Low Code technology, you can automate your processes quickly, easily and without any programming. Directly from the graphical capture, BIC Platform generates executable workflows that make your business processes more flexible and accelerate them at the same time.

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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.

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Users also considered
Bizzmine logo

Bizzmine

Digitize QHSE. Ensure compliance. Simplify processes.

visit website
Bizzmine is a cloud-based QHSE solution. The software enables companies of all sizes to manage their quality processes, ensuring compliance with various regulatory standards like ISO 13485, ISO 17025, ISO 15189, 21 CFR Part 11, ISO 9001, ISO 22000 and more.

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Forms On Fire logo

Forms On Fire

Mobile forms, dispatch, task and workflow solution

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A mobile app for inspections, audits, safety reports, orders, and many other tasks. Save time with pre-filled fields from your systems. Save time by eliminating needless travel to deliver forms. Save the time it takes to re-enter, re-assemble, file, and distribute forms to those who need them.

Read more about Forms On Fire

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Key features for Workflow Management software

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

  • Progress Tracking: Reviewers value the ability to track project status, identify bottlenecks, make informed decisions, and ensure tasks meet deadlines. 94% of reviewers rated this feature as important or highly important.
  • Task Management: Users appreciate features such as creating subtasks, assigning tasks, setting due dates, and receiving reminders, which enhance organization and collaboration. 93% of reviewers rated this feature as important or highly important.
  • Access Controls/Permissions: Reviewers emphasize the importance of customizable access levels to ensure data security, streamline workflows, and manage user roles effectively. 87% of reviewers rated this feature as important or highly important.
  • Mobile Access: Reviewers highlight the convenience of accessing tasks and projects on-the-go, ensuring productivity and real-time updates from anywhere. 85% of reviewers rated this feature as important or highly important.
  • Third-Party Integrations: Users value the ability to connect with a wide range of applications, enhancing workflow automation and productivity without needing technical skills. 85% of reviewers rated this feature as important or highly important.