Document Management Software

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Showing 1 - 20 of 344 products
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Showing 1 - 20 of 344 products

Confluence

Confluence is a project management solution that enables organizations to create, collaborate, organize and review project documents. The system offers both cloud-based and on-premise deployment. Confluence’s editor feature a...Read more

Bynder

Bynder offers a selection of branding, marketing and digital asset management (DAM) tools for businesses of all sizes. Bynder’s DAM is designed to help companies manage, maintain and distribute public and private digital assets, i...Read more

4.41 (149 reviews)

5 recommendations

12d Synergy

12d Synergy is a cloud-based solution designed to help engineers, architects and construction professionals automate processes related to project collaboration and document management. Key features include contact management, vers...Read more

4.26 (27 reviews)

PandaDoc

PandaDoc is cloud-based document management software that helps users in creating proposals, quotes, human resources documents, contracts and more. The solution is mostly used by sales and marketing teams and company leadership. ...Read more

LiveFile360

LiveFile 360 is a cloud-based document management platform that helps financial firms manage compliance and confidentiality across client files. With an encrypted, locked-down file system, it enables businesses to secure databases...Read more

No reviews yet

LogicalDOC

LogicalDOC is a content management solution that caters to businesses of all sizes across various industries such as information technology and services, oil and energy, wholesale and more. Key features include access control, com...Read more

4.70 (57 reviews)

FileHold

FileHold Enterprise is a document management solution that helps large organizations to transition to a paperless work environment. FileHold can be installed on premise or on a secure private or public cloud. Features include...Read more

4.70 (42 reviews)

13 recommendations

Legito

Document Automation & Contract Assembly; Smart Workflows, Approvals, & Document Management; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box funct...Read more

4.97 (30 reviews)

Bitrix24

Bitrix24 is a client management solution that provides a platform for businesses to organize and track interactions with potential or existing clients and partners. The software allows users to log and manage client interactions, ...Read more

Nintex Process Platform

Nintex is a workflow management solution that caters to a variety of industries including energy, health and life sciences, financial services and government. It is suitable for departments such as customer services, human resourc...Read more

4.09 (79 reviews)

Software pricing tips

Read our Document Management Software Buyers Guide

Subscription models

  • Per employee/per month: This model allows you to pay a monthly fee for each of your employees.
  • Per user/per month: Users pay a monthly fee for users—normally administrative users—rather than all employees.

Perpetual license

  • This involves paying an upfront sum for the license to own the software and use it indefinitely.
  • This is the more traditional model and is most common with on-premise applications and with larger businesses.

Rated best value for money

Adobe PDF Library

Adobe PDF Library is a document management solution designed to help software developers create, edit, merge and split PDF files. The application includes C/C++ APIs with interfaces for .NET and Java, which enables programmers to ...Read more

4.62 (21 reviews)

FileInvite

FileInvite is a cloud-based file transfer and document collection solution designed for small and midsize businesses. FileInvite provides file request management, document approvals, digital forms, pre-built templates, e-signature...Read more

4.74 (92 reviews)

Aerofiler

Aerofiler is an AI-powered contract management solution designed to help businesses streamline the full contract lifecycle. With end-to-end contract automation, users can create, approve, sign and track contracts within a matter o...Read more

5.00 (10 reviews)

Windward Core

Windward Studios is a reporting and document generation solution that provides a data-powered document creation system for OEM, enterprises and system integrators. The solution offers the ability to edit, personalize and design do...Read more

4.80 (41 reviews)

Colligo Office Connect for Microsoft 365

Colligo Office Connect for Microsoft 365 is a collaboration and document management solution that enables businesses to handle SharePoint from within Microsoft 365 applications, including Excel, Word, and PowerPoint. Colligo Offi...Read more

No reviews yet

Email Manager for Microsoft 365

Colligo Email Manager for Microsoft 365 is ideal for mid- to enterprise-size businesses using SharePoint Online in industries with regulatory or policy compliance requirements. The SharePoint add-on lets you save and auto-classify...Read more

4.82 (11 reviews)

Intellect

Intellect provides a flexible enterprise Quality Management Software (eQMS) solution and platform designed to meet any FDA and ISO compliance requirements, as well as digital transformation goals. Built on the Intellect Compliance...Read more

4.53 (53 reviews)

Orcanos

Orcanos is a cloud-based platform designed to help businesses of all sizes manage and automate all document workflows, from initial approvals to final signoffs. The centralized platform enables users to publish approved document v...Read more

4.43 (23 reviews)

Filecamp

Filecamp is a cloud-based Digital Asset Management (DAM) software solution that helps companies organize and share their digital media such as images, videos, and documents. Filecamp comes with unlimited users, each user conf...Read more

4.69 (81 reviews)

ABBYY FineReader PDF

ABBYY FineReader PDF allows users to convert, edit, and share PDF documents. It is suitable for individuals and businesses. This solution can help teams streamline collaboration on PDF workflows in the workplace. ABBYY FineReader ...Read more

Popular Document Management Software Comparisons

Buyers Guide

Last Updated: March 10, 2022

Document management software, which falls within the larger category of content management systems (CMS), helps business users digitally upload, track, and archive documents while keeping them secure. Many document management systems include workflow tools to manage the life cycle of specific documents, such as articles or legal contracts.

According to the Association for Information and Image Management (AIIM), 75% of companies use more than one document management solution. This reflects both the scale of information companies today must oversee, and the diversity of available solutions.

To that end, we've created this buyers guide to help you better understand what this technology is and how it works so you can choose the best document management software for your organization.

Here's what we'll cover:

What is document management software?

Document management software provides organizations with the following functionality:

  • A central, searchable repository for records.
  • Paper documents can be digitally uploaded and filed, thus eliminating the need for the extra space (and cost) required with paper storage. In addition to improving organization and efficiency.
  • Digital document storage minimizes the risk that records can be lost or damaged.

Organizations that frequently use and/or maintain records containing sensitive personal information, such as those in the medical or financial industries, may benefit especially from document control software. These solutions can help ensure industry-specific document compliance while providing the appropriate users with quick, reliable access to records.

Main dashboard screenshot in eFileCabinet
Main dashboard screenshot in eFileCabinet

Document management software is also helpful for companies seeking a way to implement rules-based workflow processes, such the review and approval of documents prior to publication and/or release.

Common applications of document management software

Document management software is a broad category that covers many different applications. Many of these applications can be sold either as stand-alone products or combined together in a comprehensive integrated suite.

Document capture and imaging Uses imaging technology to digitize printed documents. These applications are often integrated with document readers and search features.
Indexing Assigns metadata (e.g., properties such as author and file format) to documents in a library or archive to make them searchable.
Publishing Allows users to draft, edit, and distribute content via workflow tools and role-based permissions.
Records management Secures records by classifying and archiving sensitive data.
Case management Automates the documentation and management of cases, including approvals, role permissions, and other necessary steps.
Contract management Facilitates the workflow for creating and revising specific types of contracts (e.g., mortgage contracts).
M-files
Screenshot of M-Files software showing document metadata

Common buyer scenarios

Buyers evaluate document management software for many different reasons, but most fall within one of the following common scenarios:

Digitizing company documents: Organizations looking to go paperless by digitizing paper records often seek a stand-alone document imaging application to help upload these records quickly, without having to manually scan them. Imaging applications are sometimes part of a larger integrated suite that offers additional tools for the tracking, storage, and retrieval of these digital records.

Securing sensitive records: Companies in certain industries are subject to government regulations that mandate how records are stored and accessed. These regulations often require organizations to keep both historical and current documents in a digital format, and to limit who can access them. These companies often seek document management applications that are designed to aid compliance, and include features such as audit trails and role-based permissions. Companies should also consider a virtual data room which offers more features and protections that standard document management systems lack.

Organizing file systems: Many companies have difficulty finding and accessing files. For example, documents may be stored across multiple locations, including network drives, individual desktops and web-based file sharing platforms, which in some cases may violate company policies. These buyers seek to unify document storage so employees can access documents both easily and securely.

Many larger organizations often seek Enterprise Content Management (ECM) solutions, which are more comprehensive systems that often include records and digital asset management applications, among others.

Seeking an industry-specific solution: Certain companies require solutions that are tailored to the specific document life cycles in their organization and include case or contract management tools. Document management software helps automate and track the unique workflow of these records to improve efficiency while ensuring no step is missed.

Market trends to understand

Web-based solutions become increasingly available: According to Gartner, while on-premise document management systems continue to dominate the market, web-based solutions (e.g., M-Files, Acquia, and Spring CM) can help supplement it. These solutions offer benefits such as remote access to documents, added security via cloud-based data backup, and the elimination of added technology and hardware costs.

Collaborative tools become more popular: An increasing number of document management solutions are beginning to incorporate tools that facilitate greater collaboration between users. These tools enable multiple employees to work on shared documents, share files, and communicate via social tools within the same platform, thus changing the way teams are able to work together with records.

Emergence of mobile document management solutions: A decade ago, it was unimaginable that companies could create and edit documents on mobile devices. Today, however, the widespread prevalence of smartphone and tablet technology has led many document management software vendors to offer mobile apps that allow users to access and edit content remotely.


Note: The applications selected in this article are examples to show a feature in context and are not intended as endorsements or recommendations. They have been obtained from sources believed to be reliable at the time of publication.