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Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization. Learn more about Confluence
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click. Learn more about Confluence

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Offered as a web or client solution to help you organize, secure and manage your documents no matter your company size. Learn more about Dokmee DMS
Dokmee is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries. Learn more about Dokmee DMS

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Awarded the best QMS / HSE software 2022 - Simple, Customizable, Cost-Effective & User-Friendly. Automate & digitize ISO 9001, GRC, ESG Learn more about Effivity
Effivity is the best Document Management Software to automate all your document management tasks and digitize all your documents at one centralized location. Revise documents, seek approvals on changes, add e-signatures ,version control each document and see a full audit trail of your document record. Let's make your document management simple, quick, easy, collaborative & time-saving. Learn more about Effivity

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Manage documents and assets with enterprise-level security. XaitPorter, a all-in-one solution for document automation and co-authoring. Learn more about XaitPorter
Manage documents and document assets with enterprise-level security using XaitPorter, a leading all-in-one solution for document automation and co-authoring. With XaitPorter you can create and edit documents with many sections and subsections, each with their own writer, reviewer and approver all with individual deadlines. Re-use content to increase document integrity and productivity. XaitPorter also gives you the freedom to control access rights and share information with your writing team. Learn more about XaitPorter

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp has unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your Document Management system matches your brand guide. +1500 brands from +60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Simple, fast and secure file and document management with integrated CRM. Don't be the next Panama papers! Learn more about LiveFile360
Enterprise file & document management with integrated CRM from enVisual360. Documents is productive & simple to use, files can be posted directly from Microsoft Office, scanners. Documents supports large file volumes and includes encryption and audit controls preventing bulk downloading. With its own indexing system, searching is rapid and intuitive. Usage with the enVisual 360 client administration system, Documents surfaces files for compliance, CRM, Accounting modules and the AIR web portal. Learn more about LiveFile360

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Bautomate is a digital automation platform to automate the business processes of various industries. Learn more about Bautomate
Bautomate is a no-code orchestration platform that lets you automate workflows to better manage all your business processes. You can build workflows in minutes using low-code platform with inbuilt features like dynamic forms, rules engine, drag-and-drop workflow modeler, OCR engine, document management system and more. You can integrate with the tools you already use, like Google Sheets, Tally, Oracle, SAP, and more.. Learn more about Bautomate

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Install on the cloud or on premise for more than 20 users. Version control, workflow, Web, desktop & mobile device ready. Free API Learn more about FileHold
The FileHold "cloud" or "on premise" is for large organizations in industries that need information governance ie manufacturing & healthcare. FileHold scales to support thousands of users & millions of documents. Desktop MS Office integration, browser & mobile ready. Built on the Service oriented Architecture, Keep your intellectual property secure with 2FA & e-signature. Improve operations, save time and money using our document scanning, version control, OCR & document workflow solution. Learn more about FileHold

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution enables your team to create, co-author, and coordinate any amount of documents. With LogicalDOC you will increase collaboration and productivity via next-generation web interface, integration into Microsoft Office and Outlook, and automatic import from your shared folders. Learn more about LogicalDOC

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document management solution to organize official documents and facilitate easy retrieval. Advanced Workflows & Metadata Learn more about CannyDocs
Document management solution to organize official documents and facilitate easy retrieval. CannyDocs is a smart document management solution with the capability of organizing professional documents. This feature also facilitates the retrieval of your documents in a quite easy manner. CannyDocs is independent software that enables its user to work with proper ease and it works on OS so you can install it on any OS device Learn more about CannyDocs

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Automate managing and drafting your documents. Join 150K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document Management, Smart Workflows, & Approvals; Document Automation & Contract Assembly; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 150,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group. Learn more about Legito

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Learn more about Bitrix24

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization. Learn more about monday.com
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborat e on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live support. Our average user creates a document in under 4 min and sees a 20% increase in closed rates. Join 45,000 businesses that automate document workflows, speed up the pipeline, and win more deals! Learn more about PandaDoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Flipsnack is the fastest PDF to flipbook converter on the market. Easily create & publish your catalogs, brochures, magazines and more. Learn more about Flipsnack
Flipsnack is the fastest PDF-to-flipbook converter on the market. This online publishing solution allows you to bring your PDFs to life, transforming them into life-like publications with a 3D flip-page effect. Alternatively, you can use our Design Studio to easily create engaging flipbooks from scratch. Bring your printed catalogs to digital customers while embracing a more sustainable and cost-effective path for your business. Powerful features like shopping buttons, videos, GIFs, enticing p Learn more about Flipsnack

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Start a FREE TRIAL and automatically generate documents from data + deliver them wherever you want. Plans start at $92/month. Learn more about Formstack Documents
Automate document creation with Formstack Documents and reach optimal digital maturity as described in the 2022 State of Digital Maturity: Advancing Workflow Automation report. Start a FREE TRIAL to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. Instantly merge data from the cloud into a PDF, Word doc, spreadsheet, or PowerPoint to generate proposals, applications, contracts, and more. Plans start at $92/month. Learn more about Formstack Documents

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Track all document versions, revisions, and approvals to address regulations. Learn more about Intellect
Intellect's Document Management is a software solution proven to enhance document operations and improve overall productivity by 90%. Intellect's document control management solution enables users with the proper permission to revise documents, seek approvals on changes, and see a full audit trail of who approved what, when and where. Our applications are designed by certified quality experts and can easily be tailored with no code, drag and drop technology to fit your exact business needs.. Learn more about Intellect

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Promena offers Supplier Relationship Management, E-Sourcing, E-Procurement and Contract Management modules. Learn more about Promena
Promena provides SaaS-based solutions for procurement processes including Supplier Base Management, E-Sourcing, E-Procurement and Spend Analysis modules. Transform your procurement process, provide competition, transparency and efficiency leveraging Promena's intuitive and modern UX/UI design. The software is designed and built upon years of procurement know-how and experience by the biggest central procurement company in Turkey. Learn more about Promena

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Battle-tested for enterprise, DX allows you to focus on your business, not the document and contract processes that support it. Learn more about Docxpresso
Increase your productivity, compliance, and customer satisfaction with DX, a cutting-edge contract and document process management solution. DX allows organizations to automate, monitor, and control repetitive document processes, including those involved in purchasing, sales, and HR. The DX platform's flexibility allows customers across diverse industries to extract value, including retail, legal, tech, and government. Fast, tailored, and value-driven implementation by the DX team. Learn more about Docxpresso

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Bring PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK
PDFTron SDK is the most comprehensive MS Office and PDF SDK. It's built in-house to bring accurate and reliable rendering to your digital content of any size and complexity. It scales with your goals, as our APIs add MS Office, CAD, and even video collaboration capabilities to your application on Windows, Mac OS, Linux, Android, iOS, and the web. Our PDF SDK brings accurate PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams. Learn more about 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 capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for. Learn more about Email Manager for Microsoft 365

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Store and manage digital files instead of paper files. Drive audit, compliance, and visibility to your documents with Enadoc Learn more about Enadoc
Your data is your most important asset. Protecting it from unauthorized distribution, access, theft, and disasters should be a priority. Enadoc is an innovative document management and enterprise content management solution that features sign, capture and indexing, records management, search, disaster recovery, and secure access capabilities. Be Compliant and Trusted with Enadoc. Learn more about Enadoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document Control, Document Management & Asset Information Management system for complex projects and operations. Learn more about Assai
Assai is one integrated system that enables document management, document control and asset information management for complex projects and operations. With our roots in the oil & gas sector, Assai has expanded into other complex industries such as transport, mining and utilities. We support complex projects from start to finish with our document control and document management solution. Our graphical drill-down capabilities also support asset information management. Learn more about Assai

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Digital signature solution that helps businesses send eSignature requests and share reusable templates for electronic signatures. Learn more about Fill
Digital signature solution that helps businesses send eSignature requests and share reusable templates for electronic signatures. Learn more about Fill

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
JetBrains Space is a fully integrated toolchain that connects the software development pipeline, communication, and project management. Learn more about Space
Space is a fully integrated toolchain that connects the software development pipeline with communications and project management. With Space you can make all records related to your project accessible and visible to the project’s team as well as other members of your organization. Organize your personal documents using a handy folder structure. Work on drafts and share them with your colleagues for collaborative editing before moving them to Project Documents or publishing them to the Blog. Learn more about Space

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Sharegate, the out-of-the-box management solution for Microsoft 365 that just works. Learn more about ShareGate
From big migrations to everyday Teams and SharePoint operations. ShareGate is the out-of-the-box management solution for Microsoft 365 that just works. Trusted by over 75,000 IT admins, ShareGate turns M365 into the collaborative and secure environment it should be. Start cleaning your tenant in minutes, build your management strategy focusing on best practices, and automate self-service with users following the guardrails you’ve established. Learn more about ShareGate

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Personally connect with customers in 100 languages over 6 channels. Learn more about Perfect Doc Studio
Customer communications platform that helps businesses to communicate with clients via personalized content over 6 channels and 100+ languages Learn more about Perfect Doc Studio

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document management system that helps store documents, track activities and more. Learn more about Docs2Manage
Document management system that helps store documents, track activities and more. Learn more about Docs2Manage

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Popdocx is a document population solution that can auto-populate data from different systems into forms and documents. Learn more about Popdocx
Popdocx is a versatile software application that allows users to assemble and populate multiple types of forms, documents or forms for any business in minutes. Users can get information from different systems or populate information into the software; automate and validate data flows to ensure data integrity and reduce processing errors and electronically sign document upon completion. Learn more about Popdocx

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Our HRDMS helps HRs with efficient management of employee files, giving personnel secure & immediate access to information. Learn more about Crown HR Document Management System
Crown's HR Document Management System (HRDMS) helps HRs deal with thousands of employee documents by actively filing, storing and archiving using digital workflows without having to deal with the actual paperwork. The key features of our system are designed to eliminate all the unnecessary work tasks and help make the decision-making process simpler Digital document generation Digital signature Digital distribution Digital announcement Self-service portal Digitise legacy documents Learn more about Crown HR Document Management System

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
It is a contract management solution that lets users create contracts, handle access rights, manage approval processes, and more. Learn more about Crown Digital Contract Management
Digital contract management is a safe approach to keep track of all your contracts. Relevant data can be retrieved from a single location. Contract workflows combine processes into a single system, allowing for better interdepartmental communication and increased productivity. Create contract documents automatically Assign user roles based on permissions. Streamline and automate the approval process. Access contracts on the go Learn more about Crown Digital Contract Management

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Cloud-based accounts payable solution that helps businesses automate invoice capture, organization and processing workflows. Learn more about Crown Accounts Payable DMS
Crown’s APDMS is an invoice management system that helps organisations quickly, accurately, & efficiently process documents. Our APDMS system captures, organises, and sends documents as well as supporting content, to the appropriate people for reviewing, approving, and automatic processing. Our APDMS can help you in- Managing purchase orders & supplier invoice Data extraction & entry into ERP Matching the invoice to the exact purchase order & approver Digital payments Learn more about Crown Accounts Payable DMS

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Readiris™ PDF Business offers a complete set of OCR, scans, document composing and PDF’ management features ! All-in-One place. Learn more about Readiris PDF
By I.R.I.S. Inc., 955 NW 17th Avenue, Unit B Delray Beach, Florida 33445, United States – Since 1987 IRIS (a Canon Group company) is a world leader in portable scanner, PDF, OCR, Business Card management and document classification software. Since 1987, IRIS experts successfully support customers all over the world, helping them overcome their main business challenges through the use of scanning, capture, and digital transformation solutions. IRIS OCR technology is used by HP, ADOBE and CANON Learn more about Readiris PDF

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
IRISPowerscan is the best document classification software awarded by BuyersLab - Keypoint Intelligence. Ideal to automate and name PDF Learn more about IRISPowerscan
By I.R.I.S. Inc., 955 NW 17th Avenue, Unit B Delray Beach, Florida 33445, United States – Since 1987 IRIS (a Canon Group company) is a world leader in portable scanner, PDF, OCR, Business Card management and document classification software. IRISPowerscan is able to import any type of documents, emails or scan documents, classify them, name them automatically and export them to DMS file system. Learn more about IRISPowerscan

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available. Learn more about Google Docs

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access. Learn more about Google Drive

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline. Learn more about Google Workspace

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located. Learn more about Microsoft 365

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device. Learn more about OneDrive

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
DocuSign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about DocuSign

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard editing. Learn more about Microsoft SharePoint

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.
Upgrade your information governance strategy with the in-place lifecycle management your organization needs to reduce risk without impacting productivity. Streamline how you manage the lifecycle of the content that powers business processes with flexible retention schedules, preservation for defensible discovery, and disposition management. Learn more about Box

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document software that enables users to generate and publish documents, collaborate with team members, and more.
Microsoft Word allows users to create, edit, save and share documents using its cloud-based word processing software. In addition to being able to create new documents, Microsoft Word allows users to also open existing files and change them as needed; this makes it easy for multiple users within a business or educational institution to make changes and save them through the cloud. Microsoft Word is a powerful word processing software that enables users to create professional documents. The application has a friendly user interface and a number of integrated features, such as text editing, spell checker and grammar checker, which help ensure higher quality documents. The application also comes with sharing capabilities that allow users to collaborate with others on the same document. Learn more about Microsoft Word

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more. Learn more about LibreOffice

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas.
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas. The solution comes with a free companion application for Windows devices and offers deep search functionality for all notes stored in its system. Users can store and organize audio recordings that are in a searchable format as well as integrate them with other Microsoft 365 products such as Excel or Word. To save time and effort, they can also highlight their handwritten notes by using various shapes and colors on the screen of their mobile device. Learn more about Microsoft OneNote

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and secure data with automatic back-ups. Learn more about iCloud

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions.
Trusted by over 18 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 100+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more. Learn more about Jotform

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.