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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
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign all your business 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 documents. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live human support. Our average user creates a document in under 4 min and reports a 20% increase in closed rates. Join 50,000 businesses that automate document workflows, speed up the pipeline, and win more deals!
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Features
- Archiving & Retention
Bitrix24 is a free document management platform used by over 12 million businesses worldwide. Available in cloud and on-premise.
Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 12 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
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Features
- Archiving & Retention
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 collaborate 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.
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Features
- Archiving & Retention
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.
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Features
- Archiving & Retention
Track all document versions, revisions, and approvals to address regulations.
Learn more about Intellect QMS
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 QMS
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Features
- Archiving & Retention
Apryse allows you to add document editing, viewing, annotatation, conversion, digital signature capabilities to your applications.
Learn more about Apryse PDF SDK
Apryse, previously known as PDFTron, takes document solutions to the next level, making work better and life simpler.
As a global leader in document processing technology, Apryse gives developers, enterprise customers and small businesses the tools they need to reach their document goals faster and easier.
Our product portfolio includes Apryse SDK, Fluent, iText and XODO. Apryse technology works with all major platforms and a wide variety of unique file types.
Learn more about Apryse PDF SDK
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
e-automate is a cloud-based ERP solution for office technology products providers to keep track of all serialized devices.
Learn more about e-automate
e-automate is a fully integrated business management software tailored for managed print providers that helps users manage accounting, contract management, purchasing & receiving, sales, customer service, reporting and more.
Consolidate all of your information silos in one place and make it easier for your departments to interact efficiently. e-automate's enhanced reporting and analytics functionality provides clear visibility of your business, increasing profitability and efficiency.
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Features
- Archiving & Retention
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
- Archiving & Retention
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
- Archiving & Retention
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
- Archiving & Retention
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.
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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.
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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.
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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
- Archiving & Retention
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization.
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
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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
- Archiving & Retention
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
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Features
- Archiving & Retention
Create, edit, convert, sign, and combine documents with Adobe’s all-in-one PDF and e-signature solution.
Adobe Acrobat is the all-in-one PDF and e-signature solution trusted by Fortune 500 companies. With Acrobat, you can create, edit, convert, share, sign, and combine documents – all from one Adobe platform. You can build seamless digital experiences that enable your team to collaborate and work from any device, anywhere. Acrobat solutions are also designed to integrate with apps you use every day, including Microsoft 365, Google, Workday, and more, so you can get things done in the flow of work.
Learn more about Adobe Acrobat
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Features
- Archiving & Retention
Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place.
By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes.
Learn more about Notion
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
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
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Features
- Archiving & Retention
Free app to manage PDF files, alone or in bulk, over the web. Merge, compress, sign, split and convert PDFs within seconds.
Free app to manage PDF files, alone or in bulk, over the web. iLove PDF offers a toolkit to merge, compress, sign, split, convert, watermark, and unlock PDFs within seconds. iLovePDF also converts from/to main Office formats such as Power Point, Excel and Word.
Learn more about iLovePDF
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Features
- Archiving & Retention
Document management in build projects is integral if your team is to stay on time/budget. Bluebeam keeps your team in sync.
Document management in construction projects takes more than just manual organization to keep everyone on the same page. To truly keep build projects on time and on budget, turn to Bluebeam and its intuitive, shareable, real-time set of construction tools that make collaboration easy from any location. No matter what stage of any project you're in, from early takeoffs and bidding to final touches, Bluebeam keeps you on time and on budget.
Learn more about Bluebeam Revu
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Features
- Archiving & Retention
Reach new levels of efficiency in your department by using Rubex to automate routine processes, protect sensitive data and more.
Empower your team to work more efficiently with eFileCabinet. Our cloud-based document management solution gives you access to your important documents from anywhere—protected with encrypted, bank-level security that makes maintaining compliance easy. Experience the power of document management like never before with innovative features like:
Advanced full-text search
Automated workflows
Form-fill
eSignature
Secure sharing
Learn more about eFileCabinet
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Features
- Archiving & Retention
An all-in-one online PDF editor, built-in e-signature and fillable form builder.
pdfFiller is a GDPR compliant online PDF editor, e-signature manager and fillable PDF form builder in a single web app. Edit and e-sign PDF documents online, create fillable PDF forms and send them for signing. Share documents via email, social media or host them on your company's website. Fax, print or send PDFs via USPS right from your pdfFiller account. Get completed copies of submitted and signed PDF forms and automatically extract data to an Excel file, CRM or database.
Learn more about pdfFiller
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Features
- Archiving & Retention
Process Street is a modern process management platform for teams.
Process Street is a modern process management platform for teams. We help teams share their core processes, then transform them into powerful no-code workflows.
Start with employee onboarding to set up new hires for success, then build all sorts of workflows like employee onboarding, client onboarding, and tenant screening.
Manage your team wiki and company handbook 100% free.
Join Salesforce, Colliers, Drift, and 3,000+ other businesses who use Process Street today.
Learn more about Process Street
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Features
- Archiving & Retention
Smallpdf serves 50+ million monthly users with 20+ PDF tools in 24 languages. It's the first and only PDF software you'll love.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools for everyone—for work, for home, for life.
Founded in Switzerland in 2013, Smallpdf provides a simple, secure, and reliable answer to the world's PDF challenges, and has become the most loved and trusted PDF software on the planet. We’ve served over a billion users in 24 different languages since 2013, and in every country in the world!
Learn more about Smallpdf
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Features
- Archiving & Retention
Project-based solution for PS firms that combines project accounting, resource management, project mgmt, time/expense and client mgt.
Deltek Vision is a project-based solution for professional services firms that combines project accounting, resource management, project management, time/expense management, and client management in one product. Deltek Vision is a web-based solution available for cloud or on-premises deployment.
Learn more about Deltek Vision
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Features
- Archiving & Retention
Brandfolder is the industry-leading, most intuitive Digital Asset Management platform
An industry leader in Digital Asset Management software, Brandfolder delivers a platform that is as intuitive for users as it is powerful for admins, to easily store, manage, share, manipulate, and analyze assets across hundreds of formats including 8K video, documents, images, and 3D renderings. With best-in-class services, support, security, and scalability, Brandfolder helps global brands create compelling, timely, and consistent brand experiences with unparalleled efficiency and speed.
Learn more about Brandfolder
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Features
- Archiving & Retention
Open source content management system used by some of the largest websites such as The Economist and the White House.
Open source content management system used by some of the largest websites such as The Economist and the White House.
Learn more about Drupal
Features
- Archiving & Retention
Simplify the audit and tax process while improving the client experience through automated request list and document management.
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help 800+ of the leading firms in North America and the UK ensure a simpler, more secure process.
Learn more about Suralink
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Features
- Archiving & Retention
Nifty is the ultimate document management app to keep people, processes, and functions aligned with built-in task management.
Nifty is the collaborative document management app to keep people, processes, and functions aligned. With roadmaps, tasks, docs, and automations — Nifty lets your team focus on actual work instead of juggling tools.
Nifty consolidates document management and improves team productivity by combining all of the important features of document management into one software.
Learn more about Nifty
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Features
- Archiving & Retention
#1 Adobe® Acrobat® alternative: PDFelement is your all-in-one PDF solution. Create, edit, convert, and sign PDF files in a better way.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing.
Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe Acrobat available on Windows, Mac, iOS, & Android.
Learn more about PDFelement
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Features
- Archiving & Retention
The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Take productivity to the next level with ShareFile. Securely send, share, get feedback, approvals and even e-signatures on any file, fast. Business-class file sharing meets real-time collaboration to accelerate productivity with automated workflows you customize and control. Give real-time feedback, request approvals, co-edit—even get legally binding e-signatures seamlessly—on any device. Plus, with real-time tracking, you always know exactly where things stand. Using SSAE 16 Type II certified
Learn more about ShareFile
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Features
- Archiving & Retention
Flexible and easy to use, Acquia DAM (Widen) helps brands manage and distribute assets across teams, tools, and channels.
A highly configurable metadata schema provides powerful, business-specific search and workflow capabilities. Plus, AI-powered auto tagging makes assets instantly findable. Sync content across systems using the API or pre-built integrations with over 50 tools, from creative suites to project management. Product-based companies use Acquia DAM to build a unique 360-degree view of their product content. Acquia DAM is available standalone or as part of Acquia DXP.
Learn more about Widen Collective
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Features
- Archiving & Retention
ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE Workspace is a collaborative corporate office available as a cloud service and on-premises solution.
It features a collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments, and advanced security settings.
ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud.
ONLYOFFICE Workspace offers plans for startups, businesses, and extra big enterprises.
Learn more about ONLYOFFICE Workspace
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Features
- Archiving & Retention
Sage 100 offers automatic storage of your documents. The DMS archive is fully integrated into Sage 100.
Are you still looking for or can you already find it? Document management (DMS) is much more than a digital filing system: it controls workflows and creates enormous efficiency in companies of all sizes, including the fulfillment of data protection requirements. Sage 100 offers automatic storage of your documents. The DMS archive is fully integrated into Sage 100. Sage 100 is the ERP solution for medium-sized companies that want to design their business processes individually.
Learn more about Sage 100
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Features
- Archiving & Retention
ABBYY FineReader PDF is a universal PDF software for efficient work with documents - both PDFs and scans - in the digital workplace
ABBYY® FineReader PDF is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows and makes it easier to digitize, convert, retrieve, edit, protect, share, and collaborate on all kinds of documents in the digital workplace.
Learn more about ABBYY FineReader PDF
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Features
- Archiving & Retention
Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device.
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find out how smart teams use online workspaces to work better together and get the job done. Trusted by UK government and high-performing businesses - big and small.
Learn more about Glasscubes
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Features
- Archiving & Retention
Cloud-based legal practice management software for law firms wishing to become more efficient. Access from anywhere at any time.
Cloud-based legal practice management software helping law firms to become more efficient and make more money. The powerful features allow you to manage your practice from anywhere, any time and from any device with real-time matter and client information.
Continually investing in R&D of its many productivity tools its technology ensures SME law firms have access to the very latest legal technology.
Learn more about LEAP
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Features
- Archiving & Retention
Flipsnack is the fastest PDF to flipbook converter on the market. Easily create & publish your catalogs, brochures, magazines and more.
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
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Features
- Archiving & Retention
Document Management Software Buyers Guide
Table of Contents
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.
Relevant document management software trends
- 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.
