--- title: "Best Records Management Software - 2026 Reviews & Pricing" description: "Find the best Records Management Software for your organization. Compare top Records Management Software systems with customer reviews, pricing, and free demos." source_url: "https://www.softwareadvice.com/cms/records-management-comparison/" page_type: "subcategory" language: "en" --- [Home](https://www.softwareadvice.com/) / Records Management Software Software Advice offers objective insights based on verified user reviews and independent product and market research. When our advisors match you to a software provider, we may earn a referral fee. # Best Records Management Software of 2026 Updated November 13, 2026 Talk with us for a free 15-min consultation Expert advisors like Jacqueline, who have helped 1,000+ companies, can find the right software for your needs. On this page 1. Popular Comparisons 2. Buyers Guide Filter products 159 results ### Compare Products Showing 1 - 25 of 159 products #### Company Size - Self-Employed - 2-10 - 11-50 - 51-200 - 201-500 - 501-1000 - 1000+ #### Pricing Options - $$$$$ - $$$$$ - $$$$$ - $$$$$ - $$$$$ ### Compare Products Sort by **Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals. **Reviews**: Sorts listings by the number of user reviews we have published, greatest to least. **Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest. **Alphabetically (A-Z)**: Sorts listings by product name from A to Z. ### [Centralpoint](/crm/centralpoint-profile/) - Overall rating: 4.6/5 - Reviews: 9 - Starting price: $500.00/month - Free trial: Available - Free demo: Not available #### Overview Centralpoint, by Oxcyon, featured in Gartner's Magic Quadrant for Digital Experience Platforms and by 451 Research, is a Microsoft-based platform that installs on-premise, in the [Read more](/crm/centralpoint-profile/) #### Features ##### Best rated features - Data Import/Export: 5/5 - Mobile Access: 4/5 - Electronic Signature: 4/5 - Web Forms: 3/5 [See all features](/crm/centralpoint-profile/#key-features) #### Pricing ##### Basic - Price: $500.00/month [See full pricing details](/crm/centralpoint-profile/#pricing-and-plans) --- ### [FileHold](/cms/filehold-profile/) - Overall rating: 4.7/5 - Reviews: 56 - Starting price: $50.00/month - Free trial: Available - Free demo: Not available #### Overview FileHold Enterprise: Powerful Document Management for Large Organizations! FileHold Enterprise is a comprehensive document management solution designed to help large organizations [Read more](/cms/filehold-profile/) #### Features ##### Best rated features - Customizable Reports: 5/5 - Document Storage: 4.7/5 - Data Import/Export: 4.7/5 - Content Management: 4.6/5 ##### Worst rated features - Document Capture: 3.3/5 - Third-Party Integrations: 3.5/5 - Offline Access: 4/5 [See all features](/cms/filehold-profile/#key-features) #### Pricing ##### FileHold Express - Price: $50.00/month - FileHold Express is designed for organizations with 5 to 20 users. Pricing starts at a minimum of ##### FileHold Enterprise - Price: Custom - Pricing available upon request - FileHold software can be installed on your own premises or private cloud or FileHold can supply a [See full pricing details](/cms/filehold-profile/#pricing-and-plans) --- ### [Conga Composer](/cms/conga-document-generation-profile/) - Overall rating: 4.4/5 - Reviews: 118 - Best for: Customer support - Free trial: Available - Free demo: Not available #### Overview Conga Composer is document generation software designed to create accurate and professional documents by pulling data from various systems of record. It is used across departments [Read more](/cms/conga-document-generation-profile/) #### Features ##### Best rated features - Engagement Tracking: 5/5 - Audit Trail: 5/5 - Knowledge Base Management: 5/5 - Email Management: 5/5 ##### Worst rated features - File Recovery: 2.8/5 [See all features](/cms/conga-document-generation-profile/#key-features) #### Pricing ##### Custom - Price: Custom - Pricing available upon request [See full pricing details](/cms/conga-document-generation-profile/#pricing-and-plans) --- ### [Laserfiche](/cms/laserfiche-profile/) - Overall rating: 4.5/5 - Reviews: 84 - Starting price: $50.00/month - Free trial: Available - Free demo: Available #### Overview Laserfiche is a cloud-based and on-premise document management platform suitable for businesses of all sizes in industries such as accounting, construction, education, real estate, [Read more](/cms/laserfiche-profile/) #### Features ##### Best rated features - Full Text Search: 5/5 - No-Code: 5/5 - Document Classification: 5/5 - Offline Access: 5/5 ##### Worst rated features - Configurable Workflow: 3/5 - Data Import/Export: 3.5/5 - Activity Tracking: 3.5/5 [See all features](/cms/laserfiche-profile/#key-features) #### Pricing ##### Cloud - Starter - Price: $50.00/month - Up to 1 user ##### Cloud - Professional - Price: $69.00/month - Up to 5 users ##### Custom - Business - Price: $79.00/month - Up to 25 users [See full pricing details](/cms/laserfiche-profile/#pricing-and-plans) --- ### [Acquia DAM (Widen)](/marketing/widen-collective-profile/) - Overall rating: 4.4/5 - Reviews: 323 - Best for: Customer support - Free trial: Available - Free demo: Available #### Overview 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, [Read more](/marketing/widen-collective-profile/) ##### What users love - Responsive and knowledgeable support team - Continuous improvement from user input - Centralized and flexible asset control ##### To take in mind - Occasional slow system response #### Features ##### Best rated features - Video Editing: 5/5 - Video Archiving: 5/5 - Video Streaming: 5/5 - Video Creation: 5/5 ##### Worst rated features - Reporting/Analytics: 2/5 - File Recovery: 2.5/5 - Compliance Tracking: 2.7/5 [See all features](/marketing/widen-collective-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/marketing/widen-collective-profile/#pricing-and-plans) --- ### [Optix](/product/118419-Optix/) - Overall rating: 4.9/5 - Reviews: 15 - Starting price: $276.00/month - Free trial: Available - Free demo: Not available #### Overview Optix document management and workflow solutions transform organizations from a jumbled, disorganized shared folder to a structured data repository with an easy and organized way [Read more](/product/118419-Optix/) #### Features ##### Best rated features - Full Text Search: 5/5 - File Sharing: 5/5 - Document Capture: 5/5 - Access Controls/Permissions: 5/5 [See all features](/product/118419-Optix/#key-features) #### Pricing ##### Basic - Price: $276.00/month [See full pricing details](/product/118419-Optix/#pricing-and-plans) --- ### [Revver](/cms/revver-profile/) - Overall rating: 4.4/5 - Reviews: 1,026 - Starting price: $25.00/month - Best for: Small businesses - Free trial: Available - Free demo: Available #### Overview Revver is a cloud-based document management solution that helps businesses organize, find, sign and share digital documents on a unified interface. New Revver users get unlimited [Read more](/cms/revver-profile/) ##### What users love - Automated and organized file handling - Responsive and helpful support team - Efficient document workflow automation ##### To take in mind - Steep learning curve and usability issues - Expensive for small businesses - Limited and slow search functionality #### Features ##### Best rated features - Revision History: 5/5 - Annotations: 5/5 - Access Expiration Management: 5/5 - Activity Tracking: 5/5 [See all features](/cms/revver-profile/#key-features) #### Pricing ##### Guest User - Price: Custom - Pricing available upon request ##### Basics - Price: $25.00/month ##### Essentials - Price: $67.00/month [See full pricing details](/cms/revver-profile/#pricing-and-plans) --- ### [Mitratech HotDocs](/document-control/hotdocs-profile/) - Overall rating: 4.1/5 - Reviews: 59 - Starting price: $1.00/month - Free trial: Not available - Free demo: Not available #### Overview HotDocs is the premier document automation solution designed for businesses of any size or type, empowering users to convert frequently used documents and forms into ready-to-use [Read more](/document-control/hotdocs-profile/) #### Features ##### Best rated features - Customizable Fields: 5/5 - Workflow Automation: 5/5 - Templates: 5/5 - Electronic Signature: 5/5 ##### Worst rated features - Version Control: 1/5 - Document Generation: 3/5 - File Sharing: 3/5 - Archiving & Retention: 3.3/5 [See all features](/document-control/hotdocs-profile/#key-features) --- ### [Contentverse](/cms/contentverse-profile/) - Overall rating: 4.1/5 - Reviews: 19 - Starting price: $40.00/month - Free trial: Available - Free demo: Not available #### Overview Contentverse is document management for every department in every industry. It's a blank slate for your team to recreate your storage processes and even make them better! • [Read more](/cms/contentverse-profile/) #### Pricing ##### Subscription - Price: $40.00/month ##### Perpetual - Price: Custom - Pricing available upon request [See full pricing details](/cms/contentverse-profile/#pricing-and-plans) --- ### [Diliforce](/product/324604-Diliforce/) - Overall rating: 4.8/5 - Reviews: 25 - Starting price: $9.50/month - Free trial: Available - Free demo: Not available #### Overview Diliforce — Governance Cloud for Every Company. Everywhere. Diliforce is an AI-powered governance cloud designed to replace fragmented tools with one secure, unified platform. It [Read more](/product/324604-Diliforce/) #### Features ##### Best rated features - Document Storage: 5/5 - Secure Data Storage: 5/5 - Data Import/Export: 5/5 - Reporting/Analytics: 5/5 ##### Worst rated features - Meeting Notes: 3/5 [See all features](/product/324604-Diliforce/#key-features) #### Pricing ##### Standard - Price: $9.50/month - Better governance for everyone. Billed annually. ##### Advanced - Price: $27.00/month - Optimized features for mid-size companies. Min 5 users. Billed annually. ##### Custom - Price: Custom - Pricing available upon request [See full pricing details](/product/324604-Diliforce/#pricing-and-plans) --- ### [PhotoShelter for Brands](/cms/libris-profile/) - Overall rating: 4.5/5 - Reviews: 253 - Starting price: $10,000.00/year - Best for: Value for money - Free trial: Not available - Free demo: Not available #### Overview PhotoShelter is a powerful DAM solution that helps you manage your digital content with ease. From organizing and distributing assets to collaborating with your team and automating [Read more](/cms/libris-profile/) #### Features ##### Best rated features - Asset Library: 5/5 - Mobile Access: 5/5 - Asset Sharing: 5/5 - Access Controls/Permissions: 5/5 ##### Worst rated features - File Conversion: 3/5 - Version Control: 3.5/5 - Activity Tracking: 3.6/5 [See all features](/cms/libris-profile/#key-features) --- ### [Google Workspace](/marketing/google-workspace-profile/) - Overall rating: 4.7/5 - Reviews: 87,167 - Starting price: $7.00/month - Best for: Small businesses - Free trial: Available - Free demo: Not available #### Overview Google Workspace (formerly G Suite) is a cloud-based suite of collaboration and document management tools designed to help businesses manage video meetings, presentations, [Read more](/marketing/google-workspace-profile/) ##### What users love - Real-time teamwork and integration - Professional and flexible email - Intuitive and accessible design ##### To take in mind - Rising costs and inflexible plans - Limited and slow support access - Complex admin and permissions setup #### Features ##### Best rated features - Unified Communications: 5/5 - Revision History: 5/5 - Whiteboard: 5/5 - Brand Management: 5/5 ##### Worst rated features - Meeting Preparation Tools: 3/5 - On-Demand Recording: 3.5/5 - Brainstorming: 3.5/5 - Microsoft Outlook Integration: 3.5/5 [See all features](/marketing/google-workspace-profile/#key-features) #### Pricing ##### Starter - Price: $7.00/month - Up to 100 participants ##### Standard - Price: $14.00/month - Up to 150 participants ##### Plus - Price: $22.00/month - Up to 500 participants [See full pricing details](/marketing/google-workspace-profile/#pricing-and-plans) --- ### [Firmex Virtual Data Room](/cms/firmex-profile/) - Overall rating: 4.8/5 - Reviews: 359 - Best for: Value for money - Free trial: Available - Free demo: Not available #### Overview Firmex Virtual Data Rooms is a HIPAA-compliant cloud-based virtual data room solution for small, midsize and large enterprises. It caters to mergers and acquisitions advisory, [Read more](/cms/firmex-profile/) ##### What users love - Responsive and knowledgeable support team - Intuitive and user-friendly interface - Secure and flexible file sharing ##### To take in mind - Occasional upload and speed issues #### Features ##### Best rated features - Secure Login: 5/5 - Encryption: 5/5 - Reporting/Analytics: 5/5 - Single Sign On: 5/5 ##### Worst rated features - User Management: 4/5 - Two-Factor Authentication: 4/5 [See all features](/cms/firmex-profile/#key-features) #### Pricing ##### Basic - Price: Custom - Pricing available upon request [See full pricing details](/cms/firmex-profile/#pricing-and-plans) --- ### [Glasscubes](/project-management/glasscubes-profile/) - Overall rating: 4.7/5 - Reviews: 446 - Starting price: £96.00/month - Best for: Ease of use - Free trial: Not available - Free demo: Not available #### Overview Glasscubes is built for UK accounting firms that are tired of spending January chasing clients for tax return information. If you're a partner, head of personal tax or practice [Read more](/project-management/glasscubes-profile/) #### Features ##### Best rated features - Document Classification: 5/5 - Workflow Management: 5/5 - Policy Management: 5/5 - Knowledge Base Management: 5/5 [See all features](/project-management/glasscubes-profile/#key-features) --- ### [Microsoft 365](/productivity/microsoft-365-profile/) - Overall rating: 4.6/5 - Reviews: 14,183 - Starting price: $6.00/month - Best for: Meeting Management - Free trial: Available - Free demo: Not available #### Overview Microsoft 365, formerly Office 365, is a suite of office collaboration and productivity applications. The software encompasses modules that enables the use of Microsoft Office [Read more](/productivity/microsoft-365-profile/) ##### What users love - Intuitive design and customization options - Comprehensive office productivity suite - Streamlined email and communication hub ##### To take in mind - Recurring costs and value concerns - Complex and inconsistent interface experience - Account management and login frustrations #### Features ##### Best rated features - Messaging: 5/5 - Appointment Management: 5/5 - Real-Time Updates: 5/5 - Booking Management: 5/5 ##### Worst rated features - Document Automation: 3.8/5 - API: 3.9/5 - Live Chat: 4/5 [See all features](/productivity/microsoft-365-profile/#key-features) #### Pricing ##### Microsoft 365 Personal - Price: $9.99/month - It is for personal use of a single user with an option to buy it annually at $69.99/year ##### Microsoft 365 Family - Price: $12.99/month - It is for use up to 6 persons with an option to avail the annual subscription at $99.99/year ##### Microsoft 365 Business Basic - Price: $6.00/month - The business plan includes one month free trial and subscription renewal on month or annual basis. [See full pricing details](/productivity/microsoft-365-profile/#pricing-and-plans) --- ### [Paperflite](/crm/paperflite-profile/) - Overall rating: 4.9/5 - Reviews: 99 - Starting price: $30.00/month - Free trial: Available - Free demo: Not available #### Overview Paperflite is a cloud-based content management system that assists marketing and sales teams with collaboration and prospect engagement. Its key features include predefined [Read more](/crm/paperflite-profile/) #### Features ##### Best rated features - Self Service Portal: 5/5 - Performance Management: 5/5 - Activity Tracking: 5/5 - Real-Time Data: 5/5 ##### Worst rated features - Reporting & Statistics: 4/5 [See all features](/crm/paperflite-profile/#key-features) #### Pricing ##### Starter (I Got Wings) - Price: $30.00/month - Agile startups and fast-growing teams that prioritize making content easy to find, share, and ##### Professional (I Believe I Can Fly) - Price: $50.00/month - For efficient, content-focused teams aiming to scale quickly while keeping your sales and marketing ##### Advanced (Touch The Sky) - Price: $60.00/month - Fast growing organizations scaling global sales teams, long sales cycles and large buying groups. [See full pricing details](/crm/paperflite-profile/#pricing-and-plans) --- ### [Brandfolder](/digital-rights-management/brandfolder-profile/) - Overall rating: 4.7/5 - Reviews: 454 - Best for: Document Storage - Free trial: Not available - Free demo: Not available #### Overview Brandfolder is a cloud-based asset management solution that provides various processes to organize, store and retrieve media assets and manage digital rights and permissions. The [Read more](/digital-rights-management/brandfolder-profile/) #### Features ##### Best rated features - Artwork Management: 5/5 - Fulfillment Distribution: 5/5 - Content Library: 5/5 - Customizable Templates: 5/5 ##### Worst rated features - Content Publishing Options: 3/5 - Activity Tracking: 3.5/5 - Tagging: 3.5/5 [See all features](/digital-rights-management/brandfolder-profile/#key-features) --- ### [Fusebase](/product/384776-Fusebase/) - Overall rating: 4.7/5 - Reviews: 179 - Starting price: $0.00/month - Best for: Features - Free trial: Available - Free demo: Not available #### Overview FuseBase: AI-Native Client Portal and Client Collaboration Platform for Client-facing Teams Your clients already have AI. They can complete more routine work themselves, faster [Read more](/product/384776-Fusebase/) #### Features ##### Best rated features - @mentions: 5/5 - Real Time Editing: 5/5 - Sub-Task Management: 5/5 - Real-Time Notifications: 5/5 ##### Worst rated features - Reminders: 3.7/5 - Knowledge Base Management: 3.8/5 - Recurring Tasks: 4/5 [See all features](/product/384776-Fusebase/#key-features) #### Pricing ##### Free - Price: $0.00/month - Streamline your professional and personal life. For teams and individuals to start organizing ##### Solo - Price: $32.00/month - Close more deals with 1 client portal, 1000 AI requests and a customizable internal workspace. ##### Essentials - Price: $82.00/month - FuseBase scales as your business grows! Set up 10 client portals and watch it do the job for you, [See full pricing details](/product/384776-Fusebase/#pricing-and-plans) --- ### [Fluix](/electronic-data-capture/fluix-profile/) - Overall rating: 4.8/5 - Reviews: 69 - Starting price: $29.00/month - Free trial: Available - Free demo: Not available #### Overview Fluix is mobile-first inspection management software for field teams that helps complete inspections across various environments, including offline conditions. The platform [Read more](/electronic-data-capture/fluix-profile/) #### Features ##### Best rated features - Report Templates: 5/5 - Customizable Reports: 5/5 - Risk Assessment: 5/5 - Audit Trail: 5/5 [See all features](/electronic-data-capture/fluix-profile/#key-features) #### Pricing ##### CREWS - Price: $29.00/month - Ideal for small firms starting with operations automation. ##### OPERATIONS - Price: $49.00/month - Recommended for growing crews looking to optimize their field processes. ##### ENTERPRIZE - Price: $75.00/month - The right solution for large organizations with unique and complex operations. [See full pricing details](/electronic-data-capture/fluix-profile/#pricing-and-plans) --- ### [Tresorit](/file-sharing/tresorit-profile/) - Overall rating: 4.8/5 - Reviews: 130 - Starting price: $5.59/month - Best for: Real Time Synchronization - Free trial: Available - Free demo: Not available #### Overview Tresorit is an end-to-end encrypted, cloud-based file sync and sharing solution. It is designed for various industry verticals such as law, healthcare, finance, and tech [Read more](/file-sharing/tresorit-profile/) #### Features ##### Best rated features - Two-Factor Authentication: 5/5 - Email Management: 5/5 - Data Synchronization: 5/5 - Content Management: 5/5 ##### Worst rated features - Archiving & Retention: 3.8/5 - Audit Trail: 4/5 [See all features](/file-sharing/tresorit-profile/#key-features) #### Pricing ##### Personal Lite - Price: $5.59/month - Ideal for safe-guarding your most important documents, such as tax records, insurance papers, and ##### Personal Essential - Price: $13.59 - Use extra storage and file versioning for documents and media. Ideal for preserving important files ##### Personal Pro - Price: $31.99/month - Collaborate on confidential documents with advanced permission controls — ideal for clubs, [See full pricing details](/file-sharing/tresorit-profile/#pricing-and-plans) --- ### [Documint](/document-generation/documint-profile/) - Overall rating: 4.9/5 - Reviews: 38 - Starting price: $49.00/month - Free trial: Available - Free demo: Not available #### Overview Documint is a document generation solution that helps enterprises automate the generation of business documents in real-time. The application lets users add custom text, photos, [Read more](/document-generation/documint-profile/) #### Features ##### Best rated features - Template Management: 5/5 - Workflow Automation: 5/5 - Document Management: 5/5 - Drag & Drop: 5/5 ##### Worst rated features - Document Storage: 4/5 - Search/Filter: 4/5 [See all features](/document-generation/documint-profile/#key-features) #### Pricing ##### Silver - Price: $49.00/month ##### Gold - Price: $149.00/month ##### Platinum - Price: $299.00/month [See full pricing details](/document-generation/documint-profile/#pricing-and-plans) --- ### [Dokmee ECM](/cms/dokmee-profile/) - Overall rating: 4.7/5 - Reviews: 119 - Best for: Features - Free trial: Available - Free demo: Not available #### Overview Dokmee from OfficeGemini is a enterprise content management solution for businesses of all sizes. It can be installed on-premises as well as hosted on the cloud. Key features [Read more](/cms/dokmee-profile/) #### Features ##### Best rated features - Configurable Workflow: 5/5 - Metadata Management: 5/5 - Filtering: 5/5 - Digital Asset Management: 5/5 ##### Worst rated features - Content Library: 4/5 - Audit Trail: 4/5 [See all features](/cms/dokmee-profile/#key-features) --- ### [FileInvite](/electronic-signature/fileinvite-profile/) - Overall rating: 4.7/5 - Reviews: 99 - Starting price: $829.00/month - Free trial: Not available - Free demo: Not available #### Overview FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and [Read more](/electronic-signature/fileinvite-profile/) #### Features ##### Best rated features - Customizable Templates: 5/5 - Pipeline Management: 5/5 - Document Generation: 5/5 - Self Service Portal: 5/5 ##### Worst rated features - Customizable Branding: 3/5 [See all features](/electronic-signature/fileinvite-profile/#key-features) --- ### [SmartDocs](/cms/smartdocs-profile/) - Overall rating: 4.7/5 - Reviews: 154 - Starting price: $695.00/year - Best for: Ease of use - Free trial: Available - Free demo: Not available #### Overview SmartDocs is a content management software designed to help Microsoft Word and SharePoint users collate content from various documents and view and manage them on a unified [Read more](/cms/smartdocs-profile/) #### Features ##### Best rated features - Text Editing: 5/5 - Templates: 5/5 - Document Management: 5/5 - Data Import/Export: 5/5 ##### Worst rated features - Version Control: 3.8/5 - Search/Filter: 4/5 - Customizable Templates: 4/5 [See all features](/cms/smartdocs-profile/#key-features) #### Pricing ##### SmartDocs Professional - Price: $695.00/year - SmartDocs Professional Edition contains all capabilities and features available. Limited access ##### SmartDocs University Training - Price: Custom - Pricing available upon request - SmartDocs is easy-to-use but is also a sophisticated solution that requires proper training. We make [See full pricing details](/cms/smartdocs-profile/#pricing-and-plans) --- ### [Legito](/cms/legito-profile/) - Overall rating: 4.9/5 - Reviews: 33 - Starting price: $0.00 - Free trial: Available - Free demo: Not available #### Overview Processes. People. Documents. No code automation platform designed for compliance, HR, legal, operations, procurement, sales and sourcing teams Legito Workspace Brings Everything [Read more](/cms/legito-profile/) #### Features ##### Best rated features - Collaboration Tools: 5/5 - Document Storage: 5/5 - Corrective and Preventive Actions (CAPA): 5/5 - Third-Party Integrations: 5/5 ##### Worst rated features - Secure Data Storage: 4/5 - Digital Signature: 4/5 [See all features](/cms/legito-profile/#key-features) #### Pricing ##### Lite (Free) - Price: $0.00 - Document Automation, Document Lifecycle Management, and eSignatures for small businesses. ##### Team - Price: $1,200.00/month - End-to-end solution for enterprise teams. 10 users included and costs $80/month for each additional ##### Enterprise - Price: Custom - Pricing available upon request - This plan allows unlimited users. Robust solution with enterprise-grade features. [See full pricing details](/cms/legito-profile/#pricing-and-plans) --- 1 [2](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=2)[3](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=3)[4](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=4)[5](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=5)[6](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=6)[7](https://www.softwareadvice.com/cms/records-management-comparison/?__ai_markdown=true&page=7) ## Popular Comparisons [ Microsoft 365 vs Google Workspace ](https://www.softwareadvice.com/marketing/google-workspace-profile/vs/microsoft-365/)[ Microsoft SharePoint vs Dropbox ](https://www.softwareadvice.com/file-sharing/dropbox-profile/vs/microsoft-sharepoint/)[ Glasscubes vs Box ](https://www.softwareadvice.com/cms/box-profile/vs/glasscubes/)[ PDFelement vs Adobe Acrobat ](https://www.softwareadvice.com/content-collaboration/adobe-acrobat-dc-profile/vs/pdfelement/)[ Confluence vs LibreOffice ](https://www.softwareadvice.com/project-management/confluence-profile/vs/libreoffice/)[ WordPress vs Joomla ](https://www.softwareadvice.com/cms/joomla-profile/vs/wordpress/)[ Revver vs Brandfolder ](https://www.softwareadvice.com/digital-rights-management/brandfolder-profile/vs/revver/) You might assume that records management and document management are the same thing. After all, the terms “records” and “documents” are often used interchangeably. However, that doesn’t mean they are the same. And if you want to protect your business from legal, regulatory or compliance problems, you really should know the difference. Records are a specific type of document or file, which can be either physical (paper) or digital. What sets records apart is the fact that they can be used as legal proof that something (or some relationship) exists or existed at the time the record was created. The preservation and management of records is an absolutely critical aspect of businesses that rely on them. Records management software ensures that nothing is lost or overlooked. In this Buyer’s Guide, we’ll focus on records management software and discusses the following topics: [What Is Records Management Software?](#WhatIsRecordsManagementSoftware) [Common Features of Records Management Systems](#CommonFeaturesofRecordsManagementSystems) [Advice for Choosing Records Management Software](#AdviceforChoosingRecordsManagementSoftware) ## What Is Records Management Software? A records management system serves two general functions. The first, discussed below, is to ensure that a company meets legal and regulatory requirements. But records management systems also serves a more general function: They greatly simplify the many workflow processes required to create, distribute and maintain accurate records. They have this in common with (the more general purpose) [document management software](https://www.softwareadvice.com/category/722-document-management/), and for this reason there are many similarities between the two. As mentioned above, records are a very specific type of document that can serve as legal proof or evidence. (Think of it like squares and rectangles: a record is a type of document, but not all documents are records.) As such, records are often necessary in order to prove compliance with regulations and laws. In some industries, compliance must be shown at periodic intervals. For example, a food distributor uses records to demonstrate compliance with food safety regulations and may need to do so every year or every quarter, as mandated by local regulations. In other cases, records may not be requested until _after_ an incident. If a worker gets injured at work, for example, a resulting lawsuit could compel the employer to demonstrate that safety guidelines were followed. Without the appropriate records showing that the safety guidelines were in place, the business could be exposed to increased liability. ## Common Features of Records Management Systems Many vendors offer records management software, and there can be substantial differences among their offerings. However, there are some basic features that are common to most records management systems. To give you a better understanding of the core functionality, we've created a table outlining those most common features. | Feature | Description | | --- | --- | | Inventory management | The core feature of a records management system. Includes basic functions, such as scanning, duplicating, sending and saving, as well as more advanced functions, such as automation based on a company’s retention and classification policies. | | Search tools | Make sure employees can find the correct records when they’re needed. These usually work with a variety of search operators or content fields, so users can locate a record even if they only know, for example, the record’s date of production or last use. | | Compliance tracking | Assists with ensuring records are maintained (updated) as required by law or company policy. A compliance tracking function might, for example, issue periodic alerts that certain records need to be updated, modified or replaced. | | System of record | Used to organize multiple versions of the same record, ensuring that the master copy reflects any changes made to other versions and lets administrators track changes and record ownership as records move through an organization. | | Retention and classification tools | Retention tools ensure documents are saved in the system for as long as needed, either as required by law or company policy. Classification tools help automate the organization, storage and retrieval of records by grouping them into categories depending on their business function. | --- ## Advice for Choosing Records Management Software Choose the wrong [customer service software](https://www.softwareadvice.com/crm/customer-service-comparison/), and you might start to lose customers. On the other hand, if your company has poor records management, it could end up facing fines, penalties, lawsuits, and even criminal prosecution. Clearly, neither situation is ideal, but at least there are warning signs if customers start to leave. If you have the wrong records management software, you may not even be aware of the problem until it’s too late. - If your company has a large amount of paper records that it hopes to digitize, then look for records management software with integrated scanning capabilities. - If your company has so many paper records that digitizing them all would be unfeasible, but you still need to organize and manage them, consider solutions with radio-frequency identification (RFID) tracking to help bridge the gap between digital and paper. _Record scanning app in_ Docufree's Path to Paperless Software Finally, ensure that records management software is really what you need. Sometimes companies think they need records management software, but they’d actually be better served with a [document management platform](https://www.softwareadvice.com/category/722-document-management/). And the opposite can also be true. Ultimately, companies must find the right balance of functionalities that will improve existing workflow processes while adding a layer of safety and oversight to its management of important records. If you’re unsure which type of system best fits your organizational needs, make sure you examine both types before making a decision. Alternatively, give us a call, and we’ll help you decide.