Document Management Software

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Showing 1 - 20 of 441 products
Showing 1 - 20 of 441 products

Contentverse

With Contentverse document management, you're never from from everything you need. Offering cloud and on-prem deployment options and customizable user configurations, Contentverse can work for the unique demands of your department...Read more

4.11 (19 reviews)

15 recommendations

eFileCabinet

eFileCabinet is a document management solution focused on helping businesses of any size to improve their profitability and productivity by reducing paper within their operations and streamlining their work processes. eFileCabinet...Read more

4.39 (868 reviews)

11 recommendations

FileHold

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

4.72 (44 reviews)

11 recommendations

Document Locator

Document Locator is enterprise document management software that is uniquely integrated into Microsoft Windows. The platform is integrated with Microsoft Office and other business applications, and works directly inside of Windows...Read more

4.57 (28 reviews)

10 recommendations

DocStar ECM

DocStar Enterprise Content Management serves large and midsize businesses across all industries and provides tools to upload, store and share documents in a variety of formats. Cloud-based and on-premise versions of the software a...Read more

4.33 (27 reviews)

9 recommendations

Optix

Optix is a powerful, user-friendly document management software with workflow automation solutions, SOP management, and modern features designed to optimize business processes. With a customer footprint spanning the Fortune 500, S...Read more

4.91 (11 reviews)

7 recommendations

SignDesk

SignDesk is a Smart Contract Lifecycle Management (CLM) platform designed to automate contract processes from end to end. SignDesk CLM enables teams to instantly generate contracts using AI-suggested clauses, approve & negotiate...Read more

No reviews yet

6 recommendations

DocuPhase

The DocuPhase Enterprise Automation Platform delivers document management, workflow automation, and OCR capture tools. The DocuPhase solution is designed for companies of all sizes. It is available in both cloud-based and on-premi...Read more

4.41 (61 reviews)

5 recommendations

ENet Docs

ENet Docs is a web-based document management system for small to mid-sized distributors and manufacturers enabling workplace flexibility. Deployed on-premise or in the cloud, users can access documents from any location providing...Read more

4.90 (20 reviews)

4 recommendations

DocuXplorer

Save your team time and frustration while limiting risk and exposure by going paperless and automating redundant data entry tasks. Achieve your business process goals with expert guidance and intuitive, easy-to-use tools, so your ...Read more

4.37 (30 reviews)

3 recommendations

Software pricing tips

Read our Document Management Software Buyers Guide

Subscription models

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

Perpetual license

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

Rated best value for money

Greenbox

Greenbox is a web-based document management solution (DMS), which helps businesses of all sizes store, manage, track and update documents. Features include recurring reminders, watermarking, commenting, role-based permissions, aud...Read more

4.67 (9 reviews)

3 recommendations

Centralpoint

Centralpoint, by Oxcyon is featured in Gartner’s Magic Quadrant for Digital Experience Platforms is a Microsoft based technology which be installed either on-premise or in the cloud. It is an N-Tiered, highly scalable, roles based...Read more

4.57 (7 reviews)

2 recommendations

M-Files

M-Files is a global leader in information management. The M-Files metadata-driven document management platform enables knowledge workers to instantly find the right information in any context, automate business processes, and enfo...Read more

4.25 (174 reviews)

1 recommendations

Bynder

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

4.44 (158 reviews)

1 recommendations

Doc.It Suite

Since 2001, Doc.It Suite, a document management platform, has been available to accounting and tax professionals. Doc.It Suite offers the user a variety of applications including document management, document capture & image-proce...Read more

4.09 (22 reviews)

1 recommendations

Google Docs

FrontRunners 2022

Google Docs is a web-based document management application designed to help users create and edit documents in real-time. The platform allows employees to collaborate with internal and external stakeholders, add comments and acces...Read more

Dropbox Business

Dropbox is a cloud-based file sharing software system that caters to individuals and businesses of all sizes. This solution allows users to share files and send file requests to people even if they don’t have a Dropbox account. Mu...Read more

Microsoft 365

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 suite and cloud-based solutions such as Skype, Exchang...Read more

Google Workspace

FrontRunners 2022

Google Workspace (formerly G Suite) is a cloud-based suite of collaboration and document management tools designed to help businesses manage video meetings, presentations, multi-person video calls and live streaming. Key features ...Read more

OneDrive

OneDrive is a cloud-based content management solution that provides organizations with a platform to collaborate, share and store documents. This system enables cross-platform synchronization and prevents data loss. OneDrive allo...Read more

Buyers Guide

Last Updated: June 30, 2022

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

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

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

Here's what we'll cover:

What is document management software?

Document management software provides organizations with the following functionality:

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

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

Main dashboard screenshot in eFileCabinet
Main dashboard screenshot in eFileCabinet

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

Common applications of document management software

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

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

Common buyer scenarios

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

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

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

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

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

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

Market trends to understand

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

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

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


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