Best Document Management Software
Are you planning to invest in a document management system to get rid of the document disarrays? If so, then do not miss the following list of top DMS solutions. After a thorough review and rating process, GoodFirms have come up with a comprehensive list of best document management software (DMS) that can help you organize, capture, secure, and access all your business documents without any hassle. Browse the following handpicked list of top Document Management tools and use the filters for the features, pricing, and deployment method, read the reviews and even compare the products to pick the right document software.
List of the Best Document Management Software with Reviews.
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eFileCabinet is a document management software that is unique in its ability to automate document-driven workflows. EFileCabinet can automatically move documents through different workflow stages, such as approval, review, and signature. eFileCabinet recently released a new feature called AI-Powered Document Indexing. This feature uses artificial intelligence (AI) to classify automatically and ind ... read more about eFileCabinet
Contact vendor14 Days100% in Document Management Software -
ONLYOFFICE's open source and self-hosted nature is a major advantage over other document management software. This gives organizations full control over their data and avoids vendor lock-in. ONLYOFFICE recently released a new feature called ONLYOFFICE Workspace. ONLYOFFICE Workspace is a unified platform with document management, project management, CRM, calendar, mail, and a corporate network. ON ... read more about OnlyOffice
$149 One-timeN/A34% in Document Management Software -
KRYSTAL - Document Management System (DMS), the award-winning document management software solution from Primeleaf Consulting, is easy to install, easy to configure and easy to use the system that allows you to spend more time on customer-facing activities – instead of on tedious administrative and paper-based chores. KRYSTAL Document Management software improves the way you Process and Manage y ... read more about KRYSTAL DMS
Contact vendorN/A100% in Document Management Software -
Dokmee is a secure, easy to use document management system designed for a variety of purposes including document capture and storage, search and retrieval, and file sharing. Dokmee adapts to any business model by maximizing accessibility and functionality in repositories of all sizes while increasing collaboration and communication between users. With a very user-friendly interface available in 19 ... read more about Dokmee
Contact vendor30 Days50% in Document Management Software -
The dMACQ Document Management System packs powerful functionalities to consolidate all your document and content management needs on to one single platform. dMACQ DMS is platform neutral and has ready capabilities to integrate the document management system with all recognized ERP applications. dMACQ with its analytics engine (dMACQ VisualDMS) and Machine Learning features has one of the most adv ... read more about dMACQ DMS
Contact vendor15 Days100% in Document Management Software -
VIENNA Advantage DMS is the first-ever Document Management System to be securely integrated with ERP and CRM solutions. It comprises enterprise-level workflow and business process management with great automation level and highly secure encryption of documents. This DMS solution is very easy to use, highly scalable, and supports millions of documents. It allows collaboration and increases producti ... read more about VIENNA Advantage DMS
Contact vendorN/A100% in Document Management Software -
Zoho Docs for every device. Store, share and manage all your files on the cloud. From documents to images, spreadsheets to presentations, and even your music, movies, and pictures carry all your files with you wherever you go. With everything stored in a centralized location, now you can conveniently share your files with your friends and colleagues. ... read more about Zoho Docs
Contact vendor15 Days50% in Document Management Software -
Alfresco is a document management software because it is an open-source and hybrid platform. This means organizations can deploy Alfresco on-premises, in the cloud, or in a hybrid environment. This flexibility allows organizations to choose the deployment option that best meets their needs. Alfresco offers a variety of AI capabilities, such as content classification and tagging, which can help bus ... read more about Alfresco Content Services
Contact vendorN/A50% in Document Management Software -
OpenKM is an open-source document management system (DMS) that helps businesses of all sizes go digital and manage their documents efficiently. It offers a wide range of features, including document capture, indexing, storage, retrieval, collaboration, and security. OpenKM's latest software release includes several new features that make it even more powerful and versatile. These features include ... read more about OpenKM
Contact vendorN/A50% in Document Management Software -
M-Files is a document management software that is unique in its ability to manage documents based on their metadata. M-Files can automatically classify and index documents based on their content, such as the customer name, project number, or date. M-Files can help organizations improve their productivity and efficiency by making finding and managing documents easy. For example, M-Files can quickly ... read more about M-Files
Contact vendor30 Days100% in Document Management Software -
DocuWare is a cloud-based document management system (DMS) that helps businesses of all sizes automate their document workflows and go digital. It offers many features, including document capture, indexing, storage, retrieval, collaboration, and security. DocuWare's latest software release includes several new features, such as AI-powered document classification and indexing, a mobile app, and int ... read more about DocuWare
Contact vendorN/A100% in Document Management Software -
LogicalDOC is the best choice among document management solutions. It features an intuitive interface that is so easy to use it requires no training. It utilizes advanced technology and widely-accepted international standards to facilitate a non-invasive integration with your system. LogicalDOC will solve all of your document management needs. Automate your business processes with LogicalDOC work ... read more about LogicalDOC
Contact vendor30 Days50% in Document Management Software -
Templafy is the next gen document generation platform that Streamlined production of company compliant contracts, proposals and sales collateral through document automation in Word, other Office applications and G Suite. Employees in large organizations produce thousands of business documents, presentations and emails daily. Without a document automation system, the production of repetitive docume ... read more about Templafy
Contact vendorN/A33% in Document Management Software -
Google Docs' cloud-based and collaborative nature is a major advantage over other document management software. This makes it easy for users to access and share their documents from anywhere and collaborate with others in real time. Google Docs recently released a new feature called Smart Suggestions. Smart Suggestions uses artificial intelligence (AI) to provide users with suggestions for improvi ... read more about Google Docs
Free versionAvailable100% in Document Management Software -
Dropbox is a cloud-based document management software that is easy to use and offers a variety of features that can help organizations improve their productivity and efficiency. It is a good choice for organizations of all sizes. Still, it is especially well-suited for organizations with remote teams or needing to share documents with customers and partners. Dropbox is unique in its ability to syn ... read more about Dropbox
$9.99 Per Month30 Days20% in Document Management Software -
Microsoft OneDrive is a document management software integrated with other Microsoft 365 tools, such as Word, Excel, and PowerPoint. This makes it easy for users to create, edit, and share documents directly from within OneDrive. OneDrive is free to use with a Microsoft account and offers 5GB of storage space. It is easy to use and navigate, even for users with limited technical experience. It is ... read more about OneDrive
Free versionAvailable50% in Document Management Software -
Box makes it easy to work with your content internally and externally, from teammates to vendors to partners. And with security and compliance built-in, you know your data is safe and secure, while teams stay productive and healthy. Box Notes gives you one place to share ideas and feedback while letting multiple people make edits in real-time. Plus, you can seamlessly integrate all the apps you kn ... read more about Box
Contact vendorN/A34% in Document Management Software -
DocSend
Share business-critical documents with confidence. Secure viewing plus game-changing analytics.Securely share your documents with real-time control and insights—no matter where you're working. Increase security, control file downloads, and turn off access anytime. Be prepared for your next meeting with real-time intelligence. Update a file even after hitting send. And everyone automatically has the latest version. Protect your documents with passcodes and email verification, track if link ... read more about DocSend
$10 Per Month14 Days25% in Document Management Software -
Leapdocs is an affordable, secure, easy document management application for enterprises, small businesses, and start-ups. Files are automatically indexed for searching. Leapdocs organizes files into folders just like the computer or online storage you already know. Each folder can have explicit or inherited permissions which allow control over importing, browsing, and opening files, in addition to ... read more about Leapdocs
Free versionAvailable100% in Document Management Software -
GDocs is an easy-to-use yet fully robust Document Management Software. GDocs is a DMS built to cater to your organization’s unique needs and processes, so right from classifying documents into different categories and tracking down documents as and when required, to access and read/write management based on user designations and policies, we have you covered. The system is accessible by users ov ... read more about GDocs
Contact vendorN/A50% in Document Management Software -
pdfFiller combines an online PDF editor, creator, and form builder solution for individuals and businesses of all sizes. Whether you need to fill out a personal tax form, edit a PDF contract or create it from scratch, pdfFiller lets you do it online from the convenience of a single app, using any desktop or mobile device. Key features of pdfFiller: Edit and create PDFs online Collect customer data ... read more about pdfFiller
$8 Per Month30 Days50% in Document Management Software -
Streamline your business process management (BPM) and recurring workflows with Process Street. Easily create and customize organized checklists that allow you to utilize conditional logic, track progress, assign tasks and approvals, and integrate the tools your team already uses. Effortlessly manage processes such as employee onboarding or training with simple automation that will increase employe ... read more about Process Street
$100 Per Month14 Days14% in Document Management Software -
PandaDoc is an all-in-one document automation platform that helps businesses of all sizes streamline creating, approving, and eSigning proposals, quotes, and contracts. It offers many features, including Customizable document templates, Electronic signatures, Workflow automation & Real-time tracking and analytics. PandaDoc helps businesses save time and money by automating their document workflows ... read more about PandaDoc
Free versionAvailable25% in Document Management Software -
Procore is a construction management software that gives you a centralized hub to connect your people, devices, and applications seamlessly. By offering a unified platform, you can easily view your most critical data and empower standardized operations. Procore has a diversified business model with products for Project Management, Construction Financials, Quality & Safety, and Field Productivity. ... read more about Procore
Contact vendorN/A30% in Document Management Software -
Document360 is No #1 Knowledge base software for a software project and product documentation. With Document360, you can create rich documentation and knowledge base for your offerings (both internal and external) with ease. Document360 provides world-class authoring experience and can be customized to meet needs from small to large scale enterprises. With easy to configure capabilities, you can m ... read more about Document360
$149 Per Month14 Days50% in Document Management Software -
Google Drive is a File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more. Cloud-based file storage platform that enables businesses of all sizes to store and share contacts, photos, videos, spreadsheets, presentations and more. ... read more about Google Drive
Free versionAvailable25% in Document Management Software -
Bitrix24 is a unique document management software because it is part of a comprehensive suite of business tools, including CRM, project management, and communication tools. This makes it easy for businesses to manage all their documents and processes in one place. Bitrix24's integration with other business tools is a major advantage over other document management software. This makes it easy for b ... read more about Bitrix24
Contact vendorAvailable5% in Document Management Software -
MSB's platform ensures enterprises achieve and maintain compliance by validating our software against crucial industry regulations. MSB Docs has also been consecutively featured on Gartner's eSignature vendor, Gartner's Hype-Cycle, and Gartner's Market Guide for 5 years. MSB Docs feature a robust and reliable website integration via APIs and a collaboration tool that helps multiple team members ar ... read more about MSB Docs
Contact vendorN/A25% in Document Management Software -
Greenbox is a remarkably unique document management system with an advanced integrated business process management system. It is a Document Management System that helps in storing, tracking, retrieving, and managing documents while having centralized access. Anyone and everyone with permission can access a file irrespective of where they are. The system takes care of complete safety and confidenti ... read more about Greenbox
Contact vendorN/A100% in Document Management Software -
bitfarm-Archiv is a free windows DMS. Built as a microsoft document management system and developed under Delphi, it is widely used by businesses and institutions for digital archiving, electronic document management, enterprise content management (ECM), customizable workflows and process management as well as contract and knowledge management. Our DMS has been implemented in small and medium-size ... read more about bitfarm-Archiv
Free versionAvailable50% in Document Management Software -
SAM9000 is now KINALTA. Fast paced projects in parallel. Lean, Kanban, Scrumban or Scrum. Tasks, Documents, Emails and big Files Sharing. Use simple smart and powerful lists, or our multi-level Kanban. Work on multiple Agile projects in parallel. Keep notes, documents and files together within each project. Work remotely from anywhere. Agile, Scrum Projects, Documents, File sharing in one colla ... read more about Kinalta
$29 Per MonthAvailable33% in Document Management Software -
Start collaborating with your team and get more things done with Samepage, an award-winning team collaboration software. With Sampage, teams of all shapes and sizes can take advantage of a wide range of online collaborative tools including team chat, video conferencing, task management, file sharing, real-time document collaboration, and more. Its integration with leading business apps also helps ... read more about Samepage
Contact vendorN/A12% in Document Management Software -
OpenDocMan is a free, web-based, open source document management system (DMS) written in PHP designed to comply with ISO 17025 and OIE standard for document management. It features web based access, fine grained control of access to files, and automated install and upgrades. OpenDocMan was developed under the open source GPL license, which in a nutshell allows you to use the program for free and ... read more about OpenDocMan
Free versionAvailable100% in Document Management Software
Buyer’s Guide
Introduction to buyer's guide for Document Management Software
The view of a traditional office often consists of filing cabinets, microfiche systems, drawing cabinets, folders, and shelves,often meant to store valuable information about the business like accounts, business contracts, employee’s payroll, security compliances, and policies, etc. The documentation type varies as per industry.
For any business, documentation is an integral part of their routine activities. Some documents also carry the legal weight, so it is essential to store them safely. Any error in filing the document or misplacing vital documents can incur a big financial loss to the business. Also, it consumes a lot of time to re-process and re-generate the lost documents. This is where Document Management Software plays an important role.
The traditional method of document management involves filing paper bills, receipts, employee details, manually. The formula has worked for all types of business, but there are some serious risks associated with manual document management.
What are the most common challenges in manual documentation?
- Takes a lot of space: The manual document filing takes a large amount of space. Once a business owner starts growing his business, it becomes a big headache for business owners. It is even frustrating when someone has to hunt down a file from this heap of files.
- Risk of damage and misplacement: The risk of damage and misplacement of paper documents can’t be ignored with the manual documentation process. Regardless of robust manual documentation practice, the paper documents are prone to damage and misplacement.
- Time-consuming: It is the biggest obstacle in manual documentation. The employees have to suffer their present work and have to focus on filing or finding documents manually. It can take anywhere from a few minutes to hours to hunt down a single file, which may consume an employee's valuable time.
- Difficult to make changes: It is hard to implement changes with paper documents. So every time someone wants to make a change, they have to make a copy without destroying the original copy. It means there are more documents and more filing processes.
- Low Security: A confidential file in the cabinet can be easily accessed. If there is no duplicate copy of the file, gathering all documents from different sources could be a mammoth task.
It is for the above reasons, businesses of all sizes and types can invest in a document management software.
What is Document Management Software?
A document management software (DMS) is a system that helps to track, manage, and store documents and minimize the usage of papers. Most are efficient in maintaining a record of the various versions created and modified by different users. The document management system is also referred to as an electronic filing cabinet. The software works in tandem with scanners; it converts paper documents into digital versions. It helps with the capture, storage, retrieval, control, sharing, and tracking documents, no matter whether those documents are in paper or digital format. .
Besides offering the advantage of going paperless, the features and functionalities of document management software are critical to effectively running a business. A document management solution also behaves as a collaboration tool that allows team members to communicate through a single platform.
What are the advantages of Document Management Software?
- Easy to locate: The paper document stored in multiple locations is often time consuming and costly to track. With document management solution, it is easy to find the document with their name, category or allocated number
- Better collaboration: When multiple people are working on a single document, and editing is continuously happening, the document management software ensures they always work on the latest copy. It eliminates the scope of conflict among workers as they all share the common document.
- Better security: Security is an added advantage with a document management system (DMS). The documents are password protected and come with other security features. Besides that, it controls the document access, like who can view or edit the document. This feature keeps unauthorized access away from the confidential file.
- File recovery: The centralized data management and backup feature allow the user to recover documents anytime they want, especially when there is damage to the document due to disaster.
- Easy auditing and indexing. The document management solution facilitates the seamless auditing and indexing of documents. The software users can access previous versions of the files and rectify the error. In comparison to auditing physical copies, it becomes quite comfortable with the electronic records.
- Integration with other tools: The software also allows third-party integrations. Usually, the document management software (DMS) is used as a standalone program. However, there are a few software like mailing tools or reporting tools that can be used along with the DMS.
- Access data anytime and anywhere ( Cloud): The software can also be deployed on the cloud. It gives liberty to access the file from anywhere and at any time. It can be integrated with Windows, Mac, Android, and iOS devices. So users also don’t need desiccated facilities to access the data.
- Centralized data management: The centralized location makes users access them more easily, quickly, and comfortably.
How does a Document Management System work?
Invoices, balance sheets, sales brochures, payment reminder letters, email, spreadsheets, reports—all businesses create a variety of documents during the course of business.
Step 1) Template for the folder structure
Users create templates for folder structures standardized throughout the system. Then apply a list of predefined document names to files uploaded to the folder.
Step 2) Capture the document
Document management software should be able to capture data from the source. It means the user can find any document anytime or any day. Usually, a high-speed scanner is used to capture paper documents from the source. This document is later indexed based on the user's requirement. The indexing can be done through ERP screen integration, barcoding, or zone optical character recognition (OCR). The data capture from different sources may involve paper documents, emails, system-generated reports, or any other applications like CRM or ERP.
Step 3) Central document storage
Central document storage is vital for managing and retaining documents that come from different sources. The central document storage can be used for storing both dynamic and static content.
Step 4) Document retrieval and distribution
The critical step of a document management system is document retrieval and distribution. Document retrieval needs to be fast and easy. The document management system comes with the search features to retrieve a document on any keyword search. The secret to quick document retrieval lies with how well the document indexing is done.
Another aspect of DMS software is document distribution. The software should route the document to a responsible person, like sending documents to customers, vendors, and employees. It should allow users to send documents any way they want to, like email and FTP. The modern-day software allows us to automate the entire workflow. For instance, when an order appears in your ERP system, it automatically triggers a workflow in your document management system.
Step 5) Document security
Make sure the document management software is laced with all necessary security set-up to block unauthorized access to the document.
What are the essential features to look for in a Document Management Software?
- Document assembly
- File recovery
- Document storage, retention, and sharing
- Collaboration Tools
- Compatible with a wide variety of scanners
- Version Control
- Document indexing
- Offline access
- Electronic signature
- Document event log history
- Merge multiple documents into single PDFs
- Bulk file upload
- File routing and approval
- Customizable dashboard
- Automated business process workflows
- Access files securely anytime or anywhere
- Intuitive user interface
- Convenient and reliable search engine
- Controlling who can view documents and when
- Accessible via smartphone devices and tablets
- Easily integrate with the other application or tool like email automation tool or customer relationship management software
- Restricting access to documents
- Regular notification on software upgrades and maintenance
- Allow to import content from XML and MD and export to HTML MD AND PDF and so on.
- Control over the number of users log in or access
- Document creating templates
- Supports multiple languages
- Remote access ( cloud storage)
- Metadata management
- Monitoring and audit trail tools to view changes made to documents
- Data protection and scalability
- OCR ( Optical Character Recognition) conversion capability
- Audit logging
- API integration access
- E-signature integration
- Upload documents in bulk
How to implement a Document Management Software?
Depending on the type of DMS, the implementation process may vary. The user can hire a document manager to ensure the entire implementation process is upbeat and software performs well after implementation.
Step 1) Research the product
Users should research various document software available in the market, and check the compatibility of the company’s requirements with the new document software. The user can search for reviews about the software vendor and services related to the implementation of document management programs. In case the user is moving from old to the new system then he should see the data migration takes place seamlessly.
Step 2) Discuss with the team members
The software user needs to feel involved in the process. If the software is going to be used by a group of people, then ensure the team members using the new software understand the reason behind implementing it and how it can benefit the company.
Step 3) Conduct the training
If the document management software is used by the team members, then conduct a training session or share videos with them on how to use the software.
Step 4) Installation and configuration
Install the software and proceed to configure those features that can be immediately accessible. The user can determine the rules on granting permission to certain documents. Also, perform necessary steps like connecting and integrating document management app with mobile devices.
Unlike on-premise software, the cloud management service may not require installation and maintenance. The cloud document management system is the best option for organizations that do not prefer investing in resources for maintaining an internal data center with complicated firewall protocols and backup procedures.
Step 5) Dashboard reporting
Most document management platforms or software nowadays include data dashboards. Ensure the dashboard reflects necessary information related to document filing and storing. It can also be useful to monitor the success of software as well.
What types of business can benefit from Document Management Software?
Everyone can take advantage of a DMS system, no matter the company size or industry. A small business could use to collect a variety of electronic documents like images, PDF, media files, or an enterprise-level company managing invoices.
The businesses that may use file management software include,
- Logistics
- Education
- Healthcare
- Government
- Accounting
- Retail
- Banking
- Legal firms
- IT
- Real estate and Construction
- Hospital
- Academics and educational institution
- Production and Manufacturing
How secure is a Document Management System?
Yes, the document management system software is secure to use with necessary security measures in practice like SSL technologies, TLS protocols, two-factor authentication, strong login password, regulatory compliance, and directory authentications.
On top of that, the dashboard reports can help managers and administrators keep watch on user activities. The email notifications and advanced audit trail further strengthen the managers and administrators to control the data. The security templates in DMS with predefined security can be quickly applied to different areas. Besides that, the data backup option allows the user to retrieve any information they lost during the operation.
What are the best practices for Document Management Software?
- Include Automation: To improve the efficiency, the document management solutions automates as many processes as possible, especially those that are repetitive.
- Periodically review storage: The document management system handles large quantities of data, and the user should conduct periodic review storage. The periodic review allows a company to organize its database for optimum usability.
- Maintain consistency:Maintain consistency in naming the files and folders uploaded or created within the DMS. It is a good practice to implement consistent workflow paths for all the documents
- Regulatory compliance: It is essential that electronic document management systems meet all regulatory compliance requirements.
- End-to-end configuration: The document control software should be easily configured, updated, and maintained, to avoid reliance on costly consultants, programmers, and specialized IT resources.
- Align DMS with automation process:Business processes implement automation processes for organization’s success. Companies should ensure that their automation strategies are falling in line with the document management system.
- Implement security measures: Administrators should implement additional security measures. For example, distributing read-only content, wherever applicable and there is no back-door to access/tamper documents at a server level.
- Establish DMS ownership: It is essential that a responsible person or document manager is assigned for necessary approval or streamline any necessary workflow. Also, during any software issue, the team members can turn to the document manager.
What is the approximate cost of Document management software?
The cost of Document Management Software like Greenbox could be as low as $5/month, while high-end software like Fluix can be anywhere around $200/month. The electronic document management system may be used as a standalone solution, or maybe it comes as an add-on feature with the workflow management software. The businesses that have limited use and are looking for a budget-friendly document management tool, then samepage, and pdfFiller are some good alternatives. For those who wish to have only the basic features, then they can go for software like; Planio, ShareDocs Enterpriser or SAM9000 APM. However, enterprise level companies handling massive documents on a daily basis may prefer enterprise document management software like Fluix or Clausebase.
The flexible pricing of document management systems allows users to try the software without worrying about the financial restriction. The free and open source document management software solutions are always up to reduce the burden of additional expenses over the company.
Why refer to GoodFirms’ list of top Document Management Software?
GoodFirms surfaces the best IT solutions through its review and rating platform. It assists the companies or individuals in making the best decisions on software selection and streamlining their business operations. Well, whether it’s an in-depth analysis of software features or getting a range of pricing options on the software solution, the platforms scan all important details for consumers in the most comprehensive format.
More and more companies are adopting paperless concepts, and the document management solutions are giving wings to it. It helps to speed up the manual documentation task and boost the overall efficiency of the business process. The document management software is applicable in almost all areas. The choice differs from the business point of view and budget. The Goodfirms suggest that you verify the complete list of best document management software that spans various business segments regardless of their business size and budget.