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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.

Goodfirms conducts a thorough review and verification process before including any company in the listings. Some listings may involve fees. [How Goodfirms ensures trust]
Rankings updated: Jan 19, 2026
293 Software

List of the Best Document Management Software

  • Papermerge

    Designed for scanned documents. Perfect solution that will help you reduce paper clutter and keep your business organized. Automatically organize your documents, bills, and invoices based on their content. Instantly find valuable ... read more about Papermerge

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Licensing & Deployment
    • On Premises
    • Web-based
    Support
    • Phone
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Quatrix

    Quatrix by Maytech provides secure and easy-to-use enterprise file sharing worldwide - no size limits. Quatrix offers granular administration, vast security options, and rich audit. While Maytech is ISO 27001 certified, Quatrix ... read more about Quatrix

    Entry Level Price
    $14.20 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Offline Access

    Key Details
    Industries
    • Broadcast-media
    • Electrical-electronic-manufacturing
    • Financial-services
    • Hospital-health-care
    • Media-production
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $14.20 Per Month
    Visit website

  • iGrafx

    We believe that process is at the center of everything. We deliver business transformation software that turns your processes into a portfolio of valuable assets. Our cloud-based business process management solutions will ... read more about iGrafx

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    15% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Eisen Vault

    EisenVault’s Cloud Based Document Management System is offered by Argali Knowledge Services Pvt. Ltd, a company headquartered in New Delhi, India. We provide service and support across India, Indonesia, Vietnam, Singapore, Nepal, ... read more about Eisen Vault

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Quote Based
    Vendor pricing page Get Free Trial
    Visit website

  • Policy Manager

    Policy Manager’s intelligent document control and workflow management software solution automates policy access, review, approval, and attestation throughout your organization. Easy to implement and intuitive to manage, the policy management software’s automated ... read more about Policy Manager

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    33% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Insurance
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page
    Visit website

  • Bizmanualz OnPolicy

    OnPolicy is the best document management solution for the needs of small-to-medium businesses like yours. OnPolicy stores your important documentation — policies, procedures, etc. — in an efficient and orderly manner. OnPolicy ... read more about Bizmanualz OnPolicy

    Entry Level Price
    $990 Per Year
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $990 Per Year
    Visit website

  • SAM Pro Enterprise

    Our end-to-end integration allows firms that need field service software and construction software the ability to automate and streamline, all while reducing costs and increasing revenue. SAMPro Enterprise by Data-Basics is one ... read more about SAM Pro Enterprise

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    12% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery

    Key Details
    Industries
    • Accounting
    • Construction
    • Facilities-services
    • Human-resources
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blogs
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • TRUE original

    TRUE original documents will make your organisation stand out. Official documents, badges and credentials are not created equal. Create and distribute secure digital documents and proofs that are impossible to fake and ... read more about TRUE original

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Webinar
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • DocStar ECM

    DocStar ECM document management and automated AP solutions empower your team to capture, store and manage any document, from any location, on any device. DocStar ECM AP Automation is the best invoice ... read more about DocStar ECM

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • DocuPhase

    DocuPhase is an accounting automation platform that simplifies, organizes, and automates processes. By combining document management, OCR, forms, and workflows with your ERP, DocuPhase provides an end-to-end seamless automation solution that is ... read more about DocuPhase

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    20% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • File Recovery
    • Version Control

    Key Details
    Industries
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Insurance
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies
    • Whitepapers

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • DocuVantage OnDemand

    DocuVantage is an affordable, full featured cloud-based accounts payable solution. Easily capture, store, code, approve, and manage your invoices in a secure, centralized location providing instant access to information from anywhere. Dynamix ... read more about DocuVantage OnDemand

    Entry Level Price
    $20 Per Month
    Free Trial
    14 Days
    Pricing Type
    Per User
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Webinar
    • Whitepapers

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page Get Free Trial
    Available Packages
    Standard
    $20 Per Month
    Visit website

  • EASY DMS

    EASY DMS (Document Management System) is a powerful, flexible and scalable ECM solution. And thus the ideal document management system for large, medium-sized and small businesses. A DMS software that turns your ... read more about EASY DMS

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Windows
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • ECM Toolbox

    ECM Toolbox provides apps that add value to document management systems, with special expertise in ApplicationXtender (AX) from OpenText and PaperVision and ImageSilo from Digitech Systems. These solutions have been created by ... read more about ECM Toolbox

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • File Type Conversion
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Ferret

    Ferret Software Ltd. provide Accounts Payable Automation Solutions More than document filing. We tailor solutions for you by integrating with your existing software and focusing on improving your business processes. Ferret automates ... read more about Ferret

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    34% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Hospital-health-care
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • isoTracker

    isoTracker is a cloud-based Quality Management System (QMS) designed for small to medium-sized businesses aiming for compliance with standards such as ISO 9001, ISO 14001, ISO 13485, ISO 17025, ISO 45001, ISO ... read more about isoTracker

    Entry Level Price
    Contact vendor
    Free Trial
    More than 30 days
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Alternative-wmedicine
    • Biotechnology
    • Chemicals
    • Consumer-goods
    • Cosmetics
    • Dairy
    • Electrical-electronic-manufacturing
    • Facilities-services
    • Food-production
    • Hospital-health-care
    • Industrial-automation
    • Logistics-supply-chain
    • Machinery
    • Medical-device
    • Oil-energy
    • Outsourcing-offshoring
    • Transportation-trucking-railroad
    • Veterinary
    • Warehousing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Weekdays
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Visit website

  • Klippa

    Klippa guarantee a streamlined process from the moment an invoice is received and goes through the authorization flow, all the way up to the general ledger. Klippas software helps you to automatically ... read more about Klippa

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    35% in Document Management Software

    Features
    • Document Assembly
    • Document Indexing
    • Document Sharing
    • Document Storage
    • File Type Conversion

    Key Details
    Industries
    • Banking
    • Commercial-real-estate
    • Financial-services
    • Government-administration
    • Higher-education
    • Hospital-health-care
    • Human-resources
    • Insurance
    • Nonprofit-organization-management
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Infographics

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • MPS IntelliVector

    MPS IntelliVector is an award winning data extraction and process automation solution, especially tailored for the financial, insurance and government sector. No matter if its digital or paper-based MPS IntelliVector transforms traditional ... read more about MPS IntelliVector

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Visit website

  • Rossum

    Rossum capture data from structured & unstructured documents without configuring rules or templates. Because every company deserves an automated data extraction process. Rossum is an AI-powered, cloud-based data capture solution that speeds ... read more about Rossum

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Coupa
    • Xero
    • QuickBooks Online
    • FreshBooks
    • Sage Intacct
    • Zapier
    Visit website

  • Benchmark ESG

    Benchmark ESG Environmental Management Software helps organizations manage air, water, and waste processes for environmental compliance. Since 1997, Gensuite's environmental & sustainability software solutions have helped organizations automate data collection and compliance, ... read more about Benchmark ESG

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    40% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • Version Control

    Key Details
    Industries
    • Environmental-services
    • Renewables-environment
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    Knowledge Base
    • Help Guides
    • Video Guides
    • Blogs
    • Webinars
    • Infographics

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • SearchExpress

    SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. SearchExpress can use ... read more about SearchExpress

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Webinars
    • On-Site Training

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • One-Time Payment
    Vendor pricing page
    Visit website

  • JobRouter

    The more different tools, systems, and applications are integrated into a company, the more difficult it becomes to synchronize the distribution of information and to provide data without media discontinuity. When that ... read more about JobRouter

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
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    Preferred Currency
    • USD ($)
    Free Version
    • No
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    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Dira DMS

    VectorViewer is a complete Cloud based SaaS solution for Document Management,Workflow Integration and Eform applications. Our full stack of products provide end to end solution that is multi-tenant enabled with minimal configuration ... read more about Dira DMS

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
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    • 24x7 Support
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    • Blog

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    • No
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    • Available Trial
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    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Your e-Locker

    Your e-Locker is an easy to use and cost-effective solution for your documents management & Storage needs. Your e-Locker empowers business organizations to have complete control over their organization’s documents and maintain ... read more about Your e-Locker

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Webinars
    • On-Site Training

    Packages
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    • INR (₹)
    Free Version
    • No
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    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • SmartVault

    SmartVault is the all-in-one solution for online document storage and secure file sharing. Now's the time to standardize and digitize your workflow with the only solution that's built for accounting and business ... read more about SmartVault

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
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    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Results CRM
    • Method CRM
    • Hubdoc
    • Xero
    • FreshBooks
    • QuickBooks Online Advanced
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  • Scan123

    Scan123 is the fast, easy, secure way to capture all your paper, PDFs, and digital media into a searchable team-based system. Scan123 is the fast, easy, secure way to manage critical business ... read more about Scan123

    Entry Level Price
    $349 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help
    • Blogs

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $349 Per Month
    Visit website

  • Collavate

    Collavate is a United States software company that was founded in 2013 and offers a software title called Collavate. Collavate is document management software and includes features such as access controls, archiving ... read more about Collavate

    Entry Level Price
    $10 Per Month
    Free Trial
    N/A
    Pricing Type
    Per User
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page
    Available Packages
    Standard
    $10 Per Month

    Integration
    Integrated With
    • SAP
    • Google Docs
    Visit website

  • Laserfiche

    Laserfiche is the leading global provider of intelligent content management & business process automation. Through powerful workflows, electronic forms, document management & analytics, Laserfiche eliminates manual processes & automates repetitive tasks, accelerating ... read more about Laserfiche

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    25% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • GoCanvas

    Workflow is a powerful feature that allows an organization to move inefficient processes over to mobile devices. Think of this feature as handing a piece of paper off to someone else in ... read more about GoCanvas

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    18% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Commercial-real-estate
    • Construction
    • Facilities-services
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinars
    • Case Studies

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page
    Visit website

  • SwifDoo PDF

    SwifDoo Technology, a dedicated software development company based in China, provides customers with complete business software solutions in ultimate solutions for the PDF documents industry. At SwifDoo PDF, we provide a useful ... read more about SwifDoo PDF

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    30% in Document Management Software

    Features
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Logistics-supply-chain
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page Get Free Trial
    Visit website

  • Docsie

    Publish interactive context-aware knowledge portals that can change content based on customer role and dynamic attributes. Businesses save time with Docsie by simplifying their product documentation workflow and reducing reliance on multiple ... read more about Docsie

    Entry Level Price
    Free version
    Free Trial
    Available
    Pricing Type
    Free
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Nonprofit-organization-management
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Free
    Preferred Currency
    • USD ($)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo
    Visit website

  • Compleo Hybrid

    Sign your documents directly online. Go paperless and sign business documents digitally, whether you're in the office or on the go. With Compleo, a digital signature solution, your business can evolve and ... read more about Compleo Hybrid

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Contact Vendor
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Retention
    • Document Storage
    • Electronic Signature
    • File Type Conversion
    • Offline Access
    • Version Control

    Key Details
    Industries
    • Accounting
    • Banking
    • Financial-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guides
    • Video
    • Blog
    • Webinar
    • Infographics
    • Case Studies
    • Whitepapers
    • On-Site Training

    Packages
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    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • Crove

    Crove gives you the power to automate complex business documents without writing any code. You can create smart templates and connect them with other apps to automate your document workflows. Crove is ... read more about Crove

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Flat Rate
    100% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • Electronic Signature
    • File Recovery

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Health-wellness-fitness
    • Hospital-health-care
    • Legal-services
    • Marketing-advertising
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guides
    • Video
    • Blog

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Digitile

    Digitile categorizes digital assets in Google Drive & Dropbox at scale to enable teams to discover information faster and more efficiently. Assign file tags to improve document discovery, reduce duplicates, and make ... read more about Digitile

    Entry Level Price
    $29 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • Optical Character Recognition
    • Version Control

    Key Details
    Industries
    • Education-management
    • Legal-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Quote Based
    Vendor pricing page Try Software Demo
    Available Packages
    Standard
    $29 Per Month
    Visit website

  • Parsedoc

    Parsedoc is an automated document reading and processing solution powered by Exponentia, that reduces the workload caused by managing invoices and other documents. This tool allows reception, analysis and management of files ... read more about Parsedoc

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Usage Based
    20% in Document Management Software

    Features
    • Document Storage
    • Optical Character Recognition

    Key Details
    Industries
    • Banking
    • Import-export
    • International-trade-development
    • Investment-banking-venture
    • Law-practice
    • Logistics-supply-chain
    • Maritime
    • Oil-energy
    • Transportation-trucking-railroad
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • Help Guide
    • Video
    • Webinar

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Payment Frequency
    • Monthly Payment
    Vendor pricing page

    Integration
    Integrated With
    • Holded
    • Airtable
    • Business Central
    • API
    Visit website

  • SKYSITE

    SKYSITE is a Construction and Document Management System for Everyone. For the entire lifecycle of Design, Construction, Management & Business Operations. Architects, GCs, and Subs – manage, markup, and share your construction ... read more about SKYSITE

    Entry Level Price
    $19 Per Month
    Free Trial
    Available
    Pricing Type
    Per User
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • Version Control

    Key Details
    Industries
    • Commercial-real-estate
    • Construction
    • Real-estate
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Available Packages
    Basic
    $19 Per Month
    Professional
    $39 Per Month
    Enterprise
    $59 Per Month
    Visit website

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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. 

Comparison of Document Management Software: Dropbox Business, DocuSign, M-Files, Evernote Business and Zoho Doc

FeatureDropbox BusinessDocuSignM-FilesEvernote BusinessZoho Docs
Company BackgroundDeveloped by Dropbox Inc., a cloud storage and file synchronization service provider known for its user-friendly interface and collaboration features, catering to individuals and businesses.Developed by DocuSign Inc., a digital transaction management platform specializing in electronic signature solutions, used by businesses for document signing, workflow automation, and contract management.Developed by M-Files Corporation, offering intelligent information management solutions for businesses, focusing on document management, metadata-driven classification, and process automation.Developed by Evernote Corporation, known for its note-taking app, offering Evernote Business as a collaborative workspace for teams to capture, organize, and share ideas, documents, and projects.Developed by Zoho Corporation, providing a suite of cloud-based business software solutions, including Zoho Docs for document management, collaboration, and productivity, integrated with other Zoho apps.
Target AudienceTeams and businessesBusinesses needing e-signature capabilitiesBusinesses with complex document management needsIndividuals and teams for note-taking and information managementBusinesses and teams for collaborative document editing and storage
PricingPaid plans start at $15/month per userPaid plans start at $10/month per userPaid plans start at $10/user/monthPaid plans start at $3.99/month per userPaid plans start at $1/month per user
FocusSecure file storage, sharing, and collaborationElectronic signature and document workflow managementIntelligent document management and automationNote-taking, information organization, knowledge managementCollaborative document editing, online storage, and file management
FeaturesFile syncing, version control, team workspaces, mobile access, security featuresE-signatures, document routing, pre-filled forms, audit trailsMetadata management, document classification, automated workflows, AI-powered insightsNote-taking, web clipping, document annotation, research toolsOnline document editing, real-time collaboration, file sharing, mobile access
StrengthsUser-friendly interface, robust file sharing and collaboration features, strong securityStreamlined e-signature process, integrates with various business toolsPowerful document management capabilities, automates workflows, AI-powered featuresExcellent note-taking and information organization tools, multi-platform accessAffordable, real-time collaboration, integrates with Zoho ecosystem
WeaknessesLimited document management features compared to M-FilesPrimarily focused on e-signatures, not a comprehensive document management systemSteeper learning curve compared to some optionsNot ideal for complex document workflows and collaborationLimited features compared to some dedicated document management systems
Integration CapabilitiesIntegrates with various third-party applications, including productivity tools, project management software, collaboration platforms, CRM systems, and workflow automation tools, through APIs, webhooks, and integration partnerships.Integrates with business applications, including CRM, ERP, HR systems, accounting software, cloud storage platforms, and productivity tools, through APIs, connectors, and integration partnerships to streamline document workflows.Integrates with CRM, ERP, ECM, BPM, HR, and other business systems through connectors, APIs, and integration frameworks, enabling seamless data exchange, automation, and collaboration across enterprise systems and applications.Integrates with business productivity tools, project management software, note-taking apps, calendars, email clients, and cloud storage platforms through APIs, connectors, and integration partnerships to enhance productivity and collaboration.Integrates with other Zoho applications such as Zoho CRM, Zoho Projects, Zoho Mail, Zoho Calendar, and Zoho Analytics, as well as with third-party applications through APIs, webhooks, and integration partnerships for seamless data exchange and workflows.
Best forTeams and businesses needing secure file storage, sharing, and collaborationBusinesses requiring electronic signatures and document management workflowsOrganizations with complex document management needs and automation requirementsIndividuals and teams for note-taking, research, and information organizationBusinesses needing collaborative document editing, online storage, and basic document management

Frequently Asked Questions

What is the Best Document Management Software?

The best document management software can enable your business to deal with its documents, from sharing to curating important records. It is critical to pick the best document management system to enhance work process productivity and monitor archives. At Goodfirms, we have listed some of the best document management software in order to aid business administration. The best document management system solutions have an assortment of documentation and curation solutions for a myriad of business sizes and ventures. Some of the best document management software solutions include SAM900 APM, PandaDoc, Zoho Docs, and more. 

What are the Major Benefits of Document Management Software?
  • Eliminates file storage and material costs for paper, folders, printing, stationery, etc.
  • Safety of documents with password-protected access, encryptions, and anti-theft mechanisms in place
  • Reduces time for finding, importing, and extracting documents
  • Increases productivity with a quick movement of documents
  • Protects privacy, confidentiality, and security of documents
  • Helps in keeping documents organized for compliance and regulatory needs
  • Reduces bottlenecks such as the slow distribution of documents

How to Evaluate and select the best Document Management Software?

If you want to evaluate and select the best document management system, then look for the following critical components:

  1. Tools for capturing and scanning documents: The system must be able to import, scan and convert files to bring them to the storage vaults
  2. Tools for Storage and Archiving: The system must be able to store documents, index, and archive them for future use. Storage capacity should be evaluated as per your individual need. 
  3. Tools for Retrieval: There should be tools for locating, exporting, and retrieving files
  4. Tools for Sharing and Collaboration: The system should allow easy sharing and collaboration  of documents
  5. Tools for Security: The software should deploy stringent security measures, audit trails, password protection, access controls, and more.

A document and record management system with the above essential features should be a preferred one

What Types of Deployment Are Available with DMS?

Today most organizations prefer cloud-based solutions to save installation and hardware costs. Cloud-based solutions eliminate the need for maintenance, upgrades, and troubleshooting. With on-premise solutions, your IT staff has to monitor everything. However, if you prefer to keep, store, and manage data locally, deployment of an on-premise solution such as the open source document software is apt for you. You can also choose to deploy an online or web-based document management software. It can be accessed with internet connectivity; however, data wouldn't be stored in cloud servers. Your vendor would store it locally for you. 

What Is the 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. You can also use free and open source document management software such as OpenDocMan or LibreOffice, or free document management software such as Zoho Docs, SeedDMS, etc. 

What is HIPAA Compliant Document Management?

Health Insurance Portability and Accountability Act is a guideline issued for the healthcare industry for protecting sensitive data and file-handling procedures. HIPAA compliant document management is a set benchmark for best medical practices. The healthcare industry can deploy a HIPAA compliant document management software such as PandaDoc.

What Are the Integrations You should Look for in Document Management Software?

One should look for Document management software that integrates with other third-party applications such as Email software, Information Systems, backup and recovery software, CRM tools, helpdesk software, analytics tools such as Google Analytics, Chatbots, and more.

Related Categories

Workflow Management Software
Project Management Software
Collaboration Software
Content Management Software
IT Asset Management Software
Contract Management Software
File Sharing Software
Digital Asset Management Software
Knowledge Management Software
Digital Signature Software
Proposal Management Software
Compliance Software
Document Control Software
Forms Automation Software
Archiving Software
Document Generation Software
Virtual Data Room Software

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