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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

  • Kopyst

    Capture your workflows in seconds, and witness as Kopyst transforms them into guides, complete with text, screenshots, and videos. With Kopyst, the process of creating, customizing, and sharing these guides becomes a ... read more about Kopyst

    Entry Level Price
    $15 Per Month
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    100% in Document Management Software

    Features
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Sharing
    • Document Storage
    • AI Features

    Key Details
    Industries
    • Accounting
    • Airlines-aviation
    • Alternative-dispute-resolution
    • Animation
    • Architecture-planning
    • Automotive
    • Banking
    • Broadcast-media
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Knowledge Base
    • Help Guide
    • Video
    • Blog

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $15 Per Month
    Visit website

  • FileGenix

    FileGenix is the all-in-one document management system that ensures every business operates efficiently with its files. The goal for being efficient is built in by process through workflow automation, role-based access control, ... read more about FileGenix

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per Feature
    30% in Document Management Software

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

    Key Details
    Industries
    • Accounting
    • Banking
    • Commercial-real-estate
    • Hospital-health-care
    • Human-resources
    • Investment-banking-venture
    • Law-practice
    • Legislative-office
    • Logistics-supply-chain
    • Newspapers
    • Nonprofit-organization-management
    • Oil-energy
    • Paper-forest-products
    • Staffing-recruiting
    • Transportation-trucking-railroad
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per Feature
    Preferred Currency
    • INR (₹)
    Free Version
    • Yes
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Annual Subscription
    • One-Time Payment
    Vendor pricing page Try Software Demo Get Free Trial Download Pricing Document
    Visit website

  • Advisory AI

    Advisory AI is the world's first AI-Copilot for financial advisors and offers cutting-edge AI software, revolutionizing how they create and manage advisory documents. With our intuitive platform, financial professionals can automate any ... read more about Advisory AI

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

    Features
    • AI Features

    Key Details
    Industries
    • Financial-services
    Licensing & Deployment
    • Open Source
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

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

  • Buildin.AI

    Your notes, documents, and mind maps Build any page and convey any idea. In Buildin.AI you can drag, drop and organize any images, tables, to-dos, and even embed databases, folders, and mind ... read more about Buildin.AI

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

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

    Key Details
    Industries
    • Broadcast-media
    • Computer-networking
    • Education-management
    • E-learning
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Documentation
    Knowledge Base
    • Help Center

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

  • MetaConstructX

    Connected All-in-One Software for Builders and Contractors. MetaConstructX, built on Dynamics 365 Business Central, is an all-in-one construction management platform for you! Crafted just for professionals like you to bring all your ... read more about MetaConstructX

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Contact Vendor
    10% in Document Management Software

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

    Key Details
    Industries
    • Accounting
    • Architecture-planning
    • Automotive
    • Banking
    • Building-materials
    • Civil-engineering
    • Commercial-real-estate
    • Construction
    • Financial-services
    • Mechanical-or-industrial-engineering
    • Real-estate
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • Blog
    • Quiz-MCX

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

    Integration
    Integrated With
    • Microsoft 365
    Visit website

  • HTML on Word

    "HTML on Word" is a tool that converts docx format files edited and saved in Microsoft Word (hereinafter referred to as Word) into simple and easy-to-edit HTML. You can easily create a ... read more about HTML on Word

    Entry Level Price
    $675 Per Year
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    25% in Document Management Software

    Features
    • Document Indexing
    • File Type Conversion

    Key Details
    Industries
    • Education-management
    • Higher-education
    • Human-resources
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guide

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Available Packages
    Standard
    $675 Per Year
    Visit website

  • Dazychain

    Dazychain legal matter management software empowers in-house legal departments to take control of legal matters, improve collaboration across teams, and establish a centralized location for all your operations, giving you the confidence ... read more about Dazychain

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

    Features
    • Collaboration Tools
    • Document Indexing
    • Document Sharing
    • Electronic Signature

    Key Details
    Industries
    • Legal-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support
    Knowledge Base
    • Help Guide

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

  • Continia

    Continia makes document sharing seamless and secure. Whether you’re sharing photos, videos, zipped folders, or large CAD files, our platform ensures a hassle-free experience. Share files of any size—up to your storage ... read more about Continia

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Usage Based
    50% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Sharing
    • Document Storage
    • File Recovery
    • AI Features

    Key Details
    Industries
    • Accounting
    • Computer-network-security
    • Financial-services
    • Law-enforcement
    • Law-practice
    • Real-estate
    • Security-investigations
    • Venture-capital
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • PDFBolt

    PDFBolt provides secure and scalable PDF generation, supporting direct S3 uploads and webhook notifications. Businesses can convert, store, and retrieve documents without manual intervention, ensuring compliance and security while streamlining digital document ... read more about PDFBolt

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Usage Based
    15% in Document Management Software

    Features
    • Document Assembly
    • Document Storage
    • File Type Conversion

    Key Details
    Industries
    • Accounting
    • Banking
    • Education-management
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Information-technology-services
    • Legal-services
    • Marketing-advertising
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Everyday
    Training
    • Documentation
    Knowledge Base
    • API Documentation
    • FAQ
    • Blog

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • Available Trial
    Payment Frequency
    • Monthly Payment
    • One-Time Payment
    Vendor pricing page Get Free Trial Download Pricing Document
    Visit website

  • SenseTask

    SenseTask Document Management organizes, secures, and automates document handling with AI-powered classification. It supports automated categorization by type, easy retrieval, version control, and audit history tracking, ensuring compliance and efficiency. With intelligent ... read more about SenseTask

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Usage Based
    30% in Document Management Software

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

    Key Details
    Industries
    • Accounting
    • Computer-software
    • Financial-services
    • Information-technology-services
    • Legal-services
    • Logistics-supply-chain
    • Pharmaceuticals
    • Retail
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation
    Knowledge Base
    • SenseTask User Guide

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Zapier
    • QuickBooks Online
    • Xero
    • Excel Analyzer
    • Microsoft 365
    Visit website

  • Vaiz

    Vaiz is the all-in-one platform for tasks and documents, designed to streamline your workflows in a single, intuitive interface. It enables users to plan, manage, and track tasks with ease while collaborating ... read more about Vaiz

    Entry Level Price
    Contact vendor
    Free Trial
    More than 30 days
    Pricing Type
    Per User
    16% in Document Management Software

    Features
    • Collaboration Tools
    • Document Sharing
    • Document Storage
    • Version Control
    • AI Features

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Email
    • Chat
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Free Trial
    • More than 30 days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Get Free Trial Download Pricing Document

    Integration
    Integrated With
    • Slack
    • GitHub
    • Zapier
    Visit website

  • Titan Mind

    TitanEngage supports document management by centralizing customer data and marketing efforts in one platform. It enables businesses to collect and organize visitor information, track customer interactions through surveys and feedback, and manage ... read more about Titan Mind

    Entry Level Price
    Contact vendor
    Free Trial
    Available
    Pricing Type
    Per User
    20% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Sharing
    • Document Storage
    • AI Features

    Key Details
    Industries
    • Restaurants
    • Retail
    • Supermarkets
    • Wholesale
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    Support
    • Email
    • Phone
    • Support Days
    Training
    • Webinar
    • Documentation

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

  • ContextClue

    ContextClue is an innovative AI platform engineered to enhance business automation and knowledge management. It seamlessly connects with existing systems, offering comprehensive functionalities without extensive implementation processes. Key Capabilities: - Automatic extraction ... read more about ContextClue

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

    Features
    • AI Features

    Key Details
    Industries
    • Electrical-electronic-manufacturing
    • Financial-services
    • Human-resources
    • Legal-services
    • Mechanical-or-industrial-engineering
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    Support
    • Email
    • Weekdays
    Training
    • In-person

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

  • Copi

    Copi allows you to create a single, dynamic link that you can share with your clients. This link not only directs them to the content you want to share (URL or PDF ... read more about Copi

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

    Features
    • Document Assembly
    • Document Retention
    • Document Sharing
    • File Type Conversion
    • AI Features

    Key Details
    Industries
    • Accounting
    • Banking
    • Commercial-real-estate
    • Computer-software
    • Facilities-services
    • Financial-services
    • Human-resources
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • 24x7 Support

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • Paradigm

    Document management refers to the process of handling documents in a structured way, typically using digital tools. It includes storing, organizing, tracking, and retrieving documents so teams can work more efficiently and ... read more about Paradigm

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

    Features
    • Document Retention
    • Document Sharing
    • Document Storage
    • Offline Access
    • Optical Character Recognition
    • Version Control
    • AI Features

    Key Details
    Industries
    • Accounting
    • Financial-services
    • Hospital-health-care
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • JPY (¥)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Try Software Demo
    Visit website

  • Oxtrys Innovate

    Oxtrys Innovate presents a powerful, cloud-based Employee Information and Document Management System (EIMS) designed to modernize and simplify the way organizations handle their workforce records and business documentation. In an age where ... read more about Oxtrys Innovate

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

    Features
    • Document Assembly
    • Document Retention
    • Document Sharing
    • Document Storage
    • File Recovery
    • Offline Access

    Key Details
    Industries
    • Education-management
    • Electrical-electronic-manufacturing
    • Hospital-health-care
    • Information-technology-services
    • Staffing-recruiting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • PixOrganizer

    Automatically sort your photos and videos by date PixOrganizer scans your folders, extracts metadata from photos and videos, and neatly organizes them into Year/Month folders, perfect for cleaning up old backups or ... read more about PixOrganizer

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

    Features
    • Document Assembly
    • Document Indexing
    • Document Retention
    • Document Storage
    • Electronic Signature
    • File Recovery
    • File Type Conversion

    Key Details
    Industries
    • Photography
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    Support
    • Email
    • 24x7 Support

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

  • iDoks

    iDoks is a cutting-edge AI-powered document management system designed to revolutionize how businesses handle, process, and retrieve documents. Leveraging advanced artificial intelligence and machine learning algorithms, iDoks eliminates the need for manual ... read more about iDoks

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

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

    Key Details
    Industries
    • Accounting
    • Apparel-fashion
    • Architecture-planning
    • Automotive
    • Banking
    • Business-supplies-equipment
    • Civil-engineering
    • Commercial-real-estate
    • Construction
    • Education-management
    • Electrical-electronic-manufacturing
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Contact Vendor
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page
    Visit website

  • SBLCore

    SBLCore is a specialized software provider for the chemical industry, focused on the efficient management of Safety Data Sheets (SDS) and labels in compliance with European legislation. Our goal is to simplify ... read more about SBLCore

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    Pricing Type
    Per User
    30% in Document Management Software

    Features
    • Document Assembly
    • Document Retention
    • Document Storage
    • Version Control
    • AI Features

    Key Details
    Industries
    • Chemicals
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • Weekdays
    Training
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page Get Free Trial
    Visit website

  • Kaizen ocr

    Kaizen OCR is a powerful tool for managing your documents efficiently. It converts images, scanned files, and screenshots into editable text, allowing you to organize, store, and access information with ease. Unlike ... read more about Kaizen ocr

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

    Features
    • File Type Conversion
    • Offline Access
    • Optical Character Recognition
    • Version Control
    • AI Features

    Key Details
    Industries
    • Business-supplies-equipment
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

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

  • Cigati PST Splitter Tool

    Cigati Split PST Tool is a powerful utility designed to help users manage oversized PST files efficiently. Large PST files can slow down Outlook performance and increase the risk of data corruption. ... read more about Cigati PST Splitter Tool

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

    Features
    • Document Storage
    • File Type Conversion

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

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

  • OCR Studio

    OCR Studio has specialized in artificial intelligence research in computer vision software. We combine a customer-first mindset, a relentless focus on research and development. AI-driven OCR Studio software solutions for mobile, desktop ... read more about OCR Studio

    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
    • Offline Access
    • Optical Character Recognition
    • Version Control
    • AI Features

    Key Details
    Industries
    • Banking
    • Electrical-electronic-manufacturing
    • Financial-services
    • Government-administration
    • Government-relations
    • Industrial-automation
    • Leisure-travel
    • Logistics-supply-chain
    • Transportation-trucking-railroad
    • Utilities
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • 24x7 Support
    Training
    • Webinar
    • Documentation
    Knowledge Base
    • YouTube
    • Bolg
    • Webinars and Events

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

  • Makanify CRM

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    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    4% in Document Management Software

    Features
    • Collaboration Tools
    • Document Sharing
    • Document Storage
    • AI Features

    Key Details
    Industries
    • Commercial-real-estate
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • INR (₹)
    Free Version
    • No
    Free Trial
    • 7 Days Trial
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo
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  • IntoAEC

    IntoAEC provides a secure and organized document management system designed for construction professionals. It allows teams to store, share, and collaborate on project files, drawings, BOQs, and contracts in real time. Version ... read more about IntoAEC

    Entry Level Price
    Contact vendor
    Free Trial
    7 Days
    Pricing Type
    Per User
    8% in Document Management Software

    Features
    • Collaboration Tools
    • Document Sharing
    • Document Storage

    Key Details
    Industries
    • Architecture-planning
    • Civil-engineering
    • Commercial-real-estate
    • Construction
    • Mechanical-or-industrial-engineering
    • Real-estate
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • Android
    • Windows
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    • Chat
    • Phone
    • 24x7 Support

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    • Yes
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    • 7 Days Trial
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    • Quote Based
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  • Cigati MSG File Viewer

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

    Features
    • Document Sharing
    • File Type Conversion
    • Offline Access

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
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    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
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    • Per User
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    • USD ($)
    Free Version
    • No
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    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    Vendor pricing page Try Software Demo
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  • SignNTrack

    SignNTrack is a modern Swiss electronic signature and workflow automation platform designed to simplify document processes for teams and businesses. It enables users to sign and request legally binding signatures, manage documents ... read more about SignNTrack

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Flat Rate
    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

    Key Details
    Industries
    • Animation
    Licensing & Deployment
    • Open Source
    • Cloud Hosted
    • Web-based
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • EUR (€)
    Free Version
    • Yes
    Free Trial
    • 30 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    Vendor pricing page
    Visit website

  • SysInfo Duplicate File Finder Mac

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    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Flat Rate
    30% in Document Management Software

    Features
    • Collaboration Tools
    • Document Assembly
    • Document Storage

    Key Details
    Industries
    • Airlines-aviation
    • Apparel-fashion
    • Automotive
    • Banking
    • Bpo
    • Business-supplies-equipment
    • Civic-social-organization
    • Computer-network-security
    • Computer-software
    • Information-services
    • Information-technology-services
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Flat Rate
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Annual Subscription
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

  • Cigati EML File Viewer

    Cigati EML Viewer is a powerful and user-friendly utility designed to open and read EML files without requiring any email client like Outlook, Thunderbird, or Windows Live Mail. It allows users to ... read more about Cigati EML File Viewer

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

    Features
    • Document Sharing
    • File Type Conversion
    • Version Control

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    Vendor pricing page Get Free Trial
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  • Cigati Duplicate File Finder & Cleaner

    Cigati Duplicate File Finder is an advanced utility designed to help users efficiently locate and remove duplicate files from their system. Over time, duplicate documents, photos, videos, and other files accumulate across ... read more about Cigati Duplicate File Finder & Cleaner

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

    Features
    • Document Storage

    Key Details
    Industries
    • Computer-software
    Licensing & Deployment
    • Proprietary
    • On Premises
    • Windows
    • Mac
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 30 Days Trial
    Payment Frequency
    • One-Time Payment
    Vendor pricing page Try Software Demo Get Free Trial
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  • Contract Corridor

    Contract Corridor’s document management capabilities provide a single source of truth for all contracts across the organisation. Contracts are securely stored and categorised by type, region, or business unit, with robust version ... read more about Contract Corridor

    Entry Level Price
    Contact vendor
    Free Trial
    30 Days
    Pricing Type
    Contact Vendor
    5% in Document Management Software

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

    Key Details
    Industries
    • Accounting
    • Airlines-aviation
    • Apparel-fashion
    • Automotive
    • Banking
    • Biotechnology
    • Broadcast-media
    • Chemicals
    • Commercial-real-estate
    • Construction
    • Consumer-goods
    • Consumer-services
    • Cosmetics
    • Education-management
    • Electrical-electronic-manufacturing
    • Facilities-services
    • Farming
    • Financial-services
    • Food-beverages
    • Food-production
    • Furniture
    • Gambling-casinos
    • Health-wellness-fitness
    • Higher-education
    • Hospital-health-care
    • Hospitality
    • Human-resources
    • Investment-management
    • Leisure-travel
    • Logistics-supply-chain
    • Luxury-goods-jewelry
    • Machinery
    • Mental-health-care
    • Mining-metals
    • Oil-energy
    • Package-freight-delivery
    • Packaging-containers
    • Paper-forest-products
    • Railroad-manufacture
    • Real-estate
    • Retail
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

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

    Integration
    Integrated With
    • Microsoft 365
    • DocuSign
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  • OxyDocument

    OxyDMS is a 100% web-based, highly scalable, and secure Enterprise Document Management System (EDMS) designed to manage, publish, and store all your organizational documents, circulars, and processes electronically. This user-friendly platform allows ... read more about OxyDocument

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Usage Based
    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
    • AI Features

    Key Details
    Industries
    • Banking
    • Commercial-real-estate
    • Facilities-services
    • Financial-services
    • Hospital-health-care
    • Human-resources
    • Information-services
    • Information-technology-services
    • Insurance
    • Investment-banking-venture
    • Investment-management
    • Legal-services
    • Management-consulting
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • Webinar
    • In-person
    • Documentation

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

  • BuildSync

    BuildSync is AI-powered submittal review software built specifically for commercial construction. The platform automates the technical analysis of construction submittals, dramatically reducing rejection rates and saving hundreds of hours on manual reviews.How ... read more about BuildSync

    Entry Level Price
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    Free Trial
    14 Days
    Pricing Type
    Usage Based
    25% in Document Management Software

    Features
    • Version Control
    • AI Features

    Key Details
    Industries
    • Construction
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    Support
    • Email
    • Chat
    • Weekdays
    Training
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Usage Based
    Preferred Currency
    • USD ($)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
      (Credit card required)
    Payment Frequency
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial

    Integration
    Integrated With
    • Procore
    Visit website

  • Melp App

    Melp (Multi-Enterprise Linking Platform) is an all-in-one digital workplace platform built to unify communication, collaboration, file management, external work, AI assistance, meetings, and cross-organization workflows inside one secure environment. It centralizes chat, ... read more about Melp App

    Entry Level Price
    Contact vendor
    Free Trial
    N/A
    Pricing Type
    Per User
    10% in Document Management Software

    Features
    • Collaboration Tools
    • Document Sharing
    • Version Control
    • AI Features

    Key Details
    Industries
    • Banking
    • Bpo
    • Commercial-real-estate
    • Computer-network-security
    • Computer-networking
    • Computer-software
    • Hospital-health-care
    • Human-resources
    • Information-technology-services
    • Retail
    • Staffing-recruiting
    • Telecommunications
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • On Premises
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
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    • Chat
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    Training
    • Webinar
    • In-person
    • Documentation

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • USD ($)
    Free Version
    • Yes
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    Vendor pricing page

    Integration
    Integrated With
    • Salesforce CRM
    • Asana
    Visit website

  • ZebraSign

    ZebraSign is a secure electronic document management system built for small and medium-sized businesses. It centralizes all documents – contracts, forms, approvals, and signed records – in one workspace with full access ... read more about ZebraSign

    Entry Level Price
    Contact vendor
    Free Trial
    14 Days
    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
    • Optical Character Recognition
    • Version Control
    • AI Features

    Key Details
    Industries
    • Human-resources
    • Information-technology-services
    • Logistics-supply-chain
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    Support
    • Email
    • Phone
    • Weekdays
    Training
    • Webinar

    Packages
    Pricing Type
    • Per User
    Preferred Currency
    • EUR (€)
    Free Version
    • No
    Free Trial
    • 14 Days Trial
      (Credit card required)
    Payment Frequency
    • Monthly Payment
    • Annual Subscription
    • Quote Based
    Vendor pricing page Try Software Demo Get Free Trial
    Visit website

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

    Features
    • Document Sharing
    • Document Storage
    • AI Features

    Key Details
    Industries
    • Automotive
    • Aviation-aerospace
    • Business-supplies-equipment
    • Consumer-electronics
    • Defense-space
    • Electrical-electronic-manufacturing
    • Machinery
    • Medical-device
    Licensing & Deployment
    • Proprietary
    • Cloud Hosted
    • Web-based
    • iPhone/iPad
    • Android
    • Windows
    • Mac
    • Linux
    Support
    • Email
    • Chat
    • Phone
    • 24x7 Support
    Training
    • In-person
    • Documentation

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