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Document Management Software

Document Management software automates the process of managing documents from creation to storage to distribution throughout an enterprise, increasing efficiency and reducing the cost and clutter of maintaining paper records.

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1601 results

Fluid Topics transforms your technical documentation into personalized content experiences. Learn more about Fluid Topics
Fluid Topics is the leading Content Delivery Platform (CDP) for technical documentation. Our CDP is a software solution that collects and unifies all types of documentation, no matter the initial source and format, and then feeds the relevant content to any digital channel, device, and application, in context with the users’ needs and environment. Learn more about Fluid Topics

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Aha! Knowledge is the AI-powered product information hub — share all of your documents in a central place. Learn more about Aha!
Aha! Knowledge is the AI-powered product information hub. Create internal wikis and product knowledge bases to share important documents with colleagues and customers. Use AI to quickly draft high-quality content and choose from more than 100 expertly-crafted templates to capture information in a consistent way. Built-in whiteboard capabilities make it easy to include visual diagrams. Use Aha! Knowledge as a seamlessly integrated part of Aha! Roadmaps to document all of your product information alongside your strategic plans. Learn more about Aha!

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Templafy is a document generation platform, harnessing the power of GenAI Learn more about Templafy
Templafy is a fast-growing B2B Software-as-a-Service company, helping over 3.5 million users. Templafy automates documents to remove risk, increase efficiency, and enable better document creation at any complexity and scale for over 800 organizations globally. From immediate access to on-brand, compliant company templates directly within Microsoft 365, to the automated compilation of sales proposals in Salesforce harnessing the power of Managed AI, our platform enables employees to create business documents faster so they can focus on the work that matters. With Templafy, global businesses safeguard their brand integrity and increase productivity through a centrally governed, secure and easy to use platform. Learn more about Templafy

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available. Learn more about Google Docs

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access. Learn more about Google Drive

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline. Learn more about Google Workspace

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located. Learn more about Microsoft 365

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device. Learn more about OneDrive

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
Docusign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. Docusign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about Docusign

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.
Upgrade your information governance strategy with the in-place lifecycle management your organization needs to reduce risk without impacting productivity. Streamline how you manage the lifecycle of the content that powers business processes with flexible retention schedules, preservation for defensible discovery, and disposition management. Learn more about Box

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard editing. Learn more about Microsoft SharePoint

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Israel Local product
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization.
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization.
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click. Learn more about Confluence

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards.
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Create, edit, convert, sign, and combine documents with Adobe’s all-in-one PDF and e-signature solution.
Adobe Acrobat is the all-in-one PDF and e-signature solution trusted by Fortune 500 companies. With Acrobat, you can create, edit, convert, share, sign, and combine documents – all from one Adobe platform. You can build seamless digital experiences that enable your team to collaborate and work from any device, anywhere. Acrobat solutions are also designed to integrate with apps you use every day, including Microsoft 365, Google, Workday, and more, so you can get things done in the flow of work. Learn more about Adobe Acrobat

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
LibreOffice is an open source office suite with word processing, spreadsheets, presentations, drawings, formulas and database tools.
LibreOffice is free and open source office suite software for word processing, spreadsheets, presentations, diagrams, and databases. Based on OpenOffice, LibreOffice features a clean interface and tools to enhance productivity and creativity for desktop users. Learn more about LibreOffice

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Document software that enables users to generate and publish documents, collaborate with team members, and more.
Microsoft Word allows users to create, edit, save and share documents using its cloud-based word processing software. In addition to being able to create new documents, Microsoft Word allows users to also open existing files and change them as needed; this makes it easy for multiple users within a business or educational institution to make changes and save them through the cloud. Microsoft Word is a powerful word processing software that enables users to create professional documents. The application has a friendly user interface and a number of integrated features, such as text editing, spell checker and grammar checker, which help ensure higher quality documents. The application also comes with sharing capabilities that allow users to collaborate with others on the same document. Learn more about Microsoft Word

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions.
Trusted by over 25 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 200+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more. Learn more about Jotform

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas.
Microsoft OneNote is a fully functional digital note taking application which can be used to organize, share and collaborate on ideas. The solution comes with a free companion application for Windows devices and offers deep search functionality for all notes stored in its system. Users can store and organize audio recordings that are in a searchable format as well as integrate them with other Microsoft 365 products such as Excel or Word. To save time and effort, they can also highlight their handwritten notes by using various shapes and colors on the screen of their mobile device. Learn more about Microsoft OneNote

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and secure data with automatic back-ups. Learn more about iCloud

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Ranked #1, Clio is the leading law practice management software used by 150,000+ lawyers from large, small & solo firms.
Ranked #1 and with the most 5-star reviews, Clio is the leading law practice management software used by 150,000+ lawyers from large, small & solo firms. Work the way you want with flexible solutions for multi-practice firms and manage your law firm securely from anywhere. Personal Injury, Real Estate, Family Law, Civil Litigation, Criminal Law, Immigration + more. Manage your work in one central system - with matters, contacts, billing, payments, and everything you need in one place. Learn more about Clio

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
The PDF tools for productive people. Your all-in-one stop to Convert, Compress, Merge, Edit, and eSign PDFs for free.
iLovePDF streamlines document management with a versatile suite of 25+ tools, accessible on mobile, desktop, and via a REST API. Whether merging, splitting, compressing, converting, or eSigning PDFs, it offers an all-in-one solution. Trusted by millions worldwide, iLovePDF caters to diverse users, from local businesses to global enterprises and public institutions. Learn more about iLovePDF

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.