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Part 11 document control software system, including PDF Publishing, e-Sign, Hierarchic view and more. Less than 72 hours onboarding Learn more about Orcanos ALM and QMS
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all documents, according to ISO 14971 Shifting from a paper-based document management system to a dedicated digital automated solution might seem to be a formidable task, but the integration of Orcanos automated DMS can be achieved in no more than 72 hours. Learn more about Orcanos ALM and QMS
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all docume...
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  • Document Archiving
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  • Electronic Signature
  • Compliance Tracking
Confluence is a team workspace where knowledge and collaboration meet. Create, collaborate, and organize your work all in one place. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from meeting notes to strategy docs and IT documentation so they can make better decisions faster and be more responsive to change. Confluence integrates seamlessly with the Atlassian suite of products like Jira Software and Trello, and allows for endless customization with apps from our Marketplace. Learn more about Confluence
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from me...
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Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 customers use PandaDocs all-in-one document automation softw...
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Digitally transform document management with Nintex to ensure accuracy, accessibility and storage of your documents. Learn more about Nintex Process Platform
The Nintex Process Platform enables organizations to digitally transform document management to ensure accuracy and accessibility. With Nintex Workflow and Nintex Forms organizations can automatically capture and route data to a centralized repository with just a few clicks and no code. Learn more about Nintex Process Platform
The Nintex Process Platform enables organizations to digitally transform document management to ensure accuracy and accessibility. With Nintex Workflow and Nintex Forms organizations can automatically ...
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Bitrix24 is a free document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, f...
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ABBYY FineReader PDF is a universal PDF software for efficient work with documents - both PDFs and scans - in the digital workplace Learn more about ABBYY FineReader PDF
ABBYY® FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows and makes it easier to digitize, convert, retrieve, edit, protect, share, and collaborate on all kinds of documents in the digital workplace. Learn more about ABBYY FineReader PDF
ABBYY® FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows an...
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Collaboration software designed to help teams share files, manage tasks, collaborate on documents, communicate faster, & get more done. Learn more about Samepage
Samepage is award-winning document management software built to help teams co-author documents, share files, manage tasks & calendars, draw diagrams, edit spreadsheets, & more - in real time. Secure sharing helps you collaborate with co-workers, contractors, clients, etc. Group chat & video calling lets you see your team and its conversations alongside the content you're working on together. It also integrates with hundreds of apps to help you consolidate workflows & avoid email overload. Learn more about Samepage
Samepage is award-winning document management software built to help teams co-author documents, share files, manage tasks & calendars, draw diagrams, edit spreadsheets, & more - in real time. Secure sh...
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Save time and money with Process Street automation. Create and customize checklists to keep your teams and documents organize Learn more about Process Street
Effortlessly manage your teams¿ documents and associated workflows with Process Street. We provide businesses with a streamlined, non-technical way to build and customize rich checklists that include robust approval processes, conditional logic, and 1000+ app integrations. Automating your processes saves money by ensuring efficient, consistent workflows that increase employee productivity. Learn more about Process Street
Effortlessly manage your teams¿ documents and associated workflows with Process Street. We provide businesses with a streamlined, non-technical way to build and customize rich checklists that include...
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Bynder is an innovative cloud-based solution for marketing professionals looking to simplify how they manage digital content. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body te...
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Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp have unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your Document Management system matches your brand guide. +1000 brands from + 60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp have unlimited users in all pl...
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For larger organizations with more then 20 users. Version control, workflow, compliance, Web, desktop & mobile device ready. Free API Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile device ready. Automated document Workflow and Approval processes. MS Office Integration, version control, secure user groups, powerful search, document scanning with OCR. Free documented API, optional AD integration, SharePoint, e-signature and 2 factor autorization capable. Learn more about FileHold
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile de...
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Transform your document-centric processes and empower business users with leading document generation and automation. Learn more about Xpertdoc
Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM, and more. Learn more about Xpertdoc
Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, s...
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Cloud based solution for file archiving, analysis and indexing. Archive to your own cloud storage. Indexes over 550 file types Learn more about SISCIN
SISCIN FileArchiver is a cloud-based File Analysis, Archiving and Indexing solution. It's a single dashboard for full visibility of your entire file server data. SISCIN will inventory your file server and present you with reports to show you largest files, oldest files, duplicate files and more. You can also automate the process of moving older or less frequently accessed files to your own cloud storage while leaving stubs behind for users to recall their files. Indexes over 550 file types Learn more about SISCIN
SISCIN FileArchiver is a cloud-based File Analysis, Archiving and Indexing solution. It's a single dashboard for full visibility of your entire file server data. SISCIN will inventory your file server ...
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A Ground-Breaking, Turnkey Document Automation Solution Learn more about Windward Hub
Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of contracts, proposals, sales collateral, and much more. Output accurate and error-free documents every time with our dynamic document generation solution. Learn more about Windward Hub
Windward Hub is the comprehensive, hosted solution you need to generate, manage, and share all of your documents and reports with the click of a button. Windward provides streamlined production of cont...
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File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more....
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Dropbox Business is the secure file sharing and storage solution that employees love and IT admins trust. Get started for free today!
Dropbox Business is a central workspace that helps teams stay organized and keep their work flowing. All your teams content is in one place, making it easy to collaborate and focus on the work that matters. Dropbox Business is 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.
Dropbox Business is a central workspace that helps teams stay organized and keep their work flowing. All your teams content is in one place, making it easy to collaborate and focus on the work that mat...
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Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices....
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Box is a platform for document, asset and content management.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, get fast, easy access to documents, project plans, presentations and videos. Always have the latest pitch for your customers, on or offline. Box makes it easy for administrators to maintain a central view of all content and users in their account through a powerful admin console.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, ...
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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.
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 an...
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On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more.
On-premise and cloud-based suite designed to help businesses create, manage, edit and modify documents, spreadsheets, slides, and more....
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With this DMS, never worry about losing a document, wasting time on tedious processes, or staying in compliance.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization, workflow automation, secure file-sharing, and eSignature requests, all on one platform. Businesses never have to worry about losing documents, wasting time, or keeping compliant. eFileCabinet is accessible via web browser and a desktop app.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides b...
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Simplify the audit and tax process while improving the client experience through automated request list and document management.
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 275 of the leading firms in North America and the UK ensure a simpler, more secure process.
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrate...
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Power your content with an award-winning DAM+PIM+MRM solutions and service beyond compare.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is the enterprise content management company that does what it says, striving to be the best part of its customers' day, every day. Primarily serving mid-to-large enterprises of 1,000+ employees, Widen's cloud-based solutions for enterprise DAM+PIM, workflow, and brand management deliver a complete experience of high-quality software and unparalleled service.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is the enterprise content management company that does what it says, striving to be the best part of its customers' day, every da...
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ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
ONLYOFFICE is a collaborative corporate office available as cloud service and on-premises solution. It features collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud.
ONLYOFFICE is a collaborative corporate office available as cloud service and on-premises solution. It features collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing ...
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#1 Adobe® Acrobat® alternative: PDFelement is your all-in-one PDF solution. Create, edit, convert, and sign PDF files in a better way.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe Acrobat available on Windows, Mac, iOS, & Android.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. ...
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The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-branded, password-protected online portal with unlimited file storage in the cloud and the ability to send files up to 100 GB in size with clients and co-workers, from any computer or mobile device. ShareFile is the choice for businesses looking to streamline workflows and get better data security.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-bran...
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The first PDF software you will actually like. Smallpdf features 21 PDF tools, 24 languages, and 30 million monthly users.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools. Founded in 2013, Smallpdf provides a simple, secure, and reliable answer to heavy, awkward PDF software. By removing unnecessary features and adding a deep focus on user experience, Smallpdf has become the most-loved PDF software on the planet, serving over 500 million users, 100,000 different companies, in 24 different languages.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools. Founded in 2013, Smallpdf provides a s...
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Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device.
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find out how smart teams use online workspaces to work better together and get the job done. Trusted by UK government and high-performing businesses - big and small.
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find ou...
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Priority Matrix helps managers and executives manage tasks effectively and efficiently across iPad, iPhone, Mac, and Windows.
PRIORITY MATRIX is a powerful, intuitive, and easy to use software suite that helps individuals be more effective at managing their priorities using proven time management methodologies. For individuals, Priority Matrix provides a platform to prioritize tasks and projects to work more effectively. For teams, Priority Matrix provides a means to communicate team priorities, delegate work, track progress, and ultimately, provide more visibility and accountability.
PRIORITY MATRIX is a powerful, intuitive, and easy to use software suite that helps individuals be more effective at managing their priorities using proven time management methodologies. For individual...
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Powerful document management software application that enables you to easily organize and manage all of your documents and information.
M-Files provides a next generation intelligent document management platform that improves business performance by helping people find and use information more effectively. Improve workflow, increase information reuse, eliminate redundancy, securely control content, and avoid conflicts and data loss all in a single, intuitive document management solution that integrates with Windows Explorer. Thousands of organizations in over 100 countries use M-Files for managing their business information nee
M-Files provides a next generation intelligent document management platform that improves business performance by helping people find and use information more effectively. Improve workflow, increase in...
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Quip combines documents, spreadsheets, and chat in one organized experience.
Centralize and organize your team's work, so you can create and communicate in the same place. Create and share documents, manage projects, and stay connected every step of the way. Quip combines documents, spreadsheets, tasks, and chat in one seamless experience. Used by thousands of the most innovative companies in the world including Facebook, NewRelic, Quora, and Pinterest. Available on web, Mac, Windows, Android, and iOS. Get started with Quip for free.
Centralize and organize your team's work, so you can create and communicate in the same place. Create and share documents, manage projects, and stay connected every step of the way. Quip combines docum...
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With GoCanvas you will never have another disconnect or delay, all forms can be accessed on a mobile device or your back end database.
The mobile-base GoCanvas solution helps companies eliminate their paperwork processes and allows them to share documents such as inspections, work orders, invoices, time cards and daily field reports in real-time across the business. Once the forms are submitted, from a back end cloud database, you can visualize all of the information that has been collected, in a way that works for your business so you can make faster, more informed decisions
The mobile-base GoCanvas solution helps companies eliminate their paperwork processes and allows them to share documents such as inspections, work orders, invoices, time cards and daily field reports i...
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Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendari...
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An online file management system that lets you create, store, organize, collaborate and share files securely.
Zoho Docs is an online file storage and management software. Save all your images, videos, files and documents & access them across all devices from anywhere and at anytime. Sync your offline files to the cloud using Zoho Docs Sync. Your data is kept secured and encrypted during transit. Share files, collaborate with your team, manage access permissions, assign tasks and get work done without hassle. You can also preview over 160 different file types without having to download them.
Zoho Docs is an online file storage and management software. Save all your images, videos, files and documents & access them across all devices from anywhere and at anytime. Sync your offline files to...
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iLovepdf Desktop is a smart solution to overcome your everyday document challenges. Optimize, convert and edit your PDF files with ease
iLovepdf Desktop is one solution for all your document needs. It equips you with easy-to-use tools to compress, organize, convert and secure your PDF documents efficiently. Boost your productivity and keep your sensitive data safe processing large volume of files locally on your computer. Forget Internet restrictions and improve the way you work with documents with this toolkit specially designed for corporate use.
iLovepdf Desktop is one solution for all your document needs. It equips you with easy-to-use tools to compress, organize, convert and secure your PDF documents efficiently. Boost your productivity and...
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Evolving beyond the traditional repository, Concord is the only end-to-end document solution built to serve the entire organization.
Concord's cloud-based platform is future-proofing document management. Evolving beyond traditional document storage, Concord's solution empowers organizations to streamline the entire document lifecycle. Users can create and collaborate on documents before they are finalized and stored. With features like version history, workflows, deadlines & alerts, and reporting & analytics, users have everything they need to restore order to documents. Box, Dropbox, and Google integrations are available.
Concord's cloud-based platform is future-proofing document management. Evolving beyond traditional document storage, Concord's solution empowers organizations to streamline the entire document lifecycl...
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Streamline your document authoring, editing, approval, and employee sign-off processes.
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless documentation. Employees access applicable documents effortlessly, reducing wasted time searching for policies & procedures. Attestations of understanding are collected and stored with rapid retrieval during audits.
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless doc...
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Make work easy with MangoApps Content & Knowledge Management Platform - a central place to store, share, find documents.
Make work easy with MangoApps Content & Knowledge Management Platform - a central place to store, share, find documents & other company knowledge. With an intelligent employee platform at its core, MangoApps is designed for & serves organizations with 50-50,000 employees in a broad range of industries from retail, healthcare, manufacturing, not-for-profit, professional services, financial services, media, technology and the public sector.
Make work easy with MangoApps Content & Knowledge Management Platform - a central place to store, share, find documents & other company knowledge. With an intelligent employee platform at its core, Man...
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Asite's Adoddle is a cloud platform for seamless collaboration across disciplines, from concept to completion and beyond.
Asite's Adoddle platform gives everyone involved in construction and facilities projects access to key information regardless of location or device. It enables increased collaborations which results in fewer mistakes, delivering huge time and cost saving. You can store and manage all project data in one central and secure repository. Adoddle is a bespoke platform which allows our clients to fully configure the structure of their content with highly controlled access and rich workflows.
Asite's Adoddle platform gives everyone involved in construction and facilities projects access to key information regardless of location or device. It enables increased collaborations which results in...
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Cloud Based and On-Premises Document Management Software. Securely store and search documents. No 3rd party license needed.
EisenVault Digital Document Management System is VAPT and ISO 27001 Certified. It has a web-based user interface is modern and easy to use, reducing the learning curve. Available as a mobile app for both iOS and Android users, enabling access when you are on the move. Features include multi level workflows, optical character recognition, custom metadata, full text search and more. Integrates with Microsoft Office (including Outlook) and with Gmail.
EisenVault Digital Document Management System is VAPT and ISO 27001 Certified. It has a web-based user interface is modern and easy to use, reducing the learning curve. Available as a mobile app for bo...
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Online cloud-based platform that allows you to quickly create, edit and review PDF files.
Online cloud-based platform that allows you to quickly create, edit and review PDF files.
Online cloud-based platform that allows you to quickly create, edit and review PDF files....
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Free trial, starts at $29/mth. Easily create a smart document (PDF, Word, etc.), merge it with data and deliver wherever you want.
No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the cloud into a PDF, Word doc, Excel spreadsheet, or PowerPoint instantly without lifting a finger. It is simple, just set up a document (or template) in WebMerge, integrate with popular services to send your data to that document, and we'll send you a merged copy. Seamless. Automated. Easy.
No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the...
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  • Compliance Tracking
Web-based storage solution with secure data transfer and iron-clad encryption that keeps your documents safe.
pCloud Business - Secure Cloud Storage Solution for Small Companies - One place to store, sync and collaborate on your business files with your colleagues - 1 TB storage and pCloud Crypto now included for each user in the Business Account - Share your business documents securely with colleagues, partners and clients - Easy to use tools designed to help you control and optimize your workflow You can try pCloud Business - Free for 30 days
pCloud Business - Secure Cloud Storage Solution for Small Companies - One place to store, sync and collaborate on your business files with your colleagues - 1 TB storage and pCloud Crypto now include...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
A modern intranet that enables you to activate your company culture by informing, aligning, engaging and enabling your employees.
OnSemble's comprehensive intranet software and services solution enables you to activate your customer-oriented culture by informing, aligning, engaging and enabling your employees. OnSemble allows you to regularly communicate with all employees, keep employees connected and engaged, align employees with company objectives, and enable employees to share documents and collaborate. We have over 17 years of intranet experience. We'll partner with you to guide you to initial and ongoing success.
OnSemble's comprehensive intranet software and services solution enables you to activate your customer-oriented culture by informing, aligning, engaging and enabling your employees. OnSemble allows you...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
Practice management software built to empower accounting firms to spend more time helping their clients succeed.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and create a connected client experience using our suite of features including workflow, document...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
Neat is document digitization solution that enhances the productivity of small businesses by automating their bookkeeping activities.
Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able to organize and retain their documentation data in a digital format for business and income tax purposes, transmit it to accounting, contact management and marketing automation platforms, leverage analysis tools to monitor the health of their business and create Expense Reports for reimbursement.
Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
SmartVault makes it easy to collect, manage, & share documents with a single, integrated document management & client portal solution.
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks.
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secu...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
Plagiarism detection solution that helps users scan, compare and analyse the content through artificial intelligence & machine learning
Detect plagiarism, paraphrased content, and non-verbatim text in 100+ languages. Go beyond checking word-for-word plagiarism and identify if the meaning of the text is plagiarized using Artificial Intelligence and Machine Learning technology. Features: Open-Source API, Integrations with LMSs, MS-Word, and Google Docs, Cloud computing and storage, Military-grade 256-bit encryption for Data Safety, In-Depth Search Technology, Duplicate file finder tool, Mobile App with OCR Technology
Detect plagiarism, paraphrased content, and non-verbatim text in 100+ languages. Go beyond checking word-for-word plagiarism and identify if the meaning of the text is plagiarized using Artificial Inte...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
Converts CSV/Excel/PDF/QIF/OFX/QFX files with transactions to format your accounting software needs (like QBO format for Quickbooks).
Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accounting, LessAccounting, MS Money and others.
Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accoun...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking
Automate the process of collecting information and documents from your clients with our simple and secure interface.
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today!
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. All you have to do is create and send a FileInvite...
  • Collaboration Tools
  • Version Control
  • Document Archiving
  • Document Assembly
  • Electronic Signature
  • Compliance Tracking

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.