The 20 best document management software of 2023 (free and paid)
After delving into the importance of Document Management in the previous article, where we also talked about the steps to automate this process, we now bring you a list of the 20 best document management software in this article.
WHAT IS DOCUMENT MANAGEMENT SOFTWARE?
Document management software is a computer tool designed to optimize the organization, storage, and retrieval of documents and digital files within an organization. Its main objective is to streamline the creation, classification and management of documents, thus improving processes related to information management.
These applications allow businesses to efficiently manage large amounts of documents, ensuring quick and accurate access to information when needed. In addition, they often include features such as version control, modification tracking, workflow processes, and permissions management, all of which contribute to maintaining the security and integrity of documents.
In addition, document management software often integrates with other tools and systems used within the organization, such as email applications, office suites, and enterprise resource planning (ERP) systems. This facilitates collaboration between different departments and teams, promoting a more efficient workflow. This improvement contributes to enhancing the company's performance, just like project management software and marketing and sales software.
In summary, document management software is a technological solution that provides organizations with the necessary tools to effectively and efficiently manage their flow of documents and digital files, resulting in a substantial improvement in productivity, security, and regulatory compliance for the company.
ADVANTAGES OF USING A DOCUMENT MANAGEMENT SYSTEM
Efficient Organization
A document management system makes it possible to classify and organize digital documents and files in a structured way. This makes it easy to locate them and quickly access them when needed. Instead of searching through physical folders or through multiple files, users can find what they need more efficiently.
Time Saving
By reducing the time spent searching for and retrieving documents, productivity is increased and internal processes are streamlined. Employees can spend less time searching for information and more time on productive tasks.
Reduction of Physical Space
Digitizing documents and files eliminates the need for physical storage space. This can result in significant savings on storage costs and free up office space that can be used more effectively.
Security and Access Control
Document management systems often offer security features, such as permission control and protection against unauthorized access. This ensures the confidentiality and integrity of the information stored in the documents.
Regulatory Compliance
Helps ensure that the organization complies with relevant regulations and standards regarding document management and retention. Complying with these regulations is essential to avoid penalties and fines that could arise from non-compliance with the regulations.
Version Control
A document management system allows you to keep track of the different versions of a document. This makes it easier to track changes and collaborate as a team, as users can view and revert to previous versions if needed.
Automated Workflows
Facilitates the creation and tracking of automated processes for document review, approval, and distribution. This streamlines internal procedures by eliminating the need for manual processes that can be prone to errors and delays.
Collaboration & Sharing
Enables collaboration between different departments and teams by enabling shared access and collaborative editing of documents. This promotes a more collaborative and efficient work environment.
Integration with Other Tools
It can integrate with other applications used in the organization, such as email, office suites, and business management systems (ERP). This integration improves operational efficiency by allowing for a smooth transition from one tool to another.
Audit History
Provides a detailed record of document-related activities. This facilitates internal auditing and change tracking, which is essential to ensure transparency and accountability in the organization's document and file management.
CRITERIA FOR EVALUATING DOCUMENT MANAGEMENT SOFTWARE
Document Capture
This component allows you to take physical documents and convert them into digital format. This can be done by scanning paper documents, importing digital files, or even receiving documents via email.
Secure Storage
It offers a secure and organized system for storing documents centrally. This includes security measures such as data encryption, access control, and implementing regular backups to prevent information loss.
Indexing and classification
Allows you to tag and categorize documents efficiently. This makes it easier to find and retrieve specific documents in the future. Documents are organized according to predefined criteria, making them easy to locate.
Advanced Search
Provides advanced search tools that allow you to quickly find documents using keywords, metadata, and filters. This makes it faster to locate the information that is needed in large data sets.
Versioning
Allows you to maintain a version history of documents. This makes it easy to track changes made to a document over time and allows for retrieval of previous versions if needed.
Access control
Provides mechanisms to manage who can access and edit documents. This ensures the security and privacy of information by limiting access to only those who are authorized.
Workflows
Enables the automation of processes and workflows related to document management. This can include document approvals, reviews, and distributions, streamlining and standardizing internal procedures.
Audit & Follow-up
Record the actions taken on the documents. This provides a detailed record of who accessed a document, what changes were made, and when. Assists in monitoring and compliance with regulations.
Collaboration
Facilitates collaboration between users by enabling real-time editing and commenting on documents. This fosters a more collaborative and efficient work environment.
Integration
It must be compatible with other tools and systems used in the organization, such as email systems, CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), among others. This makes it easier to integrate and transfer information between different platforms.
Regulatory compliance
You must comply with industry and country-specific regulations and standards to ensure data security and privacy. This is crucial to avoid potential penalties or fines for non-compliance with regulations.
Scalability
It must be able to grow along with the needs of the organization. This involves the ability to add more documents and users as needed without compromising the efficiency of the system.
Usability
It should have an intuitive, easy-to-use interface that doesn't require extensive training. This facilitates the adoption and effective use of the system by users.
Reporting and analytics
You should provide tools to generate reports on the usage and efficiency of the document management system. This allows the organization to evaluate its performance and make improvements if necessary.
Customization
Allows you to adapt the software to the specific needs of the organization. This includes the ability to create custom metadata and configure specific workflows to meet unique business requirements.
Here is a list of 20 document management software:
1. Microsoft SharePoint
Requires a subscription to Microsoft 365 or SharePoint Online.
Is a web-based collaboration platform developed by Microsoft. It integrates with Microsoft Office and is used for content management, document storage, team collaboration, and workflow automation. Here are some key features and aspects of Microsoft SharePoint:
Document Management: SharePoint provides a centralized location for storing and managing documents. It allows users to upload, edit, version, and share documents securely.
Team Collaboration: Teams can create SharePoint sites to collaborate on projects, share information, and work together on documents in real-time. Each site can have its own document libraries, lists, and calendars.
Content Management: SharePoint offers robust content management capabilities, including document check-in/check-out, versioning, and approval workflows. This ensures that content is managed effectively throughout its lifecycle.
Integration with Microsoft Office: SharePoint seamlessly integrates with other Microsoft Office applications like Word, Excel, PowerPoint, and Outlook. This allows for easy editing and saving of documents directly in SharePoint.
Workflows and Automation: SharePoint includes workflow capabilities to automate business processes. Users can create custom workflows to manage approvals, notifications, and other tasks.
Customizable Dashboards and Web Parts: Users can customize SharePoint sites with web parts to display specific content, such as calendars, task lists, news feeds, and more. This allows for tailored experiences based on team or project needs.
Search and Discovery: SharePoint's powerful search functionality enables users to find content quickly and efficiently. It supports keyword search, metadata-based search, and custom search filters.
Security and Permissions: SharePoint offers granular control over permissions, allowing administrators to assign specific access rights to individuals or groups. This ensures that sensitive information is protected.
Business Intelligence Integration: It allows for the integration of Power BI for data visualization and reporting. This enables users to create interactive reports and dashboards.
Mobile Accessibility: SharePoint is accessible on mobile devices, enabling users to access, edit, and share documents while on the go.
Compliance and Records Management: SharePoint provides features for managing compliance and records retention. This includes capabilities for managing legal holds, auditing, and document retention policies.
Hybrid Deployment: Organizations can choose to deploy SharePoint either in the cloud (SharePoint Online) or on-premises (SharePoint Server). Hybrid deployments allow for a combination of both.
2. Google Workspace (Google Drive)
It offers a free version with limited storage.
Google Drive is a cloud-based file storage and synchronization service developed by Google. It allows users to store, access, and share files from any device with an internet connection. Here are some key features and aspects of Google Drive:
File Storage and Organization: Google Drive provides users with a secure cloud-based storage space where they can store documents, images, videos, and other types of files.
Collaborative Editing: It includes a suite of productivity tools such as Google Docs, Sheets, and Slides, which allow multiple users to collaborate on documents in real-time. Changes are automatically saved to the cloud.
Accessibility: Files stored on Google Drive can be accessed from any device with internet access, including desktop computers, laptops, tablets, and smartphones. Additionally, users can access their files offline by enabling the offline mode.
File Synchronization: Google Drive offers automatic synchronization across devices. When a file is added or edited on one device, it is automatically updated on all other devices linked to the same Google account.
Sharing and Permissions: Users can easily share files and folders with others by providing them with a link or sending an invitation via email. Access permissions can be set to view, edit, or comment on documents.
Version History: Google Drive keeps a history of all changes made to a document, allowing users to view and restore previous versions.
Search and Discovery: It offers a powerful search feature that allows users to find files quickly by using keywords, file type, owner, and more.
Integration with Other Google Services: Google Drive is seamlessly integrated with other Google services, such as Gmail, Google Photos, and Google Workspace (formerly G Suite), providing a unified experience for users.
Security and Encryption: Google Drive uses encryption to protect the privacy and security of user data. It also includes features like two-factor authentication and advanced sharing controls.
File Preview: Users can preview many types of files directly in Google Drive without having to download them. This includes documents, images, videos, and more.
Mobile Apps: Google Drive offers mobile apps for both Android and iOS devices, allowing users to access and manage their files on the go.
Collaboration with Non-Google Users: Users can collaborate with individuals who do not have Google accounts by sharing files with them and setting permissions accordingly.
3. DocuWare
It is a subscription-based payment solution with multiple plans and options.
DocuWare is a document management and workflow automation platform designed to streamline business processes by digitizing and organizing documents. Here are some key features and aspects of DocuWare:
Document Capture: DocuWare allows users to capture documents from various sources, including scanners, emails, and digital files. This ensures that paper-based and digital documents can be easily integrated into the system.
Document Indexing and Classification: The platform provides tools for indexing and categorizing documents. This allows for efficient search and retrieval based on criteria like document type, date, and keywords.
Document Storage and Organization: DocuWare offers a centralized repository for storing documents securely in a digital format. Documents can be organized into folders and categories for easy access.
Workflow Automation: It enables the creation of automated workflows to streamline business processes. Workflows can be designed to route documents for approvals, notifications, and other actions based on predefined criteria.
Version Control: DocuWare maintains a version history for documents, allowing users to track changes and revert to previous versions if needed.
Access Control and Permissions: The platform provides granular control over who can access, view, edit, and delete documents. This helps maintain data security and compliance.
Mobile Accessibility: Users can access DocuWare from mobile devices, allowing them to work on documents and workflows while on the go.
Integration with Business Applications: DocuWare can integrate with other business applications, such as CRM systems, ERP software, and email platforms. This ensures seamless information flow across the organization.
Document Retrieval and Search: DocuWare offers powerful search capabilities, allowing users to quickly locate documents using keywords, metadata, and other search criteria.
Document Annotations and Comments: Users can add annotations, comments, and stamps to documents, facilitating collaboration and providing additional context.
Audit Trail and Compliance: DocuWare maintains a detailed audit trail of all document-related activities. This helps organizations meet compliance requirements and provides transparency in document management.
Reporting and Analytics: The platform offers reporting features to track document usage, workflow efficiency, and other key metrics. This data can be used to make informed decisions about process improvements.
Cloud and On-Premises Deployment: DocuWare can be deployed in the cloud or on-premises, providing flexibility to suit different organizational needs and preferences.
4. M-Files
Offers subscription-based pricing plans.
M-Files is a document management solution designed to help businesses organize, manage, and track their documents and information. Here are some key features and aspects of M-Files:
Metadata-Driven Approach: One of M-Files' distinguishing features is its metadata-driven approach. Instead of relying solely on folder structures, documents are tagged with metadata, making them easier to categorize, search, and retrieve.
Version Control: M-Files keeps track of document versions, ensuring that users are always working with the latest and most up-to-date version of a document.
Document Capture and Scanning: It allows users to capture documents from various sources, including scanners and emails, and automatically index them for easy retrieval.
Workflow Automation: M-Files enables the creation of automated workflows to streamline business processes. This includes routing documents for approval, notification triggers, and task assignments.
Access Control and Permissions: The platform offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Search and Retrieval: M-Files provides powerful search capabilities, allowing users to quickly locate documents using metadata, keywords, and other search criteria.
Integration with Existing Systems: It seamlessly integrates with other business applications such as CRM, ERP, and email platforms, facilitating a unified information flow across the organization.
Mobile Accessibility: Users can access M-Files from mobile devices, allowing them to work on documents and workflows while on the go.
Content Collaboration: M-Files enables team collaboration by allowing multiple users to access, edit, and comment on documents simultaneously.
Document Lifecycle Management: It supports the entire document lifecycle, from creation and approval to archiving and disposal, ensuring compliance with records management regulations.
Compliance and Audit Trail: M-Files maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Cloud and On-Premises Deployment: M-Files can be deployed in the cloud or on-premises, providing flexibility to suit different organizational needs and preferences.
Reporting and Analytics: The platform offers reporting features to track document usage, workflow efficiency, and other key metrics. This data can be used for process optimization and decision-making.
5. Alfresco
It has a paid version with advanced features and support
Alfresco is an open-source content management platform designed to facilitate document and process management within organizations. Here are some key features and aspects of Alfresco:
Document Management: Alfresco provides a centralized repository for storing and organizing documents in various formats, including text files, images, videos, and more.
Collaboration and Workflow: It offers tools for team collaboration and workflow automation, allowing users to work together on documents, manage approvals, and streamline business processes.
Content Search and Retrieval: Alfresco includes a powerful search engine that enables users to quickly locate documents based on keywords, metadata, and content within the documents.
Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest iteration.
Integration Capabilities: Alfresco can integrate with other business applications and systems, such as CRM, ERP, and email platforms, to facilitate seamless information flow across the organization.
Records Management: It supports the management and retention of records in compliance with regulatory requirements and industry standards.
Access Control and Permissions: Alfresco offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Mobile Accessibility: Users can access Alfresco from mobile devices, allowing them to work on documents and workflows while on the go.
Content Governance: The platform provides tools for defining and enforcing content governance policies, ensuring that documents are managed and maintained appropriately.
Compliance and Audit Trail: Alfresco maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Content Transformation and Rendering: It includes capabilities to transform and render content into different formats for viewing and sharing.
Content Migration: Alfresco supports the migration of content from legacy systems or other platforms into its repository.
Cloud and On-Premises Deployment: Alfresco can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
6. OpenText Documentum
It is a business payment solution with extensive functionalities.
OpenText Documentum is an enterprise content management platform designed to manage the creation, capture, indexing, storage, retrieval, and disposal of documents and records in a secure and compliant manner. Here are some key features and aspects of OpenText Documentum:
Document Management: OpenText Documentum serves as a centralized repository for storing and organizing documents and content in various formats.
Records Management: It provides comprehensive records management capabilities to ensure compliance with regulatory requirements and industry standards for document retention and disposition.
Workflow Automation: The platform enables the creation of automated workflows to streamline business processes, including document approvals, notifications, and task assignments.
Version Control: OpenText Documentum keeps track of document versions, allowing users to revert to previous versions if needed and ensuring that everyone is working with the latest iteration.
Access Control and Permissions: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Metadata and Taxonomy: OpenText Documentum allows for the assignment of metadata and the creation of taxonomies to facilitate efficient search and retrieval of documents.
Content Search and Retrieval: The platform provides robust search capabilities, allowing users to quickly locate documents based on keywords, metadata, and content within the documents.
Integration Capabilities: OpenText Documentum can integrate with other business applications and systems, such as CRM, ERP, and email platforms, to facilitate seamless information flow across the organization.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Content Transformation and Rendering: OpenText Documentum includes capabilities to transform and render content into different formats for viewing and sharing.
Content Lifecycle Management: The platform supports the entire content lifecycle, from creation and approval to archiving and disposal, ensuring compliance with records management regulations.
Mobile Accessibility: Users can access OpenText Documentum from mobile devices, allowing them to work on documents and workflows while on the go.
Cloud and On-Premises Deployment: OpenText Documentum can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
7. FileHold
Requires a paid subscription based on the number of users.
FileHold is a document management software designed to help organizations organize, secure, and manage their digital documents and records. Here are some key features and aspects of FileHold:
Document Capture and Import: FileHold allows users to capture and import documents from various sources, including scanners, emails, and digital files. This ensures that both paper-based and digital documents can be easily integrated into the system.
Document Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest and most up-to-date version of a document.
Document Search and Retrieval: FileHold provides powerful search capabilities, allowing users to quickly locate documents using keywords, metadata, and content within the documents.
Document Security and Access Control: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Workflow Automation: FileHold enables the creation of automated workflows to streamline business processes. This includes routing documents for approval, notification triggers, and task assignments.
Metadata and Tagging: The platform allows for the assignment of metadata and tags to documents, making it easier to categorize, search, and retrieve files.
Integration Capabilities: FileHold can integrate with other business applications and systems, facilitating a unified information flow across the organization.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Retention and Disposition: FileHold supports records management by allowing organizations to define retention policies for documents, ensuring compliance with regulatory requirements.
Document Annotations and Comments: Users can add annotations, comments, and stamps to documents, facilitating collaboration and providing additional context.
Mobile Accessibility: FileHold offers mobile apps for both Android and iOS devices, allowing users to access and manage their files on the go.
Content Transformation and Rendering: It includes capabilities to transform and render content into different formats for viewing and sharing.
Cloud and On-Premises Deployment: FileHold can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
It offers a free version with basic functionalities and another pro version with advanced functions
Works with any web app or desktop: Our platform seamlessly works in any cloud web applications or desktop.
Image and text customization: Users could personalize their guide through extensive customization options, including modifying images, fonts, styles, and text to align with their brand and needs.
Share your guides via link: Users can effortlessly share their created guides by shareable links. This facilitates easy distribution and access for collaborators or to share with clients with ease ny email or regular chat.
Export as PDF: Users have the convenience of exporting their guides into PDF format.
Embed in other tools: Our platform supports seamless embedding into various third-party tools and platforms like Notion, ClickUp, Sharepoint and more. Users can display their guides directly within these platforms for easy reference and accessibility.
Multiple languages: Our platform allows you to create guides in English, Spanish or German (if you need other language please let us know).
Custom branding on PDFs: Pro users have the ability to add their own company logo. This ensures a professional and consistent brand representation in all guides.
Export HTML for Gmail, Confluence, Notion, etc.: Our platform allows users to export content in HTML format optimized for various platforms such as Gmail, Confluence, Notion, and more. This feature ensures that the exported content retains its original formatting and layout when pasted into these platforms.
Blur sensitive information: Users can apply blurring tool to obscure sensitive or confidential information within their guides ensuring privacy.
Priority support: Pro users receive expedited assistance, and even faster response times from the customer support team. This ensures that their issues or queries are addressed promptly and efficiently.
9.Dokmee
It offers different pricing plans depending on the needs of the organization.
Dokmee is a document management software designed to assist organizations in digitizing, organizing, and managing their documents and files. Here are some key features and aspects of Dokmee:
Document Capture and Import: Dokmee allows users to capture and import documents from various sources, including scanners, emails, and digital files. This ensures that both physical and digital documents can be easily integrated into the system.
Document Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest and most up-to-date version of a document.
Document Search and Retrieval: Dokmee provides robust search capabilities, allowing users to quickly locate documents using keywords, metadata, and content within the documents.
Document Security and Access Control: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Workflow Automation: Dokmee enables the creation of automated workflows to streamline business processes. This includes routing documents for approval, notification triggers, and task assignments.
Metadata and Tagging: The platform allows for the assignment of metadata and tags to documents, making it easier to categorize, search, and retrieve files.
Integration Capabilities: Dokmee can integrate with other business applications and systems, facilitating a unified information flow across the organization.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Retention and Disposition: Dokmee supports records management by allowing organizations to define retention policies for documents, ensuring compliance with regulatory requirements.
Document Annotations and Comments: Users can add annotations, comments, and stamps to documents, facilitating collaboration and providing additional context.
Mobile Accessibility: Dokmee offers mobile apps for both Android and iOS devices, allowing users to access and manage their files on the go.
Content Transformation and Rendering: It includes capabilities to transform and render content into different formats for viewing and sharing.
Cloud and On-Premises Deployment: Dokmee can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
10.OnBase by Hyland
It is an enterprise content management software with associated cost.
OnBase by Hyland is an enterprise content management (ECM) and business process automation platform designed to help organizations manage their documents, content, and business processes efficiently. Here are some key features and aspects of OnBase:
Document Management: OnBase provides a centralized repository for storing and organizing documents and content in various formats, including text files, images, videos, and more.
Workflow Automation: It enables the creation of automated workflows to streamline business processes, including document approvals, notifications, and task assignments.
Business Process Management (BPM): OnBase offers tools for modeling, executing, and optimizing business processes, allowing organizations to automate and streamline their operations.
Content Capture: The platform includes capabilities for capturing documents and data from various sources, such as scanners, emails, and web forms, and automatically indexing them for easy retrieval.
Integration Capabilities: OnBase can integrate with other business applications and systems, facilitating a unified information flow across the organization. This includes ERP, CRM, and other line-of-business applications.
Electronic Forms: It allows for the creation and management of electronic forms, which can be used for data capture, approvals, and other business processes.
Case Management: OnBase offers tools for managing cases, incidents, and work items, providing a comprehensive view of related documents and processes.
Access Control and Permissions: The platform offers granular control over who can access, view, edit, and delete documents and content, ensuring data security and compliance with regulations.
Document Search and Retrieval: OnBase provides powerful search capabilities, allowing users to quickly locate documents using keywords, metadata, and content within the documents.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Mobile Accessibility: Users can access OnBase from mobile devices, allowing them to work on documents and workflows while on the go.
Content Transformation and Rendering: It includes capabilities to transform and render content into different formats for viewing and sharing.
Cloud and On-Premises Deployment: OnBase can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
11. Docusign
Requires a paid subscription to access full functionality.
DocuSign is a cloud-based electronic signature and digital transaction management platform. It allows individuals and businesses to securely sign, send, and manage documents digitally. Here are some key features and aspects of DocuSign:
Electronic Signature: DocuSign enables users to sign documents electronically, eliminating the need for physical signatures. This speeds up the document signing process and enhances convenience.
Document Management: The platform provides a secure repository for storing, organizing, and managing documents. It also allows for easy access and retrieval of documents.
Workflow Automation: DocuSign offers tools for creating automated workflows, allowing users to route documents for signatures, approvals, and other actions in a streamlined manner.
Document Templates: Users can create reusable templates for common documents, saving time and ensuring consistency in document creation.
Integration Capabilities: DocuSign can integrate with various business applications and systems, such as CRM, ERP, and cloud storage platforms, to streamline document workflows and processes.
Mobile Accessibility: DocuSign offers mobile apps for both Android and iOS devices, allowing users to sign and manage documents on the go.
Authentication and Security: The platform employs robust security measures to ensure the integrity and confidentiality of documents. It offers multi-factor authentication and encryption for added security.
Audit Trail and Compliance: DocuSign maintains a detailed audit trail of all document-related activities, providing transparency and accountability. This is crucial for compliance with legal and regulatory requirements.
Reminders and Notifications: Users can set reminders and receive notifications for pending signatures and document actions, ensuring timely completion of transactions.
Document Analytics: DocuSign provides insights into document status and progress, allowing users to track the status of documents and identify any bottlenecks in the process.
Advanced Signing Options: It offers various signing options, including in-person signing, remote signing, and bulk signing, to accommodate different use cases.
Global Reach: DocuSign is available in multiple languages and complies with legal and regulatory standards in various countries, making it suitable for international transactions.
Templates and Branding: Users can customize document templates with their branding, ensuring a professional and consistent look for all communications.
12. Evernote Business
It offers a free version with basic functionalities and storage limitations.
Evernote Business is a productivity and collaboration platform designed for businesses and teams to capture, organize, and share information and documents. Here are some key features and aspects of Evernote Business:
Note-taking and Organization: Evernote Business provides a digital workspace for users to take notes, create checklists, and store various types of content, including text, images, web clips, and documents.
Document Storage and Management: It serves as a centralized repository for storing and organizing documents, making it easy for team members to access and collaborate on shared content.
Tagging and Categorization: Evernote allows users to apply tags and labels to notes and documents, enabling efficient categorization and search functionality.
Search and Retrieval: The platform offers powerful search capabilities, allowing users to quickly locate specific notes, documents, or information within their Evernote database.
Note Sharing and Collaboration: Users can share notes and collaborate in real-time with team members, enabling seamless teamwork and knowledge sharing.
Access Control and Permissions: Evernote Business offers granular control over who can access and edit notes, ensuring data security and privacy.
Offline Access: Users can access their notes and documents even without an internet connection, providing flexibility for remote work situations.
Integration Capabilities: Evernote Business can integrate with other business applications and tools, such as project management software and productivity apps, to enhance workflow efficiency.
Content Annotation: It allows users to annotate images and PDFs directly within Evernote, making it easy to provide feedback and collaborate on visual content.
Document Scanning: Evernote's mobile app offers a document scanning feature, allowing users to capture and digitize physical documents for easy storage and organization.
Presentation Mode: Users can create dynamic presentations using their Evernote notes, making it a versatile tool for sharing information in meetings and presentations.
Security and Compliance: Evernote Business offers features like two-factor authentication, encryption, and compliance with industry security standards to protect sensitive information.
Activity History and Auditing: Evernote Business keeps a record of activities within the platform, providing an audit trail for accountability and compliance purposes.
13. Zoho Docs
It offers a free version with limited storage and basic collaboration features.
Zoho Docs is a cloud-based document management and collaboration platform developed by Zoho Corporation. It is designed to help individuals and businesses create, store, share, and collaborate on documents, spreadsheets, presentations, and other types of files. Here are some key features and aspects of Zoho Docs:
Document Creation and Editing: Zoho Docs provides a suite of online applications for creating and editing documents, spreadsheets, and presentations. Users can work on files in real-time, facilitating collaborative work.
File Storage and Organization: It offers cloud storage for users to securely store and organize their files, making them accessible from any device with an internet connection.
File Sharing and Collaboration: Zoho Docs allows users to share files with team members, clients, or external partners. Collaboration features include comments, annotations, and version history tracking.
Document Version Control: The platform maintains a history of document versions, enabling users to track changes and revert to previous versions if needed.
Offline Access: Users can sync files for offline access, allowing them to work on documents even without an internet connection.
Access Control and Permissions: Zoho Docs offers granular control over who can access, view, edit, and share files, ensuring data security and privacy.
Search and Retrieval: The platform provides powerful search capabilities, allowing users to quickly locate specific files or content within their Zoho Docs account.
Integration Capabilities: Zoho Docs can integrate with other Zoho applications, as well as third-party tools such as Google Workspace, Microsoft Office, and Dropbox, to enhance productivity and workflow efficiency.
Document Templates: Users have access to a library of pre-designed document templates, making it easier to create professional-looking documents.
Mobile Accessibility: Zoho Docs offers mobile apps for both Android and iOS devices, allowing users to access and edit their files on the go.
Task Management: Users can create tasks related to specific documents, helping to track progress and manage deadlines.
Security and Compliance: Zoho Docs employs encryption, access controls, and compliance with industry security standards to protect sensitive information.
Activity Tracking and Reporting: Zoho Docs provides insights into document activity, allowing users to monitor who has accessed, edited, and shared files.
14. Nuxeo
It is an enterprise content management platform with paid subscription options.
Nuxeo is an open-source content management platform designed to help organizations manage their digital assets, documents, and content. Here are some key features and aspects of Nuxeo:
Content Repository: Nuxeo provides a centralized repository for storing and organizing various types of digital content, including documents, images, videos, and more.
Metadata Management: It allows users to define and assign metadata to content, making it easier to categorize, search, and retrieve files.
Workflow Automation: Nuxeo enables the creation of automated workflows to streamline business processes, such as document approvals, notifications, and task assignments.
Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest iteration.
Search and Retrieval: Nuxeo offers robust search capabilities, allowing users to quickly locate specific content based on keywords, metadata, and content within the documents.
Digital Asset Management (DAM): It provides features for managing and organizing digital assets, making it particularly useful for industries like media and entertainment.
Access Control and Permissions: Nuxeo offers granular control over who can access, view, edit, and delete content, ensuring data security and compliance with regulations.
Content Transformation and Rendering: It includes capabilities to transform and render content into different formats for viewing and sharing.
Integration Capabilities: Nuxeo can integrate with other business applications and systems, facilitating a unified information flow across the organization.
Content Synchronization: Users can synchronize content across different platforms and devices, ensuring consistency and accessibility.
AI and Machine Learning Capabilities: Nuxeo offers AI-powered features like content enrichment, auto-tagging, and intelligent search to enhance content management.
Compliance and Audit Trail: It maintains a detailed audit trail of all content-related activities, helping organizations meet compliance requirements and providing transparency in content management.
Cloud and On-Premises Deployment: Nuxeo can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
15. ELO Digital Office
It is a document management software with pricing options.
ELO Digital Office is a comprehensive enterprise content management (ECM) and document management software designed to help organizations manage their digital documents, records, and content efficiently. Here are some key features and aspects of ELO Digital Office:
Document Management: ELO provides a centralized repository for storing, organizing, and managing documents, allowing for easy access and retrieval.
Workflow Automation: It enables the creation of automated workflows to streamline business processes, including document approvals, notifications, and task assignments.
Records Management: ELO offers comprehensive records management capabilities to ensure compliance with regulatory requirements for document retention and disposition.
Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest and most up-to-date version of a document.
Search and Retrieval: ELO provides robust search capabilities, allowing users to quickly locate specific documents based on keywords, metadata, and content within the documents.
Access Control and Permissions: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Content Integration: ELO can integrate with other business applications and systems, such as CRM, ERP, and email platforms, to facilitate seamless information flow across the organization.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Mobile Accessibility: Users can access ELO from mobile devices, allowing them to work on documents and workflows while on the go.
Content Transformation and Rendering: ELO includes capabilities to transform and render content into different formats for viewing and sharing.
Content Annotation and Collaboration: Users can add annotations, comments, and stamps to documents, facilitating collaboration and providing additional context.
Electronic Signatures: ELO supports electronic signatures, allowing for secure and legally binding document approvals and signatures.
Cloud and On-Premises Deployment: ELO can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
16. Box
It has a free version with storage limitations and advanced features.
Box is a cloud-based content management and collaboration platform that enables organizations to securely store, manage, and share files and documents. Here are some key features and aspects of Box:
File Storage and Management: Box provides a centralized cloud storage solution for businesses to store and organize their files, making them easily accessible from any device with an internet connection.
Collaboration and Sharing: It facilitates seamless collaboration by allowing users to share files, folders, and documents with team members, clients, or external partners. Collaboration features include real-time editing, commenting, and version history tracking.
Content Security: Box employs robust security measures, including encryption, access controls, and identity management, to ensure the confidentiality and integrity of stored files.
Workflow Automation: The platform offers tools for automating business processes, such as document approvals, notifications, and task assignments, to streamline operations.
Integration Capabilities: Box can integrate with a wide range of business applications and tools, including productivity suites like Microsoft Office and Google Workspace, to enhance productivity and workflow efficiency.
Content Governance and Compliance: Box provides features for enforcing data retention policies, compliance with industry regulations, and eDiscovery capabilities for legal and compliance purposes.
Mobile Accessibility: Users can access and work on their files through Box's mobile apps for Android and iOS devices, allowing for productivity on the go.
Content Preview and Annotation: Box allows users to preview files directly within the platform and add annotations, comments, and markups, facilitating collaboration and feedback.
Task Management: Users can create and assign tasks related to specific files or folders, helping to track progress and manage deadlines.
Content Search and Retrieval: Box offers robust search capabilities, enabling users to quickly locate specific files or content based on keywords, metadata, and content within documents.
File Version History: The platform maintains a history of file versions, allowing users to track changes and revert to previous versions if needed.
Customization and Branding: Box can be customized with company branding, providing a professional and consistent look for all communications and interactions.
Activity Tracking and Reporting: Box provides insights into file activity, allowing users to monitor who has accessed, edited, and shared files.
17. Deltagon
It is a document security solution with associated costs.
Deltagon is a Finnish software company that specializes in secure messaging and information protection solutions. Here are some key features and aspects of Deltagon's software offerings:
Secure Messaging: Deltagon provides secure communication solutions that allow organizations to send sensitive information and messages in a protected and encrypted manner.
Email Encryption: The company offers email encryption solutions to safeguard the content of emails and ensure that only authorized recipients can access the information.
File Encryption: Deltagon's software allows for the encryption of files and documents, ensuring that confidential data remains protected during storage and transit.
Digital Signatures: The software enables the application of digital signatures to documents, providing a way to verify the authenticity and integrity of the content.
Data Loss Prevention (DLP): Deltagon's solutions include features to prevent unauthorized sharing or leakage of sensitive information, helping organizations maintain data security and compliance.
Secure Mobile Communication: The software supports secure messaging and file sharing on mobile devices, ensuring that confidential information remains protected even when accessed from smartphones or tablets.
Authentication and Access Control: Deltagon's solutions often include mechanisms for user authentication and access controls to ensure that only authorized individuals can access sensitive data.
Compliance and Regulatory Support: The software is designed to help organizations meet regulatory requirements and compliance standards related to data protection and privacy.
Integration Capabilities: Deltagon's solutions can often integrate with existing email platforms, document management systems, and other business applications to provide a seamless user experience.
User-Friendly Interface: The software typically features an intuitive and user-friendly interface, making it easy for employees to adopt and use the security features effectively.
Audit Trail and Reporting: Deltagon's solutions often provide detailed logs and reports of user activities, aiding in compliance efforts and providing transparency into how sensitive data is being handled.
Data Classification: Some of Deltagon's solutions include tools for classifying data based on its sensitivity level, ensuring that appropriate security measures are applied to different types of information.
Customization and Scalability: The software solutions are often customizable to meet specific organizational needs and can scale to accommodate the size and requirements of different businesses.
18. LogicalDOC
It is a free and open source version with basic document management functionalities.
LogicalDOC is a document management system (DMS) designed to help organizations efficiently capture, organize, and manage their digital documents and content. Here are some key features and aspects of LogicalDOC:
Document Repository: LogicalDOC provides a centralized repository for storing and organizing documents, making it easy for users to access and manage their files.
Metadata Management: It allows users to assign metadata to documents, facilitating efficient categorization, search, and retrieval.
Workflow Automation: LogicalDOC enables the creation of automated workflows to streamline business processes, including document approvals, notifications, and task assignments.
Version Control: The platform maintains a record of document versions, ensuring that users are always working with the latest iteration.
Search and Retrieval: LogicalDOC offers robust search capabilities, allowing users to quickly locate specific documents based on keywords, metadata, and content within the documents.
Access Control and Permissions: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Integration Capabilities: LogicalDOC can integrate with other business applications and systems, facilitating a unified information flow across the organization.
Compliance and Audit Trail: It maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Content Transformation and Rendering: LogicalDOC includes capabilities to transform and render content into different formats for viewing and sharing.
Content Annotation and Collaboration: Users can add annotations, comments, and stamps to documents, facilitating collaboration and feedback.
Electronic Signatures: LogicalDOC supports electronic signatures, allowing for secure and legally binding document approvals and signatures.
Mobile Accessibility: Users can access and work on their documents through LogicalDOC's mobile apps for Android and iOS devices, allowing for productivity on the go.
Cloud and On-Premises Deployment: LogicalDOC can be deployed in various environments, including on-premises servers or cloud-based infrastructure.
19.DocStar ECM
Offers document management solutions with rates according to the organization's requirements.
DocStar ECM is an enterprise content management system designed to help organizations manage their documents and information efficiently. Here are some key features and aspects of DocStar ECM:
Document Capture and Scanning: DocStar ECM allows users to capture and digitize documents from various sources, including scanners, mobile devices, and email attachments.
Document Storage and Organization: The platform provides a centralized repository for storing and organizing documents, making them easily accessible for authorized users.
Workflow Automation: DocStar ECM enables the creation of automated workflows to streamline business processes, such as document approvals, notifications, and task assignments.
Version Control: The platform keeps track of document versions, ensuring that users are always working with the latest and most up-to-date version of a document.
Search and Retrieval: DocStar ECM offers powerful search capabilities, allowing users to quickly locate specific documents based on keywords, metadata, and content within the documents.
Access Control and Permissions: It offers granular control over who can access, view, edit, and delete documents, ensuring data security and compliance with regulations.
Integration Capabilities: DocStar ECM can integrate with other business applications and systems, facilitating a unified information flow across the organization.
Compliance and Regulatory Support: The platform provides features for enforcing data retention policies, compliance with industry regulations, and eDiscovery capabilities for legal and compliance purposes.
Mobile Accessibility: Users can access and work on their documents through DocStar ECM's mobile apps for Android and iOS devices, allowing for productivity on the go.
Content Annotation and Collaboration: Users can add annotations, comments, and stamps to documents, facilitating collaboration and feedback.
Content Transformation and Rendering: DocStar ECM includes capabilities to transform and render content into different formats for viewing and sharing.
Audit Trail and Reporting: The platform maintains a detailed audit trail of all document-related activities, helping organizations meet compliance requirements and providing transparency in document management.
Customization and Scalability: DocStar ECM can be customized to meet specific organizational needs and can scale to accommodate the size and requirements of different businesses.
20. SpringCM
Requires a paid subscription to access its features.
SpringCM is a cloud-based contract lifecycle management (CLM) platform designed to help businesses manage the entire contract process, from creation and negotiation to execution and storage. Here are some key features and aspects of SpringCM:
Contract Creation and Authoring: SpringCM allows users to create, edit, and customize contracts using pre-approved templates, ensuring consistency and accuracy in contract language.
Workflow Automation: The platform enables the automation of contract-related processes, including approval workflows, notifications, and task assignments, to streamline operations and reduce manual intervention.
Contract Negotiation and Collaboration: SpringCM facilitates real-time collaboration between parties involved in contract negotiations, allowing for redlining, comments, and version tracking to ensure a smooth negotiation process.
Contract Repository and Storage: It provides a centralized repository for storing and organizing contracts, making them easily accessible and searchable for authorized users.
Contract Approval and Electronic Signatures: SpringCM supports electronic signatures, allowing for secure and legally binding contract approvals and signatures, which can expedite the contract execution process.
Compliance and Regulatory Support: The platform helps organizations enforce compliance with industry regulations, track contract milestones, and manage key dates for renewal or termination.
Search and Retrieval: SpringCM offers powerful search capabilities, allowing users to quickly locate specific contracts based on keywords, metadata, and content within the documents.
Access Control and Permissions: It offers granular control over who can access, view, edit, and delete contracts, ensuring data security and compliance with regulations.
Integration Capabilities: SpringCM can integrate with other business applications and systems, such as CRM, ERP, and email platforms, to provide a seamless user experience and enhance productivity.
Reporting and Analytics: The platform provides reporting tools to track contract performance, analyze contract data, and gain insights into contract-related metrics.
Audit Trail and Compliance Tracking: SpringCM maintains a detailed audit trail of all contract-related activities, helping organizations meet compliance requirements and providing transparency in contract management.
Mobile Accessibility: Users can access and work on their contracts through SpringCM's mobile apps for Android and iOS devices, allowing for productivity on the go.
Customization and Scalability: SpringCM can be tailored to meet specific organizational needs and can scale to accommodate the size and requirements of different businesses.
In conclusion, document management plays a crucial role in the efficiency and organization of any business or organization. The 20 document management software solutions mentioned in this article offer a wide range of options to meet the specific needs of different types of companies. From user-friendly tools for small businesses to powerful platforms for large corporations, there is an option for every scenario. By leveraging these tools, organizations can streamline their workflows, increase productivity, and ensure quick and secure access to key information. It is essential to select the software that best aligns with the needs and objectives of each company in order to fully harness the benefits that modern document management has to offer.