Document Management Systems

Best Document Management Systems include:

Adobe Acrobat DC.

Document Management Systems TrustMap

TrustMaps are two-dimensional charts that compare products based on trScore and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap.

Document Management Systems Overview

What are Document Management Systems?

Document Management Systems (DMS) provide enterprises with the capability to digitally capture and convert documents and files. Features of document management software may also extend to document storage, search and retrieval, and sharing. DMS reduces enterprise dependence upon space-consuming document printing hardware, printed paper, and file drawers.


Document management systems share featural overlap with Enterprise Content Management (ECM) or Digital Asset Management (DAM) platforms. However, document capture and manipulation is central to document management. This includes imaging, file type conversion, versioning, and metadata management, with document editing and access controls. An alternate approach to document management is to include templated document generation as a feature. This way paper document generation and sharing is not needed to begin with. These DMS often provide contract lifecycle management, and electronic signature as well.

Features of Document Management Systems

Document management systems provide the following feature set:

  • Imaging, mobile image capture

  • Versioning, automated

  • Metadata management

  • File type conversion

  • Document sharing & collaboration

  • Automated backup, archiving (i.e. integration)

  • Document publishing, public sharing

  • Policy-driven access and controls

  • Graphic-based object editing, manipulation

  • .pdf editing, fields

  • Customizable search, content location

  • Templates, electronic document builder

  • Integrated eSignature

Document Management Systems Comparison

To more easily compare Document Management Systems consider evaluating different options based on these factors:

On-Premise vs Cloud: Users tend to think about the pros and cons of an on-premise versus cloud-based document management system in terms of maintenance and access control. On-premise systems allow for more control on your end, whereas one of the advantages of cloud-based offerings is that most of the maintenance is the responsibility of your provider. Cloud-based systems also come in handy when users aren’t able to come into the office, but this does require an internet connection, unlike on-premise systems that can run offline. Ultimately, cloud-based systems have all the pros of on-premise systems, plus they’re more portable and accessible, unlike their on-premise counterparts.

Ease-of-Use: Given that document management systems by nature are meant to facilitate a traditionally by-hand-and-paper process, usability is one of its most important factors. With document management systems, you will certainly want to try out a demo before making a purchasing decision. Look for document management software that has a good search function for easily locating files within your system, and thus tagging them.

Security: Security is paramount with document management systems. This begins with the system allowing administrators to set up access controls and permissions. However, as with any system that handles business information, verify that the software you are considering clearly outlines the measures they take to keep your documents secure. This includes not only features specific to the particular software itself, but those that are implemented so that the software complies with both local and international security standards and regulations.

Pricing Information

More feature complete document management systems are generally offered on a cloud-based, software-as-a-service model and are available by subscription. 30-day free trials of document management systems are common. The most common pricing variable is the number of licensed users. Plans may also be priced according to the volume of contracts processed and managed. Some vendors offer perpetual licensing for simple document management products (e.g. .pdf editors, converters, etc). Also, ECM vendors may supply all the features required for document management as modules for their platforms.

Document Management Products

(1-25 of 155) Sorted by Most Reviews

Google Drive
3,844 ratings
132 reviews
Top Rated
Google Drive is a cloud file storage, synchronization, and collaboration platform and service, that features Google Docs, Sheets, and Slides for document editing and presentation.
PowerDMS
133 ratings
114 reviews
PowerDMS is a document management system focused on compliance and industry policy regulations. It is commonly used by Law Enforcement, Healthcare, Fire/EMS, and Corrections organizations.
Planview Projectplace
286 ratings
104 reviews
TRUE
Projectplace is a collaborative work management solution. The vendor says the product is built with teams of all sizes and complexity in mind, from virtual teams of five to entire global enterprises with tens of thousands of active users. It is also designed to incorporate waterfall and agile workfl…
Adobe Acrobat DC
1,202 ratings
84 reviews
Top Rated
Adobe Acrobat DC is the current version of the well-established document / PDF management solution, part of the Adobe Document Cloud (the other part being Adobe's eSign services based on technology acquired with EchoSign in 2011).
Evernote
1,433 ratings
83 reviews
Evernote is a suite of software and services designed for notetaking and archiving. A "note" can be a piece of formatted text, a full webpage or webpage excerpt, a photograph, a voice memo, or a handwritten "ink" note. Notes can also have file attachments. Notes can be sorted into folders, then tagg…
Atlassian Confluence
1,010 ratings
82 reviews
Top Rated
Confluence is a collaboration and content sharing platform used primarily by customers who are already using Atlassian's Jira project tracking product. The product appeals particularly to IT users.
Apple iCloud
438 ratings
70 reviews
Top Rated
Apple iCloud is a document management software offering from Apple. It includes features such as access to music, photos, calendars, contacts, and documents, and it is built into every new iOS device.
PDFelement
89 ratings
51 reviews
PDFelement is a document management solution from Wondershare Software headquartered in China.
M‑Files
107 ratings
48 reviews
Top Rated
M-Files provides an information management platform that is designed to improve business performance by helping people find and use information more effectively. Unlike traditional enterprise content management (ECM) systems or content services platforms, M-Files unifies systems, data and content a…
Laserfiche
64 ratings
40 reviews
Laserfiche has two main editions: Rio and Avante: Laserfiche Rio is designed to meet the needs of large organizations that have more than 100 users. It combines content management functionality with business process management (BPM), security and auditing, unlimited servers and a thin-client interfa…
FoxitPhantom PDF
47 ratings
21 reviews
FoxitPhantom PDF is a document management software offering from FoxIt.
IT Glue
37 ratings
19 reviews
IT Glue, a Kaseya company since the December 2018 acquisition, is an information management platform that allows for efficient storage and retrieval of all the documentation an organization needs to help their MSP run better. By integrating PSA and RMM data, the vendor says they can help increase ef…
PDFfiller
33 ratings
16 reviews
pdfFiller is a comprehensive online document management platform that provides businesses with the services of form-building, PDFs editing and e-signing. The vendor says their tools help businesses to streamline document management, make workflows fully paperless, freeing up time and resources throu…
Conga Composer
40 ratings
15 reviews
Conga Composer is a solution that helps organization is designed to help organizations streamline the creation and distribution of Salesforce reports. The solution can be used to generate invoices & receipts, proposals and quotes.
Smallpdf
21 ratings
14 reviews
Smallpdf aims to be the first PDF software you will actually like. The company's mission is to provide a fast, reliable and most of all simple experience for users in working with their documents. Smallpdf boasts a comprehensive portfolio of 18 PDF tools in 24 languages, with a global user base o…
Esker
15 ratings
13 reviews
Esker offers their eponymous document automation platform, for paperless ordering and billing, and accounts payable / accounts receivable (AP / AR). It can be delivered as a cloud offering (as Esker on Demand), or on-premise (as Esker DeliveryWare).
Hubdoc
21 ratings
10 reviews
Hubdoc, a Xero company since the 2018 acquisition, is a bill management software solution, allowing users to capture and sync bills, receipts, bank statements and related documents to the user's preferred accounting software (e.g. Quickbooks, Xero, etc.).
Nitro Productivity Suite
29 ratings
10 reviews
Nitro Productivity Suite combines electronic signature and general PDF editing, from Nitro, Inc. It is built around capabilities such as getting approvals and esignatures in seconds and sharing and reviewing documents from anywhere.
Conga Collaborate (formerly Octiv)
20 ratings
8 reviews
Conga Collaborate (formerly Octiv or TinderBox) is a web-based solution that helps sales and marketing teams streamline their presentation, proposal, and contract processes. With Conga Collaborate, users can create and collaborate on sales content, track real-time prospect activity, and refine your …
XM Fax
17 ratings
7 reviews
XM Fax is a software-based solution for sending and receiving confidential faxes by email. It allows secure transmission of highly sensitive documents, using standardized T.38 Fax-over-IP and G.711 Fax Pass-Through protocols. The vendor says it is easy to install, and faxes can be sent using a deskt…
NetDocuments
21 ratings
7 reviews
NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
Kofax Capture
22 ratings
6 reviews
Kofax Capture is a suite of multichannel document capture applications.
PaperTrail
10 ratings
5 reviews
PaperTrail is a document management software offering from Egis Software. It includes features such as storage and retrieval find any document instantly and routing and workflow streamline processes with automated routing and a rule-based workflow.
eFileCabinet
10 ratings
5 reviews
eFileCabinet aims to help businesses reduce their dependency on paper and enable them to manage all files and paperwork electronically. The vendor says they help their customers set up document management systems that are fully compliant with all FINRA, HIPAA, SEC and NASD regulations. The vendor’s …
12d Synergy
4 ratings
4 reviews
12d Synergy is document management and project collaboration software for architectural, engineering and construction offices. 12d Synergy manages the thousands of emails, documents, tasks and gigabytes of geospatial & CAD data surrounding built environment projects. The vendor states their go…