Document Management Systems
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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.
Kofax Power PDF is a presented as an easy-to-use, powerful, low cost, and secure solution to manage PDFs for businesses and individuals. Buy once, own forever - no subscription fees.The vendor provides the benefits as: Ease of use: Works like Office desktop products, so…
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.
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…
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.
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…
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.
M-Files is a provider of in information management. The M-Files metadata-driven document management platform enables knowledge workers to find the right information in any context, automate business processes, and enforce information control. This helps businesses deliver better…
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…
Conga Document Generation solutions (including Conga Composer and Conga Collaborate) 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…
Made in Switzerland, Smallpdf is a company that offers a suite of document management tools for everyone-for work, for home, for life. Founded in Switzerland in 2013, Smallpdf provides what they describe as a simple, secure, and reliable answer to the world's PDF challenges. Smallpdf…
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…
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…
Foxit PDF SDK offers high performance pdf libraries to help developers build pdf technology.According to the vendor, key features include:Render PDFs: High performance PDF libraries to render PDF pages, page objects, annotations, and forms the way they were intended to be viewed:…
OnBoard is a board management software and virtual meeting system. The vendor says it has been engineered to drive good governance and improve meeting outcomes by featuring tools designed for directors so that they can focus on strategy during meetings, and make them working sessions…
MSB's platform aims to ensure enterprises achieve and maintain compliance by validating their software against crucial industry regulations. Boasting more than 1 million users in 188 countries, MSB Docs enables organizations to create documents, send these to the signers for eSignatures,…
OpenText acquired Documentum from Dell EMC in 2017, and now supports the enterprise content management (ECM) system. The vendor says users can build content-centric applications and solutions from collaborating on business documents to delivering case-based applications to managing…
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
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
Document Management Systems Comparison
To more easily compare Document Management Systems consider evaluating different options based on these factors:
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.
Frequently Asked Questions
Version control enables simultaneous work within a single document. Users may edit files then choose how to share those changes. Thus, temporary or partial edits are not damaging to a document's overall integrity. Leveraging version control allows access to files independently from particular hardware, so work can all be integrated into the version history regardless of the source or user involved. In most cases, edits to files can be combined.
If users make conflicting edits to the same line in a file, the version control system requests human assistance for a final decision. A clear advantage of version control is accessing a view to the historical development of documents, which effectively is insurance against computer crashes or data loss. Mistakes can be rolled back, bug reports can be reproduced, and audits of alterations can be executed.
This type of specialist is employed for supervision of workflows related to documents and records. Some of their responsibilities may include creating new policies and procedures that deal with document storage, sharing, and destruction. They may evaluate existing management procedures in order to assess how effective they are, then update accordingly, or perhaps even starting from scratch on new systems.
These professionals need to be knowledgeable about laws regarding document management to ensure an organization is in compliance. They act as support for problems as they arise in DMS implementation, and may be involved in troubleshooting user issues. As such, software and computing literacy is desirable. It is important for specialists to have a strong organizational ability, analytical thinking skills, sharp writing and reading comprehension, a knack for problem-solving, and a solid foundation for interpersonal communication. Some of these professionals may also take on management roles, in which case administrative abilities would benefit.