Best Document Management Systems86Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.Planview Projectplace1https://dudodiprj2sv7.cloudfront.net/product-logos/Um/fq/KH16WVORPPAO.JPEGPowerDMS2https://dudodiprj2sv7.cloudfront.net/product-logos/hy/8H/KPSCXIULUTJU.JPEGEvernote3https://dudodiprj2sv7.cloudfront.net/product-logos/pd/EM/EE22Q0XN8S1Q.JPEGAtlassian Confluence4https://dudodiprj2sv7.cloudfront.net/product-logos/qW/eX/U73JLJED2UUG.JPEGPDFelement5https://dudodiprj2sv7.cloudfront.net/product-logos/Hl/Yv/XSXVGGS2EB5P.PNGApple iCloud6https://dudodiprj2sv7.cloudfront.net/vendor-logos/dL/xA/7LTHCRTCHX3X-180x180.JPEGAdobe Acrobat DC7https://dudodiprj2sv7.cloudfront.net/vendor-logos/wz/eT/6KLTR4CT92LN-180x180.PNGLaserfiche8https://dudodiprj2sv7.cloudfront.net/product-logos/st/n3/O4PPOD3FP3JB.JPEGM-Files9https://dudodiprj2sv7.cloudfront.net/product-logos/6X/04/4CWIFQVVGM2S.JPEGConga Composer10https://dudodiprj2sv7.cloudfront.net/product-logos/fG/fK/SX28WQWCVINB.PNGXaitPorter11https://dudodiprj2sv7.cloudfront.net/product-logos/2c/MQ/OF0UF2F4191X.JPEGFoxitPhantom PDF12https://dudodiprj2sv7.cloudfront.net/vendor-logos/xl/ko/4QXT3CGADC62-180x180.PNGPDFfiller13https://dudodiprj2sv7.cloudfront.net/product-logos/0x/O8/VD76ZMCKTFWH.JPEGNitro Productivity Suite14https://dudodiprj2sv7.cloudfront.net/vendor-logos/T2/2c/NG8D6F67OGSC-180x180.JPEGHubdoc15https://dudodiprj2sv7.cloudfront.net/product-logos/pZ/8k/GOZ7XMWTO9GW.pngOctiv (formerly Tinderbox)16https://dudodiprj2sv7.cloudfront.net/product-logos/JB/aS/JU7ACVRCF64H.PNGIT Glue17https://dudodiprj2sv7.cloudfront.net/product-logos/Ko/C9/AP4LSADK32GB.PNGKofax Capture18https://dudodiprj2sv7.cloudfront.net/vendor-logos/s8/2D/33WNLPQWPT91-180x180.JPEGEsker19https://dudodiprj2sv7.cloudfront.net/vendor-logos/gX/mM/06VP5EZCT2Z2-180x180.PNGNetDocuments20https://dudodiprj2sv7.cloudfront.net/vendor-logos/r3/yP/C3NXTJ2RRGT8-180x180.JPEGSmallpdf21https://dudodiprj2sv7.cloudfront.net/product-logos/et/fg/FOMMN7TTV06Z.PNGeFileCabinet22https://dudodiprj2sv7.cloudfront.net/product-logos/9A/tO/KKA0MGKPU648.JPEGSmartSearch Document Management23https://dudodiprj2sv7.cloudfront.net/product-logos/Ht/a0/ULRTRLT165E1.PNGPaperTrail24https://dudodiprj2sv7.cloudfront.net/product-logos/nm/jj/8LIE8AWSNJEM.pngWorldox GX425https://dudodiprj2sv7.cloudfront.net/vendor-logos/vL/Pr/9VJEBH2Z1PE7-180x180.JPEG

Document Management Systems

Best Document Management Systems

TrustMaps are two-dimensional charts that compare products based on satisfaction ratings and research frequency by prospective buyers. Products must have 10 or more ratings to appear on this TrustMap, and those above the median line are considered Top Rated.

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 reduce 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. But 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 e signature

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

Listings (1-25 of 122)

Planview Projectplace

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
267 Ratings

Projectplace is the collaborative work management solution from Planview that brings teams together to get work done. Whether a team is down the hall or on the other side of the globe, Projectplace aims to provide everything needed to set direction, communicate, execute tasks, track progress, and...

PowerDMS

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
108 Ratings

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.

Evernote

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
1239 Ratings

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 t...

Atlassian Confluence

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
Top Rated
749 Ratings

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.

PDFelement

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
79 Ratings

PDFelement is a document management solution from Wondershare Software headquartered in China.

Adobe Acrobat DC

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
707 Ratings

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).

53 Ratings

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 inte...

M-Files

<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>
64 Ratings

M-Files enterprise information management (EIM) solutions aim to eliminate information silos and provide quick and easy access to the right content from any core business system and device. According to the vendor, M-Files achieves higher levels of user adoption resulting in faster ROI with an ...

26 Ratings

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.

22 Ratings

XaitPorter is a cloud-based solution that is designed to help users create high quality documents. It enables multiple users to work on the same document, in real-time, whether in the office, at home, or on the other side of the world. The vendor’s value proposition is that with their solution, u...

23 Ratings

PDFfiller is a comprehensive online document management platform that provides businesses with the services of an online editor, cloud storage platform, and a signature request manager in one package. The vendor says their tools help businesses to streamline document management, achieve paperless...

17 Ratings

IT Glue 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 efficiency, and reduce onboarding times. Additionally,...

7 Ratings

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).

7 Ratings

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 17 PDF tools in 20 languages, with a global user bas...

9 Ratings

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...

10 Ratings

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.

4 Ratings

Worldox GX4 is a document management software offering from World Software Corporation. It includes features such as document and email management solution and managing, sharing, and accessing digital content across media.