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.PowerDMS1https://media.trustradius.com/product-logos/vZ/55/KPSCXIULUTJU-180x180.JPEGPlanview Projectplace2https://media.trustradius.com/product-logos/wg/xc/6LSFXQ4NITER-180x180.JPEGEvernote3https://media.trustradius.com/product-logos/9L/4n/EE22Q0XN8S1Q-180x180.JPEGAtlassian Confluence4https://media.trustradius.com/product-logos/WZ/uK/U73JLJED2UUG-180x180.JPEGAdobe Acrobat DC5https://media.trustradius.com/vendor-logos/wz/eT/6KLTR4CT92LN-180x180.PNGApple iCloud6https://media.trustradius.com/vendor-logos/dL/xA/7LTHCRTCHX3X-180x180.JPEGPDFelement7https://media.trustradius.com/product-logos/tV/at/XSXVGGS2EB5P-180x180.PNGLaserfiche8https://media.trustradius.com/product-logos/wL/lu/O4PPOD3FP3JB-180x180.JPEGM‑Files9https://media.trustradius.com/product-logos/WJ/Vx/4CWIFQVVGM2S-180x180.JPEGIT Glue10https://media.trustradius.com/product-logos/qS/9Y/AP4LSADK32GB-180x180.PNGFoxitPhantom PDF11https://media.trustradius.com/vendor-logos/xl/ko/4QXT3CGADC62-180x180.PNGConga Composer12https://media.trustradius.com/product-logos/yT/i7/SX28WQWCVINB-180x180.PNGSmallpdf13https://media.trustradius.com/product-logos/dn/Mq/FOMMN7TTV06Z-180x180.PNGPDFfiller14https://media.trustradius.com/product-logos/e3/l2/VD76ZMCKTFWH-180x180.JPEGEsker15https://media.trustradius.com/vendor-logos/vl/eV/016VJFW8PNGK-180x180.PNGHubdoc16https://media.trustradius.com/product-logos/8t/J4/M1HFCR7KXEBK-180x180.JPEGConga Collaborate (formerly Octiv)17https://media.trustradius.com/vendor-logos/XC/Jl/8OQDPGUNMLMQ-180x180.PNGNetDocuments18https://media.trustradius.com/vendor-logos/r3/yP/C3NXTJ2RRGT8-180x180.JPEGXM Fax19https://media.trustradius.com/product-logos/n0/dC/N4M832QWHWBX-180x180.PNGKofax Capture20https://media.trustradius.com/vendor-logos/Cd/Xt/WVMUG8A9IJNR-180x180.PNGeFileCabinet21https://media.trustradius.com/product-logos/Ww/Q2/KKA0MGKPU648-180x180.JPEGPaperTrail22https://media.trustradius.com/product-logos/nm/jj/8LIE8AWSNJEM.png12d Synergy23https://media.trustradius.com/product-logos/MO/dB/WDQJ777A3NPX-180x180.PNGSalesHandy24https://media.trustradius.com/product-logos/dh/iY/MTAQ3HTV04NL-180x180.PNGSmartSearch Document Management25https://media.trustradius.com/product-logos/Ah/Qq/ULRTRLT165E1-180x180.PNG

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.

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 141)

PowerDMS

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123 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.

Planview Projectplace

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286 Ratings

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…

Evernote

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Top Rated
1395 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 tagg…

Atlassian Confluence

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Top Rated
960 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.

Adobe Acrobat DC

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Top Rated
1066 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).

Apple iCloud

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Top Rated
420 Ratings

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.

63 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 interfa…

M‑Files

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Top Rated
93 Ratings

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…

IT Glue

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36 Ratings

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…

35 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.

Top Rated
18 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 18 PDF tools in 24 languages, with a global user base o…

30 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 wo…

14 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).

18 Ratings

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.).

17 Ratings

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…

10 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’s …

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

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…

6 Ratings

SalesHandy is a web based sales enablement solution used to share files, track emails, centralize document management and engage with leads. The software is best suited for small and medium sized businesses but also targets enterprise units. It helps sales teams reduce the sales cycle time, increase…

TrustRadius Top Rated for 2019

2019 Top Rated Document Management Systems

There are plenty of options out there, but here's our shortlist of the best Document Management Systems. These products won a Top Rated award for having excellent customer satisfaction ratings. The list is based purely on reviews; there is no paid placement, and analyst opinions do not influence the rankings. To qualify, a product must have 10 or more recent reviews and a trScore of 7.5 or higher, indicating above-average satisfaction for business technology. The products with the highest trScores appear first on the list. Read more about the Top Rated criteria.

Smallpdf

18 ratings

PDFelement

86 ratings

Adobe Acrobat DC

1066 ratings