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.JPEGAtlassian Confluence3https://media.trustradius.com/product-logos/WZ/uK/U73JLJED2UUG-180x180.JPEGEvernote4https://media.trustradius.com/product-logos/9L/4n/EE22Q0XN8S1Q-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.PNGConga Composer11https://media.trustradius.com/product-logos/yT/i7/SX28WQWCVINB-180x180.PNGSmallpdf12https://media.trustradius.com/product-logos/dn/Mq/FOMMN7TTV06Z-180x180.PNGFoxitPhantom PDF13https://media.trustradius.com/vendor-logos/xl/ko/4QXT3CGADC62-180x180.PNGEsker14https://media.trustradius.com/vendor-logos/vl/eV/016VJFW8PNGK-180x180.PNGHubdoc15https://media.trustradius.com/product-logos/8t/J4/M1HFCR7KXEBK-180x180.JPEGPDFfiller16https://media.trustradius.com/product-logos/e3/l2/VD76ZMCKTFWH-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.PNGPaperTrail21https://media.trustradius.com/product-logos/nm/jj/8LIE8AWSNJEM.pngeFileCabinet22https://media.trustradius.com/product-logos/Ww/Q2/KKA0MGKPU648-180x180.JPEGSalesHandy23https://media.trustradius.com/product-logos/dh/iY/MTAQ3HTV04NL-180x180.PNGConcord24https://media.trustradius.com/product-logos/t0/9G/D5DQWVBEGU1C-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 137)

PowerDMS

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121 Ratings

PowerDMS is a provider of document management software focused on policy management and regulations compliance. The company was founded in 2001 and is headquartered in Orlando, FL.

Planview Projectplace

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279 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 wor...

Atlassian Confluence

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Top Rated
911 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.

Evernote

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Top Rated
1358 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...

Adobe Acrobat DC

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Top Rated
982 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
412 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.

62 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

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Top Rated
92 Ratings

M-Files provides a next generation intelligent information management platform that improves 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, dat...

IT Glue

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34 Ratings

Kaseya is the leading provider of cloud-based IT management software. Kaseya solutions allow Managed Service Providers (MSPs) and IT organizations to efficiently manage IT in order to drive IT service and business success. Offered as both an industry-leading cloud solution and on-premise software...

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.

Smallpdf

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Top Rated
15 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...

12 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

XMedius is a global leader in the field of enterprise communications solutions. Its suite of enterprise-grade on-premises and cloud communications solutions enable businesses to benefit from secure and unified communication, as well as to exchange sensitive and confidential data that meets and ex...

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

Concord is a contract lifecycle management platform built for the entire organization. Radically simple in design, Concord's end-to-end solution makes it easier to create, collaborate, negotiate, e-sign, and manage agreements all on one ecosystem. Designed to meet the stringent requirements of le...