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...
Document Management Systems
Best Document Management Systems
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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
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
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 147)
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.
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 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 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...
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 is a document management solution from Wondershare Software headquartered in China.
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 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 conten...
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...
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 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...
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...
FoxitPhantom PDF is a document management software offering from FoxIt.
Nitro Productivity Suite combines electronic signature and general PDF editing and document management, from Nitro, Inc. It is built around capabilities such as getting approvals and esignatures in seconds and sharing and reviewing documents from anywhere.
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...
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.).
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 yo...
NetDocuments is a document management solution from the company of the same name in Lehi, Utah.
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 de...
Kofax Capture is a suite of multichannel document capture applications.
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).
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 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...
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, incre...