Document Management Systems

TrustRadius Top Rated for 2023

Top Rated Products

(1-5 of 9)

1
M‑Files

M-Files is a platform for knowledge work automation, that helps knowledge workers to find information faster. M-Files features a metadata-driven architecture, embedded workflow engine, and advanced artificial intelligence. This helps customers to eliminate information chaos, improve…

2
Tungsten Power PDF

Tungsten Power PDF (formerly Kofax) is a solution to manage PDFs for businesses and individuals available with a one-time purchase with no subscription fees. It has a built-in eSignature integration with SignDoc and DocuSign for a complete end-to-end document lifecycle workflow.Benefits…

3
Diligent Boards

Diligent’s Board & Leadership Collaboration solution is built to provide organizations everything they need to drive digitization and operational excellence for board, committee, and executive meetings. Directors and executives can leverage real-time communication, secure…

4
PDFfiller

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…

5
Qualio

Qualio is an all-in-one quality management platform helping companies maintain compliance, managed documents, audits, suppliers and complaints in one place.

All Products

(126-150 of 819)

126
idsDoc Software

IDS in Draper provides documents through customized software which is supported by select employees with backgrounds in the financial and computer science industry, along with additional legal counsel and data processing departments to keep up with necessary changes of legislature…

127
ProjectTeam.com

A customizable construction project management solution built for growing teams. ProjectTeam.com is a cloud-based project collaboration system for the architectural, engineering, and construction industry. The solution allows companies to connect with other companies on common projects…

128
Kanverse Intelligent Document Processing

Kanverse IDP digitizes document processing for enterprises. It intelligently classifies, captures, and extracts all data from documents entering the workflow. It then organizes the information based on business needs. The raw data is sanitized and cleansed by the system during processing.…

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129
SoftAge Teembox
0 reviews

Teembox is a document management system for startups, MSMEs and enterprises, from SoftAge headquartered in Gurgaon.

130
Zetadocs Delivery

Zetadocs Delivery emails batches of personalized documents from within Microsoft Dynamics 365 Business Central or NAV, to save finance team time in sending documents such as orders, invoices and statements, using ready to go templates. Finance processes Zetadocs Delivery helps make…

131
CQRM XD
0 reviews

Xybion’s CQRM XD is a Governance, Risk, Compliance (GRC) & Quality Management System (QMS). Purpose-built with embedded quality and compliance, this enterprise risk management software platform aims to ensure compliance, risk and quality in complex and highly-regulated…

132
SmartOffice
0 reviews

SmartOffice offers a full-featured mobile app and SDK that enables users to view, edit, & create Office & PDF docs on any Android or iOS device. Work offline on local files or connect to cloud accounts & access important docs on-the-go. The vendor states its editing functions,…

133
Kipwise
0 reviews

Kipwise is a smart company knowledge management tool that integrates seamlessly with Slack, Google Drive and more. It aims to allow users to save and retrieve important team knowledge easily, wherever it is needed.

134
Netlink DMS
0 reviews

Netlink Software Group headquartered in Wisconsin offers the Netlink Document Management System (DMS).

135
Dokit
0 reviews

The Dokit SaaS platform enables users to create, share and improve step-by-step instructions, user guides and product manuals that fit any screen and device. According to the vendor, it only takes a few clicks to create guides and instructions with their intuitive editing features…

136
HGComply
0 reviews

HGComply is an HR document governance platform from HireGenics, an American CyberSystems company.

137
cune-RDMS
0 reviews

cune-RDMS is a regulatory document management system from Cunesoft headquartered in Munich.

138
Legalpad
0 reviews

Legalpad offers end-to-end online support for work visa filings. Legalpad utilizes automation to streamline information intake, compiling of documents, and the review process. The vendor says Legalpad was built on more than a decade of collective experience in startup immigration…

139
MasterControl Regulatory Excellence

MasterControl Regulatory Excellence is a full-featured regulatory information management (RIM) solution that streamlines and accelerates global registrations and submissions processes so products can reach more markets sooner.

140
iDoc Content and Records Management
0 reviews

HTC Global company CareTech Solutions offers the iDoc Content and Records Management system, an image and document capture application supporting health care, higher educaftion, and other industries.

141
Lone Wolf Transactions

Lone Wolf Transactions is a tool supporting agents needs for digital transaction management, including templates, tasks, checklists, and document storage. With the broker transaction management edition, brokerages get the tools to support simpler transactions, from the moment a listing…

142
Crove
0 reviews

Crove is a no-code document automation platform that streamlines business documents like contracts, agreements, and proposals. It offers forms, an editor that supports logic and formulas, and legally binding signatures to automate any document. The user can also create smart templates…

143
Inogic SharePoint Security Sync

Inogic's SharePoint Security Sync is a solution for integrating Dynamics 365 CRM with SharePoint for document management. It syncs Dynamics 365 CRM and SharePoint security privileges thereby adding another layer of security to the documents/attachments stored in SharePoint. It restricts…

144
Fortia Innova
0 reviews

Innova, from Fortia headquartered in Paris, is an end-to-end solution to support firms in the financial sector. With artificial intelligence, Innova allows the creation and automation of fund companies processes.

145
SmartDX
0 reviews

SmartDXTM cloud technology reduces manual capture of the same data terms across multiple teams and unlocks golden source data in machine readable format. This is to ensure consistency in downstream systems, aiding in reconciliation and eliminating duplicate manual processes. Getting…

146
SOLO LLC
0 reviews

Solo is a sales conversion platform that specializes in creating dynamic, customizable proposals for both roofing and solar services. SOLO is a back-office solution for contractors and sales organizations. Providing dynamic proposals, document management, CAD design, and engineering…

147
Florence eTMF
0 reviews

Florence eTMF is clinical trial document management and workflow platform, where users can create, edit, sign, gather and review trial master file documents. Sponsors can also manage all site workflows in the system when connected to the Florence electronic investigator site file.…

148
Botminds.ai
0 reviews

The Botminds platform includes tools and integrations to enable users to automate document processing. This includes large scale document intake, automatically reading and understanding documents, classifying and extracting key elements, enriching documents with an external database,…

149
Datamatics Digital Workplace

Datamatics Digital Workplace Solutions offer a cloud-based, paperless digital eOffice solution. It can be customized and tailored to suit business requirements including snail mail tracking and file management, digital office automation, and records management towards a remote…

150
Mindee
0 reviews

Mindee is a horizontal and developer-centric document understanding platform that help developers and product teams build more intuitive and efficient user experiences regarding document processing. Mindee enables users to: Build UX using a 1-second-response-time synchronous API…

Videos for Document Management Systems

What is Document Management Software Workflow?
12:45
Document management software workflow refers to the use of automated document workflows that are implemented through specialized document management software. These workflows automate the collection, storage, management, editing, disposal, and categorization of documents within an organization.

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.

Learn More About Document Management Systems

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 software plays a crucial role in ensuring data security and compliance for businesses. Document management software offers businesses the tools and features necessary to enhance data security, protect against breaches, and maintain compliance with industry regulations. While specific implementations may vary across different products, the goal remains the same - to provide a secure and compliant environment for managing and protecting sensitive documents and information.

Maintaining compliance with industry regulations and standards is another important benefit of document management software. Many industries have specific requirements for data security and privacy, such as HIPAA for healthcare or GDPR for businesses handling personal data of EU citizens. Document management software helps businesses meet these requirements by providing features like audit trails, data encryption, and secure storage.

Different products implement this functionality in various ways. For example, some document management software offers client-sharing portals with secure file transfer capabilities, enabling businesses to securely share sensitive information with clients or partners. Other software provides built-in network security features, streamlined workflows, and highly encrypted client-sharing portals to ensure compliance from an organizational standpoint. Additionally, some software integrates with other platforms like Microsoft 365 or Google Drive to provide a holistic understanding of data protection status.

Document workflow automation is another prevalent feature in document management software, with multiple benefits for businesses. This functionality eliminates manual and repetitive tasks, saving time and reducing errors. By automating document-driven processes such as approvals, notifications, and routing, businesses can streamline their workflows and ensure efficient and accurate task completion. Different document management software products implement document workflow automation in various ways. Some offer customizable workflow templates that allow businesses to design and automate their specific document processes. These templates can be tailored to fit the organization's unique requirements, ensuring that the workflows align with their business processes. Document workflow automation is a valuable feature in document management software that can significantly benefit businesses by saving time, improving efficiency, enhancing collaboration, and ensuring compliance. The specific implementation of this functionality may vary across different software products, but the goal remains the same – to automate and streamline document-driven processes for better business outcomes.

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
  • 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 eSignature

Document Management Systems Comparison

To more easily compare Document Management Systems consider evaluating different options based on these factors:

On-Premise vs Cloud: Users tend to think about the pros and cons of an on-premise versus cloud-based document management system in terms of maintenance and access control. On-premise systems allow for more control on your end, whereas one of the advantages of cloud-based offerings is that most of the maintenance is the responsibility of your provider. Cloud-based systems also come in handy when users aren’t able to come into the office, but this does require an internet connection, unlike on-premise systems that can run offline. Ultimately, cloud-based systems have all the pros of on-premise systems, plus they’re more portable and accessible, unlike their on-premise counterparts.

Ease-of-Use: Given that document management systems by nature are meant to facilitate a traditionally by-hand-and-paper process, usability is one of its most important factors. With document management systems, you will certainly want to try out a demo before making a purchasing decision. Look for document management software that has a good search function for easily locating files within your system, and thus tagging them.

Security: Security is paramount with document management systems. This begins with the system allowing administrators to set up access controls and permissions. However, as with any system that handles business information, verify that the software you are considering clearly outlines the measures they take to keep your documents secure. This includes not only features specific to the particular software itself, but those that are implemented so that the software complies with both local and international security standards and regulations.

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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.

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Frequently Asked Questions

What is document management software?

Document Management Systems (DMS) enable capabilities for digitally storing, sharing, and converting files, reducing dependence upon hardware and physical document generation. Typically they will include methods for imaging, file type conversion, versioning, and metadata management. They may also be referred to as an Enterprise Content Management (ECM) or Digital Asset Management (DAM) system.

How do you manage version control on documents?

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.

Can Sharepoint be used as a document management system?

The short answer is yes: many organizations use MS Sharepoint for document management given its collaborative nature. once it is successfully implemented as a DMS, it makes sharing, searching, and version control easy.

How does one become a document management specialist?

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.