Document Management Systems

Best Document Management Systems include:

Adobe Acrobat DC.

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.

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 reduces 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. 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.

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

(1-25 of 152) Sorted by Most Reviews

PaperSave
5 ratings
1 reviews
PaperSave is a document management software offering from PaperSave. It includes features such as document management and electronic workflow and transaction (invoice and gift) automation solution.
KwikTag
2 ratings
1 reviews
KwikTag is a document management software offering from ImageTag. It includes features such as allowing users to hack through repetitive, manual tasks and document clutter and automate document and data workflow. and Additionally, KwikTag allows users to intelligently organize paper and electronic d…
Kofax PaperPort (formerly Nuance PaperPort)
3 ratings
1 reviews
Kofax PaperPort (formerly from Nuance) is a document management software offering. It includes features such as desktop document management solution and allows you to manage and organize your documents in one solution.
PolicyManager
2 ratings
1 reviews
PolicyManager is a web-based enterprise policy and procedure management platform designed for healthcare. The platform allows hospitals and integrated healthcare delivery networks to streamline, consolidate, standardize and centralize all policies in one electronic repository. According to the vendo…
FileInvite
2 ratings
1 reviews
FileInvite automates the process of collecting information and documents from your clients. The vendor says the process is simple, and the interface is secure. All you have to do is create and send a FileInvite with the information you require. The client then uploads the files to a secure portal wh…
CB Dynamics CRM - Sharepoint Permissions Replicator
8 ratings
1 reviews
CB Replicator is an out-of-the-box solution that automatically synchronizes Microsoft Dynamics CRM privileges with SharePoint permissions. This allows users to control access to private documents and sensitive data stored in SharePoint based on CRM privileges. According to the vendor, CB Replicator…
Sfax
4 ratings
1 reviews
Sfax is a document management software offering from Scrypt Corporation. It includes features such as the ability to securely send, receive, annotate, digitally sign and manage faxes to eliminate manual processes and paper along with military-grade encryption to minimize the risk of exposure and pre…
O3Spaces Composer
O3Spaces is a optional cloud-based or local-hosted document creation and collaboration service. O3Spaces is written in Java, and based on the Tomcat server with a PostgreSQL backend (other databases are also supported).
Gimmal Records Management
Gimmal Records Management, from Gimmal in Houston, is designed to provide a comprehensive compliance, information governance, and records management software for digital workplaces.
Ephesoft Transact
Ephesoft in Irvine delivers Smart Capture technology on a private or public cloud platform designed to turn unstructured content into actionable information. From mortgage applications to invoices to insurance claims and beyond, the vendor states Ephesoft Transact makes quick work of processing so u…
Sqrl
Sqrl is a document management software offering from Sqrl. It isdesigned to eliminate the time, profitability and patience lost gathering information from and following-up with clients..
Idox EDRMS
Idox EDRMS is an electronic records and document management system from UK-headquartered company Idox.
Contentverse
Contentverse is document management software from Computhink in Lombard, IL, a company specializing in enterprise software available as a local-hosted solution or cloud-based solution (as Contentverse Cloud).
edocr
edocr is a free digital publishing platform from Accusoft, that allows businesses to share content, enhance SEO, and generate leads.
RicohDocs
RicohDocs is a document management software offering from Ricoh India Ltd.. It includes features such as can be easily cloned, accessed and preserved and can be securely stored.
PostScan Mail
PostScan Mail is a document management software offering from PostScan Mail. It includes features such as view mail and manage mail.
FileTrak
FileTrak is a document management software offering from Codafile Software. It includes features such as database management and query wizards.
gDoc Binder
gDoc Binder is a document management software offering from Global Graphics Software Limited. It includes features such as organizing binders into digital libraries and the ability to share and publish notes online.
JungleDocs
JungleDocs takes properties and parts of an existing document and puts them into a new one. The vendor’s value proposition is that this prevents possible mistakes and saves up to 90% of the user’s time that would be used on inputting and copy-pasting operations. Key features include:Word and PowerPo…
SmartDocs
SmartDocs is a sales proposal automation software solution offered by ThirtySix Software.
gDoc Creator
gDoc Creator is a document management software offering from Global Graphics. It includes features such as a fast and easy way to convert over 30 document formats including word, excel, powerpoint to pdf and xps and the ability to convert from Microsoft Office formats (including Outlook)..
Showcase Sales App
Showcase is a mobile sales enablement solution that can be used to upload, manage and share marketing and sales collateral. Users can also build their own product catalog and take orders online and offline.
Radix DM
Radix DM is a document management solution that replaces the use of Windows folders for the storage and management of shared documents and email. With Radix DM, users can securely share project documents, client documents, HR files, policies and procedures or any type of document their business rel…
Saydoc
Saydoc, from the small company of the same name headquartered in Brooklyn, New York, is a document management tool.
I-9 Advantage
I-9 Advantage is a document management and compliance software solution.