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Manage your design documentation in zeroheight's powerful but flexible style guides. Keep all your of your teams aligned. Learn more about zeroheight
zeroheight allows you to manage all of your design related documents in one place. Build your zeroheight style guide to keep all your stakeholders aligned on brand and design guidelines. Empower your marketing teams to create brand assets based on your brand guidelines. Spend more time creating and less time in meetings and onboarding calls, with zeroehight as your single source of truth for all your brand and design-related documentation. Learn more about zeroheight

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free! Learn more about Connecteam
Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork: Custom checklists, forms, & reports to be filled out from mobile; shift scheduling with notes, jobs dispatching with templates, drag & drop function; private or company chat; in-app employee directory for all work contacts; updates; employee engagement with live polls; a suggestion box & surveys; online training, custom libraries, share files, manage tasks & more, all in one app! Learn more about Connecteam

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization. Learn more about Confluence
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click. Learn more about Confluence

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
United Kingdom Local product
Ideagen offers a risk-based approach to Document Management, which help compliance with standards and regulations. Learn more about Q-Pulse
Ideagen offers a risk-based approach to Document Management, which can help organisations comply with industry specific standards and regulations. Our user friendly software provides a central focal point for all relevant documentation, data, materials and activities associated with the quality process. Modules include: Document Control, Risk Management, CAPA Management, Audit and Findings, Reporting, Staff Competency and Development & Vendor Management. Learn more about Q-Pulse

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Bynder is an innovative cloud-based solution for marketing professionals looking to simplify document management. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Learn more about Bynder

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization. Learn more about monday.com
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
United Kingdom Local product
Simplify the process of document collaboration by streamlining your entire review cycle whether working in the office or from home. Learn more about PleaseReview
PleaseReview is a dedicated document review and co-authoring platform that includes a redaction tool. It gives project owners complete control over who can view, edit and approve specific content in any document. Users can save hours of time when collating and approving feedback because everything happens in a single version of the document decreasing the risk of information being missed or lost. Reconciliation reports provide a full audit trail of all activity in a document or document set. Learn more about PleaseReview

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
DocuWare's office automation solutions deliver smart digital workflow and document control for substantial productivity gains. Learn more about DocuWare
DocuWare provides digital document management and automated workflow solutions to organisations of any size and across all major industries from manufacturing and retail to healthcare and government. With availability in 18 languages and supporting cloud and on-premises deployments, DocuWare currently serves over 15,000 customers and 650,000 users across 100 countries with a global network of over 750 partners. Learn more about DocuWare

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
United Kingdom Local product
Cost-effective, cloud-based Document Management software with no set-up costs, ideal for small to medium-sized businesses. Learn more about isoTracker Document Management
Cost-effective, cloud-based Document Management software with no set-up costs, ideal for small to medium-sized businesses. Features a central document repository, integrated workflow tools that automate document review and approval processes, automated email notifications, and integrated analytics and reports. Can combine with other isoTracker modules to provide a comprehensive QMS system. Designed for easy compliance with ISO 9001, ISO 14001, ISO 45001, ISO 22000 and other QM standards. Learn more about isoTracker Document Management

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Conga’s document generation software ensures creation, delivery, and storage of documents, driving revenue success and growth. Learn more about Conga Document Generation
Conga document generation solutions are the go-to for creating beautiful, accurate digital documents using pre-built or customized templates auto-populated with data from Salesforce. Send consistent and personalized documents that elevate your brand and delight your customers. No matter your industry, your role, or your use case, Conga document generation makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks to accelerate business revenue. Learn more about Conga Document Generation

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Are you fed up with handling your documents? DocuExpert solves your document processing and review problems. Learn more about DocuExpert
Do your teams spend enormous amounts of time going through documents? If yes, you have now come across the right solution - DocuExpert - for enabling your teams to be efficient and effective in their work. DocuExpert is an advanced document processing and review AI software platform. DocuExpert SaaS software solution provides precise summarization and highlighting of critical information present in large documents thereby reducing the high cost and time involved in handling documents. Learn more about DocuExpert

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time. Learn more about Autodesk Construction Cloud
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Transform your document-centric processes and empower business users with leading document generation and automation. Learn more about Xpertdoc
Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM, and more. Learn more about Xpertdoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Manage documents and assets with enterprise-level security. XaitPorter, a all-in-one solution for document automation and co-authoring. Learn more about XaitPorter
Manage documents and document assets with enterprise-level security using XaitPorter, a leading all-in-one solution for document automation and co-authoring. With XaitPorter you can create and edit documents with many sections and subsections, each with their own writer, reviewer and approver all with individual deadlines. Re-use content to increase document integrity and productivity. XaitPorter also gives you the freedom to control access rights and share information with your writing team. Learn more about XaitPorter

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
HotDocs is industry leading software that automates the production of documents for thousands of organizations, all over the world. Learn more about HotDocs
HotDocs Advance turns frequently used documents and forms into reusable templates, allowing you to create customized, error-free documentation in a fraction of the time. Streamline your organization's workflow with the world's most trusted and powerful document automation platform. Learn more about HotDocs

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
CFR21 part 11 compliant EDMS. Manage all Regulatory, Quality & Clinical documents. Modern web interface. Cloud & on premise deployment. Learn more about Ennov Doc
Document management for Life Sciences. Pharma, biotechs and CROs manage Regulatory, Quality and Clinical documents in one interface (and pay once!). 21CFR part 11 compliant. 100% modern web interface & search engine. Sponsors facilitate collaboration with CROs and authorities. Cloud and on premise deployments both available. Complete document life cycle management. Flexible rights management. Configure & deploy fast, no IT skills required. Secure & scalable EDMS platform recognized by Gartner. Learn more about Ennov Doc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp has unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your Document Management system matches your brand guide. +1500 brands from +60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution enables your team to create, co-author, and coordinate any amount of documents. With LogicalDOC you will increase collaboration and productivity via next-generation web interface, integration into Microsoft Office and Outlook, and automatic import from your shared folders. Learn more about LogicalDOC

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Customer Experience Automation: Customer Journey Automation, Customer Communications, Document Automation, Digital Experience Learn more about EngageCX
Ecrion makes software for companies who want to automate document production and assembly while increasing compliance. With the Ecrion platform, you can rest assured knowing that document automation and assembly processes are accurately and consistently followed, and that the right information is collected and validated. Improve scalability while decreasing errors and cost. Sign up for a free demo today! Learn more about EngageCX

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams. Learn more about Email Manager for Microsoft 365
Colligo Email Manager for Microsoft 365 is ideal for mid- to enterprise-size businesses using SharePoint Online in industries with regulatory or policy compliance requirements. The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for. Learn more about Email Manager for Microsoft 365

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
United Kingdom Local product
Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device. Learn more about Glasscubes
Glasscubes simplifies group collaboration in a user-friendly environment that's quick to implement. Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find out how smart teams use online workspaces to work better together and get the job done. Trusted by UK government and high-performing businesses - big and small. Learn more about Glasscubes

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Offered as a web or client solution to help you organize, secure and manage your documents no matter your company size. Learn more about Dokmee DMS
Dokmee is a secure, easy to use document management system for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries. Learn more about Dokmee DMS

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Install on the cloud or on premise for more than 20 users. Version control, workflow, Web, desktop & mobile device ready. Free API Learn more about FileHold
The FileHold "cloud" or "on premise" is for large organizations in industries that need information governance ie manufacturing & healthcare. FileHold scales to support thousands of users & millions of documents. Desktop MS Office integration, browser & mobile ready. Built on the Service oriented Architecture, Keep your intellectual property secure with 2FA & e-signature. Improve operations, save time and money using our document scanning, version control, OCR & document workflow solution. Learn more about FileHold

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Automate managing and drafting your documents. Join 150K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document Management, Smart Workflows, & Approvals; Document Automation & Contract Assembly; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 150,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group. Learn more about Legito

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Part 11 document control software system, including PDF Publishing, e-Sign, Hierarchic view and more. Less than 72 hours onboarding Learn more about Orcanos
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all documents, according to ISO 14971 Shifting from a paper-based document management system to a dedicated digital automated solution might seem to be a formidable task, but the integration of Orcanos automated DMS can be achieved in no more than 72 hours. Learn more about Orcanos

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Online platform for editing all kinds of PDF Documents Learn more about PDFLiner
PDFLiner is the all-in-one online platform for working with PDF documents. Here, you can upload any PDF or Image and edit it in just a few seconds. With PDFLiner you edit your PDF files as well as sign them electronically and protect them with password and watermark if needed. It also has an extensive fillable Forms Library with many useful forms. You can just find the one you need and fill it out. Learn more about PDFLiner

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 35,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Learn more about Bitrix24

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Simplify the audit and tax process while improving the client experience through automated request list and document management. Learn more about Suralink
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 275 of the leading firms in North America and the UK ensure a simpler, more secure process. Learn more about Suralink

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Power your content with award-winning DAM, PIM, MRM, and brand management solutions with service beyond compare. Learn more about Widen Collective
Widen, an Acquia Company, and maker of the award-winning digital asset management (DAM) platform, the Widen Collective, is recognized by Capterra users for Best Value and Best Ease of Use. The Collective is a central source for product content and brand assets. Primarily serving mid-to-large companies of 500+ employees, Widen's cloud-based solutions for enterprise DAM and PIM, marketing workflow, and brand management deliver high-quality software and unparalleled service. Learn more about Widen Collective

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
ABBYY FineReader PDF is a universal PDF software for efficient work with documents - both PDFs and scans - in the digital workplace Learn more about ABBYY FineReader PDF
ABBYY® FineReader PDF 15 is a PDF tool for working more efficiently with digital documents. Powered by ABBYY's AI-based OCR technology, FineReader integrates scanned documents into digital workflows and makes it easier to digitize, convert, retrieve, edit, protect, share, and collaborate on all kinds of documents in the digital workplace. Learn more about ABBYY FineReader PDF

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
SmartVault makes it easy to collect, manage, & share documents with a single, integrated document management & client portal solution. Learn more about SmartVault
SmartVault delivers all the benefits of a cloud drive, but with best-in-class security and productivity features you need to run your business. Create a custom branded client portal for compliant, secure file sharing. Plus get features built for business, including selective sharing, group security management, custom templates, & audit reporting. With the SmartVault Toolbar, you can attach, view and manage documents right from apps like QuickBooks Online, Xero, and FreshBooks. Learn more about SmartVault

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Start a FREE TRIAL and automatically generate documents from data + deliver them wherever you want. Plans start at $92/month. Learn more about Formstack Documents
Automate document creation with Formstack Documents and reach optimal digital maturity as described in the 2022 State of Digital Maturity: Advancing Workflow Automation report. Start a FREE TRIAL to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. Instantly merge data from the cloud into a PDF, Word doc, spreadsheet, or PowerPoint to generate proposals, applications, contracts, and more. Plans start at $92/month. Learn more about Formstack Documents

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster. Learn more about FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests. Learn more about FileInvite

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
IT Glue is an award-winning documentation platform, helping IT providers dramatically reduce wasted time looking for information. Learn more about IT Glue
IT Glue is an IT documentation software IT professionals. Centralize and standardize your documentation. Get relationship mapping, secure password management, and an automated and structured documentation framework to organize all your information. Have confidence in the security of your information with features like granular access permissions, version history, and more. Track any asset with ease for peace of mind. Learn more about IT Glue

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. Learn more about QT9 QMS
Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. Easily access, store, track and manage your latest approved documents from virtually anywhere. Automate workflows for ISO 9001, ISO 13485, AS9100, FDA 21 CFR Part 820, Part 211, Part 11 compliant electronic signatures to ensure end-to-end traceability. Securely restrict access based on user-rights. Start a Free Trial Today. Learn more about QT9 QMS

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Track all document versions, revisions, and approvals to address regulations. Learn more about Intellect
Intellect's Document Management is a software solution proven to enhance document operations and improve overall productivity by 90%. Intellect's document control management solution enables users with the proper permission to revise documents, seek approvals on changes, and see a full audit trail of who approved what, when and where. Our applications are designed by certified quality experts and can easily be tailored with no code, drag and drop technology to fit your exact business needs.. Learn more about Intellect

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents. Learn more about DocSend
DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. Protect your documents with security features like whitelisting and email verification, and share multiple documents with a single link using Spaces, our virtual deal room. More than 12,000 companies are already using DocSend to protect and share their business-critical documents. Learn more about DocSend

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Awarded the best QMS / HSE software 2022 - Simple, Customizable, Cost-Effective & User-Friendly. Automate & digitize ISO 9001, GRC, ESG Learn more about Effivity
Effivity is the best ISO, GRC & ESG automation software validated by users in 120+ countries for Quality - Occupational Health & Safety - Environment - Food Safety & Information Security Management System. Achieve 100% conformity with ISO 9001/14001/45001/22000/27001/HACCP standards with world-class risk management, non-conformity, document control, internal audit, training, calibration, incident mgmt modules. Let's make your QMS/HSE/FSMS/ISMS simple, quick, easy, collaborative & time-saving. Learn more about Effivity

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Kizeo Forms is a flexible & intuitive tool for field professionals to create and fill out custom digital forms from any mobile device. Learn more about Kizeo Forms
Kizeo Forms is a flexible application that replaces expensive paper documents with custom digital forms that you can fill out from any mobile device/tablet. The data can be easily integrated to your business systems. Generate custom reports instantly & send them automatically via email. Benefit from several options such as photo, geolocation, signature, NFC tag, barcode, audio, checkbox, etc. Manage all your documents from your mobile device. Increase efficiency, save time and money! Learn more about Kizeo Forms

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Windward Core is the global leader in embedded document generation solutions, allowing users to create any kind of document imaginable. Learn more about Windward Core
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple data sources within the familiar landscape of Microsoft Office. Core is fast, easy, and removes human error, transforming the way business professionals create documents. ISVs and OEMs can quickly take their custom solutions with powerful reporting capabilities to the market by integrating with Core. Learn more about Windward Core

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Qualityze Document Management is fully validated system to create, manage, and share controlled documents without any security concerns Learn more about Qualityze Suite
The Qualityze Document Management allows you to create, collaborate, review, approve, and train employees on business-critical documents according to industry and regulatory standards. You can also cost-effectively manage and share controlled documents, including standard operating procedures, work instructions, and best practices. It supports E-signature for validation and verification of documents while meeting compliance with FDA Part 11. You can leverage the watermark functionality. Learn more about Qualityze Suite

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Viewpoint For Projects (VFP) is a cloud-based, web and mobile common data environment (CDE) for ISO19650 compliant project information Learn more about Viewpoint For Projects
Viewpoint For Projects (VFP) is the UK's leading construction project and information management platform that enables greater stakeholder collaboration, mitigates risk, and streamlines project communications. VFP provides a single platform for all project documents, drawings, 3d models, photos and file types and workflows ensure that the right information is shared by the right people at the right time. Benefit from streamlined documentation, mitigate risks, and avoid duplication of efforts. Learn more about Viewpoint For Projects

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
Bring PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK
PDFTron SDK is the most comprehensive MS Office and PDF SDK. It's built in-house to bring accurate and reliable rendering to your digital content of any size and complexity. It scales with your goals, as our APIs add MS Office, CAD, and even video collaboration capabilities to your application on Windows, Mac OS, Linux, Android, iOS, and the web. Our PDF SDK brings accurate PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
HIPAA compliant faxing, email, SMS, forms and signatures with seamless EMR integration. Learn more about Medsender
Healthcare providers: It’s time to upgrade your faxing solution. Medsender is an easy-to-use, HIPAA-compliant online fax solution with seamless EMR integration. Our optional automation feature is capable of automatically uploading incoming faxes to the corresponding patient charts and notifying the appropriate staff. Users can keep their existing fax numbers or get new numbers from Medsender with their preferred area codes. Learn more about Medsender

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
UnForm includes print management, e-delivery, document archiving, workflow and scanning/imaging. Learn more about UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. Learn more about UnForm

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation
  • Electronic Signature
  • Compliance Tracking
The ultimate archiving solution, analyse, archive, access archived data in real-time, shrink backup & reduce primary storage costs $$$ Learn more about ShareArchiver
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Document Management Software Buyers Guide

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorised access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitise printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group and control who can view, and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people and allow them to edit and add comments.
  • Document archive: Create a centralised repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it's a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.