Table of Contents
The best document management software makes it easy and simple for a team to keep track of files. As the idea of a paperless office becomes more common, document management is becoming more important. This is especially true with the rise of cloud storage, since many service providers can also help organizations share and sync documents.
As more and more businesses move online, data is becoming an important part of their success. Businesses have to deal with a lot of information, which is written down and stored in databases that are safe. Every day, a huge amount of information is turned into documents. There are a lot of great choices when it comes to software like this.
Best Document Management Software
PaperSave
PaperSave is a smart, easy-to-use tool that makes it easy for businesses of all sizes to keep track of their documents. The tool has a modern document capture feature that lets you quickly capture any kind of document. It is one of the best Document Management Softwarethat you can download.
PaperSave works with the most popular ERP and CRM software, so a user can scan documents right from the user interface. For auto-indexing, the index values are pulled from the ERP/CRM record on the fly. This, along with the easy-to-use search features, makes it easy to find the documents you need whenever you want to.
Features
Pros
- Built-in file conversion
- Lightweight
- Includes optional Windows app
- Ample documentation
- Supports offline access
Cons
- Lacks a file sorter
- Few keyboard shortcuts
ClickUp
ClickUp Docs is a place where documents can be made. It lets people work together well and lets multiple people edit at the same time. It lets you see who is currently looking at a document and lets you edit it at the same time. ClickUp Docs gives you a single place to put all of your documents.
It is a platform with tools for editing rich text and for leaving comments and working together. ClickUp gives you the tools you need to share a document with anyone. You can decide who can see the document, make comments on it, and change it.
Features
Pros
- Genuinely impressive free plan
- cheaper than a lot of competitors
- 24/7 live support
Cons
- Clunky automation builder
DocuWare Cloud
DocuWare Cloud has been a strong contender in the field of document management systems since the days of Microsoft Windows 3.0, when document management became a thing. The platform has a strong set of enterprise features, such as great ways to import documents and handle forms.
Even though it’s been around for a while, it doesn’t have the integration and sharing features of our best Choice winners Ascensio System OnlyOffice and Microsoft SharePoint Online. However, it’s still a good option that you should think about.
Features
Pros
- Exceptional form capabilities
- Strong document import and data field capabilities
Cons
- Limited integrations
Hightail Business
Most of our competitors in this roundup of document management review articles focused on how to store and sort common business documents and how to manage the workflow around those files. Hightail stands out by focusing on a smaller group of businesses, such as ad agencies and graphic design shops, that do creative work.
Hightail has had to build its features around the needs of slightly different “documents,” which are mostly image and video files, in order to work there. OpenText bought the company in February 2018, and since then it has changed its pricing structure.
Features
Pros
- Targets creative professionals.
- Enables easy receipt of files from clients through uplink feature.
Cons
- Limited support for standard office document types.
Templafy
One of the best tools for managing documents is Templafy. The system is meant to bring together important office suites and solutions that businesses use every day. If there’s one thing that can be annoying, it’s having to use different software to make documents for the same brand.
This can take a lot of time and be hard to keep track of, but Templafy can help. With it, you can create a variety of files within the system and manage them all from a single feed. The software works on a variety of devices, and it uses the cloud to let you access all of your documents from your computer, tablet, or phone.
Features
Pros
- Straightforward installation
- Easy to use
- Administrative dashboard
- Office integrations
Cons
- Tedious installation
- Limited integrations
M-Files
M-Files wants to improve internal workflows and make sure important information is always safe when it comes to document management. There is a single vault for a lot of files, and you can easily find them by client, project, date, status, or other criteria.
The software is meant to stop people from making multiple copies of the same report, which happens often. M-Files will let you know if you’ve saved a document twice by looking at the names and project data. Overall, it is one of the best Document Management Software that you can download.
Features
Pros
- Microsoft integrations
- Graphical workflows
- Secure storage
- Easy to teach
Cons
- Licensing
- Customer support is not good
Zoho Projects
Zoho Projects is a tool that helps people work together and keep track of documents. This software helps you organise your projects, give out tasks, and talk to people in a better way. It lets you put together documents, pictures, video clips, reports, and spreadsheets.
With Zoho Projects, you can give other people access to the files of your business. It also helps you keep track of the different versions of your documents. You can use the words in the file’s content or title to search for it and see the results right away with this tool.
Features
Pros
- Excellent value
- Generally easy to set up and navigate
- Multiple ways to communicate in app
- Deep configuration options
- Strong time-tracking tools
Cons
- Does not include premade templates
- Slightly unusual resource management view
IncoDocs
IncoDocs is a tool that exporters and trading companies can use to manage their documents in a digital way. This app makes it faster for you to make files for sales and shipping. It lets you stop having to enter data by hand and keep shipments from being late, which can be expensive.
With IncoDocs, you can connect your team to one shared workspace so they can work from anywhere. It gives you templates for documents that you can store easily in a safe cloud environment. This app helps you make the process of exporting documents less inefficient.
Features
Pros
- Create Sales and Shipping Documents up to 10x faster
- Eliminate manual data re-entry to avoid costly delays, fines and missed shipments.
- Go Paperless with Digital Signatures and Stamps
Cons
- Clunky automation builder
FAQs
Which software is used in document management?
DocuWare may be the best document management solution for businesses that use many different kinds of software. Integration helps keep things consistent and organised, and it gives you data that is always up to date.
Does Office 365 have document management?
Does Microsoft have a system for keeping track of documents? You bet your bottom dollar it does! With the power of solutions like SharePoint Online, Microsoft Teams, OneDrive, and Microsoft Dynamics 365 Business Central, Microsoft 365 document management is now a reality.
What is top best practice for document management?
The most important best practises for a document management system are clear indexing, different versions of files, and a clear access hierarchy. Make a process that doesn’t use paper and move the ones that do to electronic forms. When automations are used, workflow and file management get better.
Is SharePoint a document management system?
SharePoint is one of the fastest ways to keep track of documents. When it works well, it saves a lot of time for the companies that use it. As a Document Management System, it makes it easier to share, manage, change, and find documents.