Best Document Management Software 2017

This type of software helps organizations manage, store, and archive electronic documents and images. In many cases, they can also be used to save various versions of a document. Document management software is essential when several team members are working on a single document and need to incorporate edits at different stages. Teams can easily save and find different documents, share them with clients and partners, and collaborate on projects. A number of these products also offer electronic signature features, the ability to comment, manage meetings, and mind mapping solutions.  Read the full software guide...


Shuttle

Shuttle 32

(0)

Real-time client onboarding. Create a great first impression and speed up onboarding for your SME and business clients. More Information...

Noodle

Noodle 37

(0)

Noodle Social Intranet Software enables companies to collaborate and share ideas, documents, calendars, forms, and manage projects and workflows within a single secure site. More Information...

Pastebin

Pastebin 95

(1)

Pastebin is a web application for storing plain text for a certain period of time. More Information...

eXo Platform

eXo Platform 72

(4)

eXo Platform is a social-collaboration software designed for enterprises. It is full featured, based on standards, extensible and has an amazing design. More Information...

Xtensio

Xtensio 75

(2)

A super flexible platform to create, collaborate, share and present. Documents = Web Pages = Presentations More Information...

ZapStitch

ZapStitch 32

(0)

ZapStitch is a data integration platform for connecting SaaS business apps in the cloud. It enables businesses automate their data flow across various cloud business apps. More Information...


trial/premium
Google Docs

Google Docs 96

(443)

Google Docs is a free Web-based application in which documents can be created, edited and stored online. More Information...

Gingko App

Gingko App 67

(1)

Gingko App is a new kind of structured document. It allows you to break any project down into manageable components, reorganize them at will, and collaborate on them. More Information...

Pics.io

Pics.io 76

(2)

Complete solution for managing your digital assets. Find any of your creative files, collaborate with colleagues on new projects, share your work with clients and partners. More Information...

iDeals Virtual Data Room

iDeals Virtual Data Room 80

(6)

iDeals Virtual Data Room is a perfect solution for any company that is looking for the right platform for secure file sharing and collaboration during due diligence process. More Information...

ContractZen

ContractZen 38

(0)

ContractZen is a cloud service that features several electronic signature methods, metadata-driven document management, datarooms (VDR), meeting management and much more. More Information...

Nitro

Nitro 84

(0)

As the leading alternative to Adobe® Acrobat®, Nitro Pro empowers businesses with the ability to easily create, edit, convert, sign, and share documents anytime, anywhere. More Information...


trial/premium
ZonePDF

ZonePDF 34

(0)

ZonePDF is a convenient and practical tool for PDF conversion. PDF files can easily be merged, split and converted from JPEG, PNG, DOC, XLS, PPT and other formats. More Information...


completely free
Accordium

Accordium 45

(0)

Secure & legally binding e-signatures with live contract editing and digital workflows. Our customers gain better insights, accelerate negotiations, agree faster and sell more. More Information...

OZ e-Form

OZ e-Form 28

(0)

OZ e-Form is a software solution that allows you to convert paper forms to digital forms. It eliminates the burden of having to draft, produce, and manage paper forms. More Information...

FormSwift

FormSwift 82

(3)

FormSwift is a cloud-based SaaS platform for creating, editing, and signing documents. More Information...


trial/premium
MyDocSafe

MyDocSafe 42

(1)

New generation client portals with integrated eSignature, complex forms, and workflow automation tools. More Information...

Smartsheet

Smartsheet 90

(483)

Smartsheet is a collaborative task and project management app with mobile and desktop capabilities. More Information...

Creately

Creately 81

(8)

Creately is a visual collaboration platform allowing the real-time co-creation of flowcharts, UML diagrams, mind maps, business process models and more. More Information...

ChatGrape

ChatGrape 48

(0)

ChatGrape is a business communication solution with deep service integration to make all data from your cloud services available to your team right as you type. More Information...

Treev

Treev 33

(2)

Treev is a web-browser plugin that allows you to access all of your cloud files in one place. More Information...

OneCloudDrive

OneCloudDrive 53

(0)

OneCloudDrive is your single point access to manage your data across various cloud providers. It features a powerful music player that will play music in the background. More Information...

Collecto

Collecto 11

(0)

Create collections of items, organize them just the way you want, and share them with others. More Information...

Dropbox

Dropbox 96

(2231)

Dropbox is a file hosting service that offers cloud storage, file synchronization, personal cloud, and client software. More Information...

Google Drive

Google Drive 96

(1259)

Google Drive is a file storage and synchronization service that offers its users 15 GB of free space. More Information...

Podio

Podio 84

(151)

Podio is a freemium cloud-based project management and collaboration service. More Information...

Zoho Projects

Zoho Projects 89

(140)

An online project management app that helps its users plan their work and keep track of progress. More Information...

Google Sites

Google Sites 96

(1)

Google Sites is a structured web page-creation tool for making a team-oriented sites where multiple people can collaborate and share files. More Information...

PlanGrid

PlanGrid 92

(36)

PlanGrid is a cloud-based service that delivers blueprints as PDFs directly on the tablet; then people working in the field can use these instead of paper-based versions. More Information...

Highrise

Highrise 86

(2)

Highrise is a flexible contact management that makes it simple for its users to keep up with customers, suppliers, and other business contacts with a web-based CRM system. More Information...

Stream

Stream 32

(0)

Stream is an innovative Intranet & Extranet solution that features all your communication & resources on a visual dashboard. More Information...

conjure.io

conjure.io 52

(0)

Conjure.io makes the design feedback process as painless as possible More Information...

Mockup.io

Mockup.io 53

(0)

Mockup.io is a web-based service for UI designers to share and present mobile app mockups and prototypes. Visual, easy to use and a huge time saver. More Information...

FlySolo

FlySolo 29

(0)

FlySolo integrates your favourite apps and organizes your projects, files, emails, time track, tasks and activities so you don’t have to do it. More Information...

Jostle

Jostle 69

(12)

Jostle's intranet software makes it easy to inform and connect employees to get work done. 5X higher than both traditional employee portals and social intranets. More Information...

CobbleStone

CobbleStone 57

(0)

CobbleStone Systems Contract Management Software offers full contract lifecycle administration, starting @ $59/month/user. CobbleStone has been selected by thousands of users. More Information...

SkySignature

SkySignature 66

(10)

SkySignature is an online electronic, Digital Signature application. Type Anywhere capability, Sign-Here tags, custom, unique advanced encryption algorithm to ensure security. More Information...

SmartFile

SmartFile 73

(2)

SmartFile delivers the most scalable and compliant file management platform. Consolidate file servers, FTP servers, and other file sharing services into a single application. More Information...

ProofHub

ProofHub 73

(3)

Project management software that helps teams to plan, collaborate, organize and deliver projects. Try us "FREE" for 30 days- Lifelong Love, guaranteed! More Information...

Everlaw

Everlaw 44

(0)

Everlaw brings intuitive design and computer science advances to challenges in the legal field. Its litigation tool helps law firms, corporations and governments win in court. More Information...

UpKeep

UpKeep 50

(0)

UpKeep helps facility, property, restaurant, and manufacturing managers improve communication by enabling real-time status updates for your team. More Information...

Ftopia

Ftopia 27

(0)

ftopia is an online file sharing service for professionals that enables teams to create customized private workspaces and to invite customers and suppliers to share files. More Information...

Amium

Amium 37

(0)

Amium is a collaboration app that turns any file into a real-time activity feed & conversation. Files are synced to your computer and shared so you can work on them together. More Information...

Tresorit

Tresorit 80

(7)

Tresorit is a Swiss, encrypted cloud storage & file sharing provider, protecting files with AES-256-bit end-to-end encryption More Information...

Mobilimeet

Mobilimeet 27

(0)

Mobilimeet is a smart collaboration app that makes meeting participants engaged and productive before, during and after meetings. More Information...

Convene

Convene 50

(0)

Convene is a board meeting software that saves time, effort and cost whilst ensuring accountability and good corporate governance. Used by Fortune 500 and FTSE 100 companies. More Information...

Legalesign

Legalesign 74

(49)

Electronic signature for business. Speed up your signing, boost productivity and save admin time with a high-performing, feature-rich and secure online platform. Web & API. More Information...

ContractWorks

ContractWorks 74

(14)

The easiest, most secure contract management software, complete with unlimited users, unlimited contracts, built-in electronic signature, and low, flat-fee pricing. More Information...

ProProfs Knowledgebase

ProProfs Knowledgebase 69

(0)

ProProfs Knowledgebase Software is the perfect online documentation software for managing the knowledge of employees or offering self-service help to customers. More Information...

Zola Suite

Zola Suite 45

(0)

Zola Suite provides next generation, cloud-based practice management software to solo, small and mid-sized law firms. More Information...

LawGro

LawGro 13

(0)

LawGro offers a cloud & mobile based legal practice management software powered by Artificial Intelligence & driven by real time analytics. More Information...

iRooms

iRooms 33

(0)

iRooms Virtual Data Room is an online platform used for secure online file storage and collaboration during M&A, real estate, and other highly sensitive transactions. More Information...

Denovo

Denovo 12

(0)

User friendly and efficient practice management software for solo attorneys and small law firms. Created by lawyers for lawyers. More Information...

Scoop Solar

Scoop Solar 26

(0)

Scoop Solar is a solar software solution built to help installation, sales, and O&M teams better collect and engage with data between the office and the field. More Information...

eContracts

eContracts 36

(0)

eContracts, a SharePoint contract management platform with a secure and centralized repository, full contract lifecycle automation for enterprise contract and legal teams More Information...

Document Management Software Guide

What is Document Management Software?

Document management software helps store, organize, share, update, track and manage various types of electronic documents, including PDFs, spreadsheets, word-processing files and emails. Some products even scan paper-based documents directly into the software, helping organizations move towards a paper-light office and save on office space.

By storing all documents in a central, searchable repository, document management software makes it easy to locate documents quickly. For instance, you can search any document by its file name, creation date or author name and preview the search results to make sure you’ve found the right document before opening it.

Other key functionalities include the ability to limit access to certain documents, keeping a record of different versions of a document, monitoring who viewed or edited the document and when, reverting to a previous version in case of errors, and the ability to set role-based permissions and change ownership of a file, if required.


What Document Management Software should I Choose?

From standalone products to integrated suites, document management systems come in different sizes, with different types of products suitable for different needs. Your search for the right solution should start with the identification of your exact needs. For instance, if you have multiple employees working on a shared document periodically, you need a product with advanced collaboration features, such as check-in/check-out and version control. Some products even allow you to make track changes and leave notes and comments within the file.

If you are more concerned about data security, look for a product that offers more administrative controls. For instance, some products allow you to set role-based permissions, remove a user’s access to certain files and even change a file’s ownership at any point in time. Other important security features include password encryption, audit trail and single-sign-on.

You may also want to check workflow management features. For instance, some products allow you schedule and assign tasks and send notifications to employees when they need to work on a certain assignment. Also, check how the software integrates with your existing applications. Some solutions come with an open API to allow for customized integrations.

Ease of use is another important aspect to consider. Look for advanced search features and multiple file sharing options. For instance, some products allow you to share documents with external users, such as clients and contractors. Other important considerations include mobile access, document capturing options, training requirements and reporting capability.


Common Features of Document Management

2-Factor Authentication Adds an additional layer of security by requiring an extra step in the login process. Usually external devices are required for this or a text message with a verification code is sent to the user when trying to login.
API Application Programming Interfaces (APIs) are programmatic intersections with external products or platforms that allow for custom integrations with your own solutions or other solutions you are using.
Chat Live text chat with customers, website visitors, mobile contacts and others.
Dashboard Dashboards are digital interfaces commonly used to visualise data or give quick access to important features and functions of online platforms. They often serve as an overview gateway in software applications.
Data Export Exporting functionality can be used to streamline the migration of data sets and information across systems, platforms or applications.
Data Import Importing functionality allows you to use data sets from other systems or platforms to cut down on data entry requirements or to more easily migrate records from similar applications you have used in the past.
Document Comparison Compare and contrast different versions of documents and browse revision histories to consolidate collaborative changes.
Email Integration Integration with email clients or providers to create and send emails as well as view received emails within an application.
External Integrations Integrations with other software products or platforms to improve efficiency and compatibility across systems.
File Sharing Share files with colleagues, customers or other stakeholders for easier access across platforms, collaboration and/or version control.
File Transfer Transfer large files to colleagues, customers or other stakeholders. This is often used for files too large to transfer via email and other conventional transmission methods.
Google Apps Integration Integration with the G Suite, including Gmail, Google Docs, Google Sheets, Google Calendar, etc.
History/Version Control Track revision history, file versions and other changing data, commonly used in collaborative applications.
Multi-User Supports more than just one user account and generally allows for collaboration with colleagues.
Notifications Includes notification support and sends you alerts with information on important events and other time sensitive instances. For example through push notifications on mobile phones or email notifications.
Password & Access Management Manage passwords or access to systems for yourself or your organisation.
Project Management Manage projects from conception through the planning stage to delivery and post-project reporting phases. This allows organisation teams to organise resources, plan budgets and improve efficiency in the delivery of project objectives.

Latest User Reviews of Document Management

iDeals Virtual Data Room
Christine Febre, Corporate Development Associate - Bouygues Construction
"Recomend to youe business"

The user interface is really good: the fact that it's available in French is also one...

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Krzysztof Pojek, Finance Administrator - PKO Bank Polski
"High quality product for daily banking act..."

iDeals provides the best quality of virtual data room services in Europe and some gre...

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Rita Leveret, Account Manager - Allianz
"Simple yet powerful platform"

iDeals platform served us very well. What we enjoyed the most was a simple drag and d...

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Carlo Pilaratti, Sales and Marketing Manager - Fondiaria-Sai
"Thank you a lot for the excellent services"

Really easey-to-use and very friendly support. We will come back to iDeals VDR in fut...


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