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iDeals Solutions is a sophisticated and trusted virtual data room provider. Our experience and exceptional results have been tried and tested by investment bankers, lawyers and top managers of enterprises around the world. As the most result oriented and flexible company in the market we always listen to our customers and offer them the most secure, comfortable and fast solution to achieve their strategic goals in any kind of transaction. Learn more about iDeals Virtual Data Room iDeals VDR allows investment bankers, lawyers and top managers to exchange and share confidential information through secure deal room. Learn more about iDeals Virtual Data Room
Dropbox Business is a central workspace that helps teams stay organized and keep their work flowing. All your teams content is in one place, making it easy to collaborate and focus on the work that matters. Dropbox Business is trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business Dropbox Business is the secure file sharing and storage solution that employees love and IT admins trust. Get started for free today! Learn more about Dropbox Business
Confluence is a team workspace where knowledge and collaboration meet. It's a central source of truth for fast-moving companies. Confluence keeps everyone organized and aligned with everything from meeting notes to strategy docs and IT documentation so they can make better decisions faster and be more responsive to change. Confluence integrates seamlessly with the Atlassian suite of products like Jira Software and Trello, and allows for endless customization with apps from our Marketplace. Learn more about Confluence Confluence is a team workspace where knowledge and collaboration meet. Create, collaborate, and organize your work all in one place. Learn more about Confluence
No-risk free trial with unlimited testing. Plans start at $29 a month - Formstack Documents automates your document creation so you never have to copy and paste again! Automatically merge data from the cloud into a PDF, Word doc, Excel spreadsheet, or PowerPoint instantly without lifting a finger. It is simple, just set up a document (or template) in WebMerge, integrate with popular services to send your data to that document, and we'll send you a merged copy. Seamless. Automated. Easy. Learn more about Formstack Documents Free trial, starts at $29/mth. Easily create a smart document (PDF, Word, etc.), merge it with data and deliver wherever you want. Learn more about Formstack Documents
Affordable for larger organizations with more than 20 users. FileHold can scale to support thousands of users and millions of documents. Can be installed on premise or the cloud, desktop and mobile device ready. Automated document Workflow and Approval processes. MS Office Integration, version control, secure user groups, powerful search, document scanning with OCR. Free documented API, optional AD integration, SharePoint, e-signature and 2 factor autorization capable. Learn more about FileHold For larger organizations with more then 20 users. Version control, workflow, compliance, Web, desktop & mobile device ready. Free API Learn more about FileHold
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 Bynder is an innovative cloud-based solution for marketing professionals looking to simplify how they manage digital content. Learn more about Bynder
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 Document Management Solution 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 Document Management Solution
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 Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards. Learn more about Wrike
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 18,000 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 Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
Effortlessly manage your teams¿ documents and associated workflows with Process Street. We provide businesses with a streamlined, non-technical way to build and customize rich checklists that include robust approval processes, conditional logic, and 1000+ app integrations. Automating your processes saves money by ensuring efficient, consistent workflows that increase employee productivity. Learn more about Process Street Save time and money with Process Street automation. Create and customize checklists to keep your teams and documents organize Learn more about Process Street
Bitrix24 is a free document management platform used by over 4 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 Bitrix24 is a free document management platform used by over 4 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
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 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
The Nintex Process Platform enables organizations to digitally transform document management to ensure accuracy and accessibility. With Nintex Workflow and Nintex Forms organizations can automatically capture and route data to a centralized repository with just a few clicks and no code. Learn more about Nintex Process Platform Digitally transform document management with Nintex to ensure accuracy, accessibility and storage of your documents. Learn more about Nintex Process Platform
FileInvite automates the process of collecting information and documents from your clients. We have made the process simple with our secure interface. 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 where you can approve or decline the information that has been submitted. With FileInvite you can set up reminders, templates and sync with your favorite cloud storage like Google Drive. Send a FileInvite Today! Learn more about FileInvite Automate the process of collecting information and documents from your clients with our simple and secure interface. Learn more about FileInvite
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 have 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. +1000 brands from + 60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
FirmRoom features a full suite of state-of-the-art built-in tools & capabilities. Our VDR is trusted by professionals all over the world. We not only meet industry security standards, but go above & beyond to protect your documents. Never worry about who can see what again. Easily transform, retrieve, & classify documents & folders on our smart platform. Features such as drag and drop, bulk upload, & smart search enable seamless collaboration. Constantly communicate with members of your team. Learn more about FirmRoom Powerful VDR for M&A that helps thousands of clients set up secure centralized databases for their sensitive financial information. Learn more about FirmRoom
Our clients tell us they are more efficient, more secure, and teams more engaged when they use Huddle! Huddle provides the industry's most secure document collaboration solution for government and enterprise. With Huddle, you get an easier way to collaborate and co-edit documents, control file versions, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Learn more about Huddle Better document collaboration for teams - collaborate on projects, build client portals, and control your documents. Learn more about Huddle
Agiloft Document Management Software provides the fastest time to value because it slashes the time to configure the solution to your requirements. We can customize it for you live during the demo - so you get a trial system that you can actually use to manage your documents and a fast, affordable deployment. Agiloft addresses even the most sophisticated processes in record time. Start today with a free custom demo. Learn more about Agiloft Agile enterprise document management. Workflows automate creation, approvals and reports for even the most sophisticated processes. Learn more about Agiloft
With Nuxeo, large enterprise organizations can securely manage, access, and use all critical business documents, regardless of size, volume, or location while automating processes and extracting valuable data with business-specific AI and machine learning models. We understand that documents are at the heart of many business processes which is why the Nuxeo Platform offers everything you need from an enterprise document management system. Learn more about Nuxeo Platform The Nuxeo Platform provides every core document management capability you would expect from an enterprise platform. Learn more about Nuxeo Platform
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 120,000 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 Automate managing and drafting your documents. Join 120K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document management software made easy. Easily access the latest versions of your documents anywhere, anytime. QT9's cloud-based or on-premise QMS includes electronic signature approvals, automated email reminders & real-time status updates. Customizable dashboards give you the ability to see documents how you want to see them. Collaborate with employees & share unlimited file attachments with QT9's secure document management software. Go as paperless as possible & start your free 30-day trial. Learn more about QT9 Quality Management Document Management Software Made Easy. The QT9 QMS gives you the ability to easily access the latest versions of your documents. Learn more about QT9 Quality Management
5,000,000+ users. Document management software that unifies teams and accelerates growth. Increase productivity. Unite employees. Improve culture. We know the process of implementing a new document management system can be daunting, so Axero makes it easy. 1) We Plan 2) We Build 3) You Thrive. Axero is trusted by some of the world's most thriving companies, 99% of which are still actively using the platform after 5 years. Contact us today for a free consultation. Learn more about Communifire by Axero Replace your outdated document management system with Communifire. 100% useful. 100% customizable. 100% loved by 5 million+ people. Learn more about Communifire by Axero
An all-in-one document management to help individuals and teams run their business. RevvSales is a superior alternative to Google docs or Microsoft Word with easier to use templates, approvals and workflows. 1000+ businesses trust us with their document management. Collaborate efficiently with each document created, reviewed and signed in one central place. Integrate data with your systems of records: CRM, Payroll, Accounting. Running your business, one document at a time, is our business! Learn more about RevvSales All-in-one document management for teams anywhere. Running your business, one document at a time, is our business! Learn more about RevvSales
UnForm is a platform-independent software product that creates, delivers, stores, and retrieves graphically enhanced documents from ERP application printing. A complete, end-to-end document management solution, UnForm interfaces at the point of printing to produce documents in various formats for printing and electronic delivery. Exact replicas of these documents can be stored in a secure archive for later retrieval by users via a web browser interface, or via powerful REST and APIs. Learn more about UnForm UnForm includes print management, e-delivery, document archiving, workflow and scanning/imaging. Learn more about UnForm
Built for large and busy production environments TACTIC offers an unmatched tool for true workflow orchestration. TACTIC possesses an integrated end-to-end workflow engine and a full DAM. Workflows range from linear and simple to thousands of nodes and it can handle millions of assets including multiple data types, data models, and terminologies. TACTIC is available on-premise, cloud or hybrid. Southpaw Services typically build the initial workflows and train internal resources. Learn more about TACTIC TACTIC is a tool with a unique workflow engine that orchestrates complex workflows across teams, processes, and millions of assets. Learn more about TACTIC
SISCIN FileArchiver is a cloud-based File Analysis, Archiving and Indexing solution. It's a single dashboard for full visibility of your entire file server data. SISCIN will inventory your file server and present you with reports to show you largest files, oldest files, duplicate files and more. You can also automate the process of moving older or less frequently accessed files to your own cloud storage while leaving stubs behind for users to recall their files. Indexes over 550 file types Learn more about SISCIN Cloud based solution for file archiving, analysis and indexing. Archive to your own cloud storage. Indexes over 550 file types Learn more about SISCIN
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Automio is your very own interview-bot & document builder in the cloud which will take charge of your repeat documentation so that you are free to work on more interesting, or higher value work. Train Automio to ask your customers all the right questions, then provide them with error free documents in an instant. When Automio is trained to do a new skill, or carry out a new process, a "Flow" is created - an automated product that can be used, bought and sold repeatedly without any extra effort. Learn more about Autom.io Train Automio to ask your customers all the right questions, then provide them with error free documents in an instant. Learn more about Autom.io
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Investintechs Absolute PDF Server is an enterprise-level document management solution that offers both PDF conversion and creation through a powerful, flexible and simple-to-maintain server-side process. Create PDFs from hundreds of printable Windows file types at scale. Convert native PDFs and turn scanned (image) PDFs into editable documents with original formatting and layout retained right on your organizations server. Unlimited conversions and users per server. No hidden future expenses. Learn more about Absolute PDF Server Enterprise-level PDF converter and creator. Create and convert unlimited PDF documents to and from editable formats on company servers. Learn more about Absolute PDF Server
File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more. File sharing platform that allows users to store and share contacts, photos, videos, presentations, recordings and more.
Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices. Web-based digital asset management tool that allows users to access and share files and photos on PC, Mac, Android, and iOS devices.
Box works in any browser and allows you to easily store and manage all your content online. It also lets you share files instantly and access documents from anywhere. No matter what device you choose, get fast, easy access to documents, project plans, presentations and videos. Always have the latest pitch for your customers, on or offline. Box makes it easy for administrators to maintain a central view of all content and users in their account through a powerful admin console. Box is a platform for document, asset and content management.
App that allows you to create, edit and view any Microsoft Word document, Excel spreadsheet and Powerpoint file. App that allows you to create, edit and view any Microsoft Word document, Excel spreadsheet and Powerpoint file.
Samepage is award-winning document management software built to help teams co-author documents, share files, manage tasks & calendars, draw diagrams, edit spreadsheets, & more - in real time. Secure sharing helps you collaborate with co-workers, contractors, clients, etc. Group chat & video calling lets you see your team and its conversations alongside the content you're working on together. It also integrates with hundreds of apps to help you consolidate workflows & avoid email overload. Collaboration software designed to help teams share files, manage tasks, collaborate on documents, communicate faster, & get more done.
eFileCabinet empowers businesses to reinvent their most common processes to be more efficient. Offering both cloud and on-premise platforms, eFileCabinet is document management software that provides businesses with intelligent organization, workflow automation, secure file-sharing, and eSignature requests, all on one platform. Businesses never have to worry about losing documents, wasting time, or keeping compliant. eFileCabinet is accessible via web browser and a desktop app. With this DMS, never worry about losing a document, wasting time on tedious processes, or staying in compliance.
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. Simplify the audit and tax process while improving the client experience through automated request list and document management.
Recognized by Capterra users for Best Value and Best Ease of Use, Widen is the enterprise content management company that does what it says, striving to be the best part of its customers' day, every day. Primarily serving mid-to-large enterprises of 1,000+ employees, Widen's cloud-based solutions for enterprise DAM+PIM, workflow, and brand management deliver a complete experience of high-quality software and unparalleled service. Power your content with an award-winning DAM+PIM+MRM solutions and service beyond compare.
ONLYOFFICE is a collaborative corporate office available as cloud service and on-premises solution. It features collaborative 3-in-1 editing suite fully compatible with MS formats, tools for managing documents and projects, CRM, calendar, mail, communication instruments and advanced security settings. ONLYOFFICE also provides free desktop and mobile apps connectable to the cloud. ONLYOFFICE is a secure online office suite aimed at helping teams in management and collaboration with strong focus on documents.
PDFelement is the easiest way to create, edit, convert and sign PDF documents on Windows and Mac. This alternative to Adobe Acrobat offers enterprise-grade PDF functionalities and perpetual licensing. Sold globally in 9 different languages, PDFelement is the all-in-one PDF solution for users of all types, and the only complete PDF solution next to Adobe Acrobat available on Windows, Mac, iOS, & Android. #1 Adobe® Acrobat® alternative: PDFelement is your all-in-one PDF solution. Create, edit, convert, and sign PDF files in a better way.
Citrix ShareFile is the secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security and proven secure infrastructure, it offers a custom-branded, password-protected online portal with unlimited file storage in the cloud and the ability to send files up to 100 GB in size with clients and co-workers, from any computer or mobile device. ShareFile is the choice for businesses looking to streamline workflows and get better data security. The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.
Made in Switzerland, the land of watches, banks, and clean design, Smallpdf is an award-winning company that offers a suite of clever document management tools. Founded in 2013, Smallpdf provides a simple, secure, and reliable answer to heavy, awkward PDF software. By removing unnecessary features and adding a deep focus on user experience, Smallpdf has become the most-loved PDF software on the planet, serving over 500 million users, 100,000 different companies, in 24 different languages. The first PDF software you will actually like. Smallpdf features 21 PDF tools, 24 languages, and 30 million monthly users.
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. Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device.
PRIORITY MATRIX is a powerful, intuitive, and easy to use software suite that helps individuals be more effective at managing their priorities using proven time management methodologies. For individuals, Priority Matrix provides a platform to prioritize tasks and projects to work more effectively. For teams, Priority Matrix provides a means to communicate team priorities, delegate work, track progress, and ultimately, provide more visibility and accountability. Priority Matrix helps managers and executives manage tasks effectively and efficiently across iPad, iPhone, Mac, and Windows.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
M-Files provides a next generation intelligent document management platform that improves business performance by helping people find and use information more effectively. Improve workflow, increase information reuse, eliminate redundancy, securely control content, and avoid conflicts and data loss all in a single, intuitive document management solution that integrates with Windows Explorer. Thousands of organizations in over 100 countries use M-Files for managing their business information nee Powerful document management software application that enables you to easily organize and manage all of your documents and information.
Centralize and organize your team's work, so you can create and communicate in the same place. Create and share documents, manage projects, and stay connected every step of the way. Quip combines documents, spreadsheets, tasks, and chat in one seamless experience. Used by thousands of the most innovative companies in the world including Facebook, NewRelic, Quora, and Pinterest. Available on web, Mac, Windows, Android, and iOS. Get started with Quip for free. Quip combines documents, spreadsheets, and chat in one organized experience.
The mobile-base GoCanvas solution helps companies eliminate their paperwork processes and allows them to share documents such as inspections, work orders, invoices, time cards and daily field reports in real-time across the business. Once the forms are submitted, from a back end cloud database, you can visualize all of the information that has been collected, in a way that works for your business so you can make faster, more informed decisions With GoCanvas you will never have another disconnect or delay, all forms can be accessed on a mobile device or your back end database.
Web-accessible - Keep your data in house or in the Cloud. Provides matter, contact, email & doc management. Includes doc assembly, workflow automation, billing & trust, task scheduling, group calendaring, 1 click PDF generation, document & email templates, full-text search including documents, email & email attachments, collaboration tools, customizable fields forms & list. Integrates with Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules & Google. Integrates with LawPay, Word, Excel, Outlook, Evernote, QuickBooks, Acrobat, Calendar/Court Rules, WordPerfect & Google.
Zoho Docs is an online file storage and management software. Save all your images, videos, files and documents & access them across all devices from anywhere and at anytime. Sync your offline files to the cloud using Zoho Docs Sync. Your data is kept secured and encrypted during transit. Share files, collaborate with your team, manage access permissions, assign tasks and get work done without hassle. You can also preview over 160 different file types without having to download them. An online file management system that lets you create, store, organize, collaborate and share files securely.
iLovepdf Desktop is one solution for all your document needs. It equips you with easy-to-use tools to compress, organize, convert and secure your PDF documents efficiently. Boost your productivity and keep your sensitive data safe processing large volume of files locally on your computer. Forget Internet restrictions and improve the way you work with documents with this toolkit specially designed for corporate use. iLovepdf Desktop is a smart solution to overcome your everyday document challenges. Optimize, convert and edit your PDF files with ease
Concord's cloud-based platform is future-proofing document management. Evolving beyond traditional document storage, Concord's solution empowers organizations to streamline the entire document lifecycle. Users can create and collaborate on documents before they are finalized and stored. With features like version history, workflows, deadlines & alerts, and reporting & analytics, users have everything they need to restore order to documents. Box, Dropbox, and Google integrations are available. Evolving beyond the traditional repository, Concord is the only end-to-end document solution built to serve the entire organization.
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless documentation. Employees access applicable documents effortlessly, reducing wasted time searching for policies & procedures. Attestations of understanding are collected and stored with rapid retrieval during audits. Streamline your document authoring, editing, approval, and employee sign-off processes.
Asite's Adoddle platform gives everyone involved in construction and facilities projects access to key information regardless of location or device. It enables increased collaborations which results in fewer mistakes, delivering huge time and cost saving. You can store and manage all project data in one central and secure repository. Adoddle is a bespoke platform which allows our clients to fully configure the structure of their content with highly controlled access and rich workflows. Asite's Adoddle is a cloud platform for seamless collaboration across disciplines, from concept to completion and beyond.
EisenVault Digital Document Management System is VAPT and ISO 27001 Certified. It has a web-based user interface is modern and easy to use, reducing the learning curve. Available as a mobile app for both iOS and Android users, enabling access when you are on the move. Features include multi level workflows, optical character recognition, custom metadata, full text search and more. Integrates with Microsoft Office (including Outlook) and with Gmail. Cloud Based and On-Premises Document Management Software. Securely store and search documents. No 3rd party license needed.
Make work easy with MangoApps Content & Knowledge Management Platform - a central place to store, share, find documents & other company knowledge. With an intelligent employee platform at its core, MangoApps is designed for & serves organizations with 50-50,000 employees in a broad range of industries from retail, healthcare, manufacturing, not-for-profit, professional services, financial services, media, technology and the public sector. Make work easy with MangoApps Content & Knowledge Management Platform - a central place to store, share, find documents.
Online cloud-based platform that allows you to quickly create, edit and review PDF files. Online cloud-based platform that allows you to quickly create, edit and review PDF files.
pCloud Business - Secure Cloud Storage Solution for Small Companies - One place to store, sync and collaborate on your business files with your colleagues - 1 TB storage and pCloud Crypto now included for each user in the Business Account - Share your business documents securely with colleagues, partners and clients - Easy to use tools designed to help you control and optimize your workflow You can try pCloud Business - Free for 30 days Web-based storage solution with secure data transfer and iron-clad encryption that keeps your documents safe.
OnSemble is more than an employee intranet that keeps everyone connected it's a digital workplace that makes employees feel valued. OnSembles modern digital workplace keeps your remote teams engaged & working better together. No programming -OnSemble has easy to use built-in drag & drop designer with 30+ apps right out of the box. With 15+ years of implementation experience, OnSemble transforms how you communicate, collaborate, & connect. Request a demo or access our online experience today A Modern Digital Workplace to Keep Your Remote Team Connected & Engaged. Request a demo or access our online experience today.
Canopy is a cloud-based practice management solution for accounting professionals. Streamline your firm and connect with your clients using our suite of features including workflow, document management, time and billing, payments, a robust CRM with a secure client portal, and tools to help automate any post-filing issues like IRS notices. Use Canopy totally free with up to 20 contacts. Start your free account today. Streamline your firm and connect with your clients using Canopy's cloud-based suite of features.
Neat enhances the productivity of small businesses by helping them to eliminate paper through digitization and automate their bookkeeping tasks. Using the Neat SaaS solution, small businesses are able to organize and retain their documentation data in a digital format for business and income tax purposes, transmit it to accounting, contact management and marketing automation platforms, leverage analysis tools to monitor the health of their business and create Expense Reports for reimbursement. Neat is document digitization solution that enhances the productivity of small businesses by automating their bookkeeping activities.
Detect plagiarism, paraphrased content, and non-verbatim text in 100+ languages. Go beyond checking word-for-word plagiarism and identify if the meaning of the text is plagiarized using Artificial Intelligence and Machine Learning technology. Features: Open-Source API, Integrations with LMSs, MS-Word, and Google Docs, Cloud computing and storage, Military-grade 256-bit encryption for Data Safety, In-Depth Search Technology, Duplicate file finder tool, Mobile App with OCR Technology Plagiarism detection solution that helps users scan, compare and analyse the content through artificial intelligence & machine learning
Converts CSV or Excel or PDF or QIF or OFX files with transactions to QBO (Web Connect) format ready to import into Quickbooks Desktop/PC/Mac/Online, Quicken (PC/Mac), NetSuite, Xero, YNAB, Wave Accounting, LessAccounting, MS Money and others. Converts CSV/Excel/PDF/QIF/OFX/QFX files with transactions to format your accounting software needs (like QBO format for Quickbooks).
Document control management software that provides document routing, revision control, escalation, approval, and delivery. Document control management software that provides document routing, revision control, escalation, approval, and delivery.
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.. Track all document versions, revisions, and approvals to address regulations.
OnBase enterprise content management software combines integrated document management, business process management and records management in a single application. Whether deployed as a hosted or premises-based solution, OnBase allows organizations to automate business processes and reduce the time and cost of performing important business functions through the management and control of content. ECM solution that combines integrated document management, business process management and records management.
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. LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies
Transform your document generation and create processes that connect all parts of your business. Create an easy, accurate, efficient flow of information across the document steps that make your business run. * Set up document templates, workflows and approvals * Wizard-based document creation * Share and collaborate on documents securely in real time * Keep documents safe and accessible in a central, secure cloud repository Web-based tool that helps businesses automate document generation processes and by connecting all parts of business.
PinPoint DMS - Run cloud or On-Premise - Access from any devices. Automatic filing without human intervention, and NO templates needed!. Some vendors just added this feature and charge for it, not us. Only DMS system with Versioned Automated Document Publishing and Generation. Now with built-in LMS (Learning Management) - Included 19 years in DMS at a fraction of the cost. On-Boarding, Workflow, Version, Records Management with full Character searching. Built-in integration and an API. Best DMS -Business News Daily 2015 2016 2017 Great User Experience Award #1 FinancesOnline Premium Usability 2019 FinancesOnLine
DocuWare provides digital document management and automated workflows to organizations of any size and across all major industries from manufacturing and retail to healthcare and government. With availability in 16 languages and supporting cloud and on-premises deployments, DocuWare currently serves 14,000 customers across 90 countries with a global network of over 650 partners. DocuWare's office automation solutions deliver smart digital workflow and document control for substantial productivity gains.
Clustdoc is an all-in-one onboarding software for modern businesses. It helps professionals and teams collect, review, approve and share online submissions without hassle. Trusted by thousands of business owners for its unique suite of features ranging from smart document collection, online form builder and automated reminders or legally-binding esignatures, Clustdoc is the simplest tool for better onboarding. Try it free for 15 days, no CC required, no commitment! Small business owners, teams and administrations
Manage all your documents in one easy to access web-based software platform. UniPhi will increase your project productivity by letting you find, share, create and track documents from anywhere, at any time. Don't waste your time and money on inefficient paper systems when you can enter information once and then reuse and recycle as needed with UniPhi. As a highly scalable, multi-award-winning software, UniPhi is ideal for construction teams of any size. Web based, SaaS, integrated software solution for companies working in the built environment.
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. HotDocs is industry leading software that automates the production of documents for thousands of organizations, all over the world.
Laserfiche is the leading global provider of intelligent content management & business process automation. Through powerful workflows, electronic forms, document management & analytics, Laserfiche eliminates manual processes & automates repetitive tasks, accelerating how business gets done. Laserfiche pioneered the paperless office with enterprise content management more than 30 years ago. Today, Laserfiche is innovating with cloud, machine learning & AI to enable organizational transformation. Laserfiche is the leading global provider of intelligent content management and business process automation.
Qualtrax is a complete quality and compliance software system used to manage and control documentation, automate business processes, manage customizable workflows, streamline training management, manage internal and external audits and ensure implementation of critical industry regulations in real-time. Ideal for heavily-regulated industries, where compliance with standards including ISO 17025, 17020, 13485, and 9001, TNI, GFSI, FDA, and FQS are required. Quality management solution that helps users manage documentation, compliance, workflows, risks, employees training, and more.
Filestage is the easy-to-use enterprise-ready online proofing software that helps teams to get their documents reviewed and approved faster. With customizable workflows, task automation, and in-built versioning, Filestage has all the tools busy teams need to get results while requiring no training to use. With customers such as Sixt, Lufthansa, NBC Universal, Sharp and GroupM, it's a perfect fit for creative agencies as well as marketing teams of small, medium and enterprise companies. Filestage is the easy-to-use enterprise-ready online proofing software that helps teams to get documents reviewed and approved faster
Google Drive-integrated Enterprise document management tool to automate workflow and lifecycle management. Google Drive-integrated Enterprise document management tool to automate workflow and lifecycle management.
Shelf helps companies get things done and avoid costly mistakes by providing the best document search in the Industry. Used by organizations like Slalom, Amazon and Nielsen, Shelf was designed by a Harvard knowledge management expert to have best in class search and findability. Shelf also has enterprise level security and is an award winner in usability. Our customer love us because we make document management easy. Contact us for a free demo. Shelf is a an award winning document sharing platform that has the best search in the industry and is a leader in usability.
Datto is an innovative provider of comprehensive backup, recovery and business continuity solutions used by thousands of managed service providers worldwide. Dattos 200+ PB purpose-built cloud and family of software and hardware devices provide Total Data Protection everywhere business data lives. Whether your data is on-prem in a physical or virtual server, or in the cloud via SaaS applications, only Datto offers end-to-end recoverability and single-vendor accountability. Business continuity solution that enables companies to streamline operations with automated scanning, network management & more.
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. DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents.
From increased productivity and effective collaboration to business continuity and regulatory compliance, save both time and money and contribute to the overall growth and success of your business with GlobalSearch document management. Make the right decision on managing your information today! Document Management solution that simplify's the capture, retrieval and distribution of business information.
Clinked will bring your business closer to your team from within secure and customisable cloud workspaces. Used by businesses in all industries, from SMEs to Enterprises, Clinked's feature-rich solution will save your company valuable time whilst improving efficiency. Key features include file sharing, integrated group chat, task management, discussions forums, team calendars, branded mobile app and more. Sign up for a free 10-day trial today. Clinked offers customised cloud solutions for businesses. Securely share files, communicate with clients and keep track of your tasks.
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! Kizeo Forms is a flexible & intuitive tool for field professionals to create and fill out custom digital forms from any mobile device.
ContentCenter is a secure, feature-rich electronic filing and content management program that increases efficiency and employee effectiveness. Improve collaboration across your entire organization with a central resource that provides instant access to vital information and keeps everyone on the same page. ContentCenter mimics live work with all the benefits of technology, including OCR, barcode, MICR reading that delivers the highest auto-filing rates in the industry saving you time and money. ContentCenter is a secure, feature-rich electronic filing and content management program.
Enterprise-capable document management system with document profiles, full-text searching and collaboration. Enterprise-capable document management system with document profiles, full-text searching and collaboration.
Get access to our premium collection of over 1,800 business document templates to help you start, run and grow your company like a pro! Easily completes a wide range of tasks such as contract writing, client acquisition, accounting, HR management and many more. Business-in-a-Box includes 1,800+ Business & Legal Documents to help you start, run & grow your business.
#1 Enterprise File Sharing, Sync and Backup. Get complete data ownership, residency and control. Filecloud Server: Run your own private Dropbox-like file sharing and sync solution, integrated with your IT infrastructure and storage. Filecloud Online: We host FileCloud for you on a world class infrastructure in the region of your choice. No installation. We take care of all the technical details. #1 Enterprise File Sharing, Sync and Backup. Filecloud is growing faster than Dropbox or Box!
Tresorit is an end-to-end encrypted file sync and sharing solution designed to safeguard sensitive content. Unlike other public cloud vendors, Tresorit has no access to user files, which ensures maximum confidentiality. - Files are protected from the moment you upload them to the cloud, until they reach the intended recipient. - Tresorit provides a digital workspace where your highly sensitive documents remain safe. - Manage and oversee all users and their data with powerful control options. Tresorit is the end-to-end encrypted file sync and sharing solution which safeguards confidential information by design.
Notebook is a beautifully designed note-taking app which is available across iOS, Android, Mac, Web, Windows & Linux. Take notes, add files, create checklists, sketches, record audio, and capture moments and all your notes are instantly synced across your devices and to the cloud. Create different types of content Create content of type text, image, audio, video, etc.
Join the 60M users who are already working with PDF Reader Pro for reading, editing, annotating, signing, Form Fill, Converting, Creating, OCR, Link, Encrypt, TTS, Bates Numbers, Header, Footer, Page Number, Stamp, Presentation, Table and Compress PDFs. PDF Page Editor Pro, Manipulate, Organize PDF Pages. Other features include split and merge, export annotation, multiple conversion support (PDF to Office (Word/PPT/Excel/RTF/CSV/TXT/HTML), PDF to Image (jpg, png,bmg,gif,tiff, tag), etc.) Edit, Sign, Annotate, Form Fill, Convert, OCR, Create PDF. Convert PDF to Word/PPT/Excel/RTF/HTML/Text/Image/CSV and more Offline
Xerox DocuShare's Content Management System gives you the easiest method to manage all of your paper and digital documents. Users can easily access, share, and process information in just a few clicks. Accepts paper content, digital files, video, images and email content in a secure, centralized repository. Xerox DocuShare's Content Management System gives you the easiest method to manage all of your paper and digital documents
Earth Class Mail is the leading virtual mailbox and virtual address provider in the U.S., allowing customers like Zapier, Reddit, and Lyft to take their postal mail paperless. From individuals to enterprise businesses, customers can deposit checks, pay bills, and share documents online all without ever touching an envelope. Your mail and documents securely in the cloud, fully searchable and integrated with the tools you use to power your back office.
WorkClout helps frontline workers streamline their safety & quality inspections, data reporting, work instructions, ISO compliance, corrective actions, & knowledge building. We're best suited for companies in the manufacturing, construction, healthcare, retail, facilities/property management, and transportation industries. We have the most customizable inspection template builder in the market and world-class reporting. WorkClout is available on iOS, Android, and Desktop. WorkClout centralizes digital inspections, corrective actions, safety & quality procedures, knowledge building, and data reporting.
Business grade PDF tool that saves money and increases productivity. Convert PDF to Excel, Word, PowerPoint and more. Business grade PDF tool that saves money and increases productivity. Convert PDF to Excel, Word, PowerPoint and more.
Slab is a knowledge hub for the modern workplace. We help teams unlock their full potential through shared learning and documentation. Slab features a beautiful editor, blazing fast search, and dozens of integrations like Slack, GitHub and G Suite. Slab is a knowledge hub for the modern workplace.
PdfCompressor is designed to optimize PDF documents, making them smaller, faster, more accessible and easier to process. With best in class OCR & dramatic file compression, PdfCompressor not only integrates with existing workflows, but also improves them by producing significantly more manageable files. This allows organizations to spend less time managing their digital files and more time on value-producing tasks. PdfCompressor is a leading document compression, OCR, and PDF conversion solution designed for highly efficient document capture.
An easy to use, full-featured PDF editing software that is a reliable alternative to Adobe Acrobat and provides all PDF functions needed at a fraction of the cost. PDF Studio maintains full compatibility with the PDF Standard and runs on Windows, macOS and Linux. A powerful PDF tool to create and edit PDF documents. Maintains full compatibility with the PDF standard. Windows, Mac and Linux.
Onehub is the best way to manage, share and collaborate on business files. Designed for business needs, Onehub offers granular control of data, role-based permissions and mobile access. The Onehub platform is intuitive and easy to use, so customers can begin controlled sharing of documents in minutes. Onehub's proven solution is used by more than one million users worldwide. Manage, share, and collaborate on business files. Offers granular control of data, role-based permissions and mobile access.
AODocs is the only document management platform built for Google Drive, letting companies build powerful, secure business applications without limiting collaboration or sacrificing user experience. Build better business applications in just a few clicks with AODocs.
Filestack is the #1 developer service for file uploads. Filestack allows developers to integrate 25+ of the worlds leading cloud drives with just 2 lines of code. End users can upload content from sources like Facebook, Instagram, and Dropbox or wherever that content is stored.In addition, Filestack enables developers to upload and store large files, transform and manipulate all file types, and deliver that content with blazing speed, responsively, across any type of desktop or mobile device. The Super API for End User Content. Upload, transform, and deliver files from anywhere on web, including Dropbox, Facebook and more.
Next generation word processor with live-collaboration & MS Word integration. Write, review & publish your documents all from one tool-all for free! Powerful online word processor tool that lets you create, edit, review and publish your documents from anywhere, on any device. An efficient document creation tool with live-collaboration built in. Work with word documents easily.
FOXIT is the INDUSTRY LEADER in PDF SDK TECHNOLOGY. Clients Include: GOOGLE, AMAZON, IBM, INTEL, MICROSOFT and NASDAQ. 7 Platforms: Web, Windows, iOS, Android, Mac, Linux and UWP. Features Include: Annotations, Digital Signatures, Form Filling and Security. 330 MILLION END USERS. 200+ DEVELOPERS. 15+ Years Development History. Global Support. Opens billions of PDF's everyday. Flexible licensing and partnership opportunities. Dedicated Solution Engineers located globally. FOXIT is the INDUSTRY LEADER in PDF SDK TECHNOLOGY. 7 x PLATFORMS. Our Clients: GOOGLE, AMAZON, IBM, INTEL, MICROSOFT and NASDAQ.

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.