Document Management Software

Typically, Document Management is a capability of a variety of other G2 Software categories. See more below to select the

best Document Management Software.

Document management is a tool used by businesses to create, save, share, and access important documentation, such as contracts or internal processes. Different businesses will use document management for different reasons. These use cases will depend on the size of the business, the industry it exists within, and the role of the individual using it. Common features of document management software include document storage, search capabilities, and collaboration tools.
Laserfiche

Laserfiche

(971)4.7 out of 5

Laserfiche

(971)4.7 out of 5

Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in Document Scanning, Digital Process Automation (DPA), AP Automation, OCR, Online Form Builder


Brenda D.
BD
(Original )Information
“Centralized Document Management Done Right”
What do you like best about Laserfiche?

Laserfiche takes the guesswork out of managing your documents. It shines a light on the benefit of a centralized document management system versus a network drive or other cloud-based storage. Review collected by and hosted on G2.com.

What do you dislike about Laserfiche?

Nothing, I love this product. It has been a lifesaver for us. Review collected by and hosted on G2.com.

Recommendations to others considering Laserfiche:

There is no other market tool that provides a system that manages a document's life cycle as completely as Laserfiche. When considering their system, make sure to look at the Workflow piece, Laserfiche Forms, and Records Management as part of your solution; they work so well together that it is difficult to think of using their system without those pieces. Review collected by and hosted on G2.com.

What problems is Laserfiche solving and how is that benefiting you?

We are taking people out of the document management process. The primary benefit is that people can focus on more value-adding work instead of spending time tracking paper, filing paper, and storing paper. A document's life cycle should be managed electronically; not a burden people have to work. Review collected by and hosted on G2.com.

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Zoho Docs

Zoho Docs

(415)4.4 out of 5

Zoho Docs

(415)4.4 out of 5

Zoho Docs is a web-based document management solution that helps you store all your documents in one place and seamlessly collaborate with your team from anywhere, on any devi

Top Document Management Software Result from Cloud Content Collaboration

Also listed in Document Creation, Document Management


Jose M.
JM
“Zoho Docs es una herramienta de gestión de documento”
What do you like best about Zoho Docs?

Interfaz Intuitiva: La plataforma es fácil de usar, incluso para usuarios con poca experiencia en herramientas digitales. Relación Calidad-Precio: Ofrece opciones competitivas en comparación con otras herramientas similares, como Google Workspace o Microsoft 365. Seguridad: Incluye certificaciones y medidas de cumplimiento como GDPR y SOC 2, asegurando altos estándares de privacidad. Review collected by and hosted on G2.com.

What do you dislike about Zoho Docs?

Limitaciones en la Versión Gratuita: Aunque es funcional, la versión gratuita tiene un límite en el almacenamiento y las características avanzadas. Velocidad en Archivos Grandes: Puede volverse un poco lenta al manejar documentos muy grandes o múltiples archivos simultáneamente. Interfaz de Usuario Mejorable: Aunque es funcional, algunos usuarios pueden considerar que su diseño es menos moderno en comparación con herramientas como Google Docs. Review collected by and hosted on G2.com.

What problems is Zoho Docs solving and how is that benefiting you?

La gestion de archivos en la nube era un problema que con zoho doc nos ayudo a resolver Review collected by and hosted on G2.com.

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TeamSlide

TeamSlide

(30)4.7 out of 5

TeamSlide

(30)4.7 out of 5

Replace your SharePoint PowerPoint library with TeamSlide and unleash your content

Top Document Management Software Result from Other Office

Also listed in Desktop Search, Enterprise Search Software, Knowledge Base, Document Management


Alex J.
AJ
“Fantastic Solution for a Small Biz”
What do you like best about TeamSlide?

We love the ability to regulate our PowerPoint material for the firm with a tool that is so easily adopted by employees of all ages. TeamSlide has given our small firm the ability to consolidate our best marketing material from different expertise groups within the firm, while also making it easy for a small core team to manage content for consistency and accuracy. Review collected by and hosted on G2.com.

What do you dislike about TeamSlide?

A downside for our firm is that slides do not feed into TeamSlide in the same order as we have them in the source decks if any updates have been made - the slide(s) most recently updated appear at the top. The workaround is simple, copy/pasting the whole deck back in, but it's still an extra step we have to take any time a slide in the source deck is edited. This also prevents us from taking advantage of version control in the future. Review collected by and hosted on G2.com.

What problems is TeamSlide solving and how is that benefiting you?

TeamSlide answers our firm's marketing deck problems: what's our newest/best content and how do we let everyone know what it is and where it is? Now our whole team can easily access our best content to use in client presentations with no hesitancy over how accurate and timely the content is. Review collected by and hosted on G2.com.

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Helping businesses simplify common business tasks with digital transformation solutions that transition business processes to a paperless world.

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in OCR, Online Form Builder, Onboarding, Business Process Management, Document Management


Darien Hundley S.
DS
“Square 9 helps multiple departments in our state government office. By accessing and storing files.”
What do you like best about Square 9 Softworks?

The most helpful aspect of square9 is the amount of space that can be used to store files and documnetation.

The application is well organized and we use this in a number of different departments so each department may have certain access restrications and that helps keep everything nice and organized for every department.

Also me and my fellow employers use this application everyday. The implementation of this application was seemless and customer support is really good when needed. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

At times Square9 can have it's bugs with the global search portal. This can be with logging in or sometimes features will dissapear and the application just needs to be reset so that it can work. Review collected by and hosted on G2.com.

What problems is Square 9 Softworks solving and how is that benefiting you?

The business problem we have is making sure everything is organized in every department and kept separate for smooth documentation and easy access. Review collected by and hosted on G2.com.

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Document and Records Management Software

Top Document Management Software Result from Document Management


Verified User in Telecommunications
AT
(Original )Information
“FileHold is the ultimate solution for managing your document needs with ease and efficiency”
What do you like best about FileHold Document Management Software?

Filehold provides secure and centralized document management system for all the documents based on business needs with user-based premissions and audit logging. Furthermore, it is easy to use with language localization options and also integrates well with Microsoft office applications. Moreoever, it supports for workflows and approval process sytem with electronic forms and notifications via email. Lastly, the application customer support is awesome and they would arrange remote session to assist further. Review collected by and hosted on G2.com.

What do you dislike about FileHold Document Management Software?

Filehold document management system does not have suitable mobile application which limits the accessibility and convenience of the software. With that in terms of security roles and permissions it is complex and can be confusing which could cause data risk to the company. In addition to that it does not have user friendly workflow designer which makes it harder to create and customize workflows based on business needs and requirements. Review collected by and hosted on G2.com.

What problems is FileHold Document Management Software solving and how is that benefiting you?

Mostly it is beneficial to the organization to centrally store the archive data files and documents which could be easily accessible and securing those based on the internal compliance and policies. Review collected by and hosted on G2.com.

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DocuWare

DocuWare

(242)4.4 out of 5

DocuWare

(242)4.4 out of 5

DocuWare’s document management software delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. Our cloud an

Top Document Management Software Result from Document Management

Also listed in Workflow Management, Document Scanning, AP Automation, OCR, Online Form Builder


Aron S.
AS
“First impressions on a approval workflow”
What do you like best about DocuWare?

IIf well configured in every aspect, Docuware can come in to help translate the paper-based stream into a fully digital (paperless) stream. There are no limits. After the first test flow, our company tried its hand at forms management, thus eliminating a whole series of internal documents and forms that had no digital trail. These forms can be correlated to external or internal Db for retrieval of one or more data. In our case, an integration between ERP and Docuware is a must. Review collected by and hosted on G2.com.

What do you dislike about DocuWare?

In our case we made use of the Cloud license.

The price is definitely a bit high, and the gb available is small compared to the growth of companies in the current period (50 GB). Review collected by and hosted on G2.com.

What problems is DocuWare solving and how is that benefiting you?

Digital transformation, paper abandonment, less ecological footprint Review collected by and hosted on G2.com.

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Summize

Summize

(57)4.7 out of 5

Summize

(57)4.7 out of 5

Summize is a Contract Lifecycle Management (CLM) solution that is designed to unite legal teams and business stakeholders so everyone can work better with contracts. It makes

Top Document Management Software Result from Contract Lifecycle Management (CLM)

Also listed in Document Management, Document Generation, Document Creation, Contract Management, Contract Analytics


SV
“Summize is a CLM designed for how companies actually process contracts”
What do you like best about Summize?

I have been part of 3 different CLM implementations in prior roles, and Summize was easily the most seamless. I love that you do not need to log into a portal, or require your 3rd parties to log into a portal, in order to review/negotiate contracts; the system funcions the way a contract negotiation actually plays out in reality.

The Teams and Outlook ad-ins are also especially useful. I also really like the AI summaries and data extraction functionality.

The Summize team is always open to suggestions, responsive to customer issues and genuinely strives to ensure satisfaction. Review collected by and hosted on G2.com.

What do you dislike about Summize?

The search functionality is not as reliable as I'd hoped.

The AI is not always great at extracting information (for example, pulling party names) but Summize is continously improving and seriously considers customer suggestions, that is far more than you'd get from most CLM providers. Review collected by and hosted on G2.com.

What problems is Summize solving and how is that benefiting you?

Our prior contract/document generation tool was very archaic and unreliable, Summize has single-handedly solved that problem. We also had issues with centralizing and management storage of our large volume of contracts and related documents, Summize has completely fixed that.

Our users were hesistant to adopt any new technology, but once I introduced them to Summize and showed them some of the user-friendly features (particularly the Teams add-in) they quickly adopted it. Now I only hear positive feedback. Review collected by and hosted on G2.com.

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Revver

Revver

(373)4.3 out of 5

Revver

(373)4.3 out of 5

Revver, formerly eFileCabinet, provides for over 155,000 users worldwide. Work smarter and more efficiently with Revver.

Top Document Management Software Result from Cloud Content Collaboration

Also listed in Digital Asset Management, Enterprise Content Management (ECM), Client Portal, Document Management, Client Onboarding


Carlos L.
CL
“More than a document manager”
What do you like best about Revver?

I like this system because it is quite easy to implement it in organizations, this software guarantees a safe and efficient document management because it improves the workflow by taking care of repetitive tasks maximizing work management, another factor that I like about this tool is that it integrates well with other tools such as google drive, Overall it stands out because it is a tool that can be used in various industries, improving communication between teams and collecting or organizing information securely. Review collected by and hosted on G2.com.

What do you dislike about Revver?

The tool works well, sometimes it can slow down the loading of very heavy documents but only a little bit which does not mean interruptions in the processes, more than a negative feature it could be a suggestion for improvement. Review collected by and hosted on G2.com.

What problems is Revver solving and how is that benefiting you?

In our organization this tool has been key to advance in team work processes allowing us to share files with guaranteed security as well as automate repetitive actions, reducing the time we used to spend organizing and compiling information. Review collected by and hosted on G2.com.

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Klyck.io

Klyck.io

(85)4.6 out of 5

Klyck.io

(85)4.6 out of 5

Klyck.io provides B2B sales enablement solutions and integrations into CRM systems like Salesforce.com.

Top Document Management Software Result from Sales Enablement

Also listed in Document Management, Digital Sales Room, Enterprise Content Management (ECM)


EH
“Great for small business”
What do you like best about Klyck.io?

Klyck.io has made it extremely easy to manage our sales content. The interface is easy to understand and we are able to organise our content based on our needs. It is easy to retrieve any items as per the tags. The advanced search filter is amazing for this purpose. Collaboration has become really easy now. We can check in real time that who is working on what and it has made our sales effort efficient. Review collected by and hosted on G2.com.

What do you dislike about Klyck.io?

I have found no major cons till now. There are few minor bugs here and there but the customer support helps out with it. The platform works well for our needs. Review collected by and hosted on G2.com.

What problems is Klyck.io solving and how is that benefiting you?

Klyck.io helps us with a lot of things. It has helped us with easy collaboration, organizing our content as per the need and personlize our sales content with the pre made templates available. It has helped us to increase our workflow in a systematic manner and without wasting time. Review collected by and hosted on G2.com.

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OnBase

OnBase

(261)4.3 out of 5

OnBase

(261)4.3 out of 5

OnBase helps you improve customer service, reduce operating costs and minimize risk. It does this by providing you with instant access to all your data, documents and business

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in HR Service Delivery, AP Automation, Business Process Management, No-Code Development Platforms, Document Management


CN
“I would not recommend OnBase to anyone”
What do you like best about OnBase?

I like the intentions behind the product, it intends to be a good ECM with inovation propelling them forward. Unfortunately Hyland does not work on improving components of OnBase that would make it a more sought after product. The Web client should have the full capabilities to match what the Unity client or Thick client is capable of. Scanning is almost nonexistent for web and the Unity client does not have great scanning features, users should not be required to be experts in the field of scanning to have the product work for them. Review collected by and hosted on G2.com.

What do you dislike about OnBase?

The product is worse than our own we are replacing it with, it lacks scanning capabilities and has little to no web client functionality, it requires thick client installs with config file maintenance. The IIS resets force admins to be active after hours to be able to implement any changes when it should be easy for admins to push changes out. creating a user group should not require kicking users out of the system. users should be able to scan multiple document types without needing to change settings for the scanner inputting them. we cant even swap out licenses when we have 9999 workflows licenses for any workview when we only have 25. Review collected by and hosted on G2.com.

What problems is OnBase solving and how is that benefiting you?

OnBase is creating more problems than they are solving, our admins have to create more 3rd party components to support systems that used to be integrated in our old ECM Review collected by and hosted on G2.com.

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SuiteFiles

SuiteFiles

(57)4.5 out of 5

SuiteFiles

(57)4.5 out of 5

SuiteFiles is a document management solution for businesses, integrated with Office 365, Xero Practice Manager and more. SuiteFiles enables businesses to securely manage, edit

Top Document Management Software Result from Document Generation

Also listed in Client Portal, Accounting Practice Management, Document Creation, Cloud Content Collaboration, E-Signature


Sue T.
ST
“System that's easy to use and improves efficiencies!”
What do you like best about SuiteFiles?

Due to several staff members working on the one job Suitefiles has made things so much more efficient. Having everything in one place is excellent.

Document signing and saving emails easily per job is a game changer Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

The drag and drop is a great feature however having to save the file externally to upload is a bit of a work around. However, being relatively new to Suitefiles there might very well be a way to do this that we are yet to find. Review collected by and hosted on G2.com.

What problems is SuiteFiles solving and how is that benefiting you?

Communication between all staff members. All in one place. Easy, efficient. Review collected by and hosted on G2.com.

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ES
“Very reliable and secure solution.”
What do you like best about VisualVault?

First of all, the company is top notch to work with. They are extremely helpful and professional when getting your company ready to use the software. VisualVault has made many improvements in the last couple of years to make the user experience easier to use. The version control process is much easier and faster than it was in the past. The VV team moved all of our documents from SharePoint into VV with our help. Review collected by and hosted on G2.com.

What do you dislike about VisualVault?

The permissions were somewhat difficult to set up but once they were in place it was fairly easy to change them when needed. Review collected by and hosted on G2.com.

What problems is VisualVault solving and how is that benefiting you?

Keeping document profiling consistent is challenging and VV helps you do that by providing custom fields to profile one or many documents at the same time. Review collected by and hosted on G2.com.

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AmpleLogic EDMS is a web-based Electronic Document Management System that automates and seamlessly manages your document management process to ensure compliance by having cont

Top Document Management Software Result from Document Management

Also listed in Enterprise Content Management (ECM)


CD
“EDMS is a reliable software that has improved the Regulatory compliance.”
What do you like best about AmpleLogic EDMS?

EDMS has resulted in Improved Efficiency as a result of online tracking of documentation activities.

The software has facilitated the reduction of Company Costs as a result of going paperless and has integrated entire critical processes with common workflow providing on the spot reports and audit trail facility.

Manual Issuance of documents is no longer required thus saving valuable time.

EDMS has Improved the access to Records & Information and has Enhanced Document Security & Control Review collected by and hosted on G2.com.

What do you dislike about AmpleLogic EDMS?

We have a good experience with AmpleLogic EDMS. Customer support provided is extremely good. We have always received a prompt response and troubleshooting support. Review collected by and hosted on G2.com.

What problems is AmpleLogic EDMS solving and how is that benefiting you?

• Document Repository is not required as all documents will be stored as Soft Copies in the System

• Reduces the Tedious process of manually obtaining approval and signatures on documents Review collected by and hosted on G2.com.

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Bitrix24

Bitrix24

(547)4.1 out of 5

Bitrix24

(547)4.1 out of 5

Bitrix24 is a free collaboration platform with CRM, tasks, projects, documents, messaging, and much more.

Top Document Management Software Result from CRM

Also listed in Project Collaboration, Kanban Project Management, AI Writing Assistant, Cloud Content Collaboration, Video Conferencing


ZD
“Bitrix24 Pros and Cons”
What do you like best about Bitrix24?

Its a really good platform for small business to use as an enterprise quality communications and collaboration tool without the costs and pains of such platforms as Jira, Confluence, and MS teams. I particularly like the collaboration, the website developer wizard with templates. Review collected by and hosted on G2.com.

What do you dislike about Bitrix24?

I dont like that full features are not available for a Basic user when a company is up to 5 people and you need to upgrade to pay double for 100 headcount to get the added features as clock in, etc. I think they should give all features with a reasonable price based on size of staff. Review collected by and hosted on G2.com.

What problems is Bitrix24 solving and how is that benefiting you?

It provides me a cost effective platform with features I would generally have to use multiple platforms for in a larger organization. Review collected by and hosted on G2.com.

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PairSoft

PairSoft

(108)4.4 out of 5

PairSoft

(108)4.4 out of 5

Pairsoft is a complete document management, electronic workflow and transaction (invoice and gift) automation solution for Blackbaud, Intacct, and Microsoft Dynamics GP, CRM a

Top Document Management Software Result from AP Automation

Also listed in Document Management, Procure to Pay, Document Scanning, Robotic Process Automation (RPA), Invoice Management


Manny G.
MG
“Easy to use and manage -workflows and users”
What do you like best about PairSoft?

Easy management of the workflows and Users. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

Sometimes it gets too slow to view backup online and we have to download to view. Review collected by and hosted on G2.com.

What problems is PairSoft solving and how is that benefiting you?

I am not sure of their new or upcoming solutions. Review collected by and hosted on G2.com.

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Perceptive Content builds process and content management software that closes the information gaps that exist throughout every organization.

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in Document Management


JC
“Utilize Perceptive Content for Document Storage”
What do you like best about Perceptive Content?

It is easy to import documents into Perceptive Content. The web interface is intuitive and user friendly. Review collected by and hosted on G2.com.

What do you dislike about Perceptive Content?

Some things require the abilitly to write program scripts. Hoping some things like mass update of properties becomes easier in the future. Review collected by and hosted on G2.com.

What problems is Perceptive Content solving and how is that benefiting you?

One of our departments recently onboarded and is using Perceptive Workflow to not only reduce the number of paper documents, but process additional properties on the documents by multiple users. Review collected by and hosted on G2.com.

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DocFynd

DocFynd

(14)4.5 out of 5

DocFynd

(14)4.5 out of 5

Smart Connect with your documents A simple click-and-configure application to set the process for your documents uploads and tagging documents to multiple related objects. Con

Top Document Management Software Result from Document Management


CW
“DocVaz Review”
What do you like best about DocFynd?

Hashtags are easily attached to a document, helping you categorize and tag more efficiently and easier. Review collected by and hosted on G2.com.

What do you dislike about DocFynd?

It will be better if you could cutomize the astethics and change the colors in the interface since sometimes it can be difficult to understand and handle. Review collected by and hosted on G2.com.

What problems is DocFynd solving and how is that benefiting you?

It helps you organize and categorize content, documents, and objects by using hastaghs and tags. Helping you improve your efficancy and productivity to a hundred percent. Review collected by and hosted on G2.com.

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Conga Composer makes it easy for Salesforce.com users to create sophisticated documents and reports using their data in Salesforce CRM with just a few clicks.

Top Document Management Software Result from Salesforce CRM Document Generation

Also listed in Document Generation, Document Creation, Salesforce AppExchange Apps, Proposal, API Documentation Management


Brian S.
BS
“Conga is more essential that Salesforce”
What do you like best about Conga Composer?

We have a Salesforce Subscription just for Conga Composer. We can throw anything at it and get what we need. Our contracts can be quite complex. We have over 80 word and pdf documents that are combined into a single pdf, merged with hundreds of fields. We have if/then statements within Word to show or hide just the right text for different state laws. We have custom links and automatic field updates. Our Conga Composer merges all these fields together into a single zip, then passes this document straight into Conga Sign where our clients can sign in-person. Review collected by and hosted on G2.com.

What do you dislike about Conga Composer?

There's really nothing we don't like. The document builder hasn't seen an update in a while but it works very well as is. Review collected by and hosted on G2.com.

What problems is Conga Composer solving and how is that benefiting you?

Our contracts are very complex. We operate over 9 different states. It pulls together all the templates we need, using formula fields, and generates a single pdf with all the signature tags we need for Conga Sign and OneSpan. Review collected by and hosted on G2.com.

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M-Files

M-Files

(147)4.3 out of 5

M-Files

(147)4.3 out of 5

M-Files is a global leader in information management. The M-Files metadata-driven document management platform enables knowledge workers to instantly find the right informatio

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in Document Management, Engineering Document Management, Cloud Content Collaboration, Workflow Management


Howard C.
HC
“How M-Files Changes a Company”
What do you like best about M-Files?

I love M-Files because it helps my Organization Manages our worflow and it helps us Calloborate on different Task and assignment. It also prevent Persons from seeing docments in which they arent suppose to with the different Permission Feature it offers Review collected by and hosted on G2.com.

What do you dislike about M-Files?

as a user of this Product i do not have any dislikes Review collected by and hosted on G2.com.

What problems is M-Files solving and how is that benefiting you?

My organization is move from the old School ways of physcally sending out different documents to clients and employee and with M-files it helps us with that task virtually by doing those task automatically and with the different aspect of Permission M-files has we dont have to be worried with the document be viewd by persons who should not be viewing it Review collected by and hosted on G2.com.

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AODocs

AODocs

(114)4.2 out of 5

AODocs

(114)4.2 out of 5

AODocs is a document management and business process platform fully integrated with G Suite, allowing organizations in all industries to build processes at scale and meet comp

Top Document Management Software Result from Enterprise Content Management (ECM)

Also listed in Cloud Content Collaboration, Contract Lifecycle Management (CLM), Document Management


Eugene P.
EP
“AODocs empowers businesses of all sizes to streamline their document-related processes.”
What do you like best about AODocs?

Comprehensive features, ease of use, and exceptional customer support, AODocs enables us to deploy advanced features with ease to enhance productivity, improve collaboration. Those responsible for key decisions can do so based on accurate and up-to-date information. Review collected by and hosted on G2.com.

What do you dislike about AODocs?

Honestly, nothing negative to add. Havng worked on Microsoft SharePoint for more than a decade, I find AODocs and the Google plateform far more enjoyable to interact with. Review collected by and hosted on G2.com.

What problems is AODocs solving and how is that benefiting you?

As an application development plateform, AODocs is the primary go to solution for managing the organizations "controlled content". Review collected by and hosted on G2.com.

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