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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

(972)4.7 out of 5

Laserfiche

(972)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. I also like the automation aspect, that is available in Workflow, that automates file storage and records management in the repository, and the automation found in Forms that automates the processing of forms, and their movement from person to person in an organization. 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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Transform the way your team works together, give them a secure, shared workspace, so their ideas have a home from conception to realization. Create, collaborate, and make team

Top Document Management Software Result from Cloud Content Collaboration

Also listed in Document Creation, Document Management


EH
“We have everything under control with Zoho Docs to avoid losing files”
What do you like best about Zoho WorkDrive?

We were trying to find a better way for my team to organize our documents. We needed a solution that could integrate more easily with our existing work tools. After testing it, we knew it was perfect for our needs. That's when we implemented it. The integration is seamless, it greatly simplifies the workflow. In addition, the user interface is clean and simple. I appreciate the ease of real-time collaboration, which includes uploading, organizing and sharing documents. Projects that require extensive teamwork and, of course, security considerations, benefit greatly from the ability to collaborate on documents, spreadsheets and presentations in real time. We can rest easy knowing that critical information is secure with Zoho Docs due to its end-to-end encryption and robust access controls. Review collected by and hosted on G2.com.

What do you dislike about Zoho WorkDrive?

Although the technical support is generally excellent, the time it takes to get a response has occasionally irritated me. Review collected by and hosted on G2.com.

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

Our document management has improved tremendously in the company since using Zoho Docs, which previously had a big problem with file organization. Previously, there were unnecessary delays on multiple occasions because our colleagues were still working on outdated versions of documents. I remember on one occasion, just before sending a proposal to a client, we discovered that the version we were consulting was not the most recent. It was a case that stuck in my mind. We were able to quickly retrieve the correct version by consulting the change history in Zoho Docs. Now everything is in one place and updated in real time, so we can work together with confidence. In addition, we can access documents whenever and wherever we want, as everything is now centralized. Our workflow has improved tremendously. 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


Des T.
DT
“Global Search - Going 100% Digital”
What do you like best about Square 9 Softworks?

I love that I can search for any business document in one location, export it, print it, whatever I am needing to do. Also the fact that you can select who has access to which folders is a great security feature. This has helped our company be 100% paper less. I use this software numerous times a day as does many in our company. Customer support has been outstanding and highly recommend. When we first moved to Global Search it was very easy to implement and intergrate with our every day processes. Review collected by and hosted on G2.com.

What do you dislike about Square 9 Softworks?

When I download a document it opens has an Enabled file so I have to always click to open it again. Review collected by and hosted on G2.com.

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

This has eliminated the need for paper, which is such a life saver. When we have many different locations we can all access the documents we are needing no matter when it originated from. Review collected by and hosted on G2.com.

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TeamSlide

TeamSlide

(31)4.7 out of 5

TeamSlide

(31)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


AM
“Simple yet very efficient solution”
What do you like best about TeamSlide?

Its strong integration with SharePoint and easiness to use. The customer team is very supportive, open to feedback and creative in finding solutions tailored to our needs. Review collected by and hosted on G2.com.

What do you dislike about TeamSlide?

TeamSlide solution would benefit in finding a way to identify child decks to parent decks. Review collected by and hosted on G2.com.

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

TeamSlide helps us manage slide repository, get organize with our content libraries and is integrated with PowerPoint (SharePoint) which is very helpful for users. 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 Engineering Document Management, Workflow Management, Document Scanning, AP Automation, OCR


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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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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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


GS
“Easy to use, extend and tonnes of customization”
What do you like best about Conga Composer?

The best thing i liked about is how easy it is to create a solution, customaize it using tonnes of parameters provided out of the box. It is so simple yet so powerful. From template creation to data merge to final delivery the whole process is easy to understand both for end users as well as for admins who are designing these solutions. the UI/UX is great and intuitive.

The customer support has been top notch. they are very responsive and able to understand your problem in first attempt without lot of back and forth.

No matter how big your documents are conga composer is able to handle whatever you throw at it and the latency is superb.

Overall the best solution for document automation and generation in the market without any doubt. Review collected by and hosted on G2.com.

What do you dislike about Conga Composer?

I really don't see any downsides for conga composer and I am finding hard to fault anything. Probably one thing i could think of is improving data gathering UI through conga queries and have a really nice UI to pull in data from parent-child fields. Review collected by and hosted on G2.com.

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

Generation of quotes, invoices , agreements helping with our digital transformation and reducing time and increasing productivity for end users and administrators. Review collected by and hosted on G2.com.

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Summize

Summize

(58)4.7 out of 5

Summize

(58)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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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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SuiteFiles

SuiteFiles

(58)4.5 out of 5

SuiteFiles

(58)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


VO
“Easy to onboard, friendly assistance from staff, a great solution to our needs”
What do you like best about SuiteFiles?

I like the ability to file emails directly into our folder structure, so that nothing gets lost over time. In our industry being able to go back to "prove" actions taken is imperative. I was finding just filing emails in Outlook doesn't provide enough reliability for this purpose. I was also really happy that there are multiple functions which we use - signatures is another important function. Creating the client "portal" of shared documents is great too. Provides a secure place for both us and our clients. And the support is great - reliable, quick. We were able to implement Suitefiles in our practice quicly so that we could benefit from all the features because we use it all the time. Review collected by and hosted on G2.com.

What do you dislike about SuiteFiles?

Having to learn a new system. Not being able to send multiple attachments in shared emails. Not being able to include my email signature. But these things will change. Review collected by and hosted on G2.com.

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

Being able to find and store all information in one place, for as long as it is needed. Documents and emails together. Peace of mind that if we need it in the future, it's just there, in the client's folder. 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

(552)4.1 out of 5

Bitrix24

(552)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


PG
“A escolha foi .... Bitrix24”
What do you like best about Bitrix24?

Considero o Bitrix24 bastante completo, leve, em constante evolução, permite um nivel muito alto de integrações via API . Usamos a versão CLOUD + APP . Comparando a oferta de funcionalidades do Bitrix e o seu custo ... é uma decisão muito fácil . O servço de suporte funciona muito bem . Realço que usamos a versão Enterprise . O Bitrix é uma ferramenta de uso constante e fácil. Review collected by and hosted on G2.com.

What do you dislike about Bitrix24?

A curva de implementação pode ser longa , a compreensão de todos os módulos e algmas funcionalidades não estão bem localizadas para Portugal . Review collected by and hosted on G2.com.

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

Orçamentos , Cobranças , call center , Tarefas , Projectos ... tudo numa só ferramenta Review collected by and hosted on G2.com.

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PairSoft

PairSoft

(109)4.4 out of 5

PairSoft

(109)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


Verified User in Outsourcing/Offshoring
IO
“Neutral experience with the product”
What do you like best about PairSoft?

Integration with Microsoft Dynamics 366 and Sage Intacct. Review collected by and hosted on G2.com.

What do you dislike about PairSoft?

It is worth to have integration with Zapier and Google Workspace. Review collected by and hosted on G2.com.

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

Procurement module is a good enough for small companies. 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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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 SaaS Document Management System that combines document control with workflow automation across various use cases. Its cloud-native architecture and generative AI t

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

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