8.6
Editor’s Rating:
Best Overall
SharePoint: Workflow
SharePoint
  • Familiar Microsoft interface
  • Scalable pricing plans
  • Effective collaboration tools and audit tracking
8.3
Editor’s Rating:
Best for Legal Firms
Clio: Dashboard
Clio
  • Case managament integrated with document management
  • Houses several different file formats
  • Every plan has unlimited cloud storage
8.2
Editor’s Rating:
Best for Government Agencies
Laserfiche: Drag and Drop
Laserfiche
  • Secure for sensitive government information
  • Supports electronic forms and surveys
  • Template creation and storage

Document management software creates a central repository for storing and sharing essential business files for easy access. Using our advanced review methodology, we selected and reviewed our favorite systems below.

SharePoint - Best Overall

Why we chose it: We picked Microsoft SharePoint as our best overall because of its familiar interface and effective features for several industries. Specifically, it offers strong collaboration tools that allow teams to share files and resources, helping streamline content management. Also, it supports version control by keeping a log of what edits were made and by who. This helps the content and document auditing process by keeping accurate records of every change to a file. Users can even receive alerts on document library changes for security.

Its 8.6 score also reflects SharePoint’s integration with Microsoft Office 365, as it is used by thousands of businesses worldwide. This can help lessen the learning curve, as many users will already be familiar with the Microsoft interface. Furthermore, the system is scalable for growing businesses. Sharepoint offers a $5/user/month “Plan 1” for small to midsize companies that need simple document libraries and file-sharing capabilities. For larger organizations, the Business Standard plan is $12.50/user/month for all Microsoft Office products and advanced customization tools.

However, one downside to Sharepoint is that its implementation can become complex because of its many customization options.

Best Overall:
SharePoint

SharePoint: Workflow
SharePoint: Reports
What We Like
Familiar Microsoft interface
Scalable pricing plans
Effective collaboration tools and audit tracking
What We Don’t Like
Complex implementation
Limited integration options
Overview
Starting Price: $5/user/month
Client OS: Android, Web
Deployment: Cloud Hosted

Clio - Best for Legal Firms

Why we chose it: We found Clio best for legal teams because of its industry-specific features, earning an 8.3. Firms can store several different file formats like audio, image, text, and video on unlimited cloud storage. This is ideal for lawyers and consultants who regularly interview clients and need a central location to store the recordings. Also, users can sync documents from their desktop to the system and vice versa without re-downloading them.

In addition to storing documents, we like Clio’s case management system, which stores key information for every open case. This includes bills, client info, and time entries for full control over legal matters. We also found Clio’s collaboration tools effective, as teams can connect on calls, manage client data together, and message on the mobile app from anywhere.

Despite its effective features, we found Clio’s price point fairly steep, especially for small firms and solo practitioners. Its base EasyStart plan is $39/user/month and doesn’t include integration options or full-text document search.

Laserfiche - Best for Governments

Why we chose it: We gave Laserfiche an 8.2 because of its document management capabilities for governments of all sizes. Its security is effective for storing sensitive information, as administrators can configure access rights for all users. Detailed audit logs also help municipalities keep accurate records of what users edited specific documents for full accountability.

We also like Laserfiche’s ability to streamline workflows for government organizations. The system offers low-code process automation tools to help teams convert from a physical to digital filing system. It also supports electronic forms and surveys, which is essential for governments that consistently send and receive feedback from the public and clients. With its document library, management can track approvals and locate documents, saving time on general tasks. Furthermore, users can create and store process templates for fast document creation.

However, one downside to Laserfiche is a steep learning curve due to complex features like advanced form customization. Because of this, Laserfiche offers several e-learning courses and instructor-led training for new users.

Best for Governments:
Laserfiche

Laserfiche: Drag and Drop
Laserfiche: Workflow
Laserfiche: Retention
Laserfiche: Redactions
Laserfiche: Upload Files
What We Like
Secure for sensitive government information
Supports electronic forms and surveys
Template creation and storage
What We Don’t Like
Can have a steep learning curve to to complex features
Overview
Client OS: Windows

Revver - Best for Financial Institutions

Why we chose it: We included Revver (formerly eFileCabinet) because it specializes in the financial industry. Its client management portal allows insurance agencies, accountants, and healthcare providers to centralize client documentation. For teams, it includes a collaboration hub to edit and share documents in real-time to get tasks done faster. Coworkers can even send requests to clients and each other for documents and eSignatures, eliminating the need to email back and forth.

The system helps automate financial document processes to streamline business operations. Specifically, it helps create an efficient invoicing process by automatically routing data for easy retrieval and audits. We found the system easy to navigate, with its intuitive folder structure for new users. Businesses can organize documents by categories such as client, type of document, or department for logical structure.

During our review, we found that users have reported slow loading times on the system. Also, we don’t like that it doesn’t release public pricing information.

Best for Financial Institutions:
Revver

Revver: Rever Reports
Revver: Secure Shareable Link
Revver: Zonal OCR
Revver: Email Secure Sharing
Revver: Workflow
Revver: Retention and Governance
Revver: Folder Templates
Revver: Advanced Search
Revver: Workflow Diagram
What We Like
Real-time editing
Access permissions and version tracking
Integration with SalesForce, Office and QuickBooks
What We Don’t Like
Users have reported slow software loading at times
Overview
Price Range: $
Starting Price: $699/user/year
Client OS: Windows, macOS, iOS, Android, Web
Deployment: Cloud or On-Premises

Hightail - Best for Tech Companies

Why we chose it: We like Hightail best for businesses in the technology industry, such as IT services and computer software development. This is due to its project management module, which is essential for designers and engineers to collaborate and exchange documentation. Users can organize teams and tasks, request approvals, and make real-time edits to videos, designs, and text documents.

We also appreciate Hightail’s file-sharing capabilities and simple UI. Users can send, receive, and download files in over 40 different file formats. These include popular file types like PDFs, JPEGs, and Docs for easy sharing. We also like Hightail’s integration options, as it syncs directly with common apps like Adobe Creative Cloud and Google Drive. This enables teams to securely store all files in one central repository for quick reference.

While we appreciate Hightail offering a free plan for small teams, it is very limited. The file size send limit is only 100MB, and the library only holds up to 2GB, which is insufficient for designers who upload large image files.

Best for Tech Companies:
Hightail

Hightail: Public Feedback
Hightail: Approval Request
Hightail: Marketing Campaign
What We Like
Supports over 40 file types
Effective collaboration tools
What We Don’t Like
Free plan only has 2GB of storage
Overview
Price Range: $
Starting Price: $12/month
Client OS: Windows, macOS, iOS, Android
Deployment: Cloud Hosted

What Is Document Management Software?

Document management software (DMS) helps organizations digitally receive, maintain, and archive their files, documents, and data. Among many other uses, document management systems allow organizations to customize templates and generate new documents. Users can put metatags on documents for easy indexing, search, and retrieval. Systems often have security and access features for certain documents, individuals, and teams to secure sensitive documents. Companies can share documents internally and externally.

Documents and data can be stored on local servers or ones provided by the software. Then, users can import and export data in various ways. They can move files from one digital space to another. Or they can scan paper documents to be translated into readable, searchable digital text. Users can also download their digital data to print out or digitally store locally to work with documents outside of the document management software.

With cloud-based software, users can access documents at any time, from anywhere. The system secures and backs up all the information, along with an additional backup server in case of emergencies. This way, users can focus on their responsibilities instead of spending time and effort on error-prone administrative work.

Sharepoint Reports
Import and manage documents for specific projects with Sharepoint.

Key Features

  • File Storage: Use internal or third-party servers to store documents, files, and other data. Many software packages also include disaster storage, with backups on servers in multiple locations.
  • File Sharing: Pull together multiple different document systems into one comprehensive resource by bringing together files, images, forms, spreadsheets, video, audio, and other document types. Find and combine assets from different teams and departments to create final documents. Allow customizable access for different users and teams. Create easy ways to pass documents from one user to another.
  • Indexing: Classify documents through metatags for easy organization and search. Tag documents by keywords, users, clients, dates, document codes, and more.
  • Version Control: Save, restore, and view multiple versions of the same document. This is also known as “versioning.” Compare versions side-by-side or reference who made what changes to which version and when.
  • Security: Secure documents by deciding who can view and/or modify documents. Require passwords and customize the necessary password complexity. Add two-factor authentication or security questions. Only allow documents to be accessed during certain time periods. And/or only allow certain IP addresses to access certain documents.
  • Full-Text Search: Allow users to search for documents by subjects, keywords, other users, clients, date, and other customizable factors.
  • OCR: Use Optical Character Recognition (OCR) to transfer any kind of document/text into machine-encoded text. OCR also lets users search for keywords on documents that are simply scanned and saved into the system. And OCR can automatically pull relevant data from one document and insert it into the appropriate areas of another. This speeds up and automates things like quotes, invoices, human resources forms, and contracts.
  • eSignatures: Allow authorized users to sign documents electronically. This can be used by both internal staff and external clients.
  • Audit Trail: View a complete history of each document. See which users viewed, shared, and/or revised each document. See what kinds of actions were made, at what times, and on which dates.
  • Workflow: Automate the movement of documents through a pre-built workflow. Once a user completes their action on a document, the document will move on to the next user to approve, share, archive, or more.
  • Data Validation: Create rules for different types of documents, and have the document management system check for errors, missing content, and inconsistencies, like missing signatures, misspelled names, or formatting issues. It will flag the issues and help you correct them.
Revver Secure Shareable Link
Send shareable links of every file on Revver.

Document Management vs. Enterprise Content Management

Document management software has similarities with enterprise content management software (ECM). Both DMS and ECM are important information technology tools as they organize, secure, and store data. They help organizations go paperless and aid the productivity of their workforces. However, DMS is more of a “file cabinet,” whereas ECM is more of a “digital assistant.” Document management software focuses on organizing, retrieving, sharing, and storing documents throughout their life cycles. On the other hand, ECM systems combine those documents with other applications, guiding content through pre-determined business and application processes.

Primary Benefits

Collaboration

File sharing and collaboration are more efficient with document management software. Teams can assign workflows and hierarchies to documents so that when one person completes their work, it automatically gets sent on to the next person to work on or for approval. That person will get a notification of the document, which eases communication. Then, if a question comes up or a revision needs to be made, the document can be sent back down the line, with the notes on the document, for the previous person to address.

Administrators can assign checklists to documents to guide users through their work, remind them of deadlines, and ensure documents are created consistently and approved. They can also decide whether just one person can work on a document at a time or if teams can work on one simultaneously. Working one person at a time aids in workflow and accountability, while shared access promotes communication, innovation, and teamwork.

Hightail
Leave feedback on creative assets with Hightail.

Security

Document management software ensures compliance with the General Data Protection Regulation (GDPR), which helps secure documents, maintain audit trails, retain appropriate data, and more. DMS uses powerful encryptions, password protections, two-factor authorizations, and other tools to ensure that the appropriate people can only access data at the right times.

It also allows administrators to manage and access documents internally and externally. Administrators can assign user email addresses or user IDs to documents, allowing only those people to access them. They can also assign who can edit a document, view it, and share it. This helps the auditing process and holds team members accountable for all edits.

Laserfiche Redactions
Use the click-and-drag redaction tool with Laserfiche.

Transfer Paper Documents Into Digital Ones

Most document management solutions have ways to convert paper documents into digital, searchable, editable, machine-encoded text. Simple imaging just creates a digital image of a document. What you scan is what is stored. But that does not help organizations go totally paperless.

To help go paperless, many document management software have OCR that allows you to scan in documents to convert handwritten, typewritten, or printed text into machine-encoded text. OCR will also scan non-machine encoded digital files (like certain PDF and other electronic file types) and turn that into machine-encoded text. Once in the system, you can search, copy-paste, and/or edit that document. You can also set up your software to import specific data from the document. Track the original as version one and then each edited version going forward.

Mobile Access

Cloud-based document management software allows users to access documents from outside the office, whether in home offices or on smartphones and other mobile devices, with a simple log-in and/or mobile app. From outside the office, users can request documents, upload files, receive notifications, and more.

What Kind of Business Are You?

Every business will use more digital documents, files, data, and assets moving forward. Even if a business wants to keep everything physical, it can’t rely on its vendors, clients, or other third parties feeling the same way. So, whether a business is just starting out or a multinational corporation, easy access to documents, as well as efficient communication and document sharing internally and externally, will be critical to success.

Small Business

With limited time and resources, small businesses can use document management software to focus resources on productive, revenue-generating work instead of administrative tasks. This saves space by not needing physical file cabinets and having the document management software store the business’s documents for them. Flexible pricing structures let companies add and subtract features and users as they grow.

Mid-Sized Business

With larger organizations, redundant work can become a problem. So, instead of two different users working on the same document simultaneously, use the check-in and check-out feature to ensure everyone can see who is working on a particular document at a certain time. In addition, it will log who worked on what, at what time, and what they did. That will help with audit logging for internal use and third-party access.

Enterprise

Enterprise organizations send and receive an incredible amount of data every day, and they need a way to automate the organization of that data. Companies can organize data by team, location, client, department, and keyword. When necessary documents are not immediately available, requesting, sending, and granting access to documents is simple.

You can assign workflows and rules to documents to have them automatically move through your organization in a pre-determined and consistent manner. No matter how many personnel or locations an organization acquires, the system gives all users the same access from a single, centralized system.

Clio Document Management
Store legal documents from hundreds of cases and clients with Clio.

Pricing

Typically priced per user, systems can range between $5 and $150/user/month. Most systems offer tiered pricing, so each plan costs more with added features, storage, and users. Like any software, price is determined by what features your business needs and your budget. Some systems, like Revver, don’t make their prices public, so you must request a customized quote directly from them based on different variables like number of users and desired features.

All Products

No products found
SharePoint Screenshot

SharePoint

★★★★★
★★★★★
(1)
Put social to work: Share ideas, discover answers and keep track of what your colleagues are working with new social features throughout SharePoint.
Starting Price
$5/user/month
Client OS
Android, Web
Deployment
Cloud Hosted
Clio Screenshot

Clio

★★★★★
★★★★★
(2)
Clio is a web-based practice management system that is specifically designed for solo practitioners and small law firms. Key features include its complete case management system, efficient time tracking for accurate billing, and a secure client portal for improved communication and transparency. Clio integrates with tools like QuickBooks, Microsoft Outlook, and Dropbox. The platform also provides reliable cloud-based storage for documents, ensuring that important files are accessible and secure.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$49/user/month
Client OS
Web
Deployment
Cloud Hosted
Laserfiche Screenshot

Laserfiche

★★★★★
★★★★★
(1)
Today, successful organizations need more than search and retrieval of imaged and electronic documents. They need to optimize the decision-making process by getting the right content’whether structured or unstructured, paper or electronic, audio or video, photograph or e-mail’into the right hands at the right time. Laserfiche Avante is a cutting-edge solution that combines comprehensive content management functionality with business process management (BPM) tools to both manage and process
Client OS
Windows
Revver Screenshot

Revver

★★★★★
★★★★★
(1)
Revver, formerly eFileCabinet, is a document management software designed to enhance organization, streamline workflows, and increase productivity across various industries. It stands out for its powerful document management and collaboration tools, such as real-time editing, access permissions, version tracking, and a built-in chat function. It also features predefined, customizable templates for document creation.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$699/user/year
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud or On-Premises
Hightail Screenshot

Hightail

★★★★★
★★★★★
(1)
Hightail is a document management software aimed at serving creative teams. Hightail simplifies the lifecycle of a file by automatically inserting custom branding, letting edits happen in real-time, assigning to-do lists and deadlines, customized invoicing, and flexible archiving standards. Hightail will store each version of an asset, allow side-by-side comparisons of different versions of that asset, allow comments/notes directly on the asset, and more. Creative can be sent forward and
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$12/month
Client OS
Windows, macOS, iOS, Android
Deployment
Cloud Hosted
Doc.It Suite Screenshot

Doc.It Suite

★★★★★
★★★★★
(2)
Doc.It Suite is a document management solution designed primarily for accounting and tax professionals. Its key features include document capture, storage, archiving and retention, metadata management, OCR functionality, PDF conversion, and integration with Microsoft Office and Outlook.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$29/user/month
Client OS
Windows
Deployment
Cloud or On-Premises
Contentverse Screenshot

Contentverse

★★★★★
★★★★★
(7)
Contentverse is a document management software offering a wide array of features, including access control, activity dashboards, AI/machine learning, and archiving and retention. It is designed to streamline document handling, providing easy access to information and eliminating the need for physical paper copies.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$250/user (perpetual license)
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
NetDocuments Screenshot

NetDocuments

★★★★★
★★★★★
(4)
NetDocuments is a cloud-based document management system primarily tailored for legal professionals. It offers a centralized repository for documents, making it easier to share and collaborate with team members and clients. Features like multi-factor authentication, geographic data redundancy, and legal software integration make it stand out.
Client OS
Web
Deployment
Cloud Hosted
PaperSave (PairSoft) Screenshot
Formerly PaperSave, PairSoft is a comprehensive solution designed to automate accounts payable, procurement, and document management. It integrates seamlessly with existing ERP systems, enhancing control and visibility over data. The software focuses on reducing manual, transactional work, thereby saving time and costs. Key features include AI-driven invoice processing, workflow optimization, and intuitive data capture, which collectively streamline month-end closes, approval bottlenecks, and spend management control. PairSoft is particularly beneficial for mid-size to large organizations looking to elevate their accounting and procurement efficiency while ensuring compliance and simplifying audits.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$395/month
Client OS
Web
Deployment
Cloud Hosted
DocuWare Screenshot

DocuWare

★★★★★
★★★★★
(1)
DocuWare is a full-service document management software built for all organizations, from small businesses to international enterprises. DocuWare also hosts robust, flexible, automated workflow solutions to reduce the need for time-consuming and error-prone data entry. And files can be marked as complete or in need of revision, which will automatically send the files forward or backward in the workflow. @youtube Process Incoming Invoices; Store Documents, Files and Data; Automate Common
Client OS
Windows, iOS, Android, Web
Deployment
Cloud or On-Premises
M-Files Screenshot

M-Files

★★★★★
★★★★★
(1)
M-Files is a document management system that offers features like workflow automation, version control, and advanced metadata management. Its interface mimics the familiar Windows File Explorer, easing user adoption. M-Files integrates well with existing software ecosystems, enhancing document accessibility and organization.
Client OS
Windows
Deployment
Cloud or On-Premises
OpenKM Screenshot

OpenKM

★★★★★
★★★★★
(1)
OpenKM is designed to simplify the management of documents and records across an organization. Its key selling points include a strong API for seamless integration with other business systems, robust document management features such as workflow automation, and support for various file formats. The platform is highly adaptable, catering to a wide range of industries and business sizes.
Client OS
Windows, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises
Templafy Screenshot

Templafy

★★★★★
★★★★★
(1)
Templafy is a full-suite document management software, with advanced features for document creation. Organizations can generate documents faster, more accurately, and with higher compliance through a host of automated tools. For example, businesses can import their style and formatting guides to Templafy; and it will flag and auto-correct any errors or inconsistencies. And updated branding, copy, and creative within a template will be updated for all users. These tools cut down on labor and
Client OS
Windows, macOS, iOS, Android, Web
Deployment
Cloud Hosted
Zoho WorkDrive Screenshot

Zoho WorkDrive

★★★★★
★★★★★
(1)
Zoho WorkDrive is a full-suite document management software from Zoho . Zoho WorkDrive is similar to Zoho’s other document management software, Zoho Docs. But WorkDrive was developed for mid-range businesses and enterprise organizations, while Docs was developed for individuals, start-ups, and small businesses. Zoho WorkDrive expidites workflows by making document creation, search, sharing, and storing simple. WorkDrive helps teams revise and comment on documents, save templates and formatting
Starting Price
$2/user/month
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises
Zoho Docs Screenshot

Zoho Docs

★★★★★
★★★★★
(1)
Zoho Docs is a cloud-hosted document management software suitable for businesses of all sizes. It allows users to easily manage, share, and store files online, including presentations, documents, and spreadsheets. Key features include online collaboration, file versioning, secure file sharing, and integration with Zoho Office Suite and other tools. The software supports multiple devices and customer types, offering a secure environment for file management.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$2.50/user/month
Client OS
Windows, macOS, Linux, Web
Deployment
Cloud Hosted
OpenDocMan Screenshot
OpenDocMan is a PHP-based, open-source document management software that offers centralized document storage, limited access, and change tracking. Compliant with ISO 17025 and OIE standards, it allows for fine-grained user access control and supports multiple languages. The software is available in both free and paid versions, with the latter offering additional features such as one-click updates and performance dashboards.
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$99/month
Client OS
Windows, macOS, Web
Deployment
Cloud or On-Premises
Optix Screenshot

Optix

★★★★★
★★★★★
(1)
Optix is a document management and workflow software by MindWrap. Optix helps organizations electronically manage their critical data, from creating, through revisions, to archiving. Optix will work for almost every organization, as it is usable on both Windows and Mac, and is available offline and online. Optix allows highly-customizable workflows and scripts, which automatically moves a document along its lifecylce. High degrees of security and governance help keep data secure and only
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$5,000 (perpetual license)
Client OS
Windows, macOS, Linux, iOS, Android, Web
Deployment
Cloud or On-Premises
PaperTracer Screenshot

PaperTracer

★★★★★
★★★★★
(1)
PaperTracer allows customers to easily use SQL Modules to deploy powerful custom SQL databases, make them collaborative with both internal and external users, personalize with your Corporate Logo, and begin using the software within a matter of minutes! User-friendly: A system that can be mastered through incorporated tutorials quickly. Access: Authorized user is capable of accessing rapidly through any desktop computer. Retrieve Information 24/7: With PaperTracer, documents, images and other
Client OS
Web
Deployment
Cloud Hosted
PandaDoc Screenshot

PandaDoc

PandaDoc is a digital document solution. Create, send, track, and eSign documents — all from one intuitive and easy-to-use platform. Supercharge your CRM with the PandaDoc integrations. PandaDoc is an ideal platform for managing organizational documents including proposals, quotes, contracts, HR documents, and more. Create media-rich documents with a single click. Access completed documents from inside the platform at any time. PandaDoc Proposals; PandaDoc eSignatures; PandaDoc Contracts;
Price Range
   $     $     $     $     $   
   $     $     $     $     $   
Starting Price
$9/user/month
Client OS
Web
Deployment
Cloud Hosted
3CEPS Extraction & Mapping Software Screenshot

3CEPS Extraction & Mapping Software

★★★★★
★★★★★
(1)
3CEPS Extraction and Mapping Software automates the costly, manual processes of data entry from various formats. This software solution simplifies data extraction from documents, whether it’s a scanned image (i.e., jpeg, tiff, gif), pdf, or electronic source like electronic banking flow. Primary Features ; Target Markets ; and Pricing Model . Primary Features ; Target Markets ; and Pricing Model . Data security (data anonymity and confidentiality enabled); Automating an existing manual process;
Client OS
Linux
Deployment
Cloud or On-Premises

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