It seems these days everyone is talking about best personal document management software. Document management software is actually a new and popular topic that doesn’t seem to be waning yet in popularity. But as with most new and trendy topics, there are many different ideas on what the actual best solution will be.
What is the best document management software for home? This question depends on your needs, but we’ve listed some of the top rated options in this article. We’ll also explore what makes them great choices and mention any common problems.
Perhaps you’ve heard a lot of different things about this, and are wondering what the best document management software is. There are many things to look for when looking for document management software, and there are many different types of software overall. Document management solutions can be the solution for any organizational problems you have. They can help you organize not only your documents, but also store important information about your customers, employees and business. Working in a document management system is efficient and allows you to have control over all your documents.
Review the complete list of best document management software for home and office. Document management system helps you to manage all your documents, reports, e-mails etc together.
What is Document Management System?
Document management system is a cloud-based automated solution for creating, organizing, sharing, and securing business documents and files. It enables you to track your document version without any hassle. This cloud storage system provides faster reviews and approvals workflow for different stakeholders located at multiple geographical locations. It allows you to easily access business documents from tablets and smartphones.
Onehub
Onehub helps businesses securely share and control files in the cloud. Share files, data and information with confidence. It’s features are standard features including dragging and dropping uploading, doing version control (any time changes are made to a file, OneHub genereates a new version behind-the-scenes), folder organization, and also archiving downloading for you.
Inforouter
Document management software that streamlines the day-to-day business activities of thousands of companies around the globe, saving them time and money.
The infoRouter document management system only requires a server side installation that has a few easy steps. There are no client-side components to install. Using the Import/Export Tool, you can import all of your existing documents into infoRouter.infoRouter allows you to share information on drives that are not shared, so you can go ahead and get rid of all the mapped drives. Implementing and maintaining security on these mapped drives will no longer be an issue.
The infoRouter Enterprise Document and Content Management system is highly scalable. Up to 100 servers can share the workload making it virtually impossible to outgrow.
Papertracer
With Papertracer, you can automate your workflows and digital documents online. Simplify your audit procedures to support management and regulatory compliance requirements.
The company has two types of software. PaperTracer Enterprise allows you to choose from customizable templates or create your unique integrated solution—all without a developer. PaperTracer Express offers the most commonly needed templates rightsized for small and medium business (SMB) clients. This software company seems more centered on Healthcare companies.
Contract/Proposal Signing DMS
MasterControl
DMS focused on complianceVISIT SITEMobile optimizedSupported by regulatorsGlobal standardsAdvertisement
Within big organizations, there are often processes and regulations put in place to ensure documents are compliant and follow company guidelines. But when you have a ton of files, it can be hard to follow such rules.
MasterControl Document Control Software, which is used by some of the world’s largest regulatory bodies, is document management software that addresses complex regulations and standards around the globe. It aims to reduce compliance cost and increase internal efficiency.
The system fully automates routing, delivery, escalation and approval of vital documents. It also sports a centralized, secure archive where you can store and search for business files.
There is no indication of a free trial, and pricing requires contacting the company for a quote.
XaitPorter
Cloud-based collaboration at its bestVISIT SITEFully cloud optimizedSmart collaboration featuresSalesforce integration
If you’re looking for a cloud solution for creating documents, then you should definitely check out XaitPorter.
The great thing about this system is that it’s extremely flexible. You’re able to collaborate and work on documents with colleagues simultaneously, and you can easily share feedback with each other. It also manages all aspects of workflow, so you don’t have to worry about formatting, numbering and layout.Advertisementhttps://3ca88cd54dc261bef54e875315617902.safeframe.googlesyndication.com/safeframe/1-0-38/html/container.html
XaitPorter has some useful tricks on the integrations front, as well. The software can work with Salesforce, Oracle, SAS, Microsoft 365, OpenText and Dropbox. And it’s currently used by over 45,000 firms across the globe.
While there is a demo available, there is no free trial, and pricing requires getting in touch for a quote.
eFileCabinet
eFileCabinet is a document management software that enables you to import documents in one place. It uses a centralized solution for all your documents. This tool streamlines everyday tasks to increase the productivity of the employees.
It enables you to sign a contract with eSignature. This app allows you to share encrypted files with other people. It uses Zonal OCR for automated form filling.
Features:
- You can access your documents from Android and iOS apps.
- It allows you to set a complex password to your document.
- You can track the document version with ease.
- This cloud document management enables you to instantly retrieve a file.
- Enables you to schedule a free demo.
- This software has excellent customer reviews.
Price: Free
Zoho Projects
Zoho Projects is a collaboration and document management tool created by Zoho. This software helps you to plan your projects, assign tasks, and communicate effectively. It enables you to merge documents, graphics, video clips, reports, spreadsheets in one place.
Zoho Projects enables you to share files of your organization with other people. It also helps you to keep track of your document versions. This tool allows you to search for files using the words written in the content or title and instantly view the result.
Features:
- Everyone working on a project can log his/her billable & non-billable hours using timesheets.
- Allows you to create an issue and track them as they get fixed and tested.
- The team will always access the latest version of all project documents.
- Integrates easily with third-party apps like Google, Zapier, GitHub, Dropbox.
- It has good customer reviews.
Price: Free
bit.ai
Bit.ai is a smart document management system that helps firms to organize knowledge by projects, teams, and departments. This tool enables you to create unlimited number of workspaces without any hassle.
It enables you to organize your document content in folders and subfolders. This program offers themes for transforming your documents into a new look with just one mouse click.
Features:
- It helps you to get useful information of documents.
- You can run analysis report on any document.
- This cloud document management software enables you to manage user roles and permissions.
- Bit.ai allows you to customize workflow.
- It supports 100+ file formats.
Price: Free
DocuSign
DocuSign empowers anyone to make every decision, approval, workflow, and signature fully digital. Learn how you can DocuSign and Go from anywhere. DocuSign makes any workflow or approval simple, secure and fully digital, so you can get on with your business, and your life.
DocuSign works with the services and applications such as Microsofy, Salesforce, Google, and Apple. Signaturely is another DocuSign Alternative that makes online signature much easier.
UsefulPDF
UsefulPDF is an electronic signature and document generation application that allows businesses and individuals to manage important documents. You’re able to browse a collection of legal documents such as purchase agreements, power of attorney, employee contracts, etc., fill out a simple questionnaire, download or send them, and store them indefinitely. You can also sign documents with secure electronic signatures, create your own templates, and more.
- Sign documents online
- Choose from hundreds of business documents and legal documents
- Intuitive interface
- Invite team members
- Create your own templates to be reused
- Currently no limits on document storage
eSignLive
A DocuSign competitor, eSignLive allows customers deploy behind your firewall or in the cloud without compromising on your requirements. You can capture signatures on your website, at a point-of-sale, or out in the field using a desktop, laptop, or mobile device. Signers are not required to download anything and can e-sign using only a standard web browser. eSignLive supports click-to-sign, handwritten signature capture, fax-back signing, and more.
It also comes with multiple signers, multiple signatures per signer, multi-party routing, document and signing order, sequential and parallel workflow – we have your basics covered. And with support for document insertion, proxy signing, paper-based review and much more, we can support even the most complex workflow requirements.
Data can be captured before or during a transaction, merged with PDF documents and instantly reflected in the documents. eSignLive supports a number of data field types including text, check boxes and drop down. Fields can be flagged as required or optional.
With every good presentation is a good presentation builder that fit the intricacies and identity of your organization. At CustomShow, we believe our presentation software can do just that.
IncoDocs
IncoDocs is a tool that enables you to digitize the management of documents for exporters and trading companies. This application helps you to create sales and shipping files faster. It enables you to eliminate manual data entry work and costly delays of shipments.
IncoDocs allows you to connect your team in one shared workspace for remote work. It offers document templates that can be easily stored in a secure cloud environment. This application helps you to minimize the inefficient document export process.
Features:
- Offers digital signatures and stamps.
- Enables you to import data from existing sources.
- This product allows you to integrate with your existing software.
- You can access it from any device.
- It is one of the best document management software that helps you to create commercial invoices with ease.
How do you choose Document Management Software?
Here are the important aspects that help you to choose Document Management Software:
- Searching: You have to look for a wide variety of options for quickly finding needed files. It is good that it allows you to search documents by name, content, type, and modified date.
- Simple file structure: The Document Management System must have an easy-to-use file structure.
- Version control: Version control or versioning is important feature of document management software that enables you to track changes in files. The best DMS should also maintain an archive of old versions. Therefore, you can easily see the modifications in documents.
- Mobile access: You have to look for the Document Management System that is accessible via tablets and smartphones. This will allow you to view, alter and share files from any place.
- Integration: The document management system should easily integrate with other software you are already using, like CRM software and email client.
- Scanning: The document management software should provide a document scanning feature.
- Security: The document management system must allow you to assign permissions for a particular user on accessing folders and files.
Conclusion
A file and document management software program can help you organize all your important files, documents and photos; so you don’t lose any more important records. The Best Document Management App is an award-winning solution that gives you the power to keep your important documents backed up, encrypted and well organized. With our software, you can search through your digital files instantly regardless of their format or type.
Document management software is a personal or business application that offers a way to organize and control access to the documents created or submitted. There are many personal document management applications that make it possible for people to manage their data in the fastest and most convenient way. Document management is a vital part of any business, and more so in an enterprise organization with hundreds of employees. Businesses use document management to help business processes run smoother, leading to a swifter resolution of tasks and simplifying work.