Project management platforms or collaborative tools frequently come with document management options. This is because DMS makes it easier to create, share, and organize documents—a crucial task when managing projects and working collaboratively with your team.
But there are also document management software options with focused features, such handling PDF (a universal document standard) and email management (a still widely used tool for document exchange). The cost of document management software varies widely amongst solutions as well.
Best Document Management Software Mac
PandaDoc
PandaDoc is a well-liked web-based DMS system for document creation, delivery, and online sharing. With its capacity to deal with a variety of document formats like Docs and PDF, support for legally binding e-signatures, and management of digital documents like contracts, estimates, and invoices, it allows quick paperless operations.
The software is best suited for usage by departments and organizations where document distribution, sharing, and creation are crucial everyday tasks. The system may be used by teams in finance, marketing, sales, law, operations, and human resources to create and organize documents as well as restrict access based on user roles and configure security settings.
The PandaDoc cloud platform is designed to make it simple for you to produce and manage all types of documents. It offers a huge collection of free templates for the easy creation of invoices, quotations, proposals, contracts, and other business-related documents. You can add corporate branding components and change the language and currency in your chosen design. PandaDoc, an online solution, provides anytime, everywhere collaboration by allowing users to log in and comment on shareable files, as well as quick document validation thanks to its integrated electronic signature feature.
Fill
Fill is a simple online document generation tool. The platform, which was created to operate on any device, has eSignature support, intelligent document filing, and team workflow management. Additionally, it has tools for automation and reusable templates to make it simpler for users to develop drafts. Teams may readily digitize and archive their documents using this method.
You can be sure that all of your private documents are kept hidden from prying eyes thanks to the platform’s 256-bit encryption protection. You are also able to keep a careful eye on who has accessed which files and when thanks to real-time records and audit trails.
In addition to the aforementioned, Fill uses Zapier to connect with more than 6000 apps and makes use of developer APIs. In this manner, importing and exporting documents for routine business processes is simple.
Regarding pricing, Fill offers a free plan that includes limitless uploads and electronic signatures. Additionally, they offer expensive subscriptions with more sophisticated features. These cost between $9.99 and $29.99 per month.
Juro
An integrated digital workspace is what Juro, a web-based contract management system, is intended to be. Through the use of comments and version control, it facilitates collaborative editing, allowing users to work on documents at the same time. Users can make all revisions in-browser without having to upload or download any files.
Additionally, Juro offers OCR capabilities that make it simple to turn scanned photos into editable texts for documents. As there is no need to manually type the text, workflows can be sped up. Information retrieval is also made faster and easier than ever thanks to the platform’s powerful text search feature.
Juro includes an end-to-end contract lifecycle management solution in addition to the aforementioned features. With this, dynamic approval processes may be automated, and stakeholders can easily examine and sign contracts. Additionally, the platform may interact with a variety of business systems from third parties, allowing you to simply expand its functionality.
For small firms that just need to process 50 contracts every month, Juro offers a free option. They offer a Lite plan for $58 per month and a Team plan for $90 per month for individuals who require more sophisticated functionalities. For businesses, they also provide a quote-based plan.
ContractWorks
For expert contract administration, ContractWorks provides an intuitive user interface (UI) and is furnished with AI-powered and cutting-edge automation technologies. Utilizing the system’s built-in e-sign functionality, adding an unlimited number of users, getting contract status updates, and creating unique reports for stakeholders are all possible. With its detailed authorization settings, it also enables you to fully control contract access.
Your contracts will remain safe, organized, and searchable with the help of this program. A wealth of features in the solution enable improved contract visibility and quicker contract analysis. These consist of contract highlighter, smart contract outline, smart document tagging, sophisticated search with OCR, and snippet view.
When you select ContractWorks, you also get 24/7 customer assistance in addition to a robust range of services. This product’s regular plan costs $600 per month and comes with 2,500 documents, unlimited users, and five licenses for electronic signatures.
Qoppa PDF Studio
A practical and complete option for creating and editing PDF files is Qoppa PDF Studio. Its features allow users to edit and annotate PDF files, convert other document file formats into PDF files, and scan papers straight to PDF.
You may quickly annotate your PDF files using Qoppa PDF Studio. Text can be highlighted, sticky notes can be added, and audio can be recorded into PDFs. Users may also effortlessly fill out PDF forms thanks to it.
In contrast to other PDF programs, Qoppa PDF Studio also includes security features like user permissions and encryptions so you can feel secure knowing that your PDF files are secure. Additionally, it has sophisticated capabilities including a PDF optimizer and redaction tools.
ContractZen
Advanced contract administration features are available through the all-in-one governance software called ContractZen. E-signature, smart contract import, and scheduled reminders are just a few of its special and useful features. Additionally, it offers datarooms for exchanging contracts with stakeholders and outside parties.
You may save and arrange contracts in the cloud using ContractZen and quickly find the one you need. You can find precisely the information or document you need thanks to its metadata-driven search. You can access your contracts from any location at any time using any device because its document repository is entirely online.
The program provides virtual data rooms and conference management tools in addition to contract management. Its cost is tailored for the purchase of small and medium-sized organizations.
Encyro
Software called Encryptro is used to send encrypted messages. With this software, you receive multi-location encrypted backup and auto-encryption in addition to 16 layers of security. Additionally, you make sure that you abide by all applicable security and privacy laws, including HIPAA, GDPR, the Gramm-Leach-Bliley Act, IRS Publication 4557, PCI-DSS, and SOX.
Using Encyro Pro gives you access to extra features including a customisable upload page where you may receive private information without having to ask your customers to register. You can select one of their design templates for an upload page, add your logo, and alter the colors to fit your branding.
You can track whether your files or communications have been read with this software’s Pro version.
Signaturely
A web-based tool called Signaturely can make it easier for users to gather digital signatures and create business papers. The program acts as a central repository for documents, facilitating team collaboration by facilitating the tracking and access of information. Given that the program automatically stores the most recent versions of each file, Signaturely also serves as a legal backup for papers.
Teams may more easily construct a wide range of papers that require signatures with the help of the software, including proposals, agreements, contracts, and release forms. Users can submit these papers to the platform or quickly create them using the templates that come with Signaturely. Emailing papers to several signers is also made simpler for teams by a drag-and-drop interface and bulk sending options.
The platform has three pricing tiers, the free one of which includes audit logs and three signature requests per month. Paid plans with Signaturely begin at $10 a month.
Personal Document Management Software for Mac
Adobe Document Cloud
A cloud service for organizing and storing a range of files is called Adobe Document Cloud. Users who frequently work with PDF files will particularly benefit from it. However, there is a significant disadvantage to this personal document organizer program. It doesn’t support a lot of file types.
Although Adobe Document Cloud is a premium service, a sample version is available. Files can be sorted in a variety of ways, including by name, creation date, and others.
All users who seek to streamline their workflow by automating the filling out and signing of documents will find Adobe Document Cloud to be helpful. Additionally, you can store screenshots and images using this app.
The ability to send and track files online makes it possible to keep track of all document changes.
Google Docs
A free online tool from Google called Google Docs was created as an alternative to Microsoft Word. It is employed to produce, store, and sort new files.
Although it frequently works with images, scans, and other types of files, this free file management program primarily concentrates on text documents. Google Docs has fantastic collaboration tools that make it easy to manage teams and work on several projects.
The service’s availability is its primary benefit. All of your documents can be accessed from any device if you have a Google account. The uploaded files can be secured by limiting access to the URL or making it read-only.
The disadvantage of Google Docs is its slow work, especially if you have a bad Internet connection. When you try to perform some operations, the system may freeze for a long time.
FileCenter
You may scan, archive, organize, and locate computer data with the help of the user-friendly software called FileCenter. In a single workflow, it combines numerous file management, scanning, text recognition, and modification functions.
When working with PDF files, this customized document organizer is extremely helpful. The documents can be seen without being opened. In file cabinets, it is also possible to distribute files. Additionally, FileCenter is where you may keep all of your papers.
An inventive OCR search is another practical function. The file may be encrypted or deleted without a chance for recovery, depending on your demands.
The software offers excellent Outlook integration, allowing you to save any communication as a separate computer file.
OpenKM
One of the most versatile personal document management programs, OpenKM supports the majority of the current file formats. Digital documents and scans are primarily stored, sorted, managed, and tracked using this.
You can create, keep, use, and manage records with the OpenKM record management system. Additionally, it works well for receiving and disposing of files. Additionally, data on the operations and transactions of various organizations can be recorded.
Bitrix24
An easy-to-use platform for managing and storing files in multiple formats is Bitrix24. The program is available in cloud and self-hosted (on-premise) versions. All setups can be transferred to your own server. Bitrix24 also provides you with direct access to its source code.
This service stands out for its well-coordinated teamwork. The programmers made every effort to allow users to work both independently and as a team.
Bitrix24 also offers strong file security thanks to the ability to make internal or external linkages. As a result, the designers can vouch for the security of your private data.
eDoc Organizer
Since it is a fully functional document control program, eDoc Organizer is a great choice for both professional and private use. Three file management choices are available with this software: the cloud-based version, the on-premise version, and the enterprise edition. As a result, eDoc Organizer can be used by large enterprises.
The software provides a number of document sorting options. Files may be sorted by name, date, or OCR. Additionally, PDF-formatted files can be saved and shared safely. You can easily save, analyze, and compare files using eDoc Organizer.
Kimios
Kimios is free software for managing documents that can be used for document creation, editing, tracking, and storage. In addition to handling papers, it facilitates process improvement.
All popular file formats and metadata are compatible with this file management system. Additionally, it’s simple to share documents with your collaborators.
The convenience of the service is its biggest benefit. This is because of the interface’s simplicity and thoughtful design. Users may concentrate solely on their task because the layout isn’t crowded with pointless banners.
Being a cross-platform program, it comes with a mobile application. Besides, Kimios allows users to access collaborative features and work with documents in the same workspace. Thus, you don’t need to incorporate massagers or email correspondence into your work.
LogicalDOC CE
A platform for managing personal documents is available for free under the third edition of the GNU Lesser General Public License as Logical DOC Community Edition (LogicalDOC CE).
This file management system supports CMIS, WebDAV protocols, HTTPS, users and group management, events log, and collaborative features in addition to WordPress, Dropbox, and Joomla integration. It can also generate reports and password-protect documents.
Despite being open-source, the service has features that are comparable to those of pricey document management programs. Additionally, iOS and Android users can download the LogicalDOC CE mobile application. You can handle your documents practically constantly and everywhere thanks to this.
Folderit
Online document management tool Folderit is appropriate for both personal and professional use. The advanced search function in Folderit is a special feature that makes it easy to locate all the required files.
Utilizing three access levels, the electronic document management system enables you to share files, folders, and even accounts (Previewer, Viewer, Editor). Additionally, you can make a user group and share the papers with everyone in it at once. You may view a history of each activity any team member has made on a file using the Audit Trail function.
It is feasible to upload updated versions
Free Document Management Software for Mac
Adobe Document Cloud
A cloud service for organizing and storing a range of files is called Adobe Document Cloud. Users who frequently work with PDF files will particularly benefit from it. However, there is a significant disadvantage to this personal document organizer program. It doesn’t support a lot of file types.
Although Adobe Document Cloud is a premium service, a sample version is available. Files can be sorted in a variety of ways, including by name, creation date, and others.
All users who seek to streamline their workflow by automating the filling out and signing of documents will find Adobe Document Cloud to be helpful. Additionally, you can store screenshots and images using this app.
The ability to send and track files online makes it possible to keep track of all document changes.
Google Docs
A free online tool from Google called Google Docs was created as an alternative to Microsoft Word. It is employed to produce, store, and sort new files.
Although it frequently works with images, scans, and other types of files, this free file management program primarily concentrates on text documents. Google Docs has fantastic collaboration tools that make it easy to manage teams and work on several projects.
The service’s availability is its primary benefit. All of your documents can be accessed from any device if you have a Google account. The uploaded files can be secured by limiting access to the URL or making it read-only.
FileCenter
You may scan, archive, organize, and locate computer data with the help of the user-friendly software called FileCenter. In a single workflow, it combines numerous file management, scanning, text recognition, and modification functions.
When working with PDF files, this customized document organizer is extremely helpful. The documents can be seen without being opened. In file cabinets, it is also possible to distribute files. Additionally, FileCenter is where you may keep all of your papers.
An inventive OCR search is another practical function. The file may be encrypted or deleted without a chance for recovery, depending on your demands.
The software offers excellent Outlook integration, allowing you to save any communication as a separate computer file.
OpenKM
One of the most versatile personal document management programs, OpenKM supports the majority of the current file formats. Digital documents and scans are primarily stored, sorted, managed, and tracked using this.
You can create, keep, use, and manage records with the OpenKM record management system. Additionally, it works well for receiving and disposing of files. Additionally, data on the operations and transactions of various organizations can be recorded.
Bitrix24
An easy-to-use platform for managing and storing files in multiple formats is Bitrix24. The program is available in cloud and self-hosted (on-premise) versions. All setups can be transferred to your own server. Bitrix24 also provides you with direct access to its source code.
This service stands out for its well-coordinated teamwork. The programmers made every effort to allow users to work both independently and as a team.
Bitrix24 also offers strong file security thanks to the ability to make internal or external linkages. As a result, the designers can vouch for the security of your private data.
eDoc Organizer
Since it is a fully functional document control program, eDoc Organizer is a great choice for both professional and private use. Three file management choices are available with this software: the cloud-based version, the on-premise version, and the enterprise edition. As a result, eDoc Organizer can be used by large enterprises.
The software provides a number of document sorting options. Files may be sorted by name, date, or OCR. Additionally, PDF-formatted files can be saved and shared safely. You can easily save, analyze, and compare files using eDoc Organizer.
Kimios
Kimios is free software for managing documents that can be used for document creation, editing, tracking, and storage. In addition to handling papers, it facilitates process improvement.
All popular file formats and metadata are compatible with this file management system. Additionally, it’s simple to share documents with your collaborators.
The convenience of the service is its biggest benefit. This is because of the interface’s simplicity and thoughtful design. Users may concentrate solely on their task because the layout isn’t crowded with pointless banners.
The cross-platform program has a mobile application as well. Additionally, Kimios gives users access to collaboration tools and lets them edit papers in the same workspace. You can avoid including massagers or email correspondence in your work as a result.
LogicalDOC CE
A platform for managing personal documents is provided for free under the third edition of the GNU Lesser General Public License as Logical DOC Community Edition (LogicalDOC CE) (LGPL).
This file management system offers CMIS, WebDAV protocols, HTTPS, users and group management, events log, and collaboration capabilities in addition to WordPress, Dropbox, and Joomla integration. It can also generate reports and password-protect documents.
Despite being open-source, the service has features that are comparable to those of pricey document management programs. Additionally, iOS and Android users can download the LogicalDOC CE mobile application. You can handle your documents practically constantly and everywhere thanks to this.
Folderit
Online document management tool Folderit is appropriate for both personal and professional use. The advanced search function in Folderit is a special feature that makes it easy to locate all the required files.
Utilizing three access levels, the electronic document management system enables you to share files, folders, and even accounts (Previewer, Viewer, Editor). Additionally, you can make a user group and share the papers with everyone in it at once. You may view a history of each activity any team member has made on a file using the Audit Trail function.
It is feasible to upload updated versions of a file while keeping older versions of the file and its associated information. Additionally, you may easily recover your document with only one click.
DocuWare Cloud
Popular document management program DocuWare Cloud has a robust collection of capabilities. It contains all the equipment required for use at the enterprise level, including exceptional importing and form handling capabilities.
By offering electronic forms for both internal use and customer-focused cases, DocuWare Cloud performs fantastically. The capabilities of this file management system are enough for managing documents. Many businesses value its electronic form capabilities and all-encompassing administrative functions.
SeedDMS
A system for managing users, groups, and control lists as well as examining documents online is called SeedDMS. Additionally, it is appropriate for managing workflow, performing external authentication, and archiving documents of any age. Although the software is free, anyone is welcome to make a donation to help the creators.
The visually pleasing interface of SeedDMS makes it simple to navigate and carry out even the most difficult tasks.
SedDMS has strong privacy and security capabilities, which is one of its assets. The files won’t be lost or stolen, therefore the user may be confident in that. Even when running SedDMS on contemporary machines, the sole negative is frequent software crashes.
Paperless for Mac
All of your documents, receipts, and other vital paperwork can be managed by Paperless for Mac in a single interface, and it does a respectable job of it. The organizing features offered by Paperless make it a fantastic central storage solution on your Mac for all of the stray documents you scan on a regular basis, even though the setup procedure can be a little complicated and we encountered some slowdowns when importing files.
Because Paperless installs libraries, imports files, and asks access to several resources on your computer, the installation procedure can be lengthy. The program should then be prepared to use for any document management and organizing tasks on your computer, including scanning and importing. With cover images of all of your PDFs in one searchable area, the interface is simple and strongly resembles other Apple libraries. The text from a document can be extracted using OCR, added by scanning it with your scanner, or new folders can be created to categorize your papers.
The use of Paperless can be annoying the first few times because the library processes everything independently from your Mac, making the import process and opening a file for the first time slow. However, once your library is set up, it’s a reliable alternative to Finder-level organization.
Consider downloading Paperless for Mac if you have a lot of documents sitting about, scans all over your computer, or receipts you’d like to digitize. Although the pace can be annoying at first, it works well as a tool for organizing receipts and documents.
You may effortlessly and conveniently keep up with the work of maintaining your receipts and document organization with Paperless for Mac.
Your need to store paper documents of any kind is decreased by using Paperless for Mac. Simply scan any piece of paper—receipts, invoices, statements, warranty cards, business cards, etc.—and Paperless will detect the information and add it to the Details Window. The 21st century version of file management is Paperless for Mac.
You can organize all of your files in one place thanks to Paperless for Mac’s simple and intuitive interface. It is simple and quick to efficiently arrange all of your digital papers. OCR is used to tag newly scanned images and turn them into PDFs that can be searched by any term.
Conclusion
Document management software is a critical part of any Mac business. By choosing the right software, you can keep your data safe and organized. Whether you have a small office or a large library, it’s important to choose the right software to manage your documents. Consider the size of your collection, the needs of your organization, and the needs of your users before making a decision. Use document management software to open and view files, print documents, import documents, and more.