Best Software to Manage Documentation

The best document management system software makes it simple and easy to manage files within a team.

Document management is becoming increasingly important as the concept of a paperless office is becoming an everyday reality, especially with the growth in cloud storage services.

This means that instead of having to keep paper in clunky file cabinets, documents can now be stored securely online. However, it’s not just about archiving information as much as making the whole process of document management easier, covering everything from branded templates, improving workflows, working with collaboration tools, as well as being able to sort through sometimes technical information. And that’s on top of general document editing and management tasks.

Good document management software (DMS) also has to be able to work with different digital file types, not just from office software, but also note-taking apps, technical plans, images and designs, and anything else you could imagine previously being printed on paper, including from legacy file formats. These days it will also cater for esigning software for documents.

M-Files

M-Files
  • Free for 30-days
  • Customized pricing
  • Industry-specific solutions
  • AI technology

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M-Files offers the future of document management. The software leverages AI technology to automate your organizing process.

When you upload content to M-Files, the platform automatically organizes the data based on what it is, as opposed to just where you want to store it.

Protect your information by connecting your existing network to M-Files’ AI, automatically and securely.

Another top benefit of M-Files is that they offer industry-specific solutions. Some popular industries that they service include:

  • Financial services
  • Construction and engineering
  • Oil and gas
  • Real estate
  • Manufacturing
  • Professional services

M-Files is great for larger teams that need to access documents at different times. If someone on your staff needs a file that was uploaded and saved by another colleague, they won’t need to search through different folders to see what the document was saved as.

With AI technology, all you need to know is what type of document you’re looking for. Then you can organize the content based on criteria like project title, author, customer, or expiration date.

M-files demo screen.

It automatically detects duplicate content and updates the latest document to one singular file. This way you always know that you’re viewing or working with the latest version.

With M-Files, you can store a wide range of document types, including emails. The software also allows you to collaborate with external users who don’t have M-Files. That content can be shared as a secure link.

M-Files offers cloud storage, on-site storage, and hybrid storage solutions as well.

You can try M-Files free for 30 days  but pricing for M-Files is not listed on their website. You need to contact their sales team to inquire about a custom solution.>> Compare Quotes


Templafy

Templafy
  • Try for free
  • Customized pricing
  • Enterprise solutions
  • All-in-One document management
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Templafy is a relatively new DMS. After launching in 2014, they have been providing all-in-one document management solutions for enterprises all over the world.

It’s designed for large businesses and helps streamline tasks to save time when it comes to storing and accessing files.

More than 300 enterprises across 80+ countries use Templafy for document management. This translates to more than one million users.

Using intelligence software, Templafy will automatically show the most relevant content to each employee based on their usage and position.

That means your marketing team doesn’t need to see documents only relevant to accounting, and so on.

Templafy eliminates of having to create new document on a new platform by giving users the ability to create and edit new content directly within the system.

Templafy business presentation screen.

Both new and uploaded content can all be managed in a simple and singular feed on your dashboard.

Templafy’s cloud storage software means you can access documents from anywhere, including on your smartphones and tablets.

You can integrate Templafy with Microsoft Office 365, G-Suite, and other platforms that you’re using to run your business on a daily basis. You can even integrate Templafy with CRM solutions like Salesforce or Microsoft Dynamics.

Big brands like Pandora and IKEA trust Templafy to manage their documents with enterprise-grade software.

In addition to managing documents and files, Templafy has solutions for maximizing employee productivity and creating an evergreen IT infrastructure.

Security is another top benefit of using Templafy. You and your team can securely store and access content from anywhere, using any device, whether you’re online or not.

Like most enterprise software, Templafy provides custom solutions for each unique company. So they don’t list any prices online. You can try Templafy for free before you commit to a contract by reaching out to their sales team.>> Compare Quotes


eFileCabinet

efilecabinet

Visit eFileCabinet

  • Starting at $15 per month
  • Integrates with many third-party services
  • File share & collaboration tools
  • Access files from anywhere

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eFileCabinet is one of the best document management solutions on the market. They help individuals, small business owners, and enterprise-level companies organize data and files online.

Their solution helps you remain organized no matter how many documents and files you have.

You can search for documents or locate them based on folder templates or pre-defined file names. eFileCabinet also keeps a portfolio of your most used documents for quick access.

efilecabinet admin dashboard screen.

The eFileCabinet solution does the hard work for you. Simply upload a document, and the software will file it. The automated workflow streamlines your time-consuming tasks to improve efficiency in the office.

All of your documents can be accessed from anywhere with a web browser or mobile app. Use your phone or mobile device to upload directly too. eFileCabinet also allows you to sign contracts.

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One of the biggest standouts for this solution is the collaboration features. The system allows you to create different levels of security, so only certain people can access data.

eFileCabinet has encrypted file sharing and requests, two-factor authentication, and role-based permissions. You can even set IP or location-based authentication.

The software integrates with popular third-party services like DocuSign, Salesforce, and Microsoft Office.

Here’s an overview of the plans and price points for eFileCabinet:

  • Starter — Starting at $15 per month (25 GB of storage)
  • Advantage — Starting at $55 per month (1 TB of storage)
  • Business — Starting at $99 per month (5 TB of storage)
  • Unlimited — Starting at $199 per month (Unlimited storage)

All prices are listed per user and billed on an annual basis. Once you upgrade from the Starter plan to Advantage, you’ll need to pay for a minimum of three users.

I’d only recommend the Starter plan to individuals. Sole proprietors or very small businesses can probably get away with the Advantage plan, but the Business package will likely be the best for the majority of you.

With eFileCabinet, you get to choose if you want your storage either on-site or on the cloud. Personally, I prefer the cloud storage. But there are advantages to on-premises as well. Click here to learn more and sign up at eFileCabinet today.


signNow

SignNow logo

Visit signNow

  • Free 7-day trial
  • Starts at only $8/month
  • Unlimited templates
  • Industry-specific solutions

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signNow is an intuitive document signing and management software loved by users for its ease of use and low price point.

signNow is a no-frills solution for affordable document signing services. In terms of features, it stacks up well with big names in the industry, offering unlimited templates, many integrations, cloud storage even on the lowest paid tier, multiple language support, audit trail, reminders, and more.

Unlike e-sign big names like DocuSign and HelloSign, one handy feature signNow offers is a unique direct signing link. When you upload a document for signing, you do not have to let the provider send a third-party email to your client requesting a signature.

SignNow demo screen home page.

Instead, signNow gives you a direct link you can email or text to your client so that the request comes right from you. 

Another point for signNow goes to its mobile app. Document recipients can sign important papers without signing up for an account from desktop, phone, or tablet devices.

You can purchase a solution suited specifically for your industry, including but not limited to:

  • Construction
  • Financial Services
  • Healthcare
  • Insurance
  • Real Estate
  • Education

signNow users can also set up no-code workflow automation for all document processes. You can assign roles, add conditional routing, set notifications, and integrate with the business tools you already use. Plus, it is very secure, complying with ESIGN authentication and protection, operating according to SOC 2 Type II certification, guaranteeing compliance with industry standards. 

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signNow has four subscription plans:

  • Business: $8 per user per month
  • Business Premium: $15 per user per month, includes workflow automation
  • Enterprise: $30 per user per month, includes payment requests, attachments, and more
  • airSlate Business Cloud: $50 per user per month (5 user minimum), includes a suite of tools and more compliance and support

Even the Business Premium pricing is about what many other DMS software charges for their lowest plans. And you can save up to 60% by paying annually instead of monthly. To get started, try signNow’s 7-day free trial and start sending documents now.

Hightail

Hightail
  • Limited free forever plan
  • Paid plans start at $12/month
  • Track file delivery & downloads
  • Send large files securely

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Hightail is a document management solution with a specific purpose: sharing and collaboration.

Other DMS on the market have features for file sharing as well, but Hightail takes this to the next level.

If you need to send large files securely, this service is going to work well.

Secure sharing is simple. Just drag or upload a file from your device or cloud storage solution into your Hightail account. Enter the information for who you want to share it with, and automatically send an email notification to the recipient.

Share a video presentation with the team, and their get their feedback immediately.

Hightail video presentation with team and feedback page.

With Hightail, you’ll be able to track the delivery and downloads of content you shared. So you know exactly who opened it and when.

Hightail lets you send files of up to 500 GB. You can add password protection to files and set expiration dates as well.

Here’s an overview of the plans and pricing for Hightail:

Lite — Free

  • 100 MB file send limit
  • 7 day file expiration
  • Comments for feedback enabled
  • Sync from third-party integrations

Pro — $12 per month per user

  • 25 GB file send limit
  • Configurable file expiration
  • File previews enabled
  • Send tracking and delivery notifications
  • Password protection
  • Phone and live chat support

Teams — $24 per month per user

  • 50 GB file send limit
  • Custom branding
  • Organization and archiving tools
  • Version control with side by side comparisons
  • Real-time discussions for collaboration
  • Members management

Business — $36 per user

  • 500 GB file send limit
  • Enterprise-grade security
  • Dedicated customer support team
  • Organizational level permissions
  • Admin reports

As you can see, the pricing is largely based on the file sending limits. But the features get significantly better with each plan as well.

The free option is actually pretty good if you don’t need to send huge files, and even the entry-level Pro plan is suitable for a number of individuals.

If you’re interested in a paid plan, you can try Hightail free for 14 days.

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