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Document Management Software

Document Management software automates the process of managing documents, from creation to storage to distribution, throughout an enterprise. Document management tools increase efficiency and reduce the cost and clutter of maintaining paper records. Document Management systems provide solutions for a wide range of document needs: from low specificity, high volume items such as standard forms; to highly specific, low volume items such as one-to-one correspondence. Document Management software is related to Digital IT Asset Management software and Knowledge Management software. Find the best Document Management system in Canada for your organization.

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Revver helps you organize and automate all of your document-dependent work, putting your documents to work for you. Learn more about Revver
Revver is a solution designed to put your documents to work for you. Revver helps you digitize, organize, find, and secure your documents while also giving you the tools to effectively collaborate on document work and automate document-centric tasks. Revver’s award-winning platform transforms document-dependent work from a burdensome task to a powerful source of growth and positive impact for mid-market organizations across all industries. Learn more about Revver

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Cloud-based Engineering Document Management System that enables organizations to securely store, markup, and collaborate on records. Learn more about RedEye
Accruent's RedEye is your global hub for engineering information, ensuring your team can access the most current information for safe, informed decision-making. The cloud-based Engineering Drawing and Document Management System is designed to break down silos with unlimited users, at no extra cost, connecting your entire team, internal and external, in a secure, shared space. With RedEye, your team can confidently manage, annotate, and collaborate on engineering drawings and documents from any device, ensuring compliance and accuracy through workflows and version control, making teamwork effortless and efficient. Featuring an open API, RedEye integrates smoothly with your existing software ecosystem, enhancing your workflow to keep everyone informed. Learn more about RedEye

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Conga Composer ensures creation, delivery, and storage of documents, driving revenue success and growth. Learn more about Conga Document Generation
Conga Composer is the go-to solution for creating beautiful, accurate digital documents using pre-built or customized templates auto-populated with data from Salesforce. And, with the Conga Composer API, you can easily embed document generation solutions into any website, application, and/or platform, and populate documents with data from any system of record while sending and saving those documents as needed. Learn more about Conga Document Generation

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Notion is the all-in-one workspace for notes, projects, document management, and collaboration. Learn more about Notion
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Meridian engineering document management system (EDMS) provides a single source of truth for maintenance and operations teams. Learn more about Meridian
Meridian from Accruent is a purpose-built engineering document management system (EDMS) that provides a single source of truth in today's complex engineering, project, and operational environment. It helps maintenance and operations teams streamline document management, ensure safety and compliance, and maximize company-wide collaboration. Our cloud-based and on-prem solutions help businesses overcome recurring pain points associated with legacy solutions or generic document management systems. Learn more about Meridian

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Aha! Knowledge is the AI-powered product information hub — share all of your documents in a central place. Learn more about Aha!
Aha! Knowledge is the AI-powered product information hub. Create internal wikis and product knowledge bases to share important documents with colleagues and customers. Use AI to quickly draft high-quality content and choose from more than 100 expertly-crafted templates to capture information in a consistent way. Built-in whiteboard capabilities make it easy to include visual diagrams. Use Aha! Knowledge as a seamlessly integrated part of Aha! Roadmaps to document all of your product information alongside your strategic plans. Learn more about Aha!

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Offered as a web or client solution to help you organize, secure and manage your documents no matter your company size. Learn more about Dokmee DMS
Dokmee is a secure, easy to use document management system (DMS Software) for efficient document capture and storage, search and retrieval, and file sharing; all at an attractive price point. Dokmee adapts to any business model and is the result of cutting edge technology developed to ensure efficient, streamlined productivity and profitability. Dokmee may be quickly and effortlessly integrated into any size company across multiple industries. Learn more about Dokmee DMS

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
Install on the cloud or on premise for more than 20 users. Version control, workflow, Web, desktop & mobile device ready. Free API Learn more about FileHold
The FileHold "cloud" or "on premise" is for large organizations in industries that need information governance ie manufacturing & healthcare. FileHold scales to support thousands of users & millions of documents. Desktop MS Office integration, browser & mobile ready. Built on the Service oriented Architecture, Keep your intellectual property secure with 2FA & e-signature. Improve operations, save time and money using our document scanning, version control, OCR & document workflow solution. Learn more about FileHold

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Part 11 document control software system, including PDF Publishing, e-Sign, Hierarchic view and more. Less than 72 hours onboarding Learn more about Orcanos
Orcanos Electronic Document Management Software (e-DMS) is an Affordable cloud solution, that enables Medical Device manufacturers to quickly create, archive, trace, search, e-sign and audit all documents, according to ISO 14971 Shifting from a paper-based document management system to a dedicated digital automated solution might seem to be a formidable task, but the integration of Orcanos automated DMS can be achieved in no more than 72 hours. Learn more about Orcanos

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
The Square 9 AI-powered intelligent information platform takes the paper out of work and makes it easier to get things done. Learn more about Square 9
Paper-based work is a soul-crushing, profit-sapping drag on individual and team productivity. Paper literally smothers innovation, creating a competitive disadvantage. The Square 9 AI-powered intelligent information management platform takes the paper out of work and makes it easier to get things done with digital workflows that automate how you work today by extracting critical information from documents, storing them in a searchable archive and building digital twins of your current processes. Learn more about Square 9

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
A mobile-friendly, integrated, scalable Enterprise Quality Management Software (EQMS) system designed to learn from your experiences. Learn more about SOLABS QM10
SOLABS is a technology company which successfully introduced 2 successive generations of EQMS technologies for the Life Sciences industry. Nobody can afford to make the same mistakes over and over again. Organizations need to learn from experience and capture those learnings in real-time. With SOLABS organizations build all the required controls and visibility to continuously improve in real time. Learn more about SOLABS QM10

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
UnForm includes print management, e-delivery, document archiving, workflow and scanning/imaging. Learn more about UnForm
UnForm is a powerful enterprise document management and process automation solution that seamlessly integrates with any application. Our platform-independent, fully browser-based solutions provide the ability to create, deliver, capture, index, route, and store documents from start to finish so that a transaction’s entire life cycle can be accessed with one easy search. Our data extraction and workflow capabilities enable the automation of data entry-intensive processes. UnForm.Cloud, a hosting service for UnForm Document Management, is a perfect fit for those who are running cloud-based ERP systems or looking for a solution with no hardware to purchase, manage, or maintain. Implementing UnForm has never been easier. Backed by a proven hosting vendor, Oracle, you have the peace of mind knowing your data is safe and secure with well-managed data centers and cross-region backups, ensuring reliable and continues access to your data when you need it. Learn more about UnForm

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
IT Glue is document management built for IT professionals. Track, find and know everything in under 30 seconds. Learn more about IT Glue
IT Glue is a Document Management platform built specifically for IT professionals. IT Glue is your single source of truth for all your critical IT information including SOPs, licenses, how-to guides, assets, passwords, vendors and more. Each piece of information can be linked to the others and kept up-to-date with automations, making for a seamless experience where your team has everything they need at their fingertips, without toggling between multiple platforms. Learn more about IT Glue

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Increases deal velocity, accelerates revenue & saves 40% users' time. Automates end to end contract management. Learn more about DocuCollab Contract Management Software
Increases deal velocity, accelerates revenue & saves 40% users' time. Automates end to end contract management. Learn more about DocuCollab Contract Management Software

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
WorkforceHub's HR File Cabinet is an efficiency breakthrough for small businesses that need a better way to manage Human Resources. Learn more about WorkforceHub
WorkforceHub's HR File Cabinet is a single source of truth for all your company’s Human Resources data. Use WorkforceHub’s HR File Cabinet to digitally store and manage every document and file you need. Employees can manage their data including W4, direct deposit and address at any time, from any connected device. This frees up HR and managers to focus on core business objectives. Learn more about WorkforceHub

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
Fileassure is insolvency practice management software for Licensed Insolvency Trustees. Learn more about Fileassure
Fileassure is the end-to-end practice management software built for LIT firms and insolvency teams in Canada. Grow your insolvency practice with the industry’s favourite software. Join over 800 insolvency professionals in Canada, and manage your firm with confidence. Learn more about Fileassure

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
A cloud-based document management system enabling remote work and automating processes to allow staff to focus on high value functions. Learn more about ENet Docs
ENet Docs is a web-based document management system for small to mid-sized distributors and manufacturers enabling workplace flexibility. Deployed on-prem or in the cloud, users can access documents from any location providing a balance between security and accessibility. Improve productivity, efficiency and accuracy with ENet Docs’ automated invoice validation and customizable workflows. Streamline order fulfillment by electronically capturing customer signatures at your counter or branch. Learn more about ENet Docs

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
One tool to migrate faster while strengthening security and compliance. Learn more about ShareGate
ShareGate is an out-of-the-box Microsoft 365 migration and governance solution that keeps your migration projects on track while preserving data integrity, security, and environment hygiene. Comprising two products – ShareGate Migrate and ShareGate Protect – the ShareGate platform delivers end-to-end Microsoft 365 best practices for modernization and AI preparedness using high-performance migration deployments combined with ongoing permissions and access controls. Whether it’s big migrations or everyday Teams and SharePoint operations, our trusted solutions have 75,000+ IT pros across 100 countries covered. ShareGate is part of Workleap’s operating system for hybrid work. Learn more about ShareGate

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Web-based platform designed to store, create and edit spreadsheets, use templates, create charts, comment on documents, and more.
Web-based document editor platform designed to store, create and edit spreadsheets, use templates, create charts, comment on documents, and more. It allows real-time editing and secure sharing and offers features such as smart compose to help users write and edit Word files. The tool also helps convert docs to PDFs, track changes, and more. Learn more about Google Docs

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access. Learn more about Google Drive

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline. Learn more about Google Workspace

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located. Learn more about Microsoft 365

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device. Learn more about OneDrive

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
Docusign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. Docusign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about Docusign

Features

  • Access Controls/Permissions
  • Electronic Signature
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Archiving & Retention
  • Document Generation Software
  • Third-Party Integrations

Document Management Software Buyers Guide

What is Document Management software?

Document management software helps users create, store, and share documents. From standard forms and contracts to one-on-one correspondence, Document Management tools help teams collaborate when working with shared documents. Document Management systems enable the digitized storage of company documents, reducing the use of paper and optimizing workflows. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease. In this guide, we will answer your questions about document management software, including benefits, features and a few things to consider when choosing a new tool, so that you may find the best document management software for your organization in Canada.

What are the benefits of Document Management Software?

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

What are the typical features of Document Management software?

Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality. Document storage: Store, access, share, and edit documents in a common platform. Full text search: Search for relevant files and documents by typing keywords into a search box. Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents. Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments. Document archive: Create a centralized repository for storing confidential and archived data for future reference.

What should be considered when purchasing Document Management Software?

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.