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BuildBase Docs creates a single source of truth for all of your home construction documents. Learn more about BuildBase Docs
BuildBase Docs is a home construction content management system where a building permit is always called a building permit. Where only one version of that building permit can ever be active at one time, removing the confusion around which version is the correct version. The integrated alerts keeps both internal team members and external partners abreast of any changes. Value added features like offline content, favorites and project auditing streamline the communication with your partners Learn more about BuildBase Docs

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization. Learn more about monday.com
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Manage, share, and collaborate on business files. Offers granular control of data, role-based permissions and mobile access. Learn more about Onehub
Onehub is the best way to manage, share and collaborate on business files. Designed for business needs, Onehub offers granular control of data, role-based permissions and mobile access. The Onehub platform is intuitive and easy to use, so customers can begin controlled sharing of documents in minutes. Onehub's proven solution is used by more than one million users worldwide. Learn more about Onehub

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
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

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time. Learn more about Autodesk Construction Cloud
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. Learn more about QT9 QMS
Go 100% paperless by digitally transforming your Document Management processes with one unified cloud-based or on-premise platform. Easily access, store, track and manage your latest approved documents from virtually anywhere. Automate workflows for ISO 9001, ISO 13485, AS9100, FDA 21 CFR Part 820, Part 211, Part 11 compliant electronic signatures to ensure end-to-end traceability. Securely restrict access based on user-rights. Start a Free Trial Today. Learn more about QT9 QMS

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Spruce software is easy to use and completely integrated, helping building suppliers streamline processes and reduce costly errors. Learn more about Spruce
Spruce provides easy-to-use business management software that helps home and building supply businesses improve productivity and control costs. With comprehensive document management, you can focus on growing your business instead of digging through piles of paper. Advanced reporting and analytics help you stay informed and make decisions based on facts. Because Spruce is cloud based, you can access the system from anywhere and rest easy knowing your data is always backed up and protected. Learn more about Spruce

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Manage your design documentation in zeroheight's powerful but flexible style guides. Keep all your of your teams aligned. Learn more about zeroheight
zeroheight allows you to manage all of your design related documents in one place. Build your zeroheight style guide to keep all your stakeholders aligned on brand and design guidelines. Empower your marketing teams to create brand assets based on your brand guidelines. Spend more time creating and less time in meetings and onboarding calls, with zeroehight as your single source of truth for all your brand and design-related documentation. Learn more about zeroheight

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork. Start for free! Learn more about Connecteam
Connecteam's document management app is the easiest way to switch from pen & paper to digital paperwork: Custom checklists, forms, & reports to be filled out from mobile; shift scheduling with notes, jobs dispatching with templates, drag & drop function; private or company chat; in-app employee directory for all work contacts; updates; employee engagement with live polls; a suggestion box & surveys; online training, custom libraries, share files, manage tasks & more, all in one app! Learn more about Connecteam

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document management for Quality, Projects, Compliance, Contracts, Policies, and HR. Windows and Web, on-premise or hosted, with API. Learn more about Document Locator
Document Locator is Windows-integrated document management software driving automation and efficiency for groups (10 to 100+) in Quality & Compliance, Contracts, Policies and Procedures, Project Files, Human Resources and more. Powerful capabilities including intelligent filing, automated versioning, electronic approvals, document workflow, and records policies save time. Available on-site or cloud-hosted, with Desktop, Web, and Mobile access, plus an API to integrate with other systems. Learn more about Document Locator

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Cost-effective, cloud-based Document Management software with no set-up costs, ideal for small to medium-sized businesses. Learn more about isoTracker Document Management
Cost-effective, cloud-based Document Management software with no set-up costs, ideal for small to medium-sized businesses. Features a central document repository, integrated workflow tools that automate document review and approval processes, automated email notifications, and integrated analytics and reports. Can combine with other isoTracker modules to provide a comprehensive QMS system. Designed for easy compliance with ISO 9001, ISO 14001, ISO 45001, ISO 22000 and other QM standards. Learn more about isoTracker Document Management

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
Transform your document-centric processes and empower business users with leading document generation and automation. Learn more about Xpertdoc
Xpertdoc's innovative and intuitive document generation and automation product empowers you to simplify, optimize and automate consistent processes for the creation, generation, management, delivery, storage, and e-signature of better documents, faster, resulting in improved communications, accelerated business processes, increased productivity, and reduced dependence on IT. Plus, we offer integrations to leading CRM platforms and enterprise core systems such as ERP, CPQ, ECM, and more. Learn more about Xpertdoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Rated HIGHEST User Adoption, ACE is an industry-leading, single-platform software solution for all your quality management needs. Learn more about Adaptive Compliance Engine (ACE)
ACE is a quality management software solution for companies of any size, small or large, in highly regulated industries. ACE is fully configurable allowing your company to adapt ACE to fit into your exact quality needs. Our one-stop software includes document management, learning management, inspection management and more. All workflows are included, no extra modules to purchase. 21 CFR Part 11, ERES, and audit trail validated¿ with cloud-based accessibility from anywhere with internet. Learn more about Adaptive Compliance Engine (ACE)

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
CFR21 part 11 compliant EDMS. Manage all Regulatory, Quality & Clinical documents. Modern web interface. Cloud & on premise deployment. Learn more about Ennov Doc
Document management for Life Sciences. Pharma, biotechs and CROs manage Regulatory, Quality and Clinical documents in one interface (and pay once!). 21CFR part 11 compliant. 100% modern web interface & search engine. Sponsors facilitate collaboration with CROs and authorities. Cloud and on premise deployments both available. Complete document life cycle management. Flexible rights management. Configure & deploy fast, no IT skills required. Secure & scalable EDMS platform recognized by Gartner. Learn more about Ennov Doc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Bynder is an innovative cloud-based solution for marketing professionals looking to simplify document management. Learn more about Bynder
Bynder lets you create, capture, discover and distribute your digital brand, product or marketing assets, including documents. Manage your docs by leveraging tailored taxonomy structures and in-body text searching. Learn more about Bynder

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Are you fed up with handling your documents? DocuExpert solves your document processing and review problems. Learn more about DocuExpert
Do your teams spend enormous amounts of time going through documents? If yes, you have now come across the right solution - DocuExpert - for enabling your teams to be efficient and effective in their work. DocuExpert is an advanced document processing and review AI software platform. DocuExpert SaaS software solution provides precise summarization and highlighting of critical information present in large documents thereby reducing the high cost and time involved in handling documents. Learn more about DocuExpert

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp has unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your Document Management system matches your brand guide. +1500 brands from +60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
LogicalDOC is an intuitive and highly performant solution that offers the power of enterprise document management to mid-size companies Learn more about LogicalDOC
LogicalDOC helps any kind of organizations all around the world to gain control over document management, with particular focus on fast content retrieval and business process automation. Our solution enables your team to create, co-author, and coordinate any amount of documents. With LogicalDOC you will increase collaboration and productivity via next-generation web interface, integration into Microsoft Office and Outlook, and automatic import from your shared folders. Learn more about LogicalDOC

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Kizeo Forms is a flexible & intuitive tool for field professionals to create and fill out custom digital forms from any mobile device. Learn more about Kizeo Forms
Kizeo Forms is a flexible application that replaces expensive paper documents with custom digital forms that you can fill out from any mobile device/tablet. The data can be easily integrated to your business systems. Generate custom reports instantly & send them automatically via email. Benefit from several options such as photo, geolocation, signature, NFC tag, barcode, audio, checkbox, etc. Manage all your documents from your mobile device. Increase efficiency, save time and money! Learn more about Kizeo Forms

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
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

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Customer Experience Automation: Customer Journey Automation, Customer Communications, Document Automation, Digital Experience Learn more about EngageCX
Ecrion makes software for companies who want to automate document production and assembly while increasing compliance. With the Ecrion platform, you can rest assured knowing that document automation and assembly processes are accurately and consistently followed, and that the right information is collected and validated. Improve scalability while decreasing errors and cost. Sign up for a free demo today! Learn more about EngageCX

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Web-based document management software to help achieve and maintain FDA, QS/TS/ and ISO certification. Learn more about Document Pro
Document Pro is a web-based document management/control solution with an emphasis on the requirements necessary for achieving and maintaining FDA, QS/TS/ and ISO certification, but with the flexibility and ease-of-use to handle any specific document control requirements. Document Pro is compliant with all of the requirements of CFR part 11 and it allows you to monitor employee access, document revisions, change requests/approvals, and controlled documents real-time and completely online. Learn more about Document Pro

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
Business grade PDF tool that saves money and increases productivity. Convert PDF to Excel, Word, PowerPoint and more. Learn more about PDF Converter Elite
Business grade PDF tool that saves money and increases productivity. Convert PDF to Excel, Word, PowerPoint and more. Learn more about PDF Converter Elite

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Streamline your document authoring, editing, approval, and employee sign-off processes. Learn more about Document Control
Cloud-Based Document Control Solution for Hospitals: MediaLab meets your compliance and security requirements, saves time and energy, and manages your entire document lifecycle - all with paperless documentation. Employees access applicable documents effortlessly, reducing wasted time searching for policies & procedures. Attestations of understanding are collected and stored with rapid retrieval during audits. Learn more about Document Control

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Track all document versions, revisions, and approvals to address regulations. Learn more about Intellect
Intellect's Document Management is a software solution proven to enhance document operations and improve overall productivity by 90%. Intellect's document control management solution enables users with the proper permission to revise documents, seek approvals on changes, and see a full audit trail of who approved what, when and where. Our applications are designed by certified quality experts and can easily be tailored with no code, drag and drop technology to fit your exact business needs.. Learn more about Intellect

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
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 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

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Automate managing and drafting your documents. Join 150K+ users in over 50 countries from top tier law firms and F500 firms like PwC. Learn more about Legito
Document Management, Smart Workflows, & Approvals; Document Automation & Contract Assembly; Advanced Electronic Signature. All under one roof with Legito, your Smart Document Workspace. In under two hours, out-of-the-box functionality has you ready to automate documents that almost draft themselves. Over 150,000 users in 50 countries from top tier law firms and companies use Legito to manage documents, including LexisNexis, Price Waterhouse Coopers, Skoda Auto, and Societe Generale Group. Learn more about Legito

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Online platform for editing all kinds of PDF Documents Learn more about PDFLiner
PDFLiner is the all-in-one online platform for working with PDF documents. Here, you can upload any PDF or Image and edit it in just a few seconds. With PDFLiner you edit your PDF files as well as sign them electronically and protect them with password and watermark if needed. It also has an extensive fillable Forms Library with many useful forms. You can just find the one you need and fill it out. Learn more about PDFLiner

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
Capture & auto-classify emails right from Outlook 365 to SharePoint & Teams. Learn more about Email Manager for Microsoft 365
Colligo Email Manager for Microsoft 365 is ideal for mid- to enterprise-size businesses using SharePoint Online in industries with regulatory or policy compliance requirements. The SharePoint add-on lets you capture and auto-classify emails and attachments right from Outlook to SharePoint and Teams. The product automatically extracts metadata, enables seamless collaboration and content sharing, and ensures your users can quickly find information they're looking for. Learn more about Email Manager for Microsoft 365

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards. Learn more about Wrike
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Sales teams use PandaDoc to improve deal workflow, insights, and speed while delivering an amazing buying experience. Learn more about PandaDoc
PandaDoc has empowered sales teams to improve deal workflow, insights, and speed while delivering an amazing buying experience. Over 35,000 customers use PandaDocs all-in-one document automation software to streamline the process to create, approve, and eSign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. Learn more about PandaDoc

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise. Learn more about Bitrix24
Bitrix24 is a free document management platform used by over 8 million businesses worldwide. Available in cloud and on-premise (open source code access). Personal, group and company drive, file sync, file sharing, mobile access, online and offline document editing, multiuser editing, more. Learn more about Bitrix24

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Simplify the audit and tax process while improving the client experience through automated request list and document management. Learn more about Suralink
Suralink is the leader in request list management, helping accounting firms simplify the tax and audit documentation process while improving the client experience. Our cloud-based application integrates a dynamic request list and assignment workflow with a secure file hosting platform to give clients access to an easy-to-use, all-in-one portal. Our technology and industry expertise help more than 275 of the leading firms in North America and the UK ensure a simpler, more secure process. Learn more about Suralink

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Concord is the simplest way to collaborate on, sign, manage, and store agreements. Learn more about Concord
Concord is the only tool you need for all your contracts. Spend less time juggling between applications, editors, and e-signature tools and save money. Over 500,000+ companies trust Concord with their contracts. With Concord, you can: draft, negotiate, sign, and manage every contract across your organization all in one place; work the way you want on Concord, Word, or Google Docs; collaborate with everyone your teams, customers, and vendors. Get started in minutes, not months. Learn more about Concord

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
MangoApps is a modern intranet platform that helps you create a unified employee experience and keep everyone on the same page. Learn more about MangoApps
MangoApps is an intranet platform that gives you all the tools you need to create a unified employee experience and keep all your people on the same page, from wherever they are. Our modern, user-friendly intranet serves as a centralized hub where your employees can find all of their tools and updates in a single, customized dashboard. This approach promotes alignment, efficiency, and community, and enables everyone to find the files, colleagues, and information they need without any roadblocks. Learn more about MangoApps

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Eliminate the monotony of back-and-forth emails. Gather all the documents, signatures, and data you require up to 80% faster. Learn more about FileInvite
Eliminate the monotony of back-and-forth emails and inefficient systems when gathering client information. Get hours back each week as FIleInvite handles the most time-consuming work for you. Gather all the documents, signatures, and data you require up to 80% faster. Set a due date and send an Invite. Your clients receive an email with a link to their own secure client portal, they're then guided through an intuitive portal experience where they can action your requests. Learn more about FileInvite

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
IT Glue is an award-winning documentation platform, helping IT providers dramatically reduce wasted time looking for information. Learn more about IT Glue
IT Glue is an IT documentation software IT professionals. Centralize and standardize your documentation. Get relationship mapping, secure password management, and an automated and structured documentation framework to organize all your information. Have confidence in the security of your information with features like granular access permissions, version history, and more. Track any asset with ease for peace of mind. Learn more about IT Glue

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your documents. Learn more about DocSend
DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. Protect your documents with security features like whitelisting and email verification, and share multiple documents with a single link using Spaces, our virtual deal room. More than 12,000 companies are already using DocSend to protect and share their business-critical documents. Learn more about DocSend

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Awarded the best QMS / HSE software 2022 - Simple, Customizable, Cost-Effective & User-Friendly. Automate & digitize ISO 9001, GRC, ESG Learn more about Effivity
Effivity is the best ISO, GRC & ESG automation software validated by users in 120+ countries for Quality - Occupational Health & Safety - Environment - Food Safety & Information Security Management System. Achieve 100% conformity with ISO 9001/14001/45001/22000/27001/HACCP standards with world-class risk management, non-conformity, document control, internal audit, training, calibration, incident mgmt modules. Let's make your QMS/HSE/FSMS/ISMS simple, quick, easy, collaborative & time-saving. Learn more about Effivity

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
Windward Core is the global leader in embedded document generation solutions, allowing users to create any kind of document imaginable. Learn more about Windward Core
Windward Core is the global leader in document generation solutions. Core embeds into applications with only 11 lines of code. It enables users to design templates using business logic and multiple data sources within the familiar landscape of Microsoft Office. Core is fast, easy, and removes human error, transforming the way business professionals create documents. ISVs and OEMs can quickly take their custom solutions with powerful reporting capabilities to the market by integrating with Core. Learn more about Windward Core

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Affordably automate your document lifecycles, intelligently organize documents, and empower remote collaboration with Content Central. Learn more about Content Central
Intelligently organize your documents, automate redundant processes, and collaborate better with Content Central document management software. On-premise or in-cloud, its workflow engine automates how files and records are managed including eSignatures and form submissions. Meet compliance with controls to track user access, changes and sharing. Scan and leverage Ademero AI to intelligently identify, sort and process accounts payable invoices and other high-volume paper entering Content Central. Learn more about Content Central

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Qualityze Document Management is fully validated system to create, manage, and share controlled documents without any security concerns Learn more about Qualityze Suite
The Qualityze Document Management allows you to create, collaborate, review, approve, and train employees on business-critical documents according to industry and regulatory standards. You can also cost-effectively manage and share controlled documents, including standard operating procedures, work instructions, and best practices. It supports E-signature for validation and verification of documents while meeting compliance with FDA Part 11. You can leverage the watermark functionality. Learn more about Qualityze Suite

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
The most comprehensive policy management software: quick to onboard, easy to administrate, and customizable to your needs. Learn more about Policy & Procedure Management
ComplianceBridge is the most comprehensive, feature-rich policy and procedure management software. It is engineered to be quick to onboard, easy to administrate, and customizable to fit your organization’s policy workflow management. Our software can be configured to your way of doing business so you can easily collaborate during policy creation, control distribution, collect attestations, test comprehension, monitor progress from real-time dashboards, and create and export custom reports. We ca Learn more about Policy & Procedure Management

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Juro is the all-in-one document management platform that enables businesses of all sizes to streamline document workflow. Learn more about Juro
Juro is the all-in-one contract automation platform that empowers legal and business teams to create, approve, eSign, track and manage their documents in one unified workspace. Spend less time working across multiple tools and enable your team to manage documents easily with a data-rich repository, renewal alerts, and custom table views. 4,500+ companies of all sizes use Juro to spend 75% less time on manual tasks around contracts and documents. Learn more about Juro

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
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

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Manage documents and assets with enterprise-level security. XaitPorter, a all-in-one solution for document automation and co-authoring. Learn more about XaitPorter
Manage documents and document assets with enterprise-level security using XaitPorter, a leading all-in-one solution for document automation and co-authoring. With XaitPorter you can create and edit documents with many sections and subsections, each with their own writer, reviewer and approver all with individual deadlines. Re-use content to increase document integrity and productivity. XaitPorter also gives you the freedom to control access rights and share information with your writing team. Learn more about XaitPorter

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
Bring PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK
PDFTron SDK is the most comprehensive MS Office and PDF SDK. It's built in-house to bring accurate and reliable rendering to your digital content of any size and complexity. It scales with your goals, as our APIs add MS Office, CAD, and even video collaboration capabilities to your application on Windows, Mac OS, Linux, Android, iOS, and the web. Our PDF SDK brings accurate PDF viewing, annotating, editing, creation, and generation to any web, mobile, desktop or server framework or application. Learn more about PDFTron SDK

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Join The Building Revolution. Turn simple field updates into game-changing insights. Finish projects faster. Learn more about Fieldlens
Fieldlens is the only tool that takes chatter from your field crew and turns it into actionable project Insights, instantly. It knows what each member of your team needs to do now and reminds them, and it gives decision makers a birds-eye view of every project without stepping on-site, enabling them to spot trends and see who the best performers are. Get started today! Learn more about Fieldlens

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
HIPAA compliant faxing, email, SMS, forms and signatures with seamless EMR integration. Learn more about Medsender
Healthcare providers: It’s time to upgrade your faxing solution. Medsender is an easy-to-use, HIPAA-compliant online fax solution with seamless EMR integration. Our optional automation feature is capable of automatically uploading incoming faxes to the corresponding patient charts and notifying the appropriate staff. Users can keep their existing fax numbers or get new numbers from Medsender with their preferred area codes. Learn more about Medsender

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
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. Learn more about UnForm

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking

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.