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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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Altova ContractManager is a cloud-based contract management solutions that is both easy-to-use and highly customizable. Learn more about ContractManager
Altova ContractManager is a contract management solution that is both easy-to-use and highly customizable. This secure, cloud-based app is affordable for companies of all types and sizes. ContractManager provides: - Centralized contract management - Secure file storage for all your contacts - Granular role and group-based permissions - Automatic reminders for review dates and deadlines - Search tools to find contract documents and details instantly - Full audit log and change tracking. Learn more about ContractManager

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
Switch on document management for legal professionals with Thomson Reuters® HighQ. Learn more about HighQ
HighQ’s modern, adaptable, and continuously-learning legal workflow platform delivers an open and scalable foundation, embedded machine intelligence and analytics, and smart integration points with firm-critical applications. Dramatically improve how you plan, organize, track, and complete work more efficiently with personalized client portals and real-time access and insights on legal project work, ready-to-use task lists and templates, and automated workflow-enabled legal process maps. Learn more about HighQ

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
ASC Documents provides an online searchable repository to track and store documents, meta data and document images. Learn more about ASC Documents
ASC Documents tracks & stores documents, images & associated meta data. The tab-based views, document grouping & parent-child hierarchy allow users to effectively manage, search & retrieve documents/related info. Search & export capabilities make locating & analyzing documents & data an easy task. Document tracking software indicates when a document/associated data was last updated, what changes were made & other valuable info. Detailed metrics ensure rich, portable business intelligence. Learn more about ASC Documents

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
MetaDocs is a Dynamics NAV/365 BC add-on/ extension that enables the user to attach and manage documents to any entity and record. Learn more about MetaDocs
MetaDocs is a Dynamics 365 Business Central/ NAV add-on that enables the user to quickly attach and/or scan documents or drag and drop electronic documents from multiple locations into any entity and record (Customer, Vendor, SO, PO, Invoices, GL, Production, etc.). Rules can be configured for storing different types of documents in specific locations in Business Central, on a file server storage, cloud storage, office 365 or on your SharePoint Intranet, and can be integrated with any DMS. Learn more about MetaDocs

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Fluid Topics transforms your technical documentation into personalized content experiences. Learn more about Fluid Topics
Fluid Topics is the leading Content Delivery Platform (CDP) for technical documentation. Our CDP is a software solution that collects and unifies all types of documentation, no matter the initial source and format, and then feeds the relevant content to any digital channel, device, and application, in context with the users’ needs and environment. Learn more about Fluid Topics

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
Intelex's Document Control Software allows you to manage your documents more efficiently, increase productivity, and ensure compliance. Learn more about Intelex Document Control Software
Managing your documents has never been easier. Intelex's Document Management Software allows you to manage your documents more efficiently, increase productivity, and ensure compliance. Automate all your document related processes with the user-friendly tools needed to securely upload, edit, and share your documents throughout your organization while facilitating compliance with regulations and standards. Try it free! Learn more about Intelex Document Control Software

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
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 800+ of the leading firms in North America and the UK ensure a simpler, more secure process. Learn more about Suralink

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
airSlate is a no-code workflow automation platform offering a genuinely intuitive toolkit for businesses and citizen developers. Learn more about airSlate WorkFlow
airSlate is the first and only holistic no-code document workflow automation platform. It combines e-signing, contract negotiation, document generation, no-code robotic process automation and web forms into a single business automation platform. Configure and automate any business process and integrate it into multiple systems of record without writing a single line of code. Learn more about airSlate WorkFlow

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Canada Local product
Migrate, resolve, control, and automate your Microsoft 365, all in one package! Learn more about ShareGate
Since 2009, ShareGate has been the go-to solution for IT professionals in the Microsoft 365 universe, turning it into the collaborative and secure environment it should be. Whether it’s big migrations or everyday Teams and SharePoint operations, our trusted solutions have 75,000+ IT pros across 100 countries covered. Everything you need to migrate and manage content, understand your inventory, clean up and govern your tenant, control permissions, and guide users to create the workspaces they need, the right way, right out of the box in one simple multi-tool. Learn more about ShareGate

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
The project management platform built for client work. Get client work done faster, easier, and more profitably with Motion.io. Learn more about Motion.io
Motion.io combines client portals with project management in a single platform to give your business one home to work with clients. Automate client onboarding, eliminate manual tasks and elevate your customer experience with Motion.io. Learn more about Motion.io

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
DocuWare's office automation solutions deliver smart digital workflow and document control for substantial productivity gains. Learn more about DocuWare
DocuWare provides digital document management and automated workflow solutions to organisations of any size and across all major industries from manufacturing and retail to healthcare and government. With availability in 18 languages and supporting cloud and on-premises deployments, DocuWare currently serves over 15,000 customers and 650,000 users across 100 countries with a global network of over 800 partners. Learn more about DocuWare

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • Document Generation Software
  • Third-Party Integrations
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available. Learn more about Google Docs

Features

  • Access Controls/Permissions
  • Electronic Signature
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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
  • File Recovery
  • Collaboration Tools
  • Document Classification
  • File Conversion
  • Version Control
  • File Sharing Software
  • Compliance Tracking
  • Secure Data Storage
  • 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.