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Reach new levels of efficiency in your department by using Rubex to automate routine processes, protect sensitive data and more. Learn more about eFileCabinet
Empower your team to work more efficiently with eFileCabinet. Our cloud-based document management solution gives you access to your important documents from anywhere—protected with encrypted, bank-level security that makes maintaining compliance easy. Experience the power of document management like never before with innovative features like: Advanced full-text search Automated workflows Form-fill eSignature Secure sharing Learn more about eFileCabinet

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Canada Local product
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
Canada Local product
Sharegate, the out-of-the-box management solution for Microsoft 365 that just works. Learn more about ShareGate
From big migrations to everyday Teams and SharePoint operations. ShareGate is the out-of-the-box management solution for Microsoft 365 that just works. Trusted by over 75,000 IT admins, ShareGate turns M365 into the collaborative and secure environment it should be. Start cleaning your tenant in minutes, build your management strategy focusing on best practices, and automate self-service with users following the guardrails you’ve established. Learn more about ShareGate

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 collaborat e 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
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. Send consistent and personaliz ed documents that elevate your brand and delight your customers. No matter your industry, your role, or your use case, Conga Composer makes it easy to quickly generate error-free documents and automate processes. Get rid of process roadblocks to accelerate business revenue. Learn more about Conga Document Generation

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Start a FREE TRIAL and automatically generate documents from data + deliver them wherever you want. Plans start at $92/month. Learn more about Formstack Documents
Automate document creation with Formstack Documents and reach optimal digital maturity as described in the 2022 State of Digital Maturity: Advancing Workflow Automation report. Start a FREE TRIAL to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. Instantly merge data from the cloud into a PDF, Word doc, spreadsheet, or PowerPoint to generate proposals, applications, contracts, and more. Plans start at $92/month. Learn more about Formstack Documents

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Digitalize paperwork and easily create, store, and manage any type of company document with Connecteam’s document management software. Learn more about Connecteam
Connecteam’s document management software is an easy and efficient solution to create, share, store, and manage any type of company document. Accessible from mobile and desktop. Digitalize and automate paperwork. Enable employees to quickly access manuals and policies or fill in and sign digital reports, wherever they are. Set document access and editing permissions for specific people or groups. Safeguard business-critical documents from unauthorized access. Reduce manual work time and costs. Learn more about Connecteam

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
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
DocStar securely scans, stores & retrieves documents quickly & easily. AP Automation & eForms provide high ROI with automated workflow. Learn more about DocStar ECM
Designed for midsize organizations of 100-1,000+ employees, DocStar ECM is the best document management & business process automation solution. It empowers growing businesses to make better decisions and delivers fast ROI with intelligent data capture, workflow, and retrieval. Integrated with ERP, accounting, HRIS, EMR or other business application, DocStar ECM helps you automatically manage the entire lifecycle of your content. Contact us for a free custom demonstration. Learn more about DocStar ECM

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
An on-premise solution that provides a secure and reliable file transfer solution for the demanding IT professional. Learn more about Cerberus FTP Server
Cerberus FTP Server provides a secure and reliable file transfer solution for the demanding IT professional. Supporting SFTP, FTP/S, and HTTP/S, Cerberus is able to authenticate against Active Directory and LDAP, run as a Windows service, has native x64 support, includes a robust set of integrity and security features and offers an easy-to-use manager for controlling user access to files and file operations. Learn more about Cerberus FTP Server

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
ACE is an industry-leading, single-platform software solution for all your quality management needs. All applications are included! 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
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
Popular cloud-based Document Management software, with no set-up cost and proactive support. Features a central document repository, collaboration, integrated workflow tools with automated email notifications, document review and approval processes and integrated analytics and reports. Learn more about isoTracker Document Management

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  • 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
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
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
Knowledge engagement software enabling teams to access, collaborate across, and draw upon their organizations collective intelligence. Learn more about Bloomfire
Bloomfire is the leader in knowledge engagement, delivering an experience that connects teams and individuals with the information they need to excel at their jobs. Our cloud-based knowledge engagement platform gives people one centralized, searchable place to engage with shared knowledge and grow their organizations collective intelligence. For more information or to schedule a demo, visit www.bloomfire.com. Learn more about Bloomfire

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. Link your documents to multiple quality processes such as employee training & audits. 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. Start a Free Trial Today. Learn more about QT9 QMS

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

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  • 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
Canada Local product
TACTIC provides superior security, removes sloppiness, simplifies complex environments, and drives business success. Learn more about TACTIC
Easy to use and Flexible Upload, preserve, protect, organize and share important content, documents, brand assets and corporate records in minutes Quickly upload Safeguard valuable files in the cloud Ease of Use Easily create custom metadata and collections Safe and secure Data/files automatically backed up, stored and secured in AWS, Azure etc. Automate file preservation actions Transform files on upload Enable online discovery Excellent Support Find, enrich and organize Learn more about TACTIC

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  • 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
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
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 flexibilit y 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
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
Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions. Learn more about Jotform
Trusted by over 18 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 100+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more. Learn more about Jotform

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
PandaDoc is an all-in-one tool to create, edit, send, track, and eSign documents quickly and easily. Learn more about PandaDoc
PandaDoc is an all-in-one tool to create, edit, track, and eSign documents quickly and easily. Discover a better way to generate professional-looking proposals, quotes, and contracts. Win more deals with unlimited eSignatures, reusable templates, in-app editing, CRM integration, and 24/7 live support. Our average user creates a document in under 4 min and sees a 20% increase in closed rates. Join 45,000 businesses that automate document workflows, speed up the pipeline, and win more deals! Learn more about PandaDoc

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  • 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 800+ 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
Flipsnack is the fastest PDF to flipbook converter on the market. Easily create & publish your catalogs, brochures, magazines and more. Learn more about Flipsnack
Flipsnack is the fastest PDF-to-flipbook converter on the market. This online publishing solution allows you to bring your PDFs to life, transforming them into life-like publications with a 3D flip-page effect. Alternatively, you can use our Design Studio to easily create engaging flipbooks from scratch. Bring your printed catalogs to digital customers while embracing a more sustainable and cost-effective path for your business. Powerful features like shopping buttons, videos, GIFs, enticing p Learn more about Flipsnack

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
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
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
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
Quality management solution that helps users manage documentation, compliance, workflows, risks, employees training, and more. Learn more about Qualtrax
Qualtrax is a complete quality and compliance software system used to manage and control documentation, automate business processes, manage customizable workflows, streamline training management, manage internal and external audits and ensure implementation of critical industry regulations in real-time. Ideal for heavily-regulated industries, where compliance with standards including ISO 17025, 17020, 13485, and 9001, TNI, GFSI, FDA, and FQS are required. Learn more about Qualtrax

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

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  • 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
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
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

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  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
The end-to-end legal operating platform empowering better business outcomes for legal teams and better legal outcomes for your clients. Learn more about Litify
#BreakLegalSilos Litify is the end-to-end legal operating platform designed to break down silos both within your legal team and between you and your clients. Our industry-leading platform includes customizable matter plans and intake questionnaires, a full suite of timekeeping and billing products, and native document management—all configurable in a user-friendly, no-code environment. Learn more about Litify

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Alobees is a web and mobile application for building professionals. Learn more about Alobees
Alobees offers building professionals a simple and intuitive web and mobile application to simplify the monitoring of your work sites. As a real alternative to Excel, you can plan all your workers and track their work hours in one click. Alobees also allows you to foster communication between teams by facilitating document sharing and communicating on site-specific news feeds. You can also assign specific tasks and track their completion. Save time with Alobees ! Learn more about Alobees

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
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
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. Learn more about Policy & Procedure Management

Features

  • Collaboration Tools
  • Version Control
  • Archiving & Retention
  • Document Generation Software
  • Electronic Signature
  • Compliance Tracking
Promena offers Supplier Relationship Management, E-Sourcing, E-Procurement and Contract Management modules. Learn more about Promena
Promena provides SaaS-based solutions for procurement processes including Supplier Base Management, E-Sourcing, E-Procurement and Spend Analysis modules. Transform your procurement process, provide competition, transparency and efficiency leveraging Promena's intuitive and modern UX/UI design. The software is designed and built upon years of procurement know-how and experience by the biggest central procurement company in Turkey. Learn more about Promena

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
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

  • 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.