So you need help choosing your perfect document management software?
You’re in the right place!
This page will guide you through all the basics of picking the right tool for you. We’ll even give you a list of all the features to look out for!
And to save you time, here’s a list of all the software that we’ll cover in this post:
Are you ready?
Document management software is a tool designed to help businesses store, manage, track, and share electronic documents and files.
These tools control the creation, modification, and distribution of documents, enabling you to manage your data more efficiently and effectively.
Document workflow management software is utilized in various industries, such as healthcare, legal, finance, and government. It may be especially useful when creating large volumes of documents on a daily basis.
Document management software can improve efficiency, reduce paperwork, and increase collaboration.
Take a look at how it can be applied to a variety of industries:
Document management software makes it easier to organize medical records, patient information, and other confidential data.
Document management software is invaluable for both small and large law firms to manage case files, contracts, and other important documents.
Schools and universities can keep track of student records, teacher contracts, and administrative documents.
Document management software can help banks share customer data, loan applications, and financial statements.
State agencies can use document management software to operate public records, contracts, and sensitive documents.
Document management software can be used to manage employee records, resumes, and job applications.
Firms can use document management software to monitor property records, leases, and important documents.
Contractors may find it useful to use document management software to manage project plans, permits, and other construction documents.
Charity organizations can utilize document management software to handle donor information and grant applications.
Here are some key factors to consider when evaluating document management software:
Now that you have an idea of what to look for, let’s see what software tools are available on the market right now.
We’ve looked at 20 different tools and devised a list of 4 that we believe are the best.
Dropbox is a popular document management system known for its ease of use and collaboration tools.
There may be better choices for organizations with high-security requirements or requiring more advanced functionality than Dropbox offers.
Why it’s best for user-friendly document management:
DocuWare is a robust document management system that offers a range of features and customization options.
Why it’s best for automating tasks:
OneDrive is a solid document management system that offers robust security and easy integration with other Microsoft applications.
The platform is tightly integrated with other Microsoft applications, making it easy to work across systems and access files from multiple locations.
Why it’s best for integrations:
OnBase provides a centralized library for storing and managing documents with version control, automations, and integrations.
Why it’s best for security:
Here’s a list of the best document management software features you should look out for:
These core features are commonly found in document management software, but different platforms may offer additional features and capabilities.
For this reason, it’s important to evaluate the specific needs of your business when choosing the best software for you.