# Best Document Management Software 2026 | Capterra

> Find the top Document Management software of 2026 on Capterra. Based on millions of verified user reviews - compare and filter for whats important to you to find the best tools for your needs.

Source: https://www.capterra.com/document-management-software

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# Best Document Management Software

Last updated on April 29, 2026

How to find the right Document Management Software?

Learn more from our team about Document Management Software pricing features and benefits in our Document Management Buyers Guide

Need help?

Tell us your requirements and get a personalized shortlist of the best software.

## What is document management software and how do I choose the right one?

Researched by: [Ines Bahr](https://www.capterra.com/resources/author/ines-bahr/)and reviewed by: [Jason Bradwell](https://www.capterra.com/resources/author/jason-bradwell/)

Updated on April 29, 2026

[Document management software](https://www.capterra.com/document-management-software/) automates document management from creation to storage to distribution, and provides a searchable repository often using optical character recognition (OCR) to digitize documents. 

Knowledge workers across all industries use document management software to organize, store, retrieve, and share documents efficiently.

Document management software is priced on “per user, per month” basis, ranging from $5.75 to $27+ per user, per month for entry-level systems.

First-time buyers should consider budget, number of users, specific use cases, and necessary integrations. Consulting stakeholders to determine key questions for vendors can help find the best system. Questions include:

_Does the software offer full-text search and version control?_

_What is the level of support and service level agreement (SLA) offered?_

_Are documents stored according to industry regulations?_ 

_Does it offer a file lock feature?_

_Can access rights be regulated?_

For more information consult our [Document Management Buyers Guide](#buyers-guide-content)

[4.4 (908)](https://www.capterra.com/p/123400/revver/reviews/)

[Capterra Shortlist](https://www.capterra.com/document-management-software/shortlist/)

Every file is easily findable through Revver’s advanced search methods. These include OCR and metadata searches [Learn more about Revver](https://www.capterra.com/p/123400/revver/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.5 (570)](https://www.capterra.com/p/167449/Nitro/reviews/)

Nitro facilitates efficient communication and feedback through its robust commenting, markup, stamp, and annotation tools.  [Learn more about Nitro PDF](https://www.capterra.com/p/167449/Nitro/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

81% recommend this product

[4.7 (4187)](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/reviews/)

Adobe Acrobat is PDF software for creating, editing, signing, and collaborating on files, with AI features to enhance productivity. [Learn more about Adobe Acrobat](https://www.capterra.com/p/251329/Adobe-Acrobat-DC/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

83% recommend this product

Connect with a Capterra advisor for a free 15-minute consultation

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[5.0 (3)](https://www.capterra.com/p/177602/NextRequest/#reviews)

Streamline record request workflows with the receipt, routing, and release of public records through one comprehensive online platform. [Learn more about CivicPlus NextRequest](https://www.capterra.com/p/177602/NextRequest/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.6 (340)](https://www.capterra.com/p/18931/CosmoLex/reviews/)

CosmoLex is a cloud-based practice management, billing, and accounting system for law firms of all sizes. [Learn more about CosmoLex](https://www.capterra.com/p/18931/CosmoLex/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

89% recommend this product

0.0 (0)

Cloud-based Engineering Document Management System that enables organizations to securely store, markup, and collaborate on records. [Learn more about RedEye](https://www.capterra.com/p/182369/Redeye-DMS/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.5 (527)](https://www.capterra.com/p/148577/MasterControl/reviews/)

MasterControl Quality Excellence is the #1 Quality Management System (QMS) in life sciences [Learn more about MasterControl Quality Excellence](https://www.capterra.com/p/148577/MasterControl/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.7 (7)](https://www.capterra.com/p/80008/Policy-Manager/reviews/)

MCN Solutions offers policy, contract, and document management tools, including Policy Manager, eLearning, and regulatory updates. [Learn more about Policy Manager by MCN Healthcare](https://www.capterra.com/p/80008/Policy-Manager/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

0.0 (0)

PaperStream NX Manager is a document scanning solution that enables centralized management of multiple Ricoh scanners. [Learn more about PaperStream NX Manager](https://www.capterra.com/p/10023694/PaperStream-NX-Manager/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[5.0 (1)](https://www.capterra.com/p/10023693/EdgeXperience-Capture-Service/#reviews)

EdgeXperience Capture Service is Ricoh's cloud solution for PC-less document scanning and data management. [Learn more about EdgeXperience Capture Service](https://www.capterra.com/p/10023693/EdgeXperience-Capture-Service/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.6 (84)](https://www.capterra.com/p/108528/Intellect/reviews/)

Intellect's AI-powered QMS Document Control software centralizes and automates document control across QMS and frontline workflows.  [Learn more about Intellect QMS AI](https://www.capterra.com/p/108528/Intellect/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.5 (122)](https://www.capterra.com/p/131751/CapLinked/reviews/)

CapLinked has become one of the leading Virtual Data Room platforms available today. https://www.caplinked.com/  [Learn more about CapLinked](https://www.capterra.com/p/131751/CapLinked/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.7 (13)](https://www.capterra.com/p/131466/Projectfusion/reviews/)

High Security Document Management. Service & Supply chain all owned and hosted in EU & UK.  [Learn more about Projectfusion](https://www.capterra.com/p/131466/Projectfusion/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.8 (118)](https://www.capterra.com/p/97557/QT9-Quality-Management/reviews/)

End file chaos! Cut search time 90%, save 2+ hours daily. Centralized, searchable, collaborative. 1000+ companies trust us. Free trial! [Learn more about QT9 QMS](https://www.capterra.com/p/97557/QT9-Quality-Management/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

91% recommend this product

[4.7 (113)](https://www.capterra.com/p/206506/Formstack-Documents/reviews/)

Cloud-based tool that helps businesses streamline document generation via pre-made templates, conditional logic, workflows, and more. [Learn more about Formstack Documents](https://www.capterra.com/p/206506/Formstack-Documents/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

87% recommend this product

[4.0 (21)](https://www.capterra.com/p/114908/PaperSave/reviews/)

PaperSave by PairSoft is a full AP Automation, Procurement and Document Management solution that natively integrates with major ERPs. [Learn more about PaperSave](https://www.capterra.com/p/114908/PaperSave/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.3 (44)](https://www.capterra.com/p/139548/ContentCenter/reviews/)

Cloud-based tool that helps businesses streamline document management via barcoding, MICR reading, OCR technology, and more. [Learn more about ContentCenter](https://www.capterra.com/p/139548/ContentCenter/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.8 (15)](https://www.capterra.com/p/250278/Business-Communications-Center/reviews/)

Eclipse provides customer communications software to produce enterprise-class e-forms and documents and labels. [Learn more about DocOrigin](https://www.capterra.com/p/250278/Business-Communications-Center/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.8 (13)](https://www.capterra.com/p/141504/UnForm/reviews/)

UnForm includes print management, e-delivery, document archiving, workflow and scanning/imaging. [Learn more about UnForm](https://www.capterra.com/p/141504/UnForm/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.7 (3)](https://www.capterra.com/p/144775/FileArchiver/#reviews)

ComplyKEY SISCIN is a document management software that simplifies file archiving, eDiscovery, and automated compliance processes. [Learn more about ComplyKEY SISCIN](https://www.capterra.com/p/144775/FileArchiver/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.8 (49)](https://www.capterra.com/p/209335/SuiteFiles/reviews/)

Document creation, collaboration, and signing all in one spot. Ditch the admin, simplify your workflows, delight your clients. [Learn more about SuiteFiles](https://www.capterra.com/p/209335/SuiteFiles/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.9 (16)](https://www.capterra.com/p/215989/Medsender/reviews/)

Medsender’s AI Medical Assistant® unifies faxes, referrals, and patient calls into one automated platform reducing manual work. [Learn more about Medsender](https://www.capterra.com/p/215989/Medsender/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.3 (37)](https://www.capterra.com/p/92271/ALM-2-0/reviews/)

Part 11 document control software system, including PDF Publishing, e-Sign, Hierarchic view and more. Less than 72 hours onboarding [Learn more about Orcanos](https://www.capterra.com/p/92271/ALM-2-0/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.5 (37)](https://www.capterra.com/p/125404/FileCenter/reviews/)

FileCenter is an on-premise document management software that provides PDF scanning, editing, and secure sharing capabilities. [Learn more about FileCenter](https://www.capterra.com/p/125404/FileCenter/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

[4.3 (41)](https://www.capterra.com/p/19703/Content-Central/reviews/)

Affordably automate your document lifecycles, intelligently organize documents, and empower remote collaboration with Content Central. [Learn more about Content Central](https://www.capterra.com/p/19703/Content-Central/)

Document Management features reviewers most value

Access Controls/Permissions

Collaboration Tools

Data Import/Export

Document Generation

Document Storage

Electronic Signature

File Sharing

Search/Filter

Secure Data Storage

Page 1 of 48

## Top-rated software of 2026

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Filter (1199) Products:

Sort By:

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* * *

Plan Type

Free Trial

Popular

85% of professionals opt for a 30-day trial before the software purchase

Other subsciption plans:

Free Version

Monthly Subscription

Annual Subscription

One-Time License

Key Features

All key features

Popular

We have selected the most important and critical features as defined by Capterra user reviews

[Access Controls/Permissions](https://www.capterra.com/document-management-software/features/298-access-controls-permissions/)

[Activity Tracking](https://www.capterra.com/document-management-software/features/3516-activity-tracking/)

[AI Copilot](https://www.capterra.com/document-management-software/features/721-virtual-assistant/)

[Alerts/Notifications](https://www.capterra.com/document-management-software/features/2861-alerts-notifications/)

[Archiving & Retention](https://www.capterra.com/document-management-software/features/3412-archiving-retention/)

[Audit Trail](https://www.capterra.com/document-management-software/features/1394-audit-trail/)

[Collaboration Tools](https://www.capterra.com/document-management-software/features/2476-collaboration-tools/)

[Commenting/Notes](https://www.capterra.com/document-management-software/features/1432-commenting-notes/)

[Compliance Tracking](https://www.capterra.com/document-management-software/features/3678-compliance-tracking/)

[Customizable Templates](https://www.capterra.com/document-management-software/features/196-customizable-templates/)

[Data Import/Export](https://www.capterra.com/document-management-software/features/281-data-import-export/)

[Document Capture](https://www.capterra.com/document-management-software/features/4170-document-capture/)

[Document Classification](https://www.capterra.com/document-management-software/features/1437-document-classification/)

[Document Generation](https://www.capterra.com/document-management-software/features/3663-document-generation/)

[Document Storage](https://www.capterra.com/document-management-software/features/1100-document-storage/)

[Drag & Drop](https://www.capterra.com/document-management-software/features/3967-drag-drop/)

[Electronic Signature](https://www.capterra.com/document-management-software/features/296-electronic-signature/)

[Email Management](https://www.capterra.com/document-management-software/features/1033-email-management/)

[File Conversion](https://www.capterra.com/document-management-software/features/3503-file-conversion/)

[File Recovery](https://www.capterra.com/document-management-software/features/169-file-recovery/)

[File Sharing](https://www.capterra.com/document-management-software/features/2108-file-sharing/)

[Full Text Search](https://www.capterra.com/document-management-software/features/2038-full-text-search/)

[Generative AI](https://www.capterra.com/document-management-software/features/2098-ai-content-creation/)

[Offline Access](https://www.capterra.com/document-management-software/features/2717-offline-access/)

[Optical Character Recognition](https://www.capterra.com/document-management-software/features/1752-optical-character-recognition/)

[Search/Filter](https://www.capterra.com/document-management-software/features/1956-search-filter/)

[Secure Data Storage](https://www.capterra.com/document-management-software/features/3855-secure-data-storage/)

[SSL Security](https://www.capterra.com/document-management-software/features/3491-ssl-security/)

[Task Management](https://www.capterra.com/document-management-software/features/2131-task-management/)

[Third-Party Integrations](https://www.capterra.com/document-management-software/features/682-third-party-integrations/)

[Version Control](https://www.capterra.com/document-management-software/features/1833-version-control/)

[Workflow Management](https://www.capterra.com/document-management-software/features/3209-workflow-management/)

Deployment

Cloud, SaaS, Web-Based

Desktop Mac

Desktop Windows

Desktop Linux

On-Premise Windows

On-Premise Linux

Desktop Chromebook

Mobile Android

Mobile iPhone

Mobile iPad

Related Software Category:

[Proposal Management Software](https://www.capterra.com/proposal-management-software/)[Forms Automation Software](https://www.capterra.com/forms-automation-software/)[Legal Document Management Software](https://www.capterra.com/legal-document-management-software/)[Content Management Software](https://www.capterra.com/content-management-software/)[Digital Asset Management Software](https://www.capterra.com/digital-asset-management-software/)[Knowledge Management Software](https://www.capterra.com/knowledge-management-software/)[Entity Management Software](https://www.capterra.com/entity-management-software/)[IT Asset Management Software](https://www.capterra.com/it-asset-management-software/)

I'm looking for Document Management Software that is:

[Free](https://www.capterra.com/document-management-software/s/free/)[For Mac](https://www.capterra.com/document-management-software/s/mac/)[For Small Businesses](https://www.capterra.com/document-management-software/s/small-businesses/)

Table of Contents

-   [Essential document management software buying information](#essential-document-management-software-buying-information)
-   [What are the most reviewed document management systems?](#what-are-the-most-reviewed-document-management-systems)
-   [What is document management software?](#what-is-document-management-software)
-   [Document management software pricing](#document-management-software-pricing)
-   [Document management software features rated by users](#document-management-software-features-rated-by-users)
-   [Top document management software benefits identified by users](#top-document-management-software-benefits-identified-by-users)
-   [Common challenges of document management software identified by users](#common-challenges-of-document-management-software-identified-by-users)
-   [What is document management software used for?](#what-is-document-management-software-used-for)
-   [Who uses document management software?](#who-uses-document-management-software)
-   [Common document management integrations](#common-document-management-integrations)
-   [How to choose a document management system](#how-to-choose-a-document-management-system)
-   [Learn more about how document management software can help your business](#learn-more-about-how-document-management-software-can-help-your-business)

## Essential document management software buying information

[Document management software](https://www.capterra.com/document-management-software/) automates the process of managing documents from creation to storage to distribution throughout an enterprise, providing a searchable repository often using Optical Character Recognition (OCR) to digitize documents.

Conversations with buyers reveal some of the most common kinds of users are from information technology and services, computer software and education management and 71% of buyers come from companies with between one to 200 employees.\[[1](#sources)\] Reviews by our users reveal that document management software is used most often by employees in administrative and IT and software development roles.\[[2](#sources)\]

“Document management software is crucial for the work we do,” says Jason Bradwell\[[3](#sources)\],  founder of B2B Better, a podcast consultancy that helps B2B companies reposition their marketing strategies. “We frequently share documents both internally within the business and externally with clients. We aim to use tools that our clients are comfortable with, and avoid software that clients might struggle with due to unfamiliarity or cybersecurity concerns.”

Document management software is priced on “per user, per month” basis, ranging from $5.75 to $27+ per user, per month for entry-level systems.\[[1](#sources)\]

First-time buyers should begin evaluating with a budget, number of users, specific use cases, and necessary integrations in mind. Ensure you’ve consulted with stakeholders on a list of critical questions to help you evaluate systems based on your needs, such as: 

-   Can the software integrate with our existing tools and applications?
    
-   Does the software offer full-text search and version control capabilities?
    
-   What is the customer support and service level agreement (SLA)?
    
-   Are documents stored according to industry regulations? 
-   Does the software offer a file lock feature?
    
-   Can access rights be regulated in the tool?
    

## What are the most reviewed document management systems?

[Capterra Shortlist](https://www.capterra.com/document-management-software/shortlist/)\[[4](#sources)\] identifies the top document management systems based on a proprietary blend of user ratings and popularity, helping small businesses efficiently find the most effective document management solution for their needs. Here are the five most reviewed products in our Capterra Shortlist for this category:

**Product**

**Overall score**

**Popularity score**

**Ratings score**

[Google Drive](https://www.capterra.com/p/161425/Drive/)

94/100

44/50

50/50

[Bluebeam Revu](https://www.capterra.com/p/121586/Bluebeam-PDF-Revu/)

92/100

43/50

49/50

[Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

85/100

39/50

46/50

[Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)

81/100

33/50

48/50

[Revver](https://www.capterra.com/p/123400/revver/)

81/100

35/50

46/50

These rankings are determined by combining verified user ratings and publicly available web search popularity data: 

-   **Ratings score:** Relative score of the software based on ratings given by users on Capterra, normalized for number and recency of reviews.
    
-   **Popularity score**: Relative popularity of software based on web search trends and products’ web presence.
    

## What is document management software?

[Document management software (DMS)](https://www.capterra.com/document-management-software/) automates the process of organizing and managing documentation that may come in different formats, such as images, PDFs, audio, video, and spreadsheets. The system enables businesses to store, edit, track, and share these documents. It is specifically beneficial to businesses in medical and finance industries that maintain documents containing sensitive information.

“If you're a business that works with documents, you can’t do without document management software,” says Bradwell. Although there are free versions available on the market, Bradwell argues that at a certain point, it becomes inevitable to invest in a paid version: “Administrative and security features are crucial triggers for investing in paid versions. They offer control and professionalism, especially with business accounts.”

Document management systems are included within the broader category of [content management software](https://www.capterra.com/content-management-software/). The system organizes your electronic documents based on file type, data type, priority levels, and other different parameters. It also features a document repository that offers users secured and restricted access to business documents.

Capterra lists 1,639 document management software products, along with more than 16,516 verified user reviews published in the last year.\[[5](#sources)\]

## Document management software pricing 

Most document management software solutions on the market are priced on a per-month basis, and a typical entry-level pricing plan is between $5.75 and $19 per month. Mid-tier plans are available for $20 to $26 per month and high-end plans for $27+. 

-   Entry-level document management systems include the core functionality of document capture, document storage and full text search. 
-   A premium or advanced product that’s priced higher typically offers advanced reporting, higher security standards, advanced collaboration tools and more integrations. Specific features include audit trails, approval workflows, workflow automation, and priority support.
    

Many products offer a free trial version so that organizations can try the product first and see if it has all the features they need. Some products even offer a free version with limited functionality. While many network monitoring tools offer free plans, it's important to be aware of hidden costs. You might be charged extra for implementation, storage, and additional user costs. Be sure to inquire about these fees when evaluating document management options.

First time buyers should identify their business drivers:

-   What specific document challenges are you trying to address?
    
-   What returns are you expecting from investments in document management solutions?
    

## Document management software features rated by users

All document management tools include document capture, document storage and full text search and most share a variety of common features such as file sharing, electronic signature, and collaboration tools. 

### Core document management features

-   **Document storage:** Store documents in a centralized storage system. 87% rate this feature as critical or highly important.
    
-   **Full text search**: Search for specific words or phrases within a document or database. 74% rate this feature as critical or highly important.
    
-   **Document capture:** Movement of a file to the software. 76% rate this feature as critical or highly important.
    

### Highly rated common network monitoring features

Our analysis of proprietary reviews data reveals other common network monitoring features users rate as valuable:

-   **Secure data storage:** Securely stores data to prevent data loss or breaches. 86% rate this feature as critical or highly important. 89% rate this feature as critical or highly important.
    
-   **File sharing:** Public or private sharing of digital files of various formats such as documents, audio/video, images and more. 84% rate this feature as critical or highly important.
    
-   **Search/filter**: Search and filter data across systems to locate required information by entering keywords or certain criteria. 81% rate this feature as critical or highly important.
    
-   **Access controls/permissions:** Define levels of authorization for access to specific files or systems. 80% rate this feature as critical or highly important.
    
-   **Document generation:** Custom forms to streamline repetitious aspects of a document. 79% rate this feature as critical or highly important.
    
-   **Collaboration tools:** Provides a channel for team members to share media files, communicate, and work together. 75% rate this feature as critical or highly important. “Cloud-based tools make real-time collaboration easy without leaving the platform,” says Bradwell. “But It would be great if these tools also would integrate feedback features for video. As a video agency, we now need to use third-party tools for real-time video collaboration.”
    
-   **Electronic signature:** Legally sign and give consent on a digital document (for example PDF) within the system from anywhere. 73% rate this feature as critical or highly important.
    
-   **Offline access:** Ability of websites, web applications, or mobile applications to function without an active internet connection. 73% rate this feature as critical or highly important.
    

## Top document management software benefits identified by users

**Offers better team collaboration**: Document management users value the team collaboration feature. It allows them to share documents and projects and collaborate with their team members.

_“The collaborative features are a lifesaver, turning team projects into a seamless digital dance.”_

–Earl C., regulatory manager, food & beverage

**Improves office productivity**: Professional employees use productivity tools in the office to enhance business operations and achieve better results.

_“From working remotely and collaboratively we have been able to improve both efficiency and productivity and wouldn't use any other platform to do so.”_

–Spencer C., director, media production

**Increases document organization**: Users say document management software is specifically valuable for organizing documents in different folders and keeping files organized.

_“The ability to create, organize, and share documentation and content is incredibly impactful for us.”_

–Rohan J., cybersecurity officer, education management

**Enhances file security**: Users like to keep their documents safe by securing files with updated security measures.

_“The most important thing is the security of pdf files and this tool allows to add digital signature and encryption of content and that make sure the protection of data.”_

–Hasini W., software engineer, computer software

## Common challenges of document management software identified by users

Issues with performance speed is the biggest challenge for document management software users. When dealing with large files, document management systems can struggle to process and retrieve documents quickly. Organizations should make sure to convert large files to smaller, more efficient formats such as compressed images.

Brawell recognizes the issues that arise when you are dealing with bigger files: “Being a video agency, we deal with large files all the time. Our current solution isn't optimized for our needs, particularly regarding file transfer speeds. We'll need a new storage solution as we grow.”

Issues with internet connectivity is another of the most common challenges of document management software. If internet connectivity is intermittent, synchronization issues can occur, leading to data loss or inconsistencies. Organizations should invest in a high-quality internet connection with sufficient bandwidth. They can also look for a solution that offers offline access capabilities.

Many users also encounter difficulties with pricing. Organizations should be aware of hidden costs, as they might be charged extra for implementation, storage, and additional user costs. Organizations should reach out to vendors and request the total cost of ownership before making a purchase.

## What is document management software used for?

Analysis of our extensive document management reviews highlight the most common use cases, including:

-   **PDF management:** With PDF management, create new PDFs or to convert PDF files to different formats, and then save to different devices such as computers and phones. 
-   **Project management**: Users can track project progress and keep a clear record of each member's contributions, exchange comments, establish deadlines, and manage files.
    
-   **Document signing**: Electronic signature feature enables users to sign their documents virtually without the need of printing them in order to manually sign them.
    
-   **Cloud storage**: Cloud storage ensures easy access from anywhere with an internet connection and eliminates the need for local storage.
    
-   **File sharing**: Users can easily share files and folders, manage access rights, and effectively collaborate with internal and external stakeholders.
    

Document management software can be classified into three types:

-   **Cloud-based DMS** allows hosting in the cloud and is accessible to all members online. It facilitates remote collaboration and is majorly used by businesses that need better accessibility along with lower dependency on the IT support teams.
    
-   **Web-based DMS** offers access to documents without the need to run specific software or download an app. The software can be accessed via your browser.
    
-   **Server-based DMS**, also known as on-premise or client-based DMS, is installed on local workstations and connected to a local area network (LAN).
    

There are different types of document management tools, which can be used instead of or on top of your document management software to help increase the access safety of your files or secure compliance.

-   [Document control software](https://www.capterra.com/document-control-software/): Helps businesses manage the creation, approval, storage, distribution, and disposal of their documents in a way that is compliant with government and industry regulations. Solutions commonly include tools for managing approval processes, document traceability, audit logs, revisions, and retention.
    
-   [Document generation software](https://www.capterra.com/document-generation-software/): Also known as document automation software, automates routine document workflow for contracts, quotes, and other types of commonly used documents. Solutions commonly allow users to create and manage a variety of document templates, and can output documents in a variety of formats.
    
-   [Document version control software](https://www.capterra.com/document-version-control-software/): Allows organizations to track and manage changes to their documents, with all versions stored in a centralized location. Solutions often include check-out/check-in functionality to prevent simultaneous editing, configurable review and approval processes, audit trails, and version notes.)
    

## Who uses document management software?

Document management software can be used by anyone in the company who needs to create, store, manage, or share documents. 

HR, for example, uses document management software for storing and managing employee files such as resumes, contracts, performance reviews, and training records. This ensures adherence to employment laws and regulations by tracking employee data and documentation. 

Accounting employees are storing and organizing financial documents such as invoices, receipts, contracts, and tax returns ensuring compliance with financial regulations and standards.

Conversations with buyers reveal some of the most common kinds of users are from information technology and services, computer software, and education management, and 71% of buyers come from companies with between one to 200 employees. 

Reviews by our users reveal that document management software is used most often by employees in administrative, IT, and software development roles. 

## Common document management integrations

We analyzed our extensive reviews database and determined that the three categories that most often integrate with document management software are: 

-   [Project management](https://www.capterra.com/project-management-software/): The integration of document management software and project management software is important for efficient collaboration and streamlined workflows. This integration enables teams to easily access and share relevant documents within project contexts, improving communication and decision-making while reducing manual tasks and errors.
    
-   [CRM](https://www.capterra.com/customer-relationship-management-software/): The integration of document management and CRM software allows for seamless sharing of customer information and documents, facilitating better communication and collaboration between sales, marketing, and customer service teams. 
-   [Cloud storage](https://www.capterra.com/cloud-storage-software/): By combining document management software and cloud storage, businesses can store and manage documents in a centralized, cloud-based repository, ensuring data protection and easy access from every device for authorized users. 

## How to choose a document management system

Here are a few strategies that can increase your confidence and odds of document management software purchase success:

-   **Check integration capabilities**: The right document management system should integrate with other existing business solutions, such as customer relationship management (CRM), human resources (HR), enterprise resource planning (ERP), and accounting systems. This will pave the way for better efficiency and consistency in business processes.
    
-   **Prioritize data security**: Small businesses often have to deal with internal and external security threats, such as hacking and data breaches. To ensure zero data loss, you need to ensure that the document management software you select should be well-equipped with necessary features to ensure data security. Some of the essential security features and protocols offered by a document management tool include SSL encryption, 256-bit advanced encryption standard (AES) security, virus protection, version management, and auditing capabilities.
    
-   **Consider scalability**: Before evaluating potential solutions, make sure that your new DMS can expand to match the content management needs of your organization over time. The best document management system enables users to start with a few users and gradually expand to accommodate new users and departments over a period of time. The software should also be able to store and manage any volume of data, whether large or small.
    
-   **Access document search capabilities**: Document management software facilitates organized storage of documents and easy retrieval when required. An efficient DMS should allow users to locate documents or stored content using date, name, author, and other metadata such as tags. Several tools also offer advanced features, such as text highlighting and full-text search to locate content.
    
-   **Look for mobile access**: Mobile capabilities in a document management system help save time while dealing with urgent documents. Mobile document management enables users to read and review documents even on the go. Before you invest in a document management solution, make sure that the system is accessible via smartphones and tablets so that you can view, edit, and share documents from anywhere in the world.
    
-   **Compare the software price**: Document management systems can vary greatly in their cost structure. The price of the system usually depends on whether you need an on-premise or a cloud-based solution for your business, combined with the number of features you require. In general, cloud-based solutions are less costly as compared to on-premise versions as these do not involve any upfront hardware/software licensing or infrastructure maintenance costs.
    

## Learn more about how document management software can help your business

Ready to evaluate your best options and find the right fit for your business? Start with [Capterra’s document management software Shortlist](https://www.capterra.com/document-management-software/shortlist/) where we chart the highest-rated and most popular software products. From here, you can explore, save your progress, and share with colleagues. 

For more information check out our curated lists of document management systems: 

-   [5 Key Document Management Software Features and Top Products That Offer Them](https://www.capterra.com/resources/key-document-management-software-features/)
    
-   [5 Top-Rated Document Management Systems for Retail](https://www.capterra.com/resources/top-document-management-software-for-retail/)
    
-   [Document Management Price Comparison Guide: A Capterra Value Report](https://www.capterra.com/resources/document-management-software-pricing-report/)
    
-   [Top 3 Human Resources Document Management Software](https://www.capterra.com/resources/top-human-resources-document-management-software/)
    
-   [5 Top-Rated Document Management Software for Educational Institutes](https://www.capterra.com/resources/top-document-management-software-for-education/)
    
-   [5 Top-Rated Document Management Systems for Retail](https://www.capterra.com/resources/top-document-management-software-for-retail/)
    
-   [5 Top-Rated Document Management Software for IT Services](https://www.capterra.com/resources/document-management-software-for-it-services/)
    
-   [5 Top-Rated Document Management Software for Marketing](https://www.capterra.com/resources/top-marketing-document-management-software/)
    

Sources

1.  [**Jason Bradwell**](https://www.linkedin.com/in/jasonbradwell/)**,** LinkedIn
    
2.  **Capterra advisor call notes:** Findings are based on data from telephonic conversations that Capterra’s advisor team had with small-to-midsize businesses seeking document management tools. For this report, we analyzed phone interactions from the last year. [Read the complete methodology](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology). 
3.  **Capterra reviews data**: Capterra reviews are collected from verified users for individual software products. For this report, we analyzed reviews from the last year. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#software-buyers-guides-methodology).
    
4.  **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology).
    
5.  [**7 Top Rated Document Management Software**](https://www.capterra.com/resources/top-rated-document-management-software/), Capterra
    

## 2026 Capterra Shortlist for Document Management

### Get to a better list with verified ratings & reviews

Capterra Shortlist charts the highest-rated and most popular software products. Explore, save your progress, and share with colleagues. Want to learn more? [Read full scoring methodology](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology)

[

](https://www.capterra.com/p/161425/Drive/)

## [Google Drive](https://www.capterra.com/p/161425/Drive/)

[

4.8 (28,459)](https://www.capterra.com/p/161425/Drive/reviews/)[View all reviews](https://www.capterra.com/p/161425/Drive/reviews/)

[View Profile](https://www.capterra.com/p/161425/Drive/)Add to compare

Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.

Overall Score

99/100

Popularity50/50

Rating49/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.4

Features

4.6

Value for Money

4.7

Paid plans start at

$7.00Per User, Per Month

Free Trial

Free Version

Category features

23/32

Pros and Cons

mp

matt p

E-Learning, 201 - 500 employeesUsed the software for: 1-2 years.

“my overall experience with google drive has been very positive it supports our daily operations smoothly with strong collaboration document management and reliable cloud storage it also offers great value for money for a mid sized company and while we rarely need customer support the available help resources are clear and effective when required“

February 23, 2026

Harshul S

Information Technology and Services, 10,001+ employeesUsed the software for: More than 2 years.

“One thing I am not fond of is that it is connected to email storage , i have drive on my phone and it has automatic back up on and its almost filled up my 15 gb storage and since I use smae email it is creating problems in a email storage as well“

April 10, 2026

[Read all 28,459 reviews→](https://www.capterra.com/p/161425/Drive/reviews/)

[

](https://www.capterra.com/p/161304/OneDrive/)

## [OneDrive](https://www.capterra.com/p/161304/OneDrive/)

[

4.5 (12,668)](https://www.capterra.com/p/161304/OneDrive/reviews/)[View all reviews](https://www.capterra.com/p/161304/OneDrive/reviews/)

[View Profile](https://www.capterra.com/p/161304/OneDrive/)Add to compare

Web-based digital asset management solution that allows businesses of all sizes to manage files, collaborate, scan documents, and more.

Overall Score

93/100

Popularity46/50

Rating47/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.2

Features

4.4

Value for Money

4.4

Paid plans start at

$1.99Flat Rate, Per Month

Free Trial

Free Version

Category features

16/32

Pros and Cons

Hadi B

E-Learning, 10,001+ employeesUsed the software for: More than 2 years.

“Device to device syncing works without any hiccups and with SharePoint, Teams and Office apps, you get a very nice flow of work for single and group projects.“

April 23, 2026

SG

Shea G

Health, Wellness and Fitness, Self-employedUsed the software for: I used a free trial.

“For myself, as a small business owner in solo private practice, OneDrive didn't feel like the tangible solution to cloud storage I was seeking, both because of the hurdles related to cost for it, but also because of the cost of licensing other Microsoft products.“

April 20, 2026

[Read all 12,668 reviews→](https://www.capterra.com/p/161304/OneDrive/reviews/)

[

](https://www.capterra.com/p/1167/SharePoint/)

## [Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

[

4.4 (5,424)](https://www.capterra.com/p/1167/SharePoint/reviews/)[View all reviews](https://www.capterra.com/p/1167/SharePoint/reviews/)

[View Profile](https://www.capterra.com/p/1167/SharePoint/)Add to compare

Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard

Overall Score

89/100

Popularity42/50

Rating47/50

Review Breakdown

Ease of Use

4.1

Customer Service

4.1

Features

4.3

Value for Money

4.2

Paid plans start at

$5.00Per User, Per Month

Free Trial

Free Version

Category features

17/32

Pros and Cons

AW

Andrew W

Medical Practice, 51 - 200 employeesUsed the software for: 1-2 years.

“The best thing I love about Microsoft SharePoint is the ability it gives my team and I to share in real time projects and documents we need to collaborate on, especially when we are all in different locations!“

April 11, 2026

Hameeda T

Financial Services, 5,001 - 10,000 employeesUsed the software for: 1-2 years.

“Some users may find the interface less intuitive compared to modern collaboration tools, and occasional sync issues with OneDrive can disrupt workflows.“

March 18, 2026

[Read all 5,424 reviews→](https://www.capterra.com/p/1167/SharePoint/reviews/)

[

](https://www.capterra.com/p/148766/Box/)

## [Box](https://www.capterra.com/p/148766/Box/)

[

4.4 (5,629)](https://www.capterra.com/p/148766/Box/reviews/)[View all reviews](https://www.capterra.com/p/148766/Box/reviews/)

[View Profile](https://www.capterra.com/p/148766/Box/)Add to compare

Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.

Overall Score

88/100

Popularity41/50

Rating47/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.3

Features

4.4

Value for Money

4.3

Paid plans start at

$20.00Per User, Per Month

Free Trial

Free Version

Category features

20/32

Pros and Cons

Maria S

Pharmaceuticals, 10,001+ employeesUsed the software for: 6-12 months.

“I can leave comments or propose changes in the text - it is very handy for articles and other documents, because we have a lot of people involved in the content creation and coordination.“

April 22, 2026

Maria S

Pharmaceuticals, 10,001+ employeesUsed the software for: 6-12 months.

“I had to create a video tutorial on commenting because some colleagues couldn't figure out how to open the document and leave their notes.“

April 22, 2026

[Read all 5,629 reviews→](https://www.capterra.com/p/148766/Box/reviews/)

[

](https://www.capterra.com/p/143068/Dropbox-Business/)

## [Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)

[

4.5 (21,687)](https://www.capterra.com/p/143068/Dropbox-Business/reviews/)[View all reviews](https://www.capterra.com/p/143068/Dropbox-Business/reviews/)

[View Profile](https://www.capterra.com/p/143068/Dropbox-Business/)Add to compare

Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.

Overall Score

83/100

Popularity36/50

Rating47/50

Review Breakdown

Ease of Use

4.5

Customer Service

4.3

Features

4.4

Value for Money

4.3

Paid plans start at

$11.99Flat Rate, Per Month

Free Trial

Free Version

Category features

29/32

Pros and Cons

Hallye N

Mechanical or Industrial Engineering, 11 - 50 employeesUsed the software for: More than 2 years.

“Dropbox business is one of the best ways to collect and keep track of shared documents for commercial jobs for contractors.“

March 5, 2026

LD

Leo D

Machinery, 501 - 1,000 employeesUsed the software for: I used a free trial.

“Also, the occasional sync delay loves to show up at the worst possible moment—like right before a deadline—just to remind you who’s really in control. And while the interface is beautifully simple, digging through older or poorly named files can feel like an accidental archaeological expedition.“

April 9, 2026

[Read all 21,687 reviews→](https://www.capterra.com/p/143068/Dropbox-Business/reviews/)

[

](https://www.capterra.com/p/113540/Bitrix24/)

## [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/)

[

4.2 (989)](https://www.capterra.com/p/113540/Bitrix24/reviews/)[View all reviews](https://www.capterra.com/p/113540/Bitrix24/reviews/)

[View Profile](https://www.capterra.com/p/113540/Bitrix24/)Add to compare

Bitrix24 is a free document management platform used by over 15 million businesses worldwide. Available in cloud and on-premise.

Overall Score

75/100

Popularity31/50

Rating44/50

Review Breakdown

Ease of Use

4.0

Customer Service

4.0

Features

4.3

Value for Money

4.2

Paid plans start at

$69.00Flat Rate, Per Month

Free Trial

Free Version

Category features

7/32

Pros and Cons

Ajay P

Building Materials, 10,001+ employeesUsed the software for: 1-2 years.

“We can recommend viasocket as a convenient and flexible no/low-code solution for configuring integrations between business applications.“

April 7, 2026

Ajay P

Building Materials, 10,001+ employeesUsed the software for: 1-2 years.

“Separately, I would like to note the work of the support service — at the start, the application for connecting to Bitrix24 did not work correctly, but experts quickly suggested an alternative option with direct connection via client\_id.“

April 7, 2026

[Read all 989 reviews→](https://www.capterra.com/p/113540/Bitrix24/reviews/)

[

](https://www.capterra.com/p/122215/M-Files/)

## [M-Files](https://www.capterra.com/p/122215/M-Files/)

[

4.4 (274)](https://www.capterra.com/p/122215/M-Files/reviews/)[View all reviews](https://www.capterra.com/p/122215/M-Files/reviews/)

[View Profile](https://www.capterra.com/p/122215/M-Files/)Add to compare

M-Files tames doc chaos. Find files fast, control versions, & automate workflows. Work smarter, not harder.

Overall Score

75/100

Popularity27/50

Rating48/50

Review Breakdown

Ease of Use

4.2

Customer Service

4.2

Features

4.4

Value for Money

4.3

Paid plans start at

Not provided by the vendor

Category features

27/32

Pros and Cons

Utsav G

Information Technology and Services, 51 - 200 employeesUsed the software for: 1-2 years.

“It has collaboration with Microsoft so if i create a word document i can directly access that via my word, No need to open other application.“

March 27, 2026

NM

Nicolas M

Electrical/Electronic Manufacturing, 51 - 200 employeesUsed the software for: More than 2 years.

“After letting our subscription lapse (which we understood to cover support and updates only), we lost ALL access to our vault — our own data, on our own on-premises server.“

March 10, 2026

[Read all 274 reviews→](https://www.capterra.com/p/122215/M-Files/reviews/)

[

](https://www.capterra.com/p/10007380/ShareFile/)

## [Progress ShareFile](https://www.capterra.com/p/10007380/ShareFile/)

[

4.5 (439)](https://www.capterra.com/p/10007380/ShareFile/reviews/)[View all reviews](https://www.capterra.com/p/10007380/ShareFile/reviews/)

[View Profile](https://www.capterra.com/p/10007380/ShareFile/)Add to compare

The secure file sharing and storage solution built for business. Featuring state-of-the-art, compliance-supporting security.

Overall Score

75/100

Popularity30/50

Rating45/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.2

Features

4.4

Value for Money

4.1

Paid plans start at

$27.50Per User, Per Month

Free Trial

Free Version

Category features

21/32

Pros and Cons

LT

Liberty T

Accounting, 11 - 50 employeesUsed the software for: 6-12 months.

“It was not pricey and the customer service is excellent and can be linked with our Microsoft Outlook which makes very handy, also knowing it makes secure file sharing.“

October 22, 2025

NP

Nilesh P

Airlines/Aviation, 201 - 500 employeesUsed the software for: More than 2 years.

“Responding very slow Like login and surfing in folders.“

September 25, 2025

[Read all 439 reviews→](https://www.capterra.com/p/10007380/ShareFile/reviews/)

[

](https://www.capterra.com/p/169648/Clinked/)

## [Clinked](https://www.capterra.com/p/169648/Clinked/)

[

4.9 (110)](https://www.capterra.com/p/169648/Clinked/reviews/)[View all reviews](https://www.capterra.com/p/169648/Clinked/reviews/)

[View Profile](https://www.capterra.com/p/169648/Clinked/)Add to compare

Clinked offers customisable client portals for businesses. Securely share files, communicate with clients and keep track of your tasks.

Overall Score

74/100

Popularity24/50

Rating50/50

Review Breakdown

Ease of Use

4.8

Customer Service

4.8

Features

4.7

Value for Money

4.8

Paid plans start at

$77.00Per User, Per Month

Free Trial

Free Version

Category features

22/32

Pros and Cons

BY

Beyza Y

Computer & Network Security, 11 - 50 employeesUsed the software for: Less than 6 months.

“The reminders help a lot too because they keep upcoming tasks and deadlines in front of me without needing my own notes. And I really like having mobile access since I can check a client’s question even when I’m away from my desk.“

November 17, 2025

Samantha K

Non-Profit Organization Management, 51 - 200 employeesUsed the software for: 1-2 years.

“Some of our team members found the platform's learning curve to be a bit challenging, which meant it took a little longer for everyone to fully adapt.“

October 14, 2024

[Read all 110 reviews→](https://www.capterra.com/p/169648/Clinked/reviews/)

Need a Little Help?

Talk with a software expert for free. Get a list of software that’s great for you in less than 15 minutes.

[

](https://www.capterra.com/p/101272/Glasscubes/)

## [Glasscubes](https://www.capterra.com/p/101272/Glasscubes/)

[

4.7 (424)](https://www.capterra.com/p/101272/Glasscubes/reviews/)[View all reviews](https://www.capterra.com/p/101272/Glasscubes/reviews/)

[View Profile](https://www.capterra.com/p/101272/Glasscubes/)Add to compare

Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device.

Overall Score

74/100

Popularity26/50

Rating48/50

Review Breakdown

Ease of Use

4.6

Customer Service

4.8

Features

4.5

Value for Money

4.6

Paid plans start at

£33.00Flat Rate, Per Month

Free Trial

Free Version

Category features

22/32

Pros and Cons

FH

Freddie H

Accounting, 11 - 50 employeesUsed the software for: 1-2 years.

“My overall experience with Glasscubes has been very positive, It is a very good way to manage a client portfolio with many features that make interacting with your clients as seamless as possible.“

March 2, 2026

SH

Serhii H

Non-Profit Organization Management, 11 - 50 employeesUsed the software for: Less than 6 months.

“I do not like when documents are locked because someone else has them open or is working on them.“

March 25, 2026

[Read all 424 reviews→](https://www.capterra.com/p/101272/Glasscubes/reviews/)

[

](https://www.capterra.com/p/220466/DocuWare/)

## [DocuWare](https://www.capterra.com/p/220466/DocuWare/)

[

4.6 (113)](https://www.capterra.com/p/220466/DocuWare/reviews/)[View all reviews](https://www.capterra.com/p/220466/DocuWare/reviews/)

[View Profile](https://www.capterra.com/p/220466/DocuWare/)Add to compare

DocuWare's office automation solutions deliver smart digital workflow and document control for substantial productivity gains.

Overall Score

72/100

Popularity25/50

Rating47/50

Review Breakdown

Ease of Use

4.4

Customer Service

4.5

Features

4.5

Value for Money

4.3

Paid plans start at

Not provided by the vendor

Category features

30/32

Pros and Cons

LA

Leanne A

Construction, 51 - 200 employeesUsed the software for: 1-2 years.

“With the implementation of Docuware we are able to get our accounts payable invoices entered so that we are able to run accurate reports in a timely manner.“

December 11, 2025

MZ

Myrna Z

Information Technology and Services, 11 - 50 employeesUsed the software for: More than 2 years.

“The cost of licensing is high and integration with other platforms increases the cost of the solutions.“

March 27, 2025

[Read all 113 reviews→](https://www.capterra.com/p/220466/DocuWare/reviews/)

[

](https://www.capterra.com/p/62196/Laserfiche/)

## [Laserfiche](https://www.capterra.com/p/62196/Laserfiche/)

[

4.5 (83)](https://www.capterra.com/p/62196/Laserfiche/reviews/)[View all reviews](https://www.capterra.com/p/62196/Laserfiche/reviews/)

[View Profile](https://www.capterra.com/p/62196/Laserfiche/)Add to compare

Cloud-based and on-premise workflow management solution that helps businesses create forms, digitize documents, route files, and more.

Overall Score

72/100

Popularity25/50

Rating47/50

Review Breakdown

Ease of Use

4.3

Customer Service

4.3

Features

4.4

Value for Money

4.1

Paid plans start at

$50.00Per User, Per Month

Free Trial

Free Version

Category features

24/32

Pros and Cons

AM

Asmaa M

Biotechnology, 11 - 50 employeesUsed the software for: Less than 6 months.

“I experienced ease of learning and use thanks to its intuitive interface, and I felt safe and confident when managing permissions and tracking activities.“

April 25, 2025

AR

Ahmed R

Program Development, Self-employedUsed the software for: Less than 6 months.

“This can cause some Laserfiche operations to be very slow on large repositories.“

April 24, 2025

[Read all 83 reviews→](https://www.capterra.com/p/62196/Laserfiche/reviews/)

[

](https://www.capterra.com/p/145411/Zoho/)

## [Zoho WorkDrive](https://www.capterra.com/p/145411/Zoho/)

[

4.6 (95)](https://www.capterra.com/p/145411/Zoho/reviews/)[View all reviews](https://www.capterra.com/p/145411/Zoho/reviews/)

[Visit Website](https://www.capterra.com/ppc/clicks/collect/CA/directory/a50eaa8c-8b1f-4643-92e6-a95900521d1f/destination?country=US&language=en&specificLocation=sem-shortlist-tp-upgraded-visit-website-button&sessionStartPage=aHR0cHM6Ly9ieC1jYXB0ZXJyYS1tb3o3dnd5NjctZzJkbS52ZXJjZWwuYXBwL2RvY3VtZW50LW1hbmFnZW1lbnQtc29mdHdhcmUv&categoryId=25cf9329-22fa-4da4-937b-0e7588130763&listingPosition=13)Add to compare

Zoho WorkDrive is secure document management software empowering modern teams to store, edit, share, and manage documents from a centra

Overall Score

72/100

Popularity25/50

Rating47/50

Review Breakdown

Ease of Use

4.6

Customer Service

4.4

Features

4.5

Value for Money

4.4

Paid plans start at

€3.00Per User, Per Month

Free Trial

Free Version

Category features

26/32

Pros and Cons

BT

Benjamin T

Telecommunications, 201 - 500 employeesUsed the software for: 6-12 months.

“Colloboration with multiple users at the same time, comment, share feedback - Team Productivity increasing together with the integration with other Zoho Products“

March 13, 2026

CB

Cass B

Retail, 51 - 200 employeesUsed the software for: 1-2 years.

“It lacks a lot of support options that many websites have nowadays with chatbots, AI and human chat options“

April 1, 2026

[Read all 95 reviews→](https://www.capterra.com/p/145411/Zoho/reviews/)

[

](https://www.capterra.com/p/161845/Square-9/)

## [Square 9](https://www.capterra.com/p/161845/Square-9/)

[

4.5 (141)](https://www.capterra.com/p/161845/Square-9/reviews/)[View all reviews](https://www.capterra.com/p/161845/Square-9/reviews/)

[Visit Website](https://www.capterra.com/ppc/clicks/collect/CA/directory/8750a3b0-a2cb-4454-8f48-a75c007e80f5/destination?country=US&language=en&specificLocation=sem-shortlist-tp-upgraded-visit-website-button&sessionStartPage=aHR0cHM6Ly9ieC1jYXB0ZXJyYS1tb3o3dnd5NjctZzJkbS52ZXJjZWwuYXBwL2RvY3VtZW50LW1hbmFnZW1lbnQtc29mdHdhcmUv&categoryId=25cf9329-22fa-4da4-937b-0e7588130763&listingPosition=14)Add to compare

Square 9 delivers Intelligent Document Processing solutions that remove the frustration of extracting data from documents.

Overall Score

71/100

Popularity23/50

Rating48/50

Review Breakdown

Ease of Use

4.3

Customer Service

4.4

Features

4.4

Value for Money

4.3

Paid plans start at

$50.00Per User, Per Month

Free Trial

Free Version

Category features

27/32

Pros and Cons

Patricia M

Events Services, 2 - 10 employeesUsed the software for: 6-12 months.

“I love Square 9 software as I can prepare all my documents without any issues. Plus if I am out of office I can still sign urgent documents“

January 26, 2026

AM

Ar-jay Angelo M

Food & Beverages, 201 - 500 employeesUsed the software for: 1-2 years.

“The user interface feels a bit outdated, and the initial configuration process can be time-consuming.“

May 13, 2025

[Read all 141 reviews→](https://www.capterra.com/p/161845/Square-9/reviews/)

[

](https://www.capterra.com/p/123400/revver/)

## [Revver](https://www.capterra.com/p/123400/revver/)

[

4.4 (908)](https://www.capterra.com/p/123400/revver/reviews/)[View all reviews](https://www.capterra.com/p/123400/revver/reviews/)

[Visit Website](https://www.capterra.com/ppc/clicks/collect/CA/directory/e7ee8139-2361-4d58-ba3d-a6d200b3a772/destination?country=US&language=en&specificLocation=sem-shortlist-tp-upgraded-visit-website-button&sessionStartPage=aHR0cHM6Ly9ieC1jYXB0ZXJyYS1tb3o3dnd5NjctZzJkbS52ZXJjZWwuYXBwL2RvY3VtZW50LW1hbmFnZW1lbnQtc29mdHdhcmUv&categoryId=25cf9329-22fa-4da4-937b-0e7588130763&listingPosition=15)Add to compare

Every file is easily findable through Revver’s advanced search methods. These include OCR and metadata searches

Overall Score

70/100

Popularity23/50

Rating47/50

Review Breakdown

Ease of Use

4.3

Customer Service

4.4

Features

4.2

Value for Money

4.2

Paid plans start at

$25.00Per User, Per Month

Free Trial

Free Version

Category features

26/32

Pros and Cons

KB

Kathy B

Accounting, 2 - 10 employeesUsed the software for: More than 2 years.

“I like the fact that the documents are secure and protected as well as being able to have a secure way to send and receive documents from clients. “

September 24, 2025

JL

JOHN L

Accounting, Self-employedUsed the software for: More than 2 years.

“File sharing is difficult for me to figure out and use: not sure what to allow and not allow so as not to open up files to everyone else.“

September 25, 2025

[Read all 908 reviews→](https://www.capterra.com/p/123400/revver/reviews/)

[

](https://www.capterra.com/p/141488/Document-Workflow-Software/)

## [Fluix](https://www.capterra.com/p/141488/Document-Workflow-Software/)

[

4.8 (69)](https://www.capterra.com/p/141488/Document-Workflow-Software/reviews/)[View all reviews](https://www.capterra.com/p/141488/Document-Workflow-Software/reviews/)

[View Profile](https://www.capterra.com/p/141488/Document-Workflow-Software/)Add to compare

Fluix is a mobile-first platform that helps field teams work faster, safer, and stay compliant.

Overall Score

68/100

Popularity20/50

Rating48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.8

Features

4.5

Value for Money

4.7

Paid plans start at

$40.00Per User, Per Month

Free Trial

Free Version

Category features

18/32

Pros and Cons

AC

Alicia C

Hospital & Health Care, 2 - 10 employeesUsed the software for: More than 2 years.

“I like that we can text a link to clients and have them sign things right on their smart phone.“

October 1, 2025

MV

Marcel V

Electrical/Electronic Manufacturing, 10,001+ employeesUsed the software for: 1-2 years.

“with all the workflows maintanance gets a little messy, because you can not group workflows.“

September 3, 2025

[Read all 69 reviews→](https://www.capterra.com/p/141488/Document-Workflow-Software/reviews/)

[

](https://www.capterra.com/p/214700/Plumsail-Documents/)

## [Plumsail Documents](https://www.capterra.com/p/214700/Plumsail-Documents/)

[

4.7 (78)](https://www.capterra.com/p/214700/Plumsail-Documents/reviews/)[View all reviews](https://www.capterra.com/p/214700/Plumsail-Documents/reviews/)

[View Profile](https://www.capterra.com/p/214700/Plumsail-Documents/)Add to compare

Plumsail Documents is a document automation software. It allows you to generate custom documents from templates.

Overall Score

67/100

Popularity19/50

Rating48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.6

Features

4.6

Value for Money

4.2

Paid plans start at

$25.00Flat Rate, Per Month

Free Trial

Free Version

Category features

11/32

Pros and Cons

Matthew B

Industrial Automation, 51 - 200 employeesUsed the software for: Less than 6 months.

“Plumsail did exactly what it promised, and I needed - it allowed me to create a new DOCX document with whatever dynamic content I required (HTML, images, text, tables, etc.). Once I figured out how the system worked and got around a couple of quirks, the system worked as defined without issue.“

April 13, 2026

AT

Annalise T

Government Administration, 1,001 - 5,000 employeesUsed the software for: Less than 6 months.

“I was a little confused by the difference between the modern and classic word templates.“

February 17, 2026

[Read all 78 reviews→](https://www.capterra.com/p/214700/Plumsail-Documents/reviews/)

[

](https://www.capterra.com/p/197116/Klyck/)

## [Klyck](https://www.capterra.com/p/197116/Klyck/)

[

4.9 (29)](https://www.capterra.com/p/197116/Klyck/reviews/)[View all reviews](https://www.capterra.com/p/197116/Klyck/reviews/)

[View Profile](https://www.capterra.com/p/197116/Klyck/)Add to compare

A modern, intelligent document management platform with AI metadata, workflows, approvals, forms, and secure governance.

Overall Score

63/100

Popularity15/50

Rating48/50

Review Breakdown

Ease of Use

4.7

Customer Service

4.9

Features

4.9

Value for Money

4.9

Paid plans start at

$10.00Per User, Per Month

Free Trial

Free Version

Category features

25/32

Pros and Cons

AJ

Ajit J

Human Resources, 11 - 50 employeesUsed the software for: Less than 6 months.

“Klyck's intuitive design and user-friendly interface make it accessible to users of all technical proficiency levels, allowing anyone to easily manage and share content without requiring extensive technical expertise.“

June 14, 2024

[Read all 29 reviews→](https://www.capterra.com/p/197116/Klyck/reviews/)

[

](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/)

## [Qualityze Suite](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/)

[

4.9 (65)](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/reviews/)[View all reviews](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/reviews/)

[View Profile](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/)Add to compare

Qualityze delivers document management system software to centralize documents, manage versions, and automate workflows.

Overall Score

63/100

Popularity14/50

Rating49/50

Review Breakdown

Ease of Use

4.9

Customer Service

4.9

Features

4.9

Value for Money

4.8

Paid plans start at

Not provided by the vendor

Category features

23/32

Pros and Cons

CJ

Christo J

Accounting, 2 - 10 employeesUsed the software for: 6-12 months.

“I will praise the company for there Qualityze implementation team for being highly responsive and helping with custom configurations.“

January 4, 2026

JW

Joshua W

Construction, 2 - 10 employeesUsed the software for: I used a free trial.

“Really poor Customer service They do work with you they collaborate with you Just need some work To make better“

August 18, 2025

[Read all 65 reviews→](https://www.capterra.com/p/153199/Qualityze-EQMS-Suite/reviews/)

Most Popular

Popularity Score

Popular

Highly Rated

Ratings Score

Highest Rated

To ensure objectivity and avoid any bias, Capterra Shortlist mathematically combines two key dimensions: a ratings score and a popularity score. These two dimensions are combined to plot top products on the grid and create a total score for a stack-ranked list view—all independent of vendor influence.

Date published:January 5, 2026