5 Best Document Management Software Apps

Effective document management is crucial for organizations to streamline workflows, enhance collaboration, and ensure the security of sensitive information. In the digital era, the right document management software can significantly impact an organization's efficiency and productivity. With a myriad of options available, selecting the best-suited software is a key decision for businesses.

Megon Venter

Blog Author - B2B SaaS Content Writer

Megon is a B2B SaaS Content Writer with 7 years of experience in content strategy and execution. Her expertise lies in the creation of document management tutorials and product comparisons.

Overview

1. Microsoft SharePoint

Microsoft SharePoint is a robust platform known for its comprehensive document management capabilities. Here are some of the best features of Microsoft SharePoint for document management:



Image Source: Microsoft SharePoint

1. Document Libraries:

   • SharePoint's document libraries provide a centralized and organized repository for storing files. Users can create multiple libraries for different purposes, making it easy to manage and categorize documents.

2. Version Control:

   • SharePoint offers powerful version control, allowing users to track changes made to documents over time. This ensures that users can access and revert to previous versions if needed, preventing data loss or conflicts.

3. Metadata and Tagging:

   • Users can associate metadata with documents, providing additional information for better organization and searchability. Custom metadata and tagging help create a structured and easily navigable document environment.

4. Access Controls and Permissions:

   • SharePoint allows administrators to set granular access controls and permissions for documents and folders. This ensures that sensitive information is only accessible to authorized individuals, enhancing security.

5. Workflows and Automation:

   • SharePoint supports the creation of workflows to automate business processes related to document management. This includes approval workflows, document routing, and other customizable processes, improving efficiency.

2. Google Drive

Google Drive is a popular cloud-based storage and collaboration platform that offers several features for effective document management in a central location, including scanned paper documents and Google Docs. Here are some of the best features of Google Drive:



Image Source: Google Drive

1. File Storage and Organization:

   • Google Drive provides ample storage space for files such as Google Sheets, and users can organize documents into folders and subfolders with this document management tool. This helps maintain a structured hierarchy for efficient document management.

2. Real-Time Collaboration:

   • One of Google Drive's standout features is real-time collaboration. Multiple users can work on the same document simultaneously, with changes being instantly reflected for all collaborators. This promotes teamwork and reduces versioning issues.

3. Google Docs, Sheets, and Slides Integration:

   • Seamless integration with Google's productivity suite (Docs, Sheets, and Slides) allows users to create, edit, and collaborate on documents directly within Google Drive. Changes made in these applications are automatically saved to Drive.

4. Version History:

   • Google Drive automatically tracks changes made to documents, providing a detailed version history. Users can review and revert to previous versions, which is crucial for maintaining document integrity and tracking edits.

5. Access Control and Sharing Permissions:

   • Users can set access controls and sharing permissions for all types of documents or folders. This includes options to share documents publicly, with specific individuals, or within the organization, ensuring data security and privacy, even on mobile devices.

3. Dokmee

Dokmee is a document management service that offers features such as document capture, workflow automation, and electronic signatures. It is suitable for businesses of various sizes and provides powerful tools for efficient document organization and retrieval.



Image Source: Dokmee

1. Document Capture:

   • Dokmee offers document capture capabilities, allowing users to import paper documents from various sources, including scanners, email, and network folders. This feature streamlines the process of digitizing and importing paper-based documents.

2. Metadata Management:

   • Dokmee emphasizes metadata-driven document management. Users can assign metadata to documents, making it easier to categorize, search, and retrieve files based on specific attributes. This promotes efficient organization and enhances searchability.

3. Workflow Automation:

   • The platform supports workflow automation, enabling organizations to design and implement customizable workflows for document-centric processes. This includes document approval, review, and other business processes, improving efficiency and consistency.

4. Access Controls and Permissions:

   • Dokmee provides robust access controls and permission settings, allowing administrators to define user roles and restrict access to sensitive documents. This ensures data security and compliance with privacy regulations on digital files.

5. Version Control:

   • The version control feature in Dokmee allows users to track changes made to documents over time. It helps in maintaining the integrity of documents, and users can revert to previous versions if needed.
     
     

You can also check our resume resource on Electronic Records Management with PDFs.

4. Box

Box is a cloud-based document management service and file sharing platform with advanced features. It enables collaboration, file synchronization, and secure access to documents from various devices. Box is often used by businesses for document storage, sharing, and collaboration.



Image Source: Box

1. Cloud Storage and File Organization:

   • Box provides secure cloud storage for documents, allowing users to organize files into folders and subfolders. This facilitates a structured and easily navigable document repository.

2. Real-Time Collaboration:

   • Box enables real-time collaboration on documents. Multiple users can work on the same file simultaneously, making edits, adding comments, and ensuring that everyone is working on the latest version of the digital document.

3. Version Control:

   • Box includes version control features, allowing users to track changes made to documents over time. This ensures that users can revert to previous versions if needed and helps prevent data conflicts in a single document.

4. Access Controls and Permissions:

   • Box offers robust access controls and permission settings, allowing administrators to define who can view, edit, or delete specific documents. This ensures data security and compliance with privacy regulations.

5. Secure File Sharing:

   • Box provides secure file-sharing capabilities, allowing users to share documents of different file formats internally or externally with controlled access. Users can set expiration dates and passwords for shared links, enhancing security.

5. DocuWare

DocuWare is a document management and workflow automation platform. It allows users to capture, organize, and manage single documents, as well as automate business processes. DocuWare integrates with various third-party applications and supports mobile access.

Image Source: DocuWare
 

1. Document Capture:

   • DocuWare provides powerful single document capture capabilities, allowing users to import documents from various sources, including document scanning, email, and network folders. This streamlines the process of digitizing and importing documents into the system.

2. Document Indexing and Metadata:

   • The platform emphasizes metadata-driven document management. Users can assign metadata to documents, making it easier to categorize, search, and retrieve files based on specific attributes. This promotes efficient organization and enhances searchability.

3. Workflow Automation:

   • DocuWare supports robust workflow automation, allowing organizations to design and implement customizable workflows for document-centric processes. This includes document approval, review, and other business processes, improving efficiency and reducing manual tasks.

4. Access Controls and Permissions:

   • DocuWare provides granular access controls and permission settings, allowing administrators to define user roles and restrict access to sensitive documents. This ensures data security and compliance with privacy regulations thanks to these powerful tools. 

5. Version Control:

   • DocuWare includes version control features, enabling users to track changes made to documents over time. This ensures the integrity of documents, and users can revert to previous versions if necessary. 

"PDF Reader Pro has transformed how I approach PDFs. Its seamless integration of editing, annotating, and merging tools means I'm always prepared, no matter the project."

Johan Müller

B2B SaaS Content Writer

Source: LinkedIn

Integrate PDF Reader Pro with Document Management

Here are general ways in which PDF tools can integrate with document management apps:

1. File Export and Import: PDF Reader Pro may support exporting and importing files to and from various document management systems. This allows users to seamlessly move documents between the PDF tool and their document management platform.

2. Cloud Storage Integration: Many document management apps use cloud storage services. PDF Reader Pro might offer integrations with popular cloud platforms (such as Dropbox, Google Drive, or OneDrive), allowing users to directly access and save PDF files to their preferred cloud storage.

3. API Integration: If PDF Reader Pro provides an API (Application Programming Interface), developers can use it to create custom integrations with single document management systems. This can enable more robust and tailored connections between the PDF tool and the chosen document management app.

4. Collaboration Features: Some PDF tools, including PDF Reader Pro, may offer collaboration features such as annotation sharing or document commenting. These features can enhance collaboration when documents are stored and managed in a document management system.

5. Workflow Automation: Integration might involve workflow automation. For example, PDF Reader Pro could be integrated into a document management workflow, where certain actions trigger events within the document management system.

6. Metadata Integration: Integration with document management systems often involves handling metadata. PDF Reader Pro might allow users to work with metadata associated with PDF files, ensuring consistency with the document management system's metadata structure.

7. Security and Access Control: Integration could include features related to security and access control. PDF Reader Pro might support the authentication and authorization mechanisms used by the document management app to ensure secure access to documents.
   
   

"I always used more than one PDF Reader before finding PDF Reader Pro because none of them had all the tools I needed in one platform. Now I only use PDF Reader Pro due to its efficient suite of tools!"

Naaziyah Ismail

B2B SaaS Content Writer

Source: LinkedIn

Document Management Software Apps: FAQs

Peruse our frequentyl asked questions section to understand how to navigate the worlds of Google Workspace and more while finding seamless integration between apps for your business documents. 

What is document management software?

Document management software is a digital solution designed to organize, store, track, and manage documents and content within an organization. These systems often include features such as version control, access controls, workflow automation, and collaboration tools to streamline document-related processes.

Why do businesses need document management software?

Businesses need document management software to improve efficiency, collaboration, and organization of their documents. These tools help in reducing manual processes, ensuring version control, enhancing security, and facilitating seamless collaboration among team members.

What features should I look for in document management software?

Key features to consider include single document storage and organization, version control, access controls and permissions, search capabilities, workflow automation, collaboration tools, integration options with other software, and security measures.

How do document management apps enhance collaboration?

Document management apps enhance collaboration by providing features such as real-time editing, commenting, and annotation tools. Users can work on the same document simultaneously, improving communication and teamwork.

Are document management apps secure?

Yes, reputable document management apps prioritize security. They often include access controls, encryption, and audit trails to protect sensitive information. It's essential to choose a solution that complies with industry regulations and data protection standards.

Can document management software integrate with other business applications?

Many document management software apps offer integration capabilities with other business applications such as customer relationship management (CRM), enterprise resource planning (ERP), and collaboration tools. This ensures a seamless flow of information across different systems.

How do document management apps handle version control?

Document management apps typically maintain version control by automatically tracking changes made to documents. Users can access and revert to previous versions, ensuring the integrity of the document and facilitating collaboration without the risk of data loss.

Are there document management solutions suitable for small businesses?

Yes, there are document management solutions designed specifically for small businesses, offering scalable features and pricing plans. These solutions cater to the unique needs of smaller teams and organizations.

What role does cloud storage play in document management software?

Cloud storage is often a key component of document management software, allowing users to store and access documents from anywhere with an internet connection. It facilitates remote collaboration, data backup, and ensures accessibility across devices.

How can I choose the right document management software for my organization?

Choosing the right document management software involves assessing your organization's specific needs, considering scalability, security features, integration capabilities, and user-friendliness. It's advisable to take advantage of trial versions, demos, and customer reviews to make an informed decision.

Get Started with PDF Reader Pro Today!

Free Download Free Download

Before selecting a document management software, consider your specific business needs, the size of your organization, and any compliance requirements. Additionally, check for updates and new releases to ensure you are aware of the latest features and improvements in document management software.