To test for the best document management software we first set up an account with the relevant software platform, whether as a download or as an online service. How we test How we tested the best document management software When deciding which document management software to download and use, first consider what your actual needs are, as budget-priced software options can sometimes prove limited when it comes to the variety of tools available, while higher-end software can really cater for every need, so do ensure you have a good idea of which features you think you may require. įAQs Which document management software is best for you? We've also featured the best cloud document storage. One potential limitation is that Abbyy services are primarily built to store documents in PDF format. ![]() Meta keywords can be applied for easy search on top of normal search functions, and distributed easily via the web or email as required. Access can be tracked and logged, and existing documents can be reused and edited as required for reissue. General accessibility rules can also be set up according to company policy.Ībbyy are perhaps most famous for their file reader and scanning services, but they also provide a digital document archiving service which allows for the secure storage and use of documents. Permissions, file/folder expiration, and notifications can also be set up for file sharing and for sending file requests, all of which is done using a secure URL. Templates are available to customize the document folder tree throughout your system. As expected, collaboration is supported, with permissions and auditing options available for easier file management.ĮFileCabinet is a document management software solution that uses smart automation to organize, name, and store files according to their content. Everything can be smartly indexed using AI, with files automatically stamped for indexing, as well as rules-based routing to make storage and archiving easier, which is all done through secure hosting in the cloud. It supports a number of document formats, and also provides document imaging and data capture as part of its service. In that regard it makes Samepage a potentially flexible solution to cover multiple needs.ĭokmee advertises itself as an enterprise content management solution, to organize, secure, and manage files. The interface is simple and easy to use, with collaboration built into the heart of it. The aim is to simplify everything in a single app as opposed to having multiple software applications for different tasks. Samepage is a little different to standard document management as it's more about creating a single focal point for all communications, projects, and document sharing tools. Therefore we'll continue this list by featuring some of the other DMS solutions worth considering: While there are a number of dedicated office and document platforms we could mention, not least Office 365, LibreOffice, and Adobe Document Cloud, these are more focused on creating documents and managing those, rather than managing and storing documents from multiple sources and formats. ![]() ![]() Why you can trust TechRadar We spend hours testing every product or service we review, so you can be sure you’re buying the best. These days it will also cater for online document e-signing software. Good document management software also has to be able to work with different digital file types, not just from office software, images and designs, and anything else you could imagine previously being printed on paper, including from legacy file formats. And that's on top of general document editing and management tasks. ![]() However, a Document Management Software (DMS) platform isn't simply about archiving information securely online, as much as making the whole process of document management easier, covering everything from branded templates, improving workflows, working with collaboration tools, as well as being able to sort through sometimes technical information. This is where cloud storage really comes into its own, as many service providers can also accommodate document sharing and syncing for organizations. This means that routine office documents cannot be simply filed in an office, and instead need to be archived online. This is becoming increasingly important as the concept of a paperless office is actually turning into an everyday reality, especially with the growth in remote working. The best document management software of 2023 in full:
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