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15 Best Document Management Systems of 2022

What is the best document management software?
The best document management software is PandaDoc, a robust platform that helps you create and share documents online. It streamlines internal processes and accelerates the sales cycle with its rich collaboration and document management tools.

Have you ever wondered how many paper-based documents your organization produces every day? You probably don’t. It is estimated, however, that over 4 trillion paper documents are produced in the United States alone and growing at an alarming rate of 22% per year. This is even with the prevalent use of electronic or digital document management software.

For Mother Nature, those are millions of future wastes. For businesses, those are billions of dollars spent on time and money. It is a wonder why many companies are not going digital as fast as they can. The COVID-19 pandemic, however, has accelerated the rate of adopting digital tools. But, not all digital tools are created equal.

In this article, we’ll focus on the 15 best document management systems that you can choose from. Whatever solution you go for, consider how it performs in terms of central file storage, scalability, accessibility, time and cost efficiency, and other core functionalities. In no time, you’ll be able to pick one that best suits your needs.

leading document management solutions

The worldwide market value for document management software was $4.89 billion in 2019. Come 2025, the value is projected to reach $10.17 billion by a 2020 study. This is a 107.98% growth in the span of a half-decade. This is a testament to the growing demand for going digital.

There are many reasons for this shift. One obvious thing is the COVID-19 pandemic and the increase of remote work setups. However, this is just a slight anomaly fueling the overall trend.

Researchers have found that companies spend $20 to file a document, $120 to find a misfiled document and $220 to reproduce a lost document. Moreover, professionals spend 5 to 15% of their time reading information and up to 50% of their time finding them. Further on, 1 out of 10 paper documents can’t be retrieved as quickly or at all, or 7.5% of them get lost. This is just too inefficient for the demands of the dynamic business landscape of today.

what the numbers say about paper-based filing

Survival entails more agile processes. And, going digital is the only means. A central vault to keep company information is vital. And this starts with a good document management software solution.

With this installed, companies can have a secure online repository of your documents where users can easily search, retrieve, and share files. These applications modernize file organization and document sharing, translating workflows into efficiency, productivity, and savings.

Here, you’ll get to know below the 15 best document management systems that can help you go digital, automated, and paperless. We will walk you through each software’s key features and help you pick the right one that fits your business.

1. PandaDoc

PandaDoc Dashboard

PandaDoc is a leading online document management platform that lets you create, deliver, and share documents online. It allows for legally binding e-signatures and supports various document formats like PDFs, Docs, and other preexisting digital documents for faster paperless transactions and processes. The software works well with quotes, contracts, agreements, and other sales collateral, and is ideal for use by your HR, sales, marketing, finance, legal, and operations departments. For that matter, any business or organization can reap the benefits of document management platform like PandaDoc in terms of document building, sharing, and delivery.

You can use all the features for free for a period of time to see if the software matches your needs. 

PandaDoc

An award given to products our B2B experts find especially valuable for companies

Try out PandaDoc with their free trial

The software is an all-around document management platform that enables you or any concerned individuals to approve and sign documents anywhere at any time with the built-in e-signature function. It comes with a robust but easy-to-use document creator with a drag-and-drop editor, allowing you to quickly come up with all kinds of business documents such as proposals, business plans, contracts, and quotes, among others. Documents can be personalized to carry your brand, and customized with whatever elements such as text and images.

What is unique about PandaDoc?

  1. Granular-level analytics. It lets you track in real-time where your documents are, at what stage they are in (drafted, sent, received, opened, completed), what happens to your document when you send or email it, and how much time your recipient spent on each section and page of your document.
  2. Collaborative solution. In-proposal activity logging and commenting lets you or your teams work out deals and agreements with your customers, reducing your close time and accelerating workflows and processes.
  3. Reflect your brand all the time. Templates and content from the built-in library can be customized to reflect your corporate brand like name and logo, and editable to include graphics, texts, and other elements.
  4. Integrated platform. Almost two dozen tools and features converge in one unified package. Add to that its extensive integration capabilities, and you have an all-in-one document management platform in PandaDoc.

Detailed PandaDoc Review

2. Juro

Juro pricing

Juro is an all-in-one contract automation software created for medium-sized and large businesses. It snagged a spot on our list because of its document management capabilities which include version control and completion tracing, among others. It can also securely store contracts in one hub and allow you to retrieve the information you need through its intuitive text search option.

Aside from the platform’s basic document management tools, it also comes with metadata, tagging, and OCR capabilities. With these, it is easier to create a data-rich repository for your business. Plus, Juro supports a collaborative interface so editing documents with teammates is a breeze.

A web-based platform, Juro provides more than the benefits of document management software as well. It is known for its comprehensive contract lifecycle automation options as well as its array of contract templates. Moreover, the platform can also handle custom approval processes. Last but not least, it integrates with a handful of other third-party applications such as Slack, Google Drive, Salesforce, and Zapier.

Juro Contract Automation

Juro Contract Automation

Try out Juro Contract Automation with their free trial

What is unique about Juro?

  1. Collaborative editing. The application allows users to edit contracts within the platform and even simultaneously comment and edit the document. What is more, you can share these drafts with stakeholders so that all negotiations are recorded within the platform.
  2. Simple data retrieval. It comes with a global search option that lets you find documents easily. Moreover, it has a text search tool that lets you locate documents based on specific information found within the document.
  3. Easy document approvals. As a contract management tool, Juro supports automated document approval workflows that are completely customizable. This way you can ensure that drafts are being reviewed by the right people and sent to the right stakeholders.
  4. Third-party integrations. Juro can integrate with a range of third-party applications so you don’t have to worry about its compatibility with your existing business software ecosystem. This not only makes document import/export easy but also allows you to extend the functions of the platform.

Detailed Juro Contract Automation Review

3. Filemail

filemail dashboard

Filemail is a user-friendly platform that lets users quickly send large documents and files, up to 5 GB, free of charge. The platform is available as a web-based system or as a desktop app. The Filemail’s Windows and Mac desktop apps are equipped with a proprietary transfer acceleration protocol, ensuring improved file transfer rates.

Filemail’s desktop app also offers the unique feature of automatic downloads for files. Users can configure Filemail settings so the platform automatically downloads received files. In turn, this cuts down the time users spend waiting for these downloads to finish. This comes in handy for businesses and companies that regularly receive large files.

Like many of the best file sharing services, Filemail offers secure file transfers. The platform uses end-to-end data encryption along with virus scanning to ensure protection for file senders and receivers. Filemail is also compliant with various industry standards for data security, including HIPAA, GDPR, ISO27001, and SOX.

Filemail

Filemail

Try out Filemail with their free trial

What is unique about Filemail?

  1. Free transfers of files up to 5 GB. Through Filemail, users can send large files of up to 5 GB, whether through email or as a link. Users will also be able to track sent and received files to see if these have been downloaded.
  2. Automatically download received files. Filemail’s desktop app can automatically download the files users receive. Users can also specify where the files are downloaded to keep their files organized.
  3. UDP Transfer Acceleration. The Filemail desktop app also uses a UDP transfer acceleration protocol, which enables fast transfer speeds even for large files. This acceleration protocol is available for both Filemail’s Windows and Mac desktop apps.
  4. Secure, standards-compliant file transfers. The application offers various security features for files, including end-to-end data encryption and password protection. The platform is also compliant with industry standards such as GDPR and HIPAA.

Detailed Filemail Review

4. PaperSave

Papersave dashboard

PaperSave is a cloud-based document management system trusted by small and medium-sized businesses. It leverages smart document capture and Optical Character Recognition (OCR) features to quickly digitize and store documents. The platform can help you create a completely electronic workflow using data validation, smart forms, and configurable approval rules. Moreover, it keeps all of your files in a centralized database that you and authorized employees can easily access. It even comes with a dynamic search engine that quickly scans through document contents for easier data retrieval.

For teams that are always on the go, PaperSave is also equipped with native mobile apps for both iOS and Android devices. As such, it is easy to oversee all document management efforts even when you’re out and about. Another nifty thing about this platform is that it is built to integrate with different software for ERP and CRM such as Blackbaud and Intacct. It can also connect with Microsoft applications for easier data import/export.

PaperSave

PaperSave

Try out PaperSave with their free trial

What is unique about PaperSave?

  1. Fast document retrieval. PaperSave is equipped with dynamic search capabilities that allow users to perform full-text searches and structured searches. With this, you can scan through entire documents and find the file or information that you require in a matter of seconds.
  2. Simplfied document capture. The platform allows users to capture documents from a desktop scanner, an email, a fax machine, smart forms, or through an MS Office application. From there, users have the option to scan documents individually or in bulk, store scanned documents in the PaperSave’s centralized database, or even send them to your official records system directly. This way, you can accelerate the process of archiving your files.
  3. Completely paperless workflows. As PaperSave stores everything on the cloud, users can have a completely paperless document management workflow. It supports configurable approval processes so you can have control over what goes in your database and who can access them. What is more, PaperSave has top-notch encryption and security protocols so you don’t have to worry about any security breaches.
  4. Mobile document management made easy. Last but not least, PaperSave has native iOS and Android mobile applications. With this, you can access your document database, review and approve files, as well as retrieve information from your phone.

Detailed PaperSave Review

5. ContractWorks

ContractWorks is a customizable software that can help businesses take better control of their contract management processes. By streamlining these workflows, the platform helps reduce the impact of mismanaged contracts on businesses.

One of the most important features of ContractWorks is that it serves as a secure, centralized repository for contracts. With all contracts in one location, users can easily get visibility into contract details and ensure that no documents fall through the cracks. Drag-and-drop functions and custom tags also allow users to organize contracts in the most efficient manner.

Along with common features of contract lifecycle management software, ContractWorks = provides access to a wide variety of reports. Users can generate tailored reports based on metrics such as contract value or contract type. Reports can also be scheduled for easier sharing with stakeholders.

ContractWorks

ContractWorks

Try out ContractWorks with their free trial

What is unique about ContractWorks?

  1. Centralized, customizable contract repository. The platform serves as a centralized contract repository with powerful features for security and customization. Users can drag and drop files and folders according to their needs and use tags to organize contracts as well.
  2. Easy contract review. ContractWorks also comes with OCR and advanced search features to make it easier for users to search for the contracts they need. Advanced OCR features can also automatically create a linear outline of each contract.
  3. Built-in electronic signature features. With the software, users can easily prepare documents for signing. Users can also modify access levels to grant signature access at individual and department levels.
  4. Convenient contract tracking. The platform lets users set customized alerts for specific milestones or dates, so they get enough time to make contract changes. The software can also scan contracts and add important tags such as renewal date.

Detailed ContractWorks Review

6. Qoppa PDF Studio

qoppa pdf dashboard

Qoppa PDF Studio is an application designed with various advanced features for creating, editing, and reviewing PDFs. An important feature of the application is that it’s cross-platform, so it works perfectly whether you use it on Windows, MacOS, and Linux. An intuitive interface also provides users with multiple views, such as grid view and touch mode.

Some of the most useful tools included in Qoppa PDF Studio are a redaction tool and a PDF Optimizer. The optimizer tool lets users reduce the size of PDF files for easier sharing. The application also includes side-by-side and overlay comparison capabilities for reviewing multiple PDF files.

You can also use Qoppa PDF Studio to provide preflight and compliance verification for PDF documents. The application can verify PDF compliance with archival standards such as PDF/A, PDF/A-2b, and PDF/A-3b.

Qoppa PDF Studio

Qoppa PDF Studio

Try out Qoppa PDF Studio with their free trial

What’s unique about Qoppa PDF Studio?

  1. Comprehensive tools for PDF review. Through the application, users can easily add hyperlinks, text, and shapes to PDF documents. PDF text can also be easily redacted for security purposes, if needed.
  2. PDF review capabilities. The application helps users do a side-by-side or overlay comparison of multiple PDFs for faster, easier review. Users can also insert recorded audio into PDFs during the review process.
  3. Powerful PDF security features. Users can secure PDF documents through encryption and password protection. User permissions can also be set for PDF files to control access.
  4. Preflight and compliance verification for PDF files. The application can scan PDF documents to verify if they’re compliant with archival standards such as PDF/A, PDF/A-2b, and PDF/A-3b. The application can convert compliant PDFs into ISO PDF archival formats.

Detailed Qoppa PDF Studio Review

7. OnTask

OnTask dashboard

OnTask may be a forms automation software at its core but it also comes with a powerful document management module that digitizes the entire document routing and approval processes. Built for small to medium-sized businesses, the platform offers an extensive library of custom templates, supports over 60 file types, and has the capability to scan PDFs and digitize them using find-and-replace fields. It even supports real-time collaborative editing so that redlining and negotiating document revisions are done directly on the platform. With this, businesses can create and manage contracts, proposals, offer templates, and other types of documents quickly and conveniently.

Aside from the abovementioned, OnTask is also equipped with workflow automation and customization wherein users can roll out if/then conditional branching, approval rules, and more. Plus, as a forms automation tool, OnTask can be used to generate dynamic, mobile-responsive forms and even handle data collection. To top it all off, OnTask is SOC2 and HIPAA compliant, so you can ensure that your confidential files are kept safe at all times. All digital signatures made on the program are also certified and trackable for your convenience.

Should you be interested in this platform, the vendor offers three subscription plans starting at $25/month. They also have a custom plan for those larger companies with more specific operational needs.

OnTask

OnTask

Try out OnTask with their free trial

What is unique about OnTask?

  1. Real-time document collaboration. OnTask has a unique document collaboration tool that allows both internal and external stakeholders to work on a file in real-time. This allows them to redline documents and negotiate their contents in real-time. All updates are also recorded on the dashboard so everyone is kept in the loop.
  2. Automated workflows. The system has powerful workflow automation and customization options that include if/then conditional branching, approval rules, and signature auditing. It also has version control so that backtracking is easier. OnTask also allows users to set notifications for different steps of the workflow for improved progress tracking.
  3. Digital signature capture. Other than allowing you to create documents and manage the revision and approval process digitally, OnTask enables you to finish contract negotiations online. It comes with a digital signature capture tool so that you or your client no longer need to print out the document before signing.
  4. Secure document storage. Last but not least, OnTask recognizes international security standards to protect any sensitive information and data that you store on the platform. It is built to comply with HIPAA, SOC2, and FERPA. Moreover, all esignatures collected on the platform are considered legally binding under the ESIGN act

Detailed OnTask Review

8. Vitrium Security

Vitrium Security Dashboard

Vitrium Security is a document management software designed to help users protect digital content, including documents and images. Content security is crucial for creators and publishers, as it helps prevent the illegal distribution of assets. By securing their assets, users can protect their income streams as well.

The software can apply military-grade encryption to a wide variety of file formats, including DOC, PDF, XLS, MP4, AVI, JPG, and PNG. For added security, the platform allows users to control content access through user permissions. Password protection is also available for files on the system.

You can also fine-tune how digital content is accessed on Vitrium Security. Users will be able to control how content is copied or printed and prevent annotation such as highlights. Depending on the plan you choose, you can also set opening and printing limits for files on the platform. All these features ensure that digital assets are kept safe from illegal or unauthorized distribution.

Vitrium Security

Vitrium Security

Try out Vitrium Security with their free trial

What is unique about Vitrium Security?

  1. Improved content protection. The software prevents unauthorized access to digital content through features such as 256-bit encryption and password protection. These security features can be applied to a wide variety of files, including documents, videos, and images.
  2. Set user permissions. With Vitrium Security, you can easily add or delete users and organize them into groups. You can also set permissions at the user level to control how each user accesses digital content.
  3. Advanced controls for content access. The platforms provide users with finer controls on how content is accessed. You can set opening and viewing limits and even control access by browser or IP address.
  4. Accurate reports and analytics. The platform also provides valuable insights into how users access content. The platform tracks important user activities such as read-through rates, views, and page views.

Detailed Vitrium Security Review

9. ContractZen

ContractZen-dashboard

ContractZen comes with a comprehensive set of features to help businesses manage contracts and other documents. The platform comes with governance tools for workflows involving entity management, board meeting management, and integrated eSignature services.

An important feature of the software is that it offers metadata-driven data room services (VDR). Through these services, users can create virtual rooms where they can store confidential documents such as contracts. Once documents are added, users can then securely share these with clients and change access permissions as needed. All these features ensure that only the right people view stored files.

ContractZen also provides various capabilities for efficiently managing contracts. With the software, users can store contracts and retrieve these documents within seconds. The software also uses metadata to create dynamic views of stored documents. Plus, automated reminders help users keep track of important dates.

ContractZen

ContractZen

Try out ContractZen with their free trial

What is unique about ContractZen?

  1. Efficient, AI-powered contract management. The platform makes it easier for users to share and manage contracts through virtual data rooms. Visual tagging and metadata searching also ensure that users can always find the contract they need.
  2. eSignatures integration. The software can be easily integrated with eSignature services, so users can easily send documents for signing. Through ContractZen, documents such as contracts and meeting minutes can be signed more quickly.
  3. Virtual data room services. The software lets users set up virtual data rooms where they can securely share sensitive documents such as contracts. Audit log and reporting capabilities also provide visibility into who’s viewing shared documents.
  4. Advanced AI and OCR technologies. ContractZen comes with advanced AI-powered OCR technology to help users perform full-text searches of documents. The technology ensures faster, more efficient file searching for users.

Detailed ContractZen Review

10. Encyro

Encyro

Encyro is designed to help improve the efficiency of various document workflows, including file sharing and eSignature collection. Using Encyro, users can send email attachments without worrying about the security of client data. The system also secures client data according to industry standards such as HIPAA, GDPR, PCI-DSS, and SOX.

Encyro protects files with 16 layers of security plus automated encryption technology. With these security features, users can rest assured that they can safely send and receive messages and files via email. You’ll also have the option to set up an upload page where clients and other users can upload messages and files without the need for usernames and passwords.

To further boost security, Encyro provides audit trail and activity logging features. These features allow users to review account activity and spot suspicious file access, including logins and downloads. Through delivery tracking, users can also ensure that the intended recipients get and download the messages and files sent.

Encyro

Encyro

Try out Encyro with their free trial

What is unique about Encyro?

  1. Ample security features. Encyro uses 16 layers of security plus automated encryption technology to ensure that users can securely send and receive data. Audit trails and activity logging also help users keep closer track of files and accounts.
  2. Easy eSignature requests. With the software, users can request for eSignatures more easily, thanks to features such as tamper verification and access control. Clients will also be able to finger-draw their signatures on documents even without using touchscreen devices.
  3. Convenient mobile access. Encyro users can access their accounts through Internet-enabled mobile devices. On mobiles, users will also be able to take photos of documents to scan and share these.
  4. Automatically organize files. Encyro automatically sorts files into folders by contact. This makes it easier for users to keep track of the files they send and receive.

Detailed Encyro Review

11. Signaturely

Signaturely dashboard

Signaturely is an electronic signature platform that enables the easier management of business documents such as contracts, agreements, and release forms. Through the platform, users can collect legally binding, compliant signatures as well as data like initials and dates.

Signaturely comes with various features to make it easier for teams to collaborate on documents. The system always saves the latest version of files to ensure that only the right documents are sent for signing. The platform also has a drag-and-drop interface and comes with over 40 built-in templates so users can quickly create documents.

As an eSignature software, Signaturely also helps users create documents that are easy to sign. Signaturely guides signees through fields that need to be filled out to ensure that complete information is provided. Automated follow-up features help ensure that documents are signed on time. Documents can also be accessed through mobile phones, helping users save time and effort on document management.

Detailed Signaturely Review

What is unique about Signaturely?

  1. Built-in document templates. Signaturely comes with a wide variety of templates for documents such as contracts, agreements, proposals, and release forms, helping users create documents in minutes.
  2. Centralized document management. Through Signaturely, documents are stored on one platform for easier tracking and collaboration.
  3. More efficient collection of information. The software guides signers through fields that need to be filled out and allows document access through mobile phones.
  4. Legal compliance. Any data collected through Signaturely is considered legally binding and compliant with laws such as the ESIGN Act and the eIDAS regulation.

12. PDFelement Pro

pdfelement dashboard

PDFelement Pro is a fast, smart, and affordable PDF editor that boasts ease-of-use and full control over your PDF content, as well as customization and modification options. It comes with intelligent technology, letting you perform all desired modifications without affecting the formatting or style of your documents. The app offers an intuitive interface and simple navigation based on fully-optimized UX designs. Although it is stacked up against the established and pioneering Adobe Acrobat, PDFelement is positioned as a viable alternative and has grown to become the DMS platform of many Fortune 500 companies.

Similarly, small and medium companies can take advantage of the software’s capabilities to further redefine their workflows. It lets you annotate PDFs quickly, create and convert PDFs from/to other file formats, fill forms and sign contracts easily, and use OCR to transform scanned PDFs into editable text. Its text editor supports intelligent paragraph recognition, which matches different fonts and styles and allows easy data export in any desired format. PDFelement is an on-premise software for Windows and Mac machines and is priced on a per computer install basis.

Detailed Wondershare PDFelement Pro Review

What is unique about PDFelement?

  1. Enterprise-grade protection. PDFelement goes beyond standard protection by offering 256-bit AES password encryption to protect PDF files and allowing you to redact text, create and manage digital signatures, and assign permissions for team members.
  2. Robust editing and Optical Character Recognition (OCR). You can edit scanned files using the system’s optical character recognition feature, which makes documents searchable and selectable in more than 20 languages.
  3. Convert hundreds of file formats. The software is able to convert over 300 file formats into professionally-looking PDFs and even allows you to merge whole files and reorganize pages regardless of the original setting.
  4. Extract and convert PDF documents. It brings extensive converting capabilities – all of your files can easily become HTML, images, Microsoft docs, and so on. You can person batch conversion or split files into several smaller docs with different formats and then extract them to a convenient location.

13. Zoho Forms

Zoho Forms dashboard

Zoho Forms is an online form builder perfect for all business sizes. It helps you create and manage online forms by using a variety of field types and customizable themes. You can start from scratch or choose from the many templates available. The form creator tools, which include an automated calculation field, are also handy in personalizing payment forms. Plus, you can connect your forms to secure payment solutions like Paypal, 2Checkout, and more.

The application also supports multi-page forms. By simply adding a page break, you can add and rearrange pages in your forms as needed. Page rules can also be modified to help your respondents navigate to specific pages based on their answers.

Moreover, you can use email campaigns, QR codes, and links to share your forms on social media, or you can embed the forms on your website.

Detailed Zoho Forms Review

What is unique about Zoho Forms?

  1. Publish forms anywhere. Zoho Forms allows you to publish your forms on any platform, be it on your social media or your website. With the mobile version of the software, your respondents can fill up forms even when they are offline.
  2. Smart analytics. A built-in analytics tool helps you gain deeper insights from form statistics, custom reports, and traffic sources.
  3. Personalize your emails. You can create and send personalized emails to your respondents, attach a PDF copy of the form response, or give them a link that lets them edit or update their forms.
  4. Distribute workload. Zoho Forms automates your workflows and turns submissions into tasks that are automatically assigned to the right team member.

14. Igloo

igloo dashboardIgloo is a fully-featured collaboration software with powerful document management functionalities. With this at your disposal, you can organize content, documents, and members into various digital workplaces. As such, you can use it for various aspects of operations such as onboarding new employees, exchange information between departments, and increase employee engagement.

This cloud-based platform comes with a built-in file manager that lets you upload documents and other data. You can bulk upload if you need to process a large number of files. It also makes it easier to move files and folders through its intuitive drag-and-drop interface. Additionally, the system’s multimedia manager simplifies the storage, addition, and embedding of images, audio, and video files. It even includes a rich-media player for inline viewing.

Detailed Igloo Software Review

What is unique about Igloo?

  1. Fully-featured collaboration platform. Digital workplaces make it easy to connect with employees, whether they are in the office or working remotely. You can organize team rooms, boardrooms, and company directories in one place.
  2. Enhanced communication. You can use the platform to improve internal communication in your company. You can upload an employee handbook as a PDF. Or, create a wiki version of it. You can also develop newsrooms and feedback centers for employee engagement.
  3. Knowledge management. Information is a modern currency that companies should develop and nurture. You can easily launch digital workplaces such as brand knowledge base, customer knowledge base, and governance center.
  4. Integration with third-party apps. If you are already using other document management solutions, you can centralize them in one hub. You can easily integrate services such as Office 365, G Suite, Salesforce, Microsoft Teams, Zendesk, and much more.

15. PinPoint

Pinpoint DashboardPinPoint is an innovative solution designed to help businesses, large and small, efficiently manage and organize documents in a single system. Boasting a wide range of powerful features, the platform enables users to securely store documents, set up workflows, and communicate from one centralized hub. Primarily, the system caters to the needs of multiple industries including banking, legal, healthcare, education, municipality, manufacturing, retail, clinical, credit union, property management, and automotive.

PinPoint key value propositions are centralization of organization documents, compliance and document security, and file retrieval. When it comes to document management, the solution allows you to create electronic folders, cabinets, subdividers, and document types to suit your organization’s needs. In doing so, it ensures that no document is lost or misfiled. Ultimately, it saves you the cost of replacing lost documents and time spent finding the misfiled document.

What’s more, PinPoint features a powerful OCR engine and Content Search Manager that facilitate easy and fast lookup of documents. Document search can be done using keywords or full-text searches.

What is unique about PinPoint?

  1. A comprehensive set of features. PinPoint offers all the core features you would want from a document management system. Besides streamlining document management, the platform provides tools to automate workflows and improve team collaboration. 
  2. Compliance. Additionally, PinPoint enables businesses to comply with different regulations and standards like HIPAA, OSHA, FACTA, SOX, DOD, SEC, and more. 
  3. Document security. Besides accommodating multiple levels of security, the solution helps administrators to give specific users access to the document library. Even better, the admin can define what aspects of the library a user can access based on their roles. 
  4. Reasonable pricing. The pricing is based on the number of users, which makes PinPoint a great solution for businesses of different sizes. Even more, there is no restriction on the number of features you can access even on the basic pricing plan.
  5. Flexibility. When it comes to deployment, PinPoint can be implemented as a cloud or self-hosted solution. This enables you to create a document management workspace that is as flexible as you require.

Detailed PinPoint Review

Find a Complete Document Management Solution

To sum up, there’s a wide variety of document management systems that you can choose from. There are many kinds with different features deployed in a variety of interface types. However, you shouldn’t worry about not finding a good option for your operations.

You can start with our first pick: PandaDoc. This platform offers a comprehensive list of tools housed in an easy-to-use interface. It is also very scalable and cost-effective.

If you’d like to learn more about it, you can sign up for PandaDoc free trial. In case you find that this is not a match for you, you can always take a look at the other products we’ve listed.

In case your needs are specific to file sharing, you can also check out our list of the top file sharing solutions.

Going digital will not only help you save expenditures and time, but it will also help you become a greener company worth emulating. Having digital workspaces is not only an asset when it comes to being more efficient. It is also an asset as it boosts your brand’s reputation in an increasingly environmentally-conscious market environment.

Stephanie Seymour

By Stephanie Seymour

Stephanie Seymour is a senior business analyst and one of the crucial members of the FinancesOnline research team. She is a leading expert in the field of business intelligence and data science. She specializes in visual data discovery, cloud-based BI solutions, and big data analytics. She’s fascinated by how companies dealing with big data are increasingly embracing cloud business intelligence. In her software reviews, she always focuses on the aspects that let users share analytics and enhance findings with context.

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