Alternatives to i-doc
Compare i-doc alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to i-doc in 2026. Compare features, ratings, user reviews, pricing, and more from i-doc competitors and alternatives in order to make an informed decision for your business.
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1
Moxo
Moxo
Moxo’s service orchestration platform transforms complex B2B relationships into seamless experiences. Business processes often fragment across departments, clients, vendors, and partners, creating inefficiency and risks. Our platform streamlines these workflows—turning disjointed experiences into smooth, efficient operations that reduce costs and enhance client satisfaction. Moxo accelerates critical processes including client onboarding, document collection, and exception handling. The results: faster completion times, reduced compliance risks, and superior client experiences. Leading institutions across financial services, consulting, legal, healthcare, and real estate—including Citibank and BNP Paribas —trust Moxo to orchestrate their mission-critical business relationships. -
2
Docuvity
Docuvity India Services
Docuvity is collaborative document management system that will make the individual work more quickly, efficiently and accurately across distance on individual projects, as well as maintain the vital knowledge along the way to streamline similar projects in the future.Docuvity is an easy to use and intuitive collaborative document management system, which control on information quickly to create, modify and assign tasks with version control of business content of each task makes employees more productive and accountable for execution of projects. Docuvity keeps individual accountability by tracking and auditing individual’s turnaround time and quality of business critical documents. Docuvity is a web based document management system which builds a digital repository of business information assets to assist knowledge creation and improves business decision making. Docuvity manages the creation, storage, version, approval and consumption of documents more efficiently and effectively. -
3
ASC Documents
ASC Networks
ASC Documents is a comprehensive online document management repository to track and store electronic documents, document images and associated meta data. The tab-based views, document grouping and parent-child hierarchy allows users to effectively manage, search and retrieve documentation and related information. The database search and export capabilities make locating and analyzing agreements, documents and related business intelligence data an easy task. While the document tracking software can indicate when a document or associated data was last updated, what changes were made and other valuable information. Detailed metrics capability ensures rich, portable business intelligence.Starting Price: $25 per user per month -
4
iDoc
HTC Global Services
As you seek seamless, connected, and readily accessible content to make a difference in the lives of the patients you serve and the clinical staff you employ, the sheer numbers of people, data, and documents could hamper your efforts. You need transformative content management solutions, built by experts and for your industry. iDoc™ is exactly that. A portfolio of advanced digital healthcare content management solutions, the iDoc™ product line manages and archives health information with flexibility and quick deployment to simplify processes and provide cost-effective options for healthcare organizations. With robust features and functionalities, you can automate, integrate, secure, and, simplify content workflows, and make your content available on any device, anytime, anywhere.What you do in the process is empower your staff and physicians to deliver exceptional care and a differentiated experience to patients. -
5
SOFTOLOGY Document Management
Softology
Designed to integrate seamlessly with your existing systems and legacy software, such as Sage, Sun Accounts, Qube, Yardi, MS Office, Lotus Notes, CRM, Property Management and Accounting software, Softology's Document Management can be installed with a minimum of fuss, and help you get more from the investments you've already made. We have developed the software in consideration of the current British Standard document BSI BIP0008 that relates to 'Legal Admissibility and Evidential Weight of Information Stored Electronically'. Consequently, Softology's Document Management can be deployed where documents are the sole legal version. All of these things add up to a fast ROI for any company where documents and the information they hold are important. Softology's Document Management is a truly enterprise-wide solution that can be used in different ways by different departments. Its modular architecture means you only pay for the functionality you need.Starting Price: $7500 one-time payment -
6
SpinOffice CRM
Mulberry Garden
With SpinOffice, you create a central spot for your mail, business contacts, appointments, tasks, projects, folders, documents, files and notes. Best of all, you share all information in the database with your colleagues, which makes SpinOffice the ultimate team application for any small to medium sized business. Customer management A central database for your business relations, email management, appointments, tasks, notes and conversation reports, projects, files, documents and files. Communication Use templates (mail & documents) for optimal communication, segment relationships (contacts types & tags) and build your own personalized CRM database. Collaboration Save time and increase productivity within your organization by sharing information and collaborating as a team. Discover how your business can grow with SpinOffice CRM! Sign up and get started with the free version. Upgrade to Pro for € 27,50 per month per user to get unlimited data storage and more features.Starting Price: $27.50/month/user -
7
Secure ECM
Radam Technologies
Set-up content site for organization, business unit, department, project or team to work together securely. Site allows you to add or invite members within organization or external users – such as business partners, external contractors, vendors or customers – to collaborate effectively. Automating the process of content routing enables organizations to work seamlessly to get jobs done on time. Take advantage of workflows to automate and gain more visibility into common business activities such as document review and approval, issue tracking, and signature collection. Always get the latest document and prevent document being overwritten. Whenever a document is updated version manager automatically maintains a history of all the changes with version number, comments, when and by whom the changes were made. This enables you to download any old version from the history or even revert any version to be the latest one.Starting Price: $100 per month -
8
QuickSilver
BroadVision
As you create the documents in QuickSilver, you need to engage multiple people in the process. During and after the creation of the documents, you need to be able to track, share, store and update the documents. For this, you need a collaboration platform that makes your employees and processes much more efficient. Waste less time looking for the information you need because of the single source of truth holding all related information in one place, which also allows for easy knowledge capture and transfer. Waste less time following up with others to make sure they have not only read what you have sent them but also have the most recent version of a document because of the accountability, versioning, and workflow capabilities. Gain insight from one another through horizontal knowledge sharing, in addition to the traditional top-down and bottom-up methods of communication. -
9
Accruent Meridian
Accruent
Keep all your documents and drawings in one place with our top-performing enterprise document management software. Meridian provides a single source of truth, configurable workflows to streamline collaboration with all internal departments and ensures every document change is versioned and audited to demonstrate regulatory compliance. Engineering document management is the process of effectively searching for, finding and managing the complex engineering documents – including CAD files, drawings, designs, technical documents and communication documents, that exist in AEC organizations (Architecture, Engineering & Construction). Effective engineering document management can often be difficult for businesses in these industries. Meridian’s document management system for engineering projects can resolve these concerns. Meridian can centralize an organization’s relevant documents and drawings while automating key processes. -
10
Nintex DocGen
Nintex
Don’t let the manual creation of critical documents like contracts, work orders, and invoices slow down your business. Equip teams with Nintex DocGen® to instantly build and share documents with just a few clicks from directly within Salesforce or Office 365. No more cutting and pasting, no more errors. Deliver precise and compliant documents the first time, every time. Unleash the power of your data wherever it resides to enhance efficiency and eliminate human errors. Improve compliance with pre-approved templates and language to create any combination of Word, Excel, PowerPoint, and PDF documents. Automate document routing to streamline reviews, simplify signing processes, and securely store documents. Getting started is a breeze. Nintex DocGen makes it easy to associate data from any source with document templates. Simply configure and tag the fields to be updated to insert dynamic data such details about the customer, product details, pricing information, and more. -
11
Qualis DMS
Agaram
Qualis document management system ensures secure documentation with controlled distribution to end-users. It provides workflow-based document approval with revision control. End users have the latest approved version of any document reducing the risk of obsolete documentation. The activity workflow can be configured with Roles as per needs. Multiple workflows can be configured to associate with the respective document type. Reduce paper and storage space, secured storage and recovery. Distribution of approved documentation, reduced risk of obsolete copies. Improved regulatory compliance, controlled access with ease of search. All metadata is stored in a central database. Database agnostic (supports MS SQL, Oracle, Postgre SQL). Overall organization-level document management and controlled distribution solution. Qualis DMS is a single platform for integrated document management and control. -
12
docEdge DMS
Pericent
Managing business information and documents from several sources becomes challenging, time-consuming, and dearer in cost. A fully-featured and power-packed document management system, developed and implemented by Pericent BPM & DMS Software Private Limited, can easily wipe out all the hustle that you face managing your business documents daily. docEdge DMS paperless document management system enables you to experience the effortless handling of all the business documents and information. We developed this program with several special features that allow it to stand among the topmost brands and most opted ones. Our expert team ensures easy and secure functionality of the program so that our end-user could derive ultimate satisfaction using it. docEdge DMS Basic is a complete Document Management System that provides great document management features. It is easy to use, powerful and cost-effective document management software. -
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Bizmanualz OnPolicy
Bizmanualz
The Document Tree is organized by department and category. View all documents or click on a department or category to narrow your view. The Document List shows all documents or only the documents associated with the department or category selected. Document Name and Description – Documents can be searched based on words in the description. Document Information shows the system-generated version number and the latest release date. The Workflow buttons control the movement of the document through the approval process – Submit Draft, Accept Review, Approve Revision and Release Revision. Released Documents – Reports all released documents or released documents for individual departments. Document Workflow – Reports on the status of documents in the approval process. Easy-to-edit policy and procedure Word document templates. Standard work instructions are available for instant download. Start using SOPs now! -
14
EDi
CEGsoft
The document management system that lets you focus on the work that matters by organizing your documents the right way the first time. Access documents on the go with EDi Web Lite, an online version of EDi where you can access and download documents. Store all your digital files in cabinets by department and define folder structures so that you never lose a document again. No longer wonder if your team is working on the latest version of a document. EDi makes collaboration easy and keeps every version created of your documents. Set permissions on cabinets, records, and documents. Know who is accessing information and what actions they have taken. Our powerful search engine helps you find your documents AND your documents' content. EDi lets you either combine various documents into a single PDF document or divide a PDF just by selecting individual pages and clicking one button. -
15
SCHEMA ST4
SCHEMA Group
The SCHEMA Group was established in Nuremberg in 1995 and is a medium-sized software manufacturer with more than 130 employees. The SCHEMA Group produces component content management and content delivery solutions for authoring departments creating product-related content. The SCHEMA ST4 component content management system is one of the most frequently used systems for the modularised creation of documentation, package inserts and marketing documentation. The system covers all areas of creation, versioning, variant control, translation, management and publication of product-related content – from authoring assistance during input to the finished layout for the printed catalog. A documentation portal based on Quanos InfoCube provides a central point of contact on the Internet where all technical documentation is available. Users can quickly and precisely find the right content in the entire information inventory with an easy-to-use search system. -
16
GoFileRoom
Thomson Reuters
It’s time to banish paper files and storage fees. Thomson Reuters GoFileRoom is cloud-based electronic document storage software designed for tax and accounting professionals. GoFileRoom offers an arsenal of features to give your firm 24/7 access to document storage in the cloud. Your staff can quickly associate client documents to workflows while uploading files to the web-based DMS. Streamline your processes and create a truly paperless office. Plus, integrate GoFileRoom with other products to save even more time and money. Use highlighted text from any application to query documents and workflows or locate documents via keywords or saved searches. You access GoFileRoom online, so you're always using the latest software version. Reduce costs by eliminating paper files, storage fees, postage, and manual administrative tasks. Establish flexible document retention policies that meet business requirements but include exceptions when necessary. -
17
AXIAR
LBM Systems
AXIAR is a suite of software programs that takes output from the text files produced by business applications all the way to indexed images without any user intervention. AXIAR provides vital formatting, connection and management layer between business-critical applications and virtually any output object (printers, fax gateways, email gateways, web destinations, document management systems, and so forth). One of the most difficult tasks in Information Technology today is the management and delivery of business-critical output. For example, in a typical business the accounting process alone generates thousands of sheets of paper and/or digital documents each day; documents such as purchase orders, invoices, and shipping papers, are created and need to be delivered and managed. Similarly, output designed for internal employee use from departments such as Human Resources requires timely and accurate delivery of important information.Starting Price: $2,500 one-time payment -
18
Invu Document Management
Agilico
Managing document storage is often a daunting task. Not only do you need to make sure documents are stored securely, but you also need to enable the right users to access them again quickly. Alongside these challenges, business-critical emails arrive at an ever-increasing rate, resulting in crucial data ending up siloed and uncontrolled in individual user inboxes. Invu Document Management software is a customizable, compliant and fully text searchable repository of information that can store and index almost any type of document. It is the ideal solution to help with the heavy influx of documentation within your organization, helping to reduce your reliance on paper documents. Designed as a scalable solution, Invu Document Management works with your existing Microsoft and business applications as a core part of your business processes. Documents can be imported electronically from Microsoft Office, and emails with attachments and paper documents can be rapidly scanned in. -
19
ThirdBaseCI
ThirdBase
ThirdBase is a process improvement software and services firm established in 2011 to assist organizations to increase business performance. Our Consultants are experienced, practical and dependable process improvement specialists who have a track record in working effectively with client staff to ensure the required results are achieved. We work across industries and have experience across a range of industries and lines of business including Banking and Finance, Insurance, Utilities, Human Relations, Manufacturing, Supply Chain, Information Technology, Consumer Products, Media, Transportation and Storage, Labour Associations, Leasing, Not-For-Profit, and Telecommunications. Clearly documented processes that are easy to access and understand with staff competent in performing them. Staff knowledge leveraged to address issues and improve opportunities and change reliably implemented and managed to continuously improve performance. -
20
ScanNStore
DocuStream
ScanNStore is a full-featured electronic document storage and retrieval system in a small package. It's the perfect solution for increasing productivity by electronically organizing and managing paper files. ScanNStore lets you and your staff quickly scan, index, store and retrieve your claims, attachments, remittance notices, and other documents. You can search by multiple indexes and display claims and all related information on-screen, as if you are looking at the original paper. Where instant access to the right claim information is critical, ScanNStore is the right solution. Contact us to download and try out a fully functional multi-user version of ScanNStore for 30 days. Volume seat licensing and vendor discounts available. Supports a wide variety of TWAIN scanners and production level scanners including HP, Fujitsu, Ricoh, Bell & Howell and Panasonic. Supports single page or multi-page batch scanning, automated document feeder, page size, contrast adjustment, etc. -
21
ARXivar
Able Tech
A Document Management System is a software solution used to centralise, organise and share documents securely. As the complexity of procedures and regulations increases, so does the amount of information to be managed. In order to optimise the management of company information, document management systems (DMS) can be used: software that keeps track of the various versions of the document (and changes made) by managing procedures and document flows (workflow). In order to work easily and efficiently, information must be organised in files or folders to make it easy to find. To maximise performance, information must also be made available within workflows where and when it is needed, automatically. For full digital document management, electronic storage is an essential step. Digital storage ensures the legal value of computerised documents. -
22
SutiDMS
SutiDMS
SutiDMS is an online document management software solution that lets you organize, manage, share, and communicate your business critical information. A robust document management system that can meet the needs of organizations of any size. SutiDMS comes with integrated modules that help you with team collaboration, workflow management, and approvals. No download or installation require – you can work online anywhere, anytime. SutiDMS is online document management software that enables organizations to automate and manage the complete document and file management cycle. Its robust functionality helps companies with managing business documents, version control, process workflows, records, and folders from a centralized location. The online document management software has been integrated with SutiSign eSignature solution to simplify the approval process. SutiDMS also includes team collaboration and file management features to manage files, records, and retention & disposition schedules.Starting Price: $18 per user per month -
23
Tungsten eCopy
Tungsten Automation
As digitization becomes more critical, the document lifecycle can create operational inefficiencies when distributed employees need to securely capture, share and edit documents. Now, your organization can automate internal and external workflows to drive seamless, electronic transactions and eliminate bottlenecks with Tungsten eCopy (formerly Kofax eCopy). Use your phone or any multifunctional device (MFD) to get fast, error-free documents scanned and converted to formats that help your business run smoothly. Employees can quickly upload documents to the destinations they require with the push of a button. Employ an embedded MFD interface with a full-size keyboard and interactive touch screen. -
24
Oxtrys Innovate
Oxtrys
The Oxtrys Innovate Document Management System is a secure, cloud-based software designed to simplify office and employee record management for businesses and industries. It enables efficient handling of sensitive employee information by offering a centralised, well-organised structure for storing all documents in one place. With features like quick retrieval, automatic reminders, and secure access, it ensures accuracy, compliance, and time-saving management of employee files. The system reduces manual workload by automating routine tasks such as document updates and expiry alerts, helping HR departments stay on top of important deadlines. Whether managing a small team or a large organisation, this software enhances productivity, improves data security, and supports seamless access to critical employee information anytime, anywhere. It is an ideal solution for organisations looking to digitise and safeguard their document management process.Starting Price: $15/month -
25
CapturePoint
Ademero
Low to High-Volume Scanning and Automation. As a front-end system CapturePoint can simplify the way you process invoices. In companies with a larger accounts payable department this can be the difference between hiring additional dedicated processing staff, or gaining efficiencies that let you be more productive and reduce overhead. The vast paperwork associated with the health care industry all but necessitates a more efficient, streamlined system for organizing everything from patient records to HIPAA forms or examination notes. Ademero’s Document Scanning Software systems are the go-to solutions for today’s healthcare industry. Besides automatically identifying the types of documents within the mountains of paperwork in the legal document realm that also demand the identification of matter numbers and filing to the appropriate case structure, CapturePoint can also take care of employment applications, health insurance claims, tax forms, and a whole host of internal documents.Starting Price: $35 per month -
26
Signaturit
Signaturit Solutions
Make it easier for your employees to sign employment contracts or documents, at any time or place, safely and legally. They will save time by avoiding travel or print paper, and you will save time managing the signature and onboarding process. Use electronic signatures, with biometrics or digital certificates, and certified emails to streamline the personnel selection and employment and termination processes. You will also have digitized versions of employee labour files, accessible at all times. Greater legal coverage if there are disagreements, and reducing the risk of people outside the department accessing private data. Remember that digitized information is more secure than documents that are archived on paper. Write the name and email of the recipient, attach the documents you need to send with acknowledgement of receipt, and click send. From our platform, you will be able to follow the process in real time, and you will know immediately when the recipient receives the documents. -
27
i-talamo
i-talamo
i-talamo puts an end to working in different document versions, discussions through chaotic e-mail exchanges and unstructured collaboration with shared network drives. i-talamo stands for successful cooperation with structure and achieving goals with your team. You do not need an expensive consultant, implementation or training to work with i-talamo. You can get started right away! There are handy templates for frequently occurring processes; available, provided with the correct structure, tasks and workflow. View the manual to get started right away. All information is safely online in the Dutch cloud and is accessible 24/7 from any device. This way you make collaboration simple and efficient and you reduce the chance of mistakes. The name i-talamo is derived from 'thalamus', the part of the brain that coordinates important information flows. The word itself means 'bedroom' in Greek. -
28
ENSUR
DocXellent
ENSUR is a document control and specification management software application that automates the management of documents and their workflows, helping you streamline your business processes and improve quality practices across your organization. ENSUR provides a secure repository for storing and organizing your critical business documents with tools for collaboration, version control, corrective and preventative action, training, incidents, reporting and much more. ENSUR is available in both a validated and non-validated solution and helps you meet and exceed your various regulatory compliance requirements, including FDA, ISO, GxP, OSHA and SQF. Installed on-premises behind your firewall or in our highly secure, GxP compliant, DocXellent Managed Cloud, ENSUR is adaptable to your unique requirements and scalable to grow with your organization. -
29
AssureSign
Nintex
AssureSign is a pioneer of the electronic signature evolution from a corporate luxury into a fundamental business need. Branding is critical to your customers and the growth of a company. Customize your web portal your way. From your logo, to branded colors, creating a unique experience. Have multiple users, departments, or functions that need access to send documents out for signature? No problem! With AssureSign, you can have unlimited users, and can create sub accounts underneath your corporate account. Looking to get documents signed from your customers in seconds not days? Send your documents out for signature via text message and get a response back instantly! Automatically send business-critical documents and contracts for signature, send reminders, and track progress – from anywhere, on any mobile device. Dynamically create and automate documents needed for eSign.Starting Price: $20 per month -
30
TEAM UP CRM
Evolution Technologies
Team up is a social CRM that provides user-friendly functionalities for managing clients'/customers' information and related documents, tasks and meetings with super-fast search engine capabilities which allow users to access any information in a few seconds and Reports & BI tool to monitor and analyze your business. Associate important emails with the relevant customers/clients and view all emails related to one customer/client in one click. Attach and categorize documents with the relevant customers/clients view all documents related to one customer/client in one click and check-in and check-out to record a version history of documents versioning. -
31
Intechcore DMS
Intechcore
With everything going digital a Document Management Systems, also known as DMS, ensures that you are able to easily edit, manage and organize your documents. Moreover, you can also keep records and track any changes made to documents. In this post, we will focus on different components of DMS in order to understand its wide scope. This will give you an idea about various services offered by companies developing DMS systems, Intechcore being one of them. Competitive business environment has encouraged business organizations to use various tools and resources to excel. Thus, the scope and importance of Document Management Systems has substantially increased in the last decade. This component is simply associated with capturing documents as scanned images. Various printers and scanners are used to take pictures and create digital images of paper documents. A document management system also uses OCR (optical character recognition) to convert digital images into machine readable format. -
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iDOCS
Arkansas Data Services
The power and flexibility of the iDOCS Medical Practice Management System can serve your medical practice on every front. iDOCS handles virtually all specialties, including the unique requirements of anesthesiology and radiology, plus the heavy and varied workloads of medical billing service businesses. The requirements of Medicaid billing, non-profit service providers are also met by iDocs. Our practice management solution runs in the cloud or in-house on the IBM i Power servers. iDOCS can handle the large clinic as well as smaller clinics with the same set of application software. For the smaller clinics, our iDOCS On-Line solution may fit your needs. With no hardware or software to buy, use the iDOCS software on an IBM i Server through your Internet connection. We handle all the system administration and data backup. For a low monthly fee use iDOCS without a large initial monetary outlay. -
33
WiseINDEX
CSoft Marketing Pvt. Ltd.
WiseINDEX – Smart Document & Drawing Management In today’s fast-paced digital landscape, businesses across industries are generating and handling more documents and drawings than ever before. Whether it’s engineering designs, legal contracts, HR files, or operational blueprints, the need for a secure, organized, and easily accessible system is critical. Enter WiseINDEX – a smart, cloud-based Document and Drawing Management System (DMS) built to eliminate the daily struggles of traditional file handling. Why WiseINDEX? Traditional file management systems often come with challenges like cluttered folder structures, version mismatches, limited searchability, and high infrastructure costs. WiseINDEX tackles these head-on with a modern solution that’s intuitive, powerful, and highly scalable for teams of any size. WiseINDEX is more than just a DMS – it’s a complete digital workspace for managing your critical documents and drawings efficiently and intelligently.Starting Price: $0 -
34
DocControl
QMS ECommerce Solutions
DocControl is a Web based Document Control and Management System. It has intuitive and Responsive interface which makes it accessible on any device. It allows multiple users to work in a team, providing services such as massive storage, versioning of documents, electronic signatures and automatic PDF conversion. control is HIPAA and 21 CFR part 11 compliant product that makes it more secure than any other document management system. Any type of document can be added into DocControl and it will automatically get converted into PDF. It has an awesome workflow for document revision and every time the document is revised its version number gets updated automatically. control is suitable for small and medium-size business that provide security to their documents and works in a team. control has more than 50 Corporate Clients, 5000 + documents added into the system, and more than 30,000 PDFs generated.Starting Price: $49 per month -
35
CDOC
CoralFusion Technologies
Document Management System is used to Scan, Index, Store, Retrieve, Process, Control and Distribute critical business document safely and securely. Document Management Systems usually save information on cloud servers or on-premise servers. These automated storage spaces often take up less space than their physical complement. CDOC is an On-premise and Cloud-Based Document Management System where you can store, edit, manage and track your business documents and maintain it in an organized way. The useful features in the CDOC helps to handle all the files of your team within this single application. This document management software eases your work by increasing your productivity by reducing costs. The CDOC ensures security by its advanced encryption techniques, two-factor authentication, and brute-force attack etc, So that your confidential business documents will be safe and secure. It also provides facilities to manage your storage space by assigning a quota to the individual. -
36
Docs2Manage
COMvantage
Document management system that helps store documents, track activities and more. Store documents into a compressed format to save as much as 90% less disk space. Control and track who and when your documents are accessed. Unique capability to input large volumes of documents at one time. Multi-level search helps you find your documents faster. The security in Docs2Manage has been enhanced to audit and track each user who has access. By supporting multiple departments in a single database, Docs2Manage allows each user or defined department to customize the data fields and user rights/roles to each department to prevent information breaches to unauthorized users. Docs2Manage also supports document locking to prevent others from editing certain documents and provide added security. The repository mode provides for high-speed scanning of unorganized documents, which can later be organized and categorized to increase workflow speed. -
37
dMACQ DMS+
dMACQ Software
Meet dMACQ DMS+ —the next-gen AI-powered Document Management System (DMS) that transforms how businesses digitize, secure, and manage critical documents. Why dMACQ DMS+? 🔍 AI-Powered Search & OCR – Find any document in seconds with smart search & lightning-fast text recognition. 📂 Smart Metadata Management – Tag, categorize, and organize documents effortlessly for faster retrieval and better data governance. 🤖 Automated Workflows – Ditch manual processes with AI-driven approvals, routing, and compliance tracking. 📑 Version Control & Audit Trails – Track every edit, restore previous versions, and stay audit-ready 24/7.Starting Price: 15$ -
38
Doc.It by IRIS
Doc.It Inc.
Document Management, Workflow, PDF Editing and Web Portal solutions for accounting firms to improve productivity and efficiency. Accounting and tax firms using Doc.It Suite software stay organized by streamlining and automating digital processes that drive efficiency, workflows and profitability while minimizing risk associated with dealing with the exchange and storage of financial documents. Doc.It was founded in 2001, is headquartered in Toronto, Canada and currently has 600 accounting firms and 16,000 users. There are three product options depending on your firms needs. 1. Doc.It Suite includes all functions of the software- Scan and Organize, document management, workflow, web portal, PDF Editor and all integrations. 2.. Doc.It Connect is focused around the web portal functionalities with the work binders for document storage. 3. Doc.It Explore is the starting point for document storage. and includes the PDF editorStarting Price: $29.00/month/user -
39
FileHold
FileHold Document Management Software
The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.Starting Price: $15.00 / user / month -
40
Cartago®Live
Cartago Software
Cartago®Live is based on a web interface architecture, and internally uses HTML for formatting documents. Profit from our flexible, modern, and future oriented product philosophy. Integrate our solution in existing environments or new cloud systems as your needs and requirements dictate. Separate your data structures from your layout design, which allows your internal departements such as HR, or marketing to make changes to the documents without the need for “Technical Know How”. Reliably and with high performance, produce your business documents en masse, or with individual post processing. Our Software package is an extensive one and it can be used to create very complex documents. We want to optimize the workload of persons in charge of the output management. For that matter we implemented features like a WYSIWYG-Editor, multi-channel searches or Drag&Drop. We are also constantly improving the usability of our software by paying close attention to customer suggestions. -
41
DOCUBASE
dbs Software and Services
Scan Documents, files, pictures, video, and more. Collect virtually any media format. Facilitate the flow of documents from unified repository with configurable access and security. Reduce multiple copies of documents scattered in different systems to improve accuracy and version control. Empower sharing of documents across the organization to improve efficiency and productivity. Access your documents when you need them, where you need them, from any device. Built-in granular security controls, encryption and authentication modes. Search historical records based on complex queries and find the information you need lightning fast. Paper scans, e-files, video, manage it all from one place. Assign access to features and document permissions based on configurable roles. From a single department to across the enterprise, proven performance in high volume deployments. -
42
SBS Ground Control
Sunday Business Systems
Complete document lifecycle management. Controls any electronic document including Microsoft office files: Word, Excel, PowerPoint PDF, AutoCAD, SolidWorks. Control document releases. New documents. Revisions to existing documents. Obsolete documents. Ensure approvals are documented. Capture electronic signatures. Email alerts to notify reviewers. Organize electronic documents. Organize by Type, Department, and Owner. Group related documents for quick reference. New releases reset training requirements. User login: define user passwords and privileges. Simple, effective reports. Measure the effectiveness of your document control system. Install on your local server or leverage our Cloud QMS solution. Manage Training Records. Define Job Descriptions / Roles and Responsibilities. Define Training requirements by position (standard training for each position) by employee (special training for each employee) for revision controlled documents.Starting Price: $499 one-time payment -
43
DocManager
DSS
DocManager is a robust, enterprise-wide software solution that automates the document management process, from scanning, indexing, storing and sending mission-critical information, to generating reports for system audits and workload analytics. With DocManager you can increase productivity, reduce costs, and consume less paper. Reduce costs associated with processing, handling, storing and retrieval of documents. Scan approximately nine feet of paper stacks per day, speeding through months or years of paperwork backlog. Customize reports to track quality control and performance. Shift changes and patient handoffs happen every day. Unfortunately, so do many preventable errors and inefficiencies, at the expense of your bottom line, and your patients. With PCM, hospitals leverage real-time data and analytics, for greater oversight and more effective, standardized workflows. Providers will save time, reduce medical errors, and ensure every patient receives the care they deserve. -
44
R2 Docuo
R2 Docuo
Save time and increase productivity with the Document Management tool that does not require technical knowledge to configure and can be quickly modified to adapt to changes. Use professional Document Management techniques to build a database with important information for your business. Exchange files, information and comments through download links, web forms, corporate portal or mobile Apps. Organize files not only in folders, but by tags and characteristics. Locate your documents by where they reside or by various categories. Enrich your documents with metadata. Just like a library, create tags and data sheets with associated information about each of your files. You can even design this into a powerful relational database. Here is a typical workflow for a commercial offer with multiple touchpoints. Full of repetitive, complicated tasks that make it difficult and slow to handle manually when offer volume increases.Starting Price: $16.55 per month -
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REACH
REACH
Business done remotely. Document collaboration, e-signature, web conferencing and ID verification, all in one single platform. Increase conversion rates by enabling agent-supported real-time deal closing session in the last mile of the transaction process. Satisfy all compliance requirements of a physical meeting with all the critical tools to enable your agents to get the job done remotely. Allow your customers to work independently and request live video document/e-signature collaboration support from an agent to complete their transaction. Accelerate the completion of complex business processes by enabling users to engage effectively in multiple phases, both in self-service and real-time modes. Ready to Accelerate Your Entire Sales Team Performance? Expedite your remote client interactions using REACH's platform. Enhance the value you offer to IT departments and lines of business including Sales, HR, legal and procurement.Starting Price: $40 per user per month -
46
SenseTask
SenseTask
Capture essential information from invoices, e-invoices, purchase orders, receipts, IDs, and other documents. Customize workflows to your needs and enhance efficiency with reduced processing times. Intelligent Document Processing SenseTask’s AI extracts critical data with impressive accuracy, reducing manual data entry and errors. Process documents at lightning speed and make invoice handling seamless, so your team can focus on what matters. Document Workflows and Approvals SenseTask’s Document Management System lets you build workflows and approval steps around extracted key data, ensuring each document moves smoothly through its unique process.Starting Price: $99/month -
47
HotDocs
Mitratech
Document generation and assembly slashes the time it takes to draft new documents and distribute to staff, so you can focus on your business. Protect against legal issues stemming from inaccurate content or easy-to-miss keying errors. Document template software lets you create templates that adhere to internal business rules, and centrally control all versions. Generate perfectly formatted documents by applying rules, version control, and internal brand guidelines to all templates. Stop wasting hours on manual copy-paste, search-and-replace, and other repetitive document management processes. In a matter of minutes, you can have your team up and running with a full-featured document automation software designed to help SMBs thrive. HotDocs’ robust feature set: -
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Formstack Sign
Formstack
Collect digital signatures anywhere. Simplify your document workflows with Formstack Sign, a digital signature automation solution that lets you gather signatures on any device. Accessible electronic signatures. Avoid the bottlenecks associated with waiting for eSignatures. With digital document signing, users can eSign documents using a computer, tablet, or mobile phone. From contract to deal, you can quickly connect the dots with Formstack Sign. Powerful digital signature automation features. Collect signatures on the go. Easily collect mobile signatures from prospects, customers, or coworkers by sending documents for signature via text message. Create custom documents in minutes. Use Formstack Documents to eliminate paperwork and transform data into beautifully designed documents you can send anywhere. eSignature Drag-and-Drop Builder With our intuitive drag-and-drop builder, you won't need your IT department to prepare your documents for signature. Customizable Templates Quickly.Starting Price: $15.95 per user, per month -
49
TEAMSRH
Cegedim SRH
TEAMSRH is based on a unique and relational database. Developed natively for outsourcing, its strength and originality lie in the architecture of the application. Oriented towards a logic of inheritance of management rules, both in terms of programming and use for the customer, this technology guarantees the optimization of the configuration of the solution and ensures productivity gains during the configuration phases, deployment and maintenance. This solution meets the new needs and challenges of Human Resources Departments. The architectural choices, associated with a wide functional coverage, make it an integrated solution that is easy to maintain and which is constantly enriched. It is the assurance for the HR function to be able to capitalize on a single system, to streamline information, to improve its productivity as well as to increase its responsiveness and agility. Real-time interactive solution, this tool is based on a unique and relational database. -
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Tungsten CloudDocs
Tungsten Automation
Tungsten CloudDocs is used across different industries where secure, accessible enterprise cloud storage is critical to doing business. Our online data capture solution securely manages documents to help your organization Work Like Tomorrow—today. Store digital documents securely in the cloud and eliminate the cost and hassle of paper storage. Index your documents in a way that makes sense to your organization. Capture, search, review, edit or share document data and report on changes and activity. Quickly and easily file documents from multiple channels using a combination of bar codes, data retrieval and document separation. Manage your most difficult document challenges from a centralized administrative console designed to mirror your organization’s structure. Move documents through approval processes, edit data and organize and share documents with built-in document tracking.
