12 Best Enterprise Document Management Systems For 2024

DocuWare offers a cloud-based solution for managing documents and automating workflows, designed for businesses that utilize multiple types of software like accounting, finance, and HR in their technology stack. The platform boasts an array of enterprise-grade features, including exceptional document storage, management, importing, and form handling capabilities, along with robust workflow automation and integrations.

My decision to choose DocuWare was primarily driven by two key factors - its powerful workflow automation functionality and its seamless integration capabilities. The platform's automation features make it an ideal choice for businesses with diverse software needs, such as those in Accounting, Finance, and HR. Meanwhile, its integration options help ensure consistency and organization, providing real-time access to updated data.

DocuWare Standout Features and Integrations

Standout features: Document storage, document management, importing, form handling, workflow automation.

Integrations: DocuWare offers integrations with a wide range of CRM, ERP, EHR, and HR software, facilitating seamless information flow between applications, departments, and teams. Some of the key integrations include Microsoft Outlook, SAP, Sage, QuickBooks, Microsoft Teams, Sharepoint, Microsoft Dynamics, Oracle, Xerox, eGecko, and COR Health. The platform supports successful integration through various methods like API/SDK, native connectors, URL integration, DocuWare Smart Connect, iPaaS Connectors, and DocuWare Printer.

Revver, previously known as eFileCabinet, empowers businesses with efficient organization, streamlined workflow processes, secure file-sharing capabilities, customized fillable forms, document request facilitation, and seamless integration with eSignature solutions.

My choice of Revver stems from its ability to streamline document-centric tasks, reduce reliance on paper-based processes, and enhance overall productivity by digitizing and automating various document-related workflows within a company.

Revver stands out as the top choice for integrated document and business process management due to its emphasis on automation and effective workflow management. For example, the platform instantly replicates folders across all linked cabinets when a new drawer is added, while maintaining the original folder's roles and permissions.

Revver Standout Features and Integrations

Standout features: Revver boasts advanced workflows and document management automation capabilities. Users can easily create custom automation workflows using the platform's governance tools, simplifying tasks like completing and storing daily reports that require employee reviews and signatures.

Integrations: Revver seamlessly integrates with Microsoft 365, Salesforce, naturalForms, Qualifi, Outlook, and Microsoft Excel, enhancing its functionality and compatibility with various existing business tools and applications.

OpenText offers a comprehensive information management platform that encompasses robust document management capabilities. This platform is designed to cater to the content management, collaboration, and archiving needs of large enterprises with intricate document requirements.

My decision to opt for OpenText was driven by my positive experiences with its Document Management software systems. This software enables efficient capture, storage, and tracking of the lifecycle of electronic documents. I particularly appreciate OpenText Content Server for its ability to grant enterprises control over documents and business content by securely storing them throughout their lifecycle.

OpenText Standout Features and Integrations

Standout features: OpenText Extended ECM provides management of business documents and unstructured content via a shared repository. This repository includes library services, access controls, multilayer security, content navigation (search), and workflow capabilities. The platform facilitates content lifecycle management, covering planning, authoring, promotion, securing, and collaboration with teams and departments to enhance productivity. Furthermore, leveraging AI technology, the platform automates data capturing and document classifications, reducing human errors and enhancing search functionalities for digital files.

Integrations: OpenText integrates seamlessly with leading business applications, including Salesforce, Microsoft 365, Microsoft Teams, Adobe Acrobat, and SAP S/4HANA Public Cloud. Moreover, OpenText offers development tools that can be integrated with the core repository using RESTful APIs, catering to complex project requirements.

M-Files revolutionizes document management for midsize and enterprise businesses with its innovative metadata-driven platform. The interface is impeccably organized and intuitive, giving users a bird's eye view of all previously accessed files through the homegrid. The dashboard design resembles Windows File Explorer, providing familiarity for most users.

Unlike other complex document management systems, M-Files offers a user-friendly and easy-to-navigate experience. Uploading documents is as simple as a drag-and-drop, and most software functions can be accessed with just a few clicks on the dashboard.

M-Files Standout Features and Integrations

Standout features: The standout feature of M-Files is its metadata-driven document management and workflow automation. Users can effortlessly search files by document text or metatags, simplifying categorization and identification. This streamlined approach positions M-Files as the top choice for ease of use in document management systems.

Integrations: M-Files seamlessly integrates with Microsoft 365, Salesforce, Sharepoint, Google Workspace, Electronic signatures, Network Folders, MS Dynamics, SAP, Amazon S3, MFSQL, OpenText, Documentum, and eDOCs.

docEdge DMS is a robust, digital document management software with an efficient workflow system that simplifies the process of managing your business documents.

Reasons for choosing docEdge DMS: This platform is designed to centralize all your enterprise documentation needs and information sources, making them easily accessible. The software streamlines database management within your enterprise by digitizing processes and automating document and information flow. By transitioning to electronic document management, you can eliminate the hassle associated with paper documents.

The primary objective of docEdge DMS is to digitize enterprise document management and reduce reliance on paper documents. As a result, the platform is equipped with a wide range of features that support digital enterprise document management, including Audit Trail, Case Management, Task Management, Auditing, Document Storage, collaboration, and security. Records are automatically entered and readily available for retrieval.

docEdge DMS Standout Features and Integrations

Standout features: Key features include comprehensive digital document management and enhanced document security. docEdge DMS provides all the necessary tools for document management in a digital format, eliminating the need for paper documents and allowing you to access and retrieve your files from anywhere with an internet connection. This ensures peace of mind by preventing lost files and ensuring secure storage with enterprise-grade file protection.

Integrations: G Suite, Google Drive, Microsoft Suite, Slack, Trello, Dropbox Business, Zoom, Mailchimp, Adobe, Asana, GitHub, and Jira.

FileHold offers a flexible document management solution designed to meet the specific needs of businesses, whether they prefer on-premise, cloud-based, or hybrid platforms. The FileHold Cloud option provides a user-friendly and efficient document management solution, particularly beneficial for remote teams.

My decision to choose FileHold was based on its scalability in providing instant access to files and documents through a variety of enterprise-level features and pricing options. This flexibility makes FileHold suitable for enterprises of all sizes.

FileHold Standout Features and Integrations

Standout features: FileHold stands out with features like secure document management, version control, audit trail, automated workflows, collaboration tools, search functionality, customizable metadata fields, role-based permissions, and retention policies.

Integrations: FileHold seamlessly integrates with essential tools such as MS Office Suite, Microsoft 365, Outlook, Active Directory, LDAP, SharePoint, OneDrive, Google Drive, DocuSign, Adobe Sign, multifunction printers (MFPs), and more. Additionally, FileHold provides an API for the development of custom integrations to meet specific business needs.

Dokkio offers a cloud-based solution for document management and collaboration that is designed to streamline workflows across different platforms. By consolidating your files from various sources such as Dropbox, Google Drive, Gmail, Box, and Slack, Dokkio ensures all your documents are easily accessible on Mac, Windows PC, or Web. Utilizing AI technology, Dokkio assists individuals or teams in locating, organizing, comprehending, and collaborating on online files seamlessly.

One of the key advantages of using Dokkio is its automatic categorization of shared files, which simplifies search and collaboration processes. For instance, Dokkio can classify files like resumes, contracts, or product specifications for effortless sorting and collaboration. Additionally, the platform can tag shared files with context-specific information, recognizing the content within images or identifying significant organizations, individuals, or locations mentioned in text files. By associating shared files with relevant projects, clients, or partners, Dokkio enables efficient document management and facilitates smooth collaboration through a well-structured 360º view and search functionality.

Dokkio Standout Features and Integrations

Standout features: Notable features of Dokkio include cross-platform document management and the ability to categorize shared files based on context. With its cross-platform document management capability, Dokkio allows users to integrate files from platforms like Dropbox, Google Drive, OneDrive, Slack, Box, and Gmail into a unified interface, simplifying file organization. The platform assists in classifying files according to their types for easy identification and tags shared files with contextual information related to projects, organizations, people, or clients.

Integrations: Dokkio integrates seamlessly with various cloud-based file resources such as Dropbox, Google Drive, OneDrive, Slack, Box, Gmail, Windows, and macOS. Moreover, the platform offers API access, enabling users to integrate third-party applications effectively into their document management processes.

Accruent Meridian EDMS is designed to optimize engineering and facilities management by simplifying document management, ensuring safety, compliance, and promoting effective company collaboration. The platform is equipped with features to efficiently manage engineering documents, drawings, and asset information.

Reasons for choosing Accruent Meridian include its ability to streamline engineering document management, enhance compliance, and foster improved collaboration among team members. Workflows can be initiated in different ways, such as change management, minimizing handover costs, maintaining regulatory compliance and data quality, and managing asset documents.

Accruent Meridian proves to be invaluable when it comes to handling engineering documentation, which can be challenging due to its unstructured nature and scattered locations across various systems. The platform effectively streamlines the constant changes in documentation, allowing for more efficient engineering document management. It facilitates concurrent engineering, keeps track of parallel changes, and ensures engineering projects are effectively managed.

Accruent Meridian Standout Features and Integrations

Standout features: Unique features such as controlled digital workflows and concurrent engineering enable users to smoothly navigate predefined review and approval processes, supporting multiple workflows across different engineering projects.

Integrations: Accruent Meridian seamlessly integrates with IBM Maximo, SAP Plant Maintenance, Ultimo, ECM, Microsoft Office, CAD, and FAMIS. The Meridian Cloud API further enhances integration capabilities with ERP, EAM, and CMMS platforms.

Moxo is an advanced business document management system that revolutionizes customer service through a branded OneStop portal that seamlessly integrates video conferencing and secure messaging. By using Moxo, you can significantly boost the efficiency of workflows across customer, vendor, and partner projects - starting from the acquisition of accounts, through onboarding, and up to servicing. The platform enables easy coordination of documents with vendors, customers, and partners, facilitating the exchange of documents, achieving joint objectives, monitoring milestones, and obtaining approvals.

Within the Moxo system, all business documents are securely stored in the cloud, meticulously organized and categorized using virtual data rooms, and signed electronically with e-signing capabilities to enhance collaboration. Additionally, the annotation feature allows users to create engaging video, visual, or vocal annotations on shared files, enhancing collaboration and communication among team members.

Moxo Standout Features and Integrations

Standout features: Experience joint deliverables and innovative collaboration features that enable seamless communication and focused task-sharing through screen-sharing. Businesses can efficiently manage internal team interactions and client engagements across various social channels like WhatsApp, and WeChat.

Integrations: Moxo offers integrations with external document management and CRM systems, including popular tools like Trello, Zendesk Suite, Datadog, Chargebee, HubSpot, Google Drive, Gmail, Google Calendar, Webhooks, and Typeform. Furthermore, Moxo supports the integration of thousands of third-party applications through Zapier, expanding the platform's usability and compatibility.

MasterControl is a comprehensive enterprise software solution designed to support industries with rigorous regulatory requirements in maintaining high document compliance and quality standards, particularly for digital documentation.

My decision to select MasterControl was driven by its pivotal role in ensuring effective document control in regulatory environments, where document management significantly influences various quality aspects. The platform's quality control functionality enables efficient tracking and organization of all electronic documents, thereby guaranteeing adherence to industry-specific regulations and standards, ultimately leading to cost reduction by avoiding fines, penalties, and simplifying audit processes.

Furthermore, MasterControl addresses the critical concern of audit readiness that often plagues regulated industries by providing centralized document storage with easy search capabilities. The platform also offers a time-stamped audit trail, reporting features, and supports electronic signatures compliant with 21 CFR Part 11. Additionally, MasterControl facilitates streamlined collaboration, granting access to essential documents irrespective of geographical location, even for users who are not on the MasterControl platform.

MasterControl Standout Features and Integrations

Standout features: Notable features include MasterControl Documents and the Automated Document Control Processes. Through MasterControl's quality digital document control, users can benefit from automated processes for document approval, distribution, retrieval, obsolescence, and revision history tracking.

Integrations: MasterControl offers seamless integrations with enterprise resource planning (ERP), customer relationship management (CRM), manufacturing execution systems (MES), product data management (PDM) applications, and supports connectivity with third-party systems through its API Toolkit.