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Document Management Software

Document Management software (also known as DMS software or Document Management system) automates the process of managing documents from creation to storage to distribution throughout an enterprise, increasing efficiency, reducing the cost and clutter of maintaining paper records and helping create an effective digital document filing system. Document Management tools provide solutions for a wide range of document needs from low specificity, high volume items such as standard forms to highly specific, low volume items such as one-to-one correspondence. Document Management system is related to Digital Asset Management software (or DAM software), Knowledge Management system and File Management system. Find below the list of best Document Management software in India for your organisation.

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Zoho WorkDrive is secure document management software empowering modern teams to store, edit, share, and manage documents from a centra Learn more about Zoho WorkDrive
Create a central team workspace and cloud library for your entire organization with Zoho WorkDrive. Assign role-based access to your team members and enable them to store, share, and collaborate on documents securely. WorkDrive's modern interface offers a built-in office suite and advanced data security and management capabilities. Learn more about Zoho WorkDrive

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
India Local product
Your e-Locker is designed to help organizations capture and store business documents in a centralized repository. Learn more about Your e-Locker
Your e-Locker is an easy to use and cost-effective solution for your documents management & Storage needs. Your e-Locker empowers business organizations to have complete control over their organization’s documents and maintain the safety and integrity of the information with unique features, such as Predefined Structure, workflow automation, full-text indexing, collaboration features, advanced search features, sharing, versioning, important deadlines, expiry dates Alert, and much more... Learn more about Your e-Locker

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
India Local product
Dr. ERP

Dr. ERP

(0) India Local product
Dr. ERP: Streamlining Your Business Growth Effortlessly manage core processes like accounting, inventory, and production with Dr. ERP's Learn more about Dr. ERP
Introducing Dr. ERP, the ultimate solution for driving your business growth through streamlined automation. Designed to meet the diverse needs of modern enterprises, Dr. ERP empowers users to seamlessly manage and integrate core business processes such as accounting, inventory, production, and quality control. Why Choose Dr. ERP Software? Unique Listing: Crafted exclusively for Capterra, Dr. ERP's description offers a clear, high-level overview of its core functions and capabilities, ensuring busy buyers find the trustworthy information they seek. Streamlined Operations: Optimize your business with Dr. ERP's automated systems, providing insights into sales processes, streamlining production workflows, and ensuring sustained growth. Personalized Consultations: Our team ensures a seamless integration through personalized consultations, transparent quotes, and committed delivery, aligning with your dynamic business needs. Enhanced Collaboration: Dr. ERP facilitates smooth communicat Learn more about Dr. ERP

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
India Local product
Expodite

Expodite

(0) India Local product
India's top export management software for merchandise exporters. Simplify order management and documentation, boosting efficiency. Learn more about Expodite
Expodite: Modern, web-based solution for Indian merchandise exporters. From procurement to order fulfillment, it's a comprehensive exports management software. Simplify inventory, documentation, shipping, and customer management. Seamlessly integrates with existing systems, boosting efficiency and productivity. Learn more about Expodite

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Meridian engineering document management system (EDMS) provides a single source of truth for maintenance and operations teams. Learn more about Meridian
Meridian from Accruent is a purpose-built engineering document management system (EDMS) that provides a single source of truth in today's complex engineering, project, and operational environment. It helps maintenance and operations teams streamline document management, ensure safety and compliance, and maximize company-wide collaboration. Our cloud-based and on-prem solutions help businesses overcome recurring pain points associated with legacy solutions or generic document management systems. Learn more about Meridian

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Aha! is the world's #1 product development software — trusted by 700,000+ product builders from companies of all sizes. Learn more about Aha!
Aha! helps companies build lovable software. We provide the world's #1 product development tools — Aha! Roadmaps, Aha! Ideas, Aha! Notebooks, and Aha! Develop — which are used by 700,000+ builders. Product teams rely on our expertise, guided templates, and training programs via Aha! Academy to be their best. We are proud to be a very different type of high-growth SaaS company. We are recognized as one of the best fully remote companies to work for and have given over $1M through Aha! Cares. Learn more about Aha!

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available. Learn more about Google Docs

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access. Learn more about Google Drive

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline. Learn more about Google Workspace

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located. Learn more about Microsoft 365

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device. Learn more about OneDrive

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
DocuSign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
DocuSign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. DocuSign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about DocuSign

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.
Upgrade your information governance strategy with the in-place lifecycle management your organization needs to reduce risk without impacting productivity. Streamline how you manage the lifecycle of the content that powers business processes with flexible retention schedules, preservation for defensible discovery, and disposition management. Learn more about Box

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard editing. Learn more about Microsoft SharePoint

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization.
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization.
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click. Learn more about Confluence

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards.
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Unlock effortless productivity and collaboration with Acrobat Pro.
Adobe Acrobat Pro is an all-in-one PDF and e-signature solution designed to help today's teams save time on preparing, editing, protecting, sharing, and signing business documents. Find out how your organisation can boost productivity, ensure seamless collaboration, and accelerate business processes by simplifying workflows across locations and devices with the world's most trusted digital document solution. Learn more about Adobe Acrobat

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
LibreOffice is an open source office suite with word processing, spreadsheets, presentations, drawings, formulas and database tools.
LibreOffice is free and open source office suite software for word processing, spreadsheets, presentations, diagrams, and databases. Based on OpenOffice, LibreOffice features a clean interface and tools to enhance productivity and creativity for desktop users. Learn more about LibreOffice

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Notion is the all-in-one workspace for notes, projects, documents, and collaboration.
Notion is the all-in-one workspace for notes, project management, documents, and collaboration. Tens of thousands of teams and companies around the world use it to keep their employees informed and working together in one place. By bringing all work and knowledge together and making it highly customizable, Notion creates focus and transparency, while consolidating tools, saving time, and driving more productivity for teams of all sizes. Learn more about Notion

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Document software that enables users to generate and publish documents, collaborate with team members, and more.
Microsoft Word allows users to create, edit, save and share documents using its cloud-based word processing software. In addition to being able to create new documents, Microsoft Word allows users to also open existing files and change them as needed; this makes it easy for multiple users within a business or educational institution to make changes and save them through the cloud. Microsoft Word is a powerful word processing software that enables users to create professional documents. The application has a friendly user interface and a number of integrated features, such as text editing, spell checker and grammar checker, which help ensure higher quality documents. The application also comes with sharing capabilities that allow users to collaborate with others on the same document. Learn more about Microsoft Word

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Ideal for businesses of all sizes, it is a form building tool that helps users create survey forms while also reviewing submissions.
Trusted by over 18 million users, Jotform's form builder is the easy way to create and publish online forms from any device. The company offers 10,000+ ready-made form templates, 100+ integrations to 3rd party apps, and advanced design features making it the leading online form builder for organizations all over the world. It's popularly used to create payment forms, lead generation forms, registration forms, contact forms, application forms, and more. Learn more about Jotform

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place.
Built-in file-sharing solution that's available on all Apple devices. All files, photos, notes, and messages are stored in one place. Access all files across multiple devices using iCloud Drive and secure data with automatic back-ups. Learn more about iCloud

Features

  • Collaboration Tools
  • File Sharing Software
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation Software
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.