Best Document Management Software for Freelancers - Page 2

PDFCreator automates document output in Windows-based business environments, covering the whole creation pipeline from conversion to delivery. It converts print output from any application into PDF, JPG, PNG, or TIF via a virtual printer, so existing workflows don’t need to change. Businesses use PDFCreator to streamline repetitive document tasks: output is captured, formatted, named, secured, and routed according to configurable profiles. Typical use cases include automated report generation, batch processing of large document sets, and compliant document delivery in regulated industries. Key capabilities include encryption, password protection, digital signatures, watermarking, MSI-based deployment, Group Policy support, and centralized profile management. It works with Word, Excel, browsers, ERP platforms, and essentially any Windows application that can print. PDFCreator is available as a free edition for individual, non‑commercial use, alongside three paid editions tailored to business, terminal server, and broader enterprise deployments.

Docmosis is a self-hosted or SaaS template-based document generation solution.  Integrate with custom-built software applications or popular third-party apps using the API. Create templates using MS Word or LibreOffice. Add plain-text placeholders to control: the insertion of text/images/tables; conditionally add/remove any content; perform calculations; loop over repeating data; format data/numbers and much more. Integrate with: Custom software built using Java, C#, Python, PHP, Ruby and more via a REST API; Low-code and no-code platforms like Appian, Bubble, Mendix, Outsystems; Third-party form builders or apps that can perform a webhook such as FormAssembly or Salesforce. Used by customers in Finance, Health, Legal, Education, Government, HR, Insurance, Logistics, and Manufacturing to generate customized letters invoices, proposals, contracts, statements, reports and more.

Install-free PDF editing, form filling, redaction, signing, viewing, and more on your website with RAD PDF! Packaged as an easy to use library / WebControl (compatible with .NET 3.5+, .NET Core, and .NET 5+), RAD PDF can be used with just about any flavor of ASP.NET including MVC, Razor, Blazor, WebForms, and more. RAD PDF is compatible with 99% of internet browsers, including those on Linux, Mac OS X, Microsoft Windows, and mobile. No plugins. No Adobe Reader. RAD PDF is more than a PDF to HTML converter. It natively supports all the most common PDF features including annotations, bookmarks, form fields, page labels, and more. With advanced PDF options, RAD PDF allows you to selectively enable and disable features not available with Adobe Acrobat Reader, like protecting a PDF from being downloaded while still viewable online. RAD PDF users can use PDF form fields directly from the web browser by enabling PDF form filling and PDF form saving without having to install any software. Integrating directly with ASP.NET, RAD PDF allows your web application to capture input data, build custom workflows, and provide an intuitive graphical user interface (GUI) for just about any online PDF interaction imaginable!

MobiOffice (formerly OfficeSuite) is an easy-to-use office suite alternative, used by over 250 million users across 195 countries. Available on Windows, Android, iOS, and macOS, MobiOffice includes MobiDocs, MobiSheets, and MobiSlides. MobiOffice helps you manage text documents, spreadsheets, and presentations with ease. It's compatible with all major file formats including Microsoft Office (DOCX, ODT, PPTX), Google (Docs, Sheets, Slides), Apple iWork, and more. Explore each component: MobiDocs: Create and modify documents with comprehensive formatting options. MobiSheets: Simplify data management and analysis to visualize insights and generate reports effortlessly. MobiSlides: Craft impressive presentations with customizable templates and multimedia capabilities. MobiOffice integrates with MobiDrive, MobiSystems’ cloud storage solution for easy document saving and synchronization. Try it free for 7 days to see how this office suite meets your needs. Optimized for all major platforms, MobiOffice’s components - MobiDocs, MobiSheets, and MobiSlides - are available as a complete suite or as standalone apps on Windows, delivering tailored and affordable solutions that suit individual needs.

Case Closed Software is the most trusted CJIS-Compliant case manager software for multi-jurisdictional investigative units. The most flexible and powerful feature set available on the market. CASE CLOSED SOFTWARE™ is the most powerful investigation management software available. Case Closed Software is a powerful web-based investigative software that can manage case management for multi-jurisdictional investigation units. CJIS-compliant, Case Closed Software can be used on both our secure cloud and on your own servers. This software is the gold standard for international agencies and specialized task forces, state agencies of investigation, gangs and organized crime units, as well as other more specialized investigative agencies. Track and manage cases from start-to-finish, including court status, dispositions, charges, images and defendants. Just a few clicks and your entire case file can be emailed. All case documents will be attached to the email automatically.

Microsoft 365 is a comprehensive productivity suite that brings together essential tools like Word, Excel, PowerPoint, Outlook, and Teams in a unified cloud-based environment. Enhanced by Microsoft 365 Copilot, the platform integrates AI directly into these applications to help users work more efficiently and intelligently. Users can quickly generate documents, analyze complex datasets, and design presentations with the help of AI-driven suggestions and automation. The platform supports real-time collaboration, allowing teams to work together on files, share updates, and communicate seamlessly. With OneDrive cloud storage, users can securely store and access their files from any device at any time. Microsoft 365 also enables users to incorporate their own files into AI prompts, ensuring responses are relevant and context-aware. Copilot can assist with brainstorming ideas, summarizing content, and organizing workflows to save time. The platform is accessible across desktop, web, and mobile applications, providing flexibility for different work environments. It also prioritizes user control, giving individuals the ability to manage how AI is used within their workspace. By combining productivity tools with intelligent automation, Microsoft 365 helps users accomplish tasks faster and more effectively. Ultimately, it empowers individuals and teams to improve productivity, collaboration, and decision-making in a modern digital workspace.

Assembly serves as a comprehensive platform for client engagement and back-office operations, tailored specifically for tech-driven professional service organizations like those in consulting, law, accounting, real estate, marketing, and technology. By consolidating various tools into a single, branded client portal, it enables businesses to seamlessly connect, communicate, invoice, share documents, and manage tasks from the initial sale through to full-scale operations. This system enhances visibility into client relationships organization-wide, utilizing secure AI support to optimize workflows and conserve valuable time. Furthermore, Assembly integrates smoothly with pre-existing business applications through various methods, including embeds, Zapier, Make, or its versatile API, while also allowing for the development of custom applications. Among its standout features are secure messaging, document sharing, invoicing with one-click payment options, electronic signatures, storefront capabilities for productizing services, customizable forms, and task management. The platform is crafted to provide exceptional, contemporary client experiences while ensuring robust security measures and HIPAA compliance. With its innovative approach, Assembly not only simplifies operations but also elevates overall client satisfaction.

UserWay is a pioneer in AI-powered web accessibility technologies designed to dismantle digital accessibility barriers, Their suite of accessibility solutions assist over 60 million users with disabilities daily as they help to make every digital touchpoint intuitive and inclusive. By bringing a distinct blend of legal, accessibility, and technical expertise together, UserWay’s digital accessibility compliance products support continuous adherence to accessibility laws and guidelines, such as WCAG 2.2, ADA, EN 301-549, and Section 508. Beyond their state-of-the-art Accessibility Widget, UserWay's Accessibility Plugin adds accessibility into websites on platforms like Shopify, Wix, and WordPress with native integration. Their Accessibility Scanner automates violation detection and Accessibility Audits provide remediation in real-time. Find out why millions trust UserWay for their digital accessibility and compliance needs.

Property Matrix is the ultimate property management solution for residential, commercial, and mixed portfolios. Fully cloud-based and designed for mobility, it offers real-time access from any device, ensuring you can manage your properties anytime, anywhere. The software includes enterprise-class accounting capable of handling even the most complex financial needs, along with fully customizable reports, templates, and workflows to adapt to your unique business requirements. Key features include tenant and owner portals, automated lease creation, online applications, check scanning, and integrated marketing tools that post vacancies to top listing sites with just one click. Property Matrix also simplifies maintenance management, enabling tenants to submit requests online and vendors to manage work orders. Its advanced CAM management, customizable settings, and robust automation features streamline operations, saving time and reducing costs. Backed by best-in-class customer support, Property Matrix scales effortlessly, whether you manage 50 or 5,000 units, and is trusted by property managers worldwide to enhance efficiency, improve tenant satisfaction, and grow their businesses​​​.

Adaptive provides a comprehensive, user-friendly, cloud-based, customizable ERP with multiple cyber and fraud risk mitigation controls. * Enhanced Security: A unique database and encryption key per client. Access controls & permissions are built into every module. A special 2-Factor Authentication login that is close to hack-free * Streamline your business. * Adaptive handles all setup: No need for integrators Key Functionality: * Customised Dashboards * Messaging: internal & 3rd parties * E-Commerce with ERP * CRM * Client Relations * Ticketing * Issue Tracking * Document Management: Unlimited Folders & File Tags; Share files/ folders with teams, depts., stakeholders or 3rd parties. Find files in seconds with search by filter/tag * Portfolio & Project Management: Plannning, Skills, Capacity Utilitisation, RACI, Swimlanes, Gantt Charts, Patent-Pending Kanban-C & Dependencies, Critical Dependencies, ListViews, RFIs, Risk Registers, Time & Billing * Scheduling * * Accounting, Financial Statements, Finance & Risk * Automated Invoicing * Online Payments * Client & Purchase Orders * Inventory & Warehouse Management * MRP * Maintenance & Work Orders * Job Costing, Estimates & Quotes * Detailed Reporting * Multiple sector including: Manufacturing, Retail, Real Estate

DigiParser automates document workflows and extracts data from documents such as invoices, contracts forms, resumes and receipts. It uses advanced OCR, machine learning, and data extraction to extract, validate, process, and convert documents into structured CSV or JSON formats. Users can create custom parsers, automate workflows and integrate the extracted information into tools such as Zapier, QuickBooks Xero Salesforce, Google Sheets etc. DigiParser allows for team collaboration through flexible billing options. This allows multiple team members to be able to work on different Parsers. Its features, such as schema customization, review phases, and workflow automation ensure high accuracy in data extract while saving time and reducing the manual work.

Kollate-it is an all-in-one GRC and due diligence solution with over 400 features. It helps users to integrate their due diligence, compliance, risk management and audit activities and reporting into at lightning speed. Powered by AI designed workflows, automation and ingestion engines users can integrate, customize, automate their information and can select different product modules to meet their needs. Kollate-it gets rid of user frustration. The software helps all regulated companies document their processes for review across the business. The software solves a number of problems including: (1) data input dramatically reduces (2) work tasks speed up (3) Activities get tracked instantly (4) cost savings accelerate (5) human errors reduce (6) Information silos collapse (7) reporting is faster and 24/7 and (8) document retrieval is immediate. The software is agile, adaptable and allows a user to add their own compliance framework. The document management module helps the user to upload their documentation to match their obligations so they can stop switching between multiple applications or trying to locate documents to show how the business meets to its obligations. Customized automation can also be done.

Comparing Excel files can be a crucial task, but is often underestimated. It can be time-consuming as you have to consider several factors. The level of expertise of the user The complexity of files The specific insights needed Sheetmatcher does not require any prior Excel knowledge. Drag and drop two files and select the key field. Even if the columns or rows have been rearranged, you will be able to identify discrepancies and missing records instantly. Sheetmatcher ensures accurate results and reduces the time required to complete this task. Use cases: 1. accountants who need to compare financial data 2. any employee that needs to compare KPIs 3. IT consultants who need to compare customization parameters/settings 4. IT consultants who need to verify migrated data In Basic Plan: - 3-step guided process - Color-coded report that shows missing records, missing columns, and discrepancies (value file 1 vs value file 2) - Define one or multiple columns as key - Match per column names - Check Keys are unique Only in the Advanced Plan: - Export of comparison results in Xlsx - Use a mapping file to map the Keys in case they are different - Text-based search to use names as Key (with % success rate)

PDFHaul is an all-in-one PDF processing platform designed with user privacy at its core. Whether you want to merge contracts, compress academic papers, split invoices, or sign documents while on the move, PDFHaul efficiently manages these tasks directly in your browser or mobile device. What sets PDFHaul apart from other PDF solutions includes: Privacy as a priority: Your files are encrypted during transfer, processed in secure environments, and automatically erased within a two-hour window. No permanent file storage. No data selling. Period. Zero installation needed: All tools function directly in your browser, eliminating the need for downloads or updates. Optimized for mobile: Users can access full-featured iOS and Android applications, enabling PDF processing anytime, anywhere. Additionally, the share sheet feature allows you to open any PDF instantly in PDFHaul from any application. Extensive tool suite: With 20 different functionalities available, users can handle the complete PDF workflow, including merging, splitting, compressing, rotating, converting to images and office formats, rearranging pages, deleting duplicates, removing blank pages, editing metadata, annotating, highlighting, signing, and redacting. Best of all, it is completely free to use, making it accessible to everyone.

jPDFPreflight, a Java library, is used to verify PDF compliance to different standards including PDF/UA and PDF/A, and to convert documents to these standards. jPDFPreflight allows you to check compliance with these profiles: -PDF/UA Verification -PDF/A-1b Verification -PDF/A-2b Verification -PDF/A-2u Verification -PDF/A-3b Verification -PDF/X-1a:2001 Verification -PDF/X-1a:2003 Verification -PDF/X-3:2002 Verification -PDF/X-3:2003 Verification (including ZUGFeRD) jPDFPreflight converts PDF documents to comply with the following profiles. Convert PDF to PDF/A-1b Convert PDF to PDF/A-2b Convert PDF to PDF/A-3b Features Verify compliance with PDF documents following several standards Convert documents to PDF/A compliant -Produced detailed report of all items that are not compliant Add annotations to documents to highlight items that are not in compliance -Works with Windows, Linux, Unix, and Mac OS X (100% Java).

jPDFOptimizer, a Java library that optimizes and reduces the size of PDF documents, is available. jPDFOptimizer removes unnecessary objects from PDF documents, detects and merges duplicate images and fonts, as well as altering image resolution, compression, and color spaces to reduce their size. The library offers a simple, but powerful API that allows the calling application to fine tune how to optimize documents. jPDFOptimizer uses Qoppa Software's extensive PDF technology. It does not require any third-party software or drivers. The library is 100% Java, and can be used on any operating system that has a standard Java implementation such as Windows, Linux and Solaris. Features -Modify image resolution, color space and compression -Compress images with JPEG 2000, JPEG 2000, and JBIG2 -Compress data streams -Remove any unused items -Remove duplicate images and fonts and merge them -Flexible optimization options Linearize PDFs for quick web view Support for the latest PDF format Support for JDK 1.6+

Our API and web application allows you to easily generate PDF documents such as invoices, letters and other documents. Prepare your Word template by adding tags to the places where you would like dynamic text. Then, provide the data in JSON or an Excel file. The template will generate a document for each data item by replacing the tags in the template with the actual data. The advanced customization features can help your business create PDF documents for any application with minimal effort. The merge tags are detected automatically after uploading the template based on its content. Our REST API allows you to create personalized experiences for your company. Generate thousands of PDF documents in bulk, such as invoices, letters and contracts. Call the Generate Document API with your data, and within seconds a PDF document will be created from the specified template.

Fortva is a comprehensive cloud-based platform for document management (DMS) and contract lifecycle management (CLM), designed to assist organizations in efficiently organizing, securing, and overseeing their documents and contracts in a centralized location. The platform facilitates every stage of the lifecycle, from document creation and collaboration to approval, e-signatures, and long-term storage. Key features encompass workflow automation, version control, redlining, audit trails, and the capability for secure sharing of sensitive information. By leveraging AI-driven OCR and data extraction technologies, Fortva streamlines various processes and provides valuable insights. It also prioritizes data security and compliance through zero-knowledge encryption, role-based access controls, and single sign-on (SSO) features. Moreover, its ability to integrate seamlessly with popular tools like Docusign, Microsoft Word, Salesforce, HubSpot, and Zapier further enhances its utility by linking documents to essential business workflows. This comprehensive approach ultimately empowers businesses to manage their documents and contracts more effectively and securely.

You can print Acrobat PDF documents directly in your Java application or web app, with or without user intervention. jPDFPrint is an Java library that can load PDF documents and print them. To send documents to the printer, simply call the library. jPDFPrint is built using Qoppa's proprietary pdf technology. You don't need to install any drivers or third-party software. It is written in Java and can run on Windows, Linux and Unix (Solaris HP UX, IBM AIX), Mac OS X, and any other platform that supports Java runtime environments. Features Print any PDF document -Print with or against user intervention (silent printing) -Print documents from URLs, files, or Java input streams Support for the latest PDF format -Flexible printing options -Runs on Java 6 or above -Works with Windows, Linux, Unix and Mac OS X (100% Java). No third-party software or drivers required

Perftech.DocSay Document Management Solution. Perftech.DocSay provides comprehensive document and information management in a modern environment. The solution is highly customizable, allowing it to be adapted to your business environment and processes. Perftech.DocSay lets you manage different aspects of documentation including ISO documentation management. Invoice management, project management documentation management and quality management. You can also store original documents such as contracts and quotations. Mail - Process incoming mail, including all related procedures. Validation and capture of invoices Archiving ERP documents electronically Project Management documentation Quality Systems Documentation Management (ISO ,...) Automating document workflows The openness of the system makes it possible to integrate with ERP systems. Flexibility

PrizmDoc helps web developers embed secure secure and responsive HTML5 document viewing, document editing, and native spreadsheet viewing and editing within your own web application or system solution. Due to its extreme flexibility, PrizmDoc can be supported on virtually any platform, and in any programming language that supports REST API calls. Key features can be easily turned on or off depending on your application’s needs, along with user-based permissions to protect proprietary logic, and you can customize the UI layout or style. PrizmDoc can be self-hosted on your own infrastructure or accessed through a fully managed backend on Accusoft’s public or private cloud. And with best-in-class support, Accusoft’s Enablement Services to ensure a seamless PrizmDoc implementation.

Complete document lifecycle management. Any electronic document can be controlled, including Microsoft Office files Word, Excel PowerPoint PDF, AutoCAD, SolidWorks. Control document releases. Documents that are new. Revisions to existing papers. Obsolete documents. Ensure that all approvals are documented. Electronic signatures should be captured. Email alerts to notify reviewers Organize electronic documents. Organize electronic documents by type, department, and owner. For quick reference, group related documents. Training requirements are reset with new releases User login: Define passwords and privileges. Simple and effective reports. You can measure the effectiveness of your document management system. You can install on your local server, or use our Cloud QMS solution. Manage Training Records. Define job descriptions / roles and responsibilities. For revision control documents, define training requirements by position (standard training required for each position) and by employee (special training required for each employee).

jPDFProcess, a Java library that creates and manipulates PDF documents, can be used to send customized PDF content to your users as well as to process incoming PDF content. The library is easy to integrate into your PDF document workflow. It has a simple interface for working with PDF documents. jPDFProcess offers many of the same functionality as our other libraries. It can print, set permissions and security, create and assemble documents, digital signature, work with form fields, convert to images, extract text, and more. The library can handle PDF documents from URLs, files, and input streams. It can also save documents to files or output streams. This allows it to serve documents directly from a J2EE app to a client browser, without the need for temporary files. jPDFProcess uses Qoppa's proprietary pdf technology, so it doesn't require any external PDF software.

Experts in the purchase-to-pay domain, we support companies in Basware and Kofax support functions to help you manage your daily problems via our online support platform. From the beginning, your BasWare enhancement request or incident request will be assigned to one our consultants. Basware experts test all tickets. To get a pre-analysis of your needs and a quote, open a support ticket. All elements of your invoices (Invoice image + attachments) are available. Locate the entire BasWare audit trail for your accounting document. You can use the multi-criteria search tool to display the list of invoices. View all BasWare invoice data (header and account assignments, line item). View all attachments that are linked to your BasWare IP invoices. Search using multiple criteria to locate all invoices

Handling a vast number of files manually is virtually impossible, often resulting in chaotic desktops, lost assets, and confusion over different versions. Hideload is a specialized desktop productivity tool designed for office professionals, graphic designers, and content creators, aimed at completely removing digital disarray. Rather than spending valuable time moving files through complex, nested folders, Hideload's Document Organizer automatically generates folder structures and directs files based on your chosen category—offering a quicker and safer alternative to the traditional cut-copy-paste method. To locate any file effortlessly, our flat-view explorer eliminates the need for folder navigation, providing search results in mere milliseconds. Additionally, our Version Tracker feature enables you to save clear document snapshots with personalized comments. You can maintain a single, pristine version of your file and revert to any previous snapshot instantly, thus eliminating the hassle of creating numerous, cluttered backup files. This innovative approach not only streamlines your workflow but also enhances overall productivity in your daily tasks.