Best Document Management Software for Microsoft Outlook

LogicalDOC empowers organizations all over the globe to take complete control of their document management. This premier document management system (DMS), which focuses on business process automation and quick content retrieval, allows teams to create, collaborate and manage large volumes of documents. It also stores valuable company data in one central repository. The system features include drag-and-drop document uploads, forms management, optical characters recognition (OCR), duplicate detection and barcode recognition, event logs, document archiving and integrated document workflow. Schedule a free, no obligation, one-on-one demo today.

Intelex delivers a unified software system for overseeing Environmental, Health, Safety, and Quality (EHSQ) initiatives. Its expandable platform is crafted to consolidate, oversee, and scrutinize EHS and Quality data comprehensively. The solution works on any device to meet the realities of your workplace. With Intelex, your organization can: Elevate your EHSQ program outcomes by supervising workflows for superior performance and command. Discern patterns and propensities through goal-setting to deepen understanding and improve decision-making in your EHSQ program. Diminish occurrences and cut down on administrative tasks by efficiently supervising, managing, refining, and extracting insights from your safety data via our intuitive safety software. Simplify the management and reporting of air, water, and waste emissions, and oversee environmental outputs to fulfill sustainability objectives. Foster ongoing improvements in quality by seamlessly logging and monitoring all instances of nonconformity within a unified, web-based system. Investigate trends across various departments, sites, or locations. Intelex can help you manage compliance with international standards and regulations such as: OSHA, WCB, ISO 45001, EPA, ISO

Unlock precision and clarity in alternative investments with Dynamo Software, a cloud-native, AI-powered platform that unifies your entire workflow. We provide a single, configurable solution for your front-, middle-, and back-office needs. For General Partners (GPs), Dynamo enhances every stage of the investment lifecycle with advanced CRM, deal pipeline tracking, fundraising tools, and secure investor relations and fund accounting reporting. For Limited Partners (LPs), our platform delivers real-time research and portfolio management capabilities. We automate document ingestion, data extraction, and holdings enrichment, providing deep exposure analytics for informed decision-making. Dynamo serves a wide range of private capital firms, including private equity, venture capital, real estate, hedge funds, and infrastructure. Our platform is also tailored for endowments, pensions, foundations, family offices, fund of funds, and fund administrators. By centralizing all investment data into a single source of truth, we equip your team with the control needed to uncover powerful insights. Our AI-driven system automates data ingestion and tagging, while our HoldingsInsight feature enriches portfolio data for advanced analysis. All modules work together seamlessly, supported by a dedicated Client Services team committed to your success. With Dynamo, you can streamline operations, improve data accuracy, and drive strategic decisions with confidence.

PDFCreator is a powerful and versatile tool that enables you to convert any printable document into a PDF, along with various other formats such as JPG and PNG. Whether you're handling text documents, images, or presentations, PDFCreator makes it easy to streamline your workflow. Key features: Convert documents from any application to PDF, JPG, PNG, and more with ease. Merge multiple files into one PDF document, improving organization and accessibility. Set up automatic saving and create a fully automated PDF printer, saving time and reducing manual work. Access your most frequently used settings with just one click, making repetitive tasks faster and simpler. Simplify the process of converting, securing, and organizing your PDFs, with options for digital signatures, password protection, and more. New in PDFCreator 6.0.0: Document previews to improve file visibility before saving or sharing. A new Delete Token feature to automate page removal. Seamless SharePoint integration for easier team collaboration. Enhanced error feedback for better troubleshooting. PDFCreator is trusted by countless businesses around the world to handle document conversion and management. We value every client and appreciate their trust in choosing PDFCreator as their go-to PDF solution. Whether you're a casual user or a business professional, PDFCreator offers a streamlined, flexible, and efficient solution for all your document needs. We thank all our clients for choosing us to be their partner.

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.

Neos, powered by Assembly Software, is an AI-driven, cloud-based case management platform that combines the best of pioneering case management software Needles and TrialWorks. It transforms the way firms work by combining customizable automation, powerful case and document management, and embedded AI with real-time dashboards, automated reporting, native intake, seamless integrations, and unmatched security to maximize productivity. - Analytics & Reporting - Dashboards - Cloud Mobility - Contact Management - Content Management - Document Management - Calendar Integration - Document Management - Calendar Integration - Automated Workflows - Time & Billing - Generative AI

TLM QMS Software is a powerful and robust quality, risk and material management software (QMS) which is validated and 21 CFR Part 11 compliant. TLM is a cutting-edge, all-in-one quality management system that can be customized to integrate with online CRM software, QuickBooks or ERP databases. Total Lean Management (TLM) QMS Software is specifically intended to be a low cost, highly integrated, flexible and continuously improving landscape to which specialty systems can be added where needed to create the digital business landscape that enables work flows the way your company needs them to work.

Artintech ERP is a comprehensive enterprise resource planning solution designed to optimize and streamline your business operations across various departments. Tailored for small to medium-sized enterprises (SMEs), Artintech ERP offers robust functionality with a user-friendly interface, allowing businesses to seamlessly manage their resources, inventory, human capital, finances, and customer relations all in one integrated platform. Why Choose Artintech ERP? * User-Friendly Interface: Designed for ease of use, Artintech ERP minimizes the learning curve, ensuring a smooth transition and quick adoption across your organization. * Cloud-Based Flexibility: Access your ERP system anytime, anywhere, with our secure cloud-based solution, which provides the flexibility to manage your business on the go. * Comprehensive Support: Our dedicated support team is available to assist you every step of the way, from initial implementation to ongoing maintenance and updates.

Chatabox is an out of box cloud-based CRM that is fully scalable and user-friendly that starts from $6 AUD dollars per month. The software has seamless workflows and automation features that simplify the sales and lead management process. Multiple features include tracking and sharing contacts emails, attachments and appointment scheduling. You can also store and request quotes and proposals. Invoicing is possible with custom dashboards. Access the right information from anywhere, at any time, no matter where you are located. Our proven platform is intelligent and efficient, and can be customised to meet your needs. Reduce costs, reduce errors and increase productivity by creating efficient processes that meet your needs.

Hexamail flow is an email client that includes calendaring, tasks, and contacts. It works with Office 365, Gmail and Exchange on premises, as well as all IMAP/POP3 servers. The GDPR data protection module provides email and office document redaction capabilities, including full PST file import, EML and MSG file import, Office document import, printing output, or PDF generation of redacted material.

The hyper Content & Digital Asset Management Server allows organizations to have complete control over all digital assets. It also automates processes and reduces costs. You can access all rich rich content by easily integrating it into the creative workflows of both internal and external teams. You can ensure process control through collaborative approval. Use Social Media Networks to share the content. To promote and assure the success of rich content, create customized Brand Portals.

Klyck helps you close more deals and build stronger relationships. Klyck makes sure that sales teams have the right sales content and marketing content at the right times, which allows for better customer conversations. Klyck's data insights allow sales and marketing leaders understand customer engagement and create superior sales strategies. We combine content intelligence, training integration and customer segmentation to make any sales rep, whether seasoned or new, a qualified sales professional. Learn how Klyck's sales automation software helps B2B clients to improve their sales process, close more sales deals, and maximize sales content utilization. It is difficult to lead a customer through a complex B2B sale cycle. Our platform improves customer conversations by improving sales alignment, significantly reducing time required to find sales content, and providing powerful data analytics on customer interactions.

Microsoft 365 for Individuals is designed to elevate personal productivity through its blend of creativity, collaboration, and AI intelligence. The suite includes industry-leading apps like Word, Excel, PowerPoint, Outlook, and OneNote, accessible across all major devices for continuous workflow. With the integration of Copilot, Microsoft’s advanced AI assistant, users can brainstorm ideas, write content, and analyze data effortlessly. OneDrive cloud storage ensures files are safe, accessible, and protected with ransomware defense. Microsoft Designer and Clipchamp bring professional-level design and video editing within reach, empowering creators to produce visually captivating content. Microsoft Defender provides enterprise-grade security, safeguarding user identities and information. The platform’s flexible plans—Personal, Family, and Premium—cater to different needs while keeping experiences consistent and user-friendly. Whether for work, study, or creativity, Microsoft 365 helps users unlock their potential with the power of AI and cloud technology.

Foxit PDF Editor allows you to edit, view, create, organize, share, collaborate, secure, OCR, export and esign your PDF documents. Suitable for both SMBs and Enterprise, across desktop, mobile and web-whether you’re at the office, home or on the go. Affordable and easy to use with a low learning curve, which is perfect for remote workers and global companies, who can share, collaborate and provide feedback 24/7, anywhere in the world. Foxit PDF Editor is suited for individuals and groups who have to create, review, edit, manage, share and secure PDF documents. Foxit PDF Editor+ offers additional features, including editing, collaboration and security capabilities which are often required in larger sized companies.

monday.com Work OS is a no-code work management platform that helps teams manage projects and workflows more efficiently. This software provides fully customizable solutions for a wide range of use-cases such as marketing, sales, operations, IT, HR, and many more. With monday.com you can easily plan, manage, and track every project in one place, with the help of time-saving and easy-to-use features such as automations, time tracking, document sharing, real-time collaboration, and more. Multiple visual board views such as Gantt, Kanban, and Cards help you prioritize, structure, and navigate tasks and projects the way that suits you and your team’s needs, while dashboards give a high-level overview of your progress and help you make data-driven decisions. In addition, integrations with apps such as Outlook, Microsoft Teams, Gmail, and Excel, allow you to easily continue working with your favorite tools directly within the platform. monday.com also offers dedicated solutions, such as monday dev and monday sales CRM, designed to answer the needs of specific industries.

Adobe Acrobat is an all-in-one PDF tool designed to enhance productivity and collaboration. It offers a full suite of features for creating, editing, converting, and sharing PDFs, ensuring that users can work efficiently across devices, whether on desktop, mobile, or through the web. Acrobat enables e-signatures, document security with password protection, and seamless document collaboration through online storage integration. Advanced tools like PDF comparison and text redaction make Acrobat a powerful solution for professionals looking to manage and secure their documents with ease.

SmartVault makes it easy to digitize your documents and move to a totally paperless workflow. Scan files directly to the right folders and reduce hard-copy document clutter. SmartVault gives you a central document cloud storage solution for all your internal and client documents. From now on, you’ll be able to quickly find the file you need, when you need it, and share it securely with the right people.

eXo Platform is an open-source digital workplace for growing teams and enterprises. Flexible and feature-rich, eXo Platform covers a wide variety of features from knowledge, document and content management to social engagement and project/task collaboration integrated within one holistic solution. With eXo Platform, companies can connect, engage and reward their employees, customers, and partners with its social, engagement and gamification capabilities.

Smartsheet is a recognized leader in work management and collaboration solutions designed to transform team discussions into productive outcomes. This platform empowers organizations by providing them with a robust toolkit that fosters innovation, attracts new clients, and drives revenue growth. With its intuitive spreadsheet-like design, Smartsheet includes features like file sharing, Gantt charts, automated workflows, user-friendly portals, and dynamic dashboards, among numerous other capabilities, making it an essential resource for effective project management. Ultimately, Smartsheet not only streamlines processes but also enhances overall team performance and collaboration.

Create confident, precise, and error-free content using Grammarly's AI-driven writing tool. The latest update from Grammarly categorizes your writing suggestions by theme, allowing you to understand how each adjustment enhances your audience's comprehension of your communication. While composing on platforms like Gmail, Twitter, LinkedIn, and many others, you can receive instant corrections from Grammarly. This tool covers everything from grammar and spelling to style and tone, ensuring you eliminate mistakes and choose the most fitting words to convey your thoughts. Begin your journey for free and explore the capabilities that Grammarly can unlock for you. For organizations, Grammarly Business empowers every team member to produce polished, error-free writing that reflects positively on the business. Each email, webpage, and social media update leaves a lasting impression on customers, and with Grammarly, you can trust that it's an impressive one. Strong writing encompasses more than mere grammar; Grammarly Business delves deeper by providing real-time insights aimed at enhancing overall readability. This level of support allows teams to communicate more effectively and engage their audience more meaningfully.

OnBoard is a premier board management solution that simplifies governance, enhances security, and boosts director engagement. Trusted by over 6,000 organizations worldwide, OnBoard consistently tops G2, Capterra, and SoftwareReviews. OnBoard’s intuitive design and robust security features ensure efficient and secure board operations. Key features include agenda builder, shared annotations, secure messaging, voting & approvals, D&O questionnaires, meeting analytics, automated meeting minutes with OnBoard AI, skills tracking, assessments, and seamless video conferencing integration. With AI-powered minutes, generate accurate meeting summaries with just one click, ensuring efficiency and precision. Whether for small boards or large, OnBoard empowers directors to make informed decisions and drive better governance. Upgrade your board meetings with OnBoard today!

Zendoc is a new-generation document automation system that allows business teams to improve their workflow with actionable insights. Zendoc was founded by Laurent Lathieyre (a serial tech entrepreneur) and Olivier Colle (a senior software engineer, entrepreneur). Zendoc was founded by a group of tech veterans. It was accelerated by Techstars Seattle which is the world's leading platform for innovation and investment. Our mission is to make it easier for teams to find their documents, find the information they need quickly, and keep them on top of their obligations. Our friendly UX design, no code technology and popular integrations will empower your team to transform every document into actionable information. This will give you back control and visibility at all critical moments. Zendoc allows you to: Automatically retrieve and locate documents. Collaborate with your team members to manage, organize and view contracts. Connect to popular integrations

Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Benefits include: • Government grade security – confidently protect your sensitive data and reduce the risk of loss or theft • Custom branded Client portals – Make all your documents and associated communications accessible in one central location • Regulated collaboration – Keep control of versions, co-edit, make comments and revisions, all in real-time. • Controlled external collaboration – Make external collaboration frictionless for all stakeholders Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure.

Confluence by Atlassian, a leading content collaboration tool for modern teams, is Confluence. It allows teams to collaborate, create, and share projects in one place. They can also easily publish and access company information and capture, store, and grow their knowledge. Confluence can also be used on mobile devices, allowing teams to track and give feedback, and keep in touch regardless of where they are.

Progress ShareFile allows you to securely share content with clients and internal team members from any device. Small businesses and departments need simple and secure solutions to collaborate between themselves and with clients. ShareFile allows you to access files securely, share data and create workflows that save time. Simple, quick set-up - no IT required. Cloud storage allows you to send and share any size file from any device. You can be sure that your files will always be safe. Bank-level encryption will protect your files, emails, and attachments while in transit and when they are at rest. Collaborate safely: Audit trails and configurable access permissions allow you to control and know who has access to your data. Optimize client and employee onboarding: Reduce manual paperwork with time-saving workflows. Secure FTP alternative: No software installation required - either for you or your client.