Best Document Management Software with a Free Trial of 2026 - Page 2

At MyQ, the core belief is that print solutions should be automated, personalized, and easy to use, allowing people to focus on what matters most in their daily work. This principle is reflected in MyQ’s approach to our product design, combining intuitive user experiences with strong data security and efficient document workflows. MyQ’s print management solutions strengthen document security while helping organizations reduce costs, save time, and lower their environmental impact.

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.

Universal Knowledge by KPSOL is a SaaS Knowledge Management System that helps organizations capture, manage, and share trusted knowledge from a single source of truth. It combines powerful enterprise search, intuitive content authoring, collaborative workflows, and analytics to ensure employees and customer-facing teams can quickly find accurate, up-to-date information. In the age of AI, Knowledge Management is more important than ever. AI is only as effective as the quality of the knowledge it can access. Universal Knowledge provides the trusted, governed content needed to power reliable AI search, assistants and automation while reducing misinformation and improving compliance. Available as a standalone platform or integrated via comprehensive APIs, Universal Knowledge improves productivity, enhances customer experiences, and reduces operational costs. SaaS deployments are in the region customers choose, to maintain data sovereignty.

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.

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.

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.

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).

PDF Tools for you to be more productive with PDF documents. Free and easy to use! Add text, images, freehand annotations to PDF. Fill forms. Create your own signature and sign document. Send PDF files safely and securely with a link that automatically expires, zero-knowledge end-to-end encryption with 256-bit AES.

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)

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

Experience an all-in-one Document Management Software that empowers you to Capture, Centralize, Manage, and Safeguard all your physical documents, digital files, and emails. Whether you are at the office or on the go, access your information effortlessly through any Web Browser or utilize our mobile applications. With features like intelligent data capture, advanced search, secure file sharing, automated workflows, digital signatures, version control, web forms, audit trails, and two-factor authentication, Docsvault helps teams ensure information is safe, compliant, and always within reach. From law firms and government agencies to manufacturing, finance, and HR, Docsvault empowers users with compliance-ready tools, role-based access, and seamless collaboration. Whether it’s managing contracts, processing invoices, onboarding employees, organizing production files, or archival records, Docsvault makes complex document tasks into a simple, unified workflow - giving businesses peace of mind. Docsvault facilitates seamless document management, sharing, and collaboration for businesses of all sizes. Streamline your document workflows and maintain organization as your business expands!

Docsie is an award-winning digital documentation and knowledge management platform based in Ontario, Canada. You can access Docsie through a SaaS web application to create & edit documentation from any location. Then, you can publish content to a dynamic knowledge portal that users can access whenever they need information! Docsie offers powerful business-grade features to write & manage product documentation: - Pilot onboarding service w/ portal design support and workforce training - Internal & external knowledge base options - Create multiple workspaces - Portal analytics & feedback with Docsie Vocally - Custom domain on free tier - Markdown compatible - Docsie Editor with rich formatting and content embeds - iFrame - SwaggerAPI import - Built-in and custom document templates - Help center deployment & in-app help sidebar - Share guided tours & create with our builder Chrome extension - Manage multiple versions, languages, and view change history - Webhook support in Mattermost, Slack, and more - Ghost AI language translation (available) & generative AI (in-progress) - Project management with kanban and task creation - RBAC/JWT/SSO for security, user management, and data protection

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

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.

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.

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.

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.

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.

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.

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.

Inhubber is an AI- and blockchain-powered Contract Lifecycle Management (CLM) and eSignature platform that delivers maximum security, transparency, and efficiency. The platform centralizes all contract types in one secure repository, supporting simple, advanced, and qualified eSignatures (QES) that are legally compliant under eIDAS. Inhubber’s artificial intelligence automatically analyzes contracts, extracts key clauses, identifies risks, and generates compliance and ESG reports, helping companies meet regulatory obligations such as GDPR, the German Supply Chain Act (LkSG), and the EU CSDDD. Automated reminders, workflows, and approval processes ensure timely renewals, contract fulfillment, and audit readiness. Blockchain archiving guarantees tamper-proof storage and trusted audit trails. Inhubber also includes OCR, full-text search, task management, multi-tenancy, and advanced roles and permissions for secure collaboration. The platform is multilingual (English, German, French) and hosted on ISO 27001-certified servers in Germany and the EU. Trusted by enterprises, SMEs, and public institutions worldwide, Inhubber transforms contract management into a strategic advantage for procurement, sales, HR, real estate, energy, and public administration.