Best Document Management Software with a Free Trial of 2024

PinPoint DMS makes it possible for you and your staff access files and data anywhere in the world. PinPoint DMS runs on all platforms, including MACs and mobile devices. It includes built-in tools such as Workflow Management, Records Management and Onboarding. PinPoint DMS can automatically file documents without the need for human intervention. PinPoint DMS has been improving our features for over 19 years. We are just now seeing competitors. Learn how our document management software could help your company go paperless!

The ultimate solution for account origination, KYB/KYC and funding. It will improve operational efficiency, reduce costs and create a frictionless experience for customers. The ultimate solution for account origination, KYB/KYC and funding. It will improve operational efficiency, reduce costs and create a frictionless experience for customers. Simplici’s Compliance Fabric™, which combines powerful KYC (Know Your Client) and AML tools to reduce fraud, will help you reduce your compliance risk. Create branded ID verification flows in minutes, with automated tasks that boost user conversion. Protect your business and customers from fraud using biometrics, device data, liveness checks and relevant KYC information.

Create, review and edit PDF Documents with this full-featured PDF editor available for Windows, Mac, and Linux. PDF Studio is easy to use and a dependable substitute for PDF editors such as Adobe® Acrobat®. It contains all the PDF features and tools needed at a much affordable price, maintaining full compatibility with PDF standards. PDF Studio Standard Features: -Create PDFs -Scan to-PDF -Annotate and markup PDFs -Precision Measuring Instruments -Fill in and Save PDF Forms -Secure Documents -Append/Delete Pages -Create Watermarks, Headers, Footers -Loupe, Pan & Zoom, Rulers, etc... -Document Storage Integrations -DocuSign Integration -Supports PDF 2.0 standards PDF Studio Pro Features: -All features in Standard, Plus... -Interactive Form Designer -OCR (Text Recognition). -Content editing (Text and images) -Redact & Sanitize PDFs -Compare PDFs -Optimize PDFs -Digitally Sign PDFs -Advanced Imposition

Onehub is a secure file storage and sharing platform that can be used by businesses of all sizes. You can secure your data with bank-level encryption and our granular, role-based permissions structure. This allows you to control who has access to your content as well as share sensitive business files with confidence. Onehub provides a range of powerful business tools, including virtual data rooms, client portals and Google Docs integration. It also offers automatic watermarking, branded workspaces and custom agreements to increase and expand file sharing. You can customize your Onehub Workspace to give content sharing a professional, polished look. You can also create your own Client Portal. Onehub's virtual data room allows your business to send confidential information to clients and keep collaborators anonymous.

N-able™, Passportal™, provides simple, yet secure password management and documentation management that is tailored to the needs of MSPs and ITSPs. The platform is cloud-based, offering channel partners automated password protection. It makes it easy to store, manage, and retrieve passwords and client information from any connected device. N-able™, Passportal™, also offers value-added services products such as Documentation Manager™, Site™, and Blink™. These products promote compliance with industry regulations, protect businesses against data breaches, cybersecurity threats and network vulnerabilities.

Everyone can use eSignatures. Dropbox Sign (formerly HelloSign), is the easiest and most secure way to have documents signed. Dropbox Sign allows contracts to be signed up to 80% faster than traditional paper-based contracts. It is also legally binding. Advanced signer options and built-in reminders significantly increase document completion rates. Personalize the signing experience for customers. To stay on-brand, you can easily add your company logo, color and custom messaging. You can save documents that you send out often as reusable templates. Templates can be used to speed up the process of signing and simplify data entry. Dropbox Sign documents are more secure than pen & paper. A court admissible audit trail (affixed) ensures that actions can be tracked and time-stamped. Account administrators have the ability to manage document permissions from a central dashboard and set up team settings. This makes everything more secure and organized.

Flipsnack is a cloud-based publishing tool that allows you to create from scratch interactive online publications or use the fastest PDF-to-flipbook converter on the market to enhance your existing ones with elements that keep your readers engaged by offering them a memorable experience. Bring your printed catalogs to digital customers while embracing a more sustainable and cost-effective path for your business. With the help of powerful features like links, shopping or social media buttons, videos, GIFs, audio files, enticing photo slideshows, interactive tags and captions, product tags, shopping lists, customizable lead forms, embeds, and many more, you will stand out amongst competitors all while keeping your brand consistency and measuring results with advanced statistics.

pdfRest API Toolkit was made by developers, for developers. Rapidly integrate PDF workflows with your business applications, simply and seamlessly. Get started for free in seconds. pdfRest API Toolkit includes all the PDF processing tools you'll need, designed and developed by digital document experts with decades of experience to make your job easy: PDF to Word, PDF to Excel, PDF to PowerPoint, Add to PDF, Extract Text, Query PDF, Convert to PDF, PDF to Images, Convert to PDF/A, Convert to PDF/X, Compress PDF, Linearize PDF, Flatten Forms, Flatten Transparencies, Flatten Annotations, Flatten Layers, Merge PDFs, Split PDF, Encrypt PDF, Restrict PDF, Watermark PDF, Import Form Data, Export Form Data, Upload Files, Zip Files. Clear documentation with intuitive endpoints and parameters. Start with sample code in .NET, JavaScript, Python, PHP, and cURL for every endpoint. Gold-standard processing powered by Adobe® PDF Library™. Free to get started with no commitment. Affordable pricing for projects of all sizes. pdfRest was designed for developers, by developers to make working with PDFs as easy and intuitive as possible. Flexible APIs can be called from any language capable of making an API request. Send your first API call in

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.

G Suite has just gotten better -- Google Workspace (previously G Suite) is now available. All the tools you need to accomplish anything, all in one place. Google Workspace is an integrated workspace that's easy to use. It allows you to spend less time managing your work, and more time actually doing it. Google Workspace helps you focus on what's most important and lets you let Google do the rest. It uses best-in-class search technology and AI to help you work smarter. You can work from anywhere and on any device, even offline, with tools that help you integrate, customize, extend, and adapt Google Workspace to your team's needs. All Google Workspace plans offer a customized email for your business, similar to G Suite. It also includes collaboration tools such as Gmail, Calendar and Meet, Chat. There are many plans available that can be tailored to your business's needs. Find the right plan for your business on our pricing and plans page.

Trinka is an AI-powered English grammar checker and language enhancement writing assistant designed for academic and technical writing. Trinka corrects contextual spelling mistakes and advanced grammar errors by providing writing suggestions in real time. It helps professionals and academics ensure formal, concise, and engaging writing. • Automated grammar and punctuation checking • Contextual spelling corrections • Grammarly account extension to Trinka • Sentence structure analysis • Word usage and phrase suggestions • Relevant synonyms and antonyms • Real-time feedback on writing style • Accessible from any device • AI-powered writing assistant • Citation Checker • Journal Finder • Plagiarism Checker • API Integration

FileCenter is the fastest way to organize documents. It is easy to use, learn, and install. FileCenter DMS combines file scanning, file organization, and powerful PDF creation and editing. It integrates with the majority of Cloud services and Windows programs that you already use. FileCenter AUTOMATE converts documents to searchable PDFs using its powerful OCR, and then automatically names them and routes them. FileCenter RECEIPTS allows you to track expenses, manage receipts, and create reports that will ensure accurate reimbursements. FileCenter is ideal for all offices. FileCenter runs on Windows PCs and uses the Windows file system. It does not use complex databases. FileCenter offers a feature-for-feature experience at a price that is unbeatable. Get your free trial now! Call 801-722-798 to get your free trial.

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.

FlowShare runs in the background, records every step you take in any software, then delivers a detailed guide on how to complete your task. You can focus on what really matters instead of wasting time with documentation. And get your staff trained in on complex tasks and processes in hours, instead of days or weeks. You get easy to distribute accurate information with all of your guides looking great - no matter who creates them!

All-in-one workspace You can write, plan, collaborate, or get organized. All you need in one tool is Notion. Notion is lightweight, fast, and completely distraction-free. The interface disappears as soon as you start typing, leaving your work unaffected. Do you love keyboard shortcuts? All of Notion's features are at your fingertips so you can stay on track. You can outline your ideas and then arrange them in any order. Notion's editor makes it easy to organize your thoughts and create daily plans. To start a conversation, comment on any topic. When you need feedback, mention your coworkers. Get more done across timezones. Personal productivity can be increased. Write better. You will think more clearly. Stay organized. Slack allows too many insights to slip through the cracks. Your team's long-term memory is Notion. You can use the Slack integration for sharing updates with your team members. Figma designs to showcase? Check out financial projections using Google Sheets. Notion integrates them all, along with 50+ other apps. It's the hub of all knowledge for your team.

Samepage, an award-winning collaboration software for teams, allows you to collaborate with your team and get more done. Sampage allows teams of any size to benefit from a variety of online collaboration tools, including video conferencing, task management and file sharing. It integrates with top business apps, which helps users consolidate workflows.

Drawboard PDF - Powerful PDF tools. Most intuitive PDF editing and markup app for Windows, iOS, macOS, android and web. Drawboard PDF – All the essentials free! Mark up and edit any PDF with the ease of pen and paper. PDF MARKUP TOOLS TO HELP YOU WORK WONDERS. DRAW All the inking tools you need to markup and collaborate with the feel of pen and paper. INSERT Insert anything you need; text, notes, callouts, signatures, images, audio notes, and more. MEASURE Measurement tools for technical teams in Architecture, Construction Manufacturing and more. Get accurate measurements of elements on-page with easy calibration. ORGANIZE Keep all your docs in one place, local and cloud. Merge, split, compress and rearrange PDFs with ease. CROSS-PLATFORM Work from anywhere on any device, in real-time! COLLABORATE Instant collaboration right on the page. Do work where work is done. Invite team members to your canvas. Share your doc using the Drawboard Cloud – a new home for PDFs. Designed to replace pen and paper with an extensive array of tools and an intuitive interface to make going paperless the easier choice.

LuitBiz, a Business Applications Suite that includes Document Management (DMS), CRM (HRM), Employee Self Service, Asset Management (EAM), Business Process Management, (BPM), and Quality Management modules, allows companies to use just one software over the cloud. LuitBiz's Document Management module, "LuitBiz DMS", has version control, workflow management, and many other document-centric capabilities. This module helps companies streamline their documentation processes. The CRM module "LuitBiz" includes modules for Sales, Marketing, Support, and Contacts. This allows companies to manage the entire customer lifecycle using one software. The EAM module helps track the complete lifecycle of the assets starting from purchase to disposal. LuitBiz's HRM and ESS modules help companies streamline their employee processes, from recruitment to exit. They cover all important employee processes such as appraisal, training, pay slips, helpdesk, and so on. The Quality Management module "LuitBiz QMS", allows companies to streamline their SOPs and related forms and workflows to streamline their quality management processes.

Top-industry analysts and peer review websites have recognized it. Zoho Sign allows you to securely sign, send, manage and control your documents from anywhere. You can digitally sign documents and email them to others. Zoho Sign provides military-grade encryption and the highest level data security. It complies to the most recent e-signature laws, ESIGN or eIDAS. You can define the signing order for multiple recipients and control who receives and signs your documents. Our comprehensive audit trail allows you to track every step of the document signing process. Get instant notifications and alerts about the status of each document. Save time and effort by creating personalized templates that you can use for all your future needs. With customized logos, emails and other means, incorporate your brand image into your documents.

ONLYOFFICE Docs is a secure online office suite that you get a vast range of collaborative features. Co-edit documents, spreadsheets, presentations, fillable forms and PDF files with your team in real-time: two co-editing modes (real-time and paragraph-locking), commenting, built-in chat, tracking changes, version history, document comparison. It can be integrated with existing platforms or used as a built-in component. ONLYOFFICE Workspace lets you deploy a web office on your own server. It comprises ONLYOFFICE Docs and comprehensive business tools: Mail, CRM, document and project management, calendar, chat, blogs, forums, polls, etc. Community Edition is the best choice for teams with up to 20 users, available free of charge. Enterprise Edition is for bigger businesses that need enhanced security options and professional support. ONLYOFFICE cloud service is a cost-efficient business solution with online editors and a collaboration platform, accessible from anywhere and from any device.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

You can create proposals, quotes, and contracts in ZERO CLICKS. Drag the opportunity card from CRM to Sales Documents. That's it! It can be used with major CRMs like Close.com, Hubspot and Pipedrive. DocSales: (1) Use Google Docs as a Document Template Editor to complete personalization (2) Create a new document with the Google Docs Template + CRM opportunity 100% automatically. (3) Encrypt the document and send it to your customer to eSign it (DocSales eSign or Docusign). (4) Keep track of their openings. (5) Move the card to a different column/phase or set opportunity to win it (6) Integrate with Blling systems or payment processors

Intellect's QMS software has been proven to improve quality operations and reduce overall quality cost by up to 40%. Our apps were designed by certified quality professionals and can be easily customized with our no-code platform or drag-and-drop technology. Remote access for your team, mobile apps, dynamic workflows, analytics, reporting, and remote access are all possible with this modern and simple solution. Apps include Document Control and Employee Training, Audit Management CAPA, Nonconformance, as well as other useful features.

Canva is an all-in-one design solution, empowering anyone—from students and non-profit organizations to businesses of any size—to design anything they can imagine. Think of all the ways you can use Canva and the versatility it will provide you in day-to-day life, education, or the office. Use the whiteboard feature to flesh out new ideas and keep track of your notes—Edit photos or videos for any occasion. Elevate your resume by building it with a template, or take it further and create a website dedicated to your accomplishments! Companies can develop marketing campaigns and social media advertising with ease. Canva Teams offers real-time collaboration on the same project, helping you create content faster, improve collaboration, and help scale your brand. Try premium features with Canva Pro for free for 30 days, and try exclusive features like background remover, instant animations, scheduling campaigns, brand kits, and resizing formatting options. Canva also has a feature called Magic Write. Magic Write in Canva Docs is an AI text generator to help you write stories, copy, blogs, articles, and more using AI content generation.

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.