Best Document Management Software for Mac of 2026 - Page 9

PortalsXpress offers a secure method for sharing documents with both clients and field offices. Clients can access and modify documents within a portal that prominently features your company's branding. You can swiftly distribute documents using our direct-to-portal PDF printer driver—simply print from any application, select a client, and the document will be instantly available. Our Padlocks present an effective and user-friendly approach to ensure document security. Sensitive files intended solely for your accounting department and CEO can be safeguarded using these Padlocks. Have you ever struggled to locate a specific document? Now, consider that issue on a larger scale throughout your organization. Our Secure Document Search Engine provides comprehensive search capabilities for your entire portal, ensuring that documents remain hidden from view unless you possess the appropriate permissions. The integration of Padlocks and secure document search guarantees that sensitive information is protected while still being accessible to authorized users. This dual-system enhances document management and security across your organization.

The workplace of today is not limited to traditional office walls. DocuXplorer gives your team fast, secure access to all the files and information they need from anywhere. A paperless, more productive office is possible. Quick setup allows you to see immediate results. Our organizational experts will ensure that your document management system is customized to your needs. This will ensure that your team is well-prepared for success. DocuXplorer can be used even if you have long paper trails. It is priced to provide a quick ROI. DocuXplorer can be deployed on-premises, in the cloud or hybrid and give your team the access they require wherever they are. DX speaks your language. It will identify the most important information in your file and translate it into searchable and reportable data. DocuXplorer converts scanned text images (available in 110+ language) to electronic text that is searchable, indexed and retrievable.

Enhance the speed of file transfers and opening times by reducing the size of PDF documents. Convert both born-digital and image files into searchable PDF formats. Compress files to facilitate easier emailing or uploading. Elevate the quality of documents by scanning them at a higher DPI and/or in color, all while maintaining smaller file sizes. Incorporate watermarks, headers, footers, and additional features as needed. Execute more efficient migrations and standardize content to streamline management processes. Address unpredictable costs associated with cloud and egress storage. Boost the overall efficiency of your team and organization, leading to improved productivity and workflow. By optimizing these processes, you can create a more effective system for handling digital documents.

All of your information is organized in tables, making it straightforward to comprehend and modify. You can get started in no time, with over 500 templates available at your fingertips. Forget about any worries, confusion, or complex formulas; the system provides error notifications and simple corrections, along with powerful automation features and comprehensive reports. For an even more seamless and productive experience, the new Start Page enhances your initial setup, while the upgraded graphics make navigation more intuitive. You can effortlessly generate professional invoices directly within the accounting file or handle them entirely separately. Additionally, print your invoices following the latest QR standard. This agile and adaptable approach allows you to manage your inventory or warehouse efficiently, regardless of the types of items involved, and you can track goods as they move between different locations. Stay ahead of the game by forecasting your business's future, a task usually reserved for analysts, but made easy so you can effectively enhance your operations. With these tools at your disposal, you can ensure that your business runs smoothly and adapts to changing needs.

Document Automation & Contract Assembly, Smart Workflows and Approvals & Document Management; Advanced Electronic Signature. Legito, your Smart Document Workspace, combines all these features under one roof. You can automate documents that are almost as easy to draft in less than two hours with Legito, your Smart Document Workspace. Legito is used by over 140,000 users from 50 countries, including top-tier law firms and companies, such as Price Waterhouse Coopers and Skoda Auto.

The PDFix SDK empowers users to automatically enhance the accessibility of existing PDF documents. It facilitates the conversion of standard PDFs into high-quality, accessible PDF/UA formats. With its auto-tagging capability, the SDK identifies crucial document elements such as text, images, tables, headers and footers, headings, lists, and reading order. By enabling automated batch processing, it not only saves valuable time but also significantly lowers remediation expenses. If you've ever attempted to extract information from multiple PDF files, you certainly understand the challenges involved. Utilizing advanced machine learning techniques, the SDK has developed an algorithm that enables seamless and structured data extraction. As a result, users can easily identify various logical components, including text, headings, images, tables, headers and footers, and lists. Furthermore, it allows for scraping data from PDFs and converting it into your preferred formats, such as HTML, CSV, JSON, or XML, making the process much more efficient and user-friendly. This functionality is particularly beneficial for organizations aiming to improve their document accessibility and streamline data management.

Open source content management system that allows for flexible and composable content structures.

To make PDF Professional Suite your primary PDF viewer, select PDF Professional Suite and navigate to Preferences, where you can check the option to set it as the default viewer. You can easily import PDF files by dragging and dropping them directly from Finder into the application. For direct opening, on the New tab screen, click Select file and pick a document from the file selection dialog. If PDF Professional Suite is on your dock, simply drag a PDF file onto its icon, and it will launch in a new tab. The software features a multi-tab viewer, allowing you to manage multiple documents seamlessly within the same window or across different windows. When in full-screen mode, the main menu will hide automatically, yet you can access all functions by moving your mouse to the top of the screen, revealing the menu and toolbar. Additionally, your PDF documents can be showcased as a keynote presentation, enabling you to apply perfect effects, adjust duration, and define extent for an ideal display. This versatility makes PDF Professional Suite a powerful tool for both viewing and presenting PDF content effectively.

Transform Your Business with Reliable AS2 Trading Solutions. The AS2 Gateway offers a robust B2B trading platform designed for organizations utilizing the AS2 protocol, featuring a user-friendly interface that effectively masks the intricate details from the users. Fully compliant with the AS2 standard established by Drummond and Morberg, the AS2 Gateway prioritizes the safety of transmitted data through advanced encryption, digital signature verification, and the assurance of integrity via Message Integrity Check (MIC) hashing. In addition, data security is bolstered by integrating cutting-edge SSL/TLS channeling technologies, providing an extra layer of security for all transactions. This comprehensive approach ensures that businesses can trade confidently and securely in a digital landscape.

As a frontrunner in the domain of File Server data management solutions, you can cut storage expenses by as much as 90% while minimizing the impact on users and streamlining backups. In-depth reporting and data visualizations can be generated, with the ability to export data through advanced filters. The system ensures optimized archiving of data on both local and remote servers, which enhances network bandwidth efficiency. Safeguard your information against unauthorized access, malware, ransomware, and other malicious threats, with recovery achievable in just a few minutes. Instantly locate required data using powerful filters and comprehensive full-text searches, accommodating multiple languages. Policies for archiving can be created, duplicated, and deployed in mere seconds, while managing remote archiving via agents is simple and accessible from anywhere at any time. Restore essential data without unnecessary excess, allowing access to any file from the archive. ShareArchiver enables significant reductions in backup and storage costs of up to 90%. Furthermore, harness the power of AI to activate bulk archived data within minutes, ensuring efficiency and rapid accessibility. This combination of features makes your data management not only cost-effective but also remarkably user-friendly.

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Experience robust PDF editing capabilities on your Mac, enabling you to incorporate signatures, text, and images, as well as rectify errors and modify content. Convert scanned documents with OCR technology and create or fill out forms with ease. While PDFpen allows for basic text and signature additions, PDFpenPro enhances your editing experience with advanced features. Transform a static scanned form into an interactive masterpiece with PDFpenPro, which lets you create forms equipped with text fields, checkboxes, radio buttons, signature fields, and submission buttons. Furthermore, export your PDFs in various formats, including .docx for Microsoft® Word, .xlsx for Excel, .pptx for PowerPoint, and PDF/A for long-term archiving. Whether you're converting a single webpage or an entire site, generate a PDF that retains clickable links for easy navigation. Plus, with PDFpen for iPad & iPhone and integration with iCloud or Dropbox, you can effortlessly edit your PDFs on the go, ensuring you have the flexibility and functionality needed for all your editing tasks. Embrace a seamless editing experience across all your devices with this powerful PDF solution.

Enhance your documents by adding signatures, text, and images, while also correcting any typographical errors. Utilize Optical Character Recognition (OCR) to convert scanned documents into editable text, ensuring you proofread for precision. With PDFpen, transform your scanned images into usable words and make the necessary edits for accuracy. If your PDF requires significant modifications, you can easily export it to .docx format, allowing for straightforward editing and sharing with Microsoft Word users. Simply select the text, click “Correct Text,” and begin editing! Seamlessly edit PDFs on your Mac with just a few clicks. You can also sign your PDFs using a secure digital signature; either scan your signature to insert it into the document or draw it directly with a mouse or trackpad. Forget about faxing—signing, sealing, and delivering your PDFs is now hassle-free. Enjoy the flexibility of editing your documents on the go by using iCloud or Dropbox with PDFpen for both iPad and iPhone. Should you need to add a new page, simply insert one, or if you need to remove an existing page, delete it with ease. If your pages are disorganized, rearranging them is as simple as dragging and dropping. You can even merge multiple PDFs together effortlessly. The possibilities for document management are endless!

Remote collaboration is possible with your clients and team. In minutes, you can create your own private workspace for your company. You can bring all your tools to one place and increase productivity while working remotely. EverLeagues connects all your company's users, internal and externe, to collaborate on day-today tasks in a secure platform. This results in better service, reduced time and lower costs. Collaboration is possible through multiple channels, groups, or teams between employees, clients, and others. Secure messaging, video conference and file sharing allow you to communicate. Everleagues offers security for all your files and messages, without compromising productivity. You can organize and manage your business with a role- and tier-based organizational system. Everleagues makes it easy to assign team members to specific organizations, even if there are different locations or departments. You can also assign clients to specific professionals or team members.

Introducing the ultimate collaboration platform for all users: Verto Boards. Begin your journey by creating and managing Boards tailored to personal, team, and organizational needs. Boards allow for a comprehensive visualization of tasks, facilitating workflow mapping and providing full visibility into the progress of activities from initiation to completion. Foster team communication with Verto Chat, which keeps discussions focused on crucial tasks by organizing conversations within specific workflows for more productive and actionable dialogue. Enhance document management and team collaboration using Verto Documents, where teams can securely store and work on project files all in one convenient location, eliminating issues related to document accessibility, unsecured emails, and version control mistakes. Additionally, Verto Dashboard offers a centralized view of all project activities and information, ensuring that everyone stays informed and engaged with ongoing developments. This platform is designed to streamline your workflow and enhance overall productivity across your organization.

The d.velop Group firmly believes that the key to future success for businesses and organizations lies in the ability to make all their technical and organizational knowledge easily accessible and shareable, both internally and externally, at any given time and place, in a straightforward, diverse, and secure manner. This conviction drives us to assist clients through our document management software and digital business process solutions, enabling them to unlock their full potential by offering digital services that foster connectivity among individuals while significantly streamlining and reimagining their processes. Comprising international subsidiaries, holdings, and approximately 680 employees alongside d.velop AG, the d.velop Group operates on the principles of solid commercial practices and collaborative partnerships with all stakeholders involved. Each member of the d.velop Group serves as an adept local resource with specialized knowledge in document management and digitization, focusing on either regional or thematic areas. Our commitment to innovation and excellence in service delivery is what sets us apart in the industry.

MailMergic (formerly PDF Mail Merger) is a mail merge tool for generating personalized documents from structured data. It accepts spreadsheets (Excel, CSV, Google Sheets) as input and produces one personalized output per row in PDF, Word, Excel, email, or image format. The tool runs as a hosted web app on EU infrastructure (Belgium) or as an offline desktop application for environments that require local-only processing. GDPR and CCPA compliant. Zapier integration for workflow automation. Pre-merge validation flags missing fields, malformed data, and format inconsistencies before generation, using an LLM-based check against the column structure. Supported features include password-protected PDFs, embedded QR codes, custom font upload, dynamic per-recipient images, and bulk email delivery with per-recipient tracking. Used by operations, HR, and admin teams at companies including Novartis, BMW, Verizon, Telefonica, and Chevron. Free tier available; paid plans scale by merge volume.

Gather digital signatures effortlessly from any location with Formstack Sign, an automated solution designed to streamline your document workflows by enabling signature collection on various devices. With the convenience of electronic signatures, you can eliminate delays caused by the wait for eSignatures, allowing users to sign documents seamlessly on computers, tablets, or smartphones. From initiating contracts to finalizing deals, Formstack Sign makes it easy to connect the necessary elements quickly. This powerful tool offers impressive automation features for digital signatures, even enabling you to collect signatures on the go. Effortlessly obtain mobile signatures from clients, colleagues, or prospects by sending documents for signature through text messages. Furthermore, you can create customized documents within minutes using Formstack Documents, enabling the transition from cumbersome paperwork to elegantly designed files that can be dispatched anywhere. The user-friendly drag-and-drop builder for eSignature ensures that you won't require IT assistance to prepare your documents for signing, and customizable templates can be set up in no time. With these innovative capabilities, Formstack Sign enhances productivity and efficiency in your document management processes.

Simflofy is an advanced enterprise content management solution designed for organizations with over 250,000 documents, enabling enhanced productivity, cost savings, and risk reduction from a single hub. Its Intelligent Federation feature merges the strengths of federation and document management, allowing users to quickly find answers to their queries while consolidating content management tasks in one interface. Furthermore, the Simflofy Migration tool offers a streamlined approach to transferring corporate data, fundamentally changing the process of moving information and digital assets to more efficient locations. With capabilities that range from in-place records management to integrating legacy data with cloud productivity tools, and unifying multiple repositories for deeper analytics, Simflofy Manage In-place empowers organizations to transform their operations seamlessly. This comprehensive suite of tools ensures that businesses can adapt to evolving content management needs without the need for extensive changes to their existing systems.

AI assistant for customer-facing departments. Sapling works with messaging platforms and CRMs to assist agents in creating personalized responses. Managers can gain conversational insights that will help them coach and prepare their teams. Sapling offers functionality for autocomplete, spelling, grammar checking, as well as snippets/canned message/text expander. All services can be hosted on-premise or in the cloud to meet security and privacy requirements. The Grammar and Spelling APIs allow Sapling's language models to be integrated into custom applications and use-cases. Sapling Suggest pulls relevant answers from a team knowledge database and allows agents to respond faster to customer inquiries by clicking on the desired response. Instead of giving brittle, decision tree-based chatbots, empower agents.

Stop spending time duplicating documents unnecessarily; our templates streamline the eSignature process, making it both quick and straightforward. Every document processed through GetSig is legally binding and utilizes top-tier encryption technology for secure transmission. While collecting necessary paperwork and signatures is part of everyday operations, it doesn’t need to be tedious or cumbersome. With GetSig, you have access to user-friendly templates, collaborative team hubs, and robust security features that ensure a seamless electronic signing experience. The signatures you obtain with GetSig comply with both Australian and international legal standards. Additionally, our comprehensive audit trail allows you to track who signed each document and when, providing complete transparency. Avoid sending signed documents through unsecured email channels; GetSig employs military-grade encryption for superior safety. By creating templates with pre-filled fields, you can significantly speed up your document processing workflows. Moreover, GetSig's automation and reminder functionalities ensure that you never overlook pending documents or signatures, enhancing your overall efficiency. Experience the benefits of a more agile and secure signing process with GetSig today.

Task Management Software. Streamline your team's workflow with essential tasks that cannot be overlooked. Enhance your team's productivity with straightforward, concise tasks that are consistently completed. Featuring robust functionalities such as online signatures, this tool is trusted by more than 8,000 teams. With a focus on small, clear assignments that always get accomplished, GetBusy addresses the challenge of managing critical tasks that emerge from various sources and platforms, often requiring collaboration from multiple individuals. GetBusy’s task management software allows you to maintain control over your workload, ensuring it is organized and prioritized effectively. Task Management. Picture a scenario where your team is always aware of who is responsible, what needs to be done, and when each task is due. Client Requests. GetBusy extends beyond your internal team, enabling you to assign tasks to anyone, anywhere, much like sending an email. Signatures. Facilitate the exchange and signing of legally binding documents at a fraction of the cost of traditional signature solutions. File Requests. If you need a document, you can request confidential files as straightforward tasks, providing a more secure alternative to email. Plus, it offers various additional features to enhance your team's efficiency and collaboration.

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.

Spott-light your content with a unique user experience. Our easy-to-use platform makes your media interactive, increasing your conversions and visibility. You have put a lot of work into creating great content for your brand. It's now time to ensure your content stands out, drives engagement and allows viewers to take action. Your content should be interactive. It's easier than ever to make your content interactive. With our tools, you can make any marketing asset interactive in just a few clicks. Are you working with many products? The product feed automatically adds new products and keeps everything current. Your visitors' attention spans are decreasing every day. Interactivity is essential if you want your content noticed amongst the sea of digital impressions. Interactive image and video content can transform passive attention into active attention.

Enhance your efficiency with PDF Fusion™, a comprehensive PDF creator that enables you to merge, modify, and generate PDFs effortlessly. You can import over 100 different file formats simply by dragging and dropping them onto the Welcome Screen. Combine pages from various sources like documents, spreadsheets, and presentations into one cohesive PDF for easy sharing. You can also insert new text, bookmarks, and comments to personalize your files. Additionally, converting files into PDF, PDF/A, XPS, and DOC formats is just a click away. Save costs by being able to view a multitude of file types without needing to acquire extra software. The process of creating and editing PDFs becomes seamless, allowing you to drag and drop multiple file types into a single PDF document. This approach not only saves time but also allows for efficient re-purposing of content without the hassle of retyping or extensive cutting and pasting. By converting to PDF, PDF/A, XPS, or Microsoft Word formats, you can easily share your files with anyone. With PDF Fusion™, you can effortlessly compile content from various sources—whether they are documents, spreadsheets, presentations, or images—into one well-organized PDF document. This versatility ensures that your productivity remains high and your workflow streamlined.