Best Document Management Software for Mid Size Business - Page 36

softXspace365 is an all-in-one document management and process automation system designed to maximize the benefits of Microsoft 365 for businesses of all sizes and industries. By combining task and document management within a unified digital workspace accessible through Teams and SharePoint, it simplifies everyday work and accelerates business processes. The platform covers a broad spectrum of use cases, from sales and procurement automation to HR management, legal document workflows, and R&D project control. Its no-code process builder empowers employees to create and customize workflows without programming knowledge, improving efficiency and standardization. Features like digital signatures (including AdobeSign and DocuSign integration) and a document template library enhance compliance and reduce administrative overhead. softXspace365 securely stores all files in the cloud with round-the-clock availability and integrates smoothly with Microsoft tools like Outlook, OneDrive, and Power BI. The solution also supports connections with third-party ERP, CRM, and accounting systems for seamless IT infrastructure unification. Fast deployment and tailored training ensure quick adoption and continuous support.

Adobe Acrobat Studio reimagines PDF productivity by merging powerful editing, signing, and organizing tools with advanced AI capabilities. With PDF Spaces, users can transform static files into interactive, searchable hubs where they can ask questions, receive AI-driven summaries, and access insights in seconds. The AI Assistant extends beyond summarization to help highlight key terms, clarify complex contracts, and recommend next steps, making it especially valuable for sales, legal, and real estate professionals. Alongside these AI tools, Acrobat Studio delivers Adobe’s full suite of PDF features, including editing text and images, creating forms, redacting, comparing versions, and protecting sensitive content. The integration of Adobe Express Premium allows users to design branded collateral directly within the platform, from marketing materials to social posts, without relying on external tools. Seamless compatibility with Microsoft 365, Dropbox, and Adobe Creative Cloud ensures smoother workflows across devices and teams. Businesses also benefit from secure, binding e-signatures that simplify approvals while maintaining compliance. Positioned as Adobe’s most complete PDF solution, Acrobat Studio enables faster insights, streamlined collaboration, and standout content creation.

ReadyBase is an innovative platform that leverages AI to convert various forms of raw data—such as notes, research materials, images, screenshots, and files—into sleek, brand-compliant PDFs in mere seconds, all without relying on inflexible templates. The system smartly organizes the content by arranging sections, charts, images, and formatting, while also applying your brand’s unique visual elements, including typography, logos, spacing, and color schemes. The result is a set of sharp, professional PDFs or exportable screenshots that are immediately ready for sharing, presentation, or collaboration. This solution provides complete creative freedom, as each document is uniquely tailored to your specifications, making it perfect for crafting one-pagers, executive summaries, client deliverables, or research highlights with minimal manual intervention and a striking visual presentation. With ReadyBase, users can enhance their productivity and creativity while ensuring that every output aligns seamlessly with their brand identity.

Office InfoSystems’ NEXAVAULT is an AI-powered document management platform that empowers businesses to streamline operations and safeguard sensitive information. It combines essential tools like data capture, electronic storage, OCR-powered indexing, and version control with enterprise-grade security and encryption. With customizable workflows and pre-built templates, organizations can standardize processes while saving time. The system integrates seamlessly with existing platforms like ERP, CRM, Google Drive, and Amazon S3 to enhance collaboration. Beyond basic file storage, NEXAVAULT introduces compliance-focused data rooms, ensuring industries such as healthcare, legal, and finance meet strict regulatory requirements. Businesses benefit from smart notifications, audit trails, and real-time alerts to maintain accountability and efficiency. Its cloud and on-premise flexibility makes it suitable for companies of all sizes, from startups to large enterprises. Ultimately, NEXAVAULT is a comprehensive solution that transforms document handling into a secure, scalable, and productivity-driven process.

pdf2docx is a Python library that leverages PyMuPDF to extract information from PDF documents, analyze their layouts based on specific rules, and create corresponding .docx files using python-docx. This library facilitates the conversion of various elements, including text, images, and tables, and is equipped with features to extract tables, manage formatting, and maintain layout integrity as much as possible. In addition, it offers a command-line interface as well as a graphical user interface to accommodate different user preferences. Its modular architecture comprises distinct packages for managing pages, layouts, tables, images, shape paths, text spans, and other components, allowing for precise control over the translation of PDF content into Word documents. Developers can take advantage of the API for batch conversion processes or seamlessly integrate it into their existing workflows. Comprehensive documentation is provided, covering installation (available from PyPI or source), usage instructions, and technical insights into layout parsing, table extraction, and the various internal modules. The project is open-source and hosted on GitHub, operating under its license and disclaiming any warranties. Overall, pdf2docx is a versatile tool that significantly streamlines the conversion process from PDF to Word format, making it an essential asset for anyone working with these file types.

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.

eViewer stands out as a premier HTML5 document viewer for enterprises, allowing organizations to seamlessly implement web-based document viewing, editing, and collaboration within any application or ECM system. Developed using AngularJS and HTML5, eViewer offers a zero-footprint solution that eliminates the need for any downloads or installations, making it incredibly user-friendly. With comprehensive RESTful, JavaScript, and TypeScript APIs, users can execute critical tasks such as appending, rotating, rearranging through drag-and-drop, splitting, and merging documents, among other functionalities. It also boasts advanced capabilities like rubber stamp annotations, sticky notes, secure digital signatures, and AI-driven redaction to ensure compliance with GDPR and CPRA regulations. Additionally, eViewer supports rendering of various file formats, including PDF, TIFF, MS Office, IBM MODCA, and AFP, while also facilitating audio and video playback. The client-side processing feature significantly alleviates server load, resulting in quicker performance across all devices and browsers. Organizations can choose to deploy the solution on-premise, in the cloud, or through a hybrid model, allowing for flexibility in integration with popular ECM systems like IBM ECMs, OpenText, and Microsoft SharePoint. Furthermore, eViewer is designed to be fully customizable, ensuring that it meets the unique requirements of each organization efficiently.

Enhance Your Efficiency in Excel with QuickCel. This tool introduces powerful shortcuts, intuitive buttons, and features designed to elevate your productivity, allowing you to concentrate on the essential tasks at hand. Experience a streamlined workflow with 22 clever and memorable shortcuts created specifically for those who excel in Excel. Streamlined Auditing: Effortlessly navigate formula dependencies using the Super Trace Precedents feature. Streamlined Formatting: Quickly apply color cycles, number styles, alignments, and borders with simple shortcuts. Streamlined Transforming: Instantly multiply or divide by 1000, switch negatives, and paste precise values. Streamlined Optimizing: With just one click, unhide all names, eliminate images, and disconnect ghost links. You can enjoy a 30-day free trial to explore its capabilities.

DocuPipe serves as an advanced platform for document intelligence powered by AI, transforming almost any type of document into a structured data object with reliability. It adeptly manages intricate formats, including handwritten notes, complex tables, checkboxes, and multilingual text, converting them into uniform JSON or database records. Users can specify their requirements through custom schemas, allowing them to upload PDFs, images, or scans, while DocuPipe’s pipeline efficiently manages tasks such as document type classification, OCR, table extraction, form parsing, and standardization based on schemas. This versatile tool is applicable for various use cases, including invoices, contracts, loan applications, medical records, purchase orders, and receipts. With a REST API facilitating complete automation, users can simply upload a file, wait briefly, and then receive a parsed text result or standardized JSON aligned with their specified schema. Prioritizing security and compliance, DocuPipe ensures that documents remain encrypted both during transmission and at rest, and the platform is equipped to meet standards such as SOC-2, ISO 27001, HIPAA, and GDPR. Additionally, DocuPipe’s intuitive interface makes it easy for users to navigate and utilize its capabilities effectively.

officeatwork is an integrated suite of applications for Microsoft 365 that aims to enhance branded communication by making template management, content insertion, brand governance, and email signature automation more efficient across platforms like Word, PowerPoint, Excel, Teams, and SharePoint. The suite includes tools such as centralized template libraries that guarantee users always access the latest templates, dynamic templates that automatically fill in user or department-specific information, enforcement of branded styles, image and content selectors that connect to corporate asset libraries, management of email signatures, and tools for reusing slides and content, all conveniently located within the applications users are accustomed to. Additionally, the platform prioritizes security and governance by utilizing delegated permissions to keep customer data within their own Microsoft 365 environment, ensuring that no external data storage occurs and that it adheres to Microsoft's established security and compliance standards. IT teams benefit from features like centralized deployment, automated updates, and a licensing model based on usage, making it easier to manage and maintain. Overall, officeatwork empowers organizations to standardize communication while enhancing productivity and maintaining brand integrity across all channels.

Legalesign, a UK-based enterprise software that allows you to send, sign, and manage contracts online, is available from Legalesign. Legalesign is used by companies to increase productivity and financial benefits, improve customer satisfaction, reduce the need for a printer, allow them to sign from anywhere, and last but not least, ease the burden of tedious paperwork on long suffering staff.

Eloquent stands out as a leading provider of mobile-compatible electronic document and records management system (EDRMS) solutions. Catering to the needs of knowledge management experts, the company presents two robust applications: streamlined information governance and precise filing capabilities. Eloquent Records is a comprehensive, web-based EDRMS that facilitates lifecycle management for both physical and digital records. Designed to be mobile-friendly and compatible with various browsers, this EDRMS boasts an array of powerful functionalities, including automatic integration with your established classification scheme and retention schedule to uphold governance protocols. By utilizing Eloquent Records, organizations can implement a sophisticated electronic document and records management system that incorporates all the essential features of proven physical records systems and adapts them for digital use. This ensures governance through a cohesive classification and retention framework, allowing for enhanced organizational efficiency and compliance. Additionally, Eloquent's solutions empower users to manage their information seamlessly, promoting better decision-making and resource allocation.

Enhance the quality across your organization with a comprehensive Electronic Quality Management System (EQMS) provided by Qualsys. This adaptable and user-friendly EQMS solution fosters a more positive and productive workplace by offering a suite of modules that empower every employee to take ownership of quality. Key features include Document Manager, Training Manager, Risk Manager, Asset Manager, and Supplier Manager, among others, ensuring that all aspects of quality management are effectively addressed. By integrating these tools, businesses can streamline processes and improve compliance, ultimately driving success and satisfaction for both employees and customers alike.

Oversee and supervise the complete document lifecycle with infoRouter, a versatile electronic document management system (EDMS) tailored for small to medium enterprises. infoRouter enhances overall efficiency and productivity by equipping users with essential tools to capture, categorize, search, share, and store vital company documents and records. Additionally, the platform provides seamless integration with MS Office applications, supports multiple languages, and includes a web services API to facilitate smooth operations. This comprehensive approach ensures that businesses can manage their documentation effortlessly and effectively.

Ademero's Content Central is a powerful, flexible and robust enterprise document management program that helps you organize and manage your workplace. Content Central is packed with powerful features. It allows users to capture documents from email accounts, network folders, or scanners and convert them into searchable PDF documents. Files can be easily searched, retrieved, and sent out. The software integrates email and fax tools, and seamlessly integrates with top business apps.

ViewCenter by ICM Document Solutions, a scalable document management system, is designed to be accessible from any device that has an Internet connection, whether it's a desktop, laptop, or mobile. It is flexible enough to be used by businesses of all sizes and can be customized to meet specific company needs. ViewCenter features include customizable permissions, support of all file types, detailed logs, keyword/content searching, revision control and automated retention and disposition processes. ICM's suite includes eForms portals, high-volume scanning modules, custom development, and a suite of supporting services. This gives companies all the tools they need to improve their business processes around the collection, maintenance, distribution, and retention of important documents and records. ViewCenter meets industry-specific security and regulatory compliance requirements.

CANEA ONE is a web-based, PC-based, and mobile-based solution to manage business data and documents. It conforms with ISO 9001 standards and can be used for policies, instructions, and agreements. CANEA ONE platform offers features such as audit trails and event logging. All documents can be accessed in a controlled manner. This allows data to be accessed based upon what is being used, rather than where it is stored.

BSI offers a comprehensive software solution, accessible both online and offline, that empowers organizations to disseminate essential information and resources, including policies, procedures, and guidelines. This platform facilitates the development, assessment, release, and updating of workplace documents, guarantees that employees can easily obtain the necessary information, and organizes meetings to minimize administrative burdens, ultimately enhancing operational efficiency.

IMEC Safety Management Software, which was previously known as Inspector, offers a state-of-the-art solution for managing inspections and incidents through its two distinct modules, each accompanied by a mobile application. The Inspections module allows users to oversee, schedule, monitor, and generate reports for various inspections, such as those related to safety, equipment, and facilities across single or multiple locations. Conversely, the Incident Management module provides tools for users to report, manage, and keep track of hazards, incidents, and near misses effectively. Additionally, users can utilize checklists to gather various inputs, including text, numeric data, dates, signatures, GPS locations, and QR code/barcode scans. By scanning the relevant QR code or barcode, users can initiate the inspection process seamlessly, making it easier to begin inspections promptly. This software not only enhances operational efficiency but also ensures comprehensive safety management across different environments.

Document Locator is a Windows-integrated document management program that can be accessed via the Web or mobile. It combines enterprise-class capabilities with ease of use. Document Locator is fully integrated into Microsoft Windows, Office and Outlook. It offers version control, approvals, security policies, workflow, security, security, and security. All this while using the familiar Windows folders interface. This system is ideal to file HR, Accounting, Projects and Contracts, as well as Quality. Integration with other systems is possible via an advanced API.

Adlib is a robotic process automation solution designed to help businesses in finance, petroleum, energy, manufacturing, government, and other sectors automatically discover and classify documents from multiple unstructured sources to create clean structured data. Managers can recognize duplicate files, personally identifiable information (PII), and signatures during data extraction processes. The platform enables teams to convert documents from 300+ formats into searchable and auditable PDFs on a unified interface. Adlib offers industry-leading optical character recognition (OCR) functionality, allowing teams to transform JPG, vector files, charts, CAD drawings, and other image files into PDFs. Businesses can also include auto-generated dynamic tables of contents, hyperlinks, watermarks, and headers or footers to automate document assembly operations. Adlib lets team leaders manage the redaction of content in accordance with data privacy, General Data Protection Regulation (GDPR), California Consumer Privacy Act (CCPA), Brexit, International Financial Reporting Standard (IFRS 17), and other compliance standards. Employees can also utilize the AI-enabled solution to validate classification tags and export documents.

Our board portal serves as a secure and effective platform for communication and document exchange among board members, executive leadership, and other essential stakeholders. We provide customized data rooms specifically designed for document sharing, facilitating processes, and managing access control during due diligence and other vital business functions. At Admincontrol, we prioritize security and privacy in all aspects of our operations and solution development, ensuring these values are integrated into our daily activities. This environment fosters a culture where employees genuinely support one another while striving to create robust professional teams. With an impressive employee satisfaction rating of 5.5 on a scale of 1 to 6, our commitment to a positive workplace is evident. Prospective candidates are encouraged to explore our career center for current openings and to subscribe for notifications. Currently, over 100,000 users are benefiting from our tailored solutions designed specifically for board activities and due diligence, enhancing digital collaboration and streamlining document sharing. Our focus on continuous improvement ensures that we remain responsive to the evolving needs of our clients.

As time progresses, our work environments are becoming increasingly intricate. With the added demands of remote work for many, managing digital records organized in Files, Folders, Applications, and Websites can feel like a daunting task. The presence of corporate networks with various mapped Drives further complicates the ability to swiftly access necessary resources, often when they are urgently needed. In the Autumn of 2020, I created this Windows application as a solution, driven by my experiences as an individual with ADD who often misplaces electronic resources essential for efficient work. The struggle to promptly locate these crucial tools inspired the development of zDocs Pro Linker. This program acts like an advanced version of browser bookmarks, effectively storing, filtering, and retrieving Links to specific Files, collections of Files within Folders, Applications, and distinct Websites. The aim was to streamline the process, making it easier for anyone facing similar challenges to navigate their electronic resources with ease.

DocAgent™ serves as the document management portal and foundational software platform for Digital Designs. Utilizing a .NET framework, it efficiently manages coordination, establishes customer-specific rules, and facilitates communication among various solution modules such as AP Invoice Automation, Electronic Payments, Payroll Management, and Data Capture, among others. Its functionalities extend beyond mere module integration; DocAgent™ seamlessly connects with essential applications operating on IBM AS-400/I Series, including INFOR, Infinium, JD Edwards, and MS Dynamics. By leveraging the solutions offered by DocAgent™, businesses can significantly enhance their operational efficiency for the future. Additionally, this platform enables cost reduction, improved oversight, expedited payment processes, increased flexibility, and can result in annual savings amounting to millions of dollars. You can select from one of the available DocAgent™ Suites below or customize your options to perfectly align with your business objectives. Furthermore, this adaptability ensures that companies can stay ahead in a rapidly changing market landscape.

Today, managing content is more than just storing and retrieving documents. A mobile workforce demands efficient distribution. Decentralized decision-making requires routing for approvals of complex workflows. The document is not what matters, but the information it contains. ImageQuest ECM was designed to support small businesses to large enterprises. Information must be captured, stored and retrieved so that paper can be eliminated. ImageQuest ECM from Informa is a powerful content management software. It can be used as a standalone document management system or as part of an integrated workflow and process automation application.