Top Free Document Management Software - Page 6

Docentric AX

In Dynamics 365 Finance and Supply Chain implementations, clients often need to customize documents and reports. SSRS and Electronic Reporting are time-consuming and developer-resource-intensive. These methods often delay implementation schedules and increase costs. Docentric offers a streamlined alternative, fully integrated into D365FO, avoiding the complexity of SSRS&ER or risks of external connectors. Design templates up to 10x faster: Docentric uses Microsoft Word, enhanced with the Docentric Add-In, to enable you to easily design professional transactional documents. This approach leverages the familiarity, usability, and comprehensive formatting features of Word, making it a much better choice compared to proprietary editors. Familiar and intuitive user interface allows both technical and non-technical users to create high-quality report templates with ease. The Docentric Report Generation Engine runs inside D365FO, acting as a native part of the system. It does not require additional servers and connectors to send data to an external service. This approach reduces setup and configuration time, lowers infrastructure costs, is secure and scales with D365FO without additional costs. Docentric enhances document distribution in D365FO by building on the existing SSRS pipeline. This integration allows you to continue using the familiar D365FO functionality while benefiting from additional features that improve flexibility and efficiency.

DocLL

DocLL is the latest and smartest document signing platform. Transform your document workflow with our AI-powered e-signature platform. Sign, send, and manage unlimited agreements for FREE with powerful features designed to streamline your processes: ✍️ Unlimited Signatures: Sign as many documents as you need, no limits! 🤖 AI Document Creation: Generate custom agreements in seconds with smart templates. ✅ Legally Compliant: Fully compliant with ESIGN Act and UETA for legally binding documents. 📊 Detailed Activity Tracking: Monitor every action with comprehensive audit trails and timestamps. 📈 Advanced Analytics: Gain real-time insights into document performance. 📧 Email Notifications: Stay updated with instant alerts when documents are viewed, signed, or completed. 🔒 Enterprise-Grade Security: 256-bit SSL encryption and GDPR compliance keep your data safe. 🔗 Seamless Integrations: Connect with tools like Salesforce, HubSpot, Slack, Zapier, Notion, Airtable, Dropbox, Box, Google, Trello, Shopify, and GitHub. From HR onboarding to sales contracts and real estate agreements, DocLL makes it easy to upload, send, and track documents in just a few clicks. Try our Forever Free plan (no credit card required) or explore Pro and Enterprise plans for advanced features like API access, custom branding, signature ordering, and white-label solutions. Join users worldwide who trust DocLL to simplify their agreements. Try it now and let us know your feedback!

DocPlace

DocPlace is a cloud-based, holistic software that organizes your paperwork using AI to learn and automatically convert your documents and digital files into one remotely accessible environment, using tools such as eSignature and Forms Creation, saving you time, money, and human resources.

DocuKlaud

DocuKlaud Modern Document Management for SharePoint is an advanced solution designed to empower organizations in optimizing their document classification, review, approval, signing and archiving processes through flexible and efficient workflows. All documents and data remain in your organization's own Microsoft 365 tenant, keeping your organization in full control of its information. With a robust set of features, DocuKlaud offers a comprehensive document management experience: Automate Your Document Lifecycle - Custom Workflows: Design custom approval workflows. Define specific stages and determine whether approval is required from all participants at each stage or only from the first approver or rejector. - Internal and External Approvals: Each approval stage can be defined as internal or external. External participants are added as contacts and receive unique links to review and approve documents — no account or license required on their side. - Electronic Signature: Integrate signature stages into your workflows using DocuKlaud's built-in Simple e-signature or the native DocuSign integration under a bring-your-own-license (BYOL) model: connect your organization's own DocuSign account to send, sign and track envelopes directly from the workflow, with both internal and external participants. - Document Templates: Create documents from predefined templates, automatically filled with the information you enter in the form when uploading a document. - Advanced Version Control: Customize your own version naming, allowing you to keep a clear and organized track of your document iterations. - Document Coding: All documents are automatically assigned a code based on the hierarchical configuration of the folders. - Batch Upload: Mass tag your documents and submit them for approval workflows in a single action. - Transmittals: Formal tracking of document delivery to your stakeholders, ensuring that communication is smooth and well-documented. - Expiration Management: Get a panoramic view of documents that are nearing their expiration or have already expired, helping you maintain effective control and take timely action. Find and Understand Documents with AI - DocuKlaudGPT: Uses artificial intelligence to let users ask questions and get answers about the content of a document. Supported formats: docx, pdf (with searchable text), csv, and txt. - Optical Character Recognition (OCR): Convert scanned PDF documents that are not searchable into searchable documents — enabling content search and DocuKlaudGPT queries over your scanned archive. - Custom Fields: Incorporate custom tags and fields for document classification, adapting them to your specific requirements. Govern with Full Control - Flexible Permission System: Set specific authorizations for your main folders and maintain rigorous control over access to information. - Detailed Document History: Access a complete history detailing previous workflows and the actors involved in each stage of document review — a transparent, auditable view of the entire process. - Customize Your Corporate Identity: Configure your company's logo and colors to have the platform match your brand's image. In summary, DocuKlaud is a comprehensive solution that drives operational efficiency by providing cutting-edge tools for document management in business environments. With its advanced features and focus on customization, DocuKlaud becomes a valuable ally for any organization looking to significantly improve its document management.

Document Library Pro

Document Library Pro is a web app that you can embed into any type of website or online platform. It displays documents in a professional table or grid layout with instant search, filters and categories so users can find files fast. It supports any file type as well as links and embedded content, with bulk CSV import, drag-and-drop upload, front-end document submission, and optional access control to restrict private documents. Folder sync is an Advanced plan feature where you paste a Google Drive or Dropbox folder share link into a category and the library creates and keeps those documents up to date automatically. Organizations use it for resource hubs, knowledge bases, policy and compliance libraries, technical documentation and publication archives. Developed by Barn2 Plugins.

docuvita

docuvita is a state-of-the-art, high-performance document management system with which you can easily merge data from various sources and manage it centrally. docuvita offers numerous useful features to improve teamwork, working with documents, traceability during document creation and compliance with regulation. In other words, docuvita enables companies to create a workplace where co-workers, collaborators are connected, no matter from where they work and what device they use. Companies no longer lose time over Filing, Storing, Searching, Sharing and Versioning documents. All paper-driven business processes are automated. It is fully customizable, easy to use, out of the box integration to all known enterprise solutions, and document governance which guarantees that your files are always safe and compliant. It is the valuable asset to your company!

Eccentex AppBase

Eccentex provides a low-code platform for digital business. Eccentex’ s flexible, cloud-architected software – built on its unified AppBase Platform – empowers people to rapidly deploy and easily extend and change applications to meet strategic business needs. Over its history, Eccentex has delivered award-winning capabilities in case management and business process automation (BPM) powered by robotics and advanced document management, to help the world’s leading brands and governments achieve breakthrough results.

Average Rating: 4.5/5.0

Total Reviews: 4

Ellty

Ellty is a secure document sharing and virtual data room platform for deal teams, legal and finance professionals, real estate teams, and anyone who works with confidential documents. **Share documents with full control** Upload files and share them via secure links. Track who opened them, which pages they spent time on, how long they stayed, and where they were reading from. Get a real-time notification the moment someone views your document. **Virtual data rooms for any deal** Set up a data room in minutes. Organize documents into folders, invite counterparties, and manage the entire process in one place. Built for M&A, due diligence, fundraising, real estate, and sales — any situation where multiple parties need controlled access to sensitive documents. **Access controls that actually work** Require email verification or a password before anyone can view a file. Restrict or allow downloads per document. Add dynamic watermarks with the viewer's email on every page. Require NDA sign-off before granting access. Set expiration dates and revoke access instantly when needed. **Full audit trail** Every action on every document is logged. See who accessed what, when, and for how long. Essential for compliance, due diligence, and any process where accountability matters. **Who uses Ellty** Deal teams running M&A transactions, founders sharing pitch decks and financials, sales teams tracking proposal engagement, legal and finance teams sharing sensitive documents, and real estate professionals managing transaction documents. If you share confidential documents and need to know exactly what happens after you send them — Ellty gives you the control and visibility to manage it properly.

elsai DocLoom

DocLoom is a document intelligence layer that converts PDFs, images, and forms into clean, structured, verified data for enterprise workflows. Instead of relying on a single OCR engine, DocLoom analyzes each document and routes it to the most appropriate extraction provider based on document type, layout, complexity, and cost. The extracted content is normalized into structured Markdown while preserving tables, headers, and document hierarchy. DocLoom then maps the content to an organization’s required JSON schema using configurable extraction instructions, making the output ready for downstream applications, analytics, and automated workflows. Every extracted field receives a confidence score. When a value falls below the configured threshold, DocLoom automatically re-extracts the affected field or page using a higher-capability provider and merges the corrected result back into the final output. This confidence-aware workflow helps teams identify and resolve low-quality extractions before the data moves downstream. DocLoom supports Azure Document Intelligence, AWS Textract, Google Document AI, and DotsOCR with ranked fallback routing if the primary provider fails. Organizations handling sensitive or regulated documents can also run DotsOCR locally within their own infrastructure, keeping document data inside their environment. Documents can be submitted through an API, Python SDK, or portal. DocLoom can be accessed through Azure Marketplace, delivered as SaaS, or deployed within the customer’s own infrastructure. It is designed for organizations that need reliable structured data extraction while maintaining control over output consistency, confidence thresholds, provider selection, and data residency.

Elyse

Elyse® is a high-integrity controlled document management system that understands your data. Designed from the ground up to serve the people who use it, Elyse has a User-Centric data architecture that carefully mirrors the real world experience of how users expect controlled document management systems to behave. The result is: Users find what they need faster and experience less frustration. Administrators spend less time maintaining the system because there are fewer workarounds and customizations. Auditors have stronger evidence because foundational rules are hard wired. Organizations have a platform that is easier to validate and extend because it doesn't need program code to compensate for highly abstracted data. Elyse is designed for any organization that needs to manage controlled documents such as procedures, standards, SOPs, work instructions, quality plans, manuals and engineering drawings. It is fully configured and ready to use out of the box and does not require a team of deployment specialists. Elyse addresses many of the compromises and recurring pathologies presented by common alternatives. Rather than treating a document as an independent file with metadata, Elyse models the relationships of metadata first. This smooths the flow of everything that occurs downstream. File sharing systems are centered on files. Sophisticated document management systems are centered on metadata associated with the files. Elyse is centered on the relationships that give the metadata of controlled documents their context, meaning and integrity. Experience the power of Elyse via the interactive live demonstration at demo.silkwoodsoftware.com. No registration required. Or download the software for a full evaluation.

ExactDocs

With ExactDocs, you can centralize and control all your document templates, ensuring perfectly compliant and accurate documents every time. This user-friendly solution seamlessly integrates with your Microsoft productivity tools, including SharePoint, OneDrive, Dynamics 365, Word, and more. As a versatile SaaS product, ExactDocs easily connects with third-party systems. When paired with Microsoft Power Automate and/or the InRule Decisions Platform, it can generate documents based on complex rule sets and workflows. Say goodbye to proposals with wrong amounts or customer names, agreements with incorrect terms and conditions, and employment contracts with outdated company policies. Ensure your brand remains consistent and professional by always providing the most up-to-date versions of your documents.

Average Rating: 5.0/5.0

Total Reviews: 1

FutureVault

FutureVault is pioneering the Client Life Management Vault™, providing an AI-powered Digital Vault Platform-as-a-Service driving Intelligent Document Processing for financial institutions, wealth enterprises, advisors, their clients as well as management, operations, and compliance executives. FutureVault redefines how utilizing documentation and its embedded data via our Digital Vault platform is transforming enterprise workflow and the Advisor/Client relationship. FutureVault automates, aggregates, and centralizes client, advisor, and enterprise documentation (and data embedded within documentation) via bi-directional integrations and connections with other wealth tech providers. Data is extracted from documents in real time by leveraging private LLMs and OCR technology, where it is then accessible and utilized across the enterprise for various workflow and use cases, including sending critical document-data to an enterprise CRM or other databases. Our patented collaboration paradigm optimizes outcomes with trusted internal and external parties. FutureVault is certified as SOC 2 Type II and PCI DSS compliant and recognized as a 5-star WealthTech provider and a Top 100 Global WealthTech Innovator. FutureVault’s Digital Vault and Intelligent Document Processing Platform helps enterprise firms and institutions overcome document handling workflow and regulatory challenges while delivering a new relationship paradigm to Advisors and Clients with the following Platform capabilities and products: AI and Data Extraction ➜ Harness the power of AI and private LLMs to summarize documents, drive actionable insights, and extract critical data to power your workflow and enterprise-wide intelligence. Document Automation & Aggregation ➜ Automate, aggregate, and centralize Client, Advisor, and Enterprise documents (and their data) within a secure single source of truth. We leverage APIs and SFTP Bulk Uploads to ingest millions of documents (tax packages, tax slips, monthly statements, onboarding documents, financial plans, estate plans, trust documentations, etc) Enterprise Line of Sight & Dashboarding ➜ Gain actionable insights and enterprise-wide line of sight across your Lines of Business and Advisor-Client relationships. Advisor and Client Life Management Vaults ➜ Deliver more enterprise value with a unique digital experience that drives collaboration and engagement with clients, their next gen, and trusted third-parties. Secure Document Exchange Functionality ➜ Securely request, receive, distribute, and exchange critical documents across your organization and with clients. Information Security & Regulatory Oversight ➜ Improve enterprise-wide data security via bank-grade encryption while meeting regulatory data and document retention requirements. FutureVault is SOC 2 Type II and PCI DSS compliant. For more information, visit www.futurevault.com.

Average Rating: 4.7/5.0

Total Reviews: 13

hyper Content & Digital Asset Management Server

The hyper Content & Digital Asset Management Server helps organizations to have full control over all their digital assets, to automate processes and cut costs. Our solutions cover Marketing & Brand Asset Management, Product Content & Diversity Management, Commerce Automation & Customer Experience, and Enterprise & Web Content Management.

Average Rating: 4.6/5.0

Total Reviews: 12

IndyForms

IndyForms is a user-friendly digital form and document management system designed to automate administrative tasks and eliminate paperwork, enabling businesses to operate efficiently and compliantly with ease. With an AI-powered designer, no-code builder, and template library, users can easily create and share forms – from contracts, registrations and more – to capture, manage, and analyse data. Forms can feature interactive elements like videos, incorporate legally binding e-signatures, and even collect payment, while conditional logic simplifies submissions. Collaborate with your team and external stakeholders in real time. Assign action items on forms to ensure obligations are met. Documents are securely stored and easily accessible in one unified platform, version-controlled with updates made in real time. Automated workflows handle approvals, recurring obligations, due dates, reminders and more, while users can track progress and overdue items at a glance.

Legacy360

Legacy360™ is a secure, all-in-one digital legacy and estate planning platform designed to help individuals and families organize, protect, and share the information that matters most. From financial and legal records to healthcare information, property details, digital assets, personal wishes, and important documents, Legacy360 gives you one centralized place to manage your estate throughout your lifetime. With a secure digital vault, you can store wills, trusts, financial records, property information, insurance documents, healthcare directives, digital asset details, personal instructions, photos, audio, video, and more. Legacy360 helps eliminate scattered paperwork and makes critical estate information easier to find when it is needed most. Unlike basic online will or document-storage solutions, Legacy360 supports ongoing estate and legacy management. Personalized checklists, reminders, dashboards, and AI-driven insights help you identify missing information, stay organized, and keep your estate plan up to date as your life changes. You remain in control of your information. Legacy360 allows you to securely share selected documents and information with family members, beneficiaries, executors, financial advisors, lawyers, and other trusted contacts. You can determine who receives access, what they can see, and when information becomes available, including after incapacity or death. Legacy360 is also designed to make life easier for the people who will eventually manage your affairs. When the time comes, authorized estate information can transition into Inheritus Estate360™, helping executors and estate administrators access the information they need to manage and settle the estate efficiently. Whether you are beginning your estate planning journey, organizing an existing plan, preparing for future incapacity, managing digital assets, or simply want to give your family greater clarity and peace of mind, Legacy360 provides a practical way to prepare, protect, organize, and preserve your legacy. estate planning software, digital legacy planning, secure document storage, digital vault, estate organization, inheritance planning, executor preparation, family legacy planning, digital asset management, wills and trusts, estate management, financial document organization, and legacy preservation.