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Best Document Management Software for Medium-Sized Businesses

Gauri Pawsey
GP
Researched and written by Gauri Pawsey

Products classified in the overall Document Management category are similar in many regards and help companies of all sizes solve their business problems. However, medium-sized business features, pricing, setup, and installation differ from businesses of other sizes, which is why we match buyers to the right Medium-Sized Business Document Management to fit their needs. Compare product ratings based on reviews from enterprise users or connect with one of G2's buying advisors to find the right solutions within the Medium-Sized Business Document Management category.

In addition to qualifying for inclusion in the Document Management Software category, to qualify for inclusion in the Medium-Sized Business Document Management Software category, a product must have at least 10 reviews left by a reviewer from a medium-sized business.

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G2 takes pride in showing unbiased reviews on user satisfaction in our ratings and reports. We do not allow paid placements in any of our ratings, rankings, or reports. Learn about our scoring methodologies.

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25 Listings in Document Management Available
(1,164)4.7 out of 5
Optimized for quick response
6th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:$53.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Get work done faster with Laserfiche, the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analytic

    Users
    • Business Systems Analyst
    • Deputy City Clerk
    Industries
    • Government Administration
    • Education Management
    Market Segment
    • 59% Mid-Market
    • 26% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Laserfiche is a document management system that provides secure storage, backup, retrieval, and automation of documents, and does not require coding abilities to operate.
    • Users frequently mention the system's robust search capabilities, strict security measures, and the ability to improve business processes with workflows, as well as its usefulness in structuring and managing records across various departments.
    • Reviewers mentioned that the system can be complex to configure, has issues with large document loads when searching or backing up, and that the deployment of Laserfiche can be costly, which may deter small businesses.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Laserfiche Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    116
    Process Automation
    86
    Automation
    81
    Workflow Management
    70
    Document Management
    64
    Cons
    Learning Curve
    39
    Learning Difficulty
    33
    Missing Features
    27
    Update Issues
    23
    Performance Issues
    21
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Laserfiche features and usability ratings that predict user satisfaction
    9.2
    Has the product been a good partner in doing business?
    Average: 8.5
    8.5
    Ease of Admin
    Average: 8.1
    9.0
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    1976
    HQ Location
    Long Beach, California
    Twitter
    @laserfiche
    4,799 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    417 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Get work done faster with Laserfiche, the leading SaaS provider of AI-powered document management and process automation. Through powerful workflows, electronic forms, document management and analytic

Users
  • Business Systems Analyst
  • Deputy City Clerk
Industries
  • Government Administration
  • Education Management
Market Segment
  • 59% Mid-Market
  • 26% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Laserfiche is a document management system that provides secure storage, backup, retrieval, and automation of documents, and does not require coding abilities to operate.
  • Users frequently mention the system's robust search capabilities, strict security measures, and the ability to improve business processes with workflows, as well as its usefulness in structuring and managing records across various departments.
  • Reviewers mentioned that the system can be complex to configure, has issues with large document loads when searching or backing up, and that the deployment of Laserfiche can be costly, which may deter small businesses.
Laserfiche Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
116
Process Automation
86
Automation
81
Workflow Management
70
Document Management
64
Cons
Learning Curve
39
Learning Difficulty
33
Missing Features
27
Update Issues
23
Performance Issues
21
Laserfiche features and usability ratings that predict user satisfaction
9.2
Has the product been a good partner in doing business?
Average: 8.5
8.5
Ease of Admin
Average: 8.1
9.0
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
1976
HQ Location
Long Beach, California
Twitter
@laserfiche
4,799 Twitter followers
LinkedIn® Page
www.linkedin.com
417 employees on LinkedIn®
(645)4.4 out of 5
4th Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Zoho Docs is now Zoho WorkDrive! Launched in 2019 as the successor to Zoho Docs, Zoho WorkDrive is a robust content management platform trusted by over 1 million businesses worldwide. Built for mo

    Users
    • Owner
    • Software Engineer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 51% Small-Business
    • 36% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Zoho WorkDrive Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    58
    Team Collaboration
    45
    Real-Time Collaboration
    35
    File Sharing
    31
    Seamless Integration
    26
    Cons
    Slow Performance
    21
    Slow Loading
    17
    Limited Customization
    16
    Missing Features
    14
    Syncing Issues
    14
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Zoho WorkDrive features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.5
    8.7
    Ease of Admin
    Average: 8.1
    8.6
    Quality of Support
    Average: 8.4
    9.1
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Zoho
    Year Founded
    1996
    HQ Location
    Austin, TX
    Twitter
    @Zoho
    136,279 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    29,500 employees on LinkedIn®
    Phone
    +1 (888) 900-9646
Product Description
How are these determined?Information
This description is provided by the seller.

Zoho Docs is now Zoho WorkDrive! Launched in 2019 as the successor to Zoho Docs, Zoho WorkDrive is a robust content management platform trusted by over 1 million businesses worldwide. Built for mo

Users
  • Owner
  • Software Engineer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 51% Small-Business
  • 36% Mid-Market
Zoho WorkDrive Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
58
Team Collaboration
45
Real-Time Collaboration
35
File Sharing
31
Seamless Integration
26
Cons
Slow Performance
21
Slow Loading
17
Limited Customization
16
Missing Features
14
Syncing Issues
14
Zoho WorkDrive features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.5
8.7
Ease of Admin
Average: 8.1
8.6
Quality of Support
Average: 8.4
9.1
Ease of Use
Average: 8.6
Seller Details
Seller
Zoho
Year Founded
1996
HQ Location
Austin, TX
Twitter
@Zoho
136,279 Twitter followers
LinkedIn® Page
www.linkedin.com
29,500 employees on LinkedIn®
Phone
+1 (888) 900-9646

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(284)4.4 out of 5
3rd Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    M-Files is the leading document management platform designed to enhance knowledge work automation by streamlining processes and improving efficiency. This comprehensive solution addresses various aspe

    Users
    • Project Manager
    • IT Manager
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 46% Mid-Market
    • 38% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • M-Files Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    92
    Document Management
    51
    Easy Access
    45
    Data Management
    39
    Organization
    39
    Cons
    Learning Curve
    31
    Training Required
    26
    Slow Performance
    19
    Slow Loading
    15
    Outdated Features
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • M-Files features and usability ratings that predict user satisfaction
    8.4
    Has the product been a good partner in doing business?
    Average: 8.5
    7.7
    Ease of Admin
    Average: 8.1
    8.6
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2002
    HQ Location
    Austin, Texas
    Twitter
    @M_Files
    8,684 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    740 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

M-Files is the leading document management platform designed to enhance knowledge work automation by streamlining processes and improving efficiency. This comprehensive solution addresses various aspe

Users
  • Project Manager
  • IT Manager
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 46% Mid-Market
  • 38% Small-Business
M-Files Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
92
Document Management
51
Easy Access
45
Data Management
39
Organization
39
Cons
Learning Curve
31
Training Required
26
Slow Performance
19
Slow Loading
15
Outdated Features
13
M-Files features and usability ratings that predict user satisfaction
8.4
Has the product been a good partner in doing business?
Average: 8.5
7.7
Ease of Admin
Average: 8.1
8.6
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
2002
HQ Location
Austin, Texas
Twitter
@M_Files
8,684 Twitter followers
LinkedIn® Page
www.linkedin.com
740 employees on LinkedIn®
(325)4.4 out of 5
Optimized for quick response
11th Easiest To Use in Document Management software
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built in

    Users
    No information available
    Industries
    • Higher Education
    • Government Administration
    Market Segment
    • 51% Enterprise
    • 42% Mid-Market
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • OnBase is a content management system that integrates with geographic systems, streamlines secure e-signing, and keeps databases compliant and aligned with internal standards.
    • Users like the ability to customize OnBase to individual groups, its user-friendly design, the ability to incorporate various paper and digital content into one main repository, and the ability to automate traditionally manual processes.
    • Reviewers experienced issues such as the need for periodic tune-ups, limitations on indexing, a steep learning curve for setup, occasional speed complaints, and issues with document locking after upgrades.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Hyland OnBase Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    71
    Document Management
    41
    Features
    35
    Versatility
    27
    Customization
    26
    Cons
    Missing Features
    35
    Update Issues
    24
    Poor Customer Support
    22
    Technical Issues
    22
    Complexity
    21
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Hyland OnBase features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.5
    8.1
    Ease of Admin
    Average: 8.1
    8.3
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Hyland
    Company Website
    Year Founded
    1991
    HQ Location
    Westlake, OH
    Twitter
    @Hyland
    13,209 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,163 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

OnBase provides a broad spectrum of turn-key industry and departmental solutions that are expertly tailored to meet specific business challenges. As an enterprise platform, OnBase has purpose-built in

Users
No information available
Industries
  • Higher Education
  • Government Administration
Market Segment
  • 51% Enterprise
  • 42% Mid-Market
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • OnBase is a content management system that integrates with geographic systems, streamlines secure e-signing, and keeps databases compliant and aligned with internal standards.
  • Users like the ability to customize OnBase to individual groups, its user-friendly design, the ability to incorporate various paper and digital content into one main repository, and the ability to automate traditionally manual processes.
  • Reviewers experienced issues such as the need for periodic tune-ups, limitations on indexing, a steep learning curve for setup, occasional speed complaints, and issues with document locking after upgrades.
Hyland OnBase Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
71
Document Management
41
Features
35
Versatility
27
Customization
26
Cons
Missing Features
35
Update Issues
24
Poor Customer Support
22
Technical Issues
22
Complexity
21
Hyland OnBase features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.5
8.1
Ease of Admin
Average: 8.1
8.3
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.6
Seller Details
Seller
Hyland
Company Website
Year Founded
1991
HQ Location
Westlake, OH
Twitter
@Hyland
13,209 Twitter followers
LinkedIn® Page
www.linkedin.com
4,163 employees on LinkedIn®
(89)4.9 out of 5
1st Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:€19.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workf

    Users
    No information available
    Industries
    • Computer Software
    • Human Resources
    Market Segment
    • 40% Small-Business
    • 38% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Signify Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    38
    Time Saving
    21
    Convenience
    17
    Time-saving
    17
    Intuitive
    15
    Cons
    Difficult Editing
    3
    Document Management
    3
    Signature Issues
    3
    Slow Loading
    3
    Slow Performance
    3
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Signify features and usability ratings that predict user satisfaction
    10.0
    Has the product been a good partner in doing business?
    Average: 8.5
    9.9
    Ease of Admin
    Average: 8.1
    9.8
    Quality of Support
    Average: 8.4
    9.9
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Signify
    Company Website
    Year Founded
    2021
    HQ Location
    Tbilisi, GE
    LinkedIn® Page
    www.linkedin.com
    29 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Signify is a digital contracting platform that helps teams manage, automate, and track documents in one place. From sending and signing to organizing and archiving, it supports the full document workf

Users
No information available
Industries
  • Computer Software
  • Human Resources
Market Segment
  • 40% Small-Business
  • 38% Mid-Market
Signify Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
38
Time Saving
21
Convenience
17
Time-saving
17
Intuitive
15
Cons
Difficult Editing
3
Document Management
3
Signature Issues
3
Slow Loading
3
Slow Performance
3
Signify features and usability ratings that predict user satisfaction
10.0
Has the product been a good partner in doing business?
Average: 8.5
9.9
Ease of Admin
Average: 8.1
9.8
Quality of Support
Average: 8.4
9.9
Ease of Use
Average: 8.6
Seller Details
Seller
Signify
Company Website
Year Founded
2021
HQ Location
Tbilisi, GE
LinkedIn® Page
www.linkedin.com
29 employees on LinkedIn®
(860)4.4 out of 5
Optimized for quick response
9th Easiest To Use in Document Management software
View top Consulting Services for Conga Composer
Save to My Lists
Entry Level Price:Contact Us
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

    Users
    • Salesforce Administrator
    • Business Analyst
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 48% Mid-Market
    • 27% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Conga Composer Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Features
    57
    Document Management
    50
    Time-saving
    49
    Ease of Use
    41
    Integrations
    41
    Cons
    Learning Curve
    30
    Steep Learning Curve
    20
    Limited Template Flexibility
    17
    Time-Consuming
    14
    Slow Performance
    13
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Conga Composer features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.5
    8.0
    Ease of Admin
    Average: 8.1
    8.7
    Quality of Support
    Average: 8.4
    8.2
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Conga
    Company Website
    Year Founded
    2006
    HQ Location
    Broomfield, CO
    Twitter
    @CongaHQ
    11,148 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,826 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Flexible. Scalable. Embedded. Conga Composer transforms how businesses generate documents Disconnected systems and manual workflows make document generation slow, error-prone, and costly. Con

Users
  • Salesforce Administrator
  • Business Analyst
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 48% Mid-Market
  • 27% Enterprise
Conga Composer Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Features
57
Document Management
50
Time-saving
49
Ease of Use
41
Integrations
41
Cons
Learning Curve
30
Steep Learning Curve
20
Limited Template Flexibility
17
Time-Consuming
14
Slow Performance
13
Conga Composer features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.5
8.0
Ease of Admin
Average: 8.1
8.7
Quality of Support
Average: 8.4
8.2
Ease of Use
Average: 8.6
Seller Details
Seller
Conga
Company Website
Year Founded
2006
HQ Location
Broomfield, CO
Twitter
@CongaHQ
11,148 Twitter followers
LinkedIn® Page
www.linkedin.com
1,826 employees on LinkedIn®
(287)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    iManage Work is the industry’s leading document and email management application, empowering professionals to manage information more productively, securely, and seamlessly. We built iManage Work with

    Users
    • Associate
    Industries
    • Legal Services
    • Law Practice
    Market Segment
    • 48% Mid-Market
    • 32% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • iManage Work Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    40
    Document Management
    36
    Search Functionality
    21
    Easy Access
    19
    Intuitive
    18
    Cons
    Needs Improvement
    10
    Document Management
    9
    Limitations
    9
    Improvement Needed
    8
    Performance Issues
    8
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • iManage Work features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.5
    8.1
    Ease of Admin
    Average: 8.1
    8.3
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    iManage
    Company Website
    Year Founded
    2015
    HQ Location
    Chicago, Illinois
    Twitter
    @imanageinc
    2,749 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    1,224 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

iManage Work is the industry’s leading document and email management application, empowering professionals to manage information more productively, securely, and seamlessly. We built iManage Work with

Users
  • Associate
Industries
  • Legal Services
  • Law Practice
Market Segment
  • 48% Mid-Market
  • 32% Enterprise
iManage Work Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
40
Document Management
36
Search Functionality
21
Easy Access
19
Intuitive
18
Cons
Needs Improvement
10
Document Management
9
Limitations
9
Improvement Needed
8
Performance Issues
8
iManage Work features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.5
8.1
Ease of Admin
Average: 8.1
8.3
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.6
Seller Details
Seller
iManage
Company Website
Year Founded
2015
HQ Location
Chicago, Illinois
Twitter
@imanageinc
2,749 Twitter followers
LinkedIn® Page
www.linkedin.com
1,224 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technol

    Users
    • General Counsel
    • Legal Counsel
    Industries
    • Computer Software
    • Legal Services
    Market Segment
    • 58% Mid-Market
    • 23% Enterprise
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Summize is a contract lifecycle management system that allows users to streamline their work process, distribute work fairly among the team, and quickly check template redlines.
    • Users frequently mention the system's ability to simplify tasks, its user-friendly interface, and the excellent customer support, particularly during the implementation phase.
    • Users reported that the workflows in Summize could be improved, the app lacks customization options and mobile version, and the repository feature for existing contracts was challenging to implement.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Summize Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    31
    Customer Support
    30
    Features
    26
    Implementation Ease
    22
    AI Integration
    20
    Cons
    Limited Customization
    12
    Missing Features
    12
    Learning Curve
    6
    Steep Learning Curve
    6
    Learning Difficulty
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Summize features and usability ratings that predict user satisfaction
    9.6
    Has the product been a good partner in doing business?
    Average: 8.5
    8.7
    Ease of Admin
    Average: 8.1
    9.7
    Quality of Support
    Average: 8.4
    9.0
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Summize
    Year Founded
    2018
    HQ Location
    Manchester, GB
    LinkedIn® Page
    www.linkedin.com
    87 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Summize is pioneering true digital contracting with a CLM solution that puts the user experience first. It takes a deliberately different approach by embedding workflows directly into existing technol

Users
  • General Counsel
  • Legal Counsel
Industries
  • Computer Software
  • Legal Services
Market Segment
  • 58% Mid-Market
  • 23% Enterprise
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Summize is a contract lifecycle management system that allows users to streamline their work process, distribute work fairly among the team, and quickly check template redlines.
  • Users frequently mention the system's ability to simplify tasks, its user-friendly interface, and the excellent customer support, particularly during the implementation phase.
  • Users reported that the workflows in Summize could be improved, the app lacks customization options and mobile version, and the repository feature for existing contracts was challenging to implement.
Summize Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
31
Customer Support
30
Features
26
Implementation Ease
22
AI Integration
20
Cons
Limited Customization
12
Missing Features
12
Learning Curve
6
Steep Learning Curve
6
Learning Difficulty
5
Summize features and usability ratings that predict user satisfaction
9.6
Has the product been a good partner in doing business?
Average: 8.5
8.7
Ease of Admin
Average: 8.1
9.7
Quality of Support
Average: 8.4
9.0
Ease of Use
Average: 8.6
Seller Details
Seller
Summize
Year Founded
2018
HQ Location
Manchester, GB
LinkedIn® Page
www.linkedin.com
87 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Perceptive Content is a scalable content services platform that manages the entire content lifecycle, from capture to disposition. Flexible functionality across multiple business applications, integr

    Users
    No information available
    Industries
    • Higher Education
    • Hospital & Health Care
    Market Segment
    • 52% Enterprise
    • 50% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Hyland Perceptive Content Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    9
    User Interface
    3
    Workflow Management
    3
    Document Management
    2
    Features
    2
    Cons
    Missing Features
    2
    Update Issues
    2
    Difficult Learning
    1
    Document Management
    1
    Email Issues
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Hyland Perceptive Content features and usability ratings that predict user satisfaction
    8.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.1
    Ease of Admin
    Average: 8.1
    7.5
    Quality of Support
    Average: 8.4
    8.3
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Hyland
    Company Website
    Year Founded
    1991
    HQ Location
    Westlake, OH
    Twitter
    @Hyland
    13,209 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    4,163 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Perceptive Content is a scalable content services platform that manages the entire content lifecycle, from capture to disposition. Flexible functionality across multiple business applications, integr

Users
No information available
Industries
  • Higher Education
  • Hospital & Health Care
Market Segment
  • 52% Enterprise
  • 50% Mid-Market
Hyland Perceptive Content Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
9
User Interface
3
Workflow Management
3
Document Management
2
Features
2
Cons
Missing Features
2
Update Issues
2
Difficult Learning
1
Document Management
1
Email Issues
1
Hyland Perceptive Content features and usability ratings that predict user satisfaction
8.0
Has the product been a good partner in doing business?
Average: 8.5
8.1
Ease of Admin
Average: 8.1
7.5
Quality of Support
Average: 8.4
8.3
Ease of Use
Average: 8.6
Seller Details
Seller
Hyland
Company Website
Year Founded
1991
HQ Location
Westlake, OH
Twitter
@Hyland
13,209 Twitter followers
LinkedIn® Page
www.linkedin.com
4,163 employees on LinkedIn®
(246)4.4 out of 5
Optimized for quick response
10th Easiest To Use in Document Management software
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  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

    Users
    • Software Analyst
    Industries
    • Information Technology and Services
    • Pharmaceuticals
    Market Segment
    • 47% Mid-Market
    • 30% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • DocuWare Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    28
    Document Management
    16
    Data Management
    15
    Integrations
    14
    Automation
    13
    Cons
    Learning Curve
    8
    Expensive
    6
    Missing Features
    6
    Complexity
    5
    Cost Issues
    5
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • DocuWare features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.2
    Ease of Admin
    Average: 8.1
    8.9
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    DocuWare
    Company Website
    Year Founded
    1988
    HQ Location
    Beacon, NY
    Twitter
    @DocuWare
    2,301 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    592 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

DocuWare is a type of digital document management and automated workflow solution designed to help organizations streamline their document processes and enhance operational efficiency. This versatile

Users
  • Software Analyst
Industries
  • Information Technology and Services
  • Pharmaceuticals
Market Segment
  • 47% Mid-Market
  • 30% Enterprise
DocuWare Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
28
Document Management
16
Data Management
15
Integrations
14
Automation
13
Cons
Learning Curve
8
Expensive
6
Missing Features
6
Complexity
5
Cost Issues
5
DocuWare features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.5
8.2
Ease of Admin
Average: 8.1
8.9
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Seller
DocuWare
Company Website
Year Founded
1988
HQ Location
Beacon, NY
Twitter
@DocuWare
2,301 Twitter followers
LinkedIn® Page
www.linkedin.com
592 employees on LinkedIn®
(168)4.5 out of 5
Optimized for quick response
15th Easiest To Use in Document Management software
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Entry Level Price:$50.00
  • Overview
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  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Managing information can be hard. We make it easy. Square 9 delivers Intelligent Information Management solutions that use generative AI-powered capture to remove the frustration of extracting data

    Users
    • Software Developer
    Industries
    • Information Technology and Services
    • Computer Software
    Market Segment
    • 59% Mid-Market
    • 33% Small-Business
    User Sentiment
    How are these determined?Information
    These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
    • Square 9 is an application that operates with reliability and is used for building flexible and demanding workflows and wicket solutions.
    • Reviewers frequently mention the ease of finding documents, the user-friendly interface, the ability to create and manage unique workflows, and the helpfulness of the support team.
    • Reviewers mentioned challenges with troubleshooting OCR-related issues, a lack of detailed audit logs, gaps in the knowledge of the support team, and difficulties with data retrieval on the database end.
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Square 9 Softworks Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    23
    Customer Support
    16
    Organization
    14
    Document Management
    12
    Search Functionality
    10
    Cons
    Learning Curve
    7
    Missing Features
    6
    Bugs
    4
    Complexity
    4
    Inefficient Searching
    4
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Square 9 Softworks features and usability ratings that predict user satisfaction
    9.3
    Has the product been a good partner in doing business?
    Average: 8.5
    8.4
    Ease of Admin
    Average: 8.1
    9.1
    Quality of Support
    Average: 8.4
    9.0
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Square 9
    Company Website
    Year Founded
    2006
    HQ Location
    New Haven, CT
    Twitter
    @S9Softworks
    665 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    74 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Managing information can be hard. We make it easy. Square 9 delivers Intelligent Information Management solutions that use generative AI-powered capture to remove the frustration of extracting data

Users
  • Software Developer
Industries
  • Information Technology and Services
  • Computer Software
Market Segment
  • 59% Mid-Market
  • 33% Small-Business
User Sentiment
How are these determined?Information
These insights, currently in beta, are compiled from user reviews and grouped to display a high-level overview of the software.
  • Square 9 is an application that operates with reliability and is used for building flexible and demanding workflows and wicket solutions.
  • Reviewers frequently mention the ease of finding documents, the user-friendly interface, the ability to create and manage unique workflows, and the helpfulness of the support team.
  • Reviewers mentioned challenges with troubleshooting OCR-related issues, a lack of detailed audit logs, gaps in the knowledge of the support team, and difficulties with data retrieval on the database end.
Square 9 Softworks Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
23
Customer Support
16
Organization
14
Document Management
12
Search Functionality
10
Cons
Learning Curve
7
Missing Features
6
Bugs
4
Complexity
4
Inefficient Searching
4
Square 9 Softworks features and usability ratings that predict user satisfaction
9.3
Has the product been a good partner in doing business?
Average: 8.5
8.4
Ease of Admin
Average: 8.1
9.1
Quality of Support
Average: 8.4
9.0
Ease of Use
Average: 8.6
Seller Details
Seller
Square 9
Company Website
Year Founded
2006
HQ Location
New Haven, CT
Twitter
@S9Softworks
665 Twitter followers
LinkedIn® Page
www.linkedin.com
74 employees on LinkedIn®
(113)4.4 out of 5
Optimized for quick response
13th Easiest To Use in Document Management software
Save to My Lists
Entry Level Price:Starting at $10,000.00
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    PairSoft brings together industry-leading products – PaperSave, DocuPeak, WorkPlace, and APRO – to form the strongest procure-to-pay platform for mid-market and enterprise businesses. With PairSof

    Users
    No information available
    Industries
    • Non-Profit Organization Management
    • Accounting
    Market Segment
    • 58% Mid-Market
    • 29% Small-Business
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • PairSoft Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    4
    Efficiency
    4
    Integrations
    4
    Accounting Integration
    3
    Automation
    3
    Cons
    Slow Loading
    2
    Slow Performance
    2
    Efficiency Issues
    1
    Inefficiency
    1
    Inefficient Process Management
    1
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • PairSoft features and usability ratings that predict user satisfaction
    8.7
    Has the product been a good partner in doing business?
    Average: 8.5
    8.1
    Ease of Admin
    Average: 8.1
    8.6
    Quality of Support
    Average: 8.4
    8.8
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    PairSoft
    Company Website
    Year Founded
    1997
    HQ Location
    Miami, FL
    Twitter
    @Paperless_Post
    930 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    182 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

PairSoft brings together industry-leading products – PaperSave, DocuPeak, WorkPlace, and APRO – to form the strongest procure-to-pay platform for mid-market and enterprise businesses. With PairSof

Users
No information available
Industries
  • Non-Profit Organization Management
  • Accounting
Market Segment
  • 58% Mid-Market
  • 29% Small-Business
PairSoft Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
4
Efficiency
4
Integrations
4
Accounting Integration
3
Automation
3
Cons
Slow Loading
2
Slow Performance
2
Efficiency Issues
1
Inefficiency
1
Inefficient Process Management
1
PairSoft features and usability ratings that predict user satisfaction
8.7
Has the product been a good partner in doing business?
Average: 8.5
8.1
Ease of Admin
Average: 8.1
8.6
Quality of Support
Average: 8.4
8.8
Ease of Use
Average: 8.6
Seller Details
Seller
PairSoft
Company Website
Year Founded
1997
HQ Location
Miami, FL
Twitter
@Paperless_Post
930 Twitter followers
LinkedIn® Page
www.linkedin.com
182 employees on LinkedIn®
(3,526)4.6 out of 5
Optimized for quick response
7th Easiest To Use in Document Management software
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20% Off: Starting at $1119.92/year
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

    Users
    • Owner
    • President
    Industries
    • Construction
    • Accounting
    Market Segment
    • 62% Small-Business
    • 23% Mid-Market
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • Foxit PDF Editor Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Ease of Use
    463
    PDF Editing
    303
    Easy Editing
    282
    Features
    270
    Simple
    255
    Cons
    Learning Curve
    79
    Difficulty
    75
    Expensive
    66
    Not-User Friendly
    60
    PDF Issues
    55
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • Foxit PDF Editor features and usability ratings that predict user satisfaction
    9.0
    Has the product been a good partner in doing business?
    Average: 8.5
    8.9
    Ease of Admin
    Average: 8.1
    8.9
    Quality of Support
    Average: 8.4
    9.0
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    Foxit
    Company Website
    Year Founded
    2001
    HQ Location
    Fremont, CA
    Twitter
    @foxitsoftware
    6,228 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    523 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

Founded in 2001, Foxit is a leading provider of innovative PDF and eSignature products and services, helping knowledge workers increase productivity and do more with documents. Foxit combines easy-to-

Users
  • Owner
  • President
Industries
  • Construction
  • Accounting
Market Segment
  • 62% Small-Business
  • 23% Mid-Market
Foxit PDF Editor Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Ease of Use
463
PDF Editing
303
Easy Editing
282
Features
270
Simple
255
Cons
Learning Curve
79
Difficulty
75
Expensive
66
Not-User Friendly
60
PDF Issues
55
Foxit PDF Editor features and usability ratings that predict user satisfaction
9.0
Has the product been a good partner in doing business?
Average: 8.5
8.9
Ease of Admin
Average: 8.1
8.9
Quality of Support
Average: 8.4
9.0
Ease of Use
Average: 8.6
Seller Details
Seller
Foxit
Company Website
Year Founded
2001
HQ Location
Fremont, CA
Twitter
@foxitsoftware
6,228 Twitter followers
LinkedIn® Page
www.linkedin.com
523 employees on LinkedIn®
(28)4.3 out of 5
Optimized for quick response
Save to My Lists
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    VisualVault is a highly-configurable, cloud-based content services platform (CSP) that employs a host of low-code applications and a suite of valuable analytics features. The VisualVault platform is i

    Users
    No information available
    Industries
    • Hospital & Health Care
    Market Segment
    • 54% Mid-Market
    • 29% Enterprise
  • Pros and Cons
    Expand/Collapse Pros and Cons
  • VisualVault Pros and Cons
    How are these determined?Information
    Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
    Pros
    Document Management
    7
    Ease of Use
    7
    Intuitive
    4
    Organization
    4
    Simple
    4
    Cons
    Complexity
    3
    Learning Curve
    3
    Learning Difficulty
    3
    Performance Issues
    3
    Difficult Setup
    2
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • VisualVault features and usability ratings that predict user satisfaction
    8.9
    Has the product been a good partner in doing business?
    Average: 8.5
    8.4
    Ease of Admin
    Average: 8.1
    9.0
    Quality of Support
    Average: 8.4
    8.6
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Company Website
    Year Founded
    2003
    HQ Location
    Tempe, AZ
    Twitter
    @VisualVaultORC
    152 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    65 employees on LinkedIn®
Product Description
How are these determined?Information
This description is provided by the seller.

VisualVault is a highly-configurable, cloud-based content services platform (CSP) that employs a host of low-code applications and a suite of valuable analytics features. The VisualVault platform is i

Users
No information available
Industries
  • Hospital & Health Care
Market Segment
  • 54% Mid-Market
  • 29% Enterprise
VisualVault Pros and Cons
How are these determined?Information
Pros and Cons are compiled from review feedback and grouped into themes to provide an easy-to-understand summary of user reviews.
Pros
Document Management
7
Ease of Use
7
Intuitive
4
Organization
4
Simple
4
Cons
Complexity
3
Learning Curve
3
Learning Difficulty
3
Performance Issues
3
Difficult Setup
2
VisualVault features and usability ratings that predict user satisfaction
8.9
Has the product been a good partner in doing business?
Average: 8.5
8.4
Ease of Admin
Average: 8.1
9.0
Quality of Support
Average: 8.4
8.6
Ease of Use
Average: 8.6
Seller Details
Company Website
Year Founded
2003
HQ Location
Tempe, AZ
Twitter
@VisualVaultORC
152 Twitter followers
LinkedIn® Page
www.linkedin.com
65 employees on LinkedIn®
  • Overview
    Expand/Collapse Overview
  • Product Description
    How are these determined?Information
    This description is provided by the seller.

    IBM® FileNet® Content Manager, recognized by Gartner as a "Leader" in the Magic Quadrant for Content Services Platforms for 2018, is an industry leading Enterprise Content Management (ECM) solution. F

    Users
    No information available
    Industries
    • Information Technology and Services
    • Insurance
    Market Segment
    • 68% Enterprise
    • 24% Mid-Market
  • User Satisfaction
    Expand/Collapse User Satisfaction
  • IBM FileNet Content Manager features and usability ratings that predict user satisfaction
    7.8
    Has the product been a good partner in doing business?
    Average: 8.5
    7.0
    Ease of Admin
    Average: 8.1
    7.8
    Quality of Support
    Average: 8.4
    7.4
    Ease of Use
    Average: 8.6
  • Seller Details
    Expand/Collapse Seller Details
  • Seller Details
    Seller
    IBM
    Year Founded
    1911
    HQ Location
    Armonk, NY
    Twitter
    @IBM
    708,950 Twitter followers
    LinkedIn® Page
    www.linkedin.com
    339,241 employees on LinkedIn®
    Ownership
    SWX:IBM
Product Description
How are these determined?Information
This description is provided by the seller.

IBM® FileNet® Content Manager, recognized by Gartner as a "Leader" in the Magic Quadrant for Content Services Platforms for 2018, is an industry leading Enterprise Content Management (ECM) solution. F

Users
No information available
Industries
  • Information Technology and Services
  • Insurance
Market Segment
  • 68% Enterprise
  • 24% Mid-Market
IBM FileNet Content Manager features and usability ratings that predict user satisfaction
7.8
Has the product been a good partner in doing business?
Average: 8.5
7.0
Ease of Admin
Average: 8.1
7.8
Quality of Support
Average: 8.4
7.4
Ease of Use
Average: 8.6
Seller Details
Seller
IBM
Year Founded
1911
HQ Location
Armonk, NY
Twitter
@IBM
708,950 Twitter followers
LinkedIn® Page
www.linkedin.com
339,241 employees on LinkedIn®
Ownership
SWX:IBM

Frequently asked questions about Document Management Software

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