Best Document Management Software - Page 2

How Many Document Management Software Products Does G2 Track?

Total Products under this Category: 750

Category Stats (Oct 2026)

  • Average Rating: 4.44/5 (↑0.01 vs Sep 2026) The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Nectain (+2.02%) - Among all products in this category, Nectain recorded the largest rating increase compared to last month

Last updated: October 26, 2026

How Does G2 Rank Document Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 26,700+ Authentic Reviews
  • 750+ Products
  • Unbiased Rankings

G2's software rankings are built on verified user reviews, rigorous moderation, and a consistent research methodology maintained by a team of analysts and data experts. Each product is measured using the same transparent criteria, with no paid placement or vendor influence. While reviews reflect real user experiences, which can be subjective, they offer valuable insight into how software performs in the hands of professionals. Together, these inputs power the G2 Score, a standardized way to compare tools within every category.

G2 Grid® for Document Management Software

G2 Grid® for Document Management Software plotting products by satisfaction and market presence

Highlighted products: Autodesk Forma (formerly Autodesk Construction Cloud), PandaDoc, Foxit PDF Editor, Laserfiche, Zoho WorkDrive, Proton Drive For Business, Qualio, and Seismic Enablement Cloud.

Underlying data: [Grid® JSON](https://www.g2.com/categories/document-management/grids.json?focus%5B%5D=autodesk-forma-formerly-autodesk-construction-cloud&focus%5B%5D=pandadoc&focus%5B%5D=foxit-pdf-editor&focus%5B%5D=laserfiche&focus%5B%5D=zoho-workdrive&focus%5B%5D=proton-drive-for-business&focus%5B%5D=qualio&focus%5B%5D=seismic-enablement-cloud)

DocuWare

DocuWare is a comprehensive document management and workflow automation solution designed to streamline business processes by enabling organizations to securely store, manage, and share documents across various formats and sources. Whether operating from the office, home, or on the go, DocuWare facilitates efficient document handling and approval processes through automated workflows, available in both on-premise and cloud configurations. Key Features and Functionality: - Document Management: Centralized storage of documents, ensuring they are accessible, secure, and compliant. - Automated Workflows: Simplification of approvals and document processing, reducing manual tasks and accelerating business operations. - AI-Powered Data Processing: Utilization of Intelligent Document Processing (IDP) to extract and process complex, unstructured data efficiently, even from handwritten or degraded documents. - Remote Accessibility: Secure access to documents and workflows from any device with internet connectivity, supporting distributed and remote teams. - Integration Capabilities: Seamless integration with various applications, enhancing existing business systems and workflows. Primary Value and Solutions Provided: DocuWare addresses the challenges of manual document handling and inefficient workflows by automating and digitizing these processes. This leads to increased productivity, as teams can quickly find and retrieve documents, focus on strategic initiatives, and respond promptly to customer and business needs. By reducing manual tasks, organizations can enhance efficiency, ensure data security, and maintain compliance with regulatory standards. Ultimately, DocuWare empowers businesses to be more agile and competitive in their respective industries.

Average Rating: 4.3/5.0

Total Reviews: 26

How Do G2 Users Rate DocuWare?

  • Has the product been a good partner in doing business?: 4.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 5.8/10 (Category avg: 8.4/10)
  • Quality of Support: 7.9/10 (Category avg: 8.6/10)
  • Ease of Use: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind DocuWare?

  • Seller: Ricoh USA, Inc
  • Year Founded: 1962
  • HQ Location: New Delhi, India
  • Twitter: @RicohIDC
    111 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    18,340 employees on LinkedIn®
  • Ownership: BSE: 517496

Who Uses This Product?

  • Company Size: 50% Small, 43% Medium

What Do G2 Reviewers Say About DocuWare?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of DocuWare, allowing quick access to documents and efficient data management.
  • Users praise the intelligent data management of DocuWare, enhancing productivity with its advanced recognition and automation features.
  • Users find the collaboration features of RicohDocs greatly enhance teamwork and productivity within their organizations.
  • Users appreciate the easy access of DocuWare, enhancing efficiency with a user-friendly interface and seamless integration.
  • Users find the easy implementation of DocuWare seamless, significantly improving access and efficiency in document management.
Cons
  • Users find the cost issues of DocuWare to be a bit high, impacting their overall satisfaction.
  • Users find the learning curve challenging, making onboarding difficult for those unfamiliar with the system.
  • Users find the training required for DocuWare to be a significant challenge, hindering smooth onboarding and usage.
  • Users find that mastering difficult learning aspects like indexing, workflows, and configuration requires significant time investment.
  • Users find the cost of DocuWare a bit high, which may be a barrier for some potential customers.

What Are Recent G2 Reviews of DocuWare?

What Are G2 Users Discussing About DocuWare?

Digify

Digify is an award-winning cloud-based document security and data room software that gives you full control, protection and tracking over your documents. It is an all-in-one integrated solution combining document access control, advanced encryption, file analytics, print and download permissions and customizable watermarks. Companies use Digify to protect confidential information for fundraising and due diligence, protecting intellectual property, and safeguarding sensitive communications. Digify is the winner of the top security innovation competition RSA Innovation Sandbox.

Average Rating: 4.6/5.0

Total Reviews: 106

How Do G2 Users Rate Digify?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.5/10 (Category avg: 8.4/10)
  • Quality of Support: 9.3/10 (Category avg: 8.6/10)
  • Ease of Use: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Digify?

  • Seller: Digify Inc
  • Company Website:
  • Year Founded: 2011
  • HQ Location: Singapore, Singapore
  • Twitter: @Digify
    291 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 50% Small, 37% Medium

What Do G2 Reviewers Say About Digify?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the simple interface of Digify, making document sharing and tracking effortlessly secure.
  • Users value the document security features of Digify, enhancing protection through watermarking and screenshot prevention.
  • Users value the document security features of Digify, ensuring safe sharing through watermarking and screenshot protection.
  • Users appreciate the ease of use in Digify, enabling secure document sharing and comprehensive tracking effortlessly.
  • Users value the ease of sharing documents with Digify due to its simple and secure interface.
Cons
  • Users note that file management can feel clunky, especially during uploads and organization actions within data rooms.
  • Users find Digify's poor UI design outdated and cumbersome, requiring excessive clicks for simple tasks.
  • Users find Digify's pricing to be expensive, particularly challenging for smaller teams with limited budgets.
  • Users experience slow performance when uploading large files, affecting overall satisfaction with the Digify platform.

What Are Recent G2 Reviews of Digify?

What Are G2 Users Discussing About Digify?

Clinked

Clinked is a secure, cloud-based client portal and virtual data room that gives teams, clients, and external stakeholders one place to work together without relying on endless email chains, scattered file-sharing links, or disconnected tools. Instead of hunting through inboxes for the latest document, approval, or update, everyone works from the same branded workspace with access to the information relevant to them. Used by organisations across professional services, legal, finance, healthcare, government organisations and other high-trust industries, Clinked helps businesses manage sensitive documents, client communication, projects, and approvals in a secure environment. Whether you're onboarding clients, managing ongoing projects, coordinating due diligence, or sharing confidential information, Clinked brings files, conversations, tasks, and updates together in a single location. Organisations can choose from a range of solutions, including a branded client portal, a fully customised portal experience, or a virtual data room designed for confidential transactions and document-heavy projects. This flexibility allows teams to create an experience that matches both their workflow and their clients' expectations. One of Clinked's defining features is its extensive white-label capability. Businesses can customise portals with their own logos, colours, domains, email templates, and branding elements, creating an experience that feels like a natural extension of their company. Clients interact with your brand, not a third-party platform. Branded mobile apps for iOS and Android further extend that experience beyond the desktop. Clinked is built around reducing the friction that often comes with client work. Instead of sharing files through email, discussing them in separate chat tools, and tracking progress elsewhere, teams can manage documents, conversations, tasks, approvals, events, and project activity in one place. Activity feeds and dashboards provide visibility into what has changed, while task management tools help teams assign responsibilities, track progress, and keep projects moving forward. Document management is a core strength of the platform. Teams can organize files with granular permission controls, version tracking, audit trails, approvals, and secure sharing. Users can quickly find information through intelligent search tools and structured workspaces, while document previews, annotations, and comments make collaboration easier without requiring downloads or lengthy email exchanges. Security remains central to everything Clinked offers. The platform is ISO 27001 certified and protects data through bank-grade encryption, detailed permission controls, two-factor authentication, audit logs, and secure infrastructure. These safeguards make it well suited for organizations handling confidential information, regulated data, or client records where visibility and accountability matter. Clinked also connects with widely used business tools including Zapier, Google Workspace, Microsoft 365, DocuSign, Jotform, and many other third-party applications. Through integrations, APIs, and automation capabilities, organizations can connect Clinked to existing workflows while keeping client-facing collaboration in a secure, branded environment. For organizations looking to reduce email dependency, improve visibility across projects, and provide a more professional experience for clients, Clinked offers a practical alternative to juggling multiple systems. It combines secure document management, communication, project coordination, and branding flexibility in a single platform designed around how modern client work actually happens.

Average Rating: 4.8/5.0

Total Reviews: 143

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How Do G2 Users Rate Clinked?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.6/10 (Category avg: 8.4/10)
  • Quality of Support: 9.7/10 (Category avg: 8.6/10)
  • Ease of Use: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Clinked?

  • Seller: Clinked
  • Company Website:
  • Year Founded: 2008
  • HQ Location: Cambridge, UK
  • Twitter: @clinked
    1,295 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 66% Small, 25% Medium

What Do G2 Reviewers Say About Clinked?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Clinked, finding it quick and simple for document sharing with clients.
  • Users value the easy collaboration features of Clinked, enhancing organization and streamlining communication across projects.
  • Users value the seamless team collaboration in Clinked, enhancing communication and project management efficiency.
  • Users find sharing ease with Clinked beneficial, streamlining collaboration and reducing email overload for project updates.
  • Users value the ease of document sharing in Clinked, finding it quick and efficient for client interactions.
Cons
  • Users find the limited customization options in Clinked restrict their ability to personalize their workspaces effectively.
  • Users face integration issues with Clinked, though prompt customer support helps mitigate some challenges.
  • Users find the learning curve steep, requiring extra time and support to become comfortable with Clinked's functionalities.
  • Users find the missing features in Clinked, such as enhanced chat and email syncing, limit its all-in-one potential.
  • Users experience occasional slow performance when uploading large files, impacting the overall efficiency of Clinked.

What Are Recent G2 Reviews of Clinked?

What Are G2 Users Discussing About Clinked?

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XfilesPro

Managing documents in Salesforce shouldn’t be challenging - it should be seamless, scalable, and efficient. Yet, many businesses struggle with limited storage, scattered file management, slow document workflows, and security concerns. That’s why 1,000+ Salesforce customers across multiple industries trust XfilesPro to revolutionize their document management. With an advanced document management platform, XfilesPro solves complex document challenges in Salesforce, including storage, collaboration, security, and lifecycle management. Salesforce File Storage Management: Free up Salesforce file storage space by automatically moving files to SharePoint, OneDrive, Google Drive, and AWS S3 - without losing accessibility. Document Security & Collaboration: Secure all your business documents with role-based access controls, audit logs, and sharing restrictions. Enhance document collaboration & accessibility with document folders, easy sharing, syncing, tagging, versioning, etc. Effortless Document Generation: Automate document creation within Salesforce along with complete lifecycle management, ensuring faster processing, accuracy, and consistency. With AI-powered capabilities, feature-rich applications, and top-tier customer support, XfilesPro ensures that your document management isn’t just efficient - it’s a competitive advantage. Let’s transform how you handle documents in Salesforce. XfilesPro isn’t just about documents - we offer a complete data management suite for Salesforce and other AI-powered applications. Explore other XfilesPro products: ✔ DataArchiva Archive - Compliant & cost-effective data archiving (native & external cloud) ✔ DataArchiva Backup - Automated data, metadata, file backup (external cloud) ✔ Xmailbox - Virtual mailbox for Salesforce, powered by AI ✔ Xtract - Effortless data extraction & OCR app, powered by AI More info: www.xfilespro.com

Average Rating: 4.8/5.0

Total Reviews: 72

How Do G2 Users Rate XfilesPro?

  • Has the product been a good partner in doing business?: 9.7/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.1/10 (Category avg: 8.4/10)
  • Quality of Support: 9.8/10 (Category avg: 8.6/10)
  • Ease of Use: 9.3/10 (Category avg: 8.7/10)

Who Is the Company Behind XfilesPro?

  • Seller: XfilesPro Labs
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Bangalore, IN
  • Twitter: @xfiles_pro
    709 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Financial Services, Insurance
  • Company Size: 31% Small, 21% Medium

What Do G2 Reviewers Say About XfilesPro?

AI-generated summary from verified user reviews

Pros
  • Users commend the instantly responsive customer support of XfilesPro, enhancing their implementation and overall user experience.
  • Users find XfilesPro to be user-friendly and straightforward, allowing quick file access and seamless integration with Salesforce.
  • Users appreciate the easy setup of XfilesPro, making it quick and hassle-free to integrate with systems.
  • Users appreciate the easy integration of XFilesPro with Salesforce and Sharepoint, enhancing their document management experience.
  • Users highlight the reliability of XfilesPro, consistently praising its efficient performance and excellent support team.
Cons
  • Users face access limitations due to Salesforce's storage restrictions, making third-party products necessary for smoother operations.
  • Users face difficult editing due to access limitations, requiring them to switch between Salesforce and SharePoint.
  • Users find the difficult setup challenging without IT experience, though support helps mitigate the issues.
  • Users find the documentation hard to access and suggest improvements for better usability and online availability.
  • Users find the lack of guidance challenging, especially regarding setup and Azure permissions without IT expertise.

What Are Recent G2 Reviews of XfilesPro?

What Are G2 Users Discussing About XfilesPro?

IBM FileNet Content Manager

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. FileNet Content Manager provides organizations with flexible container based deployment options, enhanced security capabilities such as role based redaction, together with automation and collaboration capabilities required to improve the customer experience and employee productivity. IBM FileNet Content Manager provides clients with simple, affordable, enterprise-scale content collaboration, document management and processing capabilities to meet today's mobile, social, cloud and digital transformation demands. Enterprises have the flexibility to deploy IBM's FileNet Content Manager solution on-premises, in the cloud, or in a hybrid configuration enabling organizations to locate content where it best suits their needs. With secure unified access to a variety of content sources, including audio and video, from anywhere, on any device, clients benefit from increased user productivity and efficiency. An intuitive user experience enables you to quickly find, add, edit, tag, annotate and collaborate on content from desktop, web and mobile devices. With External Share you can securely share, track and collaborate on content across and beyond your enterprise - with customers, suppliers and partners. IBM FileNet Content Manager seamlessly integrates content with line of business applications to drive decision making and help unlock business insights required to respond to changing customer demands, market shifts and competitive threats, and to drive increased sales, revenue and market share. Content management services and solutions from IBM support your digital transformation and help you build an automated enterprise that is agile, efficient and competitive.

Average Rating: 4.0/5.0

Total Reviews: 110

How Do G2 Users Rate IBM FileNet Content Manager?

  • Has the product been a good partner in doing business?: 7.8/10 (Category avg: 8.8/10)
  • Ease of Admin: 7.0/10 (Category avg: 8.4/10)
  • Quality of Support: 7.8/10 (Category avg: 8.6/10)
  • Ease of Use: 7.4/10 (Category avg: 8.7/10)

Who Is the Company Behind IBM FileNet Content Manager?

  • Seller: IBM
  • Year Founded: 1911
  • HQ Location: Armonk, New York, United States
  • Twitter: @IBMSecurity
    74,660 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM

Who Uses This Product?

  • Top Industries: Information Technology and Services, Insurance
  • Company Size: 68% Large, 24% Medium

What Are Recent G2 Reviews of IBM FileNet Content Manager?

What Are G2 Users Discussing About IBM FileNet Content Manager?

Hyland OnBase

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 integrations and connectors to core industry LOBs such as Epic and Workday, supporting critical content and process solutions. With repeatable industry solutions, OnBase provides the capability to intelligently automate your business processes so your team can focus on higher value work without the need to build costly customized solutions. With business ownership of solutions, OnBase enables expansion beyond IT, delivering faster ROI. OnBase speeds up processes and reduces costs by capturing important information into a single system so you can manage data, documents and processes. Workflow can be configured to address your departmental, industry and enterprise challenges. Organizations also benefit from low-code application development and a range of multichannel capture options. OnBase can integrate with your existing systems and provide instant access to everyone who needs it, giving visibility into your processes and system performance while securely storing, protecting and expunging your content.

Average Rating: 4.4/5.0

Total Reviews: 310

How Do G2 Users Rate Hyland OnBase?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.4/10)
  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Hyland OnBase?

  • Seller: Hyland
  • Company Website:
  • Year Founded: 1991
  • HQ Location: Westlake, OH
  • Twitter: @Hyland
    13,165 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,396 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Government Administration, Higher Education
  • Company Size: 51% Large, 43% Medium

What Do G2 Reviewers Say About Hyland OnBase?

AI-generated summary from verified user reviews

Pros
  • Users value the intuitive use of Hyland OnBase, appreciating its powerful document categorization and scalability.
  • Users appreciate the powerful document management capabilities of Hyland OnBase for its ease of cross-referencing and categorization.
  • Users value the seamless integration with geographic systems and appreciate the powerful, user-friendly document management features.
  • Users value the customization capabilities of OnBase, enhancing document management and streamlining business processes effectively.
  • Users appreciate the user-friendly interface of Hyland OnBase, making training and workflow management seamless and simple.
Cons
  • Users note missing features in on-premise implementations, hindering functionality and support in comparison to cloud solutions.
  • Users report update issues post-upgrade, particularly with document locking, causing significant administrative challenges and delays.
  • Users report poor customer support for Hyland OnBase, with unanswered questions and frustrating reliance on premium resources.
  • Users report persistent technical issues after upgrades, particularly with document locking and overall stability.
  • Users find the learning curve quite steep, requiring significant training to effectively manage documents and workflows.

What Are Recent G2 Reviews of Hyland OnBase?

What Are G2 Users Discussing About Hyland OnBase?

Summize

As a Contract Lifecycle Management (CLM) solution, Summize is the AI contracting layer that powers the business with embedded knowledge in the tools where work happens. At its core is the contract operations layer, which manages the full lifecycle - intake, generation, review, collaboration and storage - all in one connected journey. Built on top is the agentic activation layer, which transforms contract data into actionable business intelligence. By embedding directly into Outlook, Teams, Slack, Gmail, Salesforce, and HubSpot, Summize meets teams where they already work, driving adoption across the business while giving legal teams the control, structure and efficiency they need.

Average Rating: 4.7/5.0

Total Reviews: 114

How Do G2 Users Rate Summize?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.4/10)
  • Quality of Support: 9.7/10 (Category avg: 8.6/10)
  • Ease of Use: 8.9/10 (Category avg: 8.7/10)

Who Is the Company Behind Summize?

  • Seller: Summize
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Manchester, GB
  • LinkedIn® Page: www.linkedin.com
    119 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Legal Counsel, General Counsel
  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 64% Medium, 20% Large

What Do G2 Reviewers Say About Summize?

AI-generated summary from verified user reviews

Pros
  • Users find Summize exceptionally user-friendly, enhancing efficiency in contract workflows and collaboration for both teams.
  • Users appreciate the responsive customer support from the Summize team, ensuring satisfaction and effective communication.
  • Users value Summize for its efficient contract review and customizable workflows, enhancing both speed and compliance in processes.
  • Users commend the implementation ease of Summize, finding it seamlessly integrates into their daily operations.
  • Users commend the excellent integrations with Microsoft, enhancing efficiency while allowing seamless workflows within existing systems.
Cons
  • Users express a need for limited customization options, particularly for the user interface and task management features.
  • Users note missing features like robust reporting, enhanced integrations, and more customization options for improved usability.
  • Users find the learning curve steep, especially for non-tech savvy individuals, but it becomes manageable with practice.
  • Users experience complex workflows in Summize, making the process cumbersome and less efficient with inconsistent features.
  • Users note that repository limitations and workflow challenges hinder the efficiency of Summize for document management.

What Are Recent G2 Reviews of Summize?

What Are G2 Users Discussing About Summize?

Kivo

Kivo is building the infrastructure for GxP compliance in the era of AI-powered drug development. Its unified cloud platform supports Regulatory, Clinical, and Quality operations — including RIM, eTMF, QMS, controlled document management, submission assembly, eCTD lifecycle management, inspection readiness, SOP management, and training management — within a single, audit-ready environment. With Part 11-compliant e-signatures, role-based permissions, continuous validation assurance, and a lossless data model that preserves context from legacy systems, Kivo gives life sciences teams the compliant foundation to reduce operational friction and accelerate time to market. ▶ For Regulatory • Customizable, automatic authoring, review, QC, and approval workflows • Real-time collaboration online or locally in Office 365 • Smart document placeholders, with pre-formatted ICH templates available • Assemble submissions from pre-built submission structures aligned to country guidelines • Create automated tracking spreadsheets for external publishing groups ▶ For Quality • Controlled document and SOP management that meets GxP standards • Training management linked directly to documents in the DMS • Build curricula for teams or individual users with documents, videos, and quizzes • Auto-fill quality forms with metadata • Manage change controls, CAPAs, Deviations, Audits, and Vendors ▶ For Clinical • Workflows mapped to the TMF reference model • Accelerate active trial management, from study start up and beyond • Migrate TMFs into the system in weeks, including recompiled audit trails • Real-time reporting into TMF completeness • Long-term TMF storage at a fraction of the typical cost, with automatic checksums to ensure data integrity • Separate inspector access to help streamline your trial narrative

Average Rating: 4.9/5.0

Total Reviews: 23

How Do G2 Users Rate Kivo?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.4/10 (Category avg: 8.4/10)
  • Quality of Support: 9.7/10 (Category avg: 8.6/10)
  • Ease of Use: 9.7/10 (Category avg: 8.7/10)

Who Is the Company Behind Kivo?

  • Seller: Kivo
  • Company Website:
  • Year Founded: 2021
  • HQ Location: Portland, US
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Biotechnology, Pharmaceuticals
  • Company Size: 65% Small, 35% Medium

What Do G2 Reviewers Say About Kivo?

AI-generated summary from verified user reviews

Pros
  • Users highlight the ease of use of Kivo, enjoying its intuitive design and straightforward implementation.
  • Users value the implementation ease of Kivo, appreciating its simplicity and responsive support for rapid setup.
  • Users recognize Kivo's intuitive user interface and seamless organization, facilitating easy navigation and minimal learning curve.
  • Users praise Kivo's excellent customer support, highlighting their responsiveness and commitment to client success throughout the process.
  • Users commend Kivo for its easy customization, enabling tailored functions and efficient collaboration across teams.
Cons
  • Users find feature limitations in Kivo, particularly with incomplete tools like electronic signatures needing workarounds.
  • Users find the missing features like electronic signatures incomplete, often needing workarounds for functionality.
  • Users find the navigation confusing, which complicates their ability to use Kivo effectively.

What Are Recent G2 Reviews of Kivo?

CloudFiles

CloudFiles is document automation for Salesforce. It manages, generates, shares and processes the documents a business runs on, directly from the Salesforce record, while the files stay in the customer’s own storage. CloudFiles Document Management connects Salesforce records to Microsoft SharePoint, Google Drive, Microsoft OneDrive, Amazon S3, Dropbox and Box. Every record gets its own folder, built from a structure and naming rules set once, and files are shared externally through links that expire, can require a password, and track opens and downloads. CloudFiles Document Generation produces agreements, proposals, quotes and onboarding forms from live Salesforce data in Word, Excel, PowerPoint and PDF templates, sends them for e-signature, and files the signed copy back to storage automatically. CloudFiles Document AI runs document processes end to end inside Salesforce. It reads, classifies and splits incoming documents, routes each one by what it turns out to be, matches it to the right record, files it where it belongs, and holds anything that needs sign-off for review, with every step audited. CloudFiles is built for Salesforce admins, RevOps teams, and IT and operations leaders, who configure it with flows, widgets and custom actions inside Salesforce. Teams use it for client onboarding, loan processing, document verification, intake forms and secure datarooms. CloudFiles is independently audited for SOC 2 Type II, certified to ISO 27001, ISO 27017 and ISO 27018, and compliant with HIPAA and GDPR. Data residency is available in the US, EU, UK and AU. Files stay in the customer’s own storage and are never used to train AI models. CloudFiles is used by teams in financial services, healthcare, insurance, legal, real estate, technology and professional services, and is also available natively on HubSpot.

Average Rating: 4.5/5.0

Total Reviews: 217

How Do G2 Users Rate CloudFiles?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.4/10)
  • Quality of Support: 8.8/10 (Category avg: 8.6/10)
  • Ease of Use: 9.1/10 (Category avg: 8.7/10)

Who Is the Company Behind CloudFiles?

  • Seller: CloudFiles
  • Year Founded: 2021
  • HQ Location: Fremont, US
  • Twitter: @cloudfilesapp
    54 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®
  • Ownership: Venture-backed

Who Uses This Product?

  • Who Uses This: Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 43% Small, 30% Medium

What Do G2 Reviewers Say About CloudFiles?

AI-generated summary from verified user reviews

Pros
  • Users enjoy the ease of use of CloudFiles, praising its seamless setup and centralized file management.
  • Users value the robust security of CloudFiles, ensuring their sensitive files remain safe and compliant while being easily accessible.
  • Users value the efficient cloud storage of CloudFiles, allowing seamless access and management of documents across platforms.
  • Users love the easy access to files from anywhere with an internet connection, enhancing convenience and productivity.
  • Users appreciate the easy setup of CloudFiles, finding it user-friendly and efficient for daily file management.
Cons
  • Users have noted the slow loading times for downloads and uploads, impacting their overall experience with CloudFiles.
  • Users find that the training required for CloudFiles can slow down initial usage and frustrate new members.
  • Users desire limited customization options in CloudFiles, wishing for features like custom tags and color coding.
  • Users experience slow performance with CloudFiles, noting glitches and delays in response time during specific actions.
  • Users often face slow upload speeds with CloudFiles, leading to a frustrating and time-consuming experience.

What Are Recent G2 Reviews of CloudFiles?

What Are G2 Users Discussing About CloudFiles?

NetDocuments

NetDocuments is a cloud-native document management system built for legal professionals who need secure, intelligent, and connected ways to manage their work. Trusted by law firms, corporate legal departments, and public-sector organizations, NetDocuments goes beyond document storage to serve as the central platform where legal work happens. It brings together content, workflows, collaboration, and AI in a single governed environment—helping teams work more efficiently while maintaining strict security, compliance, and auditability. With built-in AI capabilities like intelligent search, automated profiling, and workflow automation, NetDocuments helps legal teams surface insight faster, reduce administrative effort, and apply their expertise where it matters most. Deep integrations with Microsoft 365 and other legal technologies ensure professionals can work seamlessly in the tools they already use — without sacrificing control or governance. NetDocuments is designed to scale with organizations of any size, providing a secure foundation for intelligent legal work today and in the future.

Average Rating: 3.9/5.0

Total Reviews: 37

How Do G2 Users Rate NetDocuments?

  • Has the product been a good partner in doing business?: 8.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 7.6/10 (Category avg: 8.4/10)
  • Quality of Support: 7.7/10 (Category avg: 8.6/10)
  • Ease of Use: 8.0/10 (Category avg: 8.7/10)

Who Is the Company Behind NetDocuments?

  • Seller: NetDocuments
  • Company Website:
  • Year Founded: 1998
  • HQ Location: Lehi, UT
  • Twitter: @netdocuments
    6,598 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    578 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Paralegal
  • Top Industries: Law Practice, Legal Services
  • Company Size: 45% Medium, 45% Small

What Do G2 Reviewers Say About NetDocuments?

AI-generated summary from verified user reviews

Pros
  • Users value the efficient document management features of NetDocuments, such as effective search and easy downloads.
  • Users find the ease of creation in NetDocuments enhances workflow with simple saving and downloading of documents.
  • Users find NetDocuments easy to use, especially appreciating the effective search and document handling features.
  • Users find the easy upload process in NetDocuments convenient, enhancing their document management experience.
  • Users find NetDocuments intuitive and easy to navigate, enhancing their overall experience with effective features.
Cons
  • Users report multiple billing issues with NetDocuments, including unexpected costs and inadequate support for setup and storage.
  • Users express concerns over cost increases due to inadequate sub-folder setups and unexpected storage fees.
  • Users find the document management setup cumbersome and feel it lacks adequate support and customization options.
  • Users struggle with email integration, finding setup cumbersome and lacking essential features compared to previous systems.
  • Users express concerns about the expensive nature of NetDocuments, especially regarding storage and setup costs.

What Are Recent G2 Reviews of NetDocuments?

What Are G2 Users Discussing About NetDocuments?

Hyland Perceptive Content

Perceptive Content is a scalable content services platform that manages the entire content lifecycle, from capture to disposition. Flexible functionality across multiple business applications, integration with virtually any business application and a simple-to-use interface help Perceptive Content transform internal processes and the customer experience.

Average Rating: 4.1/5.0

Total Reviews: 41

How Do G2 Users Rate Hyland Perceptive Content?

  • Has the product been a good partner in doing business?: 8.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.1/10 (Category avg: 8.4/10)
  • Quality of Support: 7.5/10 (Category avg: 8.6/10)
  • Ease of Use: 8.3/10 (Category avg: 8.7/10)

Who Is the Company Behind Hyland Perceptive Content?

  • Seller: Hyland
  • Year Founded: 1991
  • HQ Location: Westlake, OH
  • Twitter: @Hyland
    13,165 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    4,396 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Higher Education, Hospital & Health Care
  • Company Size: 52% Large, 50% Medium

What Do G2 Reviewers Say About Hyland Perceptive Content?

AI-generated summary from verified user reviews

Pros
  • Users find Hyland Perceptive Content easy to use, appreciating its seamless document search and robust capabilities.
  • Users value the customization and additional features available with Hyland Perceptive Content, enhancing usability significantly.
  • Users appreciate the intuitive and user-friendly web interface of Hyland Perceptive Content, enhancing their overall experience.
  • Users appreciate the effective workflow management capabilities of Hyland Perceptive Content, enhancing document routing and automation.
  • Users praise the workflow automation capabilities of Hyland Perceptive Content, enhancing efficiency and productivity in document management.
Cons
  • Users find the difficult learning curve of Hyland Perceptive Content to be overwhelming and time-consuming.
  • Users find document management frustrating, struggling to sift through outdated documents without clarity on their validity.
  • Users face issues with email functionalities, seeking better customization and modern features in Hyland Perceptive Content.
  • Users find the inefficient searching of Hyland Perceptive Content frustrating, emphasizing the need for improved indexing.
  • Users often face integration issues when trying to connect various scanners to Hyland Perceptive Content.

What Are Recent G2 Reviews of Hyland Perceptive Content?

What Are G2 Users Discussing About Hyland Perceptive Content?

SlideHub

SlideHub is sales content management for companies that sell using Microsoft 365. It is designed for B2B organizations where customer-facing content is central to the sales process and where maintaining a large, distributed content library has become difficult. In many companies, approved material is spread across SharePoint, Teams folders, local files, old presentations and multiple versions of the same asset. Updates are slow to reach the people who need them, teams rebuild material they cannot find, and content owners have limited visibility into what is actually used. SlideHub provides one governed place to maintain slides, presentations, documents, PDFs, images, icons and text snippets. Content owners can update and manage the library centrally. Teams can find current material inside PowerPoint, Word, Excel and Outlook, then tailor it without starting from scratch or changing what should remain approved. The workflow continues after content is created. Teams can share customer-ready material through secure links and see how recipients engage. Internal usage and search data show what people reuse, ignore or cannot find, helping content owners decide what to promote, improve, create or retire. When content is missing, SlideHub helps users build on an existing brand foundation, automate repeatable presentations and documents, or create new slides with AI using approved templates and company material. SlideHub's difference is the combination: deep content maintenance, governed customization, Microsoft 365 availability, secure sharing and insight in one simple experience. The result is content that is easier to keep current, easier to use and easier to improve over time.

Average Rating: 4.9/5.0

Total Reviews: 56

How Do G2 Users Rate SlideHub?

  • Has the product been a good partner in doing business?: 10.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.9/10 (Category avg: 8.4/10)
  • Quality of Support: 9.9/10 (Category avg: 8.6/10)
  • Ease of Use: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind SlideHub?

  • Seller: SlideHub
  • Company Website:
  • Year Founded: 2016
  • HQ Location: Copenhagen K, Denmark
  • LinkedIn® Page: www.linkedin.com
    76 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 26% Small, 19% Medium

What Do G2 Reviewers Say About SlideHub?

AI-generated summary from verified user reviews

Pros
  • Users find SlideHub's ease of use exceptional, significantly streamlining presentation creation and asset management.
  • Users commend the responsive customer support at SlideHub, noting quick assistance and effective problem resolution.
  • Users love the easy-to-use templates and organizational tools that save time and enhance presentation quality.
  • Users value the time-saving features of SlideHub, simplifying the creation and management of presentations significantly.
  • Users find the interface easy to use, enhancing productivity and simplifying the management of presentations.
Cons
  • Users note feature limitations, including lack of AI functionality and improved template identification, affecting usability.
  • Users find several missing features in SlideHub, including AI functionality and a drag/drop upload option.
  • Users find the tagging and mapping convention confusing, affecting their overall experience with SlideHub.
  • Users desire more customization options in SlideHub to enhance design flexibility and improve workflow efficiency.
  • Users find search issues frustrating, especially with tagging confusion and limitations in visual element searches.

What Are Recent G2 Reviews of SlideHub?

What Are G2 Users Discussing About SlideHub?

Document Management System

Cordis' Document Management System (DMS) is a comprehensive digital solution designed to streamline the creation, storage, and management of business documents. By digitizing document handling processes, it reduces reliance on paper, minimizes costs, and enhances operational efficiency. The system ensures secure access to documents from any location, facilitating seamless collaboration and real-time updates. Key Features: - Version Control: Maintains and updates archive files, ensuring that the most recent versions are always accessible. - Electronic Signature: Enables users to sign documents electronically, allowing for approvals and authorizations from any location. - Data Security: Implements robust security measures to protect sensitive information, mitigating risks associated with digital operations. - Sharing and Collaboration: Facilitates effortless sharing of project files among team members, promoting collaborative work environments. - Scanning and OCR: Converts physical documents into digital formats using Optical Character Recognition, making archived materials easily searchable. - Workflow Automation: Automates document routing through organizational hierarchies, ensuring timely reviews and approvals. - Manage and Direct: Offers configurable options to organize documents into sections and folders, simplifying navigation for users. Primary Value and Solutions: The Document Management System addresses common challenges in document handling by digitizing and automating processes, leading to significant time and cost savings. It enhances productivity by reducing manual search efforts and streamlining workflows. The system's robust security features ensure data integrity, while its collaborative tools foster teamwork. By transitioning to a paperless environment, businesses can operate more efficiently and adapt to the fast-paced digital landscape.

Average Rating: 4.7/5.0

Total Reviews: 24

How Do G2 Users Rate Document Management System?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.4/10)
  • Quality of Support: 9.1/10 (Category avg: 8.6/10)
  • Ease of Use: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind Document Management System?

  • Seller: Cordis Technology
  • Year Founded: 2009
  • HQ Location: San Jose, California
  • Twitter: @cordis
    554 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    44 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 38% Small, 38% Medium

What Do G2 Reviewers Say About Document Management System?

AI-generated summary from verified user reviews

Pros
  • Users value the efficient data management of the Document Management System, enhancing organization and accessibility of documents.
  • Users find the ease of use of the Document Management System highly beneficial for their workflow efficiency.
  • Users value the organized document management capabilities of the system, enhancing efficiency and control over sensitive information.
  • Users appreciate the consolidated storage of the Document Management System, making file management efficient and organized.
  • Users value the easy access to important files, enhancing productivity and streamlining operations across multiple devices.
Cons
  • Users experience slow upload speeds when handling large files, which can hinder productivity and efficiency.
  • Users feel that the cost issues hinder their overall satisfaction with the Document Management System.
  • Users find the difficult learning curve frustrating as new workflows and approvals take time to master.
  • Users often struggle with slow document previews and uploads, and new users find the system difficult to navigate.
  • Users experience delays with large file uploads, affecting the efficiency of document previews and overall workflow.

What Are Recent G2 Reviews of Document Management System?

What Are G2 Users Discussing About Document Management System?

TeamSlide

TeamSlide is a presentation management and slide library solution that works inside PowerPoint. Search and insert approved slides, images, and videos without ever leaving your presentation; synced directly from SharePoint, Box, OneDrive, Google Drive, Dropbox, or any other content management system. No migration required; your content management system stays the single source of truth. Keep every presentation on-brand automatically. Version control flags out-of-date slides and lets your team replace them with one click. Slide check catches typos, formatting problems, and off-brand fonts, colors, and layouts before they reach your audience. Template management ensures every deck starts from an approved design. TeamSlide also use generates fully designed slides using your own PowerPoint design system, so AI output reflects your brand and voice instead of looking generic. Includes SSO, manage access rights, and deploy in the cloud or on-premise. Maximize the value of your content and ensure your entire team builds on-brand presentations. ✅ Learn more at: https://www.teamslide.com

Average Rating: 4.7/5.0

Total Reviews: 43

How Do G2 Users Rate TeamSlide?

  • Has the product been a good partner in doing business?: 9.6/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.6/10 (Category avg: 8.4/10)
  • Quality of Support: 9.5/10 (Category avg: 8.6/10)
  • Ease of Use: 9.5/10 (Category avg: 8.7/10)

Who Is the Company Behind TeamSlide?

  • Seller: Aploris
  • Year Founded: 2015
  • HQ Location: Hamburg, Germany
  • LinkedIn® Page: www.linkedin.com
    6 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Consulting
  • Company Size: 51% Small, 35% Medium

What Do G2 Reviewers Say About TeamSlide?

AI-generated summary from verified user reviews

Pros
  • Users praise the ease of use of TeamSlide, highlighting its friendly interface and effective search capabilities.
  • Users value the effective search functionality of TeamSlide, enabling quick access to needed slides and enhancing productivity.
  • Users value the easy access to resources, enhancing efficiency and consistency across their organization's presentations.
  • Users love the collaboration features of TeamSlide, enhancing productivity and ensuring access to approved content seamlessly.
  • Users rave about the responsive customer support from TeamSlide, enhancing their overall experience and satisfaction.
Cons
  • Users may face a learning curve with TeamSlide, with initial setup causing some frustration before becoming easier.
  • Users find a learning difficulty with TeamSlide, as the setup and implementation can be challenging for beginners.
  • Users experience slow loading times with TeamSlide, which affects usability and increases wait times for features.
  • Users experience update issues with TeamSlide, as changes are delayed and slide management can be challenging.
  • Users find the access issues frustrating, particularly with the learning curve and lack of offline availability.

What Are Recent G2 Reviews of TeamSlide?

Folderit Document Management

Folderit Document Management is a document management system (DMS) that helps organizations store, organize, control, and track business documents in a structured digital environment. It is designed for teams that need more control over document access, versioning, approvals, traceability, and retention than shared drives or basic file storage tools typically provide. Folderit is used by organizations that manage operational, compliance, quality, HR, finance, project, and governance-related documents and need a clear way to keep information organized, accessible, and up to date. The system supports both everyday document storage and more controlled document processes, including approval workflows, acknowledgement tracking, review cycles, and electronic signing. It can be used by small and mid-sized organizations as well as larger teams that need structured document control without relying on scattered folders, email-based approvals, or manual follow-up. The platform combines document storage with metadata, search, permissions, and workflow tools so users can find files more easily, define who can access them, and follow how documents change over time. Folderit also supports organizations that need a clear audit trail, structured records, and better accountability around document-related actions. Typical use cases include controlled documents, policies, procedures, contracts, project files, HR records, and other business-critical content that needs to remain organized, searchable, and traceable. Key product capabilities include: • Document storage with folder structure, metadata, document numbering, version control, and OCR search • Access management with user permissions, role-based visibility, and controlled sharing • Workflow tools for approval, acknowledgement, review, and electronic signing processes • Audit trail and activity tracking for document history, changes, and user actions • Retention, reminders, and structured document control features for compliance, quality management, and operational use

Average Rating: 4.3/5.0

Total Reviews: 49

How Do G2 Users Rate Folderit Document Management?

  • Has the product been a good partner in doing business?: 8.3/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.5/10 (Category avg: 8.4/10)
  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.8/10 (Category avg: 8.7/10)

Who Is the Company Behind Folderit Document Management?

Who Uses This Product?

  • Top Industries: Computer Games
  • Company Size: 51% Small, 29% Large

What Do G2 Reviewers Say About Folderit Document Management?

AI-generated summary from verified user reviews

Pros
  • Users commend the ease of use of Folderit Document Management, appreciating its simple, secure, and efficient organization.
  • Users value the simple and secure data management of Folderit, appreciating its efficient organization and access to documents.
  • Users find cloud storage invaluable for online data organization and easy document sharing within their teams.
  • Users appreciate the easy access of Folderit, allowing seamless login and efficient file organization from anywhere.
  • Users value the secure storage of Folderit, enhancing data safety and streamlined access for remote work.
Cons
  • Users find the file size limitations restrictive, causing slow uploads and insufficient storage for large files.
  • Users find integration difficult with Folderit, requiring manual steps instead of automated syncing with other tools.
  • Users find Folderit offers limited functionality for advanced enterprise features and specific industry needs.
  • Users find limited storage challenging, especially for large files, affecting efficiency and file management during employee transitions.
  • Users note the slow performance of Folderit Document Management, citing laggy UI and response times as areas for improvement.

What Are Recent G2 Reviews of Folderit Document Management?

What Are G2 Users Discussing About Folderit Document Management?

Neeraja Prakash
NP
Researched and written by Neeraja Prakash
Updated October 3, 2024