Best Document Management Software - Page 2

How Many Document Management Software Products Does G2 Track?

Total Products under this Category: 710

Category Stats (Sep 2026)

  • Average Rating: 4.42/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: Docuplete (+1.75%) - Among all products in this category, Docuplete recorded the largest rating increase compared to last month

Last updated: September 01, 2026

How Does G2 Rank Document Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 19,900+ Authentic Reviews
  • 710+ 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: PandaDoc, Foxit PDF Editor, Laserfiche, Zoho WorkDrive, Seismic Enablement Cloud, Proton Drive For Business, M-Files, and Signify.

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

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: 8.5/10)
  • Ease of Use: 9.4/10 (Category avg: 8.6/10)

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
    49 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?

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: 8.5/10)
  • Ease of Use: 7.4/10 (Category avg: 8.6/10)

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
    328,202 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?

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: 8.5/10)
  • Ease of Use: 9.3/10 (Category avg: 8.6/10)

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?

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: 8.5/10)
  • Ease of Use: 9.7/10 (Category avg: 8.6/10)

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 value the ease of document sharing in Clinked, finding it quick and efficient for client interactions.
  • Users value the all-in-one functionality of Clinked, streamlining project management and enhancing client communication effectively.
Cons
  • Users find the limited customization options in Clinked restrict their ability to personalize their workspaces effectively.
  • 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 face integration issues with Clinked, though prompt customer support helps mitigate some challenges.
  • Users identify limited features in Clinked's mobile app compared to the desktop version, impacting task management on the go.

What Are Recent G2 Reviews of Clinked?

What Are G2 Users Discussing About Clinked?

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: 8.5/10)
  • Ease of Use: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Summize?

  • Seller: Summize
  • Company Website:
  • Year Founded: 2018
  • HQ Location: Manchester, GB
  • LinkedIn® Page: www.linkedin.com
    103 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?

CloudFiles

CloudFiles is an all-in-one document operations platform for Salesforce and HubSpot that helps organizations manage, generate, process, share, and automate documents directly from their CRM. Built for document-intensive business processes, CloudFiles combines document management, AI-powered document processing, document generation, secure sharing, external storage integrations, and workflow automation into a single platform. Organizations use CloudFiles to connect Salesforce and HubSpot with SharePoint, Google Drive, OneDrive, Dropbox, Amazon S3, and other enterprise storage platforms while maintaining structured document organization, centralized visibility, and secure access across teams. With CloudFiles, teams can: • Manage files and folders directly inside Salesforce and HubSpot • Automate document generation for agreements, proposals, onboarding forms, financial documents, and client communications • Extract and process data from documents using AI • Build secure datarooms and external document-sharing workflows • Automate document-heavy processes like client onboarding, loan processing, document verification, intake forms, and operational workflows • Configure CRM-native automations using flows, widgets, and custom actions CloudFiles helps organizations reduce manual work, centralize document operations, streamline document-heavy workflows, and improve productivity without leaving Salesforce or HubSpot. CloudFiles supports enterprise security and compliance requirements with SOC 2, HIPAA, GDPR, and ISO 27001 aligned practices. Data residency is supported across the US, EU, UK, and AU, while files remain securely stored within customers’ external storage platforms and are never used to train AI models. Trusted by teams across financial services, healthcare, insurance, legal, real estate, technology, and professional services, CloudFiles enables businesses to modernize document workflows with enterprise-grade security, flexible storage integrations, and AI-powered automation.

Average Rating: 4.5/5.0

Total Reviews: 223

How Do G2 Users Rate CloudFiles?

  • Has the product been a good partner in doing business?: 8.8/10 (Category avg: 8.8/10)
  • Ease of Admin: 9.0/10 (Category avg: 8.4/10)
  • Quality of Support: 8.7/10 (Category avg: 8.5/10)
  • Ease of Use: 9.1/10 (Category avg: 8.6/10)

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
    26 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Small, 29% 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?

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: 8.5/10)
  • Ease of Use: 8.3/10 (Category avg: 8.6/10)

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
    4,269 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?

Redtail Technology

Redtail Technology is a type of Client Relationship Management (CRM) solution specifically designed for the financial services industry. Established in 2003, Redtail provides a suite of web-based applications that facilitate efficient client management, compliant communication, and streamlined office operations for financial advisors. With a focus on enhancing productivity and supporting growth, Redtail’s offerings include CRM capabilities, compliant text messaging through Redtail Speak, paperless office solutions, and email archiving. Targeted primarily at financial advisors and firms, Redtail Technology addresses the unique challenges faced in the financial services sector. The platform is designed to help users manage client relationships effectively, ensuring that advisors can maintain compliance while providing exceptional service. The integration capabilities with widely used applications in the industry further enhance its utility, allowing users to create a cohesive technology ecosystem that supports their operational needs. Key features of Redtail Technology include its robust CRM functionalities, which enable users to track client interactions, manage workflows, and automate routine tasks. The compliant text messaging feature, Redtail Speak, allows advisors to communicate securely with clients, ensuring that all communications adhere to regulatory requirements. Additionally, the paperless office solution helps firms transition to a digital environment, reducing reliance on physical documentation and improving efficiency. The email archiving feature ensures that important communications are stored securely and can be easily retrieved when needed. The value that Redtail Technology brings to its users lies in its commitment to affordability and ease of implementation. By offering low-cost solutions that are straightforward to integrate, Redtail enables financial advisors to enhance their operational efficiency without incurring significant expenses. Furthermore, the company's dedication to exceptional customer service ensures that users receive the support they need to maximize the benefits of the platform. As a brand entity of Orion Advisor Solutions since June 2022, Redtail continues to innovate and expand its offerings while maintaining its focus on the financial services community.

Average Rating: 4.3/5.0

Total Reviews: 265

How Do G2 Users Rate Redtail Technology?

  • Has the product been a good partner in doing business?: 9.0/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.7/10 (Category avg: 8.4/10)
  • Quality of Support: 8.7/10 (Category avg: 8.5/10)
  • Ease of Use: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind Redtail Technology?

  • Seller: Orion Advisor Tech
  • Company Website:
  • HQ Location: Omaha, NE
  • Twitter: @orionwealthtech
    7,828 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    1,947 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Financial Advisor, Office Manager
  • Top Industries: Financial Services, Investment Management
  • Company Size: 92% Small, 5% Medium

What Do G2 Reviewers Say About Redtail Technology?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Redtail Technology for managing client data and communication seamlessly.
  • Users value Redtail Technology for its ease of navigation and seamless integration, enhancing their client management experience.
  • Users appreciate the seamless integrations of Redtail Technology, enhancing data management and organizational efficiency.
  • Users praise Redtail Technology for its excellent customer support, providing quick assistance and knowledgeable service agents.
  • Users appreciate the easy setup of Redtail Technology, making their overall experience smoother and more efficient.
Cons
  • Users desire more missing features, like Excel upload and better integrations, for an improved Redtail experience.
  • Users find the limited features of Redtail Technology restrict their ability to efficiently manage client information.
  • Users report integration issues with Redtail, finding synchronization with other tools challenging and setup complicated.
  • Users experience a steep learning curve when utilizing advanced features, despite the comprehensive training tools provided.
  • Users express frustration with poor customer support, citing long hold times and difficulty in navigating the system.

What Are Recent G2 Reviews of Redtail Technology?

What Are G2 Users Discussing About Redtail Technology?

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: 21

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: 9.5/10 (Category avg: 8.4/10)
  • Quality of Support: 9.7/10 (Category avg: 8.5/10)
  • Ease of Use: 9.7/10 (Category avg: 8.6/10)

Who Is the Company Behind Kivo?

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

Who Uses This Product?

  • Top Industries: Biotechnology, Pharmaceuticals
  • Company Size: 62% Small, 38% 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?

Revver

Revver (formerly eFileCabinet) is an AI-powered document management and workflow automation platform that helps organizations streamline, secure, and accelerate their document-centric work. New Revver users get unlimited storage and unlimited use of Revver AI Smart Suite in all license tiers. Designed for industries like finance, insurance, government, and manufacturing, Revver empowers teams to automate up to 80% of repetitive document processes—from intake to approval—boosting productivity and reducing manual effort. With Revver, businesses can: ✷ Organize and retrieve documents instantly through intelligent indexing and search powered by Smart Extract AI, capable of reading diverse file types including scans and handwritten forms. ✷ Automate workflows and approvals with no-code tools that route documents, assign tasks, and enforce compliance rules—helping teams work up to 70% faster than with manual systems. ✷ Share files securely through custom-branded client portals and encrypted email links, maintaining complete audit trails and permissions control. ✷ Simplify compliance with built-in retention schedules, legal holds, audit logs, and SOC 2 Type II and ISO 27001 certified infrastructure. ✷Accelerate signatures and forms with integrated eSignature and fillable form templates that eliminate third-party tools and versioning confusion. Accessible via any web browser or desktop app, Revver enables teams to collaborate securely from anywhere—backed by a U.S.-based customer success team and guided onboarding that delivers fast ROI, often within the first 90 days. With over 2 billion data points processed and 1 million+ workflows automated, Revver helps growing organizations turn their documents into a strategic advantage—working smarter, not harder.

Average Rating: 4.3/5.0

Total Reviews: 434

How Do G2 Users Rate Revver?

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

Who Is the Company Behind Revver?

  • Seller: Revver
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Lehi, UT
  • Twitter: @RevverDocs
    5,199 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    94 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Owner, Office Manager
  • Top Industries: Accounting, Financial Services
  • Company Size: 61% Small, 34% Medium

What Do G2 Reviewers Say About Revver?

AI-generated summary from verified user reviews

Pros
  • Users love how Revver provides organized and searchable document management, enhancing collaboration and efficiency significantly.
  • Users appreciate the ease of use of Revver, enjoying seamless setup and organized document management for collaboration.
  • Users value the time efficiency of Revver, as it streamlines document organization and retrieval seamlessly.
  • Users praise Revver for its effective automation that streamlines workflows and simplifies document management tasks.
  • Users love the convenience of Revver, enjoying quick setup and effortless content management features that save time.
Cons
  • Users report that Revver can feel slow at times, especially with large files and mobile use.
  • Users experience slow performance with Revver, particularly when handling large files or using the mobile app.
  • Users face inefficient searching in Revver, requiring precise queries which complicate finding documents, especially in large repositories.
  • Users struggle with mobile app issues on Revver, including inefficiency and high costs for small businesses.
  • Users express concerns about mobile limitations in Revver, citing inefficiency and slow performance on devices.

What Are Recent G2 Reviews of Revver?

Square 9 Softworks

Square 9 is a type of Intelligent Document Processing (IDP) solution designed to help users efficiently manage and extract valuable data from various documents, forms, and external sources. By leveraging generative AI-powered capture technology, Square 9 transforms the often cumbersome task of data extraction into a streamlined process, allowing businesses to derive structure and meaning from their information. This innovative approach not only alleviates the frustrations associated with manual data handling but also empowers teams to concentrate on more strategic initiatives. Targeted primarily at organizations seeking to enhance their operational efficiency, Square 9 serves a diverse range of industries, including finance, healthcare, and manufacturing. Its applications are particularly beneficial in critical areas such as Accounts Payable, Order Processing, Customer and Vendor Onboarding, and Contracts Management. By automating these processes, Square 9 enables teams to make faster decisions, reduce errors, and ultimately allocate more time to activities that drive growth and innovation. Key features of Square 9 include intelligent document capture, advanced indexing capabilities, and seamless search integration. The intelligent document capture function utilizes AI to recognize and extract relevant data from various document types, significantly reducing the time spent on manual entry. The indexing feature allows users to categorize and organize documents efficiently, making retrieval quick and straightforward. Additionally, the search integration capability ensures that users can easily locate specific documents or data points, enhancing overall productivity. The benefits of using Square 9 extend beyond mere efficiency; the platform also fosters collaboration among team members by simplifying information sharing. With a centralized system for document management, users can access and share critical information in real-time, facilitating better communication and decision-making. Furthermore, the automation of repetitive tasks minimizes the risk of human error, leading to improved accuracy in data handling and reporting. In a landscape where information management is increasingly complex, Square 9 stands out by offering a comprehensive solution that not only addresses the challenges of document processing but also enhances overall business performance. With over 3,000 organizations in the U.S. relying on its capabilities, Square 9 has established itself as a trusted partner in the journey toward smarter, more efficient information management.

Average Rating: 4.4/5.0

Total Reviews: 186

How Do G2 Users Rate Square 9 Softworks?

  • Has the product been a good partner in doing business?: 9.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.4/10 (Category avg: 8.4/10)
  • Quality of Support: 9.0/10 (Category avg: 8.5/10)
  • Ease of Use: 8.9/10 (Category avg: 8.6/10)

Who Is the Company Behind Square 9 Softworks?

  • Seller: Square 9
  • Company Website:
  • Year Founded: 2006
  • HQ Location: New Haven, CT
  • Twitter: @S9Softworks
    661 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    74 employees on LinkedIn®

Who Uses This Product?

  • Who Uses This: Software Developer, IT Manager
  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 61% Medium, 32% Small

What Do G2 Reviewers Say About Square 9 Softworks?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Square 9, enhancing daily operations and document management efficiency.
  • Users find Square 9 Softworks' centralized cloud-based document management invaluable for efficient access and traceability.
  • Users value the responsive customer support that effectively resolves issues and provides detailed assistance.
  • Users praise the excellent organization of Square 9, noting improved workflows and enhanced collaboration.
  • Users highlight the streamlined scanning process of Square 9, enhancing efficiency and simplifying document retrieval.
Cons
  • Users find the steep learning curve challenging, especially with template setups and understanding workflows effectively.
  • Users find missing features like limited OCR capabilities and a less functional mobile app frustrating in Square 9 Softworks.
  • Users find the software complicated to handle initially, noting a steep learning curve and feature overload.
  • Users find the difficult setup process challenging, requiring significant effort to fine-tune templates and implement correctly.
  • Users face challenges with document retrieval and login difficulties, complicating their overall experience with Square 9 Softworks.

What Are Recent G2 Reviews of Square 9 Softworks?

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: 8.5/10)
  • Ease of Use: 8.8/10 (Category avg: 8.6/10)

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?

VisualVault

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 ideally-suited to accommodate the rapid building of valuable line-of-business workflow solutions as well as managing high-volume, high-value data and document-intensive processes. VisualVault functionality is well-suited to a broad range of vertical markets including Healthcare patient data management applications as well as Licensing, Permitting and Case Management for local and state government organizations.

Average Rating: 4.3/5.0

Total Reviews: 29

How Do G2 Users Rate VisualVault?

  • Has the product been a good partner in doing business?: 8.9/10 (Category avg: 8.8/10)
  • Ease of Admin: 8.4/10 (Category avg: 8.4/10)
  • Quality of Support: 9.0/10 (Category avg: 8.5/10)
  • Ease of Use: 8.6/10 (Category avg: 8.6/10)

Who Is the Company Behind VisualVault?

  • Seller: VisualVault
  • Company Website:
  • Year Founded: 2003
  • HQ Location: Tempe, AZ
  • Twitter: @VisualVaultORC
    152 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    67 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Hospital & Health Care
  • Company Size: 52% Medium, 31% Large

What Do G2 Reviewers Say About VisualVault?

AI-generated summary from verified user reviews

Pros
  • Users find VisualVault to be easy to use and reliable, enhancing organization and enabling concurrent access for teams.
  • Users value the highly customizable workflows of VisualVault, enhancing their document management and compliance processes.
  • Users value the customizable workflows and strong document security of VisualVault, enhancing their document management experience.
  • Users find VisualVault's ease of use exceptional, with seamless navigation and reliable access for multiple users.
  • Users find form creation highly customizable, enhancing workflow automation and compliance tracking with ease.
Cons
  • Users feel that inefficient searching hampers their ability to quickly find employee files and track competencies.
  • Users mention a slight learning difficulty, making it challenging for non-technical users to navigate VisualVault effectively.
  • Users find the automation difficulty of VisualVault frustrating, needing constant manual reminders for pending competencies.
  • Users experience lag during high-volume uploads with VisualVault, leading to delayed performance in batch processing.
  • Users find the complexity of managing pending competencies burdensome, requiring constant reminders to stay on track.

What Are Recent G2 Reviews of VisualVault?

What Are G2 Users Discussing About VisualVault?

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: 8.5/10)
  • Ease of Use: 9.4/10 (Category avg: 8.6/10)

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
    46 employees on LinkedIn®

Who Uses This Product?

  • Company Size: 38% Medium, 38% Small

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?

OpenText Content Management

Organizations need to deliver timely and relevant information to boost productivity, collaboration and decision-making among increasingly distributed workforces. To reach peak performance, organizations must master information usage, access, and insight to drive end-to-end digital business processes. Connecting business content and business process is at the heart of OpenText Extended ECM. The solution integrates content management with process applications to drive new levels of business automation that bring content, processes and users together. It automatically delivers the right information at the right time directly into lead applications or systems used by employees daily. Behind the scenes, automated governance protects and secures content throughout its lifecycle. Information is quick to find, easy to act upon, and adds fuel to processes driving productivity within distributed, agile work processes.

Average Rating: 4.1/5.0

Total Reviews: 65

How Do G2 Users Rate OpenText Content Management?

  • Has the product been a good partner in doing business?: 7.3/10 (Category avg: 8.8/10)
  • Ease of Admin: 7.5/10 (Category avg: 8.4/10)
  • Quality of Support: 7.9/10 (Category avg: 8.5/10)
  • Ease of Use: 8.0/10 (Category avg: 8.6/10)

Who Is the Company Behind OpenText Content Management?

  • Seller: OpenText
  • Year Founded: 1991
  • HQ Location: Waterloo, ON
  • Twitter: @OpenText
    21,565 Twitter followers
  • LinkedIn® Page: www.linkedin.com
    23,048 employees on LinkedIn®
  • Ownership: NASDAQ:OTEX

Who Uses This Product?

  • Top Industries: Information Technology and Services, Computer Software
  • Company Size: 44% Large, 32% Medium

What Do G2 Reviewers Say About OpenText Content Management?

AI-generated summary from verified user reviews

Pros
  • Users value the seamless integration of OpenText Content Management, enhancing efficiency and collaboration across the organization.
  • Users value the robust content management capabilities of OpenText, enhancing organization and collaboration throughout the enterprise.
  • Users value the robust document management features of OpenText Content Management for enhancing organization and collaboration.
  • Users praise the ease of use of OpenText Content Management for organizing and collaborating on documents effortlessly.
  • Users value the seamless integration capabilities of OpenText Content Management, enhancing efficiency and collaboration across the organization.
Cons
  • Users mention a noticeable training requirement due to the steep learning curve, impacting overall usability for some.
  • Users note a steep learning curve with OpenText Content Management, making initial adoption and usage challenging.
  • Users find the insufficient training a challenge, impacting their ability to utilize OpenText's features effectively.
  • Users find the technical knowledge requirement for OpenText Content Management challenging, hindering quick adoption for non-tech users.
  • Users find the difficult configuration of OpenText Content Management a challenge, especially for smaller organizations with limited resources.

What Are Recent G2 Reviews of OpenText Content Management?

What Are G2 Users Discussing About OpenText Content Management?

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