Best Document Management Software - Page 2

How Many Document Management Software Products Does G2 Track?

Total Products under this Category: 979

Category Stats (Nov 2026)

  • Average Rating: 4.43/5 The average rating of products in this category, based on all submitted ratings
  • Top Trending Product: SOLIXCloud ECS (+2.08%) - Among all products in this category, SOLIXCloud ECS recorded the largest rating increase compared to last month

Last updated: November 01, 2026

How Does G2 Rank Document Management Software Products?

Why You Can Trust G2's Software Rankings:

  • 30 Analysts and Data Experts
  • 31,300+ Authentic Reviews
  • 979+ 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, Proton Drive For Business, Seismic Enablement Cloud, 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=proton-drive-for-business&focus%5B%5D=seismic-enablement-cloud&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: 110

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
  • LinkedIn® Page: www.linkedin.com
    47 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Information Technology and Services
  • Company Size: 49% Small, 39% Medium

What Do G2 Reviewers Say About Digify?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Digify, appreciating its simple setup and intuitive interface for secure document sharing.
  • Users value Digify's strong document security and seamless sharing, ensuring safe access and insightful tracking of document engagement.
  • Users value the strong document security of Digify, ensuring safe sharing and comprehensive tracking of file engagement.
  • Users value the easy access control and engagement tracking of Digify, enhancing document security and management confidence.
  • Users appreciate the easy sharing of Digify, ensuring secure access and detailed tracking of document engagement.
Cons
  • Users find the user interface occasionally limited and experience slow loading times, affecting usability.
  • Users experience file management limitations with offline access issues and confusion in navigation, affecting efficiency.
  • Users find the poor UI design of Digify limits usability and adds unnecessary complexity during file handling.
  • Users find Digify to be expensive, particularly for single users and smaller teams with tight budgets.
  • Users experience slow performance with Digify, especially when handling large files or navigating the interface.

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: 8.6/10)
  • 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
  • LinkedIn® Page: www.linkedin.com
    344,328 employees on LinkedIn®
  • Ownership: SWX:IBM
  • Phone: 1-866-277-7488

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: 73

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: 9.4/10 (Category avg: 8.7/10)

Who Is the Company Behind XfilesPro?

  • Seller: XfilesPro Labs
  • Company Website:
  • Year Founded: 2010
  • HQ Location: Bangalore, IN
  • LinkedIn® Page: www.linkedin.com
    68 employees on LinkedIn®
  • Ownership: NYSE: CRM

Who Uses This Product?

  • Top Industries: Financial Services, Computer Software
  • Company Size: 32% 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?

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How it works

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 value the ease of use of Summize, appreciating its intuitive navigation and smooth integration with existing tools.
  • Users value the excellent customer support from Summize, ensuring a smooth onboarding process and helpful assistance.
  • Users love Summize for its intuitive design and powerful features, enhancing efficiency and integration with existing systems.
  • Users appreciate the implementation ease of Summize, finding it intuitive and seamlessly integrated into their workflows.
  • Users appreciate the impressive AI solutions of Summize, which enhance contract summarization and coordination effectively.
Cons
  • Users notice missing features in Summize, including limited search capabilities and basic reporting functions, requiring manual adjustments.
  • Users find the limited customization options frustrating, wishing for more flexibility and mobile usability in the app.
  • Users find the learning curve steep, especially for non-tech savvy individuals, affecting initial usability.
  • Users find the steep learning curve daunting, especially non-tech savvy individuals, but support helps ease the process.
  • Users face search limitations and workflow challenges in Summize, leading to time-consuming manual adjustments and checks.

What Are Recent G2 Reviews of Summize?

What Are G2 Users Discussing About Summize?

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: 144

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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
  • LinkedIn® Page: www.linkedin.com
    17 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Computer Software, Marketing and Advertising
  • Company Size: 66% Small, 26% Medium

What Do G2 Reviewers Say About Clinked?

AI-generated summary from verified user reviews

Pros
  • Users appreciate the ease of use of Clinked, enjoying smooth navigation and effective collaboration in one place.
  • Users value the easy collaboration offered by Clinked, seamlessly managing tasks and communication in one secure platform.
  • Users value the seamless team collaboration Clinked offers, streamlining communication and document management in one secure platform.
  • Users appreciate the ease of sharing with Clinked, enhancing collaboration and organization in a central location.
  • Users value the secure and organized file sharing of Clinked, enhancing collaboration and efficiency for teams.
Cons
  • Users note the limited customization options in Clinked, which restrict flexibility and integration capabilities.
  • Users note integration issues with Clinked, seeking better customization options and more advanced reporting capabilities.
  • Users find the learning curve challenging, especially for less tech-savvy members, delaying initial setup and comfort with the platform.
  • Users find some missing features in Clinked, such as improved task management and file organization options.
  • Users find the slow performance of Clinked frustrating, impacting their overall experience and productivity.

What Are Recent G2 Reviews of Clinked?

What Are G2 Users Discussing About Clinked?

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: 213

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
  • LinkedIn® Page: www.linkedin.com
    30 employees on LinkedIn®
  • Ownership: Venture-backed
  • Phone: +1 510-457-0105

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 appreciate the ease of use of CloudFiles, finding it simple to organize and access their files seamlessly.
  • Users value the robust security of CloudFiles, ensuring their files remain safe while easily sharing across devices.
  • Users love the secure and centralized file storage of CloudFiles, significantly enhancing their workflow and collaboration efficiency.
  • Users value the easy access to files from anywhere, enhancing their remote work experience with seamless functionality.
  • Users highlight the easy setup of CloudFiles, appreciating how quickly they can begin managing their files effortlessly.
Cons
  • Users experience slow loading times that can hinder the overall efficiency and usability of CloudFiles.
  • Users experience slow uploads with CloudFiles, leading to frustration and delays in file management.
  • Users find the training required for CloudFiles to be a hurdle, especially for new members navigating its features.
  • Users desire limited customization options in CloudFiles, hoping for features like custom tags and better folder organization.
  • Users find the limited free storage space a drawback, often needing to buy additional capacity for usage.

What Are Recent G2 Reviews of CloudFiles?

What Are G2 Users Discussing About CloudFiles?

SoftExpert Suite

SoftExpert Suite is a comprehensive solution designed to address critical business excellence challenges through an integrated multi-application environment. It offers a suite of interconnected components that can be scaled and expanded as business needs evolve, allowing for the incorporation of new functions. The suite aims to facilitate collaborative problem-solving and improve business performance by providing tools for corporate governance, risk management, compliance programs, and continuous business process improvement.

Average Rating: 4.7/5.0

Total Reviews: 28

How Do G2 Users Rate SoftExpert Suite?

  • Has the product been a good partner in doing business?: 8.2/10 (Category avg: 8.8/10)
  • Ease of Admin: 7.7/10 (Category avg: 8.4/10)
  • Quality of Support: 8.3/10 (Category avg: 8.6/10)
  • Ease of Use: 8.1/10 (Category avg: 8.7/10)

Who Is the Company Behind SoftExpert Suite?

  • Seller: SoftExpert
  • Year Founded: 1995
  • HQ Location: Orlando, Florida, United States
  • LinkedIn® Page: www.linkedin.com
    1,009 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 40% Small, 33% Medium

What Do G2 Reviewers Say About SoftExpert Suite?

AI-generated summary from verified user reviews

Pros
  • Users value the responsive customer support from SoftExpert Suite, enhancing their experience with timely assistance and adjustments.
  • Users value the seamless daily integration of SoftExpert Suite in managing contracts, with responsive support for adjustments.
  • Users value the easy integration of data storage, enhancing contract review and maintenance processes efficiently.
  • Users value the seamless integration of document management, enhancing contract review and maintenance efficiency.
  • Users value the ease of implementation with SoftExpert Suite, facilitating seamless integration and daily usage.
Cons
  • Users find the customization process complex, making certain functionalities difficult to implement effectively.
  • Users find the complex customization process necessary for certain functionalities to be a significant drawback.
  • Users find the complex customization process for some functionalities to be a significant challenge in SoftExpert Suite.
  • Users find the complex setup of SoftExpert Suite challenging due to the extensive customization required for functionalities.
  • Users find the customization difficulty of SoftExpert Suite to be complex, hindering their ability to tailor the software effectively.

What Are Recent G2 Reviews of SoftExpert Suite?

What Are G2 Users Discussing About SoftExpert Suite?

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
  • 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 appreciate the effective search and document management features of NetDocuments, enhancing their workflow efficiency.
  • Users find ease of creation with NetDocuments, appreciating simple processes like downloading and saving documents.
  • Users highlight the ease of use of NetDocuments, particularly praising the efficient search and download functions.
  • Users value the easy upload feature of NetDocuments, facilitating seamless document management and sharing.
  • Users find the intuitive interface of NetDocuments enhances their overall document management experience seamlessly.
Cons
  • Users experience billing issues with NetDocuments, facing unexpected costs and lack of support leading to frustration.
  • Users express concern over the cost increase associated with additional folder setup and limited storage in NetDocuments.
  • Users express frustration with the complicated document management process, leading to inefficiencies and insufficient support.
  • Users find the email integration complicated with insufficient automation and limited support, making setup frustrating.
  • Users find NetDocuments to be expensive with limited storage and poor support, complicating their overall experience.

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
  • 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 appreciate the ease of use of Hyland Perceptive Content, highlighting its intuitive document search and flexibility.
  • Users appreciate the intuitive and user-friendly web interface of Hyland Perceptive Content, enhancing their document management experience.
  • Users value the superior workflow automation of Hyland Perceptive Content, enhancing document management and process integration.
  • Users value the robust document management capabilities of Hyland Perceptive Content, ensuring secure and efficient workflows.
  • Users appreciate the customization and extensive features of Hyland Perceptive Content, enhancing their overall experience.
Cons
  • Users seek more modern features in Hyland Perceptive Content, including improved UI, routing functions, and enhanced email customization.
  • Users often face update issues with Hyland Perceptive Content, including challenging upgrade processes and required downtime.
  • Users find that the difficult learning curve of Hyland Perceptive Content can be overwhelming and time-consuming.
  • Users find the documentation process cumbersome, struggling to verify the validity of old documents efficiently.
  • Users face email issues with limited customization and outdated elements, hindering efficient communication and workflow.

What Are Recent G2 Reviews of Hyland Perceptive Content?

What Are G2 Users Discussing About Hyland Perceptive Content?

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 appreciate the ease of use of Kivo, highlighting its intuitive design and minimal learning curve.
  • Users praise the implementation ease of Kivo, highlighting its intuitive design and efficient onboarding process.
  • Users appreciate Kivo's intuitive user interface, enabling easy navigation and minimal learning curve for new users.
  • Users praise Kivo for its excellent customer support, highlighting responsiveness, professionalism, and effective assistance throughout implementation.
  • Users value Kivo's customization options, enabling tailored solutions that meet specific organizational needs effectively.
Cons
  • Users find feature limitations in Kivo, needing workarounds for incomplete functionalities like electronic signatures.
  • Users express concern over missing features, particularly with electronic signatures needing workarounds for functionality.
  • Users find the left-side navigation confusing, which detracts from their overall experience with Kivo.

What Are Recent G2 Reviews of Kivo?

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: 8.6/10)
  • Ease of Use: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Redtail Technology?

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 find Redtail Technology incredibly easy to use, ensuring organization and efficient access to client information.
  • Users appreciate the incredible features of Redtail Technology that enhance organization and communication within their business.
  • Users appreciate the seamless integrations of Redtail Technology, enhancing data management and organizational efficiency.
  • Users commend Redtail Technology for its fantastic customer support, providing five-star assistance consistently and ensuring smooth experiences.
  • Users praise the setup ease of Redtail Technology, facilitating a smooth start to their CRM experience.
Cons
  • Users are frustrated with missing features, such as account linking and tailored reporting, hindering their overall experience.
  • Users find the limited features of Redtail Technology hinder effective client search and asset tracking capabilities.
  • Users report integration issues with Redtail Technology, especially with broken links and syncing data points.
  • Users find the learning curve steep, struggling to fully utilize Redtail's features due to time constraints and complexity.
  • Users are frustrated with poor customer support, experiencing slow response times and unresolved issues for extended periods.

What Are Recent G2 Reviews of Redtail Technology?

What Are G2 Users Discussing About Redtail Technology?

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: 191

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: 9.1/10 (Category avg: 8.6/10)
  • Ease of Use: 9.0/10 (Category avg: 8.7/10)

Who Is the Company Behind Square 9 Softworks?

  • Seller: Square 9
  • Company Website:
  • Year Founded: 2006
  • HQ Location: New Haven, CT
  • 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: 60% Medium, 32% Small

What Do G2 Reviewers Say About Square 9 Softworks?

AI-generated summary from verified user reviews

Pros
  • Users value the ease of use of Square 9 Softworks, enabling efficient document access and management across multiple locations.
  • Users benefit from comprehensive training and automation features of Square 9, enhancing document management and accessibility.
  • Users value the responsive and knowledgeable customer support from Square 9, effectively solving problems and ensuring satisfaction.
  • Users value the excellent organization features of Square 9, simplifying document management and enhancing accessibility.
  • Users find Square 9 Softworks extremely helpful for centralized document management and efficient retrieval, enhancing overall productivity.
Cons
  • Users find the learning curve steep, especially when adapting to the template setup and workflows of Square 9 Softworks.
  • Users often find missing features in Square 9 Softworks, like inadequate OCR and audit log details, limiting functionality.
  • Users find the software overly complex and clunky, making data retrieval and implementation challenging and costly.
  • Users experience performance issues with Square 9 Softworks, including slow speeds and difficulties in logging in and searching.
  • Users report poor customer support, citing slow response times and lack of phone support for urgent issues.

What Are Recent G2 Reviews of Square 9 Softworks?

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. ✷ Summarize, categorize, rename, and file documents in the right folders with Revver AI agents for easy retrieval. ✷ 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: 440

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: 8.4/10 (Category avg: 8.4/10)
  • Quality of Support: 8.2/10 (Category avg: 8.6/10)
  • Ease of Use: 8.6/10 (Category avg: 8.7/10)

Who Is the Company Behind Revver?

  • Seller: Revver
  • Company Website:
  • Year Founded: 2001
  • HQ Location: Lehi, UT
  • 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, 33% Medium

What Do G2 Reviewers Say About Revver?

AI-generated summary from verified user reviews

Pros
  • Users praise Revver for its efficient document management, making organization and access seamless and secure.
  • Users love Revver's ease of use, streamlining document management and promoting efficient workflow with AI support.
  • Users praise Revver's exceptional automation features, streamlining document processes and saving significant time on data entry.
  • Users appreciate the convenience of Revver's setup and organized document management, enhancing productivity and collaboration.
  • Users value the efficient document management of Revver, ensuring organized, secure, and easily accessible information.
Cons
  • Users frequently experience slow loading times, which hampers efficiency and can disrupt the overall workflow.
  • Users experience slow performance with Revver, facing delays and cumbersome actions that hinder productivity.
  • Users report significant mobile app issues with Revver, hindering navigation and overall usability on devices.
  • Users face mobile limitations with Revver, leading to a frustrating experience and poor efficiency on devices.
  • Users find Revver's poor mobile support hinders usability, making document search and navigation frustratingly difficult.

What Are Recent G2 Reviews of Revver?

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?

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 appreciate the systematic document management that centralizes files, enhances searchability, and improves access control.
  • Users appreciate the ease of use of the Document Management System, enjoying access to all files in one place.
  • Users appreciate the systematic document management that keeps all files organized and easily accessible in one location.
  • Users benefit from the centralized storage of all documents, enhancing access and reducing search time significantly.
  • Users appreciate the easy access of the Document Management System, streamlining file management and enhancing collaboration.
Cons
  • Users experience slow upload speeds and delays with document previews, impacting overall efficiency and user satisfaction.
  • Users suggest that the cost issues need to be addressed for better accessibility and improved user experience.
  • Users find the difficult learning curve of the Document Management System challenging, especially for new users adapting to workflows.
  • Users often experience slow document previews and uploads, which can hinder efficiency and user satisfaction.
  • Users experience delays with large file uploads and previews, affecting the overall efficiency of the system.

What Are Recent G2 Reviews of Document Management System?

What Are G2 Users Discussing About Document Management System?

Lasernet

Lasernet is an end-to-end document management platform: giving you the ability to generate, design, distribute, archive, and retrieve documents within your ERP, core banking platform or other business systems. The platform has a built-in editor and design tool that gives you the ability to design business-ready, branded documents enriched with account specific information directly from your business systems. After your documents are created, by storing them in Lasernet’s archive you can retrieve and store your documents for a fraction of the price of traditional data storage.

Average Rating: 4.4/5.0

Total Reviews: 48

How Do G2 Users Rate Lasernet?

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

Who Is the Company Behind Lasernet?

  • Seller: Lasernet Group
  • Company Website:
  • Year Founded: 2004
  • HQ Location: Stockholm, Sweden
  • LinkedIn® Page: www.linkedin.com
    42 employees on LinkedIn®

Who Uses This Product?

  • Top Industries: Information Technology and Services
  • Company Size: 42% Small, 35% Large

What Are Recent G2 Reviews of Lasernet?

What Are G2 Users Discussing About Lasernet?

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