Best Document Management Software - Page 29

Flyfish Office Preview

Flyfish Office Preview renders Word, PowerPoint, and Excel files inside business web apps. It supports DOC, DOCX, PPT, PPTX, XLS, and XLSX, with private deployment, source licensing, and integration support. Documents can stay inside the customer's own environment instead of being sent to our servers.

Folder245ECM

LAB245 Software offers fast, cost-effective modeling and automation tools for industries, the financial market, insurance and pension companies, universities, construction and engineering firms, consulting, retail, and more.

Foliato

Foliato is a document request platform that simplifies requesting and collecting files from clients and contractors. The software replaces back-and-forth emails with a centralized system for document collection. Teams can create customized checklists and send requests via a link. Clients upload files directly through this link without needing an account or navigating complex interfaces. Once submitted, files are automatically organized into the appropriate client folder, ensuring logical and accessible storage. The system sends immediate notifications when uploads are complete, keeping teams informed in real time. The platform addresses document collection needs across industries where gathering files is essential for operational continuity and risk management. The streamlined workflow reduces the administrative burden of tracking missing documents and managing scattered submissions across emails and messaging apps.

ForgeMD

AI-powered, local-first Markdown editor with synced WYSIWYG, real-time collaboration, and native diagramming.

FormKiQ Enterprise

FormKiQ Enterprise is a flexible and customizable document management system (DMS) / enterprise content management system (ECM) that runs in your Amazon Web Services (AWS) cloud account.

FormPat.net

FoxDMS

FutureVault

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

Average Rating: 4.7/5.0

Total Reviews: 13

GDMS

GED

GED is document management software that digitizes, organizes, and archives business documents while ensuring compliance and efficiency. The platform transforms paper workflows into streamlined digital processes through scanning and indexing, making information searchable and retrievable. Automatic indexing organizes documents by categories, reducing manual filing and retrieval time. Workflow automation routes documents through validation and approval processes for proper authorization. The system integrates with accounting software like Sage, EBP, Cegid, Quadratus, and Pennylane, enabling seamless invoice import and export without duplicate entry. Archive functionality ensures long-term document retention with legal probative value, meeting regulatory requirements. The software supports electronic invoice formats like Factur-X, UBL, and CII for compliance with invoicing regulations. Implementation includes system configuration, staff training, and ongoing technical support.

GED Pro

Genebra

GENEBRA QUALITY MANAGEMENT OPTIMIZE YOUR QUALITY DOCUMENTS CONTROL RIGHT NOW Genebra is a document management software, entirely developed based on ISO 9001 Standard. Come together with more than 40000 professionals who already count on us. OPTIMIZE INFORMATION MANAGEMENT • Simplifies the creation, approval and document review. • Maintains quality document history. • Alerts you about document changes and deadline expiration dates. • Unifies the Documented Information: eliminates scattered documents and ensures greater control over document access. • Quick Access to Information: Alerts by email ensure agility and informs stakeholders about updates. • Involve the Whole Team: With automated email alerts, your team gets more involved in the process, generating less delays. • Integrates with Google Calendar: Automatically schedules notifications for each step of the document management into your Google Calendar. Assist those responsible for the quality documents elaboration, consensus, and approval stages to meet the deadlines. DOCUMENTS MANAGEMENT IN 3 STEPS 1. Preparation: The document can be prepared in any software and uploaded to GENEBRA. It is also possible to request the draft of a document and the system will automatically notify the right person to do it. 2. Consensus: When receiving a document for consensus, the employee performs the critical analysis of content, approving it or not. In case of failure, the document automatically returns to those who drafted. 3. Approval: After being approved by the consensus, the document is sent to the final approver, if it has one. In case of approval, the document is automatically published in the system. If not, it returns to be drafted for review with a justification. OUR SOLUTIONS "How do I get my company's employees to use the updated documents?" Just access the document consult menu. Although the employee also has access to previous versions, the GENEBRA always directs the user to the latest version of the document. "What steps should I take to prevent expired documents?" The GENEBRA assists the manager in control of the documents expiration dates. When it nears completion, the GENEBRA sends an e-mail warning the responsible that the document will expire. "My company has many documents. How to manage them with more convenience?" The GENEBRA is designed to simplify the control of quality documents. After registering the documents in the system, you can manage them by processes, categories, user, among others, facilitating the access to information.

Genehmigungsmanager

Genialcloud Facsys

Share information, manage your workflow, collaborate anytime and anywhere

Average Rating: 5.0/5.0

Total Reviews: 1

GestDoc Pro