Document Control Software

It isn't a complaint as much as a reality. The cost of the software and the true value means you have to be willing to transform your organization. Old processes that have been around for decades likely will change when they aren't done on paper. Review collected by and hosted on G2.com.

During the sales process gather the top processes and the problems they solve. Then during implementation make your on-boarding plans lead to those goals - not the process.

Processes that are digital don't sit on someone's desk. They live in the system and the workflow can be managed toward an ideal state where anyone can see any task and where it is in the process. Review collected by and hosted on G2.com.

Removing the need to be in the same physical place; teleworking for sales staff is now a possibility.

Automation of processes that involve other organizations, government agencies, and courts. Review collected by and hosted on G2.com.

Google drive can be improved by making it easier to find what you are looking for. I use key words and still cannot pull up what I need. I have to try to remember how to look certain items up because you cannot just put in words that are in the heading.This causes me a lot of turmoil over how much extra time it takes to find what I need. Review collected by and hosted on G2.com.

The one thing I love about Google work space is my calendar!. I would miss appointments because I thought I would remember them, and I did not. But Google calendar allows me to set reminders as needed, wheither 1 hour ahead or 1 week ahead! I am able to make meets on my calendar and invite other colleagues to th same meeting at the same time of making the appointment in my calendar. My calendar is always reliable, and Review collected by and hosted on G2.com.

For a photos/videos syncing platform, it now feels like it has integrated too many features that aren’t really relevant, and the overall experience comes across as overdone - things like AI tools and Notes, for example.

At the same time, it doesn’t offer many of the kinds of features that keep users coming back regularly, like Google Drive-style stories, insta-edits, memories, and similar options. Review collected by and hosted on G2.com.

I have always used it as a back-up to Google drive storage. So, whenever my storage runs over in Gmail, I move my data to Dropbox and the process is seamless.

Also, the feature to have a shared folder allows you to keep shared data in a single place and avoid duplicates Review collected by and hosted on G2.com.

Overall, my experience has been positive, but there are a few areas that could be improved. Occasionally, sync issues can occur, especially when working with large files or when switching between devices, which can be a little frustrating. The folder structure can also become difficult to navigate when shared files and folders start to grow across multiple projects. In addition, some settings and permissions are not always intuitive for new users, so there can be a bit of a learning curve when managing access and sharing options. That said, these issues are relatively minor compared to the benefits it provides for collaboration and file management. Review collected by and hosted on G2.com.

Microsoft OneDrive for Business helps solve the challenge of keeping files accessible, organised, and secure across different devices and teams. Before using it, it was easy to end up with multiple versions of the same document being shared through email, making collaboration difficult. With OneDrive, everyone can work from a single source of truth, which saves time and reduces confusion.

It's also made remote and hybrid working much easier for me. I can access important files wherever I am, share documents quickly with colleagues, and collaborate in real time without worrying about losing changes. The automatic backup and version history provide added peace of mind, knowing that files can be recovered if something goes wrong. Overall, it has improved productivity, streamlined collaboration, and made document management far more efficient. Review collected by and hosted on G2.com.

One aspect that could be improved is the search functionality, which can occasionally be slow or less intuitive when locating specific files within large repositories. Additionally, some of the advanced administrative and security features have a learning curve and may require additional training for new users. While Box offers a robust set of capabilities, certain integrations and workflows can take time to configure and optimize. However, these are relatively minor concerns compared to the overall value, security, and collaboration benefits the platform provides. Review collected by and hosted on G2.com.

Box helps solve the challenges of securely storing, managing, and sharing business documents across teams and locations. It provides a centralized platform where employees can easily access the latest versions of files, collaborate in real time, and maintain proper document control. This has reduced the need for email attachments, minimized versioning issues, and improved overall team productivity. The platform's security, permission controls, and compliance features also help ensure sensitive information is protected while remaining accessible to authorized users. As a result, our organization benefits from more efficient collaboration, streamlined workflows, and better document management. Review collected by and hosted on G2.com.

one thing I did not like in the beginning was that M-Files has many metadata, workflow and document management options together, so for a new user the system can feel a little confusing at first. Some features are very useful once understood properly, but learning everything takes some time specially when managing many document categories and workflows together. I also noticed that proper metadata setup and document organization is important, otherwise tracking files can become slightly difficult when many versions and documents are stored together. Review collected by and hosted on G2.com.

it is helping me solve the problem of managing large number of documents and content files in a more organized way. earlier, nutrition plans, patient education material, awareness content drafts and other work related documents used to get scattered across different folders, which made tracking and finding files more time consuming.

now documents stay properly organized with metadata based search, document collections and version control, so finding older files or updated versions becomes much easier. It also helps keep clinic related documents and content work more structured instead of manually managing everything in separate folders.

another benefit is that workflows, document history and access control help keep files more organized while handling regular updates and content related work. overall it saves time, reduces confusion and makes document management feel more professional for daily work. Review collected by and hosted on G2.com.

One thing I dislike about Microsoft 365 is that some apps feel little heavy and slow sometimes, specially on lower-end systems. Outlook can also become confusing with too many settings, notifications and email threads.

Another issue is that licensing and subscription plans are not always very clear, so managing users and features can get complicated for organisations. Also, syncing problems with OneDrive happen occasionally which can be frustrating when working on important files. Review collected by and hosted on G2.com.

Microsoft 365 solves the problem of managing communication, documents, meetings and collaboration in separate tools by bringing everything into one platform. It helps teams work more efficiently without constantly switching between different softwares.

For me, it’s beneficial because tools like Outlook, Teams, Word and Excel are connected together, which makes daily work smoother and more organised. Teams helps with meetings and quick communication, while OneDrive makes file sharing and backup much easier.

It also improves productivity because multiple people can work on same files together in realtime, and cloud access helps when working remotely or from different devices. Review collected by and hosted on G2.com.

Nothing, so far its been great! Review collected by and hosted on G2.com.

I use Iris to streamline and enhance collaboration in the RFP process. It provides a single source of truth with centralized "approved answers" that update easily and improve with each use, avoiding repeated manual answers. Assigning tasks is in one place, simplifying what was manual work. Review collected by and hosted on G2.com.

While Clinked is strong as a client portal, some advanced customization options and integrations are more limited compared to larger enterprise platforms. Certain workflows require manual setup, and reporting could be expanded for more detailed operational insights. That said, it performs reliably for secure collaboration and client-facing work once configured properly. Review collected by and hosted on G2.com.

Clinked helps us centralize collaboration with record labels, managers, and partners who outsource their artists and projects to our agency. We use it to securely store client details, share documents, manage events, and track tasks such as pricing analysis, campaign planning, and operational follow-ups. It also allows us to support some clients with financial documentation and visibility into their current position in a structured, secure environment. This reduces back-and-forth communication, improves accountability, and creates a more professional experience for both internal teams and external stakeholders. Review collected by and hosted on G2.com.

The platform could benefit from more control regarding the PowerPoint slides uploaded in the admin console. Specifically, there is a need for more control over the order in which slides are presented. Review collected by and hosted on G2.com.

I use Pickit to centralize company assets, eliminating silos and ensuring easy access to graphical assets within PowerPoint, enhancing usability for non-designers. Review collected by and hosted on G2.com.

One area that could be improved is the dependency on internet quality. When network connectivity becomes unstable, access to larger files may occasionally feel slower than expected. The initial setup and understanding of cache management, permissions, and advanced configuration settings can also require some learning for first-time users. Review collected by and hosted on G2.com.

Before using LucidLink, teams often relied on downloading files, maintaining multiple versions, and transferring large project data between different storage locations. This increased the risk of version conflicts and wasted time waiting for files to sync.

LucidLink solves this by providing direct access to shared project files through a centralized cloud-based workspace. Teams can collaborate on the latest version of files without repeatedly downloading, uploading, or synchronizing content. For engineering projects, this helps ensure everyone is working from the same source of truth.

As a result, collaboration is faster, version-control problems are reduced, file management is simpler, and project resources remain accessible from different locations and devices. This saves time, improves workflow efficiency, and allows teams to focus more on project execution rather than file administration. Review collected by and hosted on G2.com.

I honestly have no complaints. When we initially began looking at Stockpress for this project there were a few "wish list" features that I hoped for, and by the time we went live they had already added them. They seem to be constantly improving the service by adding new features and capabilities. Review collected by and hosted on G2.com.

Online sharing of reports with clients. Review collected by and hosted on G2.com.

I do think there needs to be continued improvements on the preview images as they don't work half the time, and they're not customizable. So that's a downfall for me. And the price is pretty steep. So, that would also be a concern. Review collected by and hosted on G2.com.

I use Air to view our photography visually, allowing quicker searches and better asset organization for design projects. Review collected by and hosted on G2.com.

What I dislike about Dropbox Dash is that, while it’s great at pulling information from multiple tools, the integrations can sometimes feel limited or inconsistent depending on the platform. There can also be a bit of a learning curve at first — figuring out how to get the most out of the search and AI features takes some time. That said, it’s clear Dropbox is improving Dash quickly, so I see those as growing pains rather than major drawbacks. Review collected by and hosted on G2.com.

Dropbox Dash solves the problem of scattered information across different tools and platforms. Instead of wasting time searching through emails, cloud drives, and chat apps, I can use Dash’s universal search to find everything in one place. The AI-powered organization and link previews help me get to what I need faster and stay focused on my work. Overall, it saves time, reduces frustration, and makes my workflow much more efficient. Review collected by and hosted on G2.com.

nothing to add this time from my side everything seems fine Review collected by and hosted on G2.com.

The solution to the challenge of security in the sharing and accessing of documents and information is eShare. The tool assists the individual by improving communication abilities, making the process of managing the shared information easier, and helping in collaborating in activities. Review collected by and hosted on G2.com.

Sometimes when many files are uploaded together, loading can feel little slow depending on internet connection. Folder permissions and sharing settings also took some time to understand properly in beginning. Search works fine mostly but sometimes locating older files takes extra clicks. Not major issue, but small improvements in speed and navigation would help. Review collected by and hosted on G2.com.

Before important department documents were often spread across emails, local systems or shared manually, which was not very efficient during busy work schedules. Now files like patient documentation, academic teaching material, audit reports and templates are kept in one structured place. This makes coordination smoother, reduces confusion and helps access needed files faster when working on routine departmental tasks or teaching related work.Professional review of medical file organization Review collected by and hosted on G2.com.

I’m sure it’s there but I haven’t messed with it too much so take this as user error - I don’t like that I cannot see a place where I can display my services more easily vs the client having to dig for them. Review collected by and hosted on G2.com.

When I launched my business, the first thing I thought was “How am I going to keep track with our business clients?” Billing, scheduling etc. I had no idea a company like assembly existed. Of course, like other A.I users I did my lazy research and A.I vouched that assembly was top choice for my business so I went with assembly and A.I was not wrong. So currently, assembly helps with ALL of my client management and makes it feel more premium and luxurious and exclusive. Circle feel for sure. Review collected by and hosted on G2.com.

I love most part of this platform but I wish that there were more features like document editing and managing tools. I wish that there was more integration options available. Other than this I also wish that this platform had an AI assistant that could assist in searching files and some automation tools that fits the purpose would be great. I also wish that there were more integration tools to boost the robustness of this platform. I also wish the the android mobile version was equally good as its web platform. Review collected by and hosted on G2.com.

Frankly sharing large files and highly sensitive files have never been easy before. This platform can easily send large files with ease while also having the capability to send multiple files to multiple person. In a Financial services the security of the agreements are paramount and this platform fits the purpose, Integration with DocuSign enhances attractiveness of this platform. Review collected by and hosted on G2.com.

One area that could be improved is pricing, especially for organizations that require advanced storage, governance, and AI-related capabilities. Some advanced features may require additional onboarding or training before users can fully utilize them. Review collected by and hosted on G2.com.

Before using Egnyte, project files were often distributed across multiple locations, making it difficult to maintain version control, manage permissions, and collaborate efficiently. Sharing large files through email was also inefficient and created challenges when tracking the latest document versions.

Egnyte centralizes document storage, access control, collaboration, and file sharing in one secure platform. Teams can access the latest project documents from any location, collaborate on files, and maintain a complete audit trail of changes and activity.

As a result, document management is more organized, file-sharing processes are faster, version conflicts are reduced, and project teams can collaborate more effectively. The platform also improves security, accountability, and productivity while reducing the administrative effort required to manage engineering documentation and project information. Review collected by and hosted on G2.com.

The things which can be improved are the steep learning curve for senior stakeholders, as the secretarial team is less tech-savvy so the board of directors has a constant struggle to adopt it. Also, there is notification fatigue as it tracks everything; the default notification settings are overwhelming. Review collected by and hosted on G2.com.

I use Document Management System for version control, solving our versioning issues and creating a single source of truth. It provides audit trails, granular access controls, and prevents document collision, making compliance management more efficient. Review collected by and hosted on G2.com.