I like Documize’s spaces and permissions. I can separate clinic policies from HR content and control exactly who sees what, which matters a lot when documents contain sensitive HR information. I can lock sensitive documents so only particular roles can access them and make sure sensitive information doesn’t reach regular users. I also like having one canonical document with a full change history; our next audit went much more smoothly. Review collected by and hosted on G2.com.

Bulk user administration is quite clunky. Adding users one by one is fine, but onboarding a new clinic meant an afternoon of manual account setup. A CSV import would make this much easier. Our self-hosted setup was moderately difficult and took about three weeks while our infrastructure team provisioned the server, configured the database, and set up backups. I suspect the cloud option would have been running in a day. Review collected by and hosted on G2.com.