Written by: Kamran Sharief
Kamran Sharief is a technology reviewer and digital publisher specializing in software reviews, AI tools, gadgets, VR technology, and SEO research. He has extensive experience analyzing consumer technology products and publishing detailed comparison guides.
Published on:
Last updated on:

This article is part of our Productivity and Collaboration Software resource section.

When it comes to running a business, nothing takes center stage quite like document management. Without proper management strategies—especially those relating to the handling of documents—your organization might end up making losses and even closing down. That’s why it’s extremely crucial for a business to consider investing in a good document management software. For businesses that use Microsoft’s office suite alongside their document systems, this Microsoft Office definition provides useful background on the applications included in the platform.

However, there are several document management software on the market. It, therefore, becomes increasingly difficult to choose the best software. However, this shouldn’t scare you from investing in the best document management software for your business. Alongside document management, businesses can also use productivity tools to organize tasks, improve collaboration, and keep everyday workflows running efficiently.

Here are top document management software options you should seriously think about. These tools also fit into the broader evolution of workplace software, much like the evolution of Microsoft Office from traditional desktop applications to more connected productivity solutions.

eFileCabinet

eFileCabinet is outstandingly reliable. It’s one of the most reliable document management solutions in today’s market. If you’re a small business owner or an enterprise-level company, this software has got you covered. It makes it easier for you to stay organized and quickly access documents. With eFileCabinet, you can locate documents based on folder templates. Plus, the document management software keeps a portfolio of your most frequently used documents for quick access.

All you need is to upload a document, and eFileCabinet will file it for you. The documents can be accessed from anywhere through a web browser or mobile-based app. Easy access to stored files can also be useful when teams need to convert a PowerPoint file to video and distribute the finished presentation digitally.

Besides, you can upload files directly from your mobile phone using its camera. eFileCabinet also makes it easier for you to sign contracts. And this, in turn, improves efficiency in the office. Businesses using desktop Office applications can also compare Microsoft Office 2019 and Microsoft Office 2021 when deciding which version best fits their document workflows.

Templafy

Launched in the year 2014, Templafy offers all-in-one management document solutions. The software is uniquely designed for large enterprises and helps streamline tasks, making it easier for you to store and access files.

Templafy utilizes intelligence software to automatically display the most relevant content to every staff member based on their usage and position. Having the right content available can also help teams create a good PowerPoint presentation with consistent information and a clear structure. Even more, Templafy eliminates the need of having to create new documents using a different platform. Instead, users can create and edit content directly within the system. This can be particularly useful when teams are preparing a PowerPoint presentation and need easy access to approved documents, content, and company materials.

For organizations that rely heavily on Office applications, this streamlined approach can complement productivity with Microsoft Office 2019 and Microsoft Office 2021 by keeping document creation and management connected. With this tool, you can access content from anywhere, including on your tablet or smartphone. Businesses can extend this flexibility further by using productive Microsoft Office 365 integrations to connect Office applications with other business workflows.

M-Files

This is a powerful document management tool that utilizes AI (Artificial Intelligence) technology to automate your company’s organizing process.

Once you upload files or documents to M-Files, the platform automatically arranges the content based on what it is. For scanned documents that need to become searchable or editable, PDF OCR tools for text recognition can help convert the information into usable digital text. To protect your information even further, you can always connect M-Files to your already existing network.

Another incredible benefit offered by M-Files is the availability of industry-specific solutions. Some of the popular industries serviced by the company include financial services, oil/gas, manufacturing, construction/engineering, professional services, as well as real estate.

PaperTracer

PaperTracer is a simple solution for content management. It allows users to automate their contracts and digitize their documents or files in a centralized database. Educational organizations can take a similar approach when managing digital documents with PDF editing tools for the education sector. Plus, the software comes with tracking and reporting capabilities, as well as, HIPPA compliant solutions.

With PaperTracer, you have access to a cloud-based implementation featuring end-to-end workflow solutions.

MasterControl

If security is your top priority, MasterControl can be an incredible option for you. For documents containing sensitive information, organizations should also consider PDF redaction software when permanently removing confidential content from PDF files. This DMS has the ability to track changes as well as revisions. For instance, if a particular person needs to review a document, you can automatically schedule a time and also send out reminders.

In addition, MasterControl has the ability to limit restrictions based on the access. And this allows you to decide who can make modifications to a document. With this tool, you can also create custom sequential numbering, location tracking, and watermarks.

The Bottom-Line

Investing in a document management system is good. It shows that you care about document handling. However, investing in the best document management software is what will bring real results. The above guide contains the best document management software you should seriously consider. It is also worth considering how document workflows fit with newer Office releases, including the differences highlighted in Microsoft Office 2019 vs. Microsoft Office 2025.