by Editorial Staff – January 25, 2023

If you’ve ever dealt with a Document cabinet with lots of documents and files to organize each day, you would agree that can be extremely daunting. Thankfully, there are now Document workflow management software solutions that can handle all those tasks for you and more. Document management comprises several components, including workflow, collaboration, compliance regulation, and so on.

 

 

With document management software you can organize every digital document in your possession. You can even digitalize your existing digital physical records without any hassle. So, instead of the regular rows of filing cabinets, document workflow management software simply creates an electronic archive that authorized users can access and edit. If you are in search of information on the best document workflow management software, you are on the right page. Ensure you read the whole of this post.

6 Best Document Workflow Management Software

1. Microsoft Sharepoint – Best Innovative Document Workflow Management
2. M-Files – Best Document Workflow Management for Ease of Use
3. Rubex – Best Document Workflow Management for Cost-effectiveness
4. PaperSave – Best Document Workflow Management for Smart Capture
5. Templafy – Best Document Workflow Management for Custom Templates
6. Bit.AI – Best Document Workflow Management for Customization

Microsoft Sharepoint – Best Innovative Document Workflow Management

Pricing: starts at $5.00/user/month

When it comes to an efficient document workflow management software solution, it’s hard to find a platform that comes close to Microsoft Sharepoint. Microsoft Sharepoint, as the name implies, is developed by Microsoft, a leading software giant and the developer of the Mother of all software – Windows. One thing you can be sure to get with Microsoft software solutions is high performance and efficiency. Microsoft Sharepoint has an amazing track record and is loved by thousands of users from around the globe. Another advantage of using Microsoft Sharepoint is integrations with several other Microsoft add-ons and extensions.

Microsoft Sharepoint is reasonably priced and offers lots of flexibility in its offerings. While there is no free version or trial, one can easily get started for as low as $5 a month, although the prices can quickly add up depending on the number of users.

KEY FEATURES

– Real-time editing
– Calendar management
– Chat/messaging
– Knowledge management
– Share files securely
– 24/7 Web and phone support
– Cloud storage

REASONS TO BUY

– Highly customizable
– Easy to use

REASON TO AVOID

– The cost can quickly add up

 

2. M-Files – Best Document Workflow Management for Ease of Use

Pricing: Not available on the official website

M-Files is a robust software solution that takes document management to another level to ensure there is a continuous and seamless flow of knowledge from one generation to another and from one era to another. M-Files makes it possible and easy for knowledge workers to find and locate the right document and information in any niche without hassle. This is possible because M-Files organizes the files and documents using cutting-edge technology, such as metadata, to ensure that files and documents are archived for easy search and retrieval. When searching for specific information or document, every second is crucial. The metadata-driven document management platform is built to help you find the right document as quickly as possible.

We couldn’t find any information about M-Files’ pricing on its official website, which means they will be getting a small thumbs-down from us for that. We would have loved them to be more transparent about their pricing structure.

KEY FEATURES

– Document management
– Content collaboration
– Workflow automation
– Compliance enforcement
– Archiving and retention
– Document capture
– Document classification
– File sharing

REASONS TO BUY

– Seamless third-party integrations
– Helpful mobile app

REASON TO AVOID

– Pricing information is hidden

 

3. Rubex – Best Document Workflow Management for Cost-effectiveness

Pricing: Not available on the official website

Rubex is one of those document management software solutions that holds its own when it comes to effective and efficient service delivery. Rubex is a subsidiary of eFileCabinet. The goal of this software solution is to bring you next-generation-like document workflow management. One of the things you will love about Rubex is the number of interesting features it is offering. If you are looking for that all-in-one platform that allows you to have full control over your documents and files through seamless customization options, Rubex is the right software for you. Regardless of what your needs are, you can always count on Rubex for powerful OCR, enhanced search, improved workflows, and an amazing level of security.

Rubex hasn’t provided any pricing information on its official website, which means you may have to get in touch with its sales team to request a quote. They get a little thumbs-down from us for that.

KEY FEATURES

– Workflow
– E-signatures
– Missing item search
– Dual screen preview
– Instant sign in & access links
– Desktop app
– Email import
– Enhanced security
– Simple file requests

REASONS TO BUY

– Innovative features
– Easy to use

REASON TO AVOID

– Hidden pricing information

 

4. PaperSave – Best Document Workflow Management for Smart Capture

Pricing: Not available

PaperSave is a new-age cloud-based document management software solution that is used by organizations and businesses of all sizes. The software helps businesses and individuals automate the process of document workflow management using several sophisticated technologically-driven methods including electronic workflows, smart forms, and other innovative methods. Businesses can benefit from PaperSave’s impressive range of features and functionalities in many ways. For instance, PaperSave makes it possible and easy for employees and team members to quickly create documents using their mobile camera and upload them directly into their preferred workflow.

Well, as far as pricing is concerned, we couldn’t get any information. You may have to contact the team at PaperSave to get access to the pricing details.

KEY FEATURES

– Collaboration tools
– Retention and archiving
– Approval process control
– Compliance tracking
– Document automation
– Document capture
– Document storage
– Electronic forms

REASONS TO BUY

– Easy to set up
– Excellent performance

REASON TO AVOID

– Occasionally glitches here and there

 

5. Templafy – Best Document Workflow Management for Custom Templates

Pricing: Not available on the official website

Templafy is an efficient document workflow management software solution for individuals and businesses in various industries. The platform makes it easy for users to update their documents and digital assets through an intuitive user interface. Templafy offers lots of customizable features that allow businesses to tweak things to match their objectives and needs. The software also offers integration with Office 365, Google Drive, One Drive, and SharePoint.

The pricing information of Templafy is not available on its official website; you will have to request a quote to get the full pricing details sent to you.

KEY FEATURES

– Automated document assembly
– Engagement & tracking
– Simplified document editing
– Email signature management
– Template management
– Content distribution

REASONS TO BUY

– Intuitive interface
– Customization options

REASON TO AVOID

– No pricing information

 

6. Bit.AI – Best Document Workflow Management for Customization

Pricing: starts at $8/member/month

Bit.AI is one of the most advanced and efficient document and workplace collaboration tools for Businesses and individuals. The software was built to create an enabling environment for teams and individuals to organize, collaborate, and create their entire document via one powerful and innovative platform. Users can quickly create dynamic documents, projects, notes, knowledge bases, client portals, wiki, and training guides while integrating seamlessly with other apps.

KEY FEATURES

– Workflow solutions
– Content management
– New age document editor
– Advanced sharing
– Branding Security

REASONS TO BUY

– Multiple Customization options
– Excellent performance

REASON TO AVOID

– Might be a bit overwhelming for new users

 

REFERENCES AND LINKS

– https://www.pcmag.com/picks/the-best-document-management-software
– https://www.quicksprout.com/best-document-management-software
– https://www.businessnewsdaily.com/8038-best-document-management-software.html
– https://www.capterra.com/document-management-software
– https://www.softwaretestinghelp.com/document-management-software/amp
– https://www.guru99.com/best-document-management-software.html