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Document Management Software

Document Management software automates the process of managing documents from creation to storage to distribution throughout an enterprise, increasing efficiency and reducing the cost and clutter of maintaining paper records. Document Management applications provide solutions for a wide range of document needs from low specificity, high volume items such as standard forms to highly specific, low volume items such as one-to-one correspondence. Document Management software is related to Digital IT Asset Management software and Knowledge Management software.

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Secure file sharing and document management in the cloud. Easy access to your information, whenever you need it, from any device. Learn more about Glasscubes
Glasscubes is the easiest way to collaborate with people inside or outside of your company in a user-friendly environment that's quick to implement. Glasscubes is perfect if you want to create a central “go to” file repository for fast, simple and secure file sharing. With lots of advance features from version control, permissions, enterprise level search, previews, secure file sharing, etc Quickly create secure online workspaces that make it easy to work with anyone, from anywhere. Find out how smart teams use online workspaces to work better together and get the job done. Trusted by UK government and high-performing businesses - big and small. Learn more about Glasscubes

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
IT Glue is document management built for IT professionals. Track, find and know everything in under 30 seconds. Learn more about IT Glue
IT Glue is a Document Management platform built specifically for IT professionals. IT Glue is your single source of truth for all your critical IT information including SOPs, licenses, how-to guides, assets, passwords, vendors and more. Each piece of information can be linked to the others and kept up-to-date with automations, making for a seamless experience where your team has everything they need at their fingertips, without toggling between multiple platforms. Learn more about IT Glue

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Document Management & Media Library software in one integrated, secure and cost-effective solution. Unlimited users in all plans! Learn more about Filecamp
Filecamp is a cloud-based Document Management solution that helps companies organize and share their digital media such as images, videos, and brand guidelines. Filecamp has unlimited users in all plans, each user configured with their own set of user-, and folder permissions. Unique custom branding options will make sure your Document Management system matches your brand guide. +1500 brands from +60 countries trust Filecamp with their digital assets and brand guidelines. Learn more about Filecamp

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Meridian engineering document management system (EDMS) provides a single source of truth for maintenance and operations teams. Learn more about Meridian
Meridian from Accruent is a purpose-built engineering document management system (EDMS) that provides a single source of truth in today's complex engineering, project, and operational environment. It helps maintenance and operations teams streamline document management, ensure safety and compliance, and maximize company-wide collaboration. Our cloud-based and on-prem solutions help businesses overcome recurring pain points associated with legacy solutions or generic document management systems. Learn more about Meridian

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Intelex's Document Control Software allows you to manage your documents more efficiently, increase productivity, and ensure compliance. Learn more about Intelex Document Control Software
Managing your documents has never been easier. Intelex's Document Management Software allows you to manage your documents more efficiently, increase productivity, and ensure compliance. Automate all your document related processes with the user-friendly tools needed to securely upload, edit, and share your documents throughout your organization while facilitating compliance with regulations and standards. Try it free! Learn more about Intelex Document Control Software

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
NAGIX enables organizations to efficiently & automatically transform large volumes of documents into fully accessible PDFs Learn more about Nagix
NAGIX is an advanced digital accessible document system that enables organizations to efficiently and automatically! transform large amounts of documents into UA-compliant accessible PDFs, for the benefit of the visually impaired and in compliance with laws and regulations mandating organizations to provide their customers with accessible forms and documents. Learn more about Nagix

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Cloud document management software for any business size. Simple. Flexible. Scalable. Setup in minutes. Start a Free Trial. Learn more about QT9 QMS
Document management software made easy. 100% cloud-based platform. Connect documents to multiple locations & business processes with QT9 QMS. Save time with revision level controls, automated email alerts, built-in training, real-time reporting & unlimited file attachments. Easily automate ISO & FDA compliance with FDA compliant 21 CFR Part 11 electronic signature approvals to ensure end-to-end traceability. Simple. Flexible. Scalable. Setup in minutes. Start a Free Trial Today. Learn more about QT9 QMS

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
airSlate is a no-code workflow automation platform offering a genuinely intuitive toolkit for businesses and citizen developers. Learn more about airSlate WorkFlow
airSlate is the first and only holistic no-code document workflow automation platform. It combines e-signing, contract negotiation, document generation, no-code robotic process automation and web forms into a single business automation platform. Configure and automate any business process and integrate it into multiple systems of record without writing a single line of code. Learn more about airSlate WorkFlow

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Migrate, resolve, control, and automate your Microsoft 365, all in one package! Learn more about ShareGate
Whether it’s big migrations or everyday Teams and SharePoint operations, our trusted solutions have 75,000+ IT pros across 100 countries covered. Everything you need to migrate and manage content, understand your inventory, clean up and govern your tenant, control permissions, and guide users to create the workspaces they need, the right way, right out of the box in one simple multi-tool. Learn more about ShareGate

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Shipnet for Document Management – try the maritime solution Documents SE, a cutting-edge DMS system with AI capabilities. Learn more about Shipnet
Shipnet for Document Management – your maritime solution featuring Documents SE, a cutting-edge document management system with AI capabilities. Safeguard your crucial files while streamlining access and collaboration. With AI search, quickly find documents, and with the AI assistant, ask questions and receive answers from your secure repository, enhancing security and compliance. Experience efficiency, security, and innovation with Documents SE, part of Shipnet ONE. Learn more about Shipnet

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available.
Web-based app designed to store, create, and edit spreadsheets and documents online. Templates, charting and commenting are available. Learn more about Google Docs

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place.
Google Drive is a cloud-based storage platform that allows users and teams to store, access, and share files in one secure place. Flexible storage options with data loss prevention features are available. Using Google AI, this solution can identify important files, even before a user starts a search. Google Drive can recognize content, collaborators, and other file elements that may be relevant to each user. Additionally, teams can organize files in dedicated shared drives for easy and secure access. Learn more about Google Drive

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox.
Easily store and share cloud content from Google Docs, Microsoft Office files, alongside traditional files in Dropbox¿making it easy to manage all your important files. Dropbox Business is a digital workplace trusted by over 300,000 business teams worldwide and over 50% of the Fortune 500 for its industry leading file sync, collaboration, and extensive administration and security features that scale as teams grow. Learn more about Dropbox Business

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Google Workspace is how teams of all sizes connect, create, and collaborate — to drive innovation from any device, and any location.
Google Workspace's word processing for teams. Work on a single document with team members or people outside your company. See edits as others type, communicate through built-in chat and ask questions by including comments. Create, edit and share docs from your iPhone, iPad or Android devices. Use Chrome for Mac or PC to work in Docs, even when you’re offline. Learn more about Google Workspace

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
An integrated suite of applications include email, calendar and address book that are accessed via the Internet 24/7.
Microsoft 365 - formerly known as Office 365 - is more than just Word, Excel, PowerPoint, and Outlook. It provides powerful services like business-class email, online storage, and teamwork solutions that you can access from anywhere. Bring teams and resources together with solutions like Microsoft Teams and Skype for Business that make working together more productive and enjoyable regardless of where participants are located. Learn more about Microsoft 365

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collabo
Microsoft OneDrive is a web-based digital asset management solution that allows businesses of all sizes to efficiently manage, collaborate, and share files. Administrators can set up a private or public site for authorized users, who can then create online folders to store their documents. Businesses can share sensitive data without revealing proprietary information by allowing only authorized people to access the folder. Users can also access and edit documents within the same collaborative environment to increase efficiency. The Microsoft 365 interactive scanning app lets users scan and convert paper to searchable PDFs directly from their device. Learn more about OneDrive

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Docusign is changing how business gets done by empowering anyone to transact anytime, anywhere, on any device with trust and confidence
Docusign is changing how business gets done by empowering more than 250,000 companies and more than 100 million users in 188 countries to send, sign and manage agreements anytime, anywhere, on any device with trust and confidence. Docusign replaces printing, faxing, scanning and overnighting paper documents to transact business. Their technology enables organizations of every size, industry and geography to make every agreement fully digital to keep life and business moving forward. Learn more about DocuSign

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Manage your content lifecycle with flexible retention schedules, preservation for defensible discovery, and disposition management.
Upgrade your information governance strategy with the in-place lifecycle management your organization needs to reduce risk without impacting productivity. Streamline how you manage the lifecycle of the content that powers business processes with flexible retention schedules, preservation for defensible discovery, and disposition management. Learn more about Box

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard
Content management solution that helps businesses with desktop sharing and viewing, text annotations, instant messaging, and whiteboard editing. Learn more about Microsoft SharePoint

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
monday.com Work OS enables easy creation, centralizing, tracking, and automation of all document processes in your organization.
With monday.com Work OS you can create, store, and manage all documents and forms in one place. Automate document creation and approvals to increase efficiency and minimize error, share and collaborate on documents in real-time, and maximize security by centralizing them in one place. Track and review past edits through document search, and standardize document processes to keep everyone on your team on the same page. monday allows for efficient document management, in a collaborative workspace. Learn more about monday.com

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Confluence can be your single source of truth. Use this tool to efficiently store and share information across your whole organization.
Organizations are getting increasingly digital. Gone are the days where we would keep paper files on important documents. Join the digital movement by making Confluence your one Document Management software tool. Become more efficient by building a single source of truth and distributing important information across your organization, with one click. Learn more about Confluence

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Wrike is a collaboration software used for document management with visual proofing, real-time collaboration, and Kanban boards.
Wrike is a work management software trusted by 20,000+ companies worldwide. Streamline your document management with cloud-based, in-context file storage. Share documents within custom request forms and tasks, shorten your approval cycles with visual proofing, and quickly tag teammates for any file requests. Accelerate your delivery with Wrike's 400+ integrations, including other document management software. Documents are easy-to-find and task discussions and updates can be seen in seconds. Learn more about Wrike

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Create, edit, convert, sign, and combine documents with Adobe’s all-in-one PDF and e-signature solution.
Adobe Acrobat is the all-in-one PDF and e-signature solution trusted by Fortune 500 companies. With Acrobat, you can create, edit, convert, share, sign, and combine documents – all from one Adobe platform. You can build seamless digital experiences that enable your team to collaborate and work from any device, anywhere. Acrobat solutions are also designed to integrate with apps you use every day, including Microsoft 365, Google, Workday, and more, so you can get things done in the flow of work. Learn more about Adobe Acrobat

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
LibreOffice is an open source office suite with word processing, spreadsheets, presentations, drawings, formulas and database tools.
LibreOffice is free and open source office suite software for word processing, spreadsheets, presentations, diagrams, and databases. Based on OpenOffice, LibreOffice features a clean interface and tools to enhance productivity and creativity for desktop users. Learn more about LibreOffice

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage
Work off the latest documents every time. Autodesk Takeoff is built on a cloud-based platform that updates in real time.
Collaborate confidently knowing you have access to the latest documents and data whenever you need them. Get simplified access to relevant construction documents, drawings, and 3D models. Autodesk Takeoff updates files in real time so you can stay on top of the latest versions of everything and work from a single source of truth. Learn more about Autodesk Construction Cloud

Features

  • Collaboration Tools
  • File Sharing
  • Access Controls/Permissions
  • Version Control
  • Archiving & Retention
  • Document Classification
  • Document Generation
  • File Conversion
  • Electronic Signature
  • File Recovery
  • Compliance Tracking
  • Secure Data Storage

Document Management Software Buyers Guide

What is document management software?

Document management software help users create, store, and share documents, from standard forms and contracts to one-on-one correspondence. These applications include features such as image capture, document search, and access management that enable users to navigate business documents with ease.

The benefits of document management software

Document management solutions can aid in the digital transformation of your business by eliminating the need for manual paperwork.

Listed below are some advantages of using a document management solution:

  • Access documents anywhere and anytime
  • Collaborate through file sharing
  • Safeguard business critical documents from unauthorized access, cybercrime, ransomware, and natural disasters
  • Reduce costs related to storing physical documents

Typical features of document management software

  • Document capture: Leverage image capture technology to digitize printed documents. Advanced platforms offer optical character reader (OCR) and search functionality.
  • Document storage: Store, access, share, and edit documents in a common platform.
  • Full text search: Search for relevant files and documents by typing keywords into a search box.
  • Control access/permissions: Manage the document access permissions for specific people or a group, and control who can view and/or edit documents.
  • Collaboration tools: Share documents with individuals or a group of people, and allow them to edit and add comments.
  • Document archive: Create a centralized repository for storing confidential and archived data for future reference.

Considerations when purchasing document management software

  • Integration capabilities: To make optimal use of a document management solution, users need to integrate it with other key business systems such as accounting, customer relationship management (CRM), HR, and accounting solutions. These integrations not only help you leverage the document storage and sharing capabilities that are offered in the document management system, but also allow you to conduct a company-wide document text search. For example, a document management software integration with an accounting solution helps users index and store accounting and financial documents, which proves helpful in accessing documents during internal or external audits.
  • Data security: Small businesses face external data-security threats (such as hacking and data breaches) as well as internal data-security threats (such as employee theft). And since document management system is the storage house of the important business documents, these are a lot more susceptible to a data breach. To ensure zero data loss, you should ensure that the document management system you select is equipped with the latest security protocols and methodologies. These include 256-bit Advanced Encryption Standard (AES) security and SSL/TLS (Secure Sockets Layer/Transport Layer Security) encryption.
  • Document scanning and imaging needs: Document scanning and imaging helps users by allowing them to scan paper documents and index them using a set of keywords. Digital storage combined with accurate indexing helps users search for these documents. Some products also offer optical character recognition (OCR), which helps users convert handwritten documents into a digital format. Buyers who work with a lot of physical documentation should shortlist products that include this functionality.
  • Businesses want tighter integrations between project management software and document management software: Collaborations span across different teams within a business. To improve operational efficiency, businesses are moving towards unified tools that save time and effort in toggling between different tools. For this reason, businesses are looking to integrate their project management system with document management system, enabling users to share documents while working on a project.
  • Mobile is the future of document management: With an increase in the use of mobile devices, it’s a priority for small businesses to have mobile capabilities. We can expect vendors to offer more and more mobile services such as mobile responsive interfaces, mobile apps, and client portals.