In addition to the five document management software packages reviewed above, the following vendors’ platforms are excellent and you should consider them for your shortlist of suppliers.
isoTracker
isoTracker uses a Windows-based file structure, which makes it easy to navigate. It utilizes several drop-down menus that make inserting and categorizing documents a simple process. The cloud-hosted software provides users with a centralized document repository, valuable workflow tools and automated notifications. It also includes integrated analytics and reports.
isoTracker offers multiple support channels customers can reach out for help on including phone support, online contact forms and live webchat. We were also impressed with the video guides, which give users step-by-step instructions on how to use the software. They cover topics like how to add new documents and check in a new document version. There is a 60-day free trial to test the system before committing.
Canon
We were impressed at the robust set of security features Canon has built into its intuitive and flexible document management software platform. The technology underlying this is imageRUNNER ADVANCE DX,, specifically designed to maintain data confidentiality, accessibility and availability to the highest standards. Canon’s system allows companies to assign different roles and strictly limit what documentation and associated data is available to people within given roles. The platform also features multiple authentication gateways, including One Login, Azure Active Directory, OKTA, and Open ID. This is great for enhanced security and streamlined access management. We also liked the addition of McAfee’s Embedded Control and Canon’s Intrusion Detection System tech to the platform that continuously monitors for threats like unauthorized access and data breaches.
Kyocera
The intuitive Kyocera dashboard makes it easy to create automated workflows to fit in with or improve your current business processes. We loved the Kyocera Cloud Information Manager (KCIM), a smart tool that reads extra characters from scanned documents with one-click indexing. The file routing is first class and ensures that the right document reaches the right person with the correct access permissions, without the need for manual intervention. Finding and retrieving documents is quick and easy thanks to the platform’s smart management solution. We were impressed with the versioning feature on the Kyocera system, which keeps track of document changes and allows colleagues to see comments. The Kyocera Enterprise Information Manager (KEIM) uses REST API to integrate with third-party platforms for seamless data exchange, ensuring everyone in the business is working from the same data and document resource.
Dropbox
While many document management platforms have created cloud-based versions of their software, Dropbox was built from the ground up as a remote solution. The platform’s business version enables automatic document synching to all team members and their devices. We like how designated managers can create mobile offline folders to access important documents without an internet connection and perform remote account wipes to manage connected devices, wherever they are. We were impressed with Dropbox’s eSignature tool, which allows team members to create signable documents in just a few clicks and recipients to return them just as quickly. Dropbox offers a free service, so you can test it before committing.