Alternatives to TriDoc
Compare TriDoc alternatives for your business or organization using the curated list below. SourceForge ranks the best alternatives to TriDoc in 2026. Compare features, ratings, user reviews, pricing, and more from TriDoc competitors and alternatives in order to make an informed decision for your business.
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1
Carizma QM
Axicos
Carizma QM is a web-based software that supports users in managing the entire lifecycle of regulated documents from authoring, review, approval and release to archiving. Creation and management of regulated documents, e.g. SOPs. Integrated workflows for review and approval. Automatic start of training workflow, read and understood upon approval. Electronic signature – 21 CRF part 11 compliant. Display of users who have read and understood. Validated and audit trail. Supports users to manage the entire lifecycle of regulated documents within Carizma-QM itself. The author defines key information e.g. document type (SOP, work instruction, form, checklist, etc.), title of document, process owner (department), groups of users to whom the document is applicable, review cycle. Users are defined in due time by e-mail when a document needs to be reviewed. Carizma creates the skeleton document. -
2
Polarion REQUIREMENTS
Siemens
Effectively gather, author, approve and manage requirements for complex systems across entire project lifecycles. Facilitate synchronicity and easy access via 100% browser-based access to all Polarion data. Enable real-time communication between analysts, engineers, QA members and DevOps teams etc. via threaded discussions, wikis, notifications, alerts & more. Pass any audit, compliance, or regulatory inspection with traceability that is easily implemented and guaranteed via automatic change control of every requirement. Manage work items and documents via workflows that enforce how and when they move from state to state based on definable rules, with full audit trails, electronic signature and security. An exclusive innovation, Polarion LiveDocs, enables you to collaborate concurrently and securely on specification documents with having every single paragraph uniquely identifiable and traceable. -
3
ECM-X
RJV Technology
The cloud platform for electronic document management. ECM-X is a next generation system that can be used by any size company and any industry. Many legacy document management systems are large and complex which require 1-2 weeks of training, resulting in low adoption. ECM-X has been designed from the ground up to ensure ease of use and minimal training. ECM-X system could be deployed on local company servers or on any cloud environment in the USA and Canada. Our document management system, named ECM-X, is an easy to use, scalable, Internet based software system that can manage millions of documents. It can store practically any type of file such as Microsoft Office suite of products and Adobe PDF files. With ECM-X workflow module, you can route your documents such as engineering designs, invoice approvals, expense reports, cheque requests, or employee on-boarding for reviewing or approving.Starting Price: $5000 per year -
4
Carizma First
Axicos
With Carizma First you can automatically create recurrent documents, such as contracts, rental agreements, quotations and invoices, quickly and efficiently, whether you are experienced or not. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary, ensuring compliance and mitigation of risks while guaranteeing both precision and speed. Using a straightforward questionnaire, selection of the correct template and inclusion of all appropriate data and parameters is ensured. Documents are created automatically based on entries in the questionnaire and other data sources, e.g. SAP. Attachments can be uploaded via the questionnaire and integrated into the document to be generated. Carizma First automatically makes a risk assessment of the created document and initiates workflows for further review/approval where necessary.Starting Price: $400 one-time payment -
5
atQor Vault
atQor
atQor Vault, a document management system captures and manages the entire document life cycle, information flow, and processes within an organization with major industry or regulatory compliances adhered to. It helps organizations to be more productive and more secure in collaboration. Using Electronic Document Management System (EDMS), you can store electronic documents at one centralized platform and track the complete lifecycle of the document starting from document creation to the final approval and archival with proper approval mechanisms, versioning, and security. atQor Vault is available as a ready-to-go solution to meet industry needs for compliance, secured collaboration, and regulatory requirements for most industries. Built-in document management and workflow(for editing, reviewing, approving, and publishing) Simplify document creation, organization, and discovery for the end user. Access files from anywhere, on any device. -
6
SutiDMS
SutiDMS
SutiDMS is an online document management software solution that lets you organize, manage, share, and communicate your business critical information. A robust document management system that can meet the needs of organizations of any size. SutiDMS comes with integrated modules that help you with team collaboration, workflow management, and approvals. No download or installation require – you can work online anywhere, anytime. SutiDMS is online document management software that enables organizations to automate and manage the complete document and file management cycle. Its robust functionality helps companies with managing business documents, version control, process workflows, records, and folders from a centralized location. The online document management software has been integrated with SutiSign eSignature solution to simplify the approval process. SutiDMS also includes team collaboration and file management features to manage files, records, and retention & disposition schedules.Starting Price: $18 per user per month -
7
DocuQuest
IntellaQuest
DocuQuest provides a fully automated solution for the complete document lifecycle, from the creation of a document, through approval and issuing of a document to archiving and destruction based on retention policies. Documents scattered across SharePoint shared drives or individual computers. Difficult to ensure that only authorized people create controlled documents. Approval flows manual or non-existent. Which is the latest revision of the document? Personnel accessing earlier versions of the document. Don’t remember where that document is stored. No process for review, initiation, or control of content revision. No compliance with corporate retention policies, archiving, and disposal. Completely manage all your controlled documents from creation through revisions to archiving and destruction. Get the right information as to where it is needed and when it is needed on any device. Complete version control and automatic generation of history for compliance. -
8
ZebraSign
ZebraSign
ZebraSign is a secure electronic document management system built for small and medium-sized businesses. It centralizes all documents – contracts, forms, approvals, and signed records – in one workspace with full access control and audit history. The platform’s simple interface makes it easy to manage and track documents at every stage. By moving to digital workflows, ZebraSign helps reduce paper use and storage costs while ensuring secure access to critical files. Key Features - Electronic logbooks for record keeping; - Signing on a tablet for easy, on-the-go document approval and confirmation; - Workflow automation and reusable templates for recurring business forms and contracts; - Virtual printer for instant document conversion and signing. ZebraSign brings all your contracts, forms, and approvals into one workspace where you can sign on the go, track every change, and automate routine tasks.Starting Price: $4.99 -
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Qualis DMS
Agaram
Qualis document management system ensures secure documentation with controlled distribution to end-users. It provides workflow-based document approval with revision control. End users have the latest approved version of any document reducing the risk of obsolete documentation. The activity workflow can be configured with Roles as per needs. Multiple workflows can be configured to associate with the respective document type. Reduce paper and storage space, secured storage and recovery. Distribution of approved documentation, reduced risk of obsolete copies. Improved regulatory compliance, controlled access with ease of search. All metadata is stored in a central database. Database agnostic (supports MS SQL, Oracle, Postgre SQL). Overall organization-level document management and controlled distribution solution. Qualis DMS is a single platform for integrated document management and control. -
10
MugenDocs
MuGenesys Software
Let MugenDocs take care of your documents and you take care of your business! An intelligent document management system designed to help businesses manage, organize, and track documents and information. Offers you the benefits of Scalability, Accessibility, Integration, Data security, Document sharing, Systematic document organization, and time & cost efficiency. Scan and upload the documents and manage them in a safe centralized repository. Set user roles as needed. Allow document upload, read, write, approve or define departmental admins. File and folders from your drive. Move, Copy, Rename documents. Find the latest and previous document versions, Activity details and Manage versions.Starting Price: $10 per user per month -
11
Comala Document Control
Comalatech
Use simple approvals or more advanced workflows to assign approvers to your documents, ensuring that the content is reviewed and signed-off. Combine approvals with electronic signatures when you use our Quality Management System workflow. Use the read confirmations feature to assign users to read a page, and track acknowledgments. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges. Select from three unique Comalatech-created workflows. View approved documents, or review those pending approval. The Appfire platform features dozens of top-selling apps that help teams worldwide solve big challenges. Users looking for more customization in their approval process may want to try Comala Document Management, which offers unlimited fully customizable approval workflows. To avoid technical issues, please do not install this app on the same server as Comala Document Management, or Comala Document Approval.Starting Price: $3,600 per year -
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Ideagen Huddle
Ideagen
Ideagen Huddle is a cloud-based platform that provides a safe and unique workspace environment for your team, partners and external stakeholders. Companies in highly regulated industries can review work, securely share sensitive information and collaborate efficiently which allows you to maintain complete control of the document - meeting your project goals on time and to budget, every time. With Ideagen Huddle, you get an easier way to collaborate and co-edit documents, control file versions, collaborate with clients, and organize team tasks. Built-in approval workflow means you'll never miss a deadline again, and our free mobile app keeps you connected even when you're on the road. Because Ideagen Huddle is cloud-based, it sits above your existing IT infrastructure so you can be sure everyone authorized can have access. Being cloud-based also keeps everyone synchronized to the latest files, so there’s never any risk of out-of-date documents being shared.Starting Price: $11.00/month/user -
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DocXellent
DocXellent
Specialists With a Trusted Solution for Document Control and Specification Management. Store your critical business documents in a secure, centralized repository where you can automate company-wide workflows and manage revisions, review and approval routing, electronic signatures and more. Digitize your specifications in a centralized system where you can easily structure, manage and share your specs and data, minimize human error and gain visibility across your product lines. Many organizations struggle with these inefficiencies as a result of manual, paper-based or homegrown document management systems. The power of a document management system is in its ability to simplify complex manual processes like document revisions, review and approval workflow, change control, and the distribution process. The ENSUR document management system streamlines these processes for you by automating your document workflows, minimizing employee errors and increasing overall company efficiency.Starting Price: $7,500 one-time payment -
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Synap PDFocus
Synapsoft
Synap PDFocus converts and merges documents in more than 30 different formats into PDF without any application installation. Disarmed and reconstructed PDF documents can be created to be shared and the document management efficiency is improved by merging different document formats into a single PDF format. Converts HTML, MS Office, and electronic approval formats into a single high-quality PDF document with no application installation. Document management efficiency is improved by merging different format documents into a single PDF format. Detects/removes items suspected of being malicious codes and reconstructing them into PDF, with SynapSoft’s proprietary format processing technology. Electronic approval document and attached files are saved as a single PDF file and kept. Receives an email after converting to a PDF for safe attachment verification. Merges educational materials in different formats into PDF and provides them as a single file. -
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KUBRA iMail
KUBRA
KUBRA iMail™ lets you compose and design business-critical documents that maximize the impact of each customer engagement. Web-based tools help you create and design documents such as letters and notifications. Then, our state-of-the-art facilities across North America turn those document templates as well as bills, statements, and invoices into personalized paper documents and mail them to your customers. KUBRA iMail includes web-based tools for creating and managing document templates that include personalized information and targeted marketing messages on the document, on the envelope, or as a separate insert. Our DoxsDirect™ document composition software securely imports your customer profile or billing files, provides data extraction and mapping, and uses pre-defined business rules to compose documents with customer-specific messages and data-driven charts, graphics, and calculations. -
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RegDocs365
Court Square Group
Out-of-the-box, scalable, real-time collaborative solution for CRO’s, Life Science Consultants, Regulatory Groups and Industry Stakeholders. Built in an Audit Ready Compliant Cloud (ARCC) environment. Meets all 21 CFR Part 11 requirements. GxP audit ready. Pre-configured Departmental. Internal/External stakeholder communications. Secure data integration across remote teams. Collaborative review and approval workflow. Turn access on/off as needed (EX: auditors, reducing audit prep time to hours vs days). Preconfigured to EDM & eTMF Reference Models. Improve workflows through intelligent content management tools. Unify and improve the document management lifecycle with real-time collaboration, automatic indexing, and co-authoring capabilities. Pre-configured validated system that easily manages documents and data electronically that complies with eCTD mandates. -
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SBS Ground Control
Sunday Business Systems
Complete document lifecycle management. Controls any electronic document including Microsoft office files: Word, Excel, PowerPoint PDF, AutoCAD, SolidWorks. Control document releases. New documents. Revisions to existing documents. Obsolete documents. Ensure approvals are documented. Capture electronic signatures. Email alerts to notify reviewers. Organize electronic documents. Organize by Type, Department, and Owner. Group related documents for quick reference. New releases reset training requirements. User login: define user passwords and privileges. Simple, effective reports. Measure the effectiveness of your document control system. Install on your local server or leverage our Cloud QMS solution. Manage Training Records. Define Job Descriptions / Roles and Responsibilities. Define Training requirements by position (standard training for each position) by employee (special training for each employee) for revision controlled documents.Starting Price: $499 one-time payment -
18
Factify
Factify
Factify is a document technology platform designed to transform traditional digital files into intelligent, governed records built for the age of artificial intelligence. Instead of treating documents as static files such as PDFs, it introduces a “Document-as-Infrastructure” model in which each document becomes an active, managed asset containing built-in identity, permissions, version history, and automation capabilities. These intelligent documents remain controlled and traceable wherever they are shared, allowing organizations to track who accessed them, manage authorization, and maintain a single authoritative version even after distribution. Unlike conventional files that lose governance once sent outside an organization, Factify documents retain embedded access control and contextual information that can be updated or restricted in real time. -
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PULZ Document Control System
AGTIV Consulting
To ensure a smooth operation and timely work in your projects, it is essential to acquire a clearly refined document control procedure that maintains a better flow of information. By embedding the document control procedure into a project document control system, it helps to ensure every project team member adhere to all the procedure starting from document preparation, approval to distribution, which in turn delivers higher quality and standard output to your client. Normally, a document control procedure for an engineering drawing, which includes technical documentation should also contain important information such as the document’s owner, numbering system, revision and the reviewers/approvers of the document. With a document control tool, you will be able to make sure that these attributes all in place before it is published and the information should be made accurate and available easily.Starting Price: $899 per month -
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Nectain
Nectain
Nectain is an AI-powered Document Management System (DMS) and business process automation platform that centralizes and streamlines how organizations handle documents and workflows. It offers intelligent document storage and organization with advanced full-text search, metadata, and smart folders, so teams can quickly find, create, edit, and manage files securely across the enterprise. Built-in AI features such as Nectarine, an AI assistant, provide 24/7 support to answer questions, draft content, give contextual insights, and accelerate approvals, while Intelligent Document Processing (IDP) and Optical Character Recognition (OCR) automate data extraction, classification, and validation from unstructured sources to reduce manual work. Nectain also includes low-code workflow automation tools that let users design custom processes, automate routing and approvals, and integrate with systems like Microsoft 365, DocuSign, Google Drive, Slack, and Teams, all with enterprise-grade security.Starting Price: $39.99 per month -
21
DocBridge Gear
compart
Integration of applications for virtually every conceivable input and output channels via open interfaces ("API First"). High performance even with large document volumes through consistent optimization of communication processes. Extensibility through the use of NodeJS (NPM packages), documented, web-based APIs and customer-specific process modules. Customer-specific modeling of document control processes according to freely definable parameters. Your business, your rules. Our professional services team will work with you. Availability of all configured (partial) processes as a web service to be called by third-party solutions. DocBridge® Gear is a platform with which all processes of document creation, conversion, modification and output can be easily configured customer-specifically - independent of a specific (given) page format and based on raw data. Typical quality assurance processes (document check/comparison, validation, release workflows, etc.) can also be modeled. -
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DocuHold
3C Technologies
This is a fully integrated document archiving system that enables users execute organized storage and retrieval of documents in electronic file formats to enhance their business operations. It enables organized storage and instant retrieval of large volumes of data files boosting company operations and promoting productivity. It enables storage and categorization of data files under customer, title, branch, and department for enhanced organization and retrieval of data. The system features a robust inbuilt search engine and enables users to search thoroughly for documents using a single or multiple parameters. The system has a backup functionality which ensures that the data is safe and can be restored in the event of any disaster. It has high security on the basis that only authorized users created by the administrator can access the system and it has a timeout functionality which prevents unauthorized access during idle time. -
23
ZUNBEEL
Zaavia
Electronic Document Management System, ZUNBEEL, is designed to enhance productivity, streamline operations, and ensure seamless document management across your organization. With ZUNBEEL, say goodbye to cluttered desks and disorganized files. This all-in-one solution offers seamless document storage, instant retrieval, and top-notch security, all within a user-friendly interface. Key features of this EDMS: - Customizable Workflows: Tailor document processes to your business needs. - Advanced Search: Locate documents in seconds using keyword searches. - Version Control: Track changes and maintain document integrity. - E-Signatures: Streamline approvals with built-in electronic signatures.Starting Price: $9000/year -
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Innodox
Innodox
Improve the quality of your customer relationships with communications that are based on automated document creation! Cost-efficient generation of customized, business-critical documents and contents via any digital or traditional channel. You can prepare and edit templates on an online platform in a simple way with drag & drop tools and immediate preview option. No IT expertise is required! Change to digital operations! Manage all company contents in a standardized manner, automate document processing! Make work at your business more efficient, transparent and traceable! Sorting and managing business documents, version tracking, commenting, digital signing. Task automation, assigning contents to tasks, management of process exceptions, approvals. Put the basics in place for digital working. Automate the capturing and classification of incoming documents along with data extraction and forwarding to dedicated systems! -
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Docflow
Docflow
Design a writing process that works for your organization, unleash the power of smart templates, and collaborate easier on (large) documents. Stop wasting time on tedious writing procedures with never-ending revisions. Easily design workflows yourself that suit your style and way of working. Increase compliance and reduce the number of errors that sneak into your documents. Build and re-use templates so you can update hundreds of documents at once. Eliminate misinterpreted feedback and frustrations among team members. Work real-time, together on the latest version, and comment directly on every document. Create the foundation of your documents in live templates and update hundreds of documents at the same time. Determine which steps are necessary for the creation of all your (complex) documents. Use static and editable blocks and automatically add information with placeholders and connected data sources. Get approval from the right users and sign contracts with a digital signature. -
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Jack Project
Jack Project
All types of documents are stored structured in directories in the Wiki - just as simple as in a file system. Determine information such as author and responsible person. Validity and rescheduling dates for checking or updating, e.g. for definition of individual document workflows. Simple transfer of existing documents from file systems. Easy and simple document creation with comprehensive WYSIWYG (What You See is What You Get) editor. Change history for documentation, revisions for documents. A demand for acceptance of important documents, e.g. for ISO or DSGVO projects. Print function according to your CD for documentation created in Jack Project incl. cover page, interactive table of contents. Full-text search - the integrated search engine will find all documentation and uploaded documents, regardless of the exact entry of the query. Can also be used as intranet portal for publishing internal news and relevant documents. -
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Invantive BusinessDrive
Invantive
Invantive BusinessDrive enables you to work with documents stored in (cloud) applications and databases as if they were stored on a network disk. The folder structure of your documents reflects your business processes as defined in your application. New versions of documents are automatically exchanged with your application. Access privileges are automatically enforced as determined by your application. The automatic structuring of documents based upon their role in your business processes eases collaboration across your teams. Such structure is dependent on the application or database used and can involve concepts such as "sales orders", "production orders" or "projects". Please note that a document is unique; when you change the contents of a file a new document is born. Your business documents are grouped on topics in Windows Explorer. Easily and safely exchange documents with your applications. -
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BlueDoc
Blue Project Software
Blue Project Software - BlueDoc is a Web-based Document Management System. When you use BlueDoc, you have the advantage of a powerful tool necessary for designing, storing, and controlling documents in electronic format. You can define your own categories of documents and assign them additional information for classification purposes, thus simplifying their further retrieval. Featuring an efficient indexing engine, BlueDoc allows you to easily request queries based on multiple criteria, which may include even full-text search for popular file formats such as Word, Excel, PowerPoint, PDF and so on. BlueDoc is a web server system designed especially for concurrent usage by many users. It gives you the possibility to create user groups and assign detailed specifications of access rights to documents and folders. Using BlueDoc you can define workflows to improve the circulation of the documents.Starting Price: $119.00/one-time/user -
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Unistore
Unidoc
Unistore is a safe combination of scanning device and storage space on server. Both scanning and data archiving happens in one easy step: pushing ‘scan’ button on your device. Scanned documents appear immediately in Unistore archives,so you can easily access it through Internet browser. All you need is a device connected to Internet or local network. The system recognizes a content using OCR mechanisms and processes it automatically. In addition, you can add various descriptions to you documents: name a type (i.e. order, contract, invoice), category or add specific tags. For each type of document you can define specific form (i.e. invoice sum and number), which you fill after Unistore processes the document – simply by clicking required fields in it. As you continue using Unistore, the system learns your documents: becomes able to classify incoming documents unaided and automatically suggests your defined forms’ field values. -
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Tyler Content Manager
Tyler Technologies
Tyler Content Manager™ allows you to streamline the flow of digital information throughout your organization, and easily transform valuable paper forms and documents into electronic images. Reducing paper usage is not only good for the environment, but it is also good for your office workflow and bottom line. Spend less time on inefficient paper-based processes such as printing, filing, and retrieving paper documents. Circulate digital documents quickly through approvals without lag time. With Tyler Content Manager's support of multiple file formats, your organization will be able to centralize all documents regardless of type in a single location that will remain accessible to all. Unlike many electronic filing systems that require you to understand a filing hierarchy, Tyler Content Manager features a simpler, intuitive, and powerful indexing and search system allowing you to quickly retrieve documents without having to understand arcane directory structures. -
31
SigningHub
Ascertia
Significant cost savings can be made when paper-based processes are moved on-line. For some documents it is vital to ensure traceability, accountability and audit with clear legal weight, data integrity and individual signed approval together with easy to access workflow process evidence. SigningHub enables quick, efficient on-line approval of any business document, agreement, report, request or package. SigningHub supports basic e-Signatures, Advanced e-Signatures and EU Qualified Signatures. The best way to prove a document is unchanged from the time of signing is to use cryptographic digital signatures. Organisations need to show that their internal controls are effective and compliant with local legislation and regulations. Ascertia has offered world-class PKI products for years. SigningHub brings together all of this capability and knowledge to provide the most secure way to sign documents.Starting Price: $12.10/month/user -
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Document Locator
ColumbiaSoft
Document Locator is Windows-integrated document management software with available Web and Mobile access. It combines ease of use with enterprise-class capabilities. Fully-integrated into Microsoft Windows, Office, Outlook, and other business applications, Document Locator offers version control, notifications, approvals, security, records policies, and workflow all within the familiar Windows folders experience. The system is ideal for HR filing, Accounting, Projects, Contracts, Quality. An advanced API is also available for integration with other systems.Starting Price: $260 user/year -
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ClassiGenius
CharacTell
A smarter AI delivers outstanding accuracy for the most demanding OCR/IDP solutions. ClassiGenius reads documents, classifies them, extracts field content, and creates searchable PDF files using our strong Intelligent Document Processing (IDP) capabilities such as OCR, AI, neural network, and other advanced technologies and concepts. ClassiGenius is provided with pre-defined solutions like reading invoices, identification documents, creating searchable PDF files, and it allows users to create their own solutions for automatic page classification and field extraction. It monitors folders, identifies incoming files, processes them, and exports the results. It does so efficiently with minimum set up time, thus reducing your costs. -
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NoPaperFiles.com
Health Care Intranet Technologies
NoPaperFiles.com - Business Edition is a scanning document image management solution designed for business managers. This is a very simple to install and use product which will allow you to quickly scan paper documents and import images into logical folders that you define. This product has default scan parameters and advanced features to define custom scan properties for color, rotate, duplex, size etc. It works with any twain compliant scanner and is used optimally with a multi-page batch scanner. It comes with OCR (optical character recognition) technology to locate documents with particular data (such as any EOB with Paul Smith as a patient). Forms or documents can be scanned in directly to a folder, or filed into the correct folder by bar code identifier or filed into the correct folder by OCR definitions. This application has security access and secure locking of specific documents in addition to specific notes attached to documents. -
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RIB Project
RIB Software
Ensure controlled and efficient project communication and collaboration between all stakeholders from the office to the field. Improve project outcomes, reduce rework risks and get full documentation and traceability throughout the entire project lifecycle. RIB Project helps you manage and share all project information from precon to closeout. Connect disperse teams, get seamless collaboration across disciplines and stakeholders, and communicate effectively to increase day-to-day efficiency. Reduce rework, delays and miscommunication with standardized and automated workflows and approval procedures. Guarantees that teams only receive relevant material, improve coordination and enhance constructability on your projects. Keep track of all relevant project information in one place and get a complete overview. Get full documentation and traceability into all actions and files in your project. Resolve any potential disputes using the non-editable file log.Starting Price: Free -
36
EasyFile CMS
Information to Imaging Technologies
The problems inherent to traditional methods of dealing with accounts payable and similar processes are well known. Entering data manually and then filing the documents is time-consuming, expensive, and sometimes inaccurate. Approval processes are hard to control. Retrieving specific documents is difficult. And paper, filing cabinets and floor space aren't cheap. Automate your accounts payable processing and document-intensive tasks with EasyFile CMS's - AP Workflow. Our workflow management module is designed to automate document and manual task-intensive processes into a smooth and extremely easy-to-use solution. Best of all, because it's from EasyFile, you can be sure that AP Workflow automation software will work in concert with your organization's practices, rules and culture, minimizing learning curves and speeding ROI. And if you ever need a hand, you'll always have someone to call.Starting Price: $59.95 per month -
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Agatha
Agatha
Agatha offers a suite of cloud-based applications tailored to the life sciences industry, enabling centralized management of documents and processes across clinical operations, quality, regulatory, and training functions. It supports biotech, pharmaceutical, medical-device, and contract-research-organization workflows by offering modules such as eTMF (Inspection-Ready Master Trial File), Remote ISF (Investigator Site File) management, SOP creation and approval, Quality document management for CAPAs, deviations, and change controls, and regulatory document management. Agatha enables streamlined document creation, review, approval, storage, and sharing in one unified system, supports paperless transformation to reduce administrative burden and strengthen data security, and is built on a global-compliance architecture addressing standards like 21 CFR Part 11, GDPR, and EU Annex 11. -
38
eBA
Bimser International
Manage all your corporate processes and your documents, which are the inputs and outputs of your processes, effectively and efficiently on the digital platform with Bimser eBA. In today’s conditions, where the importance of agility is increasing day by day, move your business processes to digital and give your approvals with Bimser eBA Workflow Management System, speed up your processes. Create or edit your corporate memory. Transfer the information, documents and records created by your institution to the digital platform with Bimser eBA Document Management System. Securely store, edit, approve and access anytime on any device. With Bimser eBA, create your documents in accordance with official correspondence procedures and principles and keep all your documents that have the quality of evidence. Analyze your complex data in your corporate applications with graphical reports with Bimser eBA Dashboard. -
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ApprovalMax
ApprovalMax
Streamline your workflow instead of sending 100s of emails to get approval for accounting documents. Granting everyone accesses to the accounting system is not safe because it’s impossible to limit users in terms of what they can do or see there. ApprovalMax approvers don’t need to access the general ledger and only ever see information relevant to the documents that require their approval. The approval workflows can be as complex or as simple as you need them. You can implement a variety of rules for each approval step and have as many steps as you like. No matter how complex your delegation of authority policy is, it can be automated with ApprovalMax. You no longer need to waste time compiling audit logs. ApprovalMax creates for each approved document a detailed audit report, which gets attached to it in the accounting system. There is also the option to provide auditors with access to all the approval workflows in read-only mode.Starting Price: $39 per month -
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Webdocs
Fortra
Webdocs document management solutions provide forms and document management for the cloud, Windows, and IBM iSeries systems. With document management software, you can electronically capture, manage, and distribute all of your documents and data. Automatically route electronic documents and other files through approval, payment, order-to-ship, and other processes without the paper hassle. Connect ERP, POS, LOBS, and other systems to your document management software to keep data consistent across the organization. No more printing spool files or struggling to deliver reports in the right format. Create and deliver reports all in one tool. Webdocs provides the basis for electronic document management, and other branches of Webdocs software specialize in AP processes, forms management, and document creation and delivery. -
41
Uplevl
Uplevl
With Uplevl you can store all accounts payable documents in one place and access them from almost anywhere with our cloud-based platform. Find exactly what you're looking for with our powerful and easy-to-use search capability and track versions and revisions automatically. Plus, enjoy flexible workflow capabilities, which will automatically route documents for review and approval based on pre-set rules. Organize your invoices and other related documents in a way that makes the most sense for your business, so you can spend less time looking for an invoice and more time actually working on it. Along with tagging, meta-data, and automated workflow routing, your AP documents are easy to find and process. Have peace of mind knowing your documents are securely stored and hosted by AWS with multiple backups and redundancies. Uplevl is HIPAA compliant and provides strong security at the datacenter, network, data and application levels.Starting Price: $25.00/month/user -
42
Collavate
Collavate
Make your ideas reality with Collavate, a secure cloud platform for collaboration and document review workflows. Create, edit, or draft documents. Collavate allows you to share these documents with other teams for further input. You can even mention specific people to ensure they comment on your work! All documents submitted through Collavate are sent through the Document Manager. The Document Manager account, or Document Admin, maintains permissions for all submitted documents in Collavate. Approval process design is simple and intuitive. Collavate supports a wide range of devices–web, mobile, hard copies, and e-ink. Our goal is to allow approvers to focus more on the document, and less on getting there. Collavate caters to your unique needs. The approval process can be customized to suit your team setup and workflows, ensuring the perfect amount of oversight and collaboration. -
43
Synergize
Microdea
With Synergize’s workflow management tools, automate how your documents are shared and accessed. Our solution regulates the processing of documents, streamlining your workflow. Every business has various processes that range from simple to complex. Our solution automates decisions and actions based on your defined business rules, saving you time and increasing your productivity. Looking for in-use files, waiting for approvals, or re-processing due to errors or omissions are productivity killers. Automated workflows help avoid repeated phone calls and emails, or digging through piles of paper trying to find the status of a particular activity or initiative. Adding workflow automation helps you increase the speed, and efficiency of your processes while ensuring consistency and adherence to your business rules. -
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DocsMove
DocsMove
Implement a legal eSigning solution in mere hours. Faster, more reliable, and more secure than our competitors. Rest easy knowing your eSignatures are legally compliant and protected by the strongest security protocols in the industry. Upload documents from other sources, use documents from docsmove, or create contracts, proposals, and quotations with AI ChatGPT in seconds. Effortlessly integrate with over 5000 apps, including SharePoint, enhancing your workflow with DocsMove’s versatile platform. Transform your approval process with our advanced system, ensuring efficiency and eliminating fraud. Each transaction is fortified with a digital certificate, guaranteeing the integrity and non-comparability of your documents. Perfect for fintech applications and account openings, ensuring user security and compliance with regulatory standards. Automatically manage document renewals and expirations, keeping your contracts up-to-date effortlessly.Starting Price: $49.99 per month -
45
Track-IT
ATSER
Track-IT™ is ATSER’s web-based document management solution that allows owners, designers, contractors & other service providers the capability to store and categorize all information associated with any project. When a new contract is opened within the Construct-IT™ module, Track-IT™ will automatically create a file folder structure that will be used to archive documents as they are created. The administrators, engineers, project managers and directors can further customize the library of information and can create additional folders and sub-folders. ATSER® can provide customization per the client’s requirements. Another feature is the systems integration support to construct the business logic and workflow requirements to meet any particular need. The web-based technology also includes Internet security controlled by individual login/passwords that define roles, responsibilities, viewing, editing, and access rights. -
46
AccuAccount
AccuSystems
AccuAccount delivers imaging, exception, and loan approval workflow under one roof. Integrated to 30+ cores and loan origination systems. Go beyond basic core imaging modules. Image like a pro. Bulk scanning, barcodes, ePrint, and more. Track missing and expiring documents, policy exceptions, and tasks. Clear exceptions automatically. Manage relationships from application through servicing. Nightly core sync keeps data clean. Overcome bottlenecks with automation. Put your exception and customer reporting on autopilot. Manage all of your loan files, documents, exceptions, and relationships in a single source of truth that integrates to 30+ cores and loan origination systems. Bypass manual data entry by integrating AccuAccount to all of your existing banking systems. Push data from your core automatically without creating duplicate records or bad data. Integrate exception tracking with your imaging to clear exceptions faster and with less effort. -
47
Logical Access
PotentiaN
LOGICAL ACCESS® SUITE is a document management and archiving software. LOGICAL ACCESS® SUITE, particularly solid and secure, is a very modular/flexible solution and can be customized according to the clients’ needs. LOGICAL ACCESS® SUITE allows the management and filing of all Spools/Cold documents, digitalisation of all paper documents (with automatic filing of documents with barcodes recognition or OCR) and the filing of all Office documents, Mail or PDF. Due to a strong historical establishment in the banking environment, LOGICAL ACCESS® SUITE ensures a reinforced security of the information archived: documents can be electronically signed (to guarantee their non-modification from the moment they are filed), encrypted (in order to guarantee their viewing is made only within the protected framework of the application) and even compressed. Secured solution for filing and document management.Starting Price: $100000.00/one-time -
48
SenseTask
SenseTask
Capture essential information from invoices, e-invoices, purchase orders, receipts, IDs, and other documents. Customize workflows to your needs and enhance efficiency with reduced processing times. Intelligent Document Processing SenseTask’s AI extracts critical data with impressive accuracy, reducing manual data entry and errors. Process documents at lightning speed and make invoice handling seamless, so your team can focus on what matters. Document Workflows and Approvals SenseTask’s Document Management System lets you build workflows and approval steps around extracted key data, ensuring each document moves smoothly through its unique process.Starting Price: $99/month -
49
Cloudwork
Cloudwork
Share documents defining read-only, review, comment, or full access. Set individual permissions or provide access to a team with one click. Secured links to external users also possible. Create and edit text documents, spreadsheets and presentations using integrated online editors. 100% compatible with Microsoft formats. Quickly and accurately file emails into your LEGALX document management system. Easily set rules to automatically file emails and map folders. Automatically keep all the files within specific folders organized, up-to-date, and available on the cloud, your mobile devices and local computer. Define and maintain directory structures to keep file organization uniform across all devices. Securely communicate with your team via personal messages or group conversations. Create a virtual workspace for every project with access control and audit trail. Secured video meetings for multiple participants with features including share screen, recording, waiting room, etc. -
50
Discus Greenbox
DiscusIT
Greenbox is a remarkably unique document management system with an advanced integrated business process management system. It is a Document Management System that helps in storing, tracking, retrieving and managing documents while having centralized access. Anyone and everyone with permission can access a file irrespective of where they are. The system takes care of complete safety and confidentiality of the documents and is designed to simplify the otherwise complicated operations. Greenbox allows the user access to a variety of features like unlimited folders and subfolders, universal content search, Solr OCR/text search inside an image, document versioning and restoration, granular access control and advanced document control feature. Document approval workflow, smart handling of metadata, and an attractive price bracket are some of its most notable features.Starting Price: $9.00/month/user
