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This section provides an overview for document management software as well as their applications and principles. Also, please take a look at the list of 21 document management software manufacturers and their company rankings. Here are the top-ranked document management software companies as of December, 2024: 1.OpenKM USA LLC, 2.Breton S.p.A., 3.EVERYDAY SOFTWARE, S.L..
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Categories Related to Document Management Software
Document Management Software is a general term for available software with the function to efficiently handle important documents and information.
Document Management Software enables efficient information sharing, retrieval, and information security. They include digitization, which digitizes paper documents; classification management, which classifies, organizes, and stores documents; access management, which manages document usage and access privileges; and disposal and storage management, which manages document disposal and storage deadlines.
In recent years, Document Management Software using cloud services and artificial intelligence (AI)-based document classification and retrieval systems have been attracting attention. These technologies enable more advanced document management software.
Document Management Software is used in various situations in companies and organizations.
Here are some of the uses:
Document Management Software allows centralization of information and efficient sharing of information within a company. Even in cases where documents are scattered or handwritten, digitization and software can be used to quickly locate necessary information.
Proper document management software can reduce the risk of information leaks and unauthorized access. Access authorization management, disposal and storage management can prevent information leaks and unauthorized use.
Document Management Software based on laws and regulations is useful in situations where compliance is required.
Document Management Software can be used to improve workflow. For example, sharing documents and automating the approval process can improve work efficiency and prevent errors.
Document Management Software enables the collection of data that can be used to improve business operations. For example, document usage and access logs can be analyzed to derive ideas for business improvement.
Document Management Software consists of the following functions:
Formulation of document management software rules is an important step that forms the foundation of document management. By clearly defining document types, retention periods, access privileges, disposal criteria, etc., The software can centralize document management and prevent information leaks and unauthorized use.
There are different methods for classifying documents according to business processes and document types. Appropriate setting of the classification method enables quick retrieval of necessary information. In addition, common classification rules and periodic review of the classification master are used to classify documents.
Access privileges are set for viewing and using documents to prevent information leaks and unauthorized use. Access privileges are set according to position and job description. In addition, access logs are recorded and access privileges are periodically reviewed.
Document Management Software reduces the burden of information leakage and information management by managing document disposal and retention deadlines. Disposal and retention deadlines are determined in accordance with laws and internal company regulations.
Documents are defined in ISO 9001 as "information and the media in which it is contained". Information can be in various forms, such as text, program code, or blueprints, and the medium can be paper or electronic.
Similar to documents are records. Records are a form of documentation, defined in ISO 9001 as "document that describes the results achieved or provides evidence of activities performed."
In general, documents managed by document management software are documents other than records. Since records have the nature of evidence of facts, any change is falsification and is prohibited. On the other hand, documents such as contracts and specifications may be changed according to circumstances and are called updates or revisions.
Document Management Software reviews and approves the created documents for appropriateness before issuing them. After issuance, when updates are made as necessary, they are also reviewed and re-approved. Change Management Software is also required to identify where a document has been changed, its change history, and the version in effect.
When issued documents are disseminated or distributed internally or externally to share information, it is necessary to maintain document management software to determine who has access to the documents. In addition, a storage deadline should be set, and a method for disposing of documents after the storage deadline is over should also be determined in advance.
In document management software, it is important to clarify the rules at each stage of the document lifecycle, from creation, distribution, storage, and disposal.
*Including some distributors, etc.
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LogicalDOC is a global software manufacturer and developer, founded in 2006, with its headquarters in Fair Lawn, New Jersey, USA. The company specializes in Enterprise Document Management and offers both On-Premise and Cloud solutions to help companies collaborate on, search, and manage the business documents of everyday tasks. Its primary product is its document management system, which is designed to be intuitive, and is available in more than 15 languages. It provides system integration on all mobile devices and its component-based and system-independent architecture gives the platform modularity and extensibility, allowing it to be deployed on a range of systems.
DocXellent, based in Norwich, Connecticut, USA, and is a developer and manufacturer of productivity and file management software originally established in 1983 as Mystic Management Systems, Inc. The company offers the Ensur web-based document management and quality control software, and the Ensur Lite low-cost alternative for devices with low specifications or capabilities such as Chromebooks. It also offers subscription as a service (SaaS) plans, and consultation services for customers requiring additional support. The company’s products are commonly used in the commercial office and private security sectors.
Canopy, established in 2014 and based in Draper, Utah, is a manufacturer and supplier of accounting practice management software. The company's product range includes client management, document management, workflow, time & billing, and client portal. These products assist firms in client relationships, document handling, workflow optimization, billing processes, and client communication. Industries served are software development, tax resolution, practice management, and IRS-related services. The company's services are centered on providing accounting software, tax resolution tools, practice management solutions, and IRS transcript access.
Fortra LLC., established in 1986 and headquartered in Eden Prairie, Minnesota, is a supplier of systems and network management, business intelligence, and security solutions. The company offers a range of services, including managed detection and response, managed web application firewall, and managed data loss prevention. It also offers managed integrity monitoring and IBM i security services. Its services provide 24/7 monitoring and response to security incidents, helping organizations quickly detect and respond to threats. It serves various industries such as healthcare, finance, retail, and manufacturing.
Square 9 Softworks, founded in New Haven, CT United States in 2006, is a supplier of intelligent document processing platform that takes the paper out of work and makes it easier to get things done with digital workflows. The company offers services such as workflow automation enables to mapping of document activities from data capture, business process management software, document capture automation system, and dynamic web forms for easy capture and rotuing of information.
MasterControl Solutions, Inc., founded in Salt Lake City, United States in 1993, is a supplier of digital manufacturing solutions. The company provides solutions such as automated equipment calibration systems, manufacturing recipe management systems, electronic device history record (eDHR) software, and electronic batch records (EBR) software. The company serves industries including pharmaceuticals, medical devices, dietary supplements, biologics, and food and beverage and also provides services such as training, quality control, and product development.
Breton SpA is an Italian manufacturer of stone forming products that was established in Castello di Godego, Treviso in 1963. The company’s product lineup includes machines and lines for processing natural as well as engineered stone, ceramic, or composites, such as contouring machines and waterjet machines. It also offers its BRETONSTONE branded plants for creating slabs or tiles from natural stone aggregates, along with various BRETON branded software for managing or optimizing production processes. The company’s products are mainly used by marble, granite, tile, and ceramic designers or fabricators in the architectural, art, and composites industries.
OpenKM is a leading document management system that simplifies digital asset storage, organization, and retrieval. Its feature-rich platform offers efficiency, security, and collaboration, making it an ideal choice for businesses aiming to streamline their document management processes.
Procore Technologies, Inc., founded in 2002 and headquartered in Carpinteria, California, United States, is a supplier of construction management software solutions to more than 100,000 users globally. The company offers a cloud-based software system to manage various construction projects, including apartment buildings, office buildings, retail centers, university facilities, and industrial premises. Its product offerings include project execution, pre-construction, workforce management, construction intelligence, and financial management. The company offers customisable tools to enhance collaboration for owners, contractors, subcontractors, engineering firms, and construction management firms.
Hagerman & Co., Inc., established in 1984, is a supplier of software solutions and services for design, manufacturing, and data management, located in the United States. The company offers a comprehensive range of software products, including CAD, CAM, and 3D printing solutions. It serves a diverse clientele spanning industries such as engineering, architecture, and construction. Its extensive network of professionals and partnerships with industry forerunners positions the company as a go-to resource for businesses seeking cutting-edge design and manufacturing technologies. It connects, enhances and automates efficient systems within customer organization, delivering first-in-class solutions to customers.
IntelliChief., founded in Tampa, FL, United States in 2005, is a supplier of a centralized platform for managing content and business processes. The company provides solutions such as content management, process automation, formal ERP integrations, optical character recognition (OCR), and mobile content management. The company serves all industries to digitize, standardize, and automate business processes in Accounting (AP & AR), Finance, Customer Service, Logistics/Distribution Operations, and other paper and process-intensive departments.
DocuWare Corporation, founded in Germany in 1988, is a supplier of document management software that delivers smart digital workflow and document control for substantial productivity gains without the need for IT resources. The company's product portfolio includes DocuWare Cloud, Preconfigured cloud solutions, Cloud and on-premises deployment, and mobile apps. The company also has capabilities of intelligent indexing, workflow management, and task management. document import and electronic signatures and offers digital transformation concultancy for the business.
Ranking as of December 2024
Derivation Method| Rank | Company | Click Share |
|---|---|---|
| 1 | OpenKM USA LLC |
11.4%
|
| 2 | Breton S.p.A. |
8.6%
|
| 3 | EVERYDAY SOFTWARE, S.L. |
8.6%
|
| 4 | Hagerman & Co., Inc. |
8.6%
|
| 5 | Aletiq. |
5.7%
|
| 6 | egsolutions |
5.7%
|
| 7 | Thomson Reuters |
5.7%
|
| 8 | Canopy Tax, Inc. |
5.7%
|
| 9 | MetaSource, LLC |
5.7%
|
| 10 | IntelliChief |
5.7%
|
Derivation Method
The ranking is calculated based on the click share within the document management software page as of December 2024. Click share is defined as the total number of clicks for all companies during the period divided by the number of clicks for each company.Number of Employees
Newly Established Company
Company with a History
*Including some distributors, etc.
*Including some distributors, etc.
| Country | Number of Companies | Share (%) |
|---|---|---|
|
United States of America
|
10 | 66.7% |
|
Italy
|
2 | 13.3% |
|
Spain
|
2 | 13.3% |
France
|
1 | 6.7% |
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