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title: Page 2 - Best Records Management Software - 2026 Reviews, Pricing & Demos
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# Records Management Software

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## Products

1. [FileCloud](https://www.softwareadvice.co.uk/software/39711/filecloud) — 4.6/5 (225 reviews) — FileCloud is a hyper-secure content collaboration platform (CCP) supporting millions of users around the world, inclu...
2. [Seismic](https://www.softwareadvice.co.uk/software/93998/seismic) — 4.6/5 (215 reviews) — Seismic is a cloud-based enablement platform that provides a unified solution for managing sales content, training an...
3. [Quip](https://www.softwareadvice.co.uk/software/35270/quipcms) — 4.4/5 (209 reviews) — Quip is a cloud-based project management and task collaboration solution that help users work together and communicat...
4. [pCloud Business](https://www.softwareadvice.co.uk/software/167599/pcloud) — 4.5/5 (180 reviews) — pCloud is a cloud-based digital asset management tool that provides an integrated file sharing platform where users c...
5. [Ideagen Quality Management](https://www.softwareadvice.co.uk/software/419186/Ideagen-Quality-Management) — 4.5/5 (178 reviews) — Ideagen Quality Management is a governance, risk and compliance (GRC) solution for the manufacturing, health care and...
6. [Fusebase](https://www.softwareadvice.co.uk/software/384776/nimbus-note) — 4.7/5 (176 reviews) — FuseBase is an AI-powered, all-in-one client collaboration tool designed to help professional services streamline wor...
7. [SmartDocs](https://www.softwareadvice.co.uk/software/94823/smartdocs) — 4.7/5 (153 reviews) — SmartDocs is a content management software designed to help Microsoft Word and SharePoint users collate content from ...
8. [Adobe Experience Manager](https://www.softwareadvice.co.uk/software/6734/adobe-experience-manager) — 4.3/5 (142 reviews) — Adobe Experience Manager is a content management platform that combines digital asset management, a content managemen...
9. [SmartVault](https://www.softwareadvice.co.uk/software/154759/smartvault) — 4.3/5 (137 reviews) — SmartVault is a document management software that enables businesses across various industry verticals such as constr...
10. [Tresorit](https://www.softwareadvice.co.uk/software/158122/tresorit) — 4.8/5 (130 reviews) — Tresorit is an end-to-end encrypted, cloud-based file sync and sharing solution. It is designed for various industry ...
11. [onPhase](https://www.softwareadvice.co.uk/software/131971/docuphase) — 4.5/5 (127 reviews) — onPhase offers a suite of financial solutions that create predictability and visibility. It assists with document man...
12. [CapLinked](https://www.softwareadvice.co.uk/software/127654/caplinked) — 4.5/5 (122 reviews) — CapLinked is a cloud-based virtual data room for file sharing and document management that helps businesses seeking t...
13. [eXo Platform](https://www.softwareadvice.co.uk/software/134830/exo-platform) — 4.6/5 (120 reviews) — eXo Platform is a digital workplace solution that allows businesses to connect, engage, empower, and reward teams. eX...
14. [Sirv](https://www.softwareadvice.co.uk/software/110094/sirv) — 4.7/5 (119 reviews) — Sirv is a digital asset management solution designed to help businesses automatically optimize the image size to down...
15. [Dokmee ECM](https://www.softwareadvice.co.uk/software/49265/dokmee) — 4.7/5 (117 reviews) — Dokmee from OfficeGemini is a enterprise content management solution for businesses of all sizes. It can be installed...
16. [DocuWare](https://www.softwareadvice.co.uk/software/388917/docuware) — 4.6/5 (113 reviews) — DocuWare is a document management and workflow automation solution that helps businesses transfer and optimize digita...
17. [Conga Composer](https://www.softwareadvice.co.uk/software/443125/tinderbox) — 4.4/5 (113 reviews) — Conga Composer is document generation software designed to create accurate and professional documents by pulling data...
18. [FileInvite](https://www.softwareadvice.co.uk/software/134281/fileinvite) — 4.7/5 (99 reviews) — FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and cli...
19. [Paperflite](https://www.softwareadvice.co.uk/software/110151/paperflite) — 4.9/5 (98 reviews) — Paperflite is a cloud-based content management system that assists marketing and sales teams with collaboration and p...
20. [DocStar ECM](https://www.softwareadvice.co.uk/software/32868/docstar-dms) — 4.0/5 (97 reviews) — DocStar Enterprise Content Management helps midsize and large organizations securely capture, store, organize, and sh...
21. [Dropbox DocSend](https://www.softwareadvice.co.uk/software/131965/docsend) — 4.5/5 (95 reviews) — DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect...
22. [Zoho WorkDrive](https://www.softwareadvice.co.uk/software/395414/zoho-workdrive) — 4.6/5 (95 reviews) — Zoho WorkDrive is a cloud-based document management solution designed to help businesses of all sizes store, manage a...
23. [LogicalDOC](https://www.softwareadvice.co.uk/software/45365/logicaldoc) — 4.5/5 (93 reviews) — LogicalDOC is a content management solution that caters to businesses of all sizes across various industries such as ...
24. [QorusDocs](https://www.softwareadvice.co.uk/software/152905/qorusdocs) — 4.7/5 (91 reviews) — QorusDocs is AI-powered proposal management software that streamlines the creation of personalized pitches, presentat...
25. [Datto SIRIS](https://www.softwareadvice.co.uk/software/131413/datto) — 4.5/5 (91 reviews) — Datto SIRIS is an all-in-one BCDR solution built for MSPs to efficiently prevent data loss and minimize downtime. Uti...

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## Related Categories

- [Inventory Management Software](https://www.softwareadvice.co.uk/directory/4490/inventory-management/software)
- [Farm Management Software](https://www.softwareadvice.co.uk/directory/4143/farm-management/software)

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This platform empowers professional services with hundreds of advanced yet intuitive features for real-time collaboration, project and information management, and even content creation.\n\nOffer services under your brand and deliver outstanding, personalized customer experiences with white-labeled client portals that centralize communication, project progress tracking, and knowledge management. Use the innovative drag-n-drop document builder to craft interactive super-documents with any file formats and embeds from 2000+ supported integrations.\n\nTry Kanban boards, project tracking tools, real-time editing, and more features in FuseBase team workspaces for productive collaboration. 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Adobe Learning Manager is a learning management system for customer engagement, partner training, and employee development. Experience Manager Guides is a cloud-native content management system for managing documentation and support content. The platform operates in a cloud-native environment designed for scalability and performance.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/81ab4819-e5d1-42eb-9fa2-7cba3ff20463.png","url":"https://www.softwareadvice.co.uk/software/6734/adobe-experience-manager","@type":"ListItem"},{"name":"SmartVault","position":9,"description":"SmartVault is a document management software that enables businesses across various industry verticals such as construction, financial, accounting, and manufacturing handle sharing and storage of documents in a centralized repository. Organizations can design a personalized portal with custom logos to establish brand identity with clients.\n\nSmartVault includes custom workflows, which allow enterprises to automate uploading, scanning and distribution of documents with internal and external stakeholders. It offers numerous features such as two-factor authentication, drag-and-drop capabilities, file versioning, payment processing, full-text search, collaboration management, electronic signature capturing and more. Additionally, administrators can ensure compliance with CCPA, GDPR, SEC, GLBA, FINRA and other legal and industrial standards.\n\nSmartVault facilitates integration with various third-party applications like Salesforce, Hubdoc, TaxCalc, Xero, FreshBooks, Method CRM, Microsoft Outlook and more. 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Users can also set up expiration date and an open limit for each shared link. Links opens can be tracked.\n\n\nThe solution is GDPR and HIPAA compliant, it’s ISO 27001 certified and member of the Trusted Cloud and the Cloud Security Alliance. Support is available via phone or knowledge base. Pricing is per month or year per user.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9e66c106-41bc-481d-a614-c67022866002.png","url":"https://www.softwareadvice.co.uk/software/158122/tresorit","@type":"ListItem"},{"name":"onPhase","position":11,"description":"onPhase offers a suite of financial solutions that create predictability and visibility. It assists with document management, invoice and data capture, forms and workflow, accounts payable (AP) automation, and vendor and supplier payments. Users can optimize and automate back-office operations for HR and finance teams.\n\nonPhase automates how invoices are captured, coded, routed for approval, and paid. It assists finance teams with the handling of documentation such as contracts, invoices, receipts, financial statements, and purchase orders. It lets users digitize paper-records, centralizing these documents into a repository and simplifying how data is stored and retrieved for security and compliance. \n\nonPhase automates the collection, routing, approval, and notification processes for expense approvals, time off requests, and employee onboarding.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/fa8683c0-8122-4a1d-86ca-a80574004aa5.png","url":"https://www.softwareadvice.co.uk/software/131971/docuphase","@type":"ListItem"},{"name":"CapLinked","position":12,"description":"CapLinked is a cloud-based virtual data room for file sharing and document management that helps businesses seeking to exchange confidential documents with third parties. The most common uses of the application include mergers and acquisitions transactions, raising capital, licensing, asset sales and due diligence.\n\n\nCapLinked’s activity dashboard allows users to monitor notifications, view recent activity and manage messages and contacts. Workspace is a secure platform by CapLinked for storing and sharing documents with buyers and sellers. With role-based permissions, users can configure document security and access modes for different user sets.\n\n\nCapLinked's collaboration features allows teammates and external parties to edit and collaborate on a single document without downloading it. Integrated instant messaging allows collaborators to communicate instantly. The Activity Tracker feature tracks all changes made including downloads, uploads, document views, permission changes and viewed pages.\n\n\nCapLinked provides integration with Salesforce, Dropbox, Box, OneDrive and Google Drive. Customer support includes 24/7 email and phone support to all clients.\n\nhttps://www.caplinked.com/","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/845a3677-b0c4-437f-88d4-9ac5f25c5fb8.png","url":"https://www.softwareadvice.co.uk/software/127654/caplinked","@type":"ListItem"},{"name":"eXo Platform","position":13,"description":"eXo Platform is a digital workplace solution that allows businesses to connect, engage, empower, and reward teams.\n\n\neXo Platform is a holistic solution that combines social, collaborative, gamification and reward features to enhance the work experience, achieve higher engagement rates and boost overall productivity.\n\n\nFeatures include enterprise social networking, collaborative spaces, document management, content publishing, calendars, task management, private or team chat, video conferencing, and a unified search function to make information from various sources easily accessible.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/230b2856-fe7c-44f6-ba15-333c0fc6c9d2.png","url":"https://www.softwareadvice.co.uk/software/134830/exo-platform","@type":"ListItem"},{"name":"Sirv","position":14,"description":"Sirv is a digital asset management solution designed to help businesses automatically optimize the image size to download in PNG, JPEG or WebP format. Using Sirv’s image processing module, organizations can upload high-resolution images on multiple websites and optimize search engine rankings.\n\n\nFeatures of Sirv include file sharing, data backup, collaboration, notifications, image watermarking, role-based user access, analytics, data storage and more. It allows professionals to automatically detect the optimal format of images to resize, crop or manipulate them in bulk. Additionally, the application allows employees to create square thumbnail images in real-time.\n\n\nSirv comes with an application programming interface (API), which facilitates integration with several third-party platforms, such as WordPress, Shopify, BigCommerce, Magento, Salesforce Commerce Cloud, WooCommerce and more. Pricing is available on a monthly and annual subscription and support is extended via online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/b51bbceb-aa4f-4ef3-9449-10a85cb87e9f.png","url":"https://www.softwareadvice.co.uk/software/110094/sirv","@type":"ListItem"},{"name":"Dokmee ECM","position":15,"description":"Dokmee from OfficeGemini is a enterprise content management solution for businesses of all sizes. It can be installed on-premises as well as hosted on the cloud. Key features include document management, multi-user access, file and folder restrictions, audit logs and periodic backups.\n\n\nDokmee also provides a variety of functions such as document capture and storage, text-based searchability, file retrieval and sharing. It integrates with a variety of third-party business applications including SAP, SalesForce, Quickbooks and MS Office. The user restriction feature allows document owners to set file and folder level restrictions to limit document accessibility by others.\n\n\nDokmee is used across various industry verticals, including finance, legal, healthcare, insurance, education and real estate. The desktop version can be purchased for a one-time license fee while the cloud version can be purchased on a monthly or annual subscription basis. The maintenance plan includes support via phone and email.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/37410099-d59f-43b8-b7d6-2996d65ccdc5.png","url":"https://www.softwareadvice.co.uk/software/49265/dokmee","@type":"ListItem"},{"name":"DocuWare","position":16,"description":"DocuWare is a document management and workflow automation solution that helps businesses transfer and optimize digital and paper-based assets on a unified platform. DocuWare captures data from various sources enabling users to perform automated data entry and management all while ensuring the highest standards of security and privacy for compliance with laws such as HIPPA, GDPR and SOC. On-premises and cloud-based solutions available.\n\nPrimary features of DocuWare include SAP records, Windows folder import, full-text indexing, barcode recognition, task control, deletion workflows, versioning, pending box and flexible search. Additionally, the solution integrates to accelerate existing software, and assists users with decision-making processes by sorting, linking and distributing information. DocuWare provides comprehensive training and guidance through a document management roadmap. Pricing of the product is available on a monthly subscription and support is extended via phone, email, online help desk and documentation.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/f93283a5-bbd5-4bf3-9acc-7208654d8c18.png","url":"https://www.softwareadvice.co.uk/software/388917/docuware","@type":"ListItem"},{"name":"Conga Composer","position":17,"description":"Conga Composer is document generation software designed to create accurate and professional documents by pulling data from various systems of record. It is used across departments such as sales, finance, legal, human resources, marketing, and support. Industries including technology, financial services, healthcare, life sciences, manufacturing, and transportation utilize the software to streamline document workflows and maintain consistent branding in business communications.\n\nThe software captures and merges data from systems such as CRM and ERP platforms to populate customizable templates. It generates documents in formats such as PDF, Microsoft Word, Excel, PowerPoint, and HTML email. Features include advanced content options such as tables, images, rich text, charts, dashboards, custom fonts, watermarks, and global currencies. Users can conditionally display sections, group data, and apply formulas based on business rules. The software supports bulk document generation and can send files using time-based or action-based triggers. Documents can be distributed through email, storage systems, or downloads.\n\nThe platform uses an API-first approach, allowing developers to embed document generation into custom applications and workflows. It supports the creation of various document types, including proposals, quotes, contracts, invoices, service agreements, and customer communications, using pre-built or custom templates. The software ensures brand standardization and reduces data inconsistencies by pulling information directly from source systems.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/1cdd2a43-d519-487f-9045-06325df53c26.png","url":"https://www.softwareadvice.co.uk/software/443125/tinderbox","@type":"ListItem"},{"name":"FileInvite","position":18,"description":"FileInvite is a document collection solution built to streamline how businesses gather documents, signatures, and client data. Designed with the needs of financial services and lending teams in mind, FileInvite provides a secure client portal that simplifies document intake from any device. It features online forms with digital signing, reusable templates, and automated reminders to reduce follow-ups and accelerate processing.\n\nAn intuitive admin dashboard gives teams full visibility and control over document requests, while integrations with platforms like Salesforce, HubSpot, SharePoint, Google Drive, and more enable seamless workflows with existing systems. Trusted by banks, credit unions, and professional service firms, FileInvite helps reduce loan cycle times, save hours of admin per week, and maintain compliance with SOC 2 Type 2 and GDPR standards.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/abe902cf-616d-4e2a-a81f-9a7df92b052c.png","url":"https://www.softwareadvice.co.uk/software/134281/fileinvite","@type":"ListItem"},{"name":"Paperflite","position":19,"description":"Paperflite is a cloud-based content management system that assists marketing and sales teams with collaboration and prospect engagement. Its key features include predefined templates, document management, indexing, text editing and a repository.\n\nThe application comes with a module, which sends alerts to team members when clients interact with shared content. Marketing teams can use the system to create campaigns by choosing themes, adding custom content and crafting messages for different audiences. \n\nThe solution lets stakeholders generate reports on metrics such as views and downloads, time spent on page, heat maps and integrated video analytics. Managers can provide role-based access to staff and assign permissions for editing and publishing content. Paperflite integrates with industry leading CRMs, marketing automation tools, and third-party applications such as DropBox, Box, Drive, OneDrive, Linkedin and Twitter. \n\nPaperflite is available on a monthly subscription and support is provided via online help desk.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/9c741b4f-57ea-45a6-b963-33db44127586.png","url":"https://www.softwareadvice.co.uk/software/110151/paperflite","@type":"ListItem"},{"name":"DocStar ECM","position":20,"description":"DocStar Enterprise Content Management helps midsize and large organizations securely capture, store, organize, and share documents across the business. The solution supports a wide range of file formats, making it easy to centralize content from multiple departments and systems. Cloud and on-premise deployment options provide flexibility for security, infrastructure, and scalability needs.\n\nUsers can upload content from desktop computers, mobile devices, tablets, and multifunction printers, with cloud access available from any location. Intelligent capture tools extract key data, reduce manual work, and ensure documents are accurately indexed for fast retrieval. DocStar also supports workflow automation for processes such as Accounts Payable, HR onboarding, and contract management.\n\nCompliance features include version control, audit trails, secure access controls, and retention management. The platform integrates with ERP, accounting, HRIS, and other systems to keep documents and data synchronized. Support is available through an online portal, email, and phone, with perpetual licensing and subscription pricing options.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/3f2cdff6-2229-4808-b813-907aa17241ec.png","url":"https://www.softwareadvice.co.uk/software/32868/docstar-dms","@type":"ListItem"},{"name":"Dropbox DocSend","position":21,"description":"DocSend is a secure sharing platform that helps you identify who is interested in doing business with you and protect your sensitive documents from getting in the wrong hands. \n\n\nWith DocSend you can track who opens your document and how much time they spend on each page, protect your documents with security features like email verification and viewer whitelisting, and share multiple documents with a single link using Spaces, our virtual deal room.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7b143d6e-433b-4f3f-aa6a-764e17da6500.png","url":"https://www.softwareadvice.co.uk/software/131965/docsend","@type":"ListItem"},{"name":"Zoho WorkDrive","position":22,"description":"Zoho WorkDrive is a cloud-based document management solution designed to help businesses of all sizes store, manage and share content with various stakeholders. Administrators can create dedicated team folders based on several metrics such as tasks, projects, teams or departments and provide access to specific users for reading, writing, commenting and collaborating across files.\n\nKey features of Zoho WorkDrive include audit trail, feedback, TrueSync app, Labels, analytics, notifications and external file sharing. The solution comes with a built-in Zoho Office Suite, which allows teams to create, edit, publish spreadsheets, documents and presentations. Additionally, enterprises can maintain several versions of the same file or compare existing and previous versions for changes.\n\nZoho WorkDrive lets enterprises use data administration module to personalize documents, transfer file ownerships, discover forgotten files, retrieve lost documents and more. Pricing is available on monthly subscriptions and support is extended via email and other online measures.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/bb8acf92-bc03-4456-a5eb-0c7cc56628ef.png","url":"https://www.softwareadvice.co.uk/software/395414/zoho-workdrive","@type":"ListItem"},{"name":"LogicalDOC","position":23,"description":"LogicalDOC is a content management solution that caters to businesses of all sizes across various industries such as information technology and services, oil and energy, wholesale and more. Key features include access control, communication management, permission management, file management, a drag and drop interface and customizable branding.\n\nLogicalDOC provides users with pre-built templates for a variety of documents. The solution also provides tools to help users search uploaded documents, bookmark specific files, convert them into multiple formats, edit documents and import or export content from ZIP archives, e-mail boxes and desktop devices.\n\nAdditionally, LogicalDOC features version control, an integrated HTML editor, digital watermarking, optical character recognition (OCR) and multilingual full-text indexing. The solution can either be deployed on-premise or hosted in the cloud. Support is offered over the phone. One time, per-license pricing is available.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2286de48-0749-4138-931e-92c3e57c9943.png","url":"https://www.softwareadvice.co.uk/software/45365/logicaldoc","@type":"ListItem"},{"name":"QorusDocs","position":24,"description":"QorusDocs is AI-powered proposal management software that streamlines the creation of personalized pitches, presentations, proposals and RFP responses. QorusDocs allows business development, sales, marketing and bid teams to collaborate seamlessly, optimizing billable hours and increasing client wins.\n\nQorusDocs is used in multiple industries that include tech, legal, professional services, healthcare insurance and manufacturing.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/7737d45c-07e0-4cf8-9100-2f582d9326c3.png","url":"https://www.softwareadvice.co.uk/software/152905/qorusdocs","@type":"ListItem"},{"name":"Datto SIRIS","position":25,"description":"Datto SIRIS is an all-in-one BCDR solution built for MSPs to efficiently prevent data loss and minimize downtime. \n\nUtilizing a cloud-first approach, MSPs can offer their clients local backup and recovery with a secure, cloud-based repository and full disaster recovery in the cloud. \n\nAll of this administered from a multi-tenant cloud portal that allows MSPs to view, manage and recover client data from a single interface. \n\nFlexible deployment: software-only and hardened backup appliances.","image":"https://gdm-catalog-fmapi-prod.imgix.net/ProductLogo/2cfc8ce0-f2ba-4d4b-af3f-2095f5d6f850.png","url":"https://www.softwareadvice.co.uk/software/131413/datto","@type":"ListItem"}],"numberOfItems":25}
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