15 Best Project Management Apps in September 2022 – Cheap Deals Business 2 Community
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If you want to save cash, but need a reliable space to store and manage documents, join us as we share some of the best free options available in the world of document management systems.
If you need a digital home for all your documents but don’t want to splash the cash, we’re going to share with you the best free document management software around. Just because they’re free doesn’t mean they’re not up to par. We would happily use all the services we recommend ourselves.
Of course, any service that’s free comes with limitations. If you’re a medium-to-large-sized business looking for an all-singing, all-dancing document management software, the options below may not be enough.
However, if you’re a personal user or a small company looking to effectively manage your digital “paperwork,” the selection below will help you keep your documents in order.
For ease of use, features and versatility, OpenDocMan is the best free DMS.
Yes. OpenDocMan offers a free version. However, paid plans are also available.
We believe Egnyte is the best overall document control software. Read our full Egnyte review.
Open source software is free-to-use source code that gives users the ability to modify and redistribute the code, often to improve the software.
The best free document management software offers as many quality features as possible, without asking for your money. Despite being free, we still expect to see an industry standard level of security, a well-designed platform and basic document management features like search and organization functionality.
These products offer many key features one would want to manage documents. The open source options outdo private companies offering free plans, but even they have features that are ideal for certain users. Read our document management best practices to learn how to make the most of each feature.
All the options below offer a full, long-lasting free plan. While many services offer free trials, they typically only last up to one month. With the selections below, you can trust you’ll have a free account for as long as the service is active.
More details about OpenDocMan:
Pros:
Cons:
OpenDocMan is one of the few open-source document management solutions available, and is a popular choice within the open-source community.
You can add custom metadata-like tags to categorize documents, making it easier to search for a particular document. It’s also possible to create temporary documents that will be deleted on the expiration date of your choice.
The user interface looks better placed on Web 1.0 due to its outdated design. However, if you prioritize functionality over form, you won’t be too concerned with how the platform looks as it works well.
File versioning is available, and users can access any and all revisions made on a specific document. You can also add decision makers who are authorized to review and accept new or edited documents.
Users can set up automated emails each time a document is created, viewed or edited. Moreover, users can set automatic file expirations. Such automations put OpenDocMan on par with paid services.
In the free market space, OpenDocMan is certainly the leading option for those working with digital documents. It comes with many of the key features we look for in a leading DMS, and despite the dated design, it functions extremely well and will give you most of what you need.
More details about OpenKM:
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The OpenKM document management software is fantastic for managing documents. It comes with automations that make life easier. Automations include but aren’t limited to automated file transformations (to change Word documents to PDFs), automatic file security and automated file movement based on the file description and metadata.
Other features include digital signatures, file versioning, reporting and a built-in task manager. These features make OpenKM more of a workstation with a DMS built into it, something that helps users manage all areas of their business.
Optical character recognition (OCR) allows you to edit and search data from paper documents, PDF documents and images. Users need to take a photo of the document and upload it to OpenKM. OCR technology scans the document and makes it possible to edit and search for it inside the DMS.
OpenKM is one of the best free document management systems available. It may take a little time to grasp, and the training tools could be better, but once you get used to it, it will function as a highly reliable document management system.
More details about OnlyOffice:
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Developed by Ascensio System SIA, OnlyOffice is a free-to-use service that can serve as a DMS and workstation. The platform is an open solution, which often leads to a better product, more flexibility and improved security. You also don’t have to worry about a private company having the ability to snoop around your documents (we see you, OneDrive and Google.)
In terms of functionality, OnlyOffice has a built-in document creator that lets you create Word documents, forms and spreadsheets, as well as audio and video files. It’s extremely basic, and personal users on the free plan don’t have access to document templates like those on a paid subscription.
OnlyOffice is only free for personal use. If you work in a team, you’ll need to look elsewhere or try one of the paid plans. The free version is a bare-bones document management system, so it may not be enough for users with a specific set of needs.
OnlyOffice lets you integrate an external cloud storage solution like Dropbox (read our full Dropbox review) with the platform, letting you access documents and other file types without taking up any of your free 2GB storage space.
We feel OnlyOffice could offer a little more than the bare bones of a space to store and create documents. It’s a good option for anyone who doesn’t want to use mainstream services; however, with only 2GB of space, you may need to use them anyway.
More details about Hightail:
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Like OnlyOffice, Hightail is limited as to what it can do when compared to a paid service. The free Lite plan offers only 2GB of storage and 100MB file-upload sizes. However, we like its usability and some of its unique features.
With regard to DMS features, Hightail enables you to create documents, file them in unique projects and share files with others. While the platform does have more intelligent features to organize documents, most of them are only available on the paid plans, which lets the free service down.
Although this article is predominantly targeting users looking for a space for documents, we would be remiss not to mention some of Hightail’s better features that pertain to video and images.
In addition to documents, you can upload videos and photos to your space, and the impressive part is that you can highlight specific sections of a video or image and leave real-time comments for another team member.
Those looking for a standard document management system that offers templates galore and helps you track your critical business documents should go with a different option. However, for those who want a little bit of everything, Hightail is worth your consideration.
More details about Confluence:
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Confluence is a document management software that provides a space for small teams to create and store documents that pertain to specific projects.
There’s a basic word processor where you can create original documents, or if you’re looking for something specific — like a performance chart — you can select from the many templates available inside the platform. There’s also a search bar that allows you to easily locate specific documents.
The free Confluence plan allows for up to 10 members, all of whom can contribute documents to the space you create. As a group you share the 2GB of cloud storage, so this service is only suitable for light use.
Confluence has made it possible to integrate third-party apps into the service. Users can integrate Google Drive (read our full Google Drive review). This allows users to embed Google Docs and Drive files directly into content created within Confluence.
Confluence lacks many of the smart and organizational features you’d get with a premium document management system, but remember, it’s free.
With that in mind, we believe the platform has created something that has enough character to entice those on a low (or no) existing budget. With the addition of the app integrations, what we have is a more than capable document management system.
Finding the best free electronic document management system isn’t easy, but it’s not impossible. Just because you’re not handing over your cash doesn’t mean you have to settle for less in terms of the features available — and we believe the selection above proves that.
For us, OpenDocMan and OpenKM are the perfect free options. They both offer intelligent automations, and they have fantastic search and categorization functionality. If they were to update their UI designs, they’d be close to offering the perfect DMS.
The other options, although a little thin on features, will also help you keep your documents in order, while offering some cool features to give you a better user experience. Either way, whichever service you choose, we’re confident none of them will let you down.
While still at it, read our document management vs content management guide to learn how they differ.
Which free DMS do you use? What do you think is the best option out of the selection above? Is there a DMS you would like us to review? Let us know in the comments. Thanks for reading.
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Canopy Workflow introduces new industry-leading automation to streamline and simplify workflow processes for accounting firms
DRAPER, Utah–(BUSINESS WIRE)–Canopy, the leading cloud-based practice management platform for accounting professionals, today announced the availability of new automation enhancements to its Workflow software. Canopy’s Workflow automation helps firms streamline the delivery of accounting services by reducing manual, repetitive processes leading to increased efficiency and accuracy.
By incorporating automation across accounting firms’ workflows, professionals have better visibility of their processes, optimize their time to get more done, and are able to use the time saved to focus on higher-value and more profitable efforts. The robust capabilities of Workflow automation are also extremely effective as a holistic practice management solution, working across the firm to ensure information is retained and the user experience is simplified.
“As accounting firms grow, they experience more complex workflows due to more clients, more internal staff, more projects, and ever-changing regulations. Managing these complexities can be time-consuming, but these new features make that experience significantly easier for firms,” said Larry Furr, Chief Product Officer, Canopy. “These updates are part of our continuous endeavor to make accounting processes as easy as possible for professionals in the industry. Workflow automation will drastically reduce time spent on a myriad of tasks and is built directly within the Canopy Practice Management suite.”
Automation
These new enhancements improve the experience of Canopy’s Workflow by allowing professionals to set automated rules for tasks based on conditions and the desired action. For example, workflow users can choose to assign a team member a specific task directly after a previous subtask has been marked as complete, helping ensure staff only see tasks they are able to work on.
Additionally, these updates will:
About Canopy
Canopy is an award-winning, cloud-based accounting practice management software suite designed to increase efficiency and boost revenue for accounting firms. It offers tools for client management, document management, workflow, and time & billing, as well as specialty compliance solutions that help accountants obtain IRS transcripts and resolve notices quickly. Canopy was ranked by Capterra as the #1 Top Performing Accounting Practice Management Software in 2022 and included in The Women’s Tech Council’s 2022 Shatter list, highlighting Canopy’s inclusive and diverse culture of innovation and well-being. Canopy’s solutions are SOC2 certified and data encrypted to ensure personal information is secure. Connect with us @CanopyTax and https://www.getcanopy.com/.
Jenny Olson
mPR, Inc. for Canopy
310-773-2568
jenny@mpublicrelations.com
Jenny Olson
mPR, Inc. for Canopy
310-773-2568
jenny@mpublicrelations.com
Metadata-Driven Document Management Platform Praised by Customers for ROI, Ease of Use & Workflow Automation
AUSTIN, Texas–(BUSINESS WIRE)–M-Files, a global leader in information management, today announced that the company has earned 2022 Top Rated awards for Enterprise Content Management Software and Document Management Software by TrustRadius. M-Files’ metadata-driven document management platform was praised by customers for its ability to simplify document-intensive tasks, minimize human error, and streamline processes. TrustRadius reviewers rated M-Files highest for product scalability (10), availability (9.1) and performance (9.1).
“As a global leader in information management, we are proud to once again be recognized by TrustRadius for our metadata-driven document management platform,” said Julian Cook, chief customer officer, M-Files. “Our mission is to help global enterprises manage and secure the ever-increasing amount of data brought on by digital transformation. Being recognized as a top-rated enterprise across content management and document management further signifies our commitment to delivering a best-in-class customer experience.”
M-Files seamlessly connects people with the content that they need, when they need it, regardless of where it is stored. The platform enables knowledge workers to quickly and easily find information, automate business processes, and enforce information control. With M-Files, businesses gain a leading edge by delivering better customer experiences and higher-quality work, with lower risk.
“M-Files has won two Top Rated awards in the Enterprise Content Management and Document Management software categories,” said Megan Headley, VP of research, TrustRadius. “These awards are based entirely on feedback from M-Files’ customers. Reviews on TrustRadius highlight improved data security, excellent availability and the ability to access their documents quickly.”
Since 2016, the TrustRadius Top Rated awards have become the B2B’s industry standard for unbiased recognition of technology products. As of May 11, 2022, M-Files reviews on TrustRadius include the below testimonials:
“M-Files delivers unmatched search and access management capabilities. M-Files is in my experience the absolute best document management system currently in existence. It allows for extreme flexibility to suit the needs of any organization, especially in access management. I have never seen a system other than M-Files that delivers the same functionality in document search and access management.” — Information & Technology Services Company [read the full review].
“M-Files as a metadata machine and efficiency producer. In our business, it is important to manage document access. In M-Files we may rather easily build processes around the engagement…and then store all the necessary documents under the engagement, and have the access and rights to be a heritage from the engagement level automatically.” — Management Consulting Company [read the full review].
“Measurable time savings enabled by document and information management with M-Files. MPS has been working with M-Files since 2012 and has realized significant improvements in information and document management. M-Files’ best-in-class document management functionalities have enabled more efficient work, freed up employees’ time to serve customers, and increased data security.” — MPS Enterprises [read the full review].
To learn more about the M-Files metadata-driven document management platform, visit www.m-files.com.
About M-Files
M-Files is a global leader in information management. The M-Files metadata-driven document management platform enables knowledge workers to instantly find the right information in any context, automate business processes, and enforce information control. This provides businesses with a competitive advantage and substantial ROI as they deliver better customer experiences and higher-quality work with lower risk. For more information, visit www.m-files.com.
Media:
Debra Dekelbaum, M-Files
debra.dekelbaum@m-files.com
+1 (972) 516-4210, ext. 272
Maryellen Sartori, fama PR
M-Files@famapr.com
Media:
Debra Dekelbaum, M-Files
debra.dekelbaum@m-files.com
+1 (972) 516-4210, ext. 272
Maryellen Sartori, fama PR
M-Files@famapr.com


