Document management software

What is document management software?

Document management software is a vital part of digital transformation. It enables your organization’s documents to be stored and accessed digitally, through an online platform.

Ongoing digital transformation has led to a need for document management tools. As employees’ workloads are increasingly online, document management software allows employees to track, manage and store electronic documents, making it easy to monitor and control documents.

Document management software offers many benefits, which can include:

  • Easy collaboration.
  • Version tracking
  • Organizational functions, such as search bars.
  • Integrated compliance on documents.
  • Real time updates.
  • Minimal risk of human error.

Choosing document management software

Different types of document management software are suitable for different organizations

There are multiple types of document management software available, and each offers different advantages and disadvantages. Your organization’s requirements must be taken into account when choosing which document management software to use.

It may even be that document management software is not the correct tool for your organization, for example, if your workload is content heavy, a digital asset management system could be more appropriate.

Choosing document management software

On-premise document management software

On-premise software is one of the first types of document management software, is often used in large organizations, and has the following properties:


  • Mostly runs offline, but some are online.
    • Allows control of data.
      • Traditionally viewed as more secure.


However, on-premise document management software can be difficult and costly to maintain, and cannot always scale with an organization. These document management platforms also lack easy accessibility from different locations, which is necessary for an era of flexible workspaces.

Choosing document management software

Cloud-based document management software

Cloud solutions are another common type of document management software. The benefits of cloud-based platforms include:


  • Allow collaboration between multiple users.
    • Real-time updates to documents.
      • Lower IT costs as physical servers do not have to be maintained.
        • Able to be accessed remotely.
          • Scalable with growing organizations.


Whilst cloud-based Document Management Software has been viewed as less secure, this view is unfounded, as there are multiple ways in which security and control can be obtained over cloud-stored data.

Templafy integrates with document management software

Templafy plays a vital role in document workflows

Choosing whether document management software is necessary, and which one works best for the needs of your organization is just one part of the document ecosystem. Templafy is also a part of this, and although it is not a document management software, it integrates with the following platforms:


  • iManage
    • Maconomy
      • F2
        • WorkZone
          • NetDocuments
            • SharePoint
              • On-premise solutions

Templafy integrates with document management software

Templafy provides central access for all your document needs

Templafy is a SaaS solution which enables employees to access all their organization’s relevant templates and content from within the applications they work in, such as Microsoft Office. Templafy also dynamically personalizes the document to each employee, meaning that time is saved, and compliance is ensured.

Through providing integration to document management software, digital asset management software, CRM systems, storage and more, Templafy makes document workflows easier, more compliant, and on-brand.

Request your free trial to get started, or get in touch for more details.

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Extra resources

Take a look at our blog for more information about document management software, how this can help your organization, and the challenges which digital transformation brings

The Document Management Process in the Age of Cloud

How the document management process has changed as a result of digital transformation, and why this is important

Read more 

Document Workflow Management in the Digital Age

How digital transformation impacts the way in which employees use documents in their work

Read more