Speaker 1: A document management system, or DMS, is a software system that enables an organization to track and store electronic documents and scanned images of paper documents. Simply put, a document management software helps large companies and small businesses alike with document workflow, file sharing, and electronic document management. In this video, we'll look at the best DMS solutions available on the market. Let's get started. 1. Bit.ai Bit.ai is a powerful workplace and document collaboration platform that allows individuals and teams to create, collaborate, and organize all their knowledge in one place from anywhere in the world. It offers a wide range of features to create dynamic notes, documents, wikis, knowledge bases, projects, client deliverables, technical docs, training guides, and client portals, all while integrating across the apps you work with. The platform is designed for the new era, with modern, beautiful, and fully integrated smart living documents that can be customized using the template gallery, which includes over 90 interactive new-age templates to accomplish more in less time. The smart editor allows users to select any text and make it bold, italics, turn it into a heading, quote, list, hyperlink text, interlink docs, and much more. Bit.ai also offers a wiki and interlink docs feature, allowing users to quickly capture and share ideas by creating pages and linking them together to create an external and internal wiki. The link preview feature allows users to display visual link previews of any web article and customize the layout and text to add context to what they're sharing by adding their own thoughts. The attach file feature enables users to add 100-plus file types, images, text blocks, code blocks, math equations, and digital content in their library, and allows their audience to preview the content, download, and provide context around their files. Bit.ai's document tracking feature enables users to invite team members, partners, and clients for real-time collaboration, creating smart, interactive documents together. Users can collaborate effectively in real-time and work together, invite team members, contractors, partners, and clients. The platform's inline comments feature allows users to highlight specific text on the doc to add mention, ask questions, and drive collaboration. Bit.ai's smart tables feature allows users to create beautiful responsive tables within their Bit Docs, choosing from various design themes. Additionally, users can add a primary color to match their brand and add dimension to their documents using the theme design feature. Bit offers over 100 rich integrations, including cloud files from Google Drive, Box, SharePoint, or OneDrive. So these are the reasons why Bit.ai is one of the top-rated document management software available on the market. And if you'd like to try this powerful platform, below this video is a link to Bit's completely free plan. Monday.com is a work operating system that helps you store, share, delete, edit, categorize, and manage the documents in your organization. The platform lets you set permission levels to boards so that only the right people can access certain information. Thanks to Monday.com's Activity Log, you can explore the entire history you've had with customers, employees, and stakeholders and visualize all the document versions available. This can improve your document control as you can oversee what everyone's doing and get all your team involved in the document management process. With Monday.com's Search Everything feature, you can quickly find any information across your entire account. Search Everything also comes with advanced filtering options so you can scan through hundreds of documents in seconds and find what you're looking for. And with its newest building block, WorkDocs, you can create and brainstorm new documents. Monday.com WorkDocs are multimedia whiteboards where you and your team can record notes related to a central topic. In addition, the platform provides you with a template to manage your digital assets. You can store up to 1,000 gigabytes depending on your subscription. You can also invite all your team members to collaborate and share documents in a single place, which can help you get more digital document control and increased process adoption. PandaDoc PandaDoc empowers more than 40,000 customers to create, manage, and e-sign all their documents. PandaDoc helps you simplify processes and increase efficiency across the entire organization. When you integrate your existing CRM, payment, and file storage apps into a single workflow, over 18,000 customers use PandaDoc's all-in-one document automation software to streamline the process to create, approve, and e-sign proposals, quotes, and contracts. PandaDoc helps you simplify processes and increase efficiency across the entire organization when you integrate your existing CRM, payment, and file storage apps into a single workflow. PandaDoc is rated the top proposal and contract software by its customers year after year on review sites like G2, Trust Radius, and Capterra. ConnectTeam ConnectTeam is an award-winning business management system that allows SMBs and large enterprises to organize and share documents that easily reach their workforce. This all-in-one software, loved by 36,000-plus businesses, has a wide range of document management features that will benefit your business. With ConnectTeam, you can easily upload all kinds of documents to the app. Minimal storage will be used on employees' devices, meaning they can use features smoothly and quickly on their smartphones. Employees can collaborate and communicate easily, sharing any relevant documents as well as images, videos, and all file types across the company. You can select and restrict which documents you want specific or groups of employees to see, ensuring that data is always protected. You can create an easy, affordable training experience, ensuring that document management features are labeled and customized in the company's tone and voice. ConnectTeam guarantees that all documents are easy to find for you and your employees. ConnectTeam is the perfect document management system for the mobile workforce, including remote workers and deskless teams. SignNow SignNow is an intuitive document signing and management software loved by users for its ease of use and low price point. SignNow is a no-frills solution for affordable document signing services. In terms of features, it stacks up well with big names in the industry, offering unlimited templates, many integrations, cloud storage, even on the lowest paid tier, multiple language support, audit trail, reminders, and more. One handy feature SignNow offers is a unique direct signing link. When you upload a document for signing, you don't have to let the provider send a third-party email to your client requesting a signature. Instead, SignNow gives you a direct link so you can email or text to your client so that the request comes right from you. Another point for SignNow goes to its mobile app. Document recipients can sign important papers without signing up for an account from desktop, phone, or tablet devices. Zoho WorkDrive Zoho WorkDrive is a cloud-based file storage, sync, and collaboration solution for teams of any size. WorkDrive's team folders provide a secure, shared workspace to help teams organize and manage all their files in a single place. Zoho WorkDrive organizes and stores files in dedicated team folders for different projects, tasks, teams, or departments. Team folders can be made public or private, and users can assign appropriate roles to members based on their function to ensure that only permitted members can read, write, or comment on files. All members of a team folder are notified immediately when changes are made to any of the files in that folder. The check-in, check-out feature prevents other team members from editing a file that a user wants to work on alone. Zoho WorkDrive also enables users to provide feedback by leaving comments and context on a teammate's work. A draft feature allows users to draft or create files in the Zoho Office Suite before publishing. Bulk upload functionality is designed to give users access to files as quickly as possible, while sorting tools and advanced search options allow users to keep everything in order and locate files quickly and easily. Zoho WorkDrive supports a preview of 160 file types, allowing users to view multiple different file formats. With WorkDrive's TrueSync, your hard drive storage limit is no longer a concern. You can access your WorkDrive files and folders right from your desktop, while leaving every bit of your local storage intact. WorkDrive offers other features, including real-time notifications, document drafting, file sharing with configurable access controls, a smart desktop sync, file versioning, analytics, and much more. Native iOS and Android apps give users the flexibility to access and manage files on the go from their smartphones. 7. Trustworthy Trustworthy is the family operating system, an online service that helps modern families curate, manage, and optimize their important information, IDs, money, property, passwords, taxes, legal, emergency instructions, and family archives. Trustworthy starts with a few basic details about your family, then analyzes data from thousands of anonymized families to create a personalized dashboard that fits your household's needs. You can invite a family member or trusted professional to quickly update your estate, documents, your spouse's ID, or your kid's insurance. Every account is automatically enabled for two-factor authentication and data redaction. This means that even the Trustworthy team cannot see your most sensitive data. In short, Trustworthy does things no other system of organization can do, from bank-level security and real-time collaboration to intelligent reminders and insightful suggestions. You can ditch the piles and files for a single source of truth. And if you want to try this powerful family operating system, Trustworthy offers our audience a 14-day free trial. So these are the best document management software available on the market. We hope this list will help you choose the right software for your business. If you're undecided about which tool to choose, in the video descriptions you'll find free trials and the latest discounts to all these platforms, so we highly recommend checking them out and doing your own research to see which platform suits your needs best. Thanks for watching and see you in the next video.