Best Document Workflow Software in the UK

Interfacing automates document lifecycle workflows including drafting, review, endorsement, approval, publishing, change requests, periodic review, training assignment, read confirmation and archiving. Organizations can configure serial or parallel approvals, role-based routing, notifications, electronic signatures and audit trails. Document workflows remain connected to the controlled content and its associated processes, regulations, risks and responsibilities, providing end-to-end traceability throughout the document lifecycle.

MyQ develops print management solutions designed to make printing personalized, secure, and cost-effective. MyQ X features an intuitive user interface that supports deep personalization, allowing users to complete everyday tasks quickly through one-click actions. Powerful document workflows streamline scanning through smart automation, while advanced accounting and reporting tools provide clear insight into print costs and usage. MyQ Roger, a public cloud solution, allows users to browse cloud storages, print documents anytime from anywhere, and create customized scanning workflows that can even be triggered by voice commands. MyQ Roger turns a smartphone into a portable digital office, enabling documents handling from anywhere with an internet connection. Built on a public cloud architecture, MyQ Roger always delivers high availability and supports organizations of any size on their digital transformation journey.

LogicalDOC helps organizations around the world gain complete control over document management. Focusing on business process automation and fast content retrieval, this premier document management system (DMS) allows teams to create, collaborate, and manage large volumes of documents and stores valuable company data in a centralized repository. System features include a drag-and-drop document upload, forms management, optical character recognition (OCR), duplicate detection, barcode recognition, event logging, document archiving, integrated document workflow, and so much more. Schedule a free, no obligation, one-on-one demo today.

Soda PDF is the software solution that helps your business quickly achieve any document goal with ease. Edit, create, convert, merge, split, sign, or secure PDFs to your needs. Modify documents using the best PDF editor and PDF converter. Our easy-to-use PDF tools are made to streamline any document workflow with efficient results. With the fastest Microsoft Office to PDF converter on the market, our Batch tool helps you create or convert multiple PDFs at once, along with the ability to add page numbers, watermarks, Bates numbering & secure permissions to multiple files or folders in seconds. Keep a safe distance between people and paper by signing, managing & tracking electronic signatures remotely using our efficient E-Sign feature. Save time & avoid retyping with OCR Edit to quickly search, recognize & modify text contained within any scanned document or image file. Access Soda PDF’s entire suite of tools & services directly from your desktop, or from any device with a web browser.

Docsvault is a powerful and easy-to-use on-premise Document Management Software (DMS) designed to help organizations capture, centralize, manage, and secure their documents including emails, on desktop, mobile, and web-based platforms. With features like intelligent data capture, advanced search, secure file sharing, automated workflows, digital signatures, version control, web forms, audit trails, and two-factor authentication, Docsvault helps teams ensure information is safe, compliant, and always within reach. From law firms and government agencies to manufacturing, finance, and HR, Docsvault empowers users with compliance-ready tools, role-based access, and seamless collaboration. Whether it’s managing contracts, processing invoices, onboarding employees, organizing production files, or archival records, Docsvault makes complex document tasks into a simple, unified workflow - giving businesses peace of mind.

PandaDoc empowers more than 50,000+ growing organizations to thrive by taking the work out of document workflow. PandaDoc provides an all-in-one document automation platform that helps fast scaling teams accelerate the ability to create, manage, and sign digital documents including agreements, proposals, quotes, contracts, and more. Powerful, integrated, and secure, PandaDoc enables business users to create and send personalized documents for electronic signing in under 4 minutes. The five main use cases of PandaDoc are: - Proposals - Quotes - Contracts - eSignatures - Forms. PandaDoc seamlessly integrates with the existing software you use, like CRM, payment gateway, cloud storage. We support the tools highly effective teams use, like Zoom, Canva, Monday, HubSpot, and SalesForce. Moreover, our robust API and Zapier integration could connect PandaDoc with any custom software you may use.

With Adobe Document Cloud — which includes the world’s leading PDF and electronic signature solutions — you can turn manual document processes into efficient digital ones. Now your team can take quick action on documents, workflows, and tasks — across multiple screens and devices — anywhere, any time, and inside your favorite Microsoft and enterprise apps. Connect to your PDFs from anywhere and share them with anyone. With Acrobat Pro DC, you can review a report on your phone, edit a proposal on your tablet, and add comments to a presentation in your browser. You can get more done without missing a beat. When Adobe Sign drives all-digital signature workflows, it’s fast and easy for anyone to create, route, and get agreements legally signed. Businesses can streamline new-hire onboarding. Individuals can get applications approved in a snap. And everyone can finish multi-step processes faster than ever.

The FileHold Azure cloud deployment provides a secure, backed up cloud environment. All IT services are included as part of the program. FileHold is an enterprise grade document management and document workflow solution that helps large organizations transition to a paperless work environment. When requested, FileHOld can be deployed on-premises or in a secure private or public cloud. FileHold offers a suite of features for document scanning, indexing, versioning, searching, document linking, and more. FileHold supports all browser types, a rich desktop environment and is mobile ready. Out of the box integration with MS Office, SharePoint, Teams and Active Directory. Free fully documented API.

GetAccept is a digital sales room software that empowers revenue teams to streamline their document workflows, close deals faster, and drive exceptional customer experiences — from opportunity to signed deal. Our Digital Sales Room is a centralized hub where sellers and buyers meet, collaborate, and negotiate throughout the sales process. It has two powerful parts: a Deal Room (from first meeting to proposal) and a Contract Room (from proposal to signed deal). Deal Room: Boost your win rates by making collaboration between buyers and sellers easier – in one shared space. Upload sales collateral, create mutual action plans, and chat with your buyers in real time. Contract Room: Empower sales reps to become top performers and create stunning proposals in minutes. Start from scratch with our in-app editor, or use smart templates for interactive, branded contracts.

Gavel is a legal AI and document automation platform that helps lawyers review contracts, redline agreements, and create legal documents faster. Gavel Exec supports contract review in Microsoft Word and online, allowing legal teams to generate first-pass reviews, draft clauses, add comments, and compare contract terms against market data. Gavel Workflows turns intake answers into finished Word documents and PDFs, helping firms automate document creation and reduce repetitive drafting tasks. The platform includes tools for secure client intake, conditional logic, calculations, reusable templates, and client-facing workflows. Gavel is built for legal professionals and supports practice areas such as estate planning, family law, real estate, corporate law, probate, bankruptcy, and employment law. With security features such as SOC 2 and HIPAA-compliant databases, AES-256 encryption, and a zero data retention policy, Gavel helps legal teams streamline work.

MyDocSafe is your digital transformation partner that helps you automate client-facing processes such as pitching, onboarding and secure document sharing. MyDocSafe is the only document security and e-sign software you need to verify and manage all your documents online and automate all your compliance, onboarding and contract renewal processes. Enjoy more features to help you save time & effort. Benefit from more integrations to improve your efficiency. And get more engagement to drive your revenue. Simplify and streamline your proposals with a customizable workflow and an entirely paperless quoting process. Close deals faster, and avoid administrative delays – with efficient, effective, multi-departmental workflows. Minimize non-billable, low-value time spent onboarding new clients with automatic document distribution, reminders, and notifications.

Process Fusion 360 (formerly CapturePoint and UniPrint) is a secure cloud-managed platform that helps organizations automate their business processes through documents, print, and digital data. So whether staff are working at home or in the office, PF 360 enables a seamless hybrid office solution that simplifies document workflows, provides better team collaboration and improves business outcomes. Process, route and print documents in an efficient, timely and traceable manner. Simplify workflow processes and gain greater document lifecycle visibility. Connected document workflows between internal staff, customers and partners alike. By combining our intelligent capture, document process automation and cloud printing technologies into a single end-to-end digital platform, businesses can eliminate the need for manual document processes and traditional print management or printing.

Affordable Document Management Eliminate paper and automate processes with a digital office. SearchExpress document management software lets you workflow and share scanned documents as well as eForms, Word and Excel files. Employees can access documents from their PC, tablet or smartphone. Machine Learning SearchExpress can use Artificial Intelligence to replace manual data entry. For example, for invoices SearchExpress can use the pre-trained Microsoft Machine Learning AI to automatically extract the data on the invoices, with no trained needed. Manage Documents SearchExpress provides search and document workflow to automate business processes and ensure people have the information they need, at the time they need it. The SearchExpress Voice Digital Assistant, Cyber Express, provides speech queries of your business’s data, with verbal responses, from smart speaker or smartphone. Available in cloud and on-premises versions.

Autenti is an all-in-one e-signature platform for the approval of documents and signing contracts online. We transform traditional b2b and b2c transactions into e-commerce through convenient and secure ways that bring more sales with one-click e-signatures, BPA solutions and remote identity verification services. Autenti significantly reduces the time it takes to close any transaction that would take several days to just a few seconds, allowing for measurable benefits and savings. The platform is independent of all signing parties, is eIDAS regulation-compliant and is an intermediary trust service provider that secures document integrity and business certainty. Autenti aims to digitise document workflows, reduce paper and ink consumption, replace the use of courier services and become a leader in pro-ecological solutions. The Autenti platform has it all, guaranteeing clients a full scope of e-transaction services.

Enhance customer experience in Client Communications by improving document accuracy and processing time. Blue Relay makes Client Communications Management easy by Automating Workflows and Business Processes. Blue Relay also provides total visibility with Resource Management featuring customizable dashboards and reports. Compliance and SLA Adherence are improved by powerful features supporting the exchange of detailed requests that include inline annotations, comments, document compare, and checklists. A Large Customer Communications Service Provider used these capabilities and more to significantly reduce operational cost, effort, and errors. Proof of the value of Blue Relay to our clients has been demonstrated by their growing adoption of the product, empowering increased portions of their workforce. Custom checklists make sure critical processing steps are followed consistently and uniformly across the team.

Secured Signing is a trusted global provider of Digital Signature, Video Signing, Remote Online Notarization (RON), and In-Person Electronic Notarization (IPEN) solutions designed to help organizations across the United States and worldwide simplify document workflows, strengthen security, and deliver a seamless signing experience. Our cloud-based platform enables businesses to securely send, sign, notarize, and manage documents from anywhere, on any device. From contracts and onboarding documents to compliance forms and legal agreements. Built for businesses of all sizes, our end-to-end e-Signing and e-Forms platform includes automated reminders, real-time tracking, smart data capture, and customizable workflows to keep operations moving efficiently. Integrations with Bullhorn, JobAdder, FastTrack360, Tracker RMS, Hireserve, Actionstep, Clio, Netdocuments, Microsoft Suite, Google Suite, and more.

This all-in-one program will transform your design, presentation, irrigation, and documentation workflows. Unlike other software, Vectorworks has the flexibility to support your entire project from beginning to end, or anywhere in the process — with tools created specifically for you as a landscape professional. With Vectorworks Landmark’s BIM capabilities, they are. That means a change in one place is reflected everywhere. So, as changes occur, you can spend more time designing and less time manually updating drawings. The process of Building Information Modeling gives you the power to optimize your designs. Automatically generate schedules and reports. Calculate construction costs and material takeoffs. Analyze terrain for cut/fill, slope, and drainage. Evaluate water budgets and track sustainability goals, like leed and sites projects.

Specialists With a Trusted Solution for Document Control and Specification Management. Store your critical business documents in a secure, centralized repository where you can automate company-wide workflows and manage revisions, review and approval routing, electronic signatures and more. Digitize your specifications in a centralized system where you can easily structure, manage and share your specs and data, minimize human error and gain visibility across your product lines. Many organizations struggle with these inefficiencies as a result of manual, paper-based or homegrown document management systems. The power of a document management system is in its ability to simplify complex manual processes like document revisions, review and approval workflow, change control, and the distribution process. The ENSUR document management system streamlines these processes for you by automating your document workflows, minimizing employee errors and increasing overall company efficiency.

Intellistack Streamline is a secure, AI-native, no-code workflow automation platform designed to help organizations eliminate manual processes, connect siloed systems, and streamline operations. The platform enables businesses to replace disconnected tools and inefficient workflows with a centralized solution built around data safety and compliance. Intellistack Streamline allows teams to automate workflows, create digital forms, generate documents, manage contracts, and collect eSignatures without coding expertise. It integrates with systems such as EHRs, CRMs, databases, SharePoint, Salesforce, Epic, Cerner, Slack, Snowflake, and SQL databases to create seamless data-driven processes. The platform is designed for organizations that handle sensitive information and require strong security, governance, and compliance controls. Intellistack Streamline helps businesses reduce costs, improve efficiency, consolidate vendors, and reclaim time spent on repetitive administrative tasks.

Filedoc is a document and email management software with process automation, installed in thousands of organizations, helping leading organizations manage information more efficiently, ensuring it's secure, usable, and accessible—from any device, at any time, and anywhere. With thousands of installations in organizations of all types and sizes, this software makes it possible to manage information more efficiently and ensure that it is always secure, compliant, usable and accessible, anytime and anywhere. Filedoc's intuitive interface allows you to capture, index, process and manage information in all departments. Choosing Filedoc means ensuring effective management of the information and processes essential to your company's performance, while at the same time helping to shape, streamline and demonstrate your internal organization.

Accelerate and simplify the way your business flows with Leegality's unified eSign, eStamp and Document Workflow Platform. Paper documents have long turn around times, this delays your important commercial relationships. Printing, couriering, signing multiple pages, etc., paper documents are painful, for you and your customers. Paper tears, gets wet, gets forged and gets lost. There go your legal rights. India’s deepest stamping network to help your business maintain digital inventory, even during toughest lockdowns. Go live within days with India’s most reliable and experienced team that has helped the largest businesses digitally transform their paperwork in a secure way. Leverage our ready-to-use integrations with leading eKYC, LOS/LMS, CLM, DDE providers like Karza, Practice League, Kuliza, SmartContracts, NESL, Lentra and others to build seamless digital experiences.