Business Operations Software · Documents, forms & signatures

# Document Management System

Software for storing, organizing, versioning and securing business documents, with search, permissions and retention rules.

Also searched as: DMS · document management software

## What it does

- Central document storage
- Version history
- Permissions and audit trail
- Full-text search
- Retention policies

### Who uses it

Law firms, accountants, health care, government and any paper-heavy office.

### Well-known examples

Microsoft SharePoint · M-Files · NetDocuments · Laserfiche · Box

How AI is changing it

AI classifies and tags documents on upload, extracts key data and answers questions across the whole archive.

## Buy, build or connect?

- [Document Automation, PDF Generation & E-Signatures](https://wisconsintechshop.com/custom-software/document-automation/): Generate proposals, contracts, work orders, certificates and reports automatically from your data, and collect e-signatures without printing. (From $1,250)
- [AI Document Processing & Data Extraction](https://wisconsintechshop.com/ai-integration/ai-document-processing/): Turn invoices, purchase orders, forms, applications and PDFs into clean data in your systems automatically, with humans reviewing only the exceptions. (From $1,250)
- [Private ChatGPT for Your Business (Company Knowledge AI)](https://wisconsintechshop.com/ai-integration/private-chatgpt-for-business/): A private, ChatGPT-style assistant that knows your business. Your team asks questions in plain English, and it answers from your own documents, procedures, customer records and policies, cites the source and only shows people what they are allowed to see. (From $1,750)

## Related software

- [E-Signature Software](https://wisconsintechshop.com/software/business-software/e-signature-software/)
- [Document Automation Software](https://wisconsintechshop.com/software/business-software/document-automation-software/)
- [Online Form Builder](https://wisconsintechshop.com/software/business-software/form-builder/)
- [Contract Lifecycle Management (CLM)](https://wisconsintechshop.com/software/business-software/contract-lifecycle-management/)

## Questions about document management systems

### What is a document management system?

Software for storing, organizing, versioning and securing business documents, with search, permissions and retention rules.

### How is AI changing document management systems?

AI classifies and tags documents on upload, extracts key data and answers questions across the whole archive.

## Need a document management system set up, connected or built?

Tell us what you use today and what you need it to do. We will tell you honestly whether to buy, build or connect, with a fixed quote.

- Big projects and small ones are all welcome
- Fixed-price quotes, no surprise invoices
- You own your code, data and accounts
- A client portal to track progress, invoices and payments
- Rooted in Wisconsin, serving businesses nationwide

---
Source: https://wisconsintechshop.com/software/business-software/document-management-system/
Contact: hello@wisconsintechshop.com · https://wisconsintechshop.com/contact/