{"id":142040,"date":"2025-01-28T00:00:00","date_gmt":"2025-01-28T08:00:00","guid":{"rendered":"https:\/\/clickup.com\/blog\/?p=142040"},"modified":"2025-04-23T22:24:55","modified_gmt":"2025-04-24T05:24:55","slug":"record-management-software","status":"publish","type":"post","link":"https:\/\/clickup.com\/blog\/record-management-software\/","title":{"rendered":"10 Best Record Management Software and Systems in 2026"},"content":{"rendered":"\n<p>Widely renowned author and computer scientist Damien Conway once said: \u201cDocumentation is a love letter you write to yourself.\u201d<\/p>\n\n\n\n<p>While Conway\u2019s statement referred to coding principles, clean, clear documentation is an underrated and often neglected part of running a business, which offers numerous benefits.&nbsp;&nbsp;<\/p>\n\n\n\n<p>A running business has various critical documents that help with smooth operations. You work hard to create crucial documents, such as <a href=\"https:\/\/clickup.com\/blog\/legal-document-software\/\">legal contracts<\/a>, <a href=\"https:\/\/clickup.com\/blog\/employee-database-software\/\">employee files<\/a>,<a href=\"https:\/\/clickup.com\/blog\/sop-templates\/\"> SOPs<\/a>, emergency plans, and more.&nbsp;<\/p>\n\n\n\n<p>But what happens when someone needs to access or audit them? Digitizing them is the first step.<\/p>\n\n\n\n<p>However, when you try to digitize your paper records, how do you prevent them from getting lost or corrupted in unregulated document management systems?&nbsp;<\/p>\n\n\n\n<p>How do you ensure your employees can find and use the records they need? And how do you comply with the ever-changing laws and regulations that govern record keeping?<\/p>\n\n\n\n<p>If you are struggling with these issues or want to improve your current record management system, this article is for you. We have compiled a list of the 10 best record management software and systems in 2024.&nbsp;<\/p>\n\n\n\n<p>These tools will help you <a href=\"https:\/\/clickup.com\/blog\/organizing-files-and-folders\/\">organize, manage, and protect your records<\/a> while making them available to the right people at the right time. Read on to find out more! ?<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"0-what-is-record-management-software\">What Is Record Management Software?<\/h2>\n\n\n\n<p>Record management software is a solution businesses leverage for tracking, storing, accessing, sharing, and organizing their business-related documentation or records. The record management software manages all records from creation to when the documents are disposed of. Record management software is essential in ensuring knowledge-sharing, meeting regulatory compliance requirements, and risk management.<\/p>\n\n\n\n<div id=\"ub_table-of-contents-89dec4db-e477-4045-aa13-1d38e1d14648\" class=\"ub_table-of-contents\" data-hidetext=\"hide\" data-initiallyhideonmobile=\"false\" data-initiallyshow=\"true\" data-scrolltype=\"auto\" data-showtext=\"show\">\n<div class=\"ub_table-of-contents-header-container\">\n<div class=\"ub_table-of-contents-header\">\n<div class=\"ub_table-of-contents-title\">10 Best Record Management Software and Systems in 2024<\/div>\n<\/div>\n<\/div>\n<div class=\"ub_table-of-contents-extra-container\">\n<div class=\"ub_table-of-contents-container ub_table-of-contents-1-column\">\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#0-what-is-record-management-software\">What Is Record Management Software?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#1-what-should-you-look-for-in-records-management-software\">What Should You Look for in Records Management Software?<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#2-the-10-best-records-management-software-to-use-in-2024\">The 10 Best Records Management Software to Use in 2024<\/a>\n<ul>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#3-1-clickup\">1. ClickUp<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#8-2-filehold\">2. FileHold<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#13-3-docsavy\">3. DocSavy<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#18-4-veeva-vault\">4. Veeva Vault<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#23-5-sharepoint\">5. SharePoint<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#28-6-fluix\">6. Fluix<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#33-7-alfresco-platform\">7. Alfresco Platform<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#38-8-opentext\">8. OpenText<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#43-9-ademero\">9. Ademero<\/a><\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#48-10-hyland\">10. Hyland<\/a><\/li>\n<\/ul>\n<\/li>\n<li><a href=\"https:\/\/clickup.com\/blog\/record-management-software\/#53-choose-the-best-record-management-system-for-your-business\">Choose the Best Record Management System for Your Business<\/a><\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"1-what-should-you-look-for-in-records-management-software\">What Should You Look for in Records Management Software?<\/h2>\n\n\n\n<p>Digital records management is essential for any business that wants to store, access, and manage its documents effectively. You need to find one that suits your specific needs and goals.&nbsp;<\/p>\n\n\n\n<p>Here are some key features to look for when choosing a records management software:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Import and scan capabilities<\/strong>: You want software that easily imports documents from various sources, such as email, cloud storage, or other applications. This allows you to consolidate your documents and share them with your team. If you still have paper records, you need software that can scan them and convert them into digital files<\/li>\n\n\n\n<li><strong>Access control and security:<\/strong> Look for software that protects sensitive data from unauthorized access or breaches. You should be able to set permissions and roles for different users, groups, or departments. Ensure your chosen record management software encrypts your data and complies with the relevant laws and regulations<\/li>\n\n\n\n<li><strong>Automation and workflows:<\/strong> Pick software to streamline your business processes and <a href=\"https:\/\/clickup.com\/blog\/how-to-save-time\/\">save time<\/a> and effort. You should be able to create workflows and automate tasks, such as approvals, notifications, reminders, or reports. You should also look for software that integrates with your other tools, such as CRM, ERP, or accounting software<\/li>\n\n\n\n<li><strong>Customization and scalability:<\/strong> Software that adapts to your changing needs and preferences by allowing you to customize your data fields, labels, categories, or views is ideal. Choose a software product that can scale up or adapt as your business grows or changes<\/li>\n\n\n\n<li><strong>Reliability and trustworthiness:<\/strong> Finally, you need record management software that you can depend on and trust. Look for software with a good reputation, positive reviews, and satisfied customers. You should also look for one that offers support, updates, and backups<\/li>\n<\/ul>\n\n\n\n<p>With these features in mind, get ready to take your pick from our curated list of the 10 best records management software and systems in 2024.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"2-the-10-best-records-management-software-to-use-in-2024\">The 10 Best Records Management Software to Use<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"3-1-clickup\">1. ClickUp<\/h3>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\"><div class=\"wp-block-image\"><figure class=\"aligncenter size-full\"><div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" loading=\"lazy\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2025\/01\/cu.gif\" alt=\"Organize your records and projects quickly with easily customizable tools offered by ClickUp\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width:100%;height:auto\"\/><div class=\"cu-image-with-overlay__cta-wrap\"><a href=\"https:\/\/clickup.com\/signup\" class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" data-segment-track-click=\"true\" data-segment-section-model-name=\"imageCTA\" data-segment-button-clicked=\"Stay Organised with ClickUp\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Stay Organised with ClickUp&quot;}\">Stay Organised with ClickUp<\/a><\/div><\/div><figcaption class=\"wp-element-caption\">Organize your records and projects quickly with easily customizable tools offered by ClickUp<\/figcaption><\/figure><\/div><\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/\">ClickUp\u2019s powerful and versatile records management software<\/a> lets you organize, manage, and share your data across your business. You can create Spaces and folders for different departments or projects and set permissions and roles for each.<\/p>\n\n\n\n<p>You can also create new documents using <a href=\"https:\/\/clickup.com\/features\/docs\">ClickUp Docs<\/a> that can be shared and accessed by other members in your workspace. With ClickUp, you can set tasks like reviewing, checking, or updating documents during and after creation so nothing slips through the cracks.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142042\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-1400x788.gif\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-1400x788.gif 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-300x169.gif 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-768x432.gif 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-1536x864.gif 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-35-700x394.gif 700w\" alt=\"ClickUp Docs\" width=\"1400\" height=\"788\">\n<figcaption class=\"wp-element-caption\">Create documents in a centralized digital place with ClickUp Docs and share them easily&nbsp;<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>You can also use other features that simplify data organization and visualization, such as <a href=\"https:\/\/clickup.com\/features\/custom-fields\">ClickUp\u2019s Custom Fields<\/a>, <a href=\"https:\/\/clickup.com\/features\/views\">ClickUp Custom Views<\/a>, and <a href=\"https:\/\/clickup.com\/features\/dashboards\">Click Up Dashboards<\/a>.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142081\" style=\"aspect-ratio: 1.7573770491803278; width: 694px; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/ClickUps-Project-Hierarchy-Dashboard-Image.png\" sizes=\"auto, (max-width: 536px) 100vw, 536px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/ClickUps-Project-Hierarchy-Dashboard-Image.png 536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/ClickUps-Project-Hierarchy-Dashboard-Image-300x171.png 300w\" alt=\"ClickUp's Project Hierarchy \" width=\"536\" height=\"305\">\n<figcaption class=\"wp-element-caption\">ClickUp\u2019s detailed hierarchy structure allows you to visualize your projects<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/hierarchy-guide\">ClickUp\u2019s Project Hierarchy<\/a> helps you create Workspaces on various sub-themes for different projects your team might be working on. For example, within the \u2018Creative Team\u2019 Workspace, you can add sub-categories for different teams and projects.<\/p>\n\n\n\n<p>Additionally, you can use <a href=\"https:\/\/clickup.com\/templates\/book-of-record-business-kkmvq-6222704\">ClickUp\u2019s Book of Record Business<\/a> template to maintain records of your organization\u2019s essential documents. It allows you to comply with record-keeping regulations and collate all your important documents in one place.<\/p>\n\n\n\n<div class=\"wp-block-create-block-cu-image-with-overlay\">\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\">\n<div class=\"cu-image-with-overlay__overlay\"><img decoding=\"async\" class=\"image skip-lazy cu-image-with-overlay__image\" style=\"width: 100%; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-374.png\" alt=\"Use ClickUp\u2019s Book of Record Business template to keep vital records of your company\">\n<div class=\"cu-image-with-overlay__cta-wrap\"><a class=\"cu-image-with-overlay__cta cu-image-with-overlay__cta--#7c68ee\" href=\"https:\/\/app.clickup.com\/signup?template=kkmvq-6222704\" data-segment-button-clicked=\"Download this Template\" data-segment-props=\"{&quot;location&quot;:&quot;body&quot;,&quot;sectionModelName&quot;:&quot;imageCTA&quot;,&quot;buttonClicked&quot;:&quot;Download this Template&quot;}\" data-segment-section-model-name=\"imageCTA\" data-segment-track-click=\"true\">Download this Template<\/a><\/div>\n<\/div>\n<figcaption class=\"wp-element-caption\">Use ClickUp\u2019s Book of Record Business template to keep vital records of your company<\/figcaption>\n<\/figure>\n<\/div>\n<\/div>\n\n\n\n<p>These features allow you to customize your data structure, display, and analysis, making ClickUp ideal for data management and collaboration.<\/p>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142045\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-37.gif\" alt=\"ClickUp Dashboard \" width=\"800\" height=\"403\">\n<figcaption class=\"wp-element-caption\">Keep track of your projects and the progress of your team on ClickUp Dashboards<\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"4-clickup-best-features\">ClickUp best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Use ClickUp Docs for <a href=\"https:\/\/clickup.com\/blog\/document-collaboration-software\/\">collaborative document<\/a> creation and editing<\/li>\n\n\n\n<li>Leverage Custom Fields to store and display information such as document type, status, priority, or owner<\/li>\n\n\n\n<li>Use Custom views to monitor key metrics and indicators<\/li>\n\n\n\n<li>Set permission and control access to spaces, folders, and more<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"5-clickup-limitations\">ClickUp limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Some users report a steeper learning curve for advanced features<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"6-clickup-pricing\">ClickUp pricing:<\/h4>\n\n\n<div class=\"pricing-wrapper\">\n<!-- hide toggle for now -->\n<div class=\"pricing-toggle-container\" style=\"display: none;\">\n    <div class=\"pricing-toggle isMonthly\">\n        <button class=\"pricing-toggle-item \" id=\"yearly-toggle\">\n            Yearly\n        <\/button>\n        <button class=\"pricing-toggle-item pricing-toggle-active\" id=\"monthly-toggle\">\n            Monthly\n        <\/button>\n    <\/div>\n<\/div>\n\n<!-- Dynamic Pricing Cards -->\n    <div class=\"pricing-card-container\">\n                    <div>\n    <div class=\"pricing-card pricing-card-free-forever\" style=\"--primary-color: 0, 184, 132\">\n        <div class=\"pricing-tier\">\n            free forever\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"Free\">\n                                            Free\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\"><\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - free forever\"\n                                                    onclick=\"showSignUpOverlay(undefined);\"\n                                                >\n                        Get Started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Key Features:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>60MB Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Tasks<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Free Plan Members<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-unlimited\" style=\"--primary-color: 250, 18, 227\">\n        <div class=\"pricing-tier\">\n            unlimited\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$7\">\n                                            $7\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$10\">\n                                            $10\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - unlimited\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'unlimited' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Free Forever, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Unlimited Storage<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>ClickUp Chat<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Native Time Tracking<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-business\" style=\"--primary-color: 31, 124, 255\">\n        <div class=\"pricing-tier\">\n            business\n                            <div class=\"popular popular-badge\">\n                    Popular\n                <\/div>\n                    <\/div>\n                <div class=\"pricing-price\">\n            <span class=\"pricing-price-wrapper\">\n                <span class=\"pricing-price-yearly\" data-price=\"$12\">\n                                            $12\n                                    <\/span>\n                <span class=\"pricing-price-monthly\" data-price=\"$19\">\n                                            $19\n                                    <\/span>\n            <\/span>\n            <div class=\"tier-foot-note\">per user per month<\/div>\n        <\/div>\n                        <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <button> for other tiers -->\n                <button class=\"cta-button cu-button button\"\n                        data-beta\n                        data-ga-click-tracking\n                        ga-event=\"click web\"\n                        ga-label=\"blog pricing table\"\n                        data-ga-tracking=\"ftmlead\"\n                        ga-category=\"get started - business\n                        \"\n                                                    onclick=\"showSignUpOverlay({ free_trial_plan: 'business' });\"\n                                                >\n                        Get started\n                <\/button>\n                    <\/div>\n        <div class=\"list-title\">Everything in Unlimited, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Google SSO<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Custom Exporting<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><circle cx=\"9\" cy=\"9\" r=\"7.5\" fill=\"currentColor\"><\/circle><path d=\"M6.75 9L8.25 10.5L11.25 7.5\" stroke=\"#202020\" stroke-width=\"1.5\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>5K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n                    <div>\n    <div class=\"pricing-card pricing-card-enterprise\" style=\"--primary-color: 44, 42, 65\">\n        <div class=\"pricing-tier\">\n            enterprise\n                    <\/div>\n                            <div class=\"pricing-explanation-enterprise\">Get a Custom Demo<\/div>\n                <div class=\"pricing-cta-button-wrapper\">\n                            <!-- Render <a> for Enterprise -->\n                <a class=\"cta-button button\"\n                href=\"https:\/\/clickup.com\/contact\/contact-sales\"\n                target=\"_blank\"\n                rel=\"noopener noreferrer\"\n                data-ga-click-tracking\n                ga-event=\"click web\"\n                ga-label=\"blog pricing table\"\n                data-ga-tracking=\"ftmlead\"\n                ga-category=\"contact sales - enterprise\">\n                    Contact sales\n                <\/a>\n                    <\/div>\n        <div class=\"list-title\">Everything in Business, plus:<\/div>\n        <div class=\"pricing-features-list\">\n                                            <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>White Labeling<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>Live Onboarding Training<\/span>\n                <\/div>\n                                <div class=\"pricing-feature\">\n                    <svg class=\"pricing-card-check-icon\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\" width=\"18\" height=\"18\" viewBox=\"0 0 18 18\" fill=\"none\" aria-hidden=\"true\"><path d=\"M5.25 9.375L7.875 12L12.75 6\" stroke=\"currentColor\" stroke-width=\"2\" stroke-linecap=\"round\" stroke-linejoin=\"round\"><\/path><\/svg>\n                    <span>250K Monthly Automations<\/span>\n                <\/div>\n                                    <\/div>\n    <\/div>\n<\/div>\n            <\/div>\n\n<div class=\"cta-see-more-button-wrapper\">\n    <a class=\"cta-see-more-button\"\n    href=\"https:\/\/clickup.com\/pricing\"\n    target=\"_blank\"\n    rel=\"noopener noreferrer\"\n    data-ga-click-tracking\n    ga-event=\"click web\"\n    ga-label=\"blog pricing table\"\n    ga-category=\"see more features\"\n    data-ga-tracking=\"ftmlead\">\n        See more features\n    <\/a>\n    <\/div>\n<div class=\"pricing-disclaimer\">* Prices when billed annually<\/div>\n<\/div>\n\n<div class=\"ai-pricing-callout\">\n    <div class=\"ai-pricing-callout__content\">\n        <div class=\"ai-pricing-callout__text\">\n            <div class=\"ai-pricing-callout__title\">The world's most complete work AI, starting at $9 per month<\/div>\n            <div class=\"ai-pricing-callout__subtitle\">ClickUp Brain is a no Brainer. One AI to manage your work, at a fraction of the cost.<\/div>\n        <\/div>\n        <a href=\"https:\/\/app.clickup.com\/signup?product=ai&ai=true\"\n           class=\"ai-pricing-callout__cta\"\n           data-ga-click-tracking\n           ga-event=\"click web\"\n           ga-category=\"Try for free\"\n           ga-label=\"blog pricing table\">\n            Try for free\n        <\/a>\n    <\/div>\n<\/div>\n\n\n\n<script>\ndocument.addEventListener('DOMContentLoaded', function () {\n    const monthlyToggle = document.getElementById('monthly-toggle');\n    const yearlyToggle = document.getElementById('yearly-toggle');\n    const pricingCards = document.querySelectorAll('.pricing-card');\n    const pricingToggle = document.querySelector('.pricing-toggle');\n\n    function togglePricing(isYearly) {\n        pricingCards.forEach(card => {\n            const monthlyPrice = card.querySelector('.pricing-price-monthly');\n            const yearlyPrice = card.querySelector('.pricing-price-yearly');\n\n            if (monthlyPrice && yearlyPrice) {\n                yearlyPrice.style.display = isYearly ? 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'none' : 'inline';\n            }\n        });\n\n        pricingToggle.classList.toggle('isMonthly', !isYearly);\n        yearlyToggle.classList.toggle('pricing-toggle-active', isYearly);\n        monthlyToggle.classList.toggle('pricing-toggle-active', !isYearly);\n    }\n\n    monthlyToggle.addEventListener('click', function () {\n        togglePricing(false);\n    });\n\n    yearlyToggle.addEventListener('click', function () {\n        togglePricing(true);\n    });\n\n\n    \/\/togglePricing(true);\n    \/\/ default to yearly pricing\n    togglePricing(true);\n});\n\n<\/script>\n\n<script>\nfunction sessionStorageAvaiable() {\n\ttry {\n\t\tsessionStorage.setItem('pricing plans test', 'pricing plans test');\n\t\tsessionStorage.removeItem('pricing plans test');\n\t\treturn true;\n\t} catch (e) {\n\t\treturn false;\n\t}\n}\n\nfunction showSignUpOverlay(params) {\n\tdocument.querySelector('body').classList.add('is-mail-catcher');\n\n\tif(sessionStorageAvaiable() && params) {\n\t\tconst redirectParamsCheck = sessionStorage.getItem('redirectParams', JSON.stringify(params));\n\t\t\/\/ doesnt exist\n\t\tif(!redirectParamsCheck) {\n\t\t\tsessionStorage.setItem('redirectParams', JSON.stringify(params));\n\t\t\/\/ does exist\n\t\t} else {\n\t\t\tconst redirectParams = sessionStorage.getItem('redirectParams');\n\t\t\tconst redirectParamsObject = JSON.parse(redirectParams);\n\t\t\t\/\/ does exist and already has free_trial_plan\n\t\t\tif(redirectParamsObject.free_trial_plan) {\n\t\t\t\tredirectParamsObject.free_trial_plan = params.free_trial_plan;\n\t\t\t\treturn sessionStorage.setItem('redirectParams', JSON.stringify(redirectParamsObject));\n\t\t\t}\n\t\t\t\/\/ does exist and does not have free_trial_plan maintin existing params and add new params\n\t\t\tsessionStorage.setItem('redirectParams', JSON.stringify({...redirectParamsObject, ...params}));\n\t\t}\n\t}\n}\n<\/script>\n\n\n\n\n<h4 class=\"wp-block-heading\" id=\"7-clickup-ratings-and-reviews\">ClickUp ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.7\/5 (9,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (4,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"8-2-filehold\">2. FileHold<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142049\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-375.png\" sizes=\"auto, (max-width: 621px) 100vw, 621px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-375.png 621w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-375-300x242.png 300w\" alt=\"Filehold\" width=\"621\" height=\"500\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.filehold.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">FileHold<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>FileHold is a powerful document management system engineered to simplify document management.&nbsp;<\/p>\n\n\n\n<p>It provides a secure storage space for all types of records and a user-friendly interface for seamless navigation.<\/p>\n\n\n\n<p>If your focus is data security then FileHold could work well for you. FileHold helps users organize and secure their records easily while ensuring compliance with regulatory standards.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"9-filehold-best-features\">FileHold best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Leverage enterprise-grade document and record management<\/li>\n\n\n\n<li>Use advanced document scanning and imaging capabilities<\/li>\n\n\n\n<li>Automate workflows to streamline processes<\/li>\n\n\n\n<li>Set role-based access control for enhanced security<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"10-filehold-limitations\">FileHold limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited third-party integrations compared to other alternatives<\/li>\n\n\n\n<li>Interface design may not be as modern or intuitive as other solutions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"11-filehold-pricing\">FileHold pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Enterprise:<\/strong> $10\/month per user<\/li>\n\n\n\n<li><strong>Cloud\/In-house server: <\/strong>$15\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>Express: <\/strong>$15\/month for five users<\/li>\n\n\n\n<li><strong>Cloud (Microsoft Azure): <\/strong>$30\/month per user<\/li>\n\n\n\n<li><strong>Custom Plan:<\/strong> Contact for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"12-filehold-ratings-and-reviews\">FileHold ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.6\/5 (30+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.7\/5 (45+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"13-3-docsavy\">3. DocSavy<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142050\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-1400x793.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-1400x793.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-300x170.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-768x435.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-1536x870.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376-700x396.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-376.png 1600w\" alt=\"DocSavy\" width=\"1400\" height=\"793\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.youtube.com\/watch?v=5J2ec8plwik\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">DocSavy<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>DocSavy is a cloud-based records management software that helps you efficiently store, organize, and access documents. It allows you to define what your documents are and where they should go using tags, metadata, and associations.&nbsp;<\/p>\n\n\n\n<p>Its highly effective full-text search and filters make it easy and quick to find the documents you need. At the same time, its advanced security features protect sensitive information. DocSavy\u2019s no-frills but user-friendly features make it a truly savvy records management tool.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"14-docsavys-best-features\">DocSavy\u2019s best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Upload, scan, or email your documents and store them in the cloud<\/li>\n\n\n\n<li>Assign tags to your records, such as document type, category, status, or owner<\/li>\n\n\n\n<li>Search for documents using keywords, phrases, or operators<\/li>\n\n\n\n<li>Share your documents with your team members, clients, or partners, using email, links, or integrations<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"15-docsavy-limitations\">DocSavy limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Lack of advanced automation features compared to more robust solutions.<\/li>\n\n\n\n<li>Limited scalability for larger enterprises with complex <a href=\"https:\/\/clickup.com\/blog\/document-management-workflow\/\">document management<\/a> needs.<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"16-docsavy-pricing\">DocSavy pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Starter Plan:<\/strong> $0.99\/month per user&nbsp;<\/li>\n\n\n\n<li><strong>20 Plan: <\/strong>$9.99\/month for three users&nbsp;<\/li>\n\n\n\n<li><strong>50 Plan: <\/strong>$49.00\/month for seven users&nbsp;<\/li>\n\n\n\n<li><strong>100 Plan: <\/strong>$99\/month&nbsp;<\/li>\n\n\n\n<li><strong>200 Plan:<\/strong> $149.99\/month&nbsp;<\/li>\n\n\n\n<li><strong>300 Plan:<\/strong> $199.99\/month&nbsp;<\/li>\n\n\n\n<li><strong>Custom Plan<\/strong><\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"17-docsavy-ratings-and-reviews\">DocSavy ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2: <\/strong>Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"18-4-veeva-vault\">4. Veeva Vault<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142051\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-377.png\" sizes=\"auto, (max-width: 1000px) 100vw, 1000px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-377.png 1000w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-377-300x151.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-377-768x386.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-377-700x351.png 700w\" alt=\"Veeva Vault\" width=\"1000\" height=\"502\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.veeva.com\/products\/enterprise-content-management\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Veeva Vault<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Veeva Vault is a cloud platform designed specifically for highly regulated industries, such as the life sciences and healthcare. It is a highly secure, comprehensive solution that allows you to manage content and data on a single platform.<\/p>\n\n\n\n<p>You can use Veeva Vault to create, store, access, and share documents, such as clinical trials, regulatory submissions, quality documents, and more.&nbsp;<\/p>\n\n\n\n<p>Veeva Vault ensures absolute data integrity and regulatory compliance. Its robust security measures meet the highest quality, scalability, and performance standards.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"19-veeva-best-features\">Veeva best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Manage the entire lifecycle of your documents, from creation to approval, distribution, and archiving<\/li>\n\n\n\n<li>Ensure that your documents comply with the relevant laws and regulations, such as FDA, EMA, or ISO<\/li>\n\n\n\n<li>Use electronic signatures to authorize your documents securely and efficiently<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"20-veeva-limitations\">Veeva limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Users report the enterprise version is relatively high-priced when compared to other tools<\/li>\n\n\n\n<li>Customization options may be limited for certain industry-specific requirements<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"21-veeva-pricing\">Veeva pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Free Forever<\/strong><\/li>\n\n\n\n<li><strong>Enterprise:<\/strong> Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"22-veeva-ratings-and-reviews\">Veeva ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.1\/5 (40+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.5\/5 (20+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"23-5-sharepoint\">5. SharePoint<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142052\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-1400x801.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-1400x801.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-300x172.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-768x439.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-1536x878.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378-700x400.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-378.png 1600w\" alt=\"SharePoint\" width=\"1400\" height=\"801\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/support.microsoft.com\/en-us\/office\/what-is-sharepoint-97b915e6-651b-43b2-827d-fb25777f446f\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">SharePoint<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>SharePoint is a document management and collaboration platform developed by Microsoft. Widely popular among businesses of all sizes and industries, SharePoint allows you to monitor and create reports on handling records according to defined policies and processes.<\/p>\n\n\n\n<p>SharePoint is ideal for <a href=\"https:\/\/clickup.com\/blog\/contact-management-software\/\">record management<\/a> if you use the Microsoft suite, as it integrates seamlessly with Office 365 apps, such as Word, Excel, PowerPoint, and OneDrive.&nbsp;<\/p>\n\n\n\n<p>The tool lets you securely store, organize, and share documents, enhancing collaboration and productivity.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"24-sharepoint-best-features\">SharePoint best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Create document libraries to store and manage your documents in a centralized location<\/li>\n\n\n\n<li>Track and restore document changes using version history<\/li>\n\n\n\n<li>Access and edit your documents using Office 365 apps<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"25-sharepoint-limitations\">SharePoint limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Data space limitations for the document library<\/li>\n\n\n\n<li>Customization options require technical expertise<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"26-sharepoint-pricing\">SharePoint pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>SharePoint (Plan 1):<\/strong> $5.00\/month per user<\/li>\n\n\n\n<li><strong>Microsoft 365 Business Standard:<\/strong> $12.50\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"27-sharepoint-ratings-and-reviews\">SharePoint ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4\/5 (8,000+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (5,000+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"28-6-fluix\">6. Fluix<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142058\" style=\"aspect-ratio: 1.4144144144144144; width: 580px; height: auto;\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-379.png\" sizes=\"auto, (max-width: 1256px) 100vw, 1256px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-379.png 1256w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-379-300x212.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-379-768x543.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-379-700x495.png 700w\" alt=\"Fluix\" width=\"1256\" height=\"888\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/fluix.io\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Fluix<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Fluix is a no-code software solution that helps companies digitize documents and automate routine tasks, all in one place. It is designed to help teams streamline document-related processes, improve efficiency, and ensure compliance, even on the go.<\/p>\n\n\n\n<p>Fluix is ideal for mobile teams, allowing you to sign and manage documents easily on your mobile devices. You can also work offline and sync your data when you are online.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"29-fluix-best-features\">Fluix best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Access your documents anytime, anywhere, using&nbsp; iOS or Android devices<\/li>\n\n\n\n<li>Annotate and edit your documents using highlights, notes, stamps, or drawings<\/li>\n\n\n\n<li>Automate your document workflows and processes, such as approvals, notifications, or reminders<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"30-fluix-limitations\">Fluix limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Limited integrations with third-party applications compared to other platforms<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"31-fluix-pricing\">Fluix pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Fluix core:<\/strong> $30\/month per user<\/li>\n\n\n\n<li><strong>Enterprise<\/strong>: Contact sales for pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"32-fluix-ratings-and-reviews\">Fluix ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.8\/5 (40+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"33-7-alfresco-platform\">7. Alfresco Platform<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142059\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-1400x682.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-1400x682.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-300x146.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-768x374.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-1536x748.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380-700x341.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-380.png 1600w\" alt=\"Alfresco Platform\" width=\"1400\" height=\"682\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.youtube.com\/watch?v=1wykC9TgNBY\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Alfresco Platform<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Alfresco is an open-source secure web interface that helps enterprises manage and secure their hard copy to digital records in a single location.&nbsp;<\/p>\n\n\n\n<p>With Alfresco, you gain an end-to-end lifecycle management and governance solution for all your records. Using it also ensures that you stay compliant with laws and regulations.<\/p>\n\n\n\n<p>Alfresco is worth your consideration if you\u2019re looking for a flexible and scalable solution that can adapt to the needs and preferences of organizations of all sizes.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"34-alfresco-platform-best-features\">Alfresco Platform best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Organize and store your records in a centralized repository using metadata, categories, and tags<\/li>\n\n\n\n<li>Streamline your processes and workflows, such as approvals, reviews, or audits<\/li>\n\n\n\n<li>Communicate and collaborate with your team members using chat, video, or social media<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"35-alfresco-platform-limitations\">Alfresco Platform limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Requires assistance for setup and customization, which may be challenging for smaller organizations<\/li>\n\n\n\n<li>The user interface may not be as intuitive as other solutions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"36-alfresco-platform-pricing\">Alfresco Platform pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Alfresco Community:<\/strong> Free<\/li>\n\n\n\n<li><strong>Basic team:<\/strong> $2\/month per user<\/li>\n\n\n\n<li><strong>Enterprise: <\/strong>$22\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"37-alfresco-platform-ratings-and-reviews\">Alfresco Platform ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 3.6\/5 (40+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.1\/5 (20+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"38-8-opentext\">8. OpenText<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142060\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381-1400x706.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381-1400x706.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381-300x151.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381-768x388.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381-700x353.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-381.png 1536w\" alt=\"OpenText\" width=\"1400\" height=\"706\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.opentext.com\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">OpenText<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>OpenText is a full-featured, highly scalable, enterprise-grade records management software solution that helps organizations improve efficiency and compliance.&nbsp;<\/p>\n\n\n\n<p>OpenText\u2019s secure, single platform allows you to organize and share electronic and physical content across the enterprise.&nbsp;<\/p>\n\n\n\n<p>It\u2019s an ideal solution if you want to harness the power of transformative AI with document management software.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"39-opentext-best-features\">OpenText best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Digitize your paper documents using scanners, mobile devices, or email<\/li>\n\n\n\n<li>Archive your records for long-term retention and compliance using secure and cost-effective storage options<\/li>\n\n\n\n<li>Ensure that your records comply with the relevant laws and regulations, such as GDPR, HIPAA, or SOX<\/li>\n\n\n\n<li>Use OpenText Magellan, a flexible AI and analytics platform, to automate workflows<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"40-opentext-limitations\">OpenText limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Higher priced than a lot of competitors, especially for small to medium-sized businesses<\/li>\n\n\n\n<li>Complex features may require additional training<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"41-opentext-pricing\">OpenText pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Custom pricing<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"42-opentext-ratings-and-reviews\">OpenText ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (20+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"43-9-ademero\">9. Ademero<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142061\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-1400x760.png\" sizes=\"auto, (max-width: 1400px) 100vw, 1400px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-1400x760.png 1400w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-300x163.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-768x417.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-1536x833.png 1536w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382-700x380.png 700w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-382.png 1600w\" alt=\"Ademero\" width=\"1400\" height=\"760\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.ademero.com\/document-management-software\/\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Ademero<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Ademero is a document management tool designed to simplify document organization and retrieval. It helps organizations streamline their document-related processes and improve overall efficiency in record keeping.<\/p>\n\n\n\n<p>If you\u2019re using Quickbooks to run accounting for your business, then Ademero would be an ideal choice with its tight integration and automated workflows.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"44-ademero-best-features\">Ademero best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scan your paper documents using scanners, mobile devices, or email<\/li>\n\n\n\n<li>Index your documents using metadata<\/li>\n\n\n\n<li>Search for your documents using keywords, phrases, or operators<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"45-ademero-limitations\">Ademero limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>A limited number of advanced features and a less intuitive user interface compared to other enterprise solutions<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"46-ademero-pricing\">Ademero pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Hosted Standard:<\/strong> $35\/month per user<\/li>\n\n\n\n<li><strong>Hosted Premium:<\/strong> $70\/month per user<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"47-ademero-ratings-and-reviews\">Ademero ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> Not enough reviews<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> 4.3\/5 (41+ reviews)<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"48-10-hyland\">10. Hyland<\/h3>\n\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" class=\"wp-image-142062\" src=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-383.png\" sizes=\"auto, (max-width: 1276px) 100vw, 1276px\" srcset=\"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-383.png 1276w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-383-300x181.png 300w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-383-768x462.png 768w, https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/image-383-700x421.png 700w\" alt=\"Hyland\" width=\"1276\" height=\"768\">\n<figcaption class=\"wp-element-caption\">via <a href=\"https:\/\/www.hyland.com\/en\" target=\"_blank\" rel=\"noreferrer noopener nofollow\">Hyland<\/a><\/figcaption>\n<\/figure>\n<\/div>\n\n\n\n<p>Hyland is a leading enterprise content management platform that offers document management, records management, and business process automation.<\/p>\n\n\n\n<p>Hyland helps organizations in every industry seamlessly integrate their content, data, and processes to provide the right information to the right people, where and when needed.&nbsp;<\/p>\n\n\n\n<p>It\u2019s a reliable choice for organizations with diverse record-keeping needs.<\/p>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"49-hyland-best-features\">Hyland best features:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Scan paper documents using scanners, mobile devices, or email<\/li>\n\n\n\n<li>Streamline processes and workflows, such as approvals, reviews, or audits, using drag-and-drop tools and templates<\/li>\n\n\n\n<li>Ensure that your records comply with the relevant laws and regulations, such as GDPR, HIPAA, or SOX<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"50-hyland-limitations\">Hyland limitations:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Implementation and customization may require assistance from Hyland consultants, which come at an added cost<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"51-hyland-pricing\">Hyland pricing:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Contact sales for pricing&nbsp;<\/li>\n<\/ul>\n\n\n\n<h4 class=\"wp-block-heading\" id=\"52-hyland-ratings-and-reviews\">Hyland ratings and reviews:<\/h4>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>G2:<\/strong> 4.3\/5 (150+ reviews)<\/li>\n\n\n\n<li><strong>Capterra:<\/strong> Not enough reviews<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"53-choose-the-best-record-management-system-for-your-business\">Choose the Best Record Management System for Your Business<\/h2>\n\n\n\n<p>Diligently maintained records are the backbone of any business. They contain valuable information, such as contracts, invoices, reports, etc. A robust record management system can help you improve efficiency and collaboration and ensure document security and compliance.<\/p>\n\n\n\n<p>Each software in this list offers unique features and benefits. Whichever option you pick, ensure it\u2019s tailored to your company\u2019s evolving requirements and holds up to auditorial security.&nbsp;<\/p>\n\n\n\n<p>Here, ClickUp\u2019s versatile project management platform stands out from the rest. Its advanced features, user-centric design, and ability to give you customizable options for efficient record management make it an all-in-one workplace solution you can trust with your documents and business.<\/p>\n\n\n\n<p><a href=\"https:\/\/clickup.com\/signup\">Sign up for your free ClickUp account today!<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Widely renowned author and computer scientist Damien Conway once said: \u201cDocumentation is a love letter you write to yourself.\u201d While Conway\u2019s statement referred to coding principles, clean, clear documentation is an underrated and often neglected part of running a business, which offers numerous benefits.&nbsp;&nbsp; A running business has various critical documents that help with smooth [&hellip;]<\/p>\n","protected":false},"author":122,"featured_media":139427,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"cu_sticky_sidebar_cta_is_visible":true,"cu_sticky_sidebar_cta_title":"Start using ClickUp today","cu_sticky_sidebar_cta_bullet_1":"Manage all your work in one place","cu_sticky_sidebar_cta_bullet_2":"Collaborate with your team","cu_sticky_sidebar_cta_bullet_3":"Use ClickUp for FREE\u2014forever","cu_sticky_sidebar_cta_button_text":"Get Started","cu_sticky_sidebar_cta_button_link":"","_uf_show_specific_survey":0,"_uf_disable_surveys":false,"footnotes":""},"categories":[312],"tags":[],"class_list":["post-142040","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-project-management"],"featured_image_src":"https:\/\/clickup.com\/blog\/wp-content\/uploads\/2024\/02\/Project-Management-General-\u2014-Blue.png","author_info":{"display_name":"PMO Team","author_link":"https:\/\/clickup.com\/blog\/author\/pmo\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>10 Best Record Management Software and Systems in 2026<\/title>\n<meta name=\"description\" content=\"Discover the 10 best record management software of 2024 with their features, strengths, and limitations to make an informed\u00a0decision.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/clickup.com\/blog\/record-management-software\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"10 Best Record Management Software and Systems in 2026\" \/>\n<meta property=\"og:description\" content=\"Discover the 10 best record management software of 2024 with their features, 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