| DocuXplorer | Not documented[1] | DocuXplorer describes role-based access and permissions.[2] | Document event log records each action, time, and operator.[3] | Retention policies are described.[4] | Microsoft Office, QuickBooks, and DocuSign integrations.[5] |
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| Doxis | Doxis states every edit is saved as a new version.[6] | Doxis says documents inherit access rights from their customer or contract file.[6] | Doxis says each workflow step is logged with reviewer and approval timing.[6] | Doxis describes automatic retention schedules and audit-proof archiving.[6] | Doxis names integrations for Dynamics 365, Office 365, Workday, Salesforce, and ServiceNow.[6] |
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| Laserfiche | Laserfiche Cloud version tracking saves document history and allows restoration of an earlier version.[7] | Set granular permissions to limit who can view, edit or delete sensitive information — by role, team or record type.[8] | Repository auditing provides detailed control over how repository events are logged. You can configure auditing by user or group, audit successful and failed actions, and require users to provide reasons for specific actions.[9] | Configure policies once, then let Laserfiche apply, track and enforce them across documents and folders.[8] | Laserfiche native Microsoft 365 collaboration[10] |
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| M-Files | M-Files retains historical document versions and supports rollback to earlier content.[11] | M-Files’ metadata-driven system lets organizations set access permissions for whole classes of documents and data objects as well as specific documents and even for different versions of the same document. Additionally, specific levels of access can be assigned to different users or defined by role, group or the metadata property of the document.[12] | M-Files consistently enforces access and document control throughout the organization, providing audit trails for each file upon request.[12] | Records retention and disposition policies defined by the company ensure that documents are handled correctly in compliance with regulation throughout their lifecycle.[12] | Use documents with context and compliance in Teams, SharePoint, Outlook, and Copilot.[13] |
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| iManage Work | iManage Work provides document versioning, previous-version access, and restoration of a prior edit.[14] | iManage documents role-based and object-based access rights and filters search results by authorization.[15] | iManage Work Timeline shows a full history of activity for files.[14] | Not documented[16] | When viewing an iManage document in Microsoft Word, Excel, or PowerPoint, you can easily access its properties in the ‘iManage’ ribbon.[14] |
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| NetDocuments | NetDocuments documents real-time edits and version history for document collaboration.[17] | Gain granular access controls at the user, document, or workspace level to let you consistently maintain client confidentiality and ethical standards.[18] | Get a comprehensive view of exactly who is accessing which documents so that you can demonstrate your firm’s security compliance to both clients and regulatory bodies with just a click.[18] | Not documented[19] | NetDocuments seamlessly integrates with Microsoft Teams, allowing you to manage, preview, and collaborate on documents using the tools you’re already familiar with.[17] |
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| Contentverse | Not documented[20] | Contentverse describes configurable role-based access by users, roles, departments, and document classifications.[21] | Contentverse lists audit trails; detailed event scope is not stated on the opened page.[22] | Contentverse describes retention policies and electronic records lifecycle management.[22] | The opened page names Microsoft Office and Office Online integration.[23] |
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| AODocs | Not documented[24] | Fine-grained record permissions control view, edit, and delete access.[25] | Audit trails record creation, modification, access, and deletion.[25] | Schedules use folders, metadata, and custom event dates.[25] | The vendor names SAP, Salesforce, Microsoft 365, and Google Workspace integrations.[26] |
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| OpenKM | Not documented[27] | OpenKM lists role-based access control and Active Directory/LDAP integration.[27] | OpenKM describes a detailed audit trail of document access and actions.[27] | OpenKM lists configurable retention policies and the right to be forgotten.[27] | OpenKM names Active Directory and LDAP integration for its Professional edition.[27] |
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| Objective Nexus | Not documented[28] | Objective Nexus documents document-level access to view, open, edit, share, and delete.[29] | Objective Nexus reports every action in on-screen views and detailed reports.[29] | Objective Nexus manages records from creation to disposal or transfer.[28] | Objective Nexus names Microsoft Teams, SharePoint, and Microsoft 365 governance.[30] |
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| RecordPoint | Not documented[31] | Not documented[31] | RecordPoint lists audit trails for records management.[32] | RecordPoint lists retention schedules, disposal at records or aggregation levels, and disposal approval workflows.[32] [33] | RecordPoint lists connectors including Agiloft, Amazon S3, Apigee, Backblaze B2, and Boomi.[34] |
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| Revver | Not documented[35] | Revver describes enhanced security for documents.[35] | Revver says its audit-trail feature helps HR personnel manage information.[35] | Revver describes retention periods for records in its document-management solution.[35] | Not documented[35] |
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