Best Document Management Apps for iPhone

Trusted by over 25 million users, Jotform is an all-in-one, no-code platform that simplifies data collection, automation, and online sales. Using its drag-and-drop Form Builder, businesses can create customized forms and surveys to collect leads, payments, and e-signatures. With 10,000+ templates and advanced features like conditional logic and 200+ integrations, Jotform streamlines workflows. Jotform's AI-powered Agents provide real-time customer support, guiding users through form submissions, answering questions, and ensuring a smooth experience while reducing manual intervention. These AI agents learn from interactions to improve responses, enhancing efficiency and customer satisfaction. The platform also includes a Store Builder to sell products and services, accept payments through 30+ gateways, and tools like Approvals and Report Builder to automate workflows and generate actionable insights.

Document Infrastructure for Modern Applications: Apryse provides the document processing and management infrastructure that powers document-centric workflows inside other companies' software. Rather than a standalone document management system, Apryse offers a suite of embeddable SDKs that let ISVs, enterprises, and developers build viewing, editing, generation, conversion, and data-capture capabilities directly into their own applications, without the overhead of maintaining that technology in-house.

ONLYOFFICE is an open-source project that offers cloud-based and self-hosted solutions for business of all sizes. The key product is ONLYOFFICE Docs, a secure office suite that seamlessly integrates into the most popular platforms, e.g. Odoo, Alfresco, Confluence, Pipedrive, Redmine, SuiteCRM and more. When integrated, ONLYOFFICE Docs provides the users of your business app with editors for documents, spreadsheets, presentations, forms, PDFs and diagrams. The ONLYOFFICE suite makes it possible to collaborate on office files in real time. The built-in AI assistant is compatible with ChatGPT, DeepSeek, Mistral and other AI providers to ensure a flawless editing experience. You can use Docs within ONLYOFFICE DocSpace, a room-based document collaboration platform that allows you to create dedicated spaces where you can assign access permissions and collaborate with your teammates. With DocSpace, you can store, share and co-edit office files, and even interact with third parties.

CloudFiler is an email filing system. It does not manage other documents. By making it easy and natural for staff to file emails to: projects, clients, cases, matters, etc., it makes it easy to find them even when the staff are no longer with the business and keeps these important documents alongside your other important documents, whether they are in Windows Folders, SharePoint, cloud storage like Egnyte, Box, DropBowxor other commercial systems. -> CloudFiler is an email filing system . It does not manage other documents. By making it easy and natural for staff to file emails to: projects, clients, cases, matters, etc., it makes it easy to find them even when the staff are no longer with the business and keeps these important documents alongside your other important documents, whether they are in Windows Folders, SharePoint, cloud storage like Egnyte, Box, DropBox or other commercial systems.

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.

Adobe Acrobat Studio is a leading enterprise document platform built to scale for global teams — delivering AI-powered document intelligence, trusted PDF tools, and on-brand content creation in one secure solution. Core capabilities include PDF creation, editing, conversion, annotation, redaction, e-signatures, and fillable forms. AI Assistant enables conversational document intelligence across PDFs, Word docs, spreadsheets, and more — surfacing summaries, key insights, and source-linked citations for verified, audit-ready answers. PDF Spaces organizes files, collaboration, and context into centralized knowledge hubs. The Generate Presentation feature transforms any document into a polished, branded deck using AI and Adobe Express templates. Enterprise-grade encryption, admin controls, and compliance workflows support secure document sharing and high-volume document processing at scale — across Legal, Finance, HR, Sales, and more. Available on desktop, web, and mobile.

Interfacing provides governed document management within its Integrated Management System, connecting controlled documents to the processes, roles, regulations, risks and training they support. Capabilities include document creation, review, approval, publishing, version control, metadata, scheduled reviews, audit trails, archiving and controlled access. This helps organizations manage documents as part of the operating model rather than as isolated files in a separate repository.

Google Workspace with Gemini integrates premium AI into Gmail, Docs, Drive, Meet, and more, helping businesses work smarter, not harder. Draft emails faster, generate ideas, and summarize documents effortlessly with AI-powered assistance. Manage tasks, schedule meetings, and stay organized across devices with seamless collaboration tools. Whether you're handling client communications, creating content, or running daily operations, Workspace helps businesses stay productive and focused. Workspace provides companies with professional branding (e.g., name@yourcompany), pooled cloud storage, and strict data privacy, ensuring your business data belongs entirely to you and is never used for advertising purposes. Gemini, Google’s most powerful AI, is now seamlessly integrated into the apps you already use. Instead of juggling fragmented apps, Workspace offers a unified, highly productive environment. Save 25% today on any plan (Starter, Standard, or Plus) for your first 3 months by clicking "Save 25%" above!

Connecteam is an award-winning all-in-one employee management solution for daily operations, communications, and human resource management. With Connecteam you can manage every aspect of your business on the go, no workstation needed. Easily engage and manage non-desk employees with Connecteam’s mobile-first platform that helps improve communication, enhance daily processes and increase productivity with custom checklists, forms, and reports. Schedule shifts and track accurate work hours with Connecteam’s automated GPS time clock and easily export approved timesheets to payroll. Connecteam helps you keep your employees sharp thanks to knowledge base centers and advanced training courses. Raise morale with employee recognition rewards and keep the entire company updated through the main news feed. Simplify employee communication, enhance professional skills, manage daily tasks and so much more, all in one app and for an affordable price.

Process Street is an AI-powered compliance operations platform that automates complex workflows, enforces standards, and tracks audit data in real time. Teams use it to create structured SOPs, assign tasks, collect data, and monitor execution with intelligent oversight. From onboarding and audits to vendor management and document control, Process Street ensures every step is followed and every action is logged. Built for regulated industries like financial services, healthcare, and manufacturing, it supports frameworks such as ISO, SOC 2, SOX, and HIPAA. With role-based permissions, audit logs, and powerful integrations, Process Street replaces static documents, spreadsheets, and manual processes with a single automated system of record. Use AI to streamline approvals, catch risks early, and generate audit-ready evidence. Trusted by teams at Cargill, DoorDash, Farmers Insurance, and Hartford Healthcare.

Dynamo Software is the leading end-to-end, AI-powered platform for alternative investment management, centralizing and automating front-to-back-office operations for both General Partners and Limited Partners. Trusted by 1,000+ global clients managing more than $10T in AUM, Dynamo replaces point-tool ssprawl with one secure platform. Dynamo v3.0 delivers an intelligent, intelligent interface built for investment professionals, with Blueprint pre-configured hubs, layouts, and reports that accelerate onboarding and adoption. For General Partners, Dynamo unifies CRM, deal sourcing, fundraising, investor relations, portfolio monitoring, and cloud-native fund accounting on a single data foundation. Engagement scoring surfaces high-intent LPs to shorten fundraising cycles, while digital onboarding with e-signature, KYC orchestration, and ongoing AML monitoring accelerates closes and strengthens compliance from first contact. A white-label Investor Portal automates capital calls, distributions, and tax document delivery, and 70+ audit-ready reports aligned to US GAAP, ILPA, and Invest Europe keep financials and investor communications consistent. For Limited Partners, Dynamo consolidates research, diligence, and multi-asset portfolio management into a single source of truth. Analyst evaluations, IDD and ODD notes, and manager pipelines live in one searchable environment. Performance analysis at the investment, asset class, or total portfolio level supports confident allocation decisions. HoldingsInsight enriches holdings data to reveal look-through exposure by sector, region, currency, and country of risk, and cash flow modeling and what-if scenarios turn reactive reporting into proactive oversight. DynamoAI is natively embedded across both experiences. It does not sit on top of your investment data, it operates from within it. Purpose-built agents categorize and tag records, convert PPMs, pitch decks, and capital call notices into structured data, surface relationship intelligence, flag performance anomalies early, and draft screening memos, IC memos, and quarterly reports for review. Teams ask questions in plain language and get answers backed by source records. Firms can also bring their own AI through Dynamo MCP connectors, reaching Dynamo data directly with the same permissions and the same audit trail.

Nutrient is the comprehensive solution for all your PDF needs, offering tools that effortlessly integrate and operate PDF functionality across any platform. 1. SDK PRODUCTS Integrate robust PDF functionality into iOS, Android, Windows, web (JavaScript), or any cross-platform technology, providing capabilities such as PDF viewing, markup, collaboration, and more. 2. LIBRARIES Utilize our potent .NET and Java libraries to boost your backend applications with batch processing of redactions and PDF forms, OCR’d scanned text, and editing of PDF documents, directly from your application server. 3. PROCESSOR Our dynamic PDF microservice, Processor, enables swift generation of PDFs from HTML, including HTML forms, along with Office-to-PDF conversions, OCR, redaction, and XFDF merging and exporting. 4. PDF API Use hosted PDF API to generate, convert, and modify PDF documents in your workflows. We manage the development and server administration, letting you focus on what you do best.

Odoo is a fully integrated, customizable, open-source software packed with hundreds of expertly designed business applications. Odoo’s intuitive database is able to meet a majority of business needs, such as: CRM, Sales, Project, Manufacturing, Inventory, and Accounting, just to name a few. Odoo is an all-in-one software solution designed to meet the needs of companies, regardless of their size (or budget). The unbeatable, seamless nature of Odoo helps businesses become more efficient by reducing redundant manual processes, which helps companies save countless hours of labor. Every module is interconnected to provide a fully-integrated experience from app to app, and users can automate many processes that would’ve otherwise required manual inputs into multiple applications. Odoo keeps all business functions in one place, allowing teams to collaborate with other departments from one unified platform in the most efficient way possible.

ARGOS is an AI-powered identity verification and workflow automation platform that helps businesses securely verify individuals and organizations worldwide. Our mission is to create a safer digital ecosystem by enabling companies to identify anyone, anywhere, at any time. ARGOS ID Check provides fast, seamless remote identity verification for fintech, gaming, virtual assets, e-commerce, telecommunications, and other regulated or high-risk industries. Supporting identity documents from more than 200 countries, it combines document verification, facial recognition, selfie verification, liveness detection, AML screening, age verification, and fraud prevention in one platform. Its modular design allows businesses to customize each verification workflow based on their risk, compliance, and customer experience requirements. ARGOS helps detect forged documents, deepfakes, duplicate accounts, bots, VPNs, and other suspicious activity while reducing friction during onboarding. ARGOS Omni extends these capabilities to KYB and general workflow automation. It helps businesses streamline document collection and data extraction, business registry searches, ownership and UBO identification, AML screening, and case review. Customizable workflows, decision rules, and detailed audit trails reduce manual work and create a more consistent, scalable compliance process. Together, ARGOS ID Check and Omni help organizations onboard customers and businesses faster, reduce operational costs, prevent fraud, and manage compliance more effectively.

Build the forms, portals, documents, eSignatures, surveys, and workflows your business needs while keeping Salesforce at the center of it all. Titan brings these experiences into a single Salesforce-first platform, with data connected to Salesforce in real time rather than creating another place for it to live. Give customers, partners, and employees secure ways to interact with Salesforce. Collect and update information through dynamic forms, build branded portals, generate documents from Salesforce data, collect signatures, run surveys, and automate complex business processes. For forms and portals, Titan AI Studio gets you to a strong first version faster. Describe what you need in plain language and Titan creates the structure, fields, styling, and Salesforce mapping. Then refine the details in the visual builder. Titan AI understands your Salesforce data model, including objects, fields, and relationships, without accessing sensitive Salesforce record data. You get AI-assisted speed while staying in control of what gets built and how it works. Experience Studio and Document Studio bring these capabilities together, giving Salesforce teams one platform to build and manage customer-facing experiences, documents, and business processes.

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.

PackageX OCR API converts any smartphone into a powerful universal label scanner that reads every bit of text on the label, including barcodes and QR codes. Our state-of-the-art OCR technology uses robust deep learning models and proprietary algorithms to extract information from package labels. Our OCR API is trained based on information from over 10 million labels, enabling over 95% scan accuracy -- the best in the market. Our technology scans in low-light conditions, reads at any angle, and works with damaged labels. Build your custom OCR scanner app and remove pen-and-paper inefficiencies. Easily extract information from both printed text and handwritten labels with our OCR scanner. Our OCR technology is trained on multilingual label data extracted from over 40 countries. Detect & extract information from any barcode or QR code.

Effortlessly manage agendas, documents, and board meetings with iBabs. Designed to streamline the entire decision-making process, iBabs eliminates the need for paperwork, making meetings more efficient and informed. This intuitive app provides complete control and a clear overview of all meeting details, empowering organizers and attendees alike. Trusted by around 3,000 organizations and over 300,000 users, iBabs ensures smooth, effective meetings on any device, securely and automatically. With years of experience refining board meeting processes, iBabs offers peace of mind and confidence in making good decisions.

Microsoft 365 is a cloud-based productivity platform that combines familiar tools like Word, Excel, PowerPoint, Outlook, and Teams into one integrated solution. With the addition of Microsoft 365 Copilot, AI capabilities are built directly into these applications to enhance productivity and streamline everyday tasks. Users can draft documents, analyze data, create presentations, and manage emails more efficiently with intelligent assistance. The platform allows seamless collaboration across teams by enabling real-time editing, file sharing, and communication. Microsoft 365 also includes cloud storage through OneDrive, ensuring users can access their files from anywhere. Copilot helps users generate content, summarize information, and provide insights based on their data. The system is designed to support both personal and professional workflows with flexibility across desktop, web, and mobile devices.

DocSales is an award winning B2B SaaS platform that allows you to generate proposals and contracts through your CRM of choice with zero clicks (and zero effort). Our built in eSigning platform helps sales reps close deals faster by processing payments when a customer eSigns the document. Create quotes, proposals and contracts with ZERO CLICK. Just drag the opportunity card from your CRM to the Sales Documents. That's it! It works with major CRMs (SalesForce, Close.com, Hubspot, Pipedrive). DocSales: (1) Uses Google Docs as Document Template + Data from CRM opportunity. (2) Prepare the document and send it to your customer to eSign it (DocSales eSign or Docusign) (3) Charge your customer when they sign the document.

Assembly Software is changing how personal injury law firms run their practice, combining embedded intelligence, workflow automation, and 40+ years of expertise to help firms handle more cases and drive better results for their clients. Its flagship platform, Neos, has been consistently recognized as a G2 Leader in Legal Case Management, and its built-in AI, NeosAI, won the 2025 LegalTech Breakthrough Award for LegalTech Generative AI Solution of the Year. Built on the legacy of pioneering personal injury case management brands Needles and Trialworks, Assembly is trusted by thousands of firms every day.

Reduce Paper-Based Work With Our Drag-n-Drop App Builder. Create Data-Driven Apps That Empower Your Business. Mobile & Desktop. No Coding Required. A no-code platform for creating data-driven apps to replace paper forms across all industries. Use our versatile drag-n-drop software to schedule, dispatch, track & manage jobs. “Appenate allowed our company to go paperless in the field & gave us the ability to move towards other paperless operations. Within a month we had a department of 12 technicians & one dispatcher using Appenate daily” – Junetta, Commercial Service Department – Total Group Create quotes, checklists or reports & easily integrate with existing systems. Enforce accountability, cost-saving & efficiency via our dashboard overview. FREE trial offered to test GPS, barcode scanning, signature & drawing, media & attachment upload, formulas, push notifications, white label & offline capabilities. Create online forms and apps in under 5 minutes.

OnTime 360 is an all-in-one software solution that is built to handle your custom delivery workflow. OnTime offers a powerful ready-to-use platform with a complete customer web portal, driver mobile app, dispatcher interface, and management suite. OnTime also comes with flexible add-on tools including open API, an EDI extension, a custom SDK, and prebuilt accounting software integrations to QuickBooks Desktop/Enterprise, QuickBooks Online, FreshBooks, and XERO. OnTime offers you more features at a lower price, such as online order entry, easy billing, route optimization, proof of delivery, multi-stop routing tools, automatic notifications, and flexible customer pricing with automatic quotes. Get started with a 14-day free trial, no credit card needed! Or if you’d like a personalized tour through OnTime, book a live demonstration to see the software in action.

WaiverFile is the industry leader in online waiver form software. Our focus on building beautiful, well-designed features means that our system is easier to use for both you and your customers. This means you can take advantage of all the benefits of electronically signed waivers without frustrating your customers and staff. Signing on any device from anywhere means customers can sign in advance and check in faster! Our check-in tracking and event features make verifying signed waivers far easier than searching through one huge list of everyone. WaiverFile doesn't just store forms, it helps streamline your entire customer intake process. Use the WaiverFile app to setup a kiosk for on-site signing, and print and display QR codes so customers can sign on their own smartphone. The WaiverScan app speeds checkins by providing signees with a QR code upon completing a waiver that can be scanned with the app for quick verification.

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.

Ondato is a tech company that streamlines KYC and AML-related processes. We're providing advanced technological solutions for digital identity verification, business customer onboarding, data validation, fraud detection, and more. All of them meet the highest quality standards available for KYC online or offline onboarding for all business and customer types orchestrated from a single interface. We're turning compliance into a business benefit by creating a safer environment for organizations and individuals alike.

Klyck is your go-to content solution for organizing, finding, and sharing information. Centralize your team's knowledge, provide quick and easy access to all your content. Customize pages tailored for every situation to save time, money and endless email threads. By bringing your content and knowledge together, Klyck helps you find what you need, when you need it. With analytics, gain a clear picture and improve understanding of content performance, customer engagement, and sales user activity for sales and marketing leaders with superior data-driven strategic solutions.

Dispatch Science is the leading AI-powered, cloud-native transportation management platform built specifically for last-mile delivery operations. Combining advanced route optimization with intelligent LLM-driven automation, Dispatch Science transforms every stage of the delivery lifecycle—from order intake and dispatching to customer communications, billing, and analytics. AI-powered decision-making helps couriers reduce operating costs, increase delivery capacity, improve fleet utilization, and deliver exceptional customer experiences. With smart automation embedded throughout the platform, delivery businesses can scale faster, operate more efficiently, and stay ahead in an increasingly competitive market.

Property Matrix is the most customizable property management software, tailored for residential, commercial, and mixed portfolios. This cloud-based platform offers enterprise-class accounting, custom reports, automated workflows, and real-time access on any device. Tenants can make online payments and submit maintenance requests through dedicated portals, while landlords benefit from e-signatures, check scanning, and online rental applications. Features include advanced CAM management, automated lease creation, marketing tools to post vacancies to third-party sites, and integrated communication hubs for tenants, vendors, and owners. Easily scale to fit your portfolio size, from 50 to 5,000 units. Backed by a user-friendly interface and exceptional customer support, Property Matrix simplifies operations, improves efficiency, and enhances tenant satisfaction​​​.

Optix flexible offerings include document management, workflow automation (business process management) and records management for multi-user organizations. With Optix, organizations are able to capture, store, route and secure content in virtually any format, while managing multiple revisions. With a footprint that spans the Fortune 500, federal, state, and local governments, and SMBs, Optix offers on-premises and hosted solutions that integrate with other business applications. Optix is the only complete document management system available for both Macintosh and Windows. Our drag-and-drop tools allow you to create beautiful, metadata-driven document management applications in minutes. With Optix, organizations have the power to magnify the value of one of their most critical assets, information. Optix lets organizations harness information in new ways to realize new efficiencies, reduce costs, streamline operations, meet regulatory demands, close new business, and exceed custo