10 Best Document Management Systems Shortlist
Here's my pick of the 10 best software from the 30 tools reviewed.
Get free help from our project management software advisors to find your match.
With so many different document management systems (DMS) available, figuring out which is right for you is tough. You know you want to store, manage, and track your documents more efficiently, but need to figure out which tool is best. I've got you! In this post I'll help make your choice easy, sharing my personal experiences using dozens of different project document management tools in various businesses, with my picks of the best document management systems.
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The Best Document Management Systems Comparison Chart
Here is a table where you can compare the tools we just covered in the overviews.
Tool | Best For | Trial Info | Price | ||
---|---|---|---|---|---|
1 | Best for searching any app, document or chat stream for answers | 30-day free trial | From $18/user/month | Website | |
2 | Best for comprehensive PDF editing | Free forever plan | From $10/month | Website | |
3 | Best for AI-powered file tagging | Free plan available | From $39/month (billed annually) | Website | |
4 | Best for healthcare organizations | Not available | Pricing upon request | Website | |
5 | Best for centralized document storage | 14-day free trial | From $10/user/month | Website | |
6 | Best for automated document classification | Free demo available | Pricing upon request | Website | |
7 | Best for customizable document databases | 14-day free trial + free plan available | From $8/user/month (billed annually) | Website | |
8 | Best for AI-assisted documentation creation | 7-day free trial | From $249/month (billed annually) | Website | |
9 | Best for managing an internal knowledge base | 14-day free trial available | Pricing upon request | Website | |
10 | Best document management system for workflow automations | 30-day free trial + free demo | Pricing upon request | Website |
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monday.com
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.6 -
CRM Creatio
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.7 -
Wrike
This is an aggregated rating for this tool including ratings from Crozdesk users and ratings from other sites.4.2
10 Best Document Management System Reviews
Here’s a brief description of each digital document management system to showcase what each tool does best. I’ve included screenshots to highlight the best features.
Guru is an advanced search and knowledge management platform that's designed to help users find relevant information quickly. Their advanced AI-driven search feature can search all your apps, documents, and slack #channels for answers — either directly in Slack or via a Chrome extension — making it easier to find information fast.
Guru also offers knowledge management and collaboration tools that enable organizations to capture, store, and retrieve collective knowledge through a centralized, cloud-based platform. The platform is designed to support various teams within an organization, including customer support, sales, and marketing, by providing a single source of truth for all company-related knowledge.
The tool allows users to create knowledge cards that can contain text, images, and links to documents, which can be grouped into collections for better organization. Guru's verification process ensures that the documents and information remain current and accurate, with designated experts responsible for periodically reviewing the content. The platform's search functionality also enables users to quickly find the documents they need.
Guru also provides AI Suggest, a feature that uses artificial intelligence to proactively suggest relevant knowledge to users based on the context of their work. It surfaces information in real-time, helping to reduce the time spent searching for answers.
Guru offers native integrations with several third-party applications, including Slack, Microsoft Teams, Gmail, Outlook, Confluence, Salesforce, and Zendesk.
Pricing for Guru starts at $10/user/month. A 30-day free trial and a freemium plan are also available.
DocHub is an online platform that allows you to edit, sign, and share PDF documents. It offers a comprehensive suite of tools to manage your documents directly from your web browser, eliminating the need for additional software installations.
One standout feature of DocHub is its robust PDF editing capabilities. You can add text, images, comments, and highlights to your documents, as well as white-out information and merge multiple documents without compromising quality. This flexibility ensures that you can tailor your PDFs to meet specific needs, all within a user-friendly interface.
Another valuable aspect is DocHub's form creation and management tools. You can build fillable PDF forms, modify existing fields, or create new ones for checkboxes, signatures, initials, and more. This feature simplifies data collection and sharing, making it particularly useful for teams that require consistent and reusable document templates.
Integrations include Google Workspace, Dropbox, OneDrive, and Box.
Stockpress is a digital asset management platform designed to streamline the organization, search, collaboration, and sharing of digital files for teams of all sizes. It offers features such as AI tagging, customizable collections, version control, and feedback tools, making it ideal for marketers, creatives, brand managers, and social media managers across various industries.
Its AI-powered tagging system automatically assigns relevant tags to your files, making search and retrieval easy. This means your team spends less time manually tagging and more time focusing on what matters. Additionally, Stockpress offers flexible metadata mapping, allowing you to tailor tags according to your specific needs, which is particularly useful for diverse industries.
Stockpress also offers robust file organization and collaboration tools. It allows you to add and organize files into collections, detect duplicates, and manage version control. This ensures that your team can work efficiently without the clutter of redundant files. Furthermore, Stockpress enhances collaboration with features like comments, annotations, and guest uploads, making it easier for teams to work together regardless of their location.
Integrations include Webflow, Adobe Illustrator, Adobe InDesign, Adobe Photoshop, Box, Canva, Dropbox, Google Drive, Klaviyo, Mailchimp, Slack, and Okta.
MedTrainer is a healthcare compliance platform designed to proactively reduce risk through centralized document management, credentialing, and training. Built for hospitals, clinics, and ambulatory care centers, it consolidates essential compliance functions into one system to help healthcare teams stay inspection-ready and aligned with industry regulations.
MedTrainer focuses on helping you manage the documents that matter most—from policy manuals and incident reports to provider credentials and safety data sheets. Its document management tools let you organize, track, and update materials efficiently, while automated sign-offs and audit trails ensure accountability. Whether you're preparing for accreditation or tracking mandatory trainings, MedTrainer can help reduce compliance gaps before they become liabilities.
You also get built-in tools for automating credentialing workflows, such as exclusions monitoring and license verification, and configurable compliance dashboards that highlight overdue tasks and outstanding risks. Its AI assistants, like Policy Guardian and Compliance Coach, support ongoing policy oversight and staff adherence.
MedTrainer integrates with Absorb Software, ADP, McKesson, HubSpot, UKG, and CHAMPS Group Purchasing, so you can extend its compliance workflows across your existing systems.
Axero is an intranet platform designed to centralize your organization's communications, collaboration, and content management. It brings together your team's documents, projects, and conversations into a single, accessible hub.
Axero's document management capabilities are particularly noteworthy. It offers a centralized repository where your team can store, organize, and access documents with ease. This setup ensures that everyone has access to the latest versions of files, reducing confusion and enhancing collaboration. Additionally, Axero provides robust search functionality, allowing users to quickly locate documents by keywords, tags, or categories, saving valuable time.
You can also define who has access to specific documents or folders, ensuring sensitive information remains secure. This level of control helps maintain confidentiality and compliance with organizational policies. Axero even supports version history tracking, enabling your team to view and revert to previous document versions if needed.
Integrations include Slack, Microsoft Office 365, Google Workspace, Twilio, Microsoft Teams, Zoom, Salesforce SSO, and SharePoint Online.
Klippa DocHorizon is an AI-powered document management system designed to automate your document-related workflows. By leveraging optical character recognition (OCR) technology, it extracts data, converts, classifies, and verifies documents, helping you save time and reduce manual errors.
I chose Klippa DocHorizon for its advanced data extraction capabilities. It can accurately capture information from various document types, including invoices, receipts, and identity documents, ensuring your records are digitized efficiently. Additionally, its document conversion feature allows you to transform files into formats like CSV, XML, JSON, or PDF, making data integration with your existing systems straightforward.
Another reason for selecting Klippa DocHorizon is its document classification functionality. It automatically categorizes documents based on specific data fields, which helps you organize and retrieve information quickly. Furthermore, the platform offers data anonymization to comply with privacy regulations, ensuring sensitive information is protected during processing.
Integrations include Gmail, Google Drive, Outlook, OneDrive, Sharepoint, Oracle Netsuite, Xero, Dropbox, Quickbooks, and Zoho.
Notion is an all-in-one workspace that combines note-taking, document management, and project planning. It allows you to capture thoughts, manage projects, and organize information in a way that suits your needs.
Notion stands out as a document management system because of its customizable databases. You can create databases to store documents, categorize them with tags, and add properties like file type or owner. This setup makes it easy to organize, search, and retrieve documents efficiently.
Another key feature is Notion's real-time collaboration. You and your team can work on the same documents simultaneously, leave comments, and mention each other for feedback. This fosters a collaborative environment where updates are immediate, and everyone stays informed.
Some integrations include Everhour, Jira, Asana, Slack, Zapier, Google Calendar, Dropbox, Google Drive, IFTTT, Trello, GitHub, and Typeform.
Trainual is a platform designed to help businesses document and organize their processes, policies, and standard operating procedures (SOPs). It serves as a centralized hub where teams can access step-by-step guides and training materials to ensure that everyone is aligned and informed about company operations.
One thing I like about Trainual is its AI-powered content generation. This tool assists you in creating new training materials quickly by generating, editing, and refining documentation. This not only saves time but also helps reduce errors in your content.
Another notable aspect is Trainual's ability to import existing documents, such as Google Docs, Microsoft Word files, and PDFs. This means you can convert your current files into organized, searchable subjects within Trainual, eliminating the need for manual copying and pasting and reformatting.
Integrations include Loom, QuickBooks, Slack, Justworks, Paylocity, Zenefits, Google SSO, Namely, Insperity, Workday, and Okta.
Document360 is a knowledge base management software that can be used to create both customer-facing and internal reference hubs for your organization. It has a simple WYSIWYG editor to create your documentation, and you can add images and videos, tables, links, and callouts to your content. You can also create or draw from existing article templates, maintain multiple versions of a document, and work collaboratively on articles.
The platform has a category manager to help you keep your employee documentation organized and structured for simple navigation. You can add new sub-categories, update existing ones, and archive ones that are no longer relevant. You can also use the tagging tool, which helps your staff find what they're looking for more easily.
If you're looking for an internal knowledge base that hosts things like policies, procedures, learning and training materials, and an employee handbook, Document360 can be an effective solution.
The software integrates with other tools like Intercom, Segment, Google Analytics, Disqus, HTML 5, Olark, Zendesk, Freshdesk, Hotjar, Freshmarketer, and Drift.
DocuWare is a comprehensive document management system designed to help businesses manage and organize their digital documents. This system allows for processes like scanning, archiving, filing, searching, and retrieving documents to be automated with ease. With the help of DocuWare, businesses can improve their document flow process and streamline operations.
Using DocuWare as your document management system will bring plenty of benefits to your business. It can save time by reducing manual processes and make it easier for employees to collaborate on projects by quickly sharing documents with one another. It also helps keep confidential information secure with strong encryption protocols in place. Additionally, its versatile features allow you to access documents from any device connected to the internet without any compatibility issues.
DocuWare integrates with over 500 different applications across email, team portals, CRM, ERP, and HR systems, including Microsoft Dynamics, Sage, QuickBooks, and SAP.
DocuWare offers pricing upon request. They have a 30-day free trial and free demo to get you started.
Other Document Management Systems
Here’s a few more tools that didn’t make the top list. These are still good options for the right company.
- OpenText
For content lifecycle management
- Revver
For combining document and business process management
- FileHold
DAM for enterprises
- Arena, a PTC Business
For complex electronics and medical device companies
- docEdge DMS
For feature-packed document management
- Dokkio
For cross-platform document management
- OpenDocMan
Free document management system
- MasterControl
For companies in regulated industries
- PandaDoc
For a simple, friendly interface
- Amazon WorkDocs
For compliance requirements
- Hyland Alfresco
For enterprise content management
- Meridian
For engineering teams
- Microsoft SharePoint
For Microsoft users
- Filecamp
For its wide range of sorting, filtering, and searching information
- pdfFiller
For secure, all-in-one PDF management
- SignNow
For efficient eSignature workflows
- Bynder
For multimedia asset management
- MediaValet
For its exceptional customer support
- Wrike
Work management software with built-in document management functionality
- XaitPorter
For collaborating on bids and proposals
Related Project Management Software Reviews
If you still haven't found what you're looking for here, check out these other related tools that we've tested and evaluated:
- Project Management Software
- Resource Management Software
- Workflow Automation Software
- Task Management Software
- Collaboration Tools
- Productivity Tools
- Intelligent Document Processing Software
- Document Automation Software
Selection Criteria For Document Management Systems
Selecting the right document management system (DMS) hinges on a deep understanding of the tool's core functionality and how it aligns with specific use cases. As such, my evaluation criteria are grounded in extensive personal trials and research into these tools, in order to ensure that my recommendations meet the diverse needs of buyers. Each criterion focuses on an aspect of the tools that I believe are key to buyer success. Each is also weighted to reflect its importance to my overall evaluation.
Core Document Management Functionality (25% of total weighting score): To be considered for inclusion on my list of the best project documentation management systems, the solution had to support the ability to fulfill common use cases. These include:
- Secure document storage and backup
- Quick and advanced document search capabilities
- Collaboration on documents with version control
- Access control for sensitive information
- Compliance and audit trail features for regulatory adherence
Additional Standout Features (25% of total weighting score): Distinguishing one DMS from another often comes down to unique features that address specific buyer needs beyond the basics. These attributes should demonstrate a DMS's ability to provide added value through innovation and integration, enhancing productivity and security beyond standard offerings. I look for:
- Integration with third-party applications, enhancing workflow automation and efficiency.
- Mobile access capabilities, for document management on-the-go.
- AI-powered categorization and tagging, simplifying document organization.
- Innovative security features like blockchain-based authentication or machine learning for anomaly detection.
Usability (10% of total weighting score): Usability ensures that the DMS can be effectively adopted by all users within an organization, regardless of their technical expertise. When evaluating usability, I consider:
- Intuitive design that requires minimal training.
- User interfaces that simplify complex operations, making advanced features accessible.
- Customizable dashboards that allow users to tailor the system to their work habits.
Onboarding (10% of total weighting score): The initial setup and onboarding process is critical for ensuring that a team can quickly begin to see the value of their new DMS. Here, I assess:
- Comprehensive training materials, including videos and interactive tutorials.
- Availability of templates and best practices guides.
- Responsive customer support for immediate help during setup.
Customer Support (10% of total weighting score): Responsive and helpful customer support is essential for addressing any issues that arise and ensuring that users can make the most of the DMS. I look for:
- Multiple channels for support, including live chat, email, and phone.
- A knowledge base for self-service troubleshooting.
- Quick response times and effective problem resolution.
Value For Money (10% of total weighting score): Determining the value for money requires looking beyond the sticker price to assess how well the DMS's pricing structure aligns with its offered features and benefits. This involves comparing:
- Pricing structures against the feature set.
- Flexibility in pricing plans, including scalability options.
- Free trials or demonstrations to assess the software before commitment.
Customer Reviews (10% of total weighting score): Customer reviews offer invaluable insights into how the DMS performs in real-world scenarios, highlighting both its strengths and areas for improvement. I generally consider:
- Overall satisfaction ratings and specific feedback on usability, support, and functionality.
- Testimonials on how the DMS has addressed business challenges.
- Reports of any recurring issues or limitations encountered by users.
This criteria framework ensures that each recommended document management system not only meets the standard requirements for document handling, but also stands out through unique features, ease of use, and overall value, and that they are able to help businesses overcome challenges and succeed overall.
How to Choose a Document Management System
With so many different document management solutions available, it can be challenging to make decisions on what document management system (DMS) is going to be the best fit for your needs.
As you're shortlisting, trialing, and selecting document management systems, consider the following:
- What problem are you trying to solve - Start by identifying the document management feature gap you're trying to fill to clarify the features and functionality the project document management system needs to provide.
- Who will need to use it - To evaluate cost and requirements, consider who'll be using the software and how many licenses you'll need. You'll need to evaluate if it'll just be the project management professionals, or the whole organization that will require access. When that's clear, it's worth considering if you're prioritizing ease of use for all, or speed for your document management system power users.
- What other tools it needs to work with - Clarify what tools you're replacing, what tools are staying, and the tools you'll need to integrate with, such as accounting, CRM or HR software. You'll need to decide if the tools will need to integrate together, or alternatively, if you can replace multiple tools with one consolidated project and document management software.
- What outcomes are important - Consider the result that the software needs to deliver to be considered a success. Consider what capability you want to gain, or what you want to improve, and how you will be measuring success. For example, an outcome could be the ability to get greater visibility into performance. You could compare document management system features until you’re blue in the face but if you aren’t thinking about the outcomes you want to drive, you could be wasting a lot of valuable time.
- How it would work within your organization - Consider the software selection alongside your workflows and delivery methodology. Evaluate what's working well, and the areas that are causing issues that need to be addressed. Remember every business is different — don’t assume that because a tool is popular that it'll work in your organization.
Trends in Document Management Systems for 2025
In my research, I sourced countless product updates, press releases, and release logs from different document management system vendors. Here are some of the emerging trends I’m keeping an eye on:
- AI-Powered Document Insights: AI tools now analyze and summarize documents, making it easier to identify key information without reading every word. These features help teams quickly extract actionable data from large volumes of text, such as contracts or reports.
- Blockchain for Document Verification: Blockchain tech ensures document authenticity by creating tamper-proof audit trails. This is particularly useful for legal and financial documents, where proof of integrity and a clear history of changes are critical.
- Granular User Access Controls: Advanced permission settings let organizations define specific access levels for individual users and teams. This helps maintain security and compliance, especially when dealing with sensitive or confidential information.
- Native E-Signature Integration: More systems are embedding e-signature tools directly within the platform, eliminating the need for third-party software. This trend simplifies approval workflows and speeds up processes like contract signing or client onboarding.
- Advanced Metadata Tagging: Enhanced tagging systems use AI to automatically categorize documents based on content, improving searchability. This is particularly helpful for companies managing extensive archives, as it reduces the time spent locating files.
What Is A Document Management System?
Document management systems are digital systems that store, manage, and track electronic documents. They replace paper-based methods, organizing files in a central location for easy access and collaboration. These systems simplify finding, sharing, and securing documents, improving efficiency in managing information. They're helpful for businesses seeking order in their document handling, ensuring important files are easily retrievable and secure.
Features of Document Management Systems
When selecting a document management system, keep an eye out for the following key features:
- User-Friendly Interface: A straightforward and intuitive design makes navigation and operation simple for all users. This is crucial for ensuring that everyone can efficiently store, retrieve, and manage documents without extensive training.
- Advanced Search Capabilities: Allows users to quickly find documents based on metadata, content, or other criteria. This feature significantly reduces the time spent searching for documents, enhancing productivity.
- Access Control and Permissions: Enables administrators to set who can view, edit, or delete documents. This is vital for maintaining document security and ensuring that sensitive information is only accessible to authorized users.
- Version Control: Keeps track of changes made to documents, allowing users to access previous versions. This feature is essential for maintaining the integrity of documents and enabling effective collaboration.
- Automated Workflow: Streamlines document-related processes by automating repetitive tasks. This reduces manual effort and ensures consistency in how documents are handled.
- Multiple Supported File Formats: Modern businesses use different types of assets for their day-to-day work. The best electronic document software should enable you to store various file formats, such as images, videos, and audio files.
- File Sharing: Document management tools should enable you to securely share your files with internal and external collaborators without third-party tools.
- Integration Capabilities: Allows the DMS to work seamlessly with other software tools used by the organization. This is important for ensuring that document management processes complement other business functions.
- Cloud-Based Storage: Offers the flexibility to access documents from anywhere, at any time. This is particularly important in today’s mobile and remote working environments, ensuring that users can always retrieve and manage documents as needed.
- Scalability: The system can grow with the organization, accommodating more users or larger volumes of documents without degradation in performance. This ensures the DMS remains effective as business needs evolve.
- Compliance Management: Helps organizations adhere to legal and regulatory requirements related to document handling. This feature is crucial for minimizing risk and ensuring that documents are managed in compliance with relevant standards.
- Collaboration: Document management tools and systems should let multiple users access and edit company documents and provide feedback and approvals.
- Data Backup and Recovery: Protects against data loss by ensuring that documents can be restored in the event of a system failure or other disaster. This is critical for preserving business continuity and protecting important information.
Benefits of Document Management Systems
Implementing a document management system provides several benefits for your team and your business. Here are a few you can look forward to:
- Increased Productivity: By automating workflows and reducing the time spent on manual document-related tasks, users and organizations can focus more on core business activities, thus boosting overall productivity.
- Enhanced Security: A DMS ensures that sensitive information is protected through access controls, encryption, and audit trails, significantly reducing the risk of data breaches and unauthorized access.
- Improved Accessibility: With a DMS, documents can be retrieved quickly and efficiently from anywhere, at any time, ensuring that users have immediate access to the information they need.
- Better Collaboration: By allowing multiple users to access and work on documents simultaneously, a DMS fosters a collaborative environment that enhances teamwork and speeds up project completions.
- Compliance and Regulatory Adherence: Document management systems can be configured to comply with industry-specific regulations, making it easier for organizations to adhere to legal standards and avoid penalties.
Costs & Pricing for Document Management Systems
When exploring document management software (DMS), it's crucial for software buyers to understand the various plan options and pricing structures available. These systems come in a variety of configurations, each designed to meet different organizational needs, from small teams looking for basic document storage solutions to large enterprises requiring advanced document management and collaboration tools.
Pricing can vary significantly based on the features offered, the number of users, and the level of support provided. Below is a breakdown of typical plan options for DMS, including a free option, to help you navigate your choices with greater clarity.
Plan Comparison Table for Document Management Systems
Plan Type | Average Price | Common Features |
---|---|---|
Free | $0 | Basic document storage, limited storage space, community support, essential security features |
Basic | $5-10 per user/month | Cloud storage, document sharing, access controls, basic collaboration tools, email support |
Standard | $10-25 per user/month | Increased storage capacity, advanced search, version control, integrations, priority email support |
Premium | $25-50 per user/month | Customizable workflows, advanced security options, AI capabilities, phone and live chat support |
Enterprise | Custom pricing | Unlimited storage, dedicated support, enterprise-grade security, custom integrations |
Choosing the right plan depends on your organization's size, how you plan to use the document management system, and the level of support you might need. It's important to balance cost against functionality to find a solution that meets your needs without overspending. Additionally, considering the scalability of the plan is crucial, as your needs may grow and change over time, requiring a seamless transition to more robust features and capacities.
Document Management Systems Frequently Asked Questions
Here are some commonly asked questions about document management tools.
What factors should you consider when choosing a document management system?
When choosing a document management system, start by assessing your organization’s specific needs—such as file types, team workflows, and existing tools. Look for a system that integrates smoothly with your current software stack and eliminates redundant features. Industry requirements also matter: for instance, law firms may prioritize PDF editing, while HR teams might need secure file upload capabilities. Compliance support, user access control, and scalability are also key factors to ensure long-term value.
How is a DMS different from cloud storage (e.g., Google Drive or Dropbox)?
While cloud storage is primarily for saving files, a DMS offers additional tools for workflow automation, access control, document tracking, and regulatory compliance.
How does metadata extraction and text extraction work in a document management system?
Metadata and text extraction are two features that help users automatically pull relevant data from documents, which makes it easier to categorize, search, and organize files.
Metadata extraction involves automatically pulling details such as the document author, creation date, file type, and keywords from the document properties. This is often used to enhance searchability and improve document tracking within the system.
Text extraction allows the system to pull specific content from within a document, which can then be used to populate fields or support more advanced search functionality. For example, optical character recognition (OCR) technology is used to extract text from scanned PDFs or images, enabling users to search the text within these types of files.
Are document management systems secure?
Yes, most reputable document management systems are designed with robust security features to protect your data. These often include encryption (both in transit and at rest), user authentication, role-based access controls, and regular security updates. Some systems also provide audit logs and remote wipe capabilities to guard against unauthorized access or data breaches.
How does document management software help with compliance?
A DMS helps ensure your organization adheres to legal and regulatory requirements by automating record retention policies and maintaining complete audit trails. It allows for secure storage and controlled access to sensitive documents, which is critical for standards like HIPAA, GDPR, or ISO certifications. You can also set alerts for document expiration, automate approvals, and enforce permissions to reduce human error. These features make audits smoother and reduce the risk of non-compliance penalties.
Is it difficult to migrate to a document management system?
Migration can be a complex process, but many DMS vendors provide tools and support to make it as smooth as possible. This includes bulk uploading, metadata mapping, and file structure preservation. A well-planned migration ensures minimal disruption to daily operations and faster adoption by staff. Choosing a vendor with onboarding assistance and clear documentation can greatly reduce the learning curve and help your team transition confidently.
What other document management tool can I use?
If a document management system isn’t the right fit for your needs, there are plenty of other document management tools out there that might suit you better. Check out some of our other document management software reviews:

What's Next?
Let's go deeper into some documents we usually save in these systems. We have an interesting article on what to look for in contracts and scope documents. If you want something that will help you create documents instead, check out our 5 capacity planning report examples and a walkthrough guide for project status reports.
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