DocuPhase Reviews

The ability to link files across applications is great. You can click on a PO number and view the PO, any invoices related to the PO, and any receipts that individuals have scanned in.

Browser compatibility is not great, many of the features are only available on IE, and must be set up in a specific way. Also, the mobile app used for scanning receipts has not been updated in a long time, and it does not work with iOS 11.

The software has a lot of possibilities. The support team is fantastic in keeping you on the right track with issues and problems. I see a multitude of growth moving forward with this young company.

Lots of moving pieces which can get confusing which part does what. We have over 6 divisions which due to work flow can require different methods. I would like to see their software completely integrated into one package instead of so many pieces.

Very stable, and easy user interface like being able to do query's for information and love the global search.

Need better support for different versions of browsers and also liked the name iSynergy for the actual product better than Docuphase.

Web site usability has improved since the days of iSynergy software. Use of HTML5 will really help once deployed to our agency.

Licensing issue named vs cocurrent option available and watermark ability on documents is very limited

I like how easy it is to pull documents from our accounts receivable cabinet. I also found the document management training at DocuPhase to be very beneficial. It will be great to see the finished product of the online training and library.

I do not like how we have to use three external softwares to integregrate and process payments within DocuPhase. If one software is down, then the whole check process is at a standstill until the software is fixed. It also requires you to have knowledge about all of the different systems so that you can find workarounds but if you do not work in the system often, then it is difficult to find the workarounds yourself. Furthermore, I find that the software has had issues with compatibility with our virtual environment, which has disrupted the flow of our processes.

Can be used to automate and store documents for any process, department or team and has outstanding integration capability. Highly expandable in regards to progression workflows and document storage containers.

Web form has limited ability to customize. It is functional, but could use a face lift and functionality overhaul.

It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

It has a variety of features that makes it much more than a file storage system. You can view what people change

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it

The company now uses less paper. We are saving money and time.
Easy to learn and understand. The support.

There is learning curve but easy to learn and understand. We have to implement change in the organization,

The most valuable feature to me is the ability to create or change a process with very little time and expertise involved. I am not a computer programmer, but I manage the DocuPhase system for the entire organization with very little effort. A process can be created, implemented and tested in just a few hours, depending on the complexity of the process. Forms can be created and amended faster than you could change and distribute a pdf form. Also, I know if I have any issues I can call DocuPhase with anything and they're right there to help. I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with. The team has helped us work through our processes and ideas to get them implemented and did not charge us a fortune in programming fees. We have been able to work remotely through the pandemic across multiple offices, largely due to DocuPhase. We have access to all documents, we are able to upload images and continue to collect signatures. Our purchasing is automated for approvals and budgeting, so it requires very little follow up. DocuPhase is by far my favorite tool to work with because I am able to do so much with it to improve many areas.

I would like to see easier troubleshooting. Since I am not an IT person, I don't really delve into the deep database stuff. However, when I get an exception error or something like that, I really struggle trying to find the error. It's usually something simple, but I feel like I'm trying to find it blind. It would be helpful if the system told you why the error happened, without having to search everywhere for it.

This product has proven to be very adaptable for our vast business needs. The in-depth ability to track within the workflows and documents is also an attractive feature.

Load times can sometimes cause issues, in addition to hang-ups, where certain services must be restarted.

Docuphase is almost a 100% perfect product, missing maybe 2 feature evolutions out of all that the industry has to offer. To be this close to perfect is saying something!

Needs better support for Kofax VRS scanners, and could use 1-2 other upgrade enhancements. This software doesn't miss much, and should rule the Document Management arena.

The software has several features that you can use. From making your own forms, workflow and progression. We have not used any of the other features it has. Looking forward to in the future. But for document management it is virtually no maintenance to it.

I do wish they had free online classes that you could take for iforms, workflow and progression. That way we as a company can see if any of those items we could use. The software does lack the ability to pick and choose from a found set. For example a combo box.

The program is easy to use once you have everything set up. I have many donor and vendor files stored in iSynergy and love the ease of use. I can locate stored files with just a few keystrokes!

I would like the ability to print certain/select pages of a document instead of having to print the entire document. My workaround is to save the file on the network drive and then select the particular pages I want to print. I am also not able to email my stored files for some reason.

Central Repository, Progression. Admin duties are relatively quick to pick up and learn. Alerts and real time statuses are the perfect way to get buy in from Departments new to the concept.

Patches take too long. Wish they would get feedback from users as to what is not working well for them. Wait is too long for iDatix customer support, bad for keeping day to day business afloat. Speed needs improvement.

We use Isynergy at work. It is a great software for reviewing documents and recovering old invoices whenever a question arises.

There are no shortfalls with the software that I have encountered. It retrieves documents quickly and accurately.

The best software for document storage and filing. Use of different workflows makes the processes complete and accurate.

Adding annotations on the documents was better in the old version. Sharing the document via email or printing the document has too many clicks and steps.

It is very easy to use. It is clear that it was developed to be used not by developers or even remotely technical individuals. The product is very well thought out and is able to solve a lot of business requirements.

Due to the fact that it is quite a specialized product, it isn't flexible enough. A lot of business logic and requirements needs to be done by professional services. Once pro services are in play, the ease of use and value of money quickly lessens.

Administration is very easy to use and configure. Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

Document notifications can be improved. Using docuphase over vpn is slow.

Everything is electronic with audit trails. Long term document storage is electronic. Eliminated the need for physically mailing and storing paper documents.

Implementation took longer than expected. Once live, we ended up with a solid solution to our business need.

When it works correctly finding the information that you need. It's not difficult to load in the information as long as each person follows and uses the templates.

Without proper training you cannot locate the information you are searching for. A waste of time. I have done a lot of searches only to keep coming up with search found nothing.

1. Easy to learn.
2. Very good Processing speed(Documents are scanned and ready to vies in seconds)
3. Customization can be done as per specific needs.

1. Some features are standard which we cannot remove based on our need.
2. Some system limitations are there on field validations

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams

We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

The flexibility of the forms along with the workflow make it great for getting proper approvals for your processes but also automating the actual task linked to the form.

Probably the only thing I don't like is that I normal users don't see the progress of items they have processed once they have gone on to the next person without checking the actual document. Again docuphase have ways of showing this both by just giving more access or via a custom form.