DocuPhase Reviews

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.

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.

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 .

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.

Synchs with AD and security is easy to set up. Documents easy to find most of the time. Love the flexibility of in creating customized drop down lists and applications for storing documents.

Text searches will not return no data if the text is not exactly as it is in the database. Online help should take me to help for the version I am using. instead it takes me to help for the latest version which may or may not apply to the version that I'm currently on. Customers can't always upgrade precisely when a new version is release so the help link should be version specific.

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team. Their support will work around your schedule. If you don't have staff or resources to create the online form Docuphase is the best choice.

This is a difficult question for me because I have no experience with it or software of this type.

I love the customization search features. It allows me to search at a more granular level. Excited to see how advanced this product becomes after a couple more advances and iterations.

The processing speed is my only con to this software. However, the speed could be an issue on my network side so, its safe to say that I don't have any cons.

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.

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,

This software has streamlined our processes and the customer service of DocuPhase is excellent

Sometimes Slow and causes disruption in our productivity

This software is very easy to use and maintain.

There is nothing I do not like about this software.

I like the ease of use and the storage capacity

The roll out of the new system was not very friendly! Kudos to Gil and team members for helping make the transition easier.

The platform is easy to set-up and maintain. Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.

The solution design of the EDM software combined with the OCR solution enabled our company to move to a paperless and more efficient way to process and store critical documents such as invoices. The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

As with any new software implemented in a business, user training can be a challenge. Since the solution was implemented, there have been more documentation of processes and self-help guides.

This is a wonderful document management application. Our company were still using the older out dated ScanDox , iSynergy and server. Now that we've Windows Servers and SQL, and workstations we upgraded Docuphase. Great improvements in both applications, especially iSynergy. There is no longer the need for plugins, the interface is sleeker and much faster. Document searches are much faster. The customer service for the upgrade and support was incredible. That is the norm for this company. The upgrade and roll out was well planned and coordinated.

Not the cheapest solution, but most the costs were because we were so behind the curve with their upgrades as well as our servers and databases.

DocuPhase is the easiest-to-use document management and workflow automation solutions I have ever worked with (and I've worked with over a dozen.) From it's browser-based interface to it's broad integration capabilities with line of business applications, DocuPhase helps to put content and information at your fingertips - saving time and money.

Honestly, not anything that I can think of. I would like to see expanded integration with Windows, Outlook, and the Microsoft Office suite.

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast. I also like that any super user can expand the program to accommodate an entire company with all the levels of security that one could ask for.

I do not like the the programmers keep changing how the "rubber stamps" work from version to version. some versions can be assigned to users and the latest version has no assigning. this leads to a sloppy workflow and cumbersome use.

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

The software could be a bit smoother regarding the integration of the approval forms, and some functionality (e.g. emailing invoices) could be more user friendly.

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.

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

Easiest way to go paperless. I use ScanDox to scan documents that are stored in DocuPhase. Once you pull up the program, you just enter the data in the searchable application and electronic documents pull right up. You can view on screen, save it for later or print out if needed.

The least I like about DocuPhase is the lack of being able to do random searches of each application for quality assurance.

That all documents scanned for an applicant were all in one place. They also neatly held in the space just like a filing cabinet

What ai liked the least about thus software is the fact that it logs you off in less than five minutes

The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn.

The support tends to be inconsistent based on who with the company is providing it. This may be remedied now, but was an issue previously during some implementations.

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.