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72 Reviews

- Industry: Insurance
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great software with great opportunities for evolved document management
Reviewed on 2/4/2018
Versatile workflows, easy UI with great intuitive design
Pros
I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams
Cons
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
Response from Docuphase
Hi Eri,
Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there.
Thanks,
Mike Morris
Customer Success Manager

- Industry: Insurance
- Company size: 501-1,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly...
Reviewed on 29/3/2018
Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports
Pros
+ If you need to go paperless, automate operations, or implement Robotic process automation this is the best software in Contemporary Market world.
+ Great solution for document workflow Management.
+ Hyperlink feature on each level of document management is a great feature.
+ Adding Notes and sharing documents via Email management is a nice option to have.
+ Exciting to learn more about Analytics Tool.
Cons
-> Performance: It is taking couple of minutes time to load large documents (No Performance issues on small files).
- Would like to know if Search function has option to add best bets on Global Search
-> Once we select the application, it would be good if we have a search option in that particular application level (like Global Search).
-> Being able to understand It as an emerging company, Would like to see if there is more scope for Employee Collaboration on sharing ideas like a Message Chatting tool within DocuPhase to share and discuss about the document management.
-> Hyperlink feature on each level of document management is a great feature, would love it more if this hyperlink feature is also in Workflow history management level to make administrator's Job Easy down the years on a given document history.
Response from iDatix
Hi Harsha,
Thank you for the review, and for the kind words. I know that our teams have been trying to get together for some additional projects lately, and I'll fold some of these suggestions into those conversations.
There's a lot of really great suggestions in your response as well, and we'll take those seriously. I'll pipe them back in to our product team so that we can game plan some of those enhancements internally. In the meantime, you can always submit your own enhancement requests here:
https://docuphase.ideas.aha.io/
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Government Administration
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Somersworth Housing Authority
Reviewed on 28/12/2022
so far, your customer service has been able to do a conference call with me and our IT dept so that we can update changes to our system to match your changes to get us back up and running.
Pros
The software is fine, but when your company does updates and changes to your system, you need to contact the customer so that we can alert our IT departments to coordinate with you to make the same changes on our end. This has happened a few times in the last few months and it is extremely frustrating when we can not see what is scanned because of updated changes done by you without us knowing.
Cons
when you make updated changes to the system that effect our using the program on our end.
- Industry: Government Administration
- Company size: 11-50 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 5.0 /10
Still in the working phase
Reviewed on 21/12/2022
Pros
The software's OCR function allows just about anything from any program to work with DocuPhase.
Cons
The software's OCR function is complicated and requires a lot of tuning to get working.
- Industry: Information Services
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Great Product
Reviewed on 21/12/2022
Pros
This software has streamlined our processes and the customer service of DocuPhase is excellent
Cons
Sometimes Slow and causes disruption in our productivity
- Industry: Education Management
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Using DocuPhase/Treeno for file management
Reviewed on 21/12/2022
Very professional and helpful
Pros
We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great!
Cons
I wish there could be improvements on remote printer so you do not need to keep entering the file number when uploading multiple documents into one file
- Industry: Dairy
- Company size: 501-1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Docuphase makes work life less wasteful
Reviewed on 21/12/2022
Pros
I like the ease of use and the storage capacity
Cons
The roll out of the new system was not very friendly! Kudos to Gil and team members for helping make the transition easier.
- Industry: Automotive
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Docuphase Review
Reviewed on 21/12/2022
Pros
Docuphase/Treeno have been totally reliable for document archiving and retrieval.
Cons
No Cons. Docuphase works as expected. Service is great and instant.
- Industry: Medical Devices
- Company size: 501-1,000 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great for docs
Reviewed on 21/12/2022
Pros
This software is very easy to use and maintain.
Cons
There is nothing I do not like about this software.
- Industry: Education Management
- Company size: 1,001-5,000 Employees
- Used Monthly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 8.0 /10
Archives
Reviewed on 21/12/2022
Pros
Easy to save files, can set up folders however we want.
Cons
Load time for large files can take a little while.
- Industry: Telecommunications
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Training and support is invaluable
Reviewed on 5/8/2020
There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved. We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need. DocuPhase is by far the best document management system I have seen, because it goes beyond the document and manages processes. If you want to see how really inefficient your processes are, implement them in DocuPhase. Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.
Pros
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.
Cons
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.
Response from Docuphase
Thank you so much for your feedback! We are happy that you are satisfied with the system. Your comment on exception troubleshooting is being passed on to the team. Thanks again!
- DocuPhase Customer Succes Team
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Have been using for at least 10 years and it is a very valuable tool for our office
Reviewed on 29/3/2018
Pros
We have used the software to store our closed files for a number of years and it is very nice when we need a back file to be able to bring it up very quickly and easily. It is easy to find any page in the file we night need and to email or copy any or all pages of a document. We no longer have to go to the attic to retrieve a file and manually search through the file foe the document you need. It is there at your finger tips with a few key strokes. The program saves a lot of space and time. Very glad we have it.
Cons
Not being able to scroll through a file is my first complaint. Not being able to add document to a file has been a major issue. Indexing of the file is very time consuming process. You need to have character recognition should be a part of your program. With OCR it would be much quicker to scan old file in to the program. Having to log in and out of the program is also a feature I do not like. To my knowledge you offer no training with the program so I am sure there are lot of features we do not know how to use. The vendor that sold the program to us has tried to train us but like most programs you only learn about 10% of the features offered.
Response from iDatix
Hi Everette,
Thank you so much for the kind review, and for being a longtime customer. Regarding the cons, I'm going to reach out to schedule some time for us to talk further, as I think that we can help to take care of some of these issues. We offer a top-rated OCR program that we can deploy quickly and efficiently as well, so we may be able to help you save even more time there.
I look forward to speaking with you soon,
Michael Morris
Customer Success Manager @ DocuPhase
- Industry: Construction
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Treeno
Reviewed on 19/7/2019
Overall, once we saw the whole system it was really easy to use.
Pros
I used this in my last job and I can't say enough good things. I really liked the ease of filing documents. I have used other programs in the past that just could not do the job.
Cons
I would have liked more upfront training. I didn't really get to see the whole system and how it worked until we were in it. We had to redo some filing which took some time.
Alternatives Considered
DocStar ECMReasons for Choosing DocuPhase
Ease of use. More optionsSwitched From
DocStar ECM- Industry: Primary/Secondary Education
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Amazing System - Transformed the way we do business!
Reviewed on 18/7/2021
The flexibilty within the system makes this software a best in class solution! We continue to develop forms to automate workflow approvals, and the best part is when a web form is created and approved via the worflow process the data is archieved automatically.
Pros
The ability to customize this product to our needs. From soup to nuts this system can provide a solution to automate, authorize and archive every document you can imagine. It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature. All of the features this systems offers makes it a true system solution.
Cons
I am not sure I have a one. The software exceeds my expectations.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
DocuWOW!!!
Reviewed on 29/3/2018
Pros
We selected DP as a way to manage documents internally, track notes on job files, and basically centralize all aspects of the file. We also are able to assign tasks to every employee and give them a daily worklist. DP also tracks the history of the file, so we can see where breakdowns in communication occur. We can also see prior version of documents so we can restore documents as needed. We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!
Cons
our old file data was not migrated to the system so anything older than 2013 was not searchable. some of the report functions do not work well for us. we are trying to implement new functionality to reduce redundancy and it is not going as well as we hoped. if the internet is down we cannot use the web based interface. We also do not know what will happen if we ever decide to migrate from this system, I do not know how we would access the data.
Response from iDatix
Hey Chandra,
We really appreciate the kind words, and this review. If there's anything we can ever do for you regarding file import or conversion, we'd be happy to chat regarding options. Feel free to reach out to me personally or submit a ticket and we could review.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Transportation/Trucking/Railroad
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Treeno and Importer Tool
Reviewed on 28/4/2021
We have had a wonderful experience with Treeno. We highly recommend their products and have not been disappointed with anything. We love their staff and the way they work as a team. This saves us many hours of manual work that was done in the past.
Pros
It just works. They have a great customer service team that are really just a phone call away and answer their phones. Never experienced a time when problem was not solved within that day unless coding was need. They were able customize Treeno to fit our needs. It's fast and reliable.
Cons
My only area of confusion is the Admin Sign In. It would be helpful to have to have explanations of what functions are in each category. Right now I just click on each one until I find what I am looking for.
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Once the software is set up for your needs, it is very easy for the end user to use.
Reviewed on 5/4/2018
We had an outside company do our scanning for us and we could never find the documents when they came back from being scanned. For example: and STR means to allot of people street. To us here at the property appraiser office it mean section, township and range.
Pros
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.
Cons
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.
Response from Docuphase
Hi Pam,
Thanks so much for the review. We've really enjoyed working with you and your office for the last few years. I'm happy to follow up with you regarding functionality on forms and workflow, and either Olivia Sutton or myself will shoot you an email today so that we can discuss further. I think that we can definitely assist, and point you at the Learning Library, where you can review some of those features as well.
Thanks,
Mike Morris
Customer Success Manager
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Always a positive experience when speaking w/ support. AD synch needs to be better & more...
Reviewed on 29/3/2018
Security. Flexibility. Customizable.
Pros
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.
Cons
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.
Response from iDatix
Hello,
Thanks so much for reaching out with your review. I really appreciate the kind words about support, and will relay the message to them. Regarding text searches, we can definitely help you regarding wildcard searches and I'd hope we can improve your experience there. Feel free to shoot me an email at [email protected] and we can discuss further. When we connect, I'll also talk you through the upgrade process and help information.
Regards,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Nonprofit Organisation Management
- Company size: 2-10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Installation and staff were pleasant to work with and very professional.
Reviewed on 6/4/2018
We were able to store our donor, vendor and employee files electronically and get rid of all of the majority of our filing cabinets. This also helps with our annual audit in the fact that a file can be viewed online instead of digging through old files to locate requested items.
Pros
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!
Cons
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.
Response from Docuphase
Hi Marci,
We really appreciate your kind words, and your long-term support as a customer. I do think that I might be able to give you a hand with some of the small issues that you've listed below, and will reach out to give you a few ideas for printing and emailing more effectively.
Thanks,
Mike Morris
Customer Success Manager
- Industry: Real Estate
- Company size: 51-200 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
DocuPhase Software
Reviewed on 24/5/2021
The overall experience has been very good. DocuPhase support team is excellent when issues arise.
Pros
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.
Cons
DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.
- Industry: Government Administration
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
All in One
Reviewed on 21/4/2019
My overall experience with DocuPhase has been nothing but great. From customer service, ease of use and quick response times they top notch.
Pros
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.
Cons
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.
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
my experience has been good thus far with docuphase.
Reviewed on 29/3/2018
Pros
I like that it is a web based application with easy for control for user access. I also like the import mapper tool for easy and bulk entry into docuphase.
Cons
If you wanted to setup a DR site with a server with docuphase already configured. If the primary server goes down you can instruct your users to the DR site docuphase and have no loss of work or time. Currently to have this setup docuphase will charge you for both as if it was another full suite. I disagree with this and licensing/price around this. It was to costly for us to buy a DR license on top of the primary, it would be really nice to have. It would be nice for docuphase to go easy on the price if a company wanted to have a DR docuphase server.
Response from iDatix
Hey Richard,
Thanks for the review. I'm going to ask around a bit internally and get back to you regarding replication for DR. We know that availability is important when critical business processes rely on our software, and we take that very seriously. Expect that either Greg and I will follow back up with you on this.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Hospital & Health Care
- Company size: 1,001-5,000 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Easy user adaptation, system could run a little faster though. Too much lag time sometimes
Reviewed on 2/4/2018
Each manager/director within a department can now have accountability for their department as well as each employee. Through rules based workflow and tracking via logs, each function can get closer to achieving operational efficiency.
Pros
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.
Cons
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.
Response from Docuphase
Hi Jerome,
We really appreciate your feedback. I'd love to arrange a call to discuss your feedback on our support team, and see how we can improve there. Please feel free to reach back out, and we can make that happen. Otherwise, thanks for the kind words regarding the platform.
-Mike Morris
Customer Success Manager
- Industry: Information Technology & Services
- Company size: 51-200 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Best Electronic Document Management Software solutions that integrates with OCR
Reviewed on 29/4/2021
The experience with Treeno overall is highly satisfactory. The sales, engineering, and support staff are friendly, knowledgeable, and agile to fit the perfect EDM solution for all lines of business.
Pros
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.
Cons
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.
- Industry: Religious Institutions
- Company size: 11-50 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Fairly powerful, easy to organize files but difficult to set up and high learning curve
Reviewed on 29/3/2018
Pros
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.
Cons
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.
Response from iDatix
Hello,
Thanks so much for the review, and for reaching out. We'd love to chat regarding the browser compatibility, as I think you're on an older version and we can introduce you to the HTML5 viewer, which works across all modern browsers. Let's chat and see if that's a good fit.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase