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77 Reviews
- 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
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
- 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- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
I find the DocuPhase application to be clunky and shows a serious deficiency in usability.
Reviewed on 6/4/2018
Pros
The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi
Cons
Navigation through the application is not intuitive and cumbersome. The validations on data entry seem to miss the fact that the end goal is a valid application to the state. The approval process is too lengthy.
- 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 Docuphase
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.
- 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: Government Administration
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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.
- Industry: Hospital & Health Care
- 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 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: Legal 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 7.0 /10
Treeno Utilization
Reviewed on 29/4/2021
Pros
This software allows us to be paperless. Access to work already completed was high on our list when choosing this company. Customer service was also high on the list. Technical support is almost instantaneous and thorough. Support is kind and knowledgeable. Permissions to the different cabinets are available all the way down to document types. Usage logging is a plus. The importer allows for seamless integration of the Microsoft Outlook program and allows original formatting to be kept for word processing software.
Cons
Maintenance fees are expensive and paid for through a vendor versus the company itself.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Very functional tool and great support
Reviewed on 29/3/2018
Pros
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.
Cons
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.
Response from Docuphase
Hello,
Thank you so much for the kind words. If there's anything our team can do for you, please let us know.
-Team DocuPhase
- Industry: Information Technology & Services
- 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 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: Education Management
- Company size: 501–1,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
DocuPhase Review
Reviewed on 28/5/2022
Pros
Very flexible software with good document management centered features.
DocuPhase makes it easy to collaborate with colleagues on documents.
The software continues to grow into a better productivity tool and future updates should see this trend continue.
Cons
At times the iLink feature has proven to be problematic when it is being used.
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Software has improved since the beginning when we first started using software
Reviewed on 29/3/2018
Pros
Web site usability has improved since the days of iSynergy software. Use of HTML5 will really help once deployed to our agency.
Cons
Licensing issue named vs cocurrent option available and watermark ability on documents is very limited
Response from Docuphase
Hey Ian,
Thanks so much for reaching out. I actually wrote Lisa earlier today regarding some options for watermarking your docs. I think you'll be happy with what we can do there. I really appreciate the review and the kind words.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Oil & Energy
- Company size: 11–50 Employees
- Used Weekly 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 product, has a lot of functionality.
Reviewed on 8/5/2018
the ability to create a paperless office.
Pros
Docuphase can be configured to meet most business needs. There are features for importing and exporting documents, character recognition, and capturing data on forms. The work flow process is extensive and user configurable. Docuphase is web based so that the images and index values can be accessed from anywhere.
Cons
Installation and update procedures are overly complicated needing an IT professional to implemement. Changing the sort order of the search results is cumbersome and is not intuitive. Support requests are not always answered in a timely manner and it takes too long to escalate a call to advanced support. When editing indexes in Docuphase only user defined lists are available for lookups.
- Industry: Textiles
- Company size: 201–500 Employees
- Used Daily 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
DocuPhase Review
Reviewed on 7/8/2020
DocuPhase is a good software to use for processes, mainly accounting and purchasing. Easy to find documents. I work on DocuPhase almost daily and find it easy for completing my tasks. It lists out the pending tasks and being able to prioritize them helps.
Pros
The best software for document storage and filing. Use of different workflows makes the processes complete and accurate.
Cons
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.

- Industry: Business Supplies & Equipment
- Company size: 51–200 Employees
- Used Weekly 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
Unparalleled functionality and seamless integration
Reviewed on 14/5/2018
Pros
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.
Cons
Honestly, not anything that I can think of. I would like to see expanded integration with Windows, Outlook, and the Microsoft Office suite.
Response from Docuphase
Andre,
Thanks so much for the kind words! We value our partnership with your team, and appreciate your faith and confidence in our solutions!
-Mike Morris
Customer Success Manager @ DocuPhase
- Used for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Decent human workflow process, usable with minimal technical knowledge
Reviewed on 10/4/2018
Pros
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.
Cons
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.
Response from Docuphase
Thanks so much for the kind words regarding the product, as well as the feedback regarding customization. We certainly aim to provide quality training for anyone using the product, and would be thrilled to engage in the conversations necessary to help empower your team to customize the product further. Just reach out at [email protected] to discuss.
Thanks,
Mike Morris
Customer Success Manager
- 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.
- Used Weekly for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
Love the availability to look up documents.
Reviewed on 30/3/2018
Pros
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.
Cons
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.
Response from Docuphase
Hi Charmon,
I'm sorry to hear that you've been having difficulty with your searches. I know that my team is planning to get on site with yours here in the next couple of weeks. I'll certainly pay you a visit and discuss ways that you can find and retrieve information more easily.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Mining & Metals
- Company size: 1,001–5,000 Employees
- Used Daily for 6-12 months
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 8.0 /10
Allows for easy access of files
Reviewed on 11/10/2019
Very useful for file sharing and tracking as the office works on documents
Pros
It has a variety of features that makes it much more than a file storage system. You can view what people change
Cons
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
- Industry: Chemicals
- Company size: 1,001–5,000 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Due to our own time/resource constraints along with DocUphase it took a while to actually get...
Reviewed on 29/3/2018
Implemented a variance process and adheres to the approval process. Allows the vendors to automatically submit their invoices. Saved us on time and postage mailing/process invoices manually.
Pros
I like the process saves from filing invoice and filing space. Allows the plants to follow their invoices through the process. Allows the vendors to submit their own (better quality) invoices for quicker and smoother processing.
Cons
The search and web base experience is cumbersome and sometimes difficult to work with. We are not able to see who is currently working on the invoice and whose queue in the invoice is in currently. We can look at some things in the invoices .
Response from Docuphase
Hey Pam,
Thank you for the review. I'd be happy to discuss those cons with you and come up with a solution. I definitely have some ways that we could help with this. Let's connect soon and we can get that straightened out for you. In the meantime, we appreciate the kind words.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Medical Practice
- Company size: 1,001–5,000 Employees
- Used Weekly 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
best software for document
Reviewed on 16/2/2023
Overall, my experience with DocuPhase has been positive. The software has helped our team to streamline our document management processes, making it easier to find and share information across the organization.
Pros
Enables users to automate and streamline processes with customizable workflows and integrationsOffers a flexible and scalable solution for businesses of all sizes
Cons
Limited customization options for document templates and form layouts
- Industry: Insurance
- Company size: 501–1,000 Employees
- Used Daily for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Great product
Reviewed on 5/4/2018
Saving money and time.
Pros
The company now uses less paper. We are saving money and time.
Easy to learn and understand. The support.
Cons
There is learning curve but easy to learn and understand. We have to implement change in the organization,
Response from Docuphase
Hi there,
Thanks so much for the kind words regarding the product. We truly appreciate your support, and this fantastic review!
Mike Morris
Customer Success Manager
- Industry: Health, Wellness & Fitness
- Company size: 501–1,000 Employees
- Used Monthly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
It is a very easy to learn tool. It manages all your documents scanning very easily.
Reviewed on 29/3/2018
Lots of benefits... All documents are scanned indexed. Easily searched. No hard copies maintenance is needed.
Pros
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.
Cons
1. Some features are standard which we cannot remove based on our need.
2. Some system limitations are there on field validations
Response from Docuphase
Thank you for the kind words Anubha. We've really enjoyed working with PHC and are thankful for your partnership.
-Mike Morris
Customer Success Manager
- 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