DocuPhase Reviews

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.

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.

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.

The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi

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.

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!

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.

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.

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.

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.

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.

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.

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.

Maintenance fees are expensive and paid for through a vendor versus the company itself.

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.

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.

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.

At times the iLink feature has proven to be problematic when it is being used.

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

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.

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.

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.

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.

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.

This software is very easy to use and maintain.

There is nothing I do not like about this software.

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.

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

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.

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 .

Enables users to automate and streamline processes with customizable workflows and integrationsOffers a flexible and scalable solution for businesses of all sizes

Limited customization options for document templates and form layouts

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,

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

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.