About DocuPhase
Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.
Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.
Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.
Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.
Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!
- Free Trial
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Key benefits of DocuPhase
Streamline and automate your accounting processes.
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.
Devices
Business size
Markets
Supported Languages
- Free Trial
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Features
Total features of DocuPhase: 93
- 1099 Preparation
- ACH Payment Processing
- API
- Access Controls/Permissions
- Aging Tracking
- Alerts/Notifications
- Approval Process Control
- Archiving & Retention
- Audit Trail
- Autofill
- Barcode / Ticket Scanning
- Batch Processing
- Billing & Invoicing
- Business Process Automation
- Business Process Control
- CRM
- Change Management
- Check Processing
- Check Writing
- Collaboration Tools
- Collections Management
- Commenting/Notes
- Compliance Management
- Compliance Tracking
- Content Management
- Convert to PDF
- Customisable Templates
- Data Capture and Transfer
- Data Extraction
- Data Import/Export
- Data Replication
- Data Verification
- Digital Asset Management
- Document Capture
- Document Classification
- Document Generation
- Document Imaging
- Document Management
- Document Review
- Document Storage
- Document Templates
- Drag & Drop
- Duplicate Payment Alert
- Electronic Funds Transfer
- Electronic Signature
- Email Management
- Fax Management
- File Conversion
- File Recovery
- File Sharing
- File Storage
- Forms Creation & Design
- Forms Management
- Fraud Detection
- Full Text Search
- Graphical Workflow Editor
- ID Scanning
- Image Pre-processing
- Indexing
- Information Governance
- Invoice History
- Invoice Processing
- Metadata Extraction
- Mobile Access
- Multiple Output Formats
- No-Code
- Offline Access
- Optical Character Recognition
- PDF Conversion
- PO Reconciliation
- Payment Processing
- Process Change Tracking
- Process Modeling & Designing
- Process/Workflow Automation
- Project Workflow
- Recurring Payments
- Reporting/Analytics
- Search/Filter
- Task Management
- Template Management
- Templates
- Text Editing
- Third Party Integrations
- Time & Expense Tracking
- Trend Analysis
- Vendor Management
- Version Control
- Visual Workflow Management
- Watermarking
- Web Forms
- Workflow Configuration
- Workflow Management
- Zone Selection Tool
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Reviews
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- 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
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: Telecommunications
- 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 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...
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
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
The program is very useful, but when there is a problem that I can't solve in-house, it's...
Reviewed on 29/3/2018
Saving time, providing all of our hard-copied data at our fingertips digitally.
Saving time, providing all of our hard-copied data at our fingertips digitally.
Pros
Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time
Cons
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 .
Response from iDatix
Hey Aaron,
I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.
Thanks,
Mike Morris
Customer Success Manager @ DocuPhase
- Industry: Insurance
- Company size: 501-1,000 Employees
- Used Daily for 6-12 months
-
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
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: Religious Institutions
- Company size: 11-50 Employees
- Used Daily for 2+ years
-
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
DocuPhase FAQs
Below are some frequently asked questions for DocuPhase.Q. What type of pricing plans does DocuPhase offer?
DocuPhase offers the following pricing plans:
- Starting from:
- Free Trial: Not Available
Please contact DocuPhase directly for pricing details.
Q. What are the main features of DocuPhase?
We do not have any information about DocuPhase features
Q. Who are the typical users of DocuPhase?
DocuPhase has the following typical customers:
11-50, 51-200, 201-500, 501-1,000, 1,001+
Q. What languages does DocuPhase support?
DocuPhase supports the following languages:
English
Q. Does DocuPhase support mobile devices?
DocuPhase supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does DocuPhase integrate with?
DocuPhase integrates with the following applications:
Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud
Q. What level of support does DocuPhase offer?
DocuPhase offers the following support options:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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