Easy to maintain, excellent support and cost efficient.

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.

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.

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.

Overall use is good and satisfactory.

Easy to access for RE Dept-Ease in acquiring scanned items.

Since our files from Docustar was implemented it has been Very hard to find old Docs

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.

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.

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.

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.

It’s a startup there’s been some issues but all together we are learning and catching what we can

It can be used across the board for multiple files and accessed by only ones needed to

It wouldn’t capture everything correctly

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.

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.

Security. Flexibility. Customizable.

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.

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.

Way to manage our documents in Accounting and Purchasing

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.

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.

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.

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.

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

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.

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.

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.

Since the company decided to go paperless, this tool has been implemented and made our daily work within AP very convenient. It connects purchasing department and finance department easily without necessity to investigate from one another. There is a clear connection between suppliers-purchase orders-deliveries-invoices-final payment. Everyone has clear overview about current situation on each account. The integration with our existing processes went smoothly as it was needed a lot.

The only con which I experienced was that sometimes when long email discussion needs to be uploaded into system as an attachment, it takes few minutes. But this happens only occasionally, so we can live with it.

Like I mentioned before, I would say Docuphase allows me to keep up with my priorities because I'm able to see what document is currently being reviewed or approved. It makes me productive and efficient with my work.

So far I would say that the most beneficial feature from Docuphase would be the workflow tasks configuration. This allows me and my team to stay on top of our work but also allows us to review our work one last time before officially sending it over for approval.

If I'm being honest, I don't think there is a specific feature I did not like. The only suggestion I would make is to provide a basic tutorial for new users to see how to operate or navigate the basic stuff within Docuphase.

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.

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.

DocuPhase offers an easy-to-use UI with a great intuitive design, ensuring a user-friendly experience. It excels as a solution for document workflow management, providing efficient automation and organization. With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results.

One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration. Performance-wise, it can be sluggish when loading large documents, taking several minutes to complete.

Treeno supports the way the world is today where everything is supposed to be at your fingertips. Everyone is used that at home and they want the same thing at work. We have done Phase One and will be rolling it out to the rest of the company. Other departments are seeing the advantages and want to participate. It is a seamless environment. I would buy Treeno again.

With the other products we reviewed the technology seemed overwhelming. Treeno was different. It is easy to understand and use. Treeno is saving our accounting department hours of time that we used to spend searching for documents. Treeno workflow has cut our invoice approval process time in half. We have significantly reduced the numbers of copies printed. Treeno's professional services and customer support has been excellent.

We need to break the habit of getting up and going to the filing cabinet to search for documents.

Excellent overall rating.

Administration is very easy to use and configure. Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

Document notifications can be improved. Using docuphase over vpn is slow.

Saving money and time.

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,