DocuPhase software


39 reviews(4.5/5)
39 reviews(4.5/5)

The DocuPhase Enterprise Automation Platform delivers document management, workflow automation, and OCR capture tools. The DocuPhase solution is designed for companies of all sizes. It is available in both cloud-based and on-premise deployment options.

DocuPhase features self-service analytics that allows users to create customized reports based on executive, operational, and performance data. The DocuPhase team provides its customers with access to information and addresses issues with approval processes, high transaction volumes, and compliance.

The DocuPhase solution can be applied to most departments within an organization. Accounting Automation offerings include project accounting, expense management, work order management, payroll, and billing functionalities. The accounting solution features automated invoice capture, which allows users to record all the customer invoices and supporting documents in a single database. These documents can be searched and accessed while performing audits and checks. Approval management allows users to forward their invoicing requests to a list of employees for approval. Once approved, the invoices can be printed or forwarded to payment processing systems.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

39 Reviews of DocuPhase

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  • Tina from Forsyth County Sherriff's Office

    July 2018

    I use DocuPhase daily to view scanned documents

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    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.

    Cons

    The least I like about DocuPhase is the lack of being able to do random searches of each application for quality assurance.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Billy from iAutomation

    May 2018

    Product works very well

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    Very stable, and easy user interface like being able to do query's for information and love the global search.

    Cons

    Need better support for different versions of browsers and also liked the name iSynergy for the actual product better than Docuphase.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    June 2018

    Hey Billy, Thanks so much for the kind words. I think that as you move to versions 6.2+, you'll find that our browser support will really go a long way toward alleviating some of your frustrations there. You can use Chrome, Firefox, IE, etc... to achieve what you're after. Thanks, Mike Morris Customer Success Manager - DocuPhase

  • Dian from Avatar Systems, Inc

    Number of employees: 11-50 employees

    May 2018

    great product, has a lot of functionality.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 11-50 employees

    April 2018

    Docuphase delivers the most Document Management and ECM bang for the buck!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    We got great Document Management, to a really advanced degree, super Electronic Forms tools and an automation workflow toolset that allows us to do much more with less, far better than other document management tools we've tested.

    Pros

    Docuphase is almost a 100% perfect product, missing maybe 2 feature evolutions out of all that the industry has to offer. To be this close to perfect is saying something!

    Cons

    Needs better support for Kofax VRS scanners, and could use 1-2 other upgrade enhancements. This software doesn't miss much, and should rule the Document Management arena.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Thank you so much! We always appreciate hearing about your great experiences!

  • Verified Reviewer

    April 2018

    Decent human workflow process, usable with minimal technical knowledge

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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 customersuccess@docuphase.com to discuss. Thanks, Mike Morris Customer Success Manager

  • Russ from MDR

    April 2018

    I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Kris from Ovation Fertility

    Number of employees: 51-200 employees

    April 2018

    We've been using the system for six months and so far our experience has been great.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    I really like the automation of the system and the workflows. I have seen a reduction in data entry errors and has been a great time saver in chasing down approvals.

    Cons

    For me, there are only two cons with the system: (1) occasionally it'll get really slow and may take longer to generate the form. Support has been great at resolving with it does happen. (2) I'm on the West Coast and Support is on the East Coast, so if it's late in the day, there may be a delay in response.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hey Kris, You and the rest of the Ovation team have been such a pleasure to work with. We really can't thank you enough for your support and partnership. I totally understand your concern about support time overlap, and we're working to take some steps toward better offerings in that direction, so stay tuned! Thanks, Mike Morris Customer Success Manager

  • Marci from The Arc Tampa Bay Foundation

    Number of employees: 2-10 employees

    April 2018

    Installation and staff were pleasant to work with and very professional.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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

  • Pam from Osceola County Property Appraiser

    April 2018

    Once the software is set up for your needs, it is very easy for the end user to use.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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

  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    April 2018

    Overall Success

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    The ability to track projects and tasks through this software has helped with visibility and streamlining of the end users' time, allowing them to be more productive as a whole.

    Pros

    This product has proven to be very adaptable for our vast business needs. The in-depth ability to track within the workflows and documents is also an attractive feature.

    Cons

    Load times can sometimes cause issues, in addition to hang-ups, where certain services must be restarted.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hello, Thanks so much for the review. We really appreciate the list of Pros that you've stated, and that you feel your implementation has been successful. I'd be curious to follow up with you regarding some of the service issues and load times, and will attempt to follow up accordingly. Thanks, Mike Morris Customer Success Manager

  • Verified Reviewer

    Number of employees: 501-1,000 employees

    April 2018

    Great product

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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,

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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

  • Christy from Kablelink Communications

    April 2018

    Great software that is easy to use, easy to customize and comes with a great support team.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Consistency and compliance- by using this software we have taken control of our workflows, processes, policies and procedures. We've improved efficiency, reduced workloads and reduced expenses of creating, storing and filing paper files and documents.

    Pros

    I love how easy it is to make changes to a process and how easy it is to work with the software. We have greatly reduced the amount of emails, but using DocuPhase has allowed us to take control over our processes and promote consistency throughout multiple offices, as well as allowing us to see the areas where we struggle.

    Cons

    I don't have any complaints about the software. We have found a few little "glitches", but DocuPhase has always addressed them and either resolved the issue or have escalated to development services. My only complaint would be that I don't even know all of the capabilities, there's so much it can do and we've only scratched the surface.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hey Christy, Thanks so much for the kind words. We've loved working with you, and are thrilled that you've continued to deepen your knowledge of the software. We appreciate you and the rest of the Kablelink team! Mike Morris Customer Success Manager

  • Patricia from Walsh Petroleum Inc

    Number of employees: 11-50 employees

    April 2018

    Docuphase is user friendly. It's fairly easy to learn the system.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    This software makes data entry more streamlined and efficient. It saves time and makes data available to all users in our organization from town to field. The retention of this data is essential to record-keeping in our company.

    Pros

    It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.

    Cons

    The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hi Patricia, Thank you for reaching out. I think that there are some things that we could do to help regarding the cons you've listed, and I'd also like to hear more regarding your feedback on support. We take concerns there very seriously and want to ensure you feel well taken care of. Let's get together for a chat here soon! Thanks, Mike Morris Customer Success Manager

  • Chad from Monument Chemical

    Number of employees: 501-1,000 employees

    April 2018

    Docuphase is a solid workflow system for routing, approving, and paying AP invoices.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Speedier processing of AP invoices

    Pros

    Everything is electronic with audit trails. Long term document storage is electronic. Eliminated the need for physically mailing and storing paper documents.

    Cons

    Implementation took longer than expected. Once live, we ended up with a solid solution to our business need.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hey Chad, Thanks so much for the review, and for the kind words. Monument has been a great partner, and we're looking forward to a long relationship between our organizations. Thanks, Mike Morris Customer Success Manager

  • Eri from Bupa Global

    Number of employees: 1,001-5,000 employees

    April 2018

    Great software with great opportunities for evolved document management

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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

  • Jerome from Teladoc, Inc.

    Number of employees: 1,001-5,000 employees

    April 2018

    Easy user adaptation, system could run a little faster though. Too much lag time sometimes

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    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

  • Arthur from Aidacare Pty Ltd

    Number of employees: 201-500 employees

    March 2018

    The team at Docuphase are able to solve every idea I have and the software is a massive time saver.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Our volume doubled since we chose Docuphase yet we have not needed to hire any additional staff yet. Staff have become accountable for their errors and we have been able to implement changes to our workflow to prevent any mistakes intentional or not.

    Pros

    The flexibility of the forms along with the workflow make it great for getting proper approvals for your processes but also automating the actual task linked to the form.

    Cons

    Probably the only thing I don't like is that I normal users don't see the progress of items they have processed once they have gone on to the next person without checking the actual document. Again docuphase have ways of showing this both by just giving more access or via a custom form.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: Docuphase, DocuPhase

    April 2018

    Hey Arthur, We really appreciate the kind words in your review, as well as your partnership. It's been such a pleasure to work with you and the rest of the Aidacare team. Thanks, Mike Morris Customer Success Manager @ DocuPhase

  • Charmon from Sarasota County Sheriff's Office

    March 2018

    Love the availability to look up documents.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: iDatix, DocuPhase

    April 2018

    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

  • Verified Reviewer

    Number of employees: 1,001-5,000 employees

    March 2018

    Always a positive experience when speaking w/ support. AD synch needs to be better & more reliable.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: iDatix, DocuPhase

    April 2018

    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 customersuccess@docuphase.com 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

  • Verified Reviewer

    Number of employees: 11-50 employees

    March 2018

    Fairly powerful, easy to organize files but difficult to set up and high learning curve

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra

    Response: iDatix, DocuPhase

    April 2018

    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. customersuccess@docuphase.com Thanks, Mike Morris Customer Success Manager @ DocuPhase

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