DocuPhase Software

DocuPhase Software

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About DocuPhase

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 functional...

DocuPhase Pricing

Please contact DocuPhase directly for pricing details as pricing varies per your specific needs.

Starting price: 

$500.00 

Free trial: 

Not Available

Free version: 

Not Available

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Analytics

DocuPhase User Reviews

OVERALL RATING

SECONDARY RATINGS

Ease-of-use

4.5

Value for money

4

Customer support

4.5

Functionality

4.5

Showing 1 - 5 of 61 reviews

User Profile

Eri

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Insurance

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
3

Value for money

out of 5
3

Customer support

out of 5
4

Functionality

out of 5

April 2018

Great software with great opportunities for evolved document management

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

Replied April 2018

User Profile

Harsha

Verified reviewer

Company size: 501-1,000 employees

Industry: Insurance

Time used: Less than 12 months

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
5

Ease-of-use

out of 5
4

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

March 2018

Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly recommend!

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

Replied April 2018

Santino

Company size: 501-1,000 employees

Industry: Education Management

Time used: Less than 12 months

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
4

Functionality

out of 5

May 2022

DocuPhase Review

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.

Aaron

Time used: More than 2 years

Review Source: Capterra

This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
4

Ease-of-use

out of 5
4

Value for money

out of 5
1

Customer support

out of 5
3

Functionality

out of 5

March 2018

The program is very useful, but when there is a problem that I can't solve in-house, it's difficult.

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

Replied April 2018

Justin

Verified reviewer

Company size: 1,001-5,000 employees

Industry: Primary/Secondary Education

Time used: More than 2 years

Review Source: Capterra

This review was submitted organically. No incentive was offered
5

Ease-of-use

out of 5
5

Value for money

out of 5
5

Customer support

out of 5
5

Functionality

out of 5

July 2021

Amazing System - Transformed the way we do business!

The flexibilty within the system makes this software a best in class solution! We continue to develop forms to automate workflow approvals, and the best part is when a web form is created and approved via the worflow process the data is archieved automatically.

Pros

The ability to customize this product to our needs. From soup to nuts this system can provide a solution to automate, authorize and archive every document you can imagine. It is very rare that you find a document management software that not only meets the needs for compliance in archiving documents but also provides workflow managment and digital signature. All of the features this systems offers makes it a true system solution.

Cons

I am not sure I have a one. The software exceeds my expectations.

Reasons for switching to DocuPhase

Looking for a better solution.

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