All DocuPhase Reviews

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Anonymous

1,001-5,000 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

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

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.

Vendor Response

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

Replied April 2018

Christy

Telecommunications, 51-200 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

Training and support is invaluable

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.

Reason for choosing DocuPhase

We had made it all the way to signing with Fortis Blue, but I was very nervous about the programming. I knew that I was to be the admin and the one to do most of the process programming, so when they told me I would receive 8 hours of training I was a little skeptical. I kept wondering how I was going to learn all that I needed in 8 hours with no IT background. As I read some of the documents, there was continual mentioning of batch script importing and lots of coding. I knew there was no way that I would learn all of that in 8 hours, so we backed out and reviewed DocuPhase for the second time. We already knew the system was amazing and was basically a dream come true for everything we wanted to automate, but what really sold me was the training. DocuPhase offered two full weeks of training and they basically hold your hand through it, with the promise to be there for you after. I felt a lot more confident with the ability to learn the system, plus the way you implement changes was completely different. DocuPhase is much more user friendly and basically a drag and drop type change, as opposed to manually writing and implementing a script. Even after using DocuPhase for a few years I still review other products that I receive info on, but I've yet to see anything that compares and their support team is still there to hold my hand when I need it.

Vendor Response

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

Replied August 2020

Julie

Real Estate, 11-50 employees

Used daily for less than 2 years

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

OVERALL RATING:

3

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

3

FUNCTIONALITY

2

Reviewed July 2023

Review of Treeno/Docuphase

Overall use is good and satisfactory.

PROS

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

CONS

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

Reasons for switching to DocuPhase

Docstar was discontinuing their support for this product.

Everette

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Have been using for at least 10 years and it is a very valuable tool for our office

PROS

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.

CONS

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.

Vendor Response

Hi Everette, Thank you so much for the kind review, and for being a longtime customer. Regarding the cons, I'm going to reach out to schedule some time for us to talk further, as I think that we can help to take care of some of these issues. We offer a top-rated OCR program that we can deploy quickly and efficiently as well, so we may be able to help you save even more time there. I look forward to speaking with you soon, Michael Morris Customer Success Manager @ DocuPhase

Replied April 2018

Pam

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

3

Reviewed April 2018

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

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.

Vendor Response

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

Replied April 2018

Heather

Airlines/Aviation, 10,000+ employees

Used daily for 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.

OVERALL RATING:

3

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed June 2021

Potential

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

PROS

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

CONS

It wouldn’t capture everything correctly

Reasons for switching to DocuPhase

Windows 10 would not be able to access Fortis they were not updating their software

Kimberly

Transportation/Trucking/Railroad, 51-200 employees

Used daily for more than 2 years

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Treeno and Importer Tool

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.

PROS

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.

CONS

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.

Reason for choosing DocuPhase

We were able to have a full demo and our printer company was able to import Treeno into our current equipment. The program was based on the web so we did not have to house all that data here and really easy to use. Price was great and they evolve the program as the computer world changes.

Marci

Non-Profit Organization Management, 2-10 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed April 2018

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

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.

Vendor Response

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

Replied April 2018

Anonymous

11-50 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed March 2018

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

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.

Vendor Response

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

Replied April 2018

Tim

Verified reviewer

501-1,000 employees

Used daily for less 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.

OVERALL RATING:

4

EASE OF USE

3

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

Young company making big strides

Way to manage our documents in Accounting and Purchasing

PROS

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.

CONS

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.

Vendor Response

Hi Tim, Thank you for the kind words, and for taking the time to leave a review. Electro-Mechanical has been a great partner, and we appreciate your business. If there's anything at all we can do for you, never hesitate to reach out. Thanks, Mike Morris Customer Success Manager @ DocuPhase

Replied April 2018

Joseph

Real Estate, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed May 2021

DocuPhase Software

The overall experience has been very good. DocuPhase support team is excellent when issues arise.

PROS

The platform is easy to set-up and maintain. Security can be built at the user or group level. The email approval functionality is very useful for employees that are constantly on the go.

CONS

DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.

Larry

Business Supplies and Equipment, 201-500 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed July 2020

Long time customer

From the beginning my experiences has been nothing but positive, the program itself is extremely robust and needs little maintenance.

PROS

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast. I also like that any super user can expand the program to accommodate an entire company with all the levels of security that one could ask for.

CONS

I do not like the the programmers keep changing how the "rubber stamps" work from version to version. some versions can be assigned to users and the latest version has no assigning. this leads to a sloppy workflow and cumbersome use.

Reason for choosing DocuPhase

yes

Keith

Accounting, 201-500 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

Excellent Document Management Software

It saves me time from having to look for a physical copy of an invoice.

PROS

We use Isynergy at work. It is a great software for reviewing documents and recovering old invoices whenever a question arises.

CONS

There are no shortfalls with the software that I have encountered. It retrieves documents quickly and accurately.

Vendor Response

Hi Keith, We really appreciate you taking the time to review our software. Your experience is key to us at DocuPhase, so if there's anything that we can do to make it even more enjoyable, please let me know. Thanks, Michael Morris CustomerSuccess@DocuPhase.com

Replied April 2018

Kris

Hospital & Health Care, 51-200 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2018

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

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.

Vendor Response

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

Replied April 2018

Rosanne

Education Management, 51-200 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Using DocuPhase/Treeno for file management

Very professional and helpful

PROS

We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great!

CONS

I wish there could be improvements on remote printer so you do not need to keep entering the file number when uploading multiple documents into one file

User Profile

Jeremy

Verified reviewer

Food & Beverages, 501-1,000 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2018

Help solve business challenges and support is excellent. Can automate nearly anything.

Helps scale business process, automate data-oriented tasks and is flexible enough to use anywhere in our organization.

PROS

Can be used to automate and store documents for any process, department or team and has outstanding integration capability. Highly expandable in regards to progression workflows and document storage containers.

CONS

Web form has limited ability to customize. It is functional, but could use a face lift and functionality overhaul.

Vendor Response

Hey Jeremy, Thanks for taking the time to get a review together for us! We appreciate the time, and are looking forward to the upcoming project with you. If there's anything you need in the meantime, please let us know. Thanks, Mike Morris Customer Success Manager @ DocuPhase

Replied April 2018

Andre

Business Supplies and Equipment, 51-200 employees

Used weekly for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed May 2018

Unparalleled functionality and seamless integration

PROS

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.

CONS

Honestly, not anything that I can think of. I would like to see expanded integration with Windows, Outlook, and the Microsoft Office suite.

Vendor Response

Andre, Thanks so much for the kind words! We value our partnership with your team, and appreciate your faith and confidence in our solutions! -Mike Morris Customer Success Manager @ DocuPhase

Replied July 2018

Vinny

Used free trial

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

Reviewed December 2010

Secure Flexible Document Management

Treeno is a powerful yet very affordable document management solution. The user interface is intuitive and easy to learn so there is very little training required. Treeno gives you three ways to deploy the system either in-house on your own server, Treeno Software as a Service hosted by Treeno or the Treeno Vault network appliance. We have chosen the Treeno SaaS because of the low IT overhead.

PROS

Treeno SaaS provides a secure centralized document repository for all our HR records, client, sales and marketing information. We need to have mulitple levels of secure user access. Assigning individual user and group permissions is very flexible and allows us to limit access down to a document level. There are over 19 different easy ways to import and index documents and files. This lets our employees choose which way is best for them. We use the Treeno secure publishing portal to share very large data files with our clients. Our clients get an email alerting them when the files are posted. They simply login to our secure portal to download the files.

CONS

We switched from the Treeno Content Server in-house version to the Treeno SaaS about 6 months ago. Our IT department has needed to adjust to having almost zero effort to maintain the system.

John

Automotive, 11-50 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Docuphase Review

PROS

Docuphase/Treeno have been totally reliable for document archiving and retrieval.

CONS

No Cons. Docuphase works as expected. Service is great and instant.

Roxanne

Non-Profit Organization Management, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed December 2022

Docuphase is a must have for office/remote hybrid workplaces

It is so much easier to access, organize and retain files than traditional paper files.

PROS

It can be accessed through a web browser from anywhere. I can access my files while at the office or remote.

CONS

I have not had any negative experiences thus far.

Kerry

Fund-Raising, 11-50 employees

Used daily for 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.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed August 2020

DocuPhase

N/A

PROS

Easy to use and customer service is great

CONS

I have no problems with this software at all

Alanna

Used daily for less than 6 months

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

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2018

It's been a smooth process with an accomplished team from Docuphase from Sales to Implementation.

We're able to take paper heavy processes and make them electronic. It's a huge efficiency boost and helps make our process more scalable.

PROS

It can easily accommodate our complex workflows including integration with our CRM. We'll be able to use this product throughout all areas of our organization.

CONS

This isn't really a con, but something to be aware of with any robust software. Since the system can handle complex and varied workflows, it takes time to configure and thoroughly test, but Docuphase is there to help every step of the way.

Vendor Response

Hey Alanna, It's been such a pleasure working with you and the rest of the team. We're thrilled to have you as a partner, and we really appreciate this review. Thanks, Olivia Sutton Customer Success Manager @ DocuPhase

Replied March 2020

Chad

Chemicals, 501-1,000 employees

Used weekly for 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.

OVERALL RATING:

4

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed April 2018

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

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.

Vendor Response

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

Replied April 2018

Almudena

Hospital & Health Care, 501-1,000 employees

Used daily for less than 12 months

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

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

4

FUNCTIONALITY

5

Reviewed February 2023

Todos los documentos de tu empresa siempre a mano desde cualquier sitio con DocuPhase

DocuPhase permitirá a tu empresa ahorrar tiempo y dinero en tareas cotidianas relaciones con las gestión documental permitiendo realizar otro tipo de tareas. Su integración con múltiples softwares empresariales facilita la comunicación entre distinto departamentos.Lo mejor de todo, está basado en la nube, por lo que tus documentos estarán siempre accesibles estés donde estés.

PROS

DocuPhase permite automatizar flujos de trabajo y procesos repetitivos, mejorando de manera notable la eficiencia y reduciendo el tiempo necesario para tareas del día a día. Se integra con multitud de ERP's, CRM's y gestores de correos lo que le da un plus de productividad muy importante facilitando la inter-relación entre distintos departamentos.Lo mejor de todo es que puedes acceder a todos tus documentos desde cualquier sitio al estar basada en la nube, lo que le da una gran versatilidad.

CONS

Es un software muy potente y con grande posibilidades que necesitan ser parametrizadas, por lo que el aprendizaje para un usuario novel puede ser complejo inicialmente.Como todo software empresarial, el coste del producto puede ser bastante elevado dependiendo del tamaño de la empresa donde se vaya a implementar. Además, aunque se integra con ERP's, CRM's, etc esta integración puede llegar a ser compleja siendo necesario ayuda de expertos.

User Profile

Harsha

Verified reviewer

Insurance, 501-1,000 employees

Used daily for 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.

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed 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.

Vendor Response

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

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