The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly.

I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast.

Easy to maintain, excellent support and cost efficient.

Product documentation storage works well along with the revision functions. Support for software is on point with a very friendly support staff.

The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn.

Can be used to automate and store documents for any process, department or team and has outstanding integration capability.

DocuPhase is a good software to use for processes, mainly accounting and purchasing.

Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

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.

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.

Wait is too long for iDatix customer support, bad for keeping day to day business afloat.

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

Administration is very easy to use and configure.

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

The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it.

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.

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

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.

The ease of filing documents is impressive. Workflow tools are versatile and intuitive.

I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with.

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

I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams.

Seems like there are some bugs within DX...we get error messages from time to time, and sometimes DX freezes up on us where we have to end the task and restart it.

Awesome team and complete product - great experience from when we started our research to when we became a client - through to our quarterly checking and support.

Its nice with multi-companies, to have one place to retrieve documents. The support is amazing, you can call and talk to a person, and that same person can help you.

I've nothing but a great experience with this software. The tech support has been very responsive and attentive to my requests.

I and my staff have it open whenever we are working. The ability to annotate and move documents from user to user and then to files is very important to us.

The program is easy to use / storage and when looking up documents in different folders.

The most thing that I like about Docuxplorer is the ease of the software on the users. The management and the layout of the software isn't complicated at all.

Super great service, but we may not take enough of our time to explore completely the software and add better way of working.

Overall I think DX is a nice software. It is easy to use, we are able to use it with our accounting software, and the DX team is very friendly and helpful.

Some of the graphic document editing tools are difficult to use.

The service, easy to use and to teach to our employees.

I look back at purchasing Docuxplorer as one of the best investments we have ever made for the company.

The fact that you get unlimited users and all the features - made understanding pricing easy and we saw ROI quickly.

We have been with Docuxplorer for many years. This software and their customer service is great.

Searching documents, ease of filing quick response and pleasant support.

When capturing info from a scanned document, if the scan goes in crooked(which happens all the time), there are some problems scanning.

Using this product in the past, I always found it very powerful and easy to use. Tech support was great, and new features and revisions continued to improve an already great product.

The best thing of all is that I organize my files and documents in an instant, the good thing is that it also uses several languages and is easy to use, I recommend it.

Easy to use, works with any scanner, creates quality pdf documents without Acrobat.

Have been using this system since it started. I have tried others and have always returned due to the ease of use and easy integration into my work day.

We have been working with DocuXplorer to customize how the program works best for our company. The staff is great to work with and when we run into issues they are always on top of it.

Have enjoyed the ease of use DocuXplorer offers. Easy to manage and install while allowing us to be confident the solution is being backed up and protected.

The one thing ive always disliked about the software is that you cant export partial information to another computer, file by file, its an all or none deal.

Workflow inside docuxplorer is also very useful and there are other powerful integration features should you desire to take advantage of them.

US Dollar

Docuphase offers a comprehensive suite of intelligent financial solutions that create predictability, visibility, and efficiency. Our solutions include Document Management, Invoice and Data Capture, Forms & Workflow, AP Automation, and Vendor and Supplier Payments. All of which are designed to optimize and automate back-office operations allowing your HR and Finance teams to focus on more important tasks. 

AP Automation and Vendor Payments Solutions
Allow DocuPhase to automate how invoices are captured, coded, routed for approval, and paid. All while seamlessly syncing back to your ERP of choice. 

Document Management Solution
Transforms how finance teams handle crucial documentation such as contracts, invoices, receipts, financial statements, and purchase orders. DocuPhase can digitize paper-records, centralizing these documents into an easy to use repository and simplifying how data is stored and retrieved for enhanced security and compliance. 

Forms and Workflow Automation Solution
Automates the collection, routing, approval, and notification processes for things like expense approvals, time off requests, and employee onboarding. Ensure the right stakeholders are involved at each step of your process, however simple or complex, minimizing delays and bottlenecks. 

Whether you are looking to automate your entire invoice-to-pay process, or simplify how data is captured and stored; DocuPhase can meet you wherever you may be in your digital transformation journey. 

LongDescription

Commenting/Notes

Optical Character Recognition

Document Templates

Project Workflow

Electronic Payments

Invoice History

Barcode/Ticket Scanning

Payment Processing

Data Verification

Document Storage

Document Imaging

Access Controls/Permissions

Process Change Tracking

Templates

Workflow Configuration

Image Pre-processing

Electronic Signature

Approval Process Control

Data Extraction

Document Capture

Digital Asset Management

Aging Tracking

No-Code

Zone Selection Tool

Collaboration Tools

Data Capture and Transfer

File Recovery

Full Text Search

Recurring Payments

Template Management

Data Import/Export

Offline Access

Process Modeling & Designing

Process/Workflow Automation

File Conversion

Document Classification

Duplicate Payment Alert

Audit Trail

Version Control

Content Management

Electronic Funds Transfer

Information Governance

File Storage

Mobile Access

Compliance Management

ID Scanning

Vendor Management

PDF Conversion

Text Editing

1099 Preparation

Convert to PDF

Forms Management

Graphical Workflow Editor

ACH Payment Processing

Workflow Management

Email Management

File Sharing

Invoice Processing

Alerts/Notifications

Autofill

Fraud Detection

Time & Expense Tracking

Customizable Templates

Business Process Automation

Billing & Invoicing

Metadata Extraction

Document Review

Accounting Integration

Multiple Output Formats

Web Forms

Real Time Reporting

Compliance Tracking

Reporting/Analytics

PO Reconciliation

Batch Processing

Forms Creation & Design

Check Writing

Business Process Control

Drag & Drop

Archiving & Retention

Third-Party Integrations

Task Management

Document Management

Indexing

Document Generation

Search/Filter

Purchase Order Management

Status Tracking

Customizable Reports

General Ledger

Bank Reconciliation

Financial Analysis

Financial Management

Invoice Management

Cash Flow Management

Accounting

Configurable Workflow

Web browser (OS agnostic)

Windows 8

Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

51-200

201-500

501-1000

1000+

DocuPhase

In Person

Live Online

Webinars

Documentation

Videos

Save your team time and frustration while limiting risk and exposure by going paperless and automating redundant data entry tasks. Achieve your business process goals with expert guidance and intuitive, easy-to-use tools, so your team can work smarter with minimal effort. 

If your office spends more than an hour a day scanning, saving, searching, and sharing documents, you’re in the right place. Free up your storage rooms overrun with paper and automatically file and route documents for approval, all while encrypting and maintaining compliance with business and government regulations.

Eliminate the friction between your employees, clients, vendors, and auditors and focus on productive relationships and profitable business.

File Management

Deadline Management

Data Retention Management

Document Check-In/Out

Data Storage Management

Activity Tracking

HIPAA Compliant

Storage Management

Digital Signature

Contract/License Management

Active Directory Integration

SSL Security

Single Sign On

Web Archiving

Rules-Based Workflow

Projections

Disaster Recovery

Customizable Fields

Content Library

File Transfer

For Legal Professionals

Filtering

Role-Based Permissions

Client Portal

Activity Dashboard

Reporting & Statistics

Reminders

Multiple Data Sources

Multiple Format Support

Document Automation

Expense Tracking

Match & Merge

Data Recovery

Annual pricing is based on concurrent licenses with unlimited users. All features and updates are included with a subscription. Volume, term, government, and NGO discounts are available. 

DocuPhase vs DocuXplorer

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