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.

Sometimes, it can be  very difficult to figure out how to do something.

I don't like how hard it is to organize files, and it is annoying that it autorides saving of every file.

I love that I can save e-mails directly from outlook into Worldox. I also like that I can create multiple matters in file.

My overall experience has been a resoundingly positive one, and I would recommend Worldox over ATO or any other document storage software to law firms seeking a better platform worth the investment.

The software is unstable. We have been experiencing frequent crashes, inability to save documents, and the inability to attach to an email.

My favorite aspect / feature of Worldox is the built-in features you can add to other programs, such as Microsoft Word.

I love the easy file storage system and document identification feature. I like how the favorite file features is set up and the easy it is to copy and move files.

How easy it is to use and how much time it saves. It's a great software for people who have to use templates or form letters.

I think its pretty awesome. Very easy to use and great for a law firm and what we need to accomplish.

I enjoy the ease of pulling up any document I need and working on it and then putting it back and others can see my changes immediately.

Sometimes it crashes or updates the files at the end of the delay causing interruptions in your work.

I've been using it for over a year now on a daily basis and still do not know all of the functionalities. There seem to be several different ways to access the same thing, which can be confusing.

Further - there is no uninstall protocol, years after cancelling and terminating and removing from your network, you will still have Worldox linked to your system.

Worldox is a robust DMS system that allows easy tracking and moving of documents.

The ease of use, the integration into other software we use.

I think Worldox is fantastic software. It allows everyone to work cohesively as a team.

System is a bit complicated to administer but they have a fantastic help desk that is usually very quick to respond and is able to fix the issues on the first call, more times than not.

Worldox is tremendously easy to use for its intended purpose. It is intuitive and flexible.

This is an easy to use product and helps organize all of our company's files. It makes file management easy as you can search for documents within the software.

It keeps each case separate and allows for the differentiation of matters to also be distinguished among client files. Another feature I love is the Project option within a client matter.

It has also done a great job of continuing to provide timely updates that enhance the user experience.

Not many issues we found. Seemed to integrate well with few problems and employees caught on quickly.

It can be a bit confusing when you first begin. It's not a jump in type of program.

I really like that Worldox is so easy to install and use, and it allows for people to create great websites.

I love the way Worldox integrates with our file system and software to make document management more logical. I'm particularly fond of the file versioning features which are truly invaluable.

The indexer gets stuck on a regular basis and we have to have IT reset it.

Great options for filing and fantastic tech support.

The indexer isn't always perfect and sometimes will crash without warning causing search issues, however simply restarting it makes it work.

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

Worldox is a document management solution that enables enterprises to access, organize and share documents across multiple devices. Professionals can utilize the search functionality to retrieve relevant information using various user-defined categories and share files with staff members through secure links.


Worldox allows organizations to collaborate on shared documents with clients and configure user's access permissions to print or share data using Digital Rights Management (DRM) tools. It lets managers secure outbound content by automatically removing sensitive comments or metadata and audit team members' activities to ensure compliance. Additionally, administrators can create tasks by adding due dates or assignee names and remind users about upcoming deadlines via email.


Worldox provides mobile applications for iOS devices, which helps users access workspaces and preview, download or edit documents, even from remote locations. Pricing is available on request and support is extended via email, phone, documentation and other online measures.



DocuPhase vs WORLDOX GX

User Ratings & Reviews

Pricing

Product Demo & Screenshots

Advisor Recommendations & User Awards

Additional Info

Support and Training

Popular Comparisons