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 f...


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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

47 Reviews of DocuPhase

Average User Ratings

Overall

4.40 / 5 stars

Ease-of-use

4.5

Value for money

4.0

Customer support

4.5

Functionality

4.5

Ratings Snapshot

5 stars

(25)

25

4 stars

(17)

17

3 stars

(4)

4

2 stars

(1)

1

1 stars

(0)

0

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 47 results

March 2018

Arthur from Aidacare Pty Ltd

Verified Reviewer

Company Size: 201-500 employees

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

March 2018

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

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.

Response from Docuphase

Replied 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

August 2020

Christy from Kablelink Communications

Company Size: 51-200 employees

Industry: Telecommunications

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons 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.

Response from Docuphase

Replied August 2020

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

March 2018

Aaron from Harrimans Inc

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

1.0

Functionality

3.0

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

Replied April 2018

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

July 2020

Larry from Ace Industrial Supply, Inc

Company Size: 201-500 employees

Industry: Business Supplies and Equipment

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Reasons for Choosing DocuPhase

yes

March 2018

Everette from Babb and Associates

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

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.

Response from iDatix

Replied April 2018

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