Security. Flexibility. Customizable.

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.

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.

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.

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.

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.

Overall use is good and satisfactory.

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

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

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.

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.

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.

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.

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.

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

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

It wouldn’t capture everything correctly

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.

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.

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.

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.

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!

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.

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.

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.

Way to manage our documents in Accounting and Purchasing

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.

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.

I like that it is a web based application with easy for control for user access. I also like the import mapper tool for easy and bulk entry into docuphase.

If you wanted to setup a DR site with a server with docuphase already configured. If the primary server goes down you can instruct your users to the DR site docuphase and have no loss of work or time. Currently to have this setup docuphase will charge you for both as if it was another full suite. I disagree with this and licensing/price around this. It was to costly for us to buy a DR license on top of the primary, it would be really nice to have. It would be nice for docuphase to go easy on the price if a company wanted to have a DR docuphase server.

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

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.

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.

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

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

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

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.

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.

Very professional and helpful

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!

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

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

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.

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

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.

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

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.

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.

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.

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

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

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

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

I have not had any negative experiences thus far.

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.

The support tends to be inconsistent based on who with the company is providing it. This may be remedied now, but was an issue previously during some implementations.

Very useful for file sharing and tracking as the office works on documents

It has a variety of features that makes it much more than a file storage system. You can view what people change

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

Implemented a variance process and adheres to the approval process. Allows the vendors to automatically submit their invoices. Saved us on time and postage mailing/process invoices manually.

I like the process saves from filing invoice and filing space. Allows the plants to follow their invoices through the process. Allows the vendors to submit their own (better quality) invoices for quicker and smoother processing.

The search and web base experience is cumbersome and sometimes difficult to work with. We are not able to see who is currently working on the invoice and whose queue in the invoice is in currently. We can look at some things in the invoices .

Speedier processing of AP invoices

Everything is electronic with audit trails. Long term document storage is electronic. Eliminated the need for physically mailing and storing paper documents.

Implementation took longer than expected. Once live, we ended up with a solid solution to our business need.

We use this as an electronic filing cabinet to store all documents from applicants and trainees

That all documents scanned for an applicant were all in one place. They also neatly held in the space just like a filing cabinet

What ai liked the least about thus software is the fact that it logs you off in less than five minutes