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

April 2018

Eri from Bupa Global

Verified Reviewer

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

3.0

Functionality

4.0

April 2018

Great software with great opportunities for evolved document management

Versatile workflows, easy UI with great intuitive design

Pros

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

Cons

We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading

Response from Docuphase

Replied April 2018

Hi Eri, Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there. Thanks, Mike Morris Customer Success Manager

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

March 2018

Harsha from Partnership HealthPlan of California

Verified Reviewer

Company Size: 501-1,000 employees

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

5.0

Value for money

4.0

Customer support

5.0

Functionality

5.0

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.

Response from iDatix

Replied April 2018

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

March 2018

Anonymous

Verified Reviewer

Company Size: 11-50 employees

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

4.0

Functionality

4.0

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.

Response from iDatix

Replied April 2018

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