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 functionalities. The accounting solution features automated invoice capture, which allows users to record all the customer invoices and supporting documents in a single database. These documents can be searched and accessed while performing audits and checks. Approval management allows users to forward their invoicing requests to a list of employees for approval. Once approved, the invoices can be printed or forwarded to payment processing systems.
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Analytics -
Work queue -
Analytics -
Work item -
Document management -
Form
Sistemas operativos compatibles:
Mac OS, Navegador web (independiente de SO), Windows 10
39 reseñas sobre DocuPhase
Everette B.
29/3/2018
29/3/2018
Have been using for at least 10 years and it is a very valuable tool for our office
Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
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Asistencia
Puntos a favor
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.
Puntos en contra
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.
RespuestaiDatix 2/4/2018
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
Harsha V. Especialidad: Seguros Número de empleados: 501-1000 empleados
29/3/2018
29/3/2018
Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly recommend!
Facilidad de uso
Facilidad de uso
Funcionalidad
Funcionalidad
Relación calidad-precio
Valor
Asistencia
Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports
Puntos a favor
+ 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.
Puntos en contra
-> 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.
RespuestaiDatix 2/4/2018
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
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