DocuPhase Reviews

DocuPhase offers an easy-to-use UI with a great intuitive design, ensuring a user-friendly experience. It excels as a solution for document workflow management, providing efficient automation and organization. With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results.

One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration. Performance-wise, it can be sluggish when loading large documents, taking several minutes to complete.

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

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 .

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.

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. Their support will work around your schedule. If you don't have staff or resources to create the online form Docuphase is the best choice.

This is a difficult question for me because I have no experience with it or software of this type.

I love the customization search features. It allows me to search at a more granular level. Excited to see how advanced this product becomes after a couple more advances and iterations.

The processing speed is my only con to this software. However, the speed could be an issue on my network side so, its safe to say that I don't have any cons.

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.

It is very easy to use. It is clear that it was developed to be used not by developers or even remotely technical individuals. The product is very well thought out and is able to solve a lot of business requirements.

Due to the fact that it is quite a specialized product, it isn't flexible enough. A lot of business logic and requirements needs to be done by professional services. Once pro services are in play, the ease of use and value of money quickly lessens.

The company now uses less paper. We are saving money and time.
Easy to learn and understand. The support.

There is learning curve but easy to learn and understand. We have to implement change in the organization,

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.

This product is very easy to navigate and use. There are so many things that you can do, such as: add notes, create zip file, PDF. Edit , upload files. You can set up your files however it fits your needs. And if you need help, customer service is awesome and responds usually the same day.

I am not sure there is a way, but it would be nice if you see you have files you no longer need that you can just delete them and have it free space without having to call and pay for more.

This software has streamlined our processes and the customer service of DocuPhase is excellent

Sometimes Slow and causes disruption in our productivity

This software is very easy to use and maintain.

There is nothing I do not like about this software.

I like the ease of use and the storage capacity

The roll out of the new system was not very friendly! Kudos to Gil and team members for helping make the transition easier.

The platform is easy to set-up and maintain. 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.

DocuPhase's capture software Ancora has a few bugs that need to be worked out to increase reliability.

The solution design of the EDM software combined with the OCR solution enabled our company to move to a paperless and more efficient way to process and store critical documents such as invoices. The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

As with any new software implemented in a business, user training can be a challenge. Since the solution was implemented, there have been more documentation of processes and self-help guides.

This is a wonderful document management application. Our company were still using the older out dated ScanDox , iSynergy and server. Now that we've Windows Servers and SQL, and workstations we upgraded Docuphase. Great improvements in both applications, especially iSynergy. There is no longer the need for plugins, the interface is sleeker and much faster. Document searches are much faster. The customer service for the upgrade and support was incredible. That is the norm for this company. The upgrade and roll out was well planned and coordinated.

Not the cheapest solution, but most the costs were because we were so behind the curve with their upgrades as well as our servers and databases.

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.

Very flexible software with good document management centered features.

DocuPhase makes it easy to collaborate with colleagues on documents.

The software continues to grow into a better productivity tool and future updates should see this trend continue.

At times the iLink feature has proven to be problematic when it is being used.

Very stable, and easy user interface like being able to do query's for information and love the global search.

Need better support for different versions of browsers and also liked the name iSynergy for the actual product better than Docuphase.

I like how easy it is to pull documents from our accounts receivable cabinet. I also found the document management training at DocuPhase to be very beneficial. It will be great to see the finished product of the online training and library.

I do not like how we have to use three external softwares to integregrate and process payments within DocuPhase. If one software is down, then the whole check process is at a standstill until the software is fixed. It also requires you to have knowledge about all of the different systems so that you can find workarounds but if you do not work in the system often, then it is difficult to find the workarounds yourself. Furthermore, I find that the software has had issues with compatibility with our virtual environment, which has disrupted the flow of our processes.

Docuphase can be configured to meet most business needs. There are features for importing and exporting documents, character recognition, and capturing data on forms. The work flow process is extensive and user configurable. Docuphase is web based so that the images and index values can be accessed from anywhere.

Installation and update procedures are overly complicated needing an IT professional to implemement. Changing the sort order of the search results is cumbersome and is not intuitive. Support requests are not always answered in a timely manner and it takes too long to escalate a call to advanced support. When editing indexes in Docuphase only user defined lists are available for lookups.

Easy to save files, can set up folders however we want.

Load time for large files can take a little while.

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