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DocFinity Logo

Document and business process management software

Table of Contents

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DocFinity - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: March 2026

DocFinity overview

What is DocFinity?

DocFinity is an enterprise content management software that helps organizations to manage documents, records, forms and workflow options. The software also offers business process management features and can either be deployed on-premises or be hosted in the cloud.

DocFinity offers a variety of features including document indexing, scanning paper documents to digital files, importing multiple file types, search functionality, document viewing and annotation capabilities. The software supports versioning of documents and can print multiple stored documents without the need to open them. In addition to its core functionalities, DocFinity offers many add-on modules that help to expand and enhance the product’s capabilities. Additional features offered include visual dashboards, eForms, records management, hierarchical storage management and automated compliance management. The software supports audit trails and integrates with third party applications such as SharePoint, Oracle applications, SAP and Microsoft Office. Docfinity BPM software helps to connect disparate software systems, automate workflow reporting and monitor job inventories and output. It helps to model, automate, execute, control and measure all business processes and aids in better decision-making. DocFinity Intelligent Capture add-on helps to auto-classify large groups of documents, launch workflows & business processes and extract content from other sources.

The software can be accessed on desktops and mobile devices using browser-based apps and is targeted at companies in a wide range of industries including healthcare, insurance, manufacturing, publishing, pharmaceuticals, legal, education and government.

Starting price


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DocFinity’s user interface

Ease of use rating:

DocFinity reviews

Overall rating

5.0

/5

1

Positive reviews

100

%

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1.00/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

DocFinity's key features

Most critical features, based on insights from DocFinity users:

Access controls/permissions
Activity dashboard
Annotations
API
Archiving & retention
Audit trail
Business process control
Collaboration tools
Compliance management
Compliance tracking

All DocFinity features

Features rating:

Access controls/permissions
Activity dashboard
Annotations
API
Archiving & retention
Audit trail
Business process control
Collaboration tools
Compliance management
Compliance tracking
Content management
Customizable templates
Data import/export
Document automation
Document capture
Document classification
Document management
Document storage
Drag & drop
Electronic forms
File recovery
File sharing
Forms management
Full text search
Image editing
Indexing
Mobile access
Monitoring
Offline access
Optical character recognition
Process modeling & designing
Reporting/Analytics
Search/Filter
Third-Party integrations
Version control
Workflow management

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DocFinity integrations (2)

DocFinity support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

FAQs/Forum
Email/Help Desk
Phone Support
Knowledge Base
24/7 (Live rep)

Training options

In Person
Webinars
Videos
Live Online

DocFinity FAQs

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