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DocFinity

Document and business process management software

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DocFinity Pricing, Features, Reviews and Alternatives

DocFinity product 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.

Key benefits of using DocFinity

● DocFinity is an enterprise content and business process management software that can either be installed on-premises or hosted in the cloud.

● The software offers core features including document indexing, search functionality, data import/export, version controls and scanning papers documents to convert them to digital files.

● Through various add-on modules, the product delivers capabilities in business process management, workflow management, dashboards, forms management and records management.

● DocFinity is flexible & scalable and enables organizations to meet business objectives such as compliance, integration of business units, process automation, and operational efficiency.

● The product can be used by businesses of all sizes in a variety of industries including healthcare, legal, insurance, financial services, education, publishing, hospitality, manufacturing, utilities, and government.

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

Videos
Live Online
In Person
Webinars

DocFinity features

Functionality

4.0

/5

1
Total Features33 4 categories

Most valued features by users

Collaboration Tools
Access Controls/Permissions
Document Management
Search/Filter
Third Party Integrations
File Sharing
API
Document Storage

Functionality contenders

DocFinity users reviews

Overall rating

5.0

/5

1

Positive reviews

100%

Write a review
Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10
Rating distribution

5

4

3

2

1

1

0

0

0

0

Overall rating contenders

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

Document workflow processing made easy

Reviewed 2 years ago

When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus.

Pros

Eliminates waste by replacing manual paper processing. Digitized document administration makes the workload more accountable and traceable.

Cons

Some of the more complex workflows, took up more overhead than we imagined with constant monitoring and a crack technical staff.

DocFinity FAQs and common questions

DocFinity has the following typical customers:
Freelancers, Large Enterprises, Mid Size Business, Small Business


DocFinity supports the following languages:
English


Yes, DocFinity has an API available for use.


DocFinity integrates with the following applications:
SharePoint, Microsoft 365


DocFinity offers the following support options:
FAQs/Forum, Email/Help Desk, Phone Support, Knowledge Base, 24/7 (Live rep)

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