Optix Features

Optix

Document management and workflow orchestration solution

5.0/5 (6 reviews)

Optix Feature Summary

  • Access Controls/Permissions
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Capture
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Sharing
  • File Type Conversion
  • Optical Character Recognition
  • Scanning & Imaging

Competitor Feature Comparison

API
Access Control
Activity Dashboard
Automatic Notifications
Collaboration Tools
Configurable Workflow
Customizable Reporting
Data Capture and Transfer
Deadline Management
Document Storage
Drag & Drop Interface
Email Distribution
Email Tracking
Fax Management
Full Text Search
Graphical Workflow Editor
Indexing
PDF Conversion
Permission Management
Progress Tracking
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Search Functionality
Task Management
To-Do List
Version Control
Web Forms
Workflow Management
Learn moreCompare App
API
Access Control
Activity Dashboard
Automatic Notifications
Collaboration Tools
Configurable Workflow
Customizable Reporting
Data Capture and Transfer
Deadline Management
Document Storage
Drag & Drop Interface
Email Distribution
Email Tracking
Fax Management
Full Text Search
Graphical Workflow Editor
Indexing
PDF Conversion
Permission Management
Progress Tracking
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Search Functionality
Task Management
To-Do List
Version Control
Web Forms
Workflow Management
Visit WebsiteCompare App
API
Access Control
Activity Dashboard
Automatic Notifications
Collaboration Tools
Configurable Workflow
Customizable Reporting
Data Capture and Transfer
Deadline Management
Document Storage
Drag & Drop Interface
Email Distribution
Email Tracking
Fax Management
Full Text Search
Graphical Workflow Editor
Indexing
PDF Conversion
Permission Management
Progress Tracking
Reporting & Statistics
Role-Based Permissions
Rules-Based Workflow
Search Functionality
Task Management
To-Do List
Version Control
Web Forms
Workflow Management
Visit WebsiteCompare App

Optix Feature Reviews

6 reviewers had the following to say about Optix's features:

Tiffany Terry

Great product and an absolutely amazing team to work with!

2019-04-04

Through implementation of Optix we now have full visibility into our pipelines along with easy in-depth reporting. The customer service team is also wonderful to work with, consistently going above and beyond with any requests we submit to them.

Pros

The workflows we have implemented using Optix have vastly improved our productivity and processes.

Cons

None so far. The Optix team is highly skilled at helping to figure out custom solutions whenever needed.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Konrad Spicer

Optix Partnership

2020-05-21

The Optix solution has been a stable fixture in our AP department for 7 years now. The solution has continued to improve our efficiencies at processing invoices and has allowed us to defer adding headcount as the AP function workload grows with our business. Optix is considered a mission critical business solution for our company AP processing work.

Pros

We purchased it for document imaging and complex OCR tasks for our AP processing, but it includes a full document management system as well as a modular workflow engine.

Cons

We made the Optix decision after a very exhaustive search for an affordable OCR imaging solution.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Kathryn Z

Great Product and Exceptional Service

2020-03-25

Optix is a great system to store and organize agreements, as well as document important aspects of the agreement.

Pros

Optix is an extremely user friendly system that allows you to create forms for tracking specific contract information and provides quick retrieval of needed documents.

Cons

I have encountered very few issues for the almost 15 years that I have been using Optix. Any issues encountered have been quickly resolved.

Rating breakdown

Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Patrick Casillo

Outstanding product and customer service

2019-04-24

outstanding

Pros

We use it daily to scan index and distribute documents through the workflow for review and audit of completed maintenance documents

Cons

I do not have any cons I'm completely satisfied with the product and the customer service provided

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Natalie Cevasco

Great product and Terrific Service!

2019-04-08

With budget cuts and losing staff, we needed to streamline our system for time and cost savings. Optix software was able to do this for us, with the help of their staff and thinking outside the box.

Pros

It's functionality and integration with our SIS.

Cons

Not really a negative, but has way more functionality than we need or utilize.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Joe Vigil

Great Product and Company

2019-12-04

We're using the Optix product to store and retrieve material and other certifications that are used in product manufacturing. It used to take us an average of 3 hours to manually dig up the paperwork required for customer certification. By utilizing the Optix product, that process is down to 3 minutes. This is a real time-saver for us.

Pros

This software requires no ongoing maintenance. We just set it up and let it run itself. We don't have to think about it.

Cons

The workflow product is a bit cumbersome (but their tech support is very helpful).

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more