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DocuPhase

4.5
(81)

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Accounting Automation & Beyond.

(5)

DocuPhase Pricing, Features, Reviews and Alternatives

DocuPhase FAQs

Q. Who are the typical users of DocuPhase?

DocuPhase has the following typical customers:
Large Enterprises, Mid Size Business, Non Profit, Small Business

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Q. What languages does DocuPhase support?

DocuPhase supports the following languages:
English

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Q. Does DocuPhase offer an API?

No, DocuPhase does not have an API available.

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Q. What other apps does DocuPhase integrate with?

DocuPhase integrates with the following applications:
Microsoft Outlook, NetSuite, SAP Business One, Salesforce Sales Cloud, Sage 500

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Q. What level of support does DocuPhase offer?

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

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DocuPhase product overview

What is DocuPhase?

Automate processes within any department or team. Our flexible enterprise solution can be used to map out and automate everything from back-office accounting processes to customer-facing dashboards and portals. Improve your day-to-day work experience, lower costs, and get your tasks done faster.

Key benefits of using DocuPhase

Streamline and automate your accounting processes.
Bring together data, content & processes.
Apply digital transformation across your business.
Eliminate the burden of repetitive manual tasks,
Standardize your processes to create consistent workflows that improve accuracy and reduce time to completion.

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

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

Training options

Documentation
In Person
Webinars
Live Online
Videos

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DocuPhase features

Functionality

4.4

/5

81

Total features

113

9 categories

Most valued features by users

API
Reporting/Analytics
Third Party Integrations
Activity Dashboard
Data Import/Export
Reporting & Statistics
Real Time Data
Drag & Drop

DocuPhase users reviews

Overall Rating

4.5

/5

81

Positive reviews

Rating breakdown
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8.6/10
Rating distribution

5

4

3

2

1

48

25

7

1

0

Pros
The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions.
The experience with Treeno overall is highly satisfactory. The sales, engineering, and support staff are friendly, knowledgeable, and agile to fit the perfect EDM solution for all lines of business.
Can be used to automate and store documents for any process, department or team and has outstanding integration capability.
Cons
This is a difficult question for me because I have no experience with it or software of this type.
Some versions can be assigned to users and the latest version has no assigning. This leads to a sloppy workflow and cumbersome use.
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.
KJ
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Kimberly J.

Transportation/Trucking/Railroad, 51-200 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Treeno and Importer Tool

Reviewed 2 years ago

We have had a wonderful experience with Treeno. We highly recommend their products and have not been disappointed with anything. We love their staff and the way they work as a team. This saves us many hours of manual work that was done in the past.

Pros

It just works. They have a great customer service team that are really just a phone call away and answer their phones. Never experienced a time when problem was not solved within that day unless coding was need. They were able customize Treeno to fit our needs. It's fast and reliable.

Cons

My only area of confusion is the Admin Sign In. It would be helpful to have to have explanations of what functions are in each category. Right now I just click on each one until I find what I am looking for.

MW
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Marci W.

Nonprofit Organization Management, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Installation and staff were pleasant to work with and very professional.

Reviewed 5 years ago

We were able to store our donor, vendor and employee files electronically and get rid of all of the majority of our filing cabinets. This also helps with our annual audit in the fact that a file can be viewed online instead of digging through old files to locate requested items.

Pros

The program is easy to use once you have everything set up. I have many donor and vendor files stored in iSynergy and love the ease of use. I can locate stored files with just a few keystrokes!

Cons

I would like the ability to print certain/select pages of a document instead of having to print the entire document. My workaround is to save the file on the network drive and then select the particular pages I want to print. I am also not able to email my stored files for some reason.

Vendor response

Hi Marci, We really appreciate your kind words, and your long-term support as a customer. I do think that I might be able to give you a hand with some of the small issues that you've listed below, and will reach out to give you a few ideas for printing and emailing more effectively. Thanks, Mike Morris Customer Success Manager

RW
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Russ W.

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

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I find the DocuPhase application to be clunky and shows a serious deficiency in usability.

Reviewed 5 years ago
Pros

The ability to apply files to DCF in a semi-automated fashion. It has the capability to audit users actions withi

Cons

Navigation through the application is not intuitive and cumbersome. The validations on data entry seem to miss the fact that the end goal is a valid application to the state. The approval process is too lengthy.

JG
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Jerome G.

Hospital & Health Care, 1,001-5,000 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Easy user adaptation, system could run a little faster though. Too much lag time sometimes

Reviewed 5 years ago

Each manager/director within a department can now have accountability for their department as well as each employee. Through rules based workflow and tracking via logs, each function can get closer to achieving operational efficiency.

Pros

Central Repository, Progression. Admin duties are relatively quick to pick up and learn. Alerts and real time statuses are the perfect way to get buy in from Departments new to the concept.

Cons

Patches take too long. Wish they would get feedback from users as to what is not working well for them. Wait is too long for iDatix customer support, bad for keeping day to day business afloat. Speed needs improvement.

Vendor response

Hi Jerome, We really appreciate your feedback. I'd love to arrange a call to discuss your feedback on our support team, and see how we can improve there. Please feel free to reach back out, and we can make that happen. Otherwise, thanks for the kind words regarding the platform. -Mike Morris Customer Success Manager

KJ
AvatarImg

Kevin J.

Government Administration, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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All in One

Reviewed 4 years ago

My overall experience with DocuPhase has been nothing but great. From customer service, ease of use and quick response times they top notch.

Pros

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.

Cons

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.

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