Who Uses This Software?

DocuPhase has a wealth of experience servicing all industries and sectors. Many users fall in the Accounting, Human Resources, or Manufacturing industry and are looking to speed up manual processes.

Average Ratings

41 reviews
  • Overall 4.5 / 5
  • Ease of Use 4.5 / 5
  • Customer Service 4 / 5
  • Features 4.5 / 5
  • Value for Money 4 / 5

Product Details

  • Free Version No
  • Free Trial No
  • Deployment Installed - Mac
    Cloud, SaaS, Web
    Installed - Windows
    Mobile - iOS Native
    Mobile - Android Native
  • Training In Person
    Live Online
    Webinars
    Documentation
  • Support 24/7 (Live Rep)
    Business Hours
    Online

Vendor Details

  • Docuphase
  • http://www.docuphase.com
  • Founded 2000

About DocuPhase

DocuPhase provides software and services for Enterprise Automation. Our platform includes everything an organization needs to execute on their Digital Transformation, Process Improvement, and Growth strategies. We are the automation experts.

Partner with the DocuPhase team to transform the way you work. Lets get started.

For more information, visit docuphase.com.

DocuPhase Features

  • Approval Process Control
  • Bank Reconciliation
  • Cash Management
  • Check Printing
  • Duplicate Payment Alert
  • Fraud Detection
  • General Ledger Entry
  • Vendor Management
  • ACH Payment Processing
  • Billing & Invoicing
  • Check Processing
  • Collections Management
  • Online Payment Processing
  • Overpayment Processing
  • Partial Payments
  • Receivables Ledger
  • Recurring Billing
  • Billing Portal
  • Contact Database
  • Contingency Billing
  • Customizable Invoices
  • Dunning Management
  • Hourly Billing
  • Mobile Payments
  • Multi-Currency
  • Online Invoicing
  • Online Payments
  • Payment Processing
  • Project Billing
  • Recurring/Subscription Billing
  • Tax Calculator
  • Adjustor Management
  • Case Management
  • Claim Resolution Tracking
  • Co-Pay & Deductible Tracking
  • Compliance Management
  • Customer Management
  • Electronic Claims
  • Forms Management
  • Paper-Based Claims
  • Payor Management
  • Policy Administration
  • Buy Side (Suppliers)
  • Completion Tracking
  • Compliance Tracking
  • Contract Lifecycle Management
  • Electronic Signature
  • Full Text Search
  • Government Contracts
  • Pre-built Templates
  • Sell Side (Customers)
  • Specialty Contracts
  • Version Control
  • Workflow Management
  • Abbreviation Detection
  • Data Capture and Transfer
  • Data Duplication
  • Data Entry Verification
  • Data Retrieval
  • Image Capture
  • Mis-Keyed Variation Detection
  • Phonetic Variation Detection
  • Archiving & Retention
  • Automated Routing
  • Change Management
  • Compliance Management
  • Electronic Signature
  • Escalation Management
  • Periodic Review
  • Version Control
  • Collaboration Tools
  • Compliance Tracking
  • Document Archiving
  • Document Assembly
  • Document Indexing
  • Document Retention
  • Electronic Signature
  • File Recovery
  • File Type Conversion
  • Offline Access
  • Optical Character Recognition
  • Version Control
  • Access Controls/Permissions
  • Approval Process Control
  • Archiving & Retention
  • Audit Trail
  • Commenting / Notes
  • Document Check-in / Check-out
  • For Engineering Documents
  • Revision History
  • Version Comparison
  • Version Rollback
  • Audit Trail
  • CRF Tracking
  • Data Entry
  • Data Verification
  • Distributed Capture
  • Document Imaging
  • Document Indexing
  • Forms Management
  • Remote Capture
  • Study Management
  • Archiving & Retention
  • Collaboration Tools
  • Content Lifecycle Management
  • Digital Asset Management
  • Document Management
  • Electronic Signature
  • Information Governance
  • Mobile Access
  • Search
  • Version Control
  • Workflow Management
  • Access Controls/Permissions
  • Archiving & Retention
  • Collaboration
  • Drag & Drop
  • Forms Creation & Design
  • Full Text Search
  • Process/Workflow Automation
  • Version Control
  • Collaboration
  • Discussion Threads
  • Engagement Monitoring
  • Evaluation Workflow
  • Feedback Management
  • Gamification
  • Idea Ranking
  • Ideation / Crowdsourcing
  • Polls / Voting
  • Trend Tracking
  • Batch Processing
  • Convert to PDF
  • ID Scanning
  • Image Pre-processing
  • Indexing
  • Metadata Extraction
  • Multi-Language
  • Multiple Output Formats
  • Text Editor
  • Zone Selection Tool

DocuPhase Most Helpful Reviews

Have been using for at least 10 years and it is a very valuable tool for our office

Reviewed on 29/03/2018
Everette B.
Attorney at Law
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Pros: We have used the software to store our closed files for a number of years and it is very nice when we need a back file to be able to bring it up very quickly and easily. It is easy to find any page in the file we night need and to email or copy any or all pages of a document. We no longer have to go to the attic to retrieve a file and manually search through the file foe the document you need. It is there at your finger tips with a few key strokes. The program saves a lot of space and time. Very glad we have it.

Cons: Not being able to scroll through a file is my first complaint. Not being able to add document to a file has been a major issue. Indexing of the file is very time consuming process. You need to have character recognition should be a part of your program. With OCR it would be much quicker to scan old file in to the program. Having to log in and out of the program is also a feature I do not like. To my knowledge you offer no training with the program so I am sure there are lot of features we do not know how to use. The vendor that sold the program to us has tried to train us but like most programs you only learn about 10% of the features offered.

Vendor Response

by iDatix on 2/04/2018

Hi Everette,

Thank you so much for the kind review, and for being a longtime customer. Regarding the cons, I'm going to reach out to schedule some time for us to talk further, as I think that we can help to take care of some of these issues. We offer a top-rated OCR program that we can deploy quickly and efficiently as well, so we may be able to help you save even more time there.

I look forward to speaking with you soon,
Michael Morris
Customer Success Manager @ DocuPhase

Awesome! It's been amazing experience to work with:) Great Supporting team! Would highly recommend!

Reviewed on 29/03/2018
Harsha V.
Sharepoint Administrator
Insurance, 501-1,000 Employees
Used the Software for: 6-12 months
Reviewer Source 
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Paperless & Automate operations.
Document/Workflow/Form Management System
Analytic Reports

Pros: + If you need to go paperless, automate operations, or implement Robotic process automation this is the best software in Contemporary Market world.
+ Great solution for document workflow Management.
+ Hyperlink feature on each level of document management is a great feature.
+ Adding Notes and sharing documents via Email management is a nice option to have.
+ Exciting to learn more about Analytics Tool.

Cons: -> Performance: It is taking couple of minutes time to load large documents (No Performance issues on small files).
- Would like to know if Search function has option to add best bets on Global Search
-> Once we select the application, it would be good if we have a search option in that particular application level (like Global Search).
-> Being able to understand It as an emerging company, Would like to see if there is more scope for Employee Collaboration on sharing ideas like a Message Chatting tool within DocuPhase to share and discuss about the document management.
-> Hyperlink feature on each level of document management is a great feature, would love it more if this hyperlink feature is also in Workflow history management level to make administrator's Job Easy down the years on a given document history.

Vendor Response

by iDatix on 2/04/2018

Hi Harsha,

Thank you for the review, and for the kind words. I know that our teams have been trying to get together for some additional projects lately, and I'll fold some of these suggestions into those conversations.

There's a lot of really great suggestions in your response as well, and we'll take those seriously. I'll pipe them back in to our product team so that we can game plan some of those enhancements internally. In the meantime, you can always submit your own enhancement requests here:
https://docuphase.ideas.aha.io/

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

DocuWOW!!!

Reviewed on 29/03/2018
Chandra W.
President
Used the Software for: 2+ years
Reviewer Source 
4/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
4 / 5
Value for Money

Pros: We selected DP as a way to manage documents internally, track notes on job files, and basically centralize all aspects of the file. We also are able to assign tasks to every employee and give them a daily worklist. DP also tracks the history of the file, so we can see where breakdowns in communication occur. We can also see prior version of documents so we can restore documents as needed. We looked at many systems and this seemed to work best and was was able to be customized to our needs. We have not lost any file folders since this started!

Cons: our old file data was not migrated to the system so anything older than 2013 was not searchable. some of the report functions do not work well for us. we are trying to implement new functionality to reduce redundancy and it is not going as well as we hoped. if the internet is down we cannot use the web based interface. We also do not know what will happen if we ever decide to migrate from this system, I do not know how we would access the data.

Vendor Response

by iDatix on 2/04/2018

Hey Chandra,

We really appreciate the kind words, and this review. If there's anything we can ever do for you regarding file import or conversion, we'd be happy to chat regarding options. Feel free to reach out to me personally or submit a ticket and we could review.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Once the software is set up for your needs, it is very easy for the end user to use.

Reviewed on 5/04/2018
Pam C.
Data Analyst
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: We had an outside company do our scanning for us and we could never find the documents when they came back from being scanned. For example: and STR means to allot of people street. To us here at the property appraiser office it mean section, township and range.

Pros: The software has several features that you can use. From making your own forms, workflow and progression. We have not used any of the other features it has. Looking forward to in the future. But for document management it is virtually no maintenance to it.

Cons: I do wish they had free online classes that you could take for iforms, workflow and progression. That way we as a company can see if any of those items we could use. The software does lack the ability to pick and choose from a found set. For example a combo box.

Vendor Response

by Docuphase on 9/04/2018

Hi Pam,

Thanks so much for the review. We've really enjoyed working with you and your office for the last few years. I'm happy to follow up with you regarding functionality on forms and workflow, and either Olivia Sutton or myself will shoot you an email today so that we can discuss further. I think that we can definitely assist, and point you at the Learning Library, where you can review some of those features as well.

Thanks,
Mike Morris
Customer Success Manager

Always a positive experience when speaking w/ support. AD synch needs to be better & more reliable.

Reviewed on 29/03/2018
Verified Reviewer
Software Developer
1,001-5,000 Employees
Used the Software for: 2+ years
Reviewer Source 
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend:
Not Likely Extremely Likely

Comments: Security. Flexibility. Customizable.

Pros: 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.

Cons: 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.

Vendor Response

by iDatix on 2/04/2018

Hello,

Thanks so much for reaching out with your review. I really appreciate the kind words about support, and will relay the message to them. Regarding text searches, we can definitely help you regarding wildcard searches and I'd hope we can improve your experience there. Feel free to shoot me an email at [email protected] and we can discuss further. When we connect, I'll also talk you through the upgrade process and help information.

Regards,
Mike Morris
Customer Success Manager @ DocuPhase

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