DocuPhase

DocuPhase

Enterprise automation solution with OCR capabilities

4.3/5 (41 reviews)

DocuPhase Overview

DocuPhase is a web-based enterprise automation and document management solution for businesses of all sizes that comes with workflow automation, robotic process automation, and optical character recognition (OCR) features. The software can be used in a multitude of industries such as finance, healthcare, manufacturing, customer service, HR, Legal, and more. The system's document management module allows documents to be stored and archived in one location. All documents can be accessed, shared, and revised by any employee with authorized access. Other document management features include version control, audit trails, annotations, dynamic linking, and privately editing forms.

DocuPhase's OCR capabilities support data extraction from any document, as well as the ability to store data in a secure location. The OCR feature can also file and compartmentalize emails, documents, and PDFs to eliminate manual data entry from the standard operating procedure workflow. Workflow processes can be customized and automated to fit unique business needs and through the system, work can be prioritized by role-based routing, which assigns projects to user roles rather than to specific employees.

Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Devices

Business size

S
M
L

Markets

United States

Supported Languages

English

DocuPhase Reviews

Overall rating
4.3/5
88% positive reviews
20
Excellent
16
Very good
4
Average
1
Poor
0
Terrible
Everette B.

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

Used Daily for 2+ years
Reviewed on 2018/03/29
Review Source: Capterra

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.

Response from iDatix

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10
Harsha V.

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

Used Daily for 6-12 months
Reviewed on 2018/03/29
Review Source: Capterra

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.

Response from iDatix

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Chandra W.

DocuWOW!!!

Used Daily for 2+ years
Reviewed on 2018/03/29
Review Source: Capterra

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.

Response from iDatix

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Pam C.

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

Used Daily for 2+ years
Reviewed on 2018/04/05
Review Source: Capterra

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.

Response from Docuphase

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

10.0/10
Verified Reviewer

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

Used Daily for 2+ years
Reviewed on 2018/03/29
Review Source: Capterra

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.

Response from iDatix

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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend

9.0/10

DocuPhase Pricing

Starting from
N/A
Pricing options
Free Trial
Subscription
Value for money

Please contact Docusign directly for pricing details.

DocuPhase Features

  • Collaboration Tools
  • Data Capture and Transfer
  • Data Extraction
  • Data Import/Export
  • Document Conversion
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Full Text Search
  • PDF Conversion

  • API
  • Alerts / Escalation
  • Compliance Management
  • IVR / Voice Recognition
  • Image Library
  • Monitoring
  • Multi-Language
  • Text Editing
  • Third Party Integration
  • Video Support

Additional information for DocuPhase

Key features of DocuPhase

  • Archiving & Retention
  • Collaboration Tools
  • Document Indexing
  • Document Management
  • Document Storage
  • Fax Management
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Offline Access
  • Version Control
  • Watermarking
  • Workflow Management

DocuPhase FAQs

Below are some frequently asked questions for DocuPhase.

Q. What type of pricing plans does DocuPhase offer?

DocuPhase offers the following pricing plans:

Pricing model: Subscription

Free Trial: Not Available

Please contact Docusign directly for pricing details.

Q. What are the main features of DocuPhase?

DocuPhase offers the following features:

  • Archiving & Retention
  • Collaboration Tools
  • Document Indexing
  • Document Management
  • Document Storage
  • Fax Management
  • Forms Management
  • Full Text Search
  • Mobile Access
  • Offline Access
  • Version Control
  • Watermarking
  • Workflow Management

Q. Who are the typical users of DocuPhase?

DocuPhase has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does DocuPhase support?

DocuPhase supports the following languages:

English

Q. What type of pricing plans does DocuPhase offer?

DocuPhase has the following pricing plans:

Subscription

Q. Does DocuPhase support mobile devices?

We do not have any information about what devices DocuPhase supports

Q. What other apps does DocuPhase integrate with?

DocuPhase integrates with the following applications:

Microsoft Dynamics CRM, Microsoft Dynamics GP, Microsoft Outlook, NetSuite, SAP Business One, Sage 500, Salesforce Sales Cloud

Q. What level of support does DocuPhase offer?

DocuPhase offers the following support options:

Online Support, Phone Support, Video Tutorials