Docusoft CloudFiler
Docusoft CloudFiler
About Docusoft CloudFiler
Docusoft CloudFiler is built with businesses at the fourth front of its mind. The system is made with key applications to help businesses save, amend, and collaborate on documents internally and with their outbound contacts.
From all devices a user of the CloudFiler can upload, scan and file documents directly into the cloud. With key search functionality including OCR and advanced metadata searches, it is quick and easy to find the documents you are looking for.
The solution has been made to customise to any type of business. Different filing structures and CRM fields can be setup within the DMS and CRM to customise the system. Built in Process and document workflows help companies automate and speed up the work that they are doing.
Key benefits of Docusoft CloudFiler
Images
Not sure about Docusoft CloudFiler?
Compare with a popular alternative
Starting Price
Pricing Options
Features
Integrations
Ease of Use
Value for Money
Customer Service
Alternatives
Laserfiche
Corrivo
Chronos Workflow
PACTA
Reviews
Already have Docusoft CloudFiler?
Software buyers need your help! Product reviews help the rest of us make great decisions.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
A great solution for document management
Reviewed on 2022/08/12
Overall we are very happy with DocuSoft as it works well. It provides us with a solid, dependable...
Overall we are very happy with DocuSoft as it works well. It provides us with a solid, dependable cloud-based document management solution which was vital during the Covid19 shutdowns and home working for all our team.
Pros
We have been using DocuSoft for 15 years and it was very easy to install and transition from a paper environment. Back in the day email management was getting to be a big problem. Today the volume of email make a DMS vital for any professional services firm.
One great thing about DocuSoft is the support team. They respond very quickly and normally are able to fix problems straight away.
Cons
The dashboard could perhaps do with a refresh, but that is merely cosmetic. What matters is functionality, and DocuSoft works very well for our requirements.
Alternatives Considered
LaserficheReasons for Switching to Docusoft CloudFiler
I met the founder who is still active in running the company. He has a great understanding of our business sector and we found DocuSoft would respond very quickly to any requests for change or ideas for improvements.Response from DocuSoft
Thank you for your amazing review. I have passed your recommendations for a cosmetic uplift to our development team.
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 9.0 /10
Docusoft - A Game Changer
Reviewed on 2022/08/22
From our initial engagement all the way through to roll out, all of the Docusoft team were engaged,...
From our initial engagement all the way through to roll out, all of the Docusoft team were engaged, supportive and answered all of our "silly questions" on the way. The data transfer was executed smoothly from our existing system to Docusoft Cloud with regular updates provided on progress, and the training delivery for our team was thorough so that we could use the software effectively from day 1.
Pros
The two way client portal has been a complete game changer for our Business. This has eliminated the need for us to ask clients to make inconvenient trips to our office to deal with matters such as provision of identification or signing off documents as the client portal can now securely manage all of this administration.
Cons
I'm yet to find anything negative to highlight in relation to using the software.
Response from DocuSoft
Thank you for your kind review. We will continue to strive for excellence
- Industry: Accounting
- Company size: 11–50 Employees
- Used Weekly for 1+ year
-
Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 6.0 /10
Document uploads
Reviewed on 2022/08/04
Pros
Uploading documents is easy to do, and the whole software seems user friendly and easy to navigate.
Cons
On the desktop version, I cannot view the attachments on a document
Response from DocuSoft
Thank you for your review. Please reach out to our support team as you should be able to view the attachments on the desktop version.
- Industry: Financial Services
- Company size: 2–10 Employees
- Used Daily for 6-12 months
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
New Client comments
Reviewed on 2022/08/12
We have had a great experience from the initial remote install to ongoing use of the service and...
We have had a great experience from the initial remote install to ongoing use of the service and the additional benefits it brings. We are slowly removing the paper from the office and its great to see less physical filing
Pros
The service is easy to use both in terms of filing and retrieving documents. Documents can be easily located and we have the ability to forward and create tasks with any member of the team. The process allows us to move documents around the office without the need to physically print off so it saves on print costs as well as time. The portal allows us to sign documents, again, without the need to print off the document and there is a secure digital signature. The audit trail allows us to know what has happened to the document through its lifespan
Cons
We have not come across any issues. Docusoft put together a CRM system for us and we were able to tweak this to our specifications. The support is excellent when requesting changes
Response from DocuSoft
Thank you for your review of our CloudFiler solution. We are glad that everything has been smooth sailing!
- Industry: Accounting
- Company size: 11–50 Employees
- Used Daily for 2+ years
-
Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Docusoft review
Reviewed on 2022/07/21
We have used the product for well over 10 years and would recommend it to others. We wouldn't have...
We have used the product for well over 10 years and would recommend it to others. We wouldn't have been using it this long if it didn't do what was required.
Pros
Tiered access by any staff members to any documents from any location provided internet connection is available so geographical location is not an issue. This becomes even more useful the longer that the product has been used no more searching or accessing physical archives, all the information is on screen. Client workflow is also handled well especially as we have two physical offices but work can be done from home and either office. This proved especially useful during the height of the recent pandemic as we did not have to change work practices, just geographical location of PC's.
Cons
Portal integration with the main document management system could be better, but the portal itself works well and we use it extensively for the electronic apporval of documents.
Response from DocuSoft
Thank you for your review of Docusoft CloudFiler. We take all comments on board and we are glad on the whole you love our solution.
Docusoft CloudFiler FAQs
Below are some frequently asked questions for Docusoft CloudFiler.Q. What type of pricing plans does Docusoft CloudFiler offer?
Docusoft CloudFiler offers the following pricing plans:
- Starting from: £15.00/month
- Pricing model: Subscription
- Free Trial: Available
Plans start from £15/month. Please contact DocuSoft directly for more details.
Q. Who are the typical users of Docusoft CloudFiler?
Docusoft CloudFiler has the following typical customers:
2–10, 11–50, 51–200, 201–500
Q. What languages does Docusoft CloudFiler support?
Docusoft CloudFiler supports the following languages:
English
Q. Does Docusoft CloudFiler support mobile devices?
Docusoft CloudFiler supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Docusoft CloudFiler integrate with?
Docusoft CloudFiler integrates with the following applications:
Microsoft 365, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Microsoft SharePoint, Microsoft Word, OneDrive, Turnkey Group, Windows 10, Windows 11, Xero, Zapier
Q. What level of support does Docusoft CloudFiler offer?
Docusoft CloudFiler offers the following support options:
Email/Help Desk, Phone Support, Chat
Related categories
See all software categories found for Docusoft CloudFiler.
Portal Software
