DocuPhase

4.5 (75)
Accounting Automation & Beyond.

Overall rating

4.5 /5
(75)
Value for Money
4.3/5
Features
4.3/5
Ease of Use
4.5/5
Customer Support
4.5/5

91%
recommended this app
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75 Reviews

Everette
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 29/03/2018

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 Docuphase

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

Carol
Overall rating
  • Industry: Construction
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Treeno

Reviewed on 19/07/2019

Overall, once we saw the whole system it was really easy to use.

Pros

I used this in my last job and I can't say enough good things. I really liked the ease of filing documents. I have used other programs in the past that just could not do the job.

Cons

I would have liked more upfront training. I didn't really get to see the whole system and how it worked until we were in it. We had to redo some filing which took some time.

Alternatives Considered

DocStar ECM

Reasons for Choosing DocuPhase

Ease of use. More options

Switched From

DocStar ECM
Russ
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

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

Reviewed on 06/04/2018

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.

Chandra
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

DocuWOW!!!

Reviewed on 29/03/2018

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 Docuphase

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

Kimberly
Overall rating
  • Industry: Transportation/Trucking/Railroad
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Treeno and Importer Tool

Reviewed on 28/04/2021

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.

Pam
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 05/04/2018

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

Marci
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

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

Reviewed on 06/04/2018

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.

Response from Docuphase

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

Kevin
Overall rating
  • Industry: Government Administration
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

All in One

Reviewed on 21/04/2019

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.

Jerome
Overall rating
  • Industry: Hospital & Health Care
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

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

Reviewed on 02/04/2018

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.

Response from Docuphase

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

Gale
Overall rating
  • Industry: Legal Services
  • 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 7.0 /10

Treeno Utilization

Reviewed on 29/04/2021

Pros

This software allows us to be paperless. Access to work already completed was high on our list when choosing this company. Customer service was also high on the list. Technical support is almost instantaneous and thorough. Support is kind and knowledgeable. Permissions to the different cabinets are available all the way down to document types. Usage logging is a plus. The importer allows for seamless integration of the Microsoft Outlook program and allows original formatting to be kept for word processing software.

Cons

Maintenance fees are expensive and paid for through a vendor versus the company itself.

Chris
Overall rating
  • Industry: Information Technology & Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Best Electronic Document Management Software solutions that integrates with OCR

Reviewed on 29/04/2021

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.

Pros

The solution design of the EDM software combined with the OCR solution enabled our company to move to a paperless and more efficient way to process and store critical documents such as invoices. The cloud-based platform makes the decision easy to implement. Post-sales support is readily available and moves quickly.

Cons

As with any new software implemented in a business, user training can be a challenge. Since the solution was implemented, there have been more documentation of processes and self-help guides.

Keith
Overall rating
  • Industry: Accounting
  • Company size: 201–500 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Excellent Document Management Software

Reviewed on 29/03/2018

It saves me time from having to look for a physical copy of an invoice.

Pros

We use Isynergy at work. It is a great software for reviewing documents and recovering old invoices whenever a question arises.

Cons

There are no shortfalls with the software that I have encountered. It retrieves documents quickly and accurately.

Response from Docuphase

Hi Keith,

We really appreciate you taking the time to review our software. Your experience is key to us at DocuPhase, so if there's anything that we can do to make it even more enjoyable, please let me know.

Thanks,
Michael Morris
[email protected]

Verified Reviewer
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Very functional tool and great support

Reviewed on 29/03/2018

Pros

I love the customization search features. It allows me to search at a more granular level. Excited to see how advanced this product becomes after a couple more advances and iterations.

Cons

The processing speed is my only con to this software. However, the speed could be an issue on my network side so, its safe to say that I don't have any cons.

Response from Docuphase

Hello,

Thank you so much for the kind words. If there's anything our team can do for you, please let us know.

-Team DocuPhase

Tina
Overall rating
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

I use DocuPhase daily to view scanned documents

Reviewed on 10/07/2018

Pros

Easiest way to go paperless. I use ScanDox to scan documents that are stored in DocuPhase. Once you pull up the program, you just enter the data in the searchable application and electronic documents pull right up. You can view on screen, save it for later or print out if needed.

Cons

The least I like about DocuPhase is the lack of being able to do random searches of each application for quality assurance.

Isha
Overall rating
  • Industry: Textiles
  • Company size: 201–500 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

DocuPhase Review

Reviewed on 07/08/2020

DocuPhase is a good software to use for processes, mainly accounting and purchasing. Easy to find documents. I work on DocuPhase almost daily and find it easy for completing my tasks. It lists out the pending tasks and being able to prioritize them helps.

Pros

The best software for document storage and filing. Use of different workflows makes the processes complete and accurate.

Cons

Adding annotations on the documents was better in the old version. Sharing the document via email or printing the document has too many clicks and steps.

Andre
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: 51–200 Employees
  • Used Weekly for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Unparalleled functionality and seamless integration

Reviewed on 14/05/2018

Pros

DocuPhase is the easiest-to-use document management and workflow automation solutions I have ever worked with (and I've worked with over a dozen.) From it's browser-based interface to it's broad integration capabilities with line of business applications, DocuPhase helps to put content and information at your fingertips - saving time and money.

Cons

Honestly, not anything that I can think of. I would like to see expanded integration with Windows, Outlook, and the Microsoft Office suite.

Response from Docuphase

Andre,

Thanks so much for the kind words! We value our partnership with your team, and appreciate your faith and confidence in our solutions!

-Mike Morris
Customer Success Manager @ DocuPhase

Verified Reviewer
Overall rating
  • Used for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Decent human workflow process, usable with minimal technical knowledge

Reviewed on 10/04/2018

Pros

It is very easy to use. It is clear that it was developed to be used not by developers or even remotely technical individuals. The product is very well thought out and is able to solve a lot of business requirements.

Cons

Due to the fact that it is quite a specialized product, it isn't flexible enough. A lot of business logic and requirements needs to be done by professional services. Once pro services are in play, the ease of use and value of money quickly lessens.

Response from Docuphase

Thanks so much for the kind words regarding the product, as well as the feedback regarding customization. We certainly aim to provide quality training for anyone using the product, and would be thrilled to engage in the conversations necessary to help empower your team to customize the product further. Just reach out at [email protected] to discuss.

Thanks,
Mike Morris
Customer Success Manager

Angela
Overall rating
  • Industry: Medical Devices
  • Company size: 501–1,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great for docs

Reviewed on 21/12/2022

Pros

This software is very easy to use and maintain.

Cons

There is nothing I do not like about this software.

Charmon
Overall rating
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Love the availability to look up documents.

Reviewed on 30/03/2018

Pros

When it works correctly finding the information that you need. It's not difficult to load in the information as long as each person follows and uses the templates.

Cons

Without proper training you cannot locate the information you are searching for. A waste of time. I have done a lot of searches only to keep coming up with search found nothing.

Response from Docuphase

Hi Charmon,

I'm sorry to hear that you've been having difficulty with your searches. I know that my team is planning to get on site with yours here in the next couple of weeks. I'll certainly pay you a visit and discuss ways that you can find and retrieve information more easily.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Cassandra
Overall rating
  • Industry: Mining & Metals
  • Company size: 1,001–5,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Allows for easy access of files

Reviewed on 11/10/2019

Very useful for file sharing and tracking as the office works on documents

Pros

It has a variety of features that makes it much more than a file storage system. You can view what people change

Cons

It can be hard to use and find documents as well as some features. Those who are not tech savy will struggle to use it

Pam
Overall rating
  • Industry: Chemicals
  • Company size: 1,001–5,000 Employees
  • Used Monthly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Due to our own time/resource constraints along with DocUphase it took a while to actually get...

Reviewed on 29/03/2018

Implemented a variance process and adheres to the approval process. Allows the vendors to automatically submit their invoices. Saved us on time and postage mailing/process invoices manually.

Pros

I like the process saves from filing invoice and filing space. Allows the plants to follow their invoices through the process. Allows the vendors to submit their own (better quality) invoices for quicker and smoother processing.

Cons

The search and web base experience is cumbersome and sometimes difficult to work with. We are not able to see who is currently working on the invoice and whose queue in the invoice is in currently. We can look at some things in the invoices .

Response from Docuphase

Hey Pam,

Thank you for the review. I'd be happy to discuss those cons with you and come up with a solution. I definitely have some ways that we could help with this. Let's connect soon and we can get that straightened out for you. In the meantime, we appreciate the kind words.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Briana
Overall rating
  • Industry: Nonprofit Organization Management
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 3.0 /10

Useful But Sticking to What I prefer

Reviewed on 24/06/2021

We use this as an electronic filing cabinet to store all documents from applicants and trainees

Pros

That all documents scanned for an applicant were all in one place. They also neatly held in the space just like a filing cabinet

Cons

What ai liked the least about thus software is the fact that it logs you off in less than five minutes

Gerald
Overall rating
  • Industry: Government Administration
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Super support and implementation

Reviewed on 21/12/2022

Very pleased. We are very happy we made the decision to go with Docuphase

Pros

Ease of use. I really enjoy the staff and the knowledge and fast response.

Cons

We have no complaints. We would make the same choice again.

Sean
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

The most amazing software on the market. Easy to use with first class features.

Reviewed on 01/12/2015

Straightforward to implement and use. Staff with no programming knowledge can make changes to workflows. I can easily capture, secure and share all my documents at the touch of a button. Management info is a breeze to compile. Only positive things to say here. This product has saved us thousands! Thank you

Response from Docuphase

Thank you for the kind words, Sean! It has been a pleasure working with Dajon.

Christy
Overall rating
  • Industry: Telecommunications
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Training and support is invaluable

Reviewed on 05/08/2020

There are a few processes that have had a major impact for us. We have automated our onboarding processes, this ensures that all required documents are not only received, but reviewed and approved. We have reduced our email burden tremendously, so we spend less time reviewing emails to determine what info we need. DocuPhase is by far the best document management system I have seen, because it goes beyond the document and manages processes. If you want to see how really inefficient your processes are, implement them in DocuPhase. Every process that I have implemented, I have changed shortly after to make it more efficient, even the ones we thought were solid.

Pros

The most valuable feature to me is the ability to create or change a process with very little time and expertise involved. I am not a computer programmer, but I manage the DocuPhase system for the entire organization with very little effort. A process can be created, implemented and tested in just a few hours, depending on the complexity of the process. Forms can be created and amended faster than you could change and distribute a pdf form. Also, I know if I have any issues I can call DocuPhase with anything and they're right there to help. I absolutely love the entire team at DocuPhase and they have the most incredible support over any company I've dealt with. The team has helped us work through our processes and ideas to get them implemented and did not charge us a fortune in programming fees. We have been able to work remotely through the pandemic across multiple offices, largely due to DocuPhase. We have access to all documents, we are able to upload images and continue to collect signatures. Our purchasing is automated for approvals and budgeting, so it requires very little follow up. DocuPhase is by far my favorite tool to work with because I am able to do so much with it to improve many areas.

Cons

I would like to see easier troubleshooting. Since I am not an IT person, I don't really delve into the deep database stuff. However, when I get an exception error or something like that, I really struggle trying to find the error. It's usually something simple, but I feel like I'm trying to find it blind. It would be helpful if the system told you why the error happened, without having to search everywhere for it.

Response from Docuphase

Thank you so much for your feedback! We are happy that you are satisfied with the system. Your comment on exception troubleshooting is being passed on to the team. Thanks again!

- DocuPhase Customer Succes Team