About 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.
Go paperless, manage your content, and automate your business processes to increase your productivity and perform higher-value work.
Accounting Automation - DocuPhase’s accounting automation solution provides you with the tools you need to simplify, organize, and automate all of your accounting processes. Alleviate the burden of repetitive manual tasks, setting your team free to do higher-value work that better utilizes their talents.
Document Management - Built to be scalable throughout the entire organization, regardless of company size, DocuPhase’s Document Management Software gives you control over your enterprise! Eliminate the endless search for the documents you need to do your job.
Enterprise Automation - An Enterprise Automation Platform can be used to automate processes within any department or team. Work hand in hand with our team of process improvement consultants as you figure out where to begin with Enterprise Automation, and where it will take you in the future!
Key benefits of 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.
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Reviews
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- Industry: Transportation/Trucking/Railroad
- Company size: 51–200 Employees
- Used Daily for 2+ years
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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...
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.
- Industry: Nonprofit Organization Management
- Company size: 2–10 Employees
- Used Daily for 2+ years
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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...
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
- Used Daily for 1+ year
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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.
- Industry: Hospital & Health Care
- Company size: 1,001–5,000 Employees
- Used Daily for 2+ years
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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...
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
- Industry: Government Administration
- Company size: 11–50 Employees
- Used Daily for 2+ years
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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...
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.
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:
- Starting from:
- Free Trial: Not Available
Pricing varies based on your solution of interest and needs. Please reach out to DocuPhase directly for more information.
Q. Who are the typical users of DocuPhase?
DocuPhase has the following typical customers:
11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does DocuPhase support?
DocuPhase supports the following languages:
English
Q. Does DocuPhase support mobile devices?
DocuPhase supports the following devices:
Q. What other apps does DocuPhase integrate with?
DocuPhase integrates with the following applications:
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:
Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat
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