DocuPhase

DocuPhase

Enterprise automation solution with OCR capabilities

4.4/5 (42 avis)

DocuPhase - Présentation

Description du logiciel DocuPhase

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.

DocuPhase - Présentation

Prix

À partir de
N/A

Types de licence

Essai gratuit
Abonnement
Rapport qualité-prix

Please contact Docusign directly for pricing details.


DocuPhase - Fonctionnalités

Appareils
Pour quelle entreprise ?
TPE PME GE
Disponible dans les pays suivants
États-Unis
Langues
anglais

Captures d'écran

Capture d'écran pour DocuPhase : Analytics dashboard page to view employee efficiency
Capture d'écran pour DocuPhase : Analytics dashboard page to view employee efficiency Capture d'écran pour DocuPhase : Document Management system to store and edit documents Capture d'écran pour DocuPhase : Web forms to connect data between customers, employees, and vendors Capture d'écran pour DocuPhase : Work Item to store and document past expenses Capture d'écran pour DocuPhase : Work Queue page that allows employees to assign themselves a task

DocuPhase - Avis

DocuPhase - Avis

Note globale
4.4
/
5 42 avis
Excellent
21

Très bien
16

Moyen
4

Médiocre
1

Mauvais
0

Rapport qualité-prix
4.1
Fonctionnalités
4.3
Simplicité d'utilisation
4.3
Support client
4.2
88% des utilisateurs recommandent cette application
Christy V.

Great software that is easy to use, easy to customize and comes with a great support team.

Consistency and compliance- by using this software we have taken control of our workflows, processes, policies and procedures. We've improved efficiency, reduced workloads and reduced expenses of creating, storing and filing paper files and documents.


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Everette B.

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


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Harsha V.

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

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


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Aaron S.

The program is very useful, but when there is a problem that I can't solve in-house, it's...

Saving time, providing all of our hard-copied data at our fingertips digitally.


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Chandra W.

DocuWOW!!!


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Christy V.
Traduire avec Google Translate

Great software that is easy to use, easy to customize and comes with a great support team.

Logiciel utilisé tous les jours pendant plus d'un an
Publié le 05/04/2018
Provenance de l'avis : Capterra

Consistency and compliance- by using this software we have taken control of our workflows, processes, policies and procedures. We've improved efficiency, reduced workloads and reduced expenses of creating, storing and filing paper files and documents.

Avantages

I love how easy it is to make changes to a process and how easy it is to work with the software. We have greatly reduced the amount of emails, but using DocuPhase has allowed us to take control over our processes and promote consistency throughout multiple offices, as well as allowing us to see the areas where we struggle.

Inconvénients

I don't have any complaints about the software. We have found a few little "glitches", but DocuPhase has always addressed them and either resolved the issue or have escalated to development services. My only complaint would be that I don't even know all of the capabilities, there's so much it can do and we've only scratched the surface.

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Réponse de Docuphase

Hey Christy,

Thanks so much for the kind words. We've loved working with you, and are thrilled that you've continued to deepen your knowledge of the software. We appreciate you and the rest of the Kablelink team!

Mike Morris
Customer Success Manager

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Everette B.
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/03/2018
Provenance de l'avis : Capterra

Avantages

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.

Inconvénients

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.

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Réponse de 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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 9.0/10

Harsha V.
Secteur d'activité: Assurance
Taille de l'entreprise: 501-1 000 employés
Traduire avec Google Translate

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

Logiciel utilisé tous les jours pendant 6 à 12 mois
Publié le 29/03/2018
Provenance de l'avis : Capterra

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

Avantages

+ 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.

Inconvénients

-> 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.

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Réponse de 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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 10.0/10

Aaron S.
Traduire avec Google Translate

The program is very useful, but when there is a problem that I can't solve in-house, it's difficult.

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/03/2018
Provenance de l'avis : Capterra

Saving time, providing all of our hard-copied data at our fingertips digitally.

Avantages

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

Inconvénients

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

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Réponse de iDatix

Hey Aaron,

I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve.

Thanks,
Mike Morris
Customer Success Manager @ DocuPhase

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Probabilité de recommander le produit: 6.0/10

Chandra W.
Traduire avec Google Translate

DocuWOW!!!

Logiciel utilisé tous les jours pendant plus de deux ans
Publié le 29/03/2018
Provenance de l'avis : Capterra

Avantages

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!

Inconvénients

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.

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Réponse de 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

Note détaillée

Rapport qualité-prix
Simplicité d'utilisation
Support client

Recommandation utilisateur
8.9/10
Basé sur 42 avis utilisateurs
Comparatif avec les logiciels similaires : recommandation utilisateur
Comparer avec les alternatives

DocuPhase - Prix

DocuPhase - Prix

À partir de
N/A
Essai gratuit
Abonnement
Rapport qualité-prix

Please contact Docusign directly for pricing details.

Please contact Docusign directly for pricing details.

Rapport qualité-prix
4.1/5
Basé sur 42 avis utilisateurs
Comparatif avec les logiciels similaires : rapport qualité-prix
Comparer avec les alternatives

DocuPhase - Fonctionnalités

DocuPhase - Fonctionnalités

API
Analyse des sentiments
Analytique
Données en temps réel
Extraction de données
Filtrage des données
Gestion des documents
Gestion des flux de travail
Importation de données
Importation et exportation de données
Interface glisser-déposer
Intégration de tiers
Monitoring
Outils de collaboration
Prise en charge de plusieurs langues
Saisie et transfert de données
Stockage sécurisé des données
Surveillance en temps réel
Tableau de bord d'activités
Visualisation de données
Fonctionnalités
4.3/5
Basé sur 42 avis utilisateurs
Comparatif avec les logiciels similaires : note sur les fonctionnalités
Comparer avec les alternatives

Catégories

Plus d'informations sur DocuPhase

Plus d'informations sur DocuPhase

DocuPhase - Principales fonctionnalités

  • 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 - FAQ

DocuPhase - FAQ

Voici quelques-unes des questions fréquentes sur DocuPhase.

Q. Quels sont les types de licence disponibles pour DocuPhase ?

Types de licences disponibles pour DocuPhase :

Type de licence: Abonnement

Essai gratuit: Non disponible

Please contact Docusign directly for pricing details.

Q. Quelles sont les principales fonctionnalités du logiciel DocuPhase ?

Fonctionnalités du logiciel 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

Q. Qui utilise DocuPhase ?

Utilisateurs habituels du logiciel DocuPhase :

Grandes entreprises, Entreprises de taille moyenne, PME

Q. Dans quelles langues DocuPhase est-il disponible ?

Langues dans lesquelles DocuPhase est disponible :

anglais

Q. Quels sont les types de licence disponibles pour DocuPhase ?

Types de licences disponibles pour DocuPhase:

Abonnement

Q. DocuPhase prend-il en charge les appareils mobiles ?

Nous n'avons pas d'informations sur les appareils pris en charge par DocuPhase.

Q. Avec quelles applications DocuPhase peut-il s'intégrer ?

Applications s'intégrant à DocuPhase :

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

Q. Quelles sont les ressources d'aide disponibles pour DocuPhase ?

Ressources d'aide disponibles pour DocuPhase :

Support en ligne, Support téléphonique, Tutoriels vidéo