Pour qui ?

DocuPhase has a wealth of experience servicing all industries and sectors. Many users fall in the Accounting, Human Resources, or Manufacturing industry and are looking to speed up manual processes.

Notes moyennes

41 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4.5 / 5
  • Service client 4 / 5
  • Fonctionnalités 4.5 / 5
  • Rapport qualité-prix 4 / 5

Informations sur le produit

  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Installation (Mac)
    Cloud, SaaS, web
    Installation (Windows)
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
    Webinaires
    Documentation
  • Ressources d'aide Service de support permanent (réponse directe)
    Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Docuphase
  • http://www.docuphase.com
  • Fondé en 2000

En savoir plus sur DocuPhase

DocuPhase provides software and services for Enterprise Automation. Our platform includes everything an organization needs to execute on their Digital Transformation, Process Improvement, and Growth strategies. We are the automation experts.

Partner with the DocuPhase team to transform the way you work. Lets get started.

For more information, visit docuphase.com.

DocuPhase - Fonctionnalités

  • Accès mobile
  • Archivage et rétention
  • Gestion de versions
  • Gestion des documents
  • Gestion des flux de travail
  • Gestion des ressources numériques
  • Gestion du cycle de vie du contenu
  • Gouvernance de l'information
  • Outils de collaboration
  • Recherche
  • Signature électronique
  • Archivage et rétention
  • Examen périodique
  • Gestion de la conformité
  • Gestion de la remontée des problèmes
  • Gestion de versions
  • Gestion des changements
  • Routage automatisé
  • Signature électronique
  • Conversion en PDF
  • Extraction de métadonnées
  • Formats multiples d'édition
  • Indexation
  • Outil de sélection de zone
  • Prise en charge de plusieurs langues
  • Pré-traitement d'images
  • Scan de cartes d'identité
  • Traitement des lots
  • Éditeur de texte
  • Classement des idées
  • Collaboration
  • Fils de discussion
  • Gamification
  • Gestion des commentaires
  • Idéation et production participative
  • Sondages et votes
  • Suivi des engagements
  • Suivi des tendances
  • Workflow d'évaluation
  • 1099 Preparation
  • Aging Tracking
  • Alerte de paiement en double
  • Contrôle du processus d'approbation
  • Détection de fraude
  • Electronic Funds Transfer
  • Extraction de données
  • Gestion de la trésorerie
  • Gestion des fournisseurs
  • PO Reconciliation
  • Recurring Payments
  • Rédaction de chèques
  • Traitement des factures
  • Archivage et rétention
  • Automatisation des processus et flux de travail
  • Collaboration
  • Contrôles/Permissions d'accès
  • Création et conception de formulaires
  • Fonction de glisser-déposer
  • Gestion de versions
  • Recherche en texte intégral
  • Base de données de contacts
  • Calculateur d'impôts
  • Facturation des dépenses imprévues
  • Facturation des projets
  • Facturation en ligne
  • Facturation récurrente et des abonnements
  • Facturation à l'heure
  • Factures personnalisables
  • Gestion des demandes de paiement
  • Paiements en ligne
  • Paiements mobiles
  • Portail de facturation
  • Prise en charge de plusieurs devises
  • Traitement des paiements
  • Contrats formalistes
  • Contrats gouvernementaux
  • Côté achat (fournisseurs)
  • Côté vente (clients)
  • Gestion de cycle de vie des contrats
  • Gestion de versions
  • Gestion des flux de travail
  • Modèles prédéfinis
  • Recherche en texte intégral
  • Signature électronique
  • Suivi de la conformité
  • Suivi de la progression
  • Accès hors ligne
  • Archivage de documents
  • Assemblage de documents
  • Conversion du type de fichier
  • Gestion de versions
  • Indexation de documents
  • Outils de collaboration
  • Reconnaissance optique de caractères
  • Récupération des fichiers
  • Rétention de documents
  • Signature électronique
  • Suivi de la conformité
  • Aging Tracking
  • Facturation
  • Facturation récurrente
  • Gestion des collectes
  • Grand livre comptes clients
  • Paiements partiels
  • Relevés clients
  • Traitement des chèques
  • Traitement des paiements ACH
  • Traitement des paiements en ligne
  • Traitement des trop-perçus
  • Duplication de données
  • Détection d'abréviations
  • Détection des différences phonétiques
  • Détection des fautes de frappes
  • Récupération de données
  • Saisie et transfert de données
  • Scan et analyse d'image
  • Vérification de la saisie de données
  • Gestion des formulaires
  • Gestion des études
  • Imagerie de documents
  • Indexation de documents
  • Piste d'audit
  • Saisie de données
  • Saisie décentralisée
  • Saisie à distance
  • Suivi des dossiers
  • Vérification de données
  • Administration des stratégies
  • Déclarations de sinistre électroniques
  • Gestion de la conformité
  • Gestion des cas
  • Gestion des clients
  • Gestion des experts répartiteurs
  • Gestion des formulaires
  • Gestion des payeurs
  • Réclamations sur papier
  • Suivi des tickets modérateurs et des franchises
  • Suivi résolution des réclamations
  • Archivage et rétention
  • Comparaison des versions
  • Contrôle du processus d'approbation
  • Contrôles/Permissions d'accès
  • Entrée / Sortie de documents
  • Historique des révisions
  • Notes et commentaires
  • Piste d'audit
  • Pour les documents d'ingénierie
  • Retour à la version précédente

Avis les plus utiles sur DocuPhase

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

Publié le 29/03/2018
Everette B.
Attorney at Law
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

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.

Réponse de l'éditeur

envoyé par iDatix le 02/04/2018

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

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

Publié le 29/03/2018
Harsha V.
Sharepoint Administrator
Assurance, 501-1 000 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
4/5
Note globale
5 / 5
Facilité d'utilisation
5 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Réponse de l'éditeur

envoyé par iDatix le 02/04/2018

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

DocuWOW!!!

Publié le 29/03/2018
Chandra W.
President
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
4/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
4 / 5
Support client
4 / 5
Rapport qualité-prix

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.

Réponse de l'éditeur

envoyé par iDatix le 02/04/2018

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

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

Publié le 05/04/2018
Pam C.
Data Analyst
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
5 / 5
Facilité d'utilisation
3 / 5
Fonctionnalités
3 / 5
Support client
5 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: 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.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par Docuphase le 09/04/2018

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

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

Publié le 29/03/2018
Utilisateur vérifié
Software Developer
1 001-5 000 employés
Temps d'utilisation du produit: plus de deux ans
Provenance de l'utilisateur 
5/5
Note globale
4 / 5
Facilité d'utilisation
4 / 5
Fonctionnalités
5 / 5
Support client
4 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: Security. Flexibility. Customizable.

Avantages: 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.

Inconvénients: 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.

Réponse de l'éditeur

envoyé par iDatix le 02/04/2018

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 customersuccess@docuphase.com 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

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