DocuPhase

DocuPhase

Enterprise automation solution with OCR capabilities

4.4/5 (42 reviews)

DocuPhase Overview

What is 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 Overview

Pricing

Starting from
N/A

Pricing options

Free Trial
Subscription
Value for money

Please contact Docusign directly for pricing details.


DocuPhase Features

Devices
Business size
S M L
Markets
United States
Supported Languages
English

Screenshots

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

DocuPhase Reviews for UK Users

DocuPhase Reviews for UK Users

Overall rating
4.4
/
5 42 reviews
Excellent
21

Very good
16

Average
4

Poor
1

Terrible
0

Value for Money
4.1
Features
4.3
Ease of Use
4.3
Customer Support
4.2
88% recommended this app
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.


Everette B.

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


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


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.


Chandra W.

DocuWOW!!!


Christy V.

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

Used Daily for 1+ year
Reviewed on 05/04/2018
Review Source: 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.

Pros

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.

Cons

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.

Response from 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Everette B.

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

Used Daily for 2+ years
Reviewed on 29/03/2018
Review Source: Capterra

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 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 9.0/10

Harsha V.
Industry: Insurance
Company size: 501-1,000 Employees

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

Used Daily for 6-12 months
Reviewed on 29/03/2018
Review Source: Capterra

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

Pros

+ 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.

Cons

-> 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.

Response from 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 10.0/10

Aaron S.

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

Used Daily for 2+ years
Reviewed on 29/03/2018
Review Source: Capterra

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

Pros

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

Cons

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 .

Response from 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

Likelihood to recommend: 6.0/10

Chandra W.

DocuWOW!!!

Used Daily for 2+ years
Reviewed on 29/03/2018
Review Source: Capterra

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 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

Rating breakdown

Value for Money
Ease of Use
Customer Support

User recommendation
8.9/10
Based on 42 user ratings
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DocuPhase Pricing

DocuPhase Pricing

Starting from
N/A
Free Trial
Subscription
Value for money

Please contact Docusign directly for pricing details.

Please contact Docusign directly for pricing details.

Value for Money
4.1/5
Based on 42 user ratings
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DocuPhase Features

DocuPhase Features

API
Activity Dashboard
Analytics
Collaboration Tools
Data Capture and Transfer
Data Extraction
Data Filtering
Data Import
Data Import/Export
Data Visualisation
Document Management
Drag & Drop Interface
Monitoring
Multi-Language
Real Time Data
Real Time Monitoring
Secure Data Storage
Sentiment Analysis
Third Party Integration
Workflow Management
Features
4.3/5
Based on 42 user ratings
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Categories

Additional information for DocuPhase

Additional information for DocuPhase

Key features of 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

DocuPhase FAQs

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:

Pricing model: Subscription

Free Trial: Not Available

Please contact Docusign directly for pricing details.

Q. What are the main features of DocuPhase?

DocuPhase offers the following features:

  • 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. Who are the typical users of DocuPhase?

DocuPhase has the following typical customers:

Large Enterprises, Mid Size Business, Small Business

Q. What languages does DocuPhase support?

DocuPhase supports the following languages:

English

Q. What type of pricing plans does DocuPhase offer?

DocuPhase has the following pricing plans:

Subscription

Q. Does DocuPhase support mobile devices?

We do not have any information about what devices DocuPhase supports

Q. What other apps does DocuPhase integrate with?

DocuPhase integrates with the following applications:

Microsoft Dynamics CRM, 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:

Online Support, Phone Support, Video Tutorials