Skip to main content
TrustRadius
DocAgent

DocAgent

Overview

What is DocAgent?

DocAgent by Digital Designs, Inc. is a document management portal and core software platform designed to meet the needs of small to large-sized businesses. It caters to various professions and industries, including accounting and finance, human resources, healthcare, legal, and manufacturing. According...

Read more
Recent Reviews
TrustRadius

Leaving a review helps other professionals like you evaluate Document Management Systems

Be the first one in your network to review DocAgent, and make your voice heard!

Return to navigation

Pricing

View all pricing
N/A
Unavailable

Sorry, this product's description is unavailable

Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

Would you like us to let the vendor know that you want pricing?

Alternatives Pricing

What is PinPoint DMS?

PinPoint DMS, from LSSP Corporation, is presented as a fully customizable, non-technical approach to storing and editing files with built-in workflow, onboarding, and retention management.

What is CB Replicator?

A major problem of storing Dynamics 365 documents in SharePoint is the missing synchronization of privileges and permissions. This allows unauthorized SharePoint users to access private documents and sensitive data even if they don’t have CRM privileges to do so. CB Replicator, is an out-of-the-box…

Return to navigation

Product Details

What is DocAgent?

DocAgent by Digital Designs, Inc. is a document management portal and core software platform designed to meet the needs of small to large-sized businesses. It caters to various professions and industries, including accounting and finance, human resources, healthcare, legal, and manufacturing. According to the vendor, DocAgent provides a cloud-based solution that allows organizations to securely store, retrieve, and organize documents from any device, anytime, and anywhere. It offers a range of features, including easy implementation, automatic data capture, real-time sync, and robust security measures, making it a potential choice for businesses seeking efficient and streamlined document management.

Key Features

Cloud computing: According to the vendor, DocAgent is a cloud-based document management portal and software platform that enables organizations to securely store, retrieve, and organize documents in the cloud. It is designed to provide easy access and collaboration from any device, anywhere, eliminating the need for physical storage.

Payment options: The vendor states that DocAgent offers flexible payment processing options and can adapt its payment platform to cater to various industries. It is designed to ensure secure payment processing and supports different payment methods, including electronic payments.

Easy implementation: According to the vendor, DocAgent is built on .NET architecture, making it easy to implement and integrate with existing systems. It is designed to seamlessly integrate with popular ERP systems such as MS Dynamics GP, Infor, and Oracle NetSuite. The platform can be customized to meet specific business needs and workflows.

Automatic data capture: The vendor claims that DocAgent's Intelligent Data Capture (IDC) module leverages advanced technology to capture and process data from documents. It utilizes ABBYY FlexiCapture software for accurate and scalable data capture, aiming to eliminate manual data entry and improve efficiency.

Go paperless: According to the vendor, DocAgent enables businesses to go paperless by digitizing and storing documents electronically. It aims to eliminate the need for physical document storage, potentially reducing costs and improving accessibility. Going paperless may also support sustainability efforts and reduce the environmental impact of document management.

Real-time sync: The vendor states that DocAgent ensures real-time synchronization between systems and key outside resources. It aims to facilitate seamless communication and data exchange with external platforms and services, ensuring that information is always up-to-date and accessible across different systems.

Security: According to the vendor, DocAgent prioritizes document security and employs high-level encryption schemes to protect sensitive data. It is designed to securely create and transmit files and payment files, ensuring confidentiality and integrity. The platform provides secure access controls, user authentication, and audit trails to track document activities.

Workflow management: According to the vendor, DocAgent manages company AP invoice automation workflow rules, aiming to streamline document-driven business processes with automation technology. It aims to keep workflows running according to plan, potentially improving productivity and reducing manual effort.

Communication management: The vendor claims that DocAgent acts as a communication hub, facilitating communication between systems and external resources. It is designed to ensure seamless integration and data exchange with remote sites and external partners, including key resources such as MasterCard and DDI's Document vault.

Formserverâ„¢: According to the vendor, DocAgent's Formserverâ„¢ is a laser printing solution that replaces costly pre-printed forms with efficient laser forms. It links traditional application output to electronic overlays, enabling customized form generation. Formserverâ„¢ aims to improve printing efficiency, reduce costs, and enhance the flexibility of form creation.

DocAgent Features

  • Supported: Archiving & Retention
  • Supported: Collaboration Tools
  • Supported: Compliance Tracking
  • Supported: Document Classification
  • Supported: Document Generation
  • Supported: Electronic Signature
  • Supported: File Conversion
  • Supported: File Recovery
  • Supported: Offline Access
  • Supported: Optical Character Recognition

DocAgent Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based, Mac, Windows
Return to navigation

Comparisons

View all alternatives
Return to navigation

Reviews

Sorry, no reviews are available for this product yet

Return to navigation