Overview
What is DocFinity?
DocFinity is a document management solution that aims to streamline document processes, enhance productivity, and improve efficiency for organizations of all sizes. According to the vendor, DocFinity provides the necessary tools and features to effectively manage documents, catering to a wide range...
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Product Details
- About
- Tech Details
What is DocFinity?
DocFinity is a document management solution that aims to streamline document processes, enhance productivity, and improve efficiency for organizations of all sizes. According to the vendor, DocFinity provides the necessary tools and features to effectively manage documents, catering to a wide range of professions and industries.
Key Features
Capture: According to the vendor, DocFinity offers automation capabilities for capturing and indexing files into the system using various importers, email integration, OCR, and intelligent capture options.
Process Automation: DocFinity provides functionality for standardizing and expediting processes through automation, including robust BPM/Workflow and eForms features, as stated by the vendor.
Integration: The vendor claims that DocFinity can be seamlessly integrated with core business applications using APIs and other integration tools.
Compliance & Security: According to the vendor, DocFinity offers features for automatically applying retention rules to documents, controlling file access and manipulation at the group level, and providing audit trails to track file activity.
Performance Measurement: DocFinity allows organizations to monitor system health, performance, workflow productivity, and application efficiency, according to the vendor.
Scalable Deployment: The vendor states that DocFinity offers a scalable deployment option, allowing organizations to meet their growing needs and choose between on-premise and Software-as-a-Service (SaaS) deployment.
Full Documentation and Technical Support: According to the vendor, DocFinity provides comprehensive documentation on all modules, releases, and updates, along with technical support from their staff.
Integration with Existing Systems: The vendor claims that DocFinity enables seamless integration with existing systems through published Web services/APIs, facilitating the smooth flow of information.
Capture and Indexing Automation: According to the vendor, DocFinity offers features for automating the import and categorization of files, including high-speed importers, email integration, OCR, and intelligent capture options.
Search and Retrieval: DocFinity provides robust search and retrieval capabilities, allowing users to perform keyword searches across databases and archives, as well as conduct full-text searches within documents, according to the vendor.
DocFinity Features
- Supported: Archiving & Retention
- Supported: Audit Trail
- Supported: Collaboration Tools
- Supported: Compliance Tracking
- Supported: Customizable Templates
- Supported: Document Classification
- Supported: Drag & Drop
- Supported: File Recovery
- Supported: Offline Access
- Supported: Optical Character Recognition
- Supported: Search/Filter
- Supported: Third Party Integrations
- Supported: Version Control
- Supported: Workflow Management
- Supported: Access Controls/Permissions
- Supported: Business Process Control
- Supported: Process Modeling & Designing
- Supported: Reporting/Analytics
- Supported: Electronic Forms
- Supported: Full Text Search
- Supported: Image Editing
- Supported: Document Management
- Supported: Mobile Access
DocFinity Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
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Operating Systems | Web-Based, Mac, Windows, Linux |