Docunym

Docunym is an enterprise content management (ECM) and workflow system designed to streamline document management and automate workflows. According to the vendor, it is suitable for businesses of any size and caters to a wide range of professions and industries, including mortgage lenders and servicers, insurance carriers and MGAs, and any industry that requires efficient document management and workflow automation.

Key Features

Affordable ECM: According to the vendor, Docunym offers an affordable enterprise content management (ECM) and workflow system with no large upfront cost. It provides low monthly subscription rates and eliminates the need for expensive hardware or complicated software installation.

Web-based System: The vendor states that Docunym is a fully web browser-based document management and workflow system. It is accessible from anywhere with an internet connection and does not require any software installation. Users can access it via a web browser or integrate it into Windows Explorer using WebDAV.

Powerful Workflow Engine: According to the vendor, Docunym's table-driven business rules enable the automation of existing processes. It supports concurrent and parallel workflow, enhancing management oversight and quality control. Users can customize and configure workflow processes to meet their specific needs.

Document Imaging: The vendor claims that Docunym supports high-speed batch, single document scanning, and document imaging. It offers automatic full-text OCR for efficient data entry and document retrieval. Users can also make annotations, redactions, and view shielded documents. Documents can be uploaded through the web, secure FTP, or S3.

Integration with Other Systems: According to the vendor, Docunym provides multiple levels of integration with other systems through an open web services API. It offers integration with Microsoft Office, Loan Servicing System for mortgage lenders, and Claims, Billing, Rating/Quoting, and Policy Administration systems for insurance carriers.

Role-Based Security: The vendor states that Docunym ensures role-based security for user access control. Administrators can grant granular security controls, and mortgage lenders can provide secure investor access to specific loan portfolios. It also offers secure storage and automatic disaster recovery.

Full Audit Trails: According to the vendor, Docunym provides full audit trails to track document activities. All actions are logged in a reportable audit trail, providing easy access to loan documents for audit purposes or investor and customer requests. The system dashboard provides a real-time overview of all workflows and processes.

Data Encryption and Security: The vendor claims that Docunym ensures end-to-end encryption for all data and documents. It automatically stores data in a redundant and encrypted fashion. All connections to Docunym On-Demand are secured using HTTPS, and data backup, replication, and encryption are handled automatically by SBS.

Full-Text OCR and Search: According to the vendor, Docunym offers automatic full-text OCR of all documents for efficient data entry and document retrieval. Users can easily search and retrieve documents based on content or metadata. It supports the storage of any file type, including unstructured claims data such as video, audio, and photos.

Customizable Reporting: The vendor states that Docunym's system dashboard provides a real-time overview of all workflows and processes. Users can develop custom reports for critical KPIs without needing help from developers or IT resources. Reports can be downloaded into Excel format for further analysis and sharing. Custom reports can be created for specific industries and professions.