DocuWare vs. Fortra’s Automate

We currently have a scenario where we print 1,000 documents per month, one for each resident. Because of DocuWare's ability to process barcodes, we dump that pdf to DocuWare and it files it into each resident's account. We then run scripting to add each of those documents to our cloud-based property management software. Saves having to process one document at a time per resident.

Incentivized

It's great for repetitive or regularly scheduled activities like reports or file transfers. However, it's not so good for on-demand activities. It doesn't support task shortcuts to run specific tasks. If it did it would be perfect.

Incentivized

• OCR is very good
• Support
• Ease of use

Incentivized

• Very detailed task builder. Easy to read step by step a task's operation even if you don't have much programming knowledge.
• Scheduling for automation jobs is very flexible. Allows us to create all kinds of job schedules as needed.
• Organization of jobs, tasks, conditions is done well. Allows us to easily manage our items.

Incentivized

• No active directory integration, this doubles up user management.
• No Outlook integration. Would be nice to be able to interact with Docuware from email.
• No mobile application. We have many remote users that would benefit from this.

Incentivized

• A reporting capability on tasks: enabled, disabled, by folder, by trigger, etc. Currently there is none.
• An "OR" in their conditional statements - currently there is only "AND".
• Some kind of temporary backup when changing a task - separate from the current back up/restore functionality (which works well).

Incentivized

Docuware has become a vital part of our organization.

Incentivized

Fairly intuitive for average users.

Incentivized

It's just very easy to use, extremely versatile, and very reliable. It's hard to find use cases where it won't work.

Incentivized

We use a third-party company to assist in the support process, and they have been great to work with. Quick turn around on issues and almost immediate communication concerning support tickets. They are more than willing to consult with our IT partners as well, which is a must for our business.

Incentivized

Support is very helpful and responsive, although using the tool is very user-friendly, so I hardly use the service.

Incentivized

Managing documents and processes are very similar. The added value of Docuware Cloud is seen in the administrative management and the investment cost.

Incentivized

Incentivized

• Allowed us to do multiple hours less data entry per client/per week.
• ROI very quickly.
• Package is customizable so you can scale as needed.

Incentivized

• It's been a net positive as AutoMate requires less eyes on specific tasks so that people can focus attention elsewhere and do more analysis.
• Less manual work also decreases the chances of mistakes and/or missed jobs. Since Automate can schedule everything, send email notifications, etc., there is less time wasted.

Incentivized