Name: DocAgent
Author: Digital Designs

Help Desk

Web and Video Conferencing

Customer Support

Feature Management

Functional Testing

Mind Mapping

Development

Business Intelligence (BI)

Calibration Management

Collaboration

Dropshipping

Enterprise Search

Integrated Workplace Management (IWMS)

Intellectual Property (IP) Management

Enterprise

Accounting

Payment Gateway

Finance and Accounting

Applicant Tracking

Corporate Learning Management

Course Authoring

Employee Performance Management

HR Management

On-Demand Payment

Payroll

Resume Parsing

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

eLearning Content

Human Resources

3D Printers

3D Printing

Business Process Automation

Cloud Storage

Configuration Management

DevSecOps

Disk Cloning

Fraud Detection

IT Professional Services

Integration Platform as a Service (iPaaS)

Interoperability

Metadata Management

Network Access Control (NAC)

Network Performance Monitoring

Remote Monitoring and Management

SaaS Backup

Scale-Out Storage

Server Virtualization

Static Application Security Testing (SAST)

Storage Area Network

Test Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Ecommerce Personalization

Email Marketing

Event Management

Marketing Attribution

Marketing Automation

Search Marketing Intelligence

Social Media Advertising

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Transcription

Professional Services

Customer Relationship Management (CRM)

Sales

Secure Service Edge (SSE)

Security

Car Rental

Construction Accounting

Direct Secure Messaging

Home Health Care

Hospital Management

Medical Office EMR & EHR

Population Health Management

Veterinary

Vertical-Specific

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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.

**Formserver™**: According to the vendor, DocAgent's Formserver™ 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. Formserver™ aims to improve printing efficiency, reduce costs, and enhance the flexibility of form creation.

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Conga Composer is a document generation and automation tool designed to simplify and streamline the process of creating and distributing customized documents, presentations, and reports.

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Document management systems (DMS) encompass a set of capabilities for storing, sharing, and converting documents and files in a way that reduces dependence upon, or eliminates entirely, hardware and paper document generation and storage. Central to document management is imaging, file type conversion, versioning, and metadata management with document editing and access controls. Document management type features might also be contained in an enterprise content management (ECM) system or a digital asset management (DAM) system.

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TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

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Overview

What is DocAgent?