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Document Management for Educational Institutions

In today’s competitive academic environment, students and constituents expect fast service and reliable information the instant they request it. Productivity and service can be brought to a standstill by inefficient access to documents. Student services can also be compromised by lost, misplaced, and duplicated files; time-consuming searches for information; and overwhelming volumes of files that are difficult to access and prioritize. Web-based electronic document management (EDM) provides real-time, secure access to student records, application materials, HR documentation, administrative records, and other information. It provides an education document management system that ensures that your students, faculty, and staff have the ability to access and submit documents with the click of a mouse.

EDM solutions help colleges and universities to:

  • Assure privacy while avoiding data loss and redundancy;
  • Minimize errors from manual data entry;
  • Maximize productivity and speed; and
  • Increase student and staff service and satisfaction.

Document Management is a launching pad for efficient workflow automatically pushing and pulling data from admissions, registrars’ offices, development, emails, faxes, and more to the right people for action at the right time. Tasks are propelled forward by business rules, removing wait times for information and decisions.

Student materials can be captured electronically at the time of application, enabling real-time processing. Administrative documentation can be pushed forward for approvals, signatures, and other required actions much more quickly. Custom letters can be issued, or calls made, based on specific data as it enters the system. In short, your pre-established business rules drive information forward, ensuring quicker and smarter decisions and better service.

Why DocFinity?

DocFinity solutions help educational institutions—from large universities to small and community colleges—work faster and smarter. DocFinity’s out-of-the-box product is a robust solution, with the flexibility to fit your unique needs. Our professional services team works closely with colleges and universities in project planning, workflow design, business continuity planning, and other services when they are needed. Our goal is to ensure that every customer’s ideals are met, if not exceeded. We work very hard to make sure this happens.

Document management, imaging, and workflow help colleges and universities offer better services while saving time and money. Since 1986, we have partnered with small and large educational institutions to help them succeed.

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2008 DocFinity User Conference

“DocFinity allows us to be more efficient and customer-focused. We are able to manage critical processes within Student Services by leveraging staff to meet the higher volumes during peak registration cycles and offer streamlined services for document intake for our students. Budget cuts have limited our staff resources; consequently we need to be more efficient with the staff resources that we have. With DocFinity, we can better serve our students because we can process information more quickly.”

~ Chuck Zettler, Director of Information Technology Project Management at Palm Beach Community College

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