Scan, upload, and import documents to store and easily retrieve them in the future.
Provide anytime, anywhere access to documents, data, and real-time reports.
Minimize security risks by controlling levels of access to critical files and content.
Eliminate repetitive tasks, standardize processes, and confidently manage record disposition.
Digitally connect documents with the data held in your core applications.
Unlike other vendors who only offer a subset of their product suite in the cloud, you can license the entire DocFinity suite with your SaaS subscription. The DocFinity Cloud software stack gives you access to all the core capabilities of the DocFinity system plus BPM/Workflow, Records Management, eForms, Dashboards and more to meet your growing needs.
Simplify document imaging and capture of your paper-based and digital content. DocFinity automates the capture and indexing of files into your system using high-speed importers, email integration, OCR, and intelligent capture options.
Utilize our APIs and other integration tools to connect DocFinity with virtually any core business application you're running. Web Service APIs and Microsoft Office Integration are included with the DocFinity Core.
Quickly find the files you need using keyword searches of active databases and archives. Flexible options allow you to use any combination of full text, drill down, or checklist searches of document text, metadata, and other content.
Automatically apply retention rules to documents as they're categorized during the indexing process. Then control file access, downloading, manipulation, and printing of documents at the group level and view audit trails to drill into all activity around files.
Standardize and expedite processes by automating the movement of data and files to people and systems. Easily design, improve, and trigger entire processes using our intuitive drag-and-drop workflow designer and eForms functionality.
See how your business is performing in real time and avoid bottlenecks. Monitor activity within DocFinity—such as system health and performance or workflow productivity—and keep your applications, importers, servers, and repositories running smoothly.
Search for documents, upload files, complete job queue tasks, and authorize approvals from the browser on your smartphone or tablet. No app to download or manage. Even check on system and hardware performance and productivity on the go.