Though every boarding school is unique, they all share a common challenge: make the most of endowments, donations, and tuition dollars while keeping responsiveness to parents and students immediate. DocFinity helps you automate, standardize, simplify, and expedite the flow of information and task completion across the institution. At the same time, you’ll better control your student, staff, and donor documentation; prevent redundancy and errors; and leverage the information stored in your student information system (SIS) and other applications.
DocFinity intelligently captures documents, images, media, and other electronic files in their native/original digital format. It then extracts data from these files to send to your core applications or used for indexing and storage.
Ease future retrieval, automating retention efforts,
and triggering workflows.
Access admissions packets, financial aid eligibility,
email and phone correspondence, tuition
statements, transcripts, and almost anything
you might need or imagine quickly and securely.
Create comprehensive, up to date, and complete
candidate or donor folders, making them available
for secure access from within your SIS.
Manage documents and processes throughout the
school, including invoices, contracts, donor forms,
Instant, shared access to information; a decreased need for storage space; and automated processing and workflow will positively affect the bottom line in every department.
You can start using DocFinity in one department, then extend it to other departments as you’re ready. In addition, the turn-key system allows you to activate unused modules immediately upon purchasing a license.
Connecting Silos and Systems:
Because DocFinity integrates with your student information, accounting, HR, and other applications, you’ll optimize your existing investments even as you achieve greater efficiencies throughout the school.