Enterprise content management (ECM) has come a long way from the days of simple imaging and electronic document management. We’ve made it easier to use than ever. With more core features than any competitive offering, DocFinity’s scalability translates to affordability for companies both large and small — from local start-ups to single departments to global organizations. If efficiency, productivity, process improvement, and automated, paperless collaboration are among your objectives, we can help you succeed starting with the following core capabilities.
Convert paper documents to digital files as single or multi page images, simplex or duplex, color or black and white. Scanning comes with the core and you'll never see a click charge. You can also upload digital files directly into DocFinity via your desktop or mobile device.
You can upload digital files directly into DocFinity for indexing via your desktop or mobile device.
Includes object, index, and email importers that let you automate the import of virtually any file type directly into the system or a workflow process — even files generated by other applications (like reports, invoices, letters, contracts, etc.) or held in other document management systems. Unlike our competitors, we do not charge by the importer.
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Categorize files with metadata for quick search and retrieval. DocFinity goes beyond basic field entry allowing you to use blind entry fields and dynamic validation to verify data. DocFinity can also automate indexing based on the file name or other metadata associated with the file. And you can configure fields with datasources to pull associated data from third party applications where indexing data may reside.
DocFinity enables you to make intuitive keyword searches of active databases and archives. Users pull only files and contents they’re authorized to view by entering keywords or choosing from pre-configured simple or complex searches.
Instantaneously view single documents or complete files stored in DocFinity within the system's viewer. DocFinity offers the ability to view files as PDFs and includes full annotation capabilities to redact sensitive content for unauthorized users. From here, authorized users can update metadata, check-out/in documents, download and email files, and add diary entries and notes to one or many documents.
DocFinity is a powerful tool often used to push and pull documents and data behind the scenes, keeping your staff working in their familiar systems. A simple integration enables your staff to pull a hit-list of documents or data associated with the person, account, contract, etc. on their screen with the click of a button. And all rights and privileges to view documents are upheld.
DocFinity creates an auditable trail for every event that takes place within the software. To ensure compliance, security, and accountability, the software audits all activities, including those performed by users, as well as those performed automatically by the system. Log-ins, log-outs, items viewed, items changed, emails sent, where they went, when they were sent, and more. The software also audits when processes were started, when a user reached the first steps, when steps were completed, the manner in which they were completed, and who completed them.
DocFinity manages all versions of a document by tracking changes to documents, files, metadata, and markups. It preserves the history and evolution of a document, and allows authorized individuals to recall or revert to previous versions.