Higher Education

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Empower your staff and focus on students with DocFinity document management.

The DocFinity enterprise content management (ECM) system enables institutions to create, monitor, and optimize student-based documents, records, and back-office processes. You'll eliminate mundane tasks, standardize processes, automatically distribute work, and reuse data from other systems.

With DocFinity, you'll be able to minimize errors, improve turnaround, and achieve a greater degree of process efficiency.

Institutional Benefits

  1. Ensure privacy while preventing data loss and redundancy
  2. Manage records seamlessly and automate retention and disposition schedules.
  3. Minimize errors caused by manual data entry and accelerate your automation efforts with Intelligent Capture.
  4. Maximize productivity and efficiency and integrate it with your SIS to extend its functionality and increase the satisfaction of your students and staff members.

Comprehensive Capabilities


In addition to scanning and uploading documents, use DocFinity to automate the capture and indexing of files into system, including various high-speed importers, email integration, OCR, and intelligent capture options.


Find files using keyword searches of active databases and archives. Full text search finds documents containing a word or phrase, or finds a word or phrase within a document.


Standardize and expedite processes by automating the movement of data and files to people and systems with our robust BPM/Workflow and eForms functionality.


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.


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.


Monitor activity within DocFinity—such as system health and performance, and workflow productivity—as well as the efficiency of applications, importers, servers, and repositories.

Departmental Solutions


Centralize document access for admissions and financial aid with ECM.


Utilize workflow and eForms to ease and automate student driven processes.

Student Life

DocFinity ECM improves processes in athletics, residential life, health services and more.

Donor & Alumni Relations

Manage donor & alumni personal data, contributions, endowments and correspondence.


Leverage DocFinity ECM to centralize information campus-wide.

IT Administration

Ease configuration, workflow & form design, compliance, system maintenance, and more.

Learn More

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