integration

The true power of  DocFinity is realized by integrating with your business applications, web portals, and other core systems. Working behind the scenes, DocFinity allows staff to work in their familiar environment while still providing one-click access to the content they need, when they need it. Plus you can empower staff and customers to securely upload and access information through your self-service web portal.

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Drive Organizational change

Eliminate bottlenecks and information hoarding in every department. DocFinity empowers staff throughout your organization to access content and drive processes forward. Documents, files, and other company content can be easily pulled together for exploration and analysis. Plus you'll power individual and team productivity by delivering information to the right person at the right time.

  Auto-index documents using data from other sources.

  Image-enable HR, ERP, SIS, and other applications so you can
        pull your own hit list of documents in one click.

  Give clients, employees, and partners self-service options
        through web/portal integration.

  Automate workflow steps by pulling data from other
        applications, eForms, or data sources to trigger decisions.

  Use DocFinity to monitor other systems’ fields for specific
        changes and trigger the start of a workflow process.

designed to integrate with your business systems

DocFinity features open standards to enhance communication between software systems. Easily set up seamless integration with Microsoft Office applications and other systems through DocFinity's web-services architecture and APIs. When more advanced options are needed, we also offer:

  1. DocFinity Connect integrates existing line of business applications without programming and calls documents from DocFinity with a single keystroke.
  2. Fax Integration connects DocFinity to electronic fax servers.
  3. HL7 allows healthcare facilities to integrate DocFinity with clinical applications.

Accommodating Existing ECM Systems

Though it's ideal to migrate all of your necessary documents, files, and associated metadata from the  original system to DocFinity, it isn't always feasible.  If you are retiring an ECM system  but would like to leave your documents in their current storage location, DocFinity can import just the desired metadata  and the pointers to all associated documents that are  still housed in the previous locations.

 

If you are continuing to use your current content management system along with your new DocFinity solution, you can leverage a plug-in that allows you to import the document's data while leaving the document itself in your existing repository.

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Though it's ideal to migrate all of your necessary documents, files, and associated metadata from the  original system to DocFinity, it isn't always feasible.  If you are retiring an ECM system  but would like to leave your documents in their current storage location, DocFinity can import just the desired metadata  and the pointers to all associated documents that are  still housed in the previous locations.

 

If you are continuing to use your current content management system along with your new DocFinity solution, you can leverage a plug-in that allows you to import the document's data while leaving the document itself in your existing repository.

reveal the whole story with system integration

Gain greater insight by integrating applications & content across your organization.

ECM solutions

  Auto-index documents using data from

        other sources.

  Image-enable HR, ERP, SIS, and other
        applications so you can pull your own hit list
        of documents in one click.

  Give clients, employees, and partners self-
        service options through web/portal
        integration.

  Automate workflow steps by pulling data
        from other applications, eForms, or data
        sources to trigger decisions.

  Use DocFinity to monitor other systems’
        fields for specific changes and trigger the
        start of a workflow process.

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241