DocFinity was built with simplicity in mind. If you’re a small operation with little to no IT staff, you’ll be ready to take on the system after a little training and guidance from our top-notch implementation team. And don’t worry, your dedicated support representative will help you along your journey.
If you’re part of an IT team, you’ll appreciate the simplicity and ease that DocFinity offers as you set up the system, create user groups, design eForms and Workflows, move from test to production, and maintain your instance. You’ll also have dashboards at your fingertips feeding you real-time information on how DocFinity and your other systems, servers, and repositories are performing throughout the organization.
Get more from your ECM investment with DocFinity. Built from the ground up on a modern, flexible, scalable platform, it's easy to implement and intuitive for non-IT staff to use.
Simple, fast, and secure. Scalable to meet the growing needs of your organization. Move quickly from test to production so you maximize your investment.
Be in the know. We provide full documentation on all modules, releases, and updates. Plus you'll get reliable technical support from our award-winning staff.
Integrate with existing systems. Use our published Web services/APIs to connect data and processes with DocFinity.
Reduce IT costs. Choose a deployment option that best suits your organization's needs and budgetary requirements. You can choose traditional on-premise or SaaS to reduce IT burden.
If you're looking to reduce the IT burden and minimize large upfront investments, we offer flexible SaaS options to help you deploy faster and keep costs low. When you choose DocFinity Cloud, your entire organization will benefit. You’ll enjoy:
In addition to your dedicated support representative, we also offer implementation and consulting services to ensure your success from the start. We can help you identify and develop business process requirements, design processes and eForms, and perform conversions and upgrades to meet the changing needs of your organization. All services are conducted by our very own DocFinity staff experts.
“Our role is to help [our departments] become as efficient as possible with each project. Whether that involves implementing better consistency, improving information access with deeper integrations, or process re-engineering, DocFinity has given us the tools to make a difference.”
-Shelley Butler Patrick, Team Lead in Central IT,
The Pennsylvania State University
With Dashboards, you can monitor the performance of your systems and identify bottlenecks in real time from your desktop or mobile device. You’ll be able to watch how importers, servers, and repositories are performing and make changes to optimize processes as needed. Whether monitoring DocFinity or another system, you can drill down into the details to gain insight and address concerns.