Customer Resources

When you buy DocFinity’s award-winning solutions, you get live personal support with a dedicated representative. You'll get the attention you deserve and a partner you can trust. We also offer online knowledgebase articles, tech alerts, and other helpful information designed to help you get the most out of DocFinity. Plus you'll be part of a supportive community that is ready to offer guidance and share insights at our user conferences and through our Customer Alliance Board.

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Quick Links for Customers

Tech Alert & Newsletter

 

We inform our customers of new product releases, patches and updated releases, new trouble-shooting techniques, and general information through our Tech Alert & Customer Newsletter emails. The target audience is the system administrators who update and maintain DocFinity. If you’re a client and would like to sign up for these periodic notifications, please email marketing@docfinity.com.

customer alliance board (CAB)

CAB was created to foster collaboration and networking among OIT customers. The primary objective of CAB is for customers to share their ECM knowledge and expertise. The direct sharing of customer-to-customer experiences and usage of the DocFinity product allows customers to learn from each other as well as promote functional and operational efficiencies. CAB members share both their positive and negative experiences with OIT management to assist with the architecture, features, and direction of the DocFinity product.

CAB members:

  • Review changes and provide feedback to OIT as DocFinity features and requirements are developed
  • Commit to meeting once a month via teleconference to network and share information
  • Collaborate to develop webinars and other educational materials about ECM for DocFinity clients
  • Post best-practice articles, past webinars, and other information on the DocFinity Knowledge Base

Contact Us.  We'll show you more.

 

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100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

Support when you need it

Get answers from your dedicated DocFinity support team member.

ECM solutions

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241