DocFinity vs. Docutrax Comparison


DocFinity Optical Image Technology	Docutrax Risk Toolbox Inc.	+	+
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About DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enhance document management and business process requirements with self-service efficiency in a range of markets for accounts payable, accounts receivable, contract management, customer service, human resources, legal and IT system administration. Scan, upload, import, store and index documents, audio, video, and other content files with flexible, user-friendly search and retrieval. Make data or specific functions accessible for third-party users through intuitive gateways styled to match your company’s brand. Use drag-and-drop workflow design and digital routing to standardize movement of data to people and systems, while eliminating error-prone repetition. Connect related documents and data within business applications of all types, including Web Service APIs and Microsoft Office.	About The Docutrax online system for tracking certificates of insurance and documents is designed to successfully address best-practices risk management objectives. The system facilitates much of the repetitive, time-consuming and error-prone processes for obtaining and tracking COIs and other documents. Docutrax has been consistently proven to obtain higher rates of insurance coverage compliance at lower expense while providing previously unavailable business process efficiencies. Its highly flexible interface adapts to any business organizational requirement. Customized vendor/broker notifications and pushed email alerts to designated personnel automatically communicate with all related parties. Our professionally licensed insurance and support personnel ensure informed customer service to our client, its insureds (tenants, vendors, suuppliers, contractors, franchisees, etc.) and their insurance agents.
Platforms Supported Windows Supported Mac Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported	Platforms Supported Windows Not Supported Mac Not Supported Linux Not Supported Cloud Supported On-Premises Not Supported iPhone Not Supported iPad Not Supported Android Not Supported Chromebook Not Supported
Audience Businesses seeking a next-generation enterprise content management solution	Audience Any company at risk of liability from the actions of third-parties
Support Phone Support Supported 24/7 Live Support Supported Online Not Supported	Support Phone Support Supported 24/7 Live Support Not Supported Online Supported
API Offers API Not Supported	API Offers API Supported
Screenshots and Videos View more images or videos	Screenshots and Videos View more images or videos
Pricing No information available. Free Version Not Supported Free Trial Not Supported	Pricing $4,500 per year Both self-managed and fully-managed options are available Free Version Not Supported Free Trial Not Supported
Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software	Reviews/Ratings Overall 0.0 / 5 ease 0.0 / 5 features 0.0 / 5 design 0.0 / 5 support 0.0 / 5 This software hasn't been reviewed yet. Be the first to provide a review: Review this Software

Training Documentation Not Supported Webinars Supported Live Online Supported In Person Supported	Training Documentation Supported Webinars Supported Live Online Supported In Person Not Supported
Company Information Optical Image Technology Founded: 1986 www.docfinity.com	Company Information Risk Toolbox Inc. United States docutrax.com
Alternatives Optician Dynamics LitGrey Technologies	Alternatives SmartCompliance
Galactica The Shams Group	RiskPartner
Crown Pointe FTO Crown Pointe Technologies	TrustLayer
Tungsten Express Tungsten Automation	Constrafor
Docutrax Risk Toolbox Inc. View All	Pins Advantage View All
Categories Business Process Management Supported Content Management Supported Document Management Supported Records Management Systems (RMS) Supported	Categories Business Process Management Supported Certificate of Insurance (COI) Tracking Supported Commercial Real Estate Supported Contract Management Supported Contractor Management Supported Third-Party Risk Management Supported Vendor Risk Management Supported
Business Process Management Features Access Controls / Permissions Not Supported Alerts / Notifications Not Supported Business Process Automation Not Supported Business Rules Management Supported Collaboration Supported Process Change Tracking Not Supported Process Mapping Not Supported Process Modeling & Design Supported Visual Workflow Management Not Supported Show More Features Content Management Features Audio Content Supported Customizable Templates Supported Document Indexing Supported E-forms Supported Full Text Search Supported Image Editor Supported SEO Management Not Supported Text Editor Supported Version Control Supported Video Content Supported Website Management Supported Document Management Features Access Controls Supported Archiving & Retention Supported Collaboration Tools Supported Compliance Tracking Supported Document Archiving Supported Document Assembly Not Supported Document Capture Not Supported Document Conversion Not Supported Document Delivery Supported Document Indexing Supported Document Retention Supported Electronic Signature Not Supported Email Management Supported File Recovery Supported File Type Conversion Supported Forms Management Supported Full Text Search Supported Offline Access Supported Optical Character Recognition Supported Print Management Supported Version Control Supported	Business Process Management Features Access Controls / Permissions Supported Alerts / Notifications Not Supported Business Process Automation Supported Business Rules Management Supported Collaboration Not Supported Process Change Tracking Not Supported Process Mapping Not Supported Process Modeling & Design Not Supported Visual Workflow Management Not Supported Show More Features Commercial Real Estate Features Brand Management Not Supported Cash Flow Analysis Not Supported Critical Date Alerts Not Supported CRM Not Supported Deal Management Not Supported For Appraisers Not Supported For Brokers Not Supported For Investors Not Supported For Property Managers Supported Portfolio Management Not Supported Strategic Planning Not Supported Contract Management Features Buy Side (Suppliers) Not Supported Completion Tracking Not Supported Compliance Tracking Supported Contract Lifecycle Management Not Supported Electronic Signature Supported Full Text Search Not Supported Government Contracts Not Supported Pre-built Templates Not Supported Sell Side (Customers) Not Supported Specialty Contracts Not Supported Version Control Not Supported Workflow Management Not Supported Contractor Management Features Contractor Database Not Supported Insurance Tracking Supported License Tracking Not Supported Permit Tracking Not Supported Skills & Competencies Not Supported Task Management Not Supported Work Hour Tracking Not Supported
Integrations Microsoft 365 Supported Microsoft SharePoint Supported View All 2 Integrations	Integrations Microsoft 365 Not Supported Microsoft SharePoint Not Supported
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