DocFinity

DocFinity

Optical Image Technology
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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

Integrify is a low-code, cloud-based workflow automation platform that helps businesses build automated processes, design dynamic forms, create self-service portals and dashboards, track performance, and review activity audit trails. Thanks to our open API, Integrify can integrate with most enterprise applications like ERP, CRM, HRIS, etc. That means our customers can freely move data between systems as part of any process. We also offer a dedicated account manager, full implementation services, and coaching to help make every automation project successful. -Unlimited Forms -Unlimited Processes -Unlimited File/Document Storage -Unlimited Transactions/Requests -Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self-Service Portal -API Integration -Free Workflow App Starter Templates -Dedicated Account Manager

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 Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Businesses seeking a next-generation enterprise content management solution

Audience

Medium to Large enterprises across all industries

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

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Version Not Supported
Free Trial 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:

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Reviews/Ratings

Overall 4.7 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • #1- It helps businesses to run more efficiently. #2- Its reports feature helps us to understand and monitor business growth. #3- Works seamlessly and helps to automate workflow.
  • Integrify is a resourceful tool it makes effective automated workflow. It's very easy to make business workflow automated operational. Shares powerful reports to analyze.
  • - Be it finance, IT, HR or anything else, you can use Integrify to automate processes that you were previously using e-mails and people to do. - Can be a blessing for teams where peer reviewing is necessary and so many people have to participate in a process at different stages.

Cons

  • #1- We had an overall positive experience with it.
  • Integrity worked great for me. It's an excellent tool for automation.
  • - It can take a while for all the people involved to understand and set up the software, especially if the workflow is huge. The learning curve can be steep depending on the application.

Training

Documentation Not Supported
Webinars Supported
Live Online Supported
In Person Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Optical Image Technology
Founded: 1986
www.docfinity.com

Company Information

Integrify
Founded: 2002
United States
www.integrify.com

Alternatives

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Categories

Categories

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

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 Supported
Business Process Automation Supported
Business Rules Management Supported
Collaboration Supported
Process Change Tracking Supported
Process Mapping Supported
Process Modeling & Design Supported
Visual Workflow Management Supported

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Supported
Compliance Tracking Supported
Controls Testing Supported
Environmental Compliance Supported
FDA Compliance Supported
HIPAA Compliance Supported
Incident Management Supported
ISO Compliance Supported
OSHA Compliance Supported
Risk Management Supported
Sarbanes-Oxley Compliance Supported
Surveys & Feedback Not Supported
Version Control Supported
Workflow / Process Automation Supported

Forms Automation Features

Approval Process Control Supported
Archiving & Retention Supported
Collaboration Supported
Document Indexing Supported
Drag & Drop Supported
Full Text Search Supported
Remote Document Access Supported
Rules-Based Workflow Supported
Text Editing Supported
Version Control Supported

Workflow Management Features

Access Controls/Permissions Supported
Approval Process Control Supported
Business Process Automation Supported
Calendar Management Supported
Compliance Tracking Supported
Configurable Workflow Supported
Customizable Dashboard Supported
Document Management Not Supported
Forms Management Supported
Graphical Workflow Editor Supported
Mobile Access Supported
No-Code Supported
Task Management Supported
Third Party Integrations Supported
Workflow Configuration Supported

Integrations

Microsoft SharePoint Supported
Deltek Costpoint Not Supported
GovWin IQ Not Supported
IBM Cognos Analytics Not Supported
Microsoft 365 Supported
Microsoft Dynamics 365 Not Supported
Okta Not Supported
Oracle Cloud Infrastructure Not Supported
Oracle PeopleSoft Not Supported
Planview Portfolios Not Supported
SAP CRM Not Supported
SAP Concur Not Supported
SAP Crystal Reports Not Supported
Sage Accounting Not Supported
Salesforce Not Supported
Slack Not Supported
Tableau Not Supported

Integrations

Microsoft SharePoint Supported
Deltek Costpoint Supported
GovWin IQ Supported
IBM Cognos Analytics Supported
Microsoft 365 Not Supported
Microsoft Dynamics 365 Supported
Okta Supported
Oracle Cloud Infrastructure Supported
Oracle PeopleSoft Supported
Planview Portfolios Supported
SAP CRM Supported
SAP Concur Supported
SAP Crystal Reports Supported
Sage Accounting Supported
Salesforce Supported
Slack Supported
Tableau Supported
Claim DocFinity and update features and information
Claim DocFinity and update features and information
Claim Integrify and update features and information
Claim Integrify and update features and information