DocuPhase Reviews

If we had not had DocuPhase's electronic invoice workflow before Covid, it would have been challenging with our existing manual invoice approval process. Our employees love it!!

I can not think of anything that I dislike about Docuphase. It has helped our AP processes so much!!

DocuPhase took an extremely time-consuming and manual process of invoice approval and made it so much better. Our employees love it!!

The Automation of Flow once the Invoice has been Captured and it cycles to the correct distribution avenue, whether it is for billing or compliance. This automation has helped with unneccessary expenses.

I am unhappy with receiving a voice mailbox as the response when calling the customer service line. Need to get more support individuals to help operate the customer service line.

We do not use the AP Automation Process. We at FCS use the Docuphase Progression for our Invoicing and Compliance function in our business. Yes, this has helped our performance with automation.

The advance work que is the most convenient

There is really nothing i dislike it is a user friendly program.

How easy it is to look up information.

The ability to change and implement a process or form has been a tremendous benefit to us. During the pandemic, this ability is invaluable as it has allowed us to become a remote team very easily. Not only are we able to access records remotely, but we're able to collect signatures and process onboarding paperwork in a virtual environment. We have recently changed our services areas, which included closing several locations while opening new locations. DocuPhase allowed me to make these changes so that our workflow was not affected by the new areas, within hours.

We initially looked at DocuPhase for document management, but that is only the tip of the iceberg. I have never seen a software with the ability to change so much, so easily. I also feel like I have friends at DocuPhase. When I have questions or need help with something, maybe just an idea about how I could approach something, I've always been able to reach someone by email or phone pretty quickly. It's not like calling into a call center, I feel like I'm calling my personal support team. If someone doesn't know an answer, they get with colleagues and get the information.

Currently, we manage all of our wireless phone lines in DocuPhase. Each of our locations are able to see in real time what phone lines are assigned to their locations. If they need to change something or order new equipment, they only need to look up the form, enter the changes they need and submit it. Not only does it notify the necessary people to make the changes or order equipment, it also retains the form in the process until the line is no longer in use. This allows us to locate phone numbers quickly, track equipment, review expense by location, retain the history of the equipment including who it's been assigned to, plus any other valuable information. Prior to DocuPhase, this was all maintained on a spreadsheet and emailed multiple times, this process design was suggested by a DocuPhase team member. We're also tracking auto insurance, company assets and contracts/leases using the same design. In creating these processes, I eliminated the need to purchase two additional tracking software.

I wish there was more advanced training. The initial training is amazing and there is a lot of information. When you leave, you're ready to build the world. After a couple of years, you're kind of used to building things a certain way. As DocuPhase grows and evolves, so does their training. It's redundant to take the initial training again, but refresher or update courses would be very beneficial.

When you purchase DocuPhase, plan your implementation carefully. The DocuPhase side of implementation is beautiful, but the hard part is deciding what to implement, what content you need to store and how you plan to access it. I also recommend including all of the users in a process, not just one person. If you go into it with one person's ideas and no other input, you will run into issues. DocuPhase can only implement what you give them, your initial processes need to be strong or as soon as you put them in progression, you will definitely see the issues.

We have automated onboarding and status changes for employees and contractors, purchase orders - from requests through payment, accounts payable invoices, wireless equipment, tracking identification badges and replacements, check requests and payroll adjustments, pto requests, voided checks and unclaimed property tracking, vendor management, accident reports and many others.

The largest benefit has been accountability and ease of access. DocuPhase made peoples jobs a lot easier, which made their work a lot more valuable and more efficient. Before we would hear "I emailed that a week ago" or "I never received that", now the work items are in a process that not only makes it clearer who did or didn't do something, but it ensures that no one forgets to do something because it's right there on their work list. Our overall efficiency and trust has improved, now instead of thinking of what someone didn't do, the first thought is why can't I see it in DocuPhase, what happened. DocuPhase gave us the tools to work together better and encourages creative collaboration. All of our users know that if they think there is a better way or something needs to be changed, they just need to voice it. If it's a good change, we implement it. People feel valued and important, they're not just users, they actually have input and are a part of the whole process not just the task they're assigned.

The way this product his streamlined our operations, made filing obsolete, made being able to search and find a document instantaneous. Not to mention the staff who are above awesome in every way and responsive and so knowledgeable. The way tasks have been automated is just crazy. Such an efficient tool.

I really can think of nothing negative to say.

If you are in anyway hesitating, don’t. This change the entire face of our company in our efficiencies. Not to mention the quality of our work and controls over all of our work products.

On boarding in HR, tracking critical tasks and making sure we’re meeting and exceeding deadlines, fingertip availability of all documents nationwide.

I was the first user for our company seven years ago and I I still use DocuPhase daily. The program is intuitive, versatile, and dependable.

There is very little to dislike about the program. I would like to use an index field as a stamp.

This product is so easy to use.

In addition to ECM, we are using the Workflow to send AR invoices with attachments that were saved at an earlier time. This workflow saves hours of manual work.

Drag and Drop feature makes it very easy to access.

When I call for help, I don't always get the best answers.

Take a look at the whole package and you find that it is as good as anything on the market today.

Getting rid of all this paper.

makes it easy to collaborate now that many of us are working remotely. Also the app helps us stay more organized with data we share with users.

what I dislike about this product is not much.

overall application is good. support sometimes take too long to resolve issues when we call support.

One problem it is solving for us is being able to have a centralized location for everyone to access data. One benefit is that it is helping us keep more organized now that many users are accessing data from different remote locations.

We originally started using this for online document storage for our invoices to speed up the Audit process. Later we really started to see the advantages when we implemented automated processes for invoice approval.

The Implementation takes 30 - 60 days so there is a process to get up and running. It's to be expected but the training and time the team took to ensure we were properly set up is worth the wait.

Invoice Automation and online document storage for historical access and audits

Docupase has been able to streamline our AP processes with ease of use. I like how well it has integrated with our ERP system speeding up the workflow process.

Being able to edit templates in DocuPhase is not the easiest thing once the original invoice has been submitted. Even reaching out to support we have had issues accomplishing this task.

DocuPhase solves the workflow we have for A/P processes. Integrating with our ERP system it allows us to process PO's knowing that items are open and pending billing.