DocFinity Review - why 4 stars?

Shlomi Lavi / updated: Sep 23, 2022

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What is DocFinity?

DocFinity is both cloud-based and on-premise document management solution that is designed to help organizations manage their documents and avoid too many paperwork. On-premise deployment can be done on either windows machines or the Mac machines. DocFinity allows the organization to have an organized file system which documents can be saved and retrieved easily without wasting time.

The cloud-based deployment allows the users to access their document even in remote areas. The significant features offered by DocFinity are documented archiving, file recovery, and document retention, among others. Optical Image Technology is a company that develops and distributes DocFinity. The company is based in the United States and has been operating since 1986.

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Who is it best for?

Customers of the software include small and medium businesses as well as large enterprises. Major industries where it has seen deployment include healthcare and hospitality, education, insurance, government, technology, financial services, and others. Some major customers of the software include Loyola University Chicago, Kemper Insurance, and Panhandle Farmers Mutual Insurance Company etc.

Main features and functionalities

DocFinity offers automatic indexing of documents along with dynamic validation. In order to pull associated data from third party applications, the software can be configured with data sources. Conversion is offered from paper to digital documents through the scanning service. It also offers complete visibility into documents as PDFs along with annotation capabilities.

DocFinity features full text searching capability along with drilling down of folders and checklist searching. These factors can also be combined to provide more advanced search. Any file type can be imported into the system or process including files from third party systems. Other important capabilities include task assignment and monitoring, load balancing, version control, and integration with MS Office.

What is the actual cost?

ITQlick pricing score is 4.4 out of 10 (10 is most expensive). Access ITQlick pricing guide for DocFinity. You can also find here pricing information from DocFinity's website.

Pros

• DocFinity is a flexible document management solution with cloud and on-premise options
• The software is easy to use and understand
• DocFinity can handle large amounts of processing and supports integration

Cons

• Complex workflows on DocFinity can take up long periods
• The software does not have smart sorting and template features

How it stacks up?

Access a head to head analysis of DocFinity vs alternative software solutions.

Frequently Asked Questions (FAQs)

Is DocFinity right for you or your business?

DocFinity is a document management solution for customers in state & local governments, healthcare, higher education, transportation & logistics, manufacturing, etc. The platform is highly scalable for businesses and organizations of all sizes.