DocFinity

Comprehensive Capabilities

CAPTURE

In addition to scanning and uploading documents, use DocFinity to automate the capture and indexing of files into system, including various high-speed importers, email integration, OCR, and intelligent capture options.

SEARCH & RETRIEVAL

Find files using keyword searches of active databases and archives. Full text search finds documents containing a word or phrase, or finds a word or phrase within a document.

PROCESS AUTOMATION

Standardize and expedite processes by automating the movement of data and files to people and systems with our robust BPM/Workflow and eForms functionality.

INTEGRATION

Utilize our APIs and other integration tools to connect DocFinity with virtually any core business application you’re running. Web Service APIs and Microsoft Office Integration are included with the DocFinity Core.

COMPLIANCE & SECURITY

Automatically apply retention rules to documents as they’re categorized during the indexing process. Then control file access, downloading, manipulation, and printing of documents at the group level and view audit trails to drill into all activity around files.

PERFORMANCE MEASUREMENT

Monitor activity within DocFinity—such as system health and performance, and workflow productivity—as well as the efficiency of applications, importers, servers, and repositories.