DocFinity Overview

DocFinity is a powerful document management software designed to help organizations streamline their document workflows and improve information accessibility. This platform offers features such as document capture, version control, and secure storage, enabling businesses to manage their documents efficiently. With DocFinity, users can easily organize, retrieve, and share documents, enhancing collaboration and reducing operational inefficiencies. The software’s intuitive interface allows for quick access to vital information, ensuring compliance with regulatory standards. Ideal for organizations seeking to enhance their document management practices, DocFinity empowers businesses to optimize information flow and drive productivity.

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DocFinity Screenshot & Video

Contact Details

  • Vendor Name Optical Image Technology
  • Founded 1986
  • Location United States

Support

  • 24x7 Support 24x7 Support
  • Email Email
  • Phone Phone
  • Knowledge Base Knowledge Base
  • FAQs/Forum FAQs/Forum

Training

  • In-person In-person
  • Live Online Live Online
  • Webinar Webinar
  • Videos Videos

Licensing & Deployment

  • Proprietary Proprietary
  • Cloud Hosted Cloud Hosted
  • Web-Based Web-Based

Typical Customers

  • Self-Employed Self-Employed
  • Small-Business Small-Business
  • Midsize-Business Midsize-Business

Languages Supported

English


Industries

Insurance

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DocFinity Features

  • Arrow Icon Electronic Signature
  • Arrow Icon Version Control
  • Arrow Icon Search/Filter
  • Arrow Icon Approval Process Control
  • Arrow Icon Document Capture
  • Arrow Icon Commenting/Notes
  • Arrow Icon Task Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon File Sharing
  • Arrow Icon Audit Trail
  • Arrow Icon Compliance Tracking
  • Arrow Icon Alerts/Notifications
  • Arrow Icon Activity Tracking
  • Arrow Icon File Recovery
  • Arrow Icon Archiving & Retention
  • Arrow Icon Offline Access
  • Arrow Icon Document Generation
  • Arrow Icon Drag & Drop
  • Arrow Icon Secure Data Storage
  • Arrow Icon Content Management
  • Arrow Icon Document Storage
  • Arrow Icon Forms Management
  • Arrow Icon Email Management
  • Arrow Icon Document Classification
  • Arrow Icon Document Review
  • Arrow Icon Tagging
  • Arrow Icon Business Process Automation
  • Arrow Icon Drag & Drop
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Reporting/Analytics
  • Arrow Icon Configurable Workflow
  • Arrow Icon Process Change Tracking
  • Arrow Icon Business Process Control
  • Arrow Icon Forms Management
  • Arrow Icon Customizable Templates
  • Arrow Icon Workflow Management
  • Arrow Icon No-Code
  • Arrow Icon Third Party Integrations
  • Arrow Icon Approval Process Control
  • Arrow Icon Collaboration Tools
  • Arrow Icon Document Storage
  • Arrow Icon Process Modeling & Designing
  • Arrow Icon Task Management
  • Arrow Icon Audit Trail
  • Arrow Icon Customizable Fields
  • Arrow Icon Monitoring
  • Arrow Icon Email Management
  • Arrow Icon Data Visualization
  • Arrow Icon Calendar Management
  • Arrow Icon User Management
  • Arrow Icon Graphical Workflow Editor
  • Arrow Icon Forms Automation
  • Arrow Icon Image Editing
  • Arrow Icon Search/Filter
  • Arrow Icon Calendar Management
  • Arrow Icon Content Publishing Options
  • Arrow Icon Customizable Templates
  • Arrow Icon Drag & Drop
  • Arrow Icon Website Management
  • Arrow Icon Activity Dashboard
  • Arrow Icon Audio File Management
  • Arrow Icon Electronic Forms
  • Arrow Icon Reporting & Statistics
  • Arrow Icon Metadata Management
  • Arrow Icon Version Control
  • Arrow Icon Document Management
  • Arrow Icon Customizable Branding
  • Arrow Icon WYSIWYG Editor
  • Arrow Icon Text Editing
  • Arrow Icon Content Library
  • Arrow Icon SEO Management
  • Arrow Icon Video Support
  • Arrow Icon Multi-Language
  • Arrow Icon Engagement Tracking
  • Arrow Icon Collaboration Tools
  • Arrow Icon Workflow Management
  • Arrow Icon Full Text Search
  • Arrow Icon Secure Data Storage
  • Arrow Icon Electronic Signature
  • Arrow Icon Archiving & Retention
  • Arrow Icon Digital Asset Management
  • Arrow Icon Document Management
  • Arrow Icon Collaboration Tools
  • Arrow Icon Search/Filter
  • Arrow Icon Content Management
  • Arrow Icon Version Control
  • Arrow Icon Approval Process Control
  • Arrow Icon Information Governance
  • Arrow Icon Mobile Access
  • Arrow Icon Access Controls/Permissions
  • Arrow Icon Single Sign On

DocFinity Pricing

Pricing Type

  • Pricing Type Contact Vendor

Preferred Currency

  • USD ($) USD ($)

Free Trial

  • NA

Free Version

  • NA

Payment Frequency

  • NA

DocFinity FAQs

DocFinity is a powerful document management software designed to help organizations streamline their document workflows and improve information accessibility. This platform offers features such as document capture, version control, and secure storage, enabling businesses to manage their documents efficiently. With DocFinity, users can easily organize, retrieve, and share documents, enhancing collaboration and reducing operational inefficiencies. The software’s intuitive interface allows for quick access to vital information, ensuring compliance with regulatory standards. Ideal for organizations seeking to enhance their document management practices, DocFinity empowers businesses to optimize information flow and drive productivity.

  • No, DocFinity does not offer a free version.

  • Yes, DocFinity offers a free trial.

  • No, Credit Card details are not required for the DocFinity trial.

  • No, DocFinity does not offer an API.

  • DocFinity offers support with the following options:
    • 24x7 Support , Email , Phone , Knowledge Base , FAQs/Forum

  • DocFinity offers training with the following options:
    • In-person , Live Online , Webinar , Videos

  • DocFinity supports the following languages:
    • English

  • Following are the typical users of the DocFinity:
    • Self-Employed , Small-Business , Midsize-Business

  • DocFinity supports the following deployment:
    • Cloud Hosted

  • DocFinity supports the following devices and operating systems:
    • Web-Based