Take your business paperless with the industry's best document management solution.

Eliminate the endless search for documents with DocuPhase’s easy-to-use cloud-based solution. Digitally secure your files and data within a single, intuitive interface.

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Auto-Indexing

Save time with pre-set tags and indexing terms to be assigned to your incoming files automatically with the help of artificial intelligence (AI) and machine learning.

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Cloud-Hosting

Increase platform stability and security with cloud-hosting. Benefit from dedicated data center support staff that reduces the burden on your IT and eliminates the costs of hardware and on-site storage.

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Integration Friendly

Push and pull data from multiple sources and ensure that it is updated across all systems with hundreds of compatible ERP integrations including NetSuite, Dynamics, Sage, and more!

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Data Capture

Replace manual data entry with smarter Optical Character Recognition (OCR) technology that intelligently reads and interprets specified data from incoming documents.

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Custom Permissions

Safely store sensitive information with advanced and highly customizable security protocols. Grant variable access with tiered permissions that you determine.

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Advanced Search Functions

Quickly find the exact information you need amidst thousands of files with keyword and configurable search functions, making  that make document retrieval easier than ever before.

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Automatic File Routing

Say goodbye to stacks of paper and messy email threads. Easily share information throughout your entire organization with custom workflows to fit your unique needs. 

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Anytime, Anywhere Access

Empower your team to work and collaborate more effectively from wherever they may be with 24-hour secured access to documents and data.

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CUSTOMER HIGHLIGHT

"DocuPhase has been such a tremendous savings on labor. Having these solutions in place makes life so much easier."

- SUBASH GHAMANDI, Senior Innovations Manager, Orange Lake Resorts

Explore how Orange Lake Resorts digitized record-keeping and revolutionized their document processes with the help of DocuPhase.

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Forms

 

SIMPLIFIED FORM BUILDING

Collect information easily with web forms.

Easily capture business-critical data without the hassle of paper. Create, deploy, and manage electronic forms that route directly into your document management system. 

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ROUTE FILES WITH EASE

Automate approvals with workflow automation.

DocuPhase’s workflow automation software allows you to map, manage, and integrate custom workflows into your organization regardless of department or industry.

Replace slow and costly manual tasks and transform your day-to-day processes.

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Workflow

 

FEATURED RESOURCE

9 Steps to Optimizing Your Document Management Process

Traditionally, document management solutions only really scan and archive documents, but that’s just the beginning. Elevate your current document management processes to the next level with these 9 steps.

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Let's simplify your business together.

Fill out the form to schedule a discovery call with one of our automation experts today! We can't wait to connect.