Resource Library

These webinars, white papers, and ebooks from the DocuPhase team will help you learn about automation, DocuPhase & process improvement. Education is the first step in your journey towards Digital Transformation.

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DocuPhase

A leader in Enterprise Automation software, DocuPhase delivers document management, workflow automation, and capture tools designed to help your enterprise stay organized and meet evolving technology and business needs.

Posts by DocuPhase

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[Webinar] Unwrap the Future of Finance: Trends That Will Transform Your 2025

By |  Webinars

Join experts Mark Brousseau and Jon Titel as they unwrap trends set to impact 2025, sharing insights to navigate change and position your team for success.

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[Infographic] The Real Cost of Inefficient Paper Processes

By |  White Papers

Uncover the hidden costs of paper-based workflows & learn how automation boosts productivity and reduces expenses. Download our infographic to learn more.

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[Webinar] 7 Deadly Sins of Fraud: How Automation Protects Your Organization

By |  Webinars

In just 15 minutes, discover how automating invoice processing can give you a comprehensive view of your spending patterns, optimize cash flow, and improve forecasting.

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Scary Stories to Tell in the Dealership Back Office

By |  White Papers

Explore nightmares that have haunted dealership finance teams and how they banished them with automation.

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The Role of AI and Automation in Preventing AP Payment Fraud

By |  White Papers

AI and automation are powerful tools that can protect your important AP payments from fraud. Learn more about how this technology is preventing fraud in this white paper.

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Stress-Free Budget Planning: Preparation with Purpose

By |  White Papers

Navigate budget planning with ease with the help of our checklist!

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[Webinar] Achieve Stress-Free Budget Planning with AP Automation

By |  Webinars

In just 15 minutes, discover how automating invoice processing can give you a comprehensive view of your spending patterns, optimize cash flow, and improve forecasting.

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[Webinar] Effortless Budget Planning for Your Dealership with Automation

By |  Webinars

In just 15 minutes, learn how dealerships are leveraging AP automation to create greater visibility into spend across different departments and rooftops.

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4 Ways Integrated AP Automation Elevates Microsoft Dynamics

By |  White Papers

Learn more about how integrated automation can transform how your Microsoft Dynamics ERP performs.

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[Webinar] 3 Trends Shaping the New ERA of Accounts Payable

By |  Webinars

This webinar offers actionable insights to optimize AP and maximize your Microsoft Dynamics ERP—ideal for finance pros, IT leaders, and decision-makers.

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The Next Era of AP and Automation’s Impact

By |  White Papers

The impact of automation on AP departments and teams has been significant, shaping their current operations and future outlook. Discover more about the next era of AP in our whitepaper.

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[Webinar] Bridging Invoice Approval Gaps in Your MS Dynamics ERP with AP Automation

By |  Webinars

This webinar offers actionable insights to optimize AP and maximize your Microsoft Dynamics ERP—ideal for finance pros, IT leaders, and decision-makers.

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CFO Dive: Why End-to-End AP Automation is Critical for Growth

By |  White Papers

Explore nightmares that have haunted finance teams and how they banished them with automation.

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[Webinar] Navigating Automation For Your Dealership's Back Office

By |  Webinars

In this webinar we discuss how other dealerships are leveraging automation in their back office and managing the change that comes with it.

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[Webinar] Master the 3 Cs of Modern AP with Automation

By |  Webinars

This webinar covers how AP automation gives your team more control, ensures compliance and security, and provides visibility into cash flow.

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[Webinar] Driving Back-Office Automation with Excede & DocuPhase

By |  Webinars

In this webinar we discuss the transformative potential of back-office automation for trucking dealerships.

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[Video] Financial Data Privacy Q&A

By |  Webinars

In this video, Paul Gagne, DocuPhase's VP of Security & Compliance, talks financial data and addresses common questions about privacy and security when it comes to automation.

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Scary Stories to Tell in the Finance Department

By |  White Papers

Explore nightmares that have haunted finance teams and how they banished them with automation.

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Change Management and Automation: Gaining Buy-in and Smoothly Implementing Change in Your Workforce

By |  White Papers

Your guide on how effective change management techniques can make the transition to automated processes seamless.

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HIPAA Compliance in Accounts Payable

By |  White Papers

Your guide to understanding the benefits of AP automation software for HIPAA compliance.

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[Webinar] Level Up Your Onboarding Process with Workflow Automation

By |  Webinars

In this 15-minute demo webinar, take a peek behind the curtain of DocuPhase's platform and learn how workflow automation can simplify your onboarding process.

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[Webinar] The Three F’s of a Supplier Portal: Fraud, Fatigue, and Future

By |  Webinars

This webinar discusses how a supplier portal can effectively help AP prevent fraud, protect suppliers from fatigue, and prepare for the future.

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[Webinar] Unlock the Power of Automation for Procurement Processes

By |  Webinars

In this 10-minute webinar, learn how leveraging web forms and workflow automation for procurement can improve efficiency and productivity for finance teams of all sizes.

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The True Cost of Paper on The Environment

By |  White Papers

Discover the environmental impact of paper on the environment in this infographic.

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[Webinar] Introducing AI to Your AP Processes

By |  Webinars

In this 20-minute webinar, learn how AI is transforming the AP process by reshaping how technology and humans work together to achieve greater efficiency.

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[Webinar] Recession Proofing Your Business with AP Automation

By |  Webinars

In this 20-minute on-demand webinar, we share the not-so-scary steps you can take to recession proof your business with end-to-end AP automation.

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[Webinar] Taking Your Organization From Paper-Based to Paperless in 15 Minutes

By |  Webinars

Learn how your organization can go from paper-based to paper-less in just 15 minutes. We'll share tips on how a solution like DocuPhase’s document management software can help organizations of any siz[...]

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8 Tips for Stronger Document Security

By |  White Papers

Elevate your current Document Management processes to the next level with these tips and tricks.

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[Webinar] Tips For Finding "The One" for AP Automation Software

By |  Webinars

If you're looking to automate your accounts payable processes but are not sure where to start, this webinar is for you. You'll learn tips on what to look for in new AP automation software, questions y[...]

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[Webinar] How Automation is Transforming School Administration

By |  Webinars

Join us for 30 minutes on March 1st for a look at how DocuPhase Document Management Software can help school district's and their respective schools with easy-to-use automation.

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End-to-End AP Automation Software Evaluation Guide

By |  White Papers

A guide to understanding the benefits of end-to-end AP Automation, and a toolkit to help you find the perfect software solution.

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[Webinar] Taking The Terror Out of End-to-End Automation

By |  Webinars

Join us for 30-minutes as we share the not-so-scary guide to automating your accounts payable processes from start to finish.

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[Webinar] Workflow 101: The Backbone of Automation

By |  Webinars

Watch our Workflow 101 webinar that will help you understand why Workflow Automation is so important and tips to implement.

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9 Steps to Optimizing Your Document Management

By |  White Papers

Elevate your current Document Management processes to the next level with these tips and tricks.

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[Webinar] The Untold Truths of AP Automation

By |  Webinars

On-Demand: Learn some of the untold truths of AP Automation to help you find a solution partner ready to grow with your business.

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Transform Your AP with Workflow Automation

By |  Webinars  Videos  Accounting

Watch this recorded webinar with Greg Hauenstein as he discusses the fundamentals of workflow automation for Accounts Payable.

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Remote Accounting with Payment Automation

By |  Webinars

On-Demand: Learn how to increase efficiency & profitability in your business through the payment process.

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Taking Your Accounting Team Remote

By |  Webinars

Having to be remote in a pandemic is tough. Implementing these suggestions in your accounting department can help keep your team safe & productive.

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How to Build a Business Case for AP Automation

By |  Webinars

This is a workshop, not a sales pitch! Leave this workshop with a business case you can present to your executive team.

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How Accounting Automation Works

By |  Webinars

So, you're curious about accounting automation. How does it all work? Register for this free webinar to find out.

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Increase Profitability with Payment Automation

By |  Webinars

On-Demand: Learn how to increase efficiency & profitability in your business through the payment process.

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Build a Business Case for AP Automation

By |  White Papers

Learn what you need to know in order to present a business case for Accounting Automation.

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Best Practices for Remote Accounting Teams

By |  Webinars

Having to be remote in a pandemic is tough. Implementing these best practices in your accounting department can help keep your team safe & productive.

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[Webinar] Take Your Business Forms Digital

By |  Webinars

On-Demand: Learn how to capture business-critical data without the hassle of paper forms.

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[Webinar] Document Sharing & Collaboration

By |  Webinars

On-Demand: Learn how to collaborate and share business documents using a wide range of tools.

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Streamlining Your Accounting Processes

By |  White Papers

Download your free copy of this white paper now to start learning how Accounting Automation can help your organization drive success today and into the future!

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CIO's Guide to Digital Transformation

By |  White Papers

Download this whitepaper today to bring your organization into the era of digital transformation and growth!

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Start Your Digital Transformation

By |  White Papers

Download your free copy of this white paper now to start learning how partnering with DocuPhase can help your organization drive success today and into the future!

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What is Procure-to-Pay Automation?

By |  White Papers

Download your free copy of this white paper now to start learning how Procure-to-Pay Automation can help your business.

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Disaster Recovery Emergency Kit

By |  White Papers

With the right plan in place, you can feel confident that you're prepared for anything. Get started today with our Disaster Recovery Emergency Kit.

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Lifehacks of a C-Level

By |  White Papers

Download your free copy of this whitepaper now to discover lifehacks that can help CEOs, COOs, CFOs & CIOs.

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Quality Healthcare Through Automation

By |  White Papers

Download your free copy of this whitepaper now to see how others in the healthcare industry are using the DocuPhase enterprise automation platform.

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Enterprise Automation vs. Point Solutions

By |  White Papers

Download your free copy of this white paper now to start learning about how Enterprise Automation Platforms can benefit your organization.

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Guarantee Process Improvement Success

By |  White Papers

Our whitepaper, Overcoming the Top 7 Process Improvement Risks, will teach you what the most common pitfalls are and how to avoid them.

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[Webinar] Launching Your Digital Mail Room

By |  Webinars

On-Demand: Learn how to create a digital mail room with OCR and automation tools.

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Document Management Buyer's Kit

By |  White Papers

Choosing the right document management solution can have a major impact on your success. Here's how to know which factors are the most important.

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Document Management 101

By |  White Papers

Download your free copy of this white paper now to start learning about how Document Management can help you.

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Workflow 101

By |  White Papers

Download your free copy of this white paper now to start learning about how automated workflows can help your business.

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Empowering Your Accounting Department

By |  White Papers

Learn how accounting automation can save you time and money - and reduce your risk exposure.

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Empowering Workers & Increasing Effectiveness

By |  White Papers

Download your free copy of this white paper now to start learning about empowering your workers to increase their effectiveness.

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Syncing People, Processes, and Information

By |  White Papers

Download your free copy of this white paper now to start learning about how Robotic Accounting Automation can help your business.

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Getting Started with Process Improvement

By |  White Papers

Download your free copy of this white paper now to start learning about how Business Process Automation can help your business.

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What is Robotic Accounting Automation?

By |  White Papers

Download your free copy of this white paper now to start learning about how Robotic Accounting Automation can help your business.

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[Webinar] Enabling the Remote Workforce

By |  Webinars

On-Demand: Learn how to empower your team with the set of tools they need to effectively bring your remote workforce together.

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What is Robotic Process Automation?

By |  White Papers

Download your free copy of this white paper now to start learning about how Robotic Accounting Automation can help your business.

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[Webinar] Adding Value to Acumatica

By |  Webinars

On-Demand: Learn how adding AP Automation to Acumatica can save you time and money and you'll never lose an invoice again.

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[Webinar] Get Fiscally Fit in 2019

By |  Webinars

On-Demand: Learn what you need to know in order to reach your Digital Transformation goals.

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[Webinar] Create a Business Case for Accounting Automation

By |  Webinars

On-Demand: Learn what you need to know in order to present a business case for Accounting Automation.

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Top 10 Most Commonly Created Forms

By |  Webinars

Learn from 10 examples of how other companies are using web forms, giving you ideas of new things you can do with your own forms.

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[Webinar] Five Accounting Tasks You Should Be Automating

By |  Webinars

On-Demand: Learn how you can save time and reduce your workload by automating your accounting processes!

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7 Free DocuPhase Features You're Missing Out On

By |  Webinars

On-Demand: If you’re looking for ways to squeeze more value out of your DocuPhase software, look no further!

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[Webinar] Close the Digital Gaps

By |  Webinars

On-Demand: Learn how an all-in-one automation solution can out-perform all of your point solutions.

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