Collect and organize information across your organization with electronic web forms.

Quickly build, update, and deploy forms with virtually no learning curve. Solve business challenges related to compliance and high transaction volumes. Use forms to ensure that your process rules are followed. Connect web forms to your existing systems and databases to ensure data

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Drag and Drop Builder

Let DocuPhase help your team design and build complex workflows tailored specifically to fit your business's unique needs.

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Real-time Visibility

Automatically route, track and manage approval processes. Submissions are instantly available for your team in the office to review.  

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Integration Friendly

Connect web forms to your existing systems, including GP, Salesforce, NetSuite, and more.

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Document Generation

Automatically create dynamic PDF documents from data captured, including electronic signatures.

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FEATURED CASE STUDY

"Our motivation was to automate some of the most common processes that involve either filling out paperwork or sending email requests."

- JIM MCDERMOTT, Chief Operating Officer, Altus

Learn how Altus Global Trade Solutions streamlined lengthy business processes and dramatically increased efficiency for a large team with DocuPhase.

Altus
Work Queue

 

SIMPLIFY PROCESSES

Digitally secure and organize your records with document management software

Document Management allows you to go paperless and eliminate inefficient document filing and retrieval across your entire enterprise.

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ROUTE FILES WITHOUT DELAYS

Increase operational efficiency with workflow automation.

DocuPhase’s Workflow Automation allows you to map, manage, and integrate custom workflows into your organization regardless of department or industry. Replace slow and costly manual routing and transform your day-to-day processes.

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Workflow

 

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