Features

Docfinity Features

The documents and files that businesses rely on are dynamic, with varying levels of importance and liability. Access, workflow and task management are crucial, everyday necessities. Retention, auditability and disposal are concerns.

That’s why DocFinity was built from the ground up on a modern, flexible, scalable platform. You'll see the same comprehensive suite of content management and workflow features for both on-premise or SaaS deployment.

DocFinity Features

Document Management

Efficiency, productivity, process improvement, and automated, paperless collaboration.

Efficiency, productivity, process improvement, and automated, paperless collaboration.

Electronic Forms

DocFinity eForms enable you to design, input, store, and access forms securely, from any location.

DocFinity eForms enable you to design, input, store, and access forms securely, from any location.

Self-Service Gateway

The DocFinity Self-Service Gateway provides a secure way to exchange information with those outside of your DocFinity network.
The DocFinity Self-Service Gateway provides a secure way to exchange information with those outside of your DocFinity network.

Capture

Bring your content together in one place and improve discoverability.

Bring your content together in one place and improve discoverability.

Automation

View, model, automate, process, and standardize your processes.

View, model, automate, process, and standardize your processes.

Dashboards

Keep your finger on the pulse of business health and drill into key details.

Keep your finger on the pulse of business health and drill into key details.

Integration

Gain greater insight by integrating applications & content across your organization.

Gain greater insight by integrating applications & content across your organization.

Security

Securely manage document lifecycles to maintain compliance.

Securely manage document lifecycles to maintain compliance.