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Description
DocFinity represents a cutting-edge solution for Enterprise Content Management, Business Process Management, Workflow, and Records Management. It streamlines document handling and enhances business processes with self-service efficiency tailored to various sectors such as accounts payable, accounts receivable, contract management, customer service, human resources, legal, and IT administration. Users can easily scan, upload, import, store, and index diverse types of content, including documents, audio, and video files, all while benefiting from an intuitive search and retrieval system. The platform allows for seamless integration of data and specific functionalities for external users through customizable gateways that reflect your company's branding. By utilizing a user-friendly drag-and-drop workflow design, organizations can standardize the movement of information to both personnel and systems, significantly reducing the potential for human error. Additionally, DocFinity enables the connection of relevant documents and data across various business applications, enhancing overall efficiency and collaboration. As a result, businesses can expect improved productivity and streamlined operations across all departments.
Description
Docutrax's online system for tracking documents and certificates of insurance is designed to meet best-practices risk management goals. The system automates many of the tedious, time-consuming, and error-prone processes involved in obtaining and tracking COIs or other documents. Docutrax has been proven to achieve higher rates of insurance coverage compliance, at lower cost, while enhancing business processes in ways previously unimaginable. Its flexible interface can be adapted to any business organization. All parties involved are automatically notified via customized vendor/broker notifications, and pushed email alerts to the designated personnel. Our licensed insurance and support personnel ensure informed customer services to our client (tenants, vendors/suppliers, contractors or franchisees). Their insurance agents.
API Access
Has API
API Access
Has API
Integrations
Microsoft 365
Microsoft SharePoint
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$4,500 per year
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Optical Image Technology
Founded
1986
Website
www.docfinity.com
Vendor Details
Company Name
Risk Toolbox Inc.
Country
United States
Website
docutrax.com
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Content Management
Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
SEO Management
Text Editor
Version Control
Video Content
Website Management
Document Management
Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control
Product Features
Business Process Management
Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management
Commercial Real Estate
Brand Management
CRM
Cash Flow Analysis
Critical Date Alerts
Deal Management
For Appraisers
For Brokers
For Investors
For Property Managers
Portfolio Management
Strategic Planning
Contract Management
Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management
Contractor Management
Contractor Database
Insurance Tracking
License Tracking
Permit Tracking
Skills & Competencies
Task Management
Work Hour Tracking