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Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Authenticate users securely using SSO or SAML providers and exercise precise control over permissions for any application with sophisticated, tailored options. By deploying on-premise, you can take advantage of our rapid development tools, all while ensuring that your data remains securely within your own network. Whether for customer interactions or internal operations, ensure that your onboarding processes are perfectly tailored to your needs. You can easily integrate with your preferred services or manage everything seamlessly within Abstra. Eliminate tedious, repetitive tasks by implementing automation for various workflows. Utilize dynamic forms and workflows to enhance the processes of gathering information, sending reminders, and handling transactions. By automating your reconciliation workflow, you can save valuable time and ensure the quality and transparency of your data, which is crucial for any organization. This streamlined approach allows you to focus on strategic initiatives rather than getting bogged down by administrative duties.

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.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Airtable
Elasticsearch
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft SharePoint
MongoDB
MySQL
PostgreSQL
Python
SQL
Salesforce
SendGrid
Slack
Trello
idwall

Integrations

Airtable
Elasticsearch
Gmail
Google Sheets
HubSpot CRM
HubSpot Customer Platform
Microsoft 365
Microsoft SharePoint
MongoDB
MySQL
PostgreSQL
Python
SQL
Salesforce
SendGrid
Slack
Trello
idwall

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
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

Abstra

Founded

2020

Country

Brazil

Website

www.abstra.io

Vendor Details

Company Name

Optical Image Technology

Founded

1986

Website

www.docfinity.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

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

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