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Average Ratings 3 Ratings

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features
design
support

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

Integrify is a cloud-based, low-code workflow automation platform that allows businesses to automate processes, design dynamic forms and create self-service portals. It also tracks performance and reviews activity audit trails. Integrify integrates with all enterprise applications, including ERP, CRM, HRIS, and CRM, thanks to our open API. Our customers can move data freely between systems in any process. We offer dedicated account management, full implementation services, coaching, and other support to make your automation project a success. -Unlimited Forms -Unlimited Processes -Unlimited File/Document storage -Unlimited Transactions/Requests Unlimited Audit Trails -Unlimited Reports/Dashboards -Branded Self Service Portal -API Integration Free Workflow App Starter Templates Dedicated Account Manager

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Microsoft SharePoint Yes 
Deltek Costpoint No 
GovWin IQ No 
IBM Cognos Analytics No 
Microsoft 365 Yes 
Microsoft Dynamics 365 No 
Okta No 
Oracle Cloud Infrastructure No 
Oracle PeopleSoft No 
Planview Portfolios No 
SAP CRM No 
SAP Concur No 
SAP Crystal Reports No 
Sage Accounting No 
Salesforce No 
Slack No 
Tableau No 

Integrations

Microsoft SharePoint Yes 
Deltek Costpoint Yes 
GovWin IQ Yes 
IBM Cognos Analytics Yes 
Microsoft 365 No 
Microsoft Dynamics 365 Yes 
Okta Yes 
Oracle Cloud Infrastructure Yes 
Oracle PeopleSoft Yes 
Planview Portfolios Yes 
SAP CRM Yes 
SAP Concur Yes 
SAP Crystal Reports Yes 
Sage Accounting Yes 
Salesforce Yes 
Slack Yes 
Tableau Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$30/mo/user
Subscription-based. Named or concurrent user options available. Unlimited processes, forms, reports, file storage, transactions, audit trails.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs No 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Optical Image Technology

Founded

1986

Website

www.docfinity.com

Vendor Details

Company Name

Integrify

Founded

2002

Country

United States

Website

www.integrify.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design Yes 
Visual Workflow Management No 

Content Management

Audio Content Yes 
Customizable Templates Yes 
Document Indexing Yes 
E-forms Yes 
Full Text Search Yes 
Image Editor Yes 
SEO Management No 
Text Editor Yes 
Version Control Yes 
Video Content Yes 
Website Management Yes 

Document Management

Access Controls Yes 
Archiving & Retention Yes 
Collaboration Tools Yes 
Compliance Tracking Yes 
Document Archiving Yes 
Document Assembly No 
Document Capture No 
Document Conversion No 
Document Delivery Yes 
Document Indexing Yes 
Document Retention Yes 
Electronic Signature No 
Email Management Yes 
File Recovery Yes 
File Type Conversion Yes 
Forms Management Yes 
Full Text Search Yes 
Offline Access Yes 
Optical Character Recognition Yes 
Print Management Yes 
Version Control Yes 

Product Features

Business Process Management

Access Controls / Permissions Yes 
Alerts / Notifications Yes 
Business Process Automation Yes 
Business Rules Management Yes 
Collaboration Yes 
Process Change Tracking Yes 
Process Mapping Yes 
Process Modeling & Design Yes 
Visual Workflow Management Yes 

Compliance

Archiving & Retention Yes 
Artificial Intelligence (AI) No 
Audit Management Yes 
Compliance Tracking Yes 
Controls Testing Yes 
Environmental Compliance Yes 
FDA Compliance Yes 
HIPAA Compliance Yes 
ISO Compliance Yes 
Incident Management Yes 
OSHA Compliance Yes 
Risk Management Yes 
Sarbanes-Oxley Compliance Yes 
Surveys & Feedback No 
Version Control Yes 
Workflow / Process Automation Yes 

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing Yes 
Drag & Drop Yes 
Full Text Search Yes 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Workflow Management

Access Controls/Permissions Yes 
Approval Process Control Yes 
Business Process Automation Yes 
Calendar Management Yes 
Compliance Tracking Yes 
Configurable Workflow Yes 
Customizable Dashboard Yes 
Document Management No 
Forms Management Yes 
Graphical Workflow Editor Yes 
Mobile Access Yes 
No-Code Yes 
Task Management Yes 
Third Party Integrations Yes 
Workflow Configuration Yes 

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