Configurable enterprise workflow automation software.

Automatically route data and documents to the right departments with simple drag-and-drop tools. Eliminate inefficient and lengthy business processes with DocuPhase's rules-based workflow automation tool.

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Drag & 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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Rules-Based Routing

Create rules to automatically route work based on value authority, task completion, or escalations  that make sense for your business’s unique processes.

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Real-time Data Visibility

Monitor workflow productivity to identify bottlenecks and inefficiencies. Gain visibility into tasks in progress through real time tracking. 

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System Integrations

Work in one integrated system, rather than switching back and forth. DocuPhase seamlessly integrates with Dynamics GP, NAV, AX, NetSuite and more!

Trusted by
  • Girl-Scouts-BW
  • lockheed-martin
  • Raymond-James-Financial
  • bupa-gray
  • Goodwill-Logo-Grey

 

CUSTOMER HIGHLIGHT

"Our net income is up, we are able to do more with less, and Goodwill is growing."

- ED O’KELLEY, Senior Director of Technology Solutions, Goodwill Industries

Learn how Goodwill was able to reduce 25% of time staff spent on paperwork, and a 70% reduction in interdepartmental inquires.

Read their story
Goodwill Case Study
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WORKFLOW AUTOMATION

Build process workflows that fit your unique needs.

Create, manage, and deploy custom workflows across your organization regardless of department or industry.

Replace messy email threads and stacks of paper with rules-based task and file routing, giving your team more time back in their day.

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DOCUMENT MANAGEMENT

Go paperless with reliable document management storage, cataloguing, and retrieval software.

Take your organization fully paperless and eliminate inefficient document filing and retrieval across your entire enterprise with DocuPhase.

Digitally manage your records with confidence thanks to configurable search functions, custom permissions, and deep integration capabilities.  

Learn more
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