DocFinity and SharePointŪ

DocFinity offers an ECM suite that can be customized to enhance your most challenging business processes, regardless of your industry. DocFinity captures documents of all types at their point of entry into your organization and makes them available electronically. This allows you to improve customer service, decrease turnaround time, automate processes, and significantly reduce paper throughout your organization.

When DocFinity document management and workflow software is used to augment Microsoft SharePoint, customers have the ability to build dynamic work management portals and merge the strengths of both products. A dual implementation can be especially beneficial to organizations that use Microsoft products for document collaboration and records creation. Documents can be created in SharePoint, saved to DocFinity, and then distributed via Workflow in order to drive business processes. DocFinity runs in the background, providing archiving, security, lifecycle management, automation, and other benefits. DocFinity offers enhanced functionality to SharePoint implementations, including

• Automation
• Life cycle management
• Advanced workflow
• High-volume auditing
• Disaster recovery
• Sophisticated records management
• Management of incoming paper, faxes, email messages, and all other non-Office documents (such as PDFs) that clog your office

Integration with SharePoint leverages its creation and collaboration features. Users can check out, keep revisions, and share documents within a familiar Microsoft interface. When the document is complete and designated as a document of record, it is transferred to the DocFinity repository for long term storage. From this location, it is available for additional processing and distribution via DocFinity Workflow.

SharePoint metadata will follow documents as they are imported to DocFinity. Additional data can also be appended to enable the robust suite of document lifecycle management tools available within the DocFinity ECM suite.

Discover how a document management software solution can streamline your processing abilities while ensuring the security, accuracy, and privacy necessary to conduct everyday business. Contact us to learn how DocFinity and SharePoint can transform your organization and help you provide superior services for your customers and staff.