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What is DocGenie?

DocGenie is a next-generation platform designed to take the burden of document retrieval and management off users’ shoulders. With secure integrations to thousands of financial, utility, and organizational institutions, it automatically fetches recurring files such as bank statements, invoices, and bills. The system eliminates the need for repetitive logins, password entries, or 2FA codes, making document access seamless and reliable. Every file retrieved is automatically organized, ensuring users always have quick and structured access to their records. At the core of DocGenie is a strong emphasis on security, with state-of-the-art encryption protocols, multi-layered defenses, and compliance-driven safeguards. The platform also thrives on innovation, continuously enhancing its capabilities and expanding its partner network to cover more institutions worldwide. Designed for ease of use, it requires minimal setup, enabling individuals, businesses, and institutions to go paperless without friction. By automating document handling, DocGenie significantly reduces errors, improves workflow efficiency, and saves countless hours each month. Users benefit from the confidence of knowing their data is secure, private, and always accessible. Ultimately, DocGenie is redefining document management by turning one of the most repetitive digital chores into a hands-off, intelligent solution.

What is CDOC?

A Document Management System (DMS) serves the purpose of scanning, indexing, storing, retrieving, processing, controlling, and distributing vital business documents securely and effectively. These systems typically rely on either cloud-based or on-premise servers for data storage, which allows for more efficient space utilization compared to conventional physical storage solutions. CDOC is noteworthy as it functions both as an on-premise and cloud-based DMS, enabling users to store, edit, manage, and track their business documents in a structured way. By using CDOC, teams can handle all their files within a single platform, which boosts productivity and reduces expenses simultaneously. The software emphasizes security through sophisticated encryption, two-factor authentication, and protections against brute-force attacks, thus safeguarding the confidentiality of essential business documents. Moreover, CDOC includes functionalities that enable users to manage their storage space by setting individual quotas, which encourages better organization and resource management. In addition to these features, the implementation of a DMS like CDOC can significantly enhance workflow efficiency, ultimately leading to improved operational performance and streamlined document management practices.

Media

No images available

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$15/month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

DocGenie, Inc.

Date Founded

2024

Company Location

United States

Company Website

docgenie.cloud/

Company Facts

Organization Name

CoralFusion Technologies

Date Founded

2013

Company Location

Singapore

Company Website

www.coralfusion.com/on-premise.html

Categories and Features

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

Categories and Features

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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