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What is Docutrax?

Docutrax offers an innovative online platform for managing documents and certificates of insurance, tailored to fulfill the highest standards of risk management practices. This system streamlines numerous tedious, time-intensive, and error-prone tasks associated with obtaining and managing COIs and other essential documents. With proven effectiveness, Docutrax not only enhances compliance rates for insurance coverage but does so at a reduced cost, all while improving business processes in unprecedented ways. Its adaptable interface can cater to the unique needs of any organization. Additionally, all relevant parties receive automatic updates through tailored vendor and broker notifications, along with email alerts sent to the appropriate personnel. Our team of licensed insurance professionals is dedicated to providing knowledgeable support to our clients, including tenants, vendors, suppliers, contractors, and franchisees. This ensures that every aspect of the insurance process is handled with expertise and care, leading to greater satisfaction among all stakeholders involved.

What is DocFinity?

DocFinity is an innovative platform that offers a comprehensive approach to Enterprise Content Management, Business Process Management, Workflow, and Records Management. It simplifies the management of documents while improving business operations with a self-service model that caters to various industries, including accounts payable, accounts receivable, contract oversight, customer service, human resources, legal affairs, and IT management. Users can effortlessly scan, upload, import, store, and organize a wide array of content types, such as documents, audio, and video files, all supported by a user-friendly search and retrieval mechanism. The system allows for easy integration of data and specialized features for external stakeholders through adaptable gateways that align with your organization’s branding. With its intuitive drag-and-drop workflow design, businesses can streamline the flow of information to both employees and systems, minimizing the likelihood of errors. Furthermore, DocFinity facilitates the linking of pertinent documents and data across multiple business applications, which boosts overall efficiency and teamwork. Consequently, organizations can anticipate enhanced productivity and more organized operations throughout every department, leading to a robust improvement in decision-making and resource allocation.

Media

Media

Integrations Supported

Integrations Supported

Microsoft 365
Microsoft SharePoint

API Availability

Has API

API Availability

Pricing Information

$4,500 per year
Both self-managed and fully-managed options are available

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support

Training Options

Documentation Hub
Webinars
Online Training

Training Options

Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Risk Toolbox Inc.

Company Location

United States

Company Website

docutrax.com

Company Facts

Organization Name

Optical Image Technology

Date Founded

1986

Company Website

www.docfinity.com

Categories and Features

Business Process Management

Access Controls / Permissions
Business Process Automation
Business Rules Management

Commercial Real Estate

For Property Managers

Contract Management

Compliance Tracking
Electronic Signature

Contractor Management

Insurance Tracking

Categories and Features

Business Process Management

Business Rules Management
Collaboration
Process Modeling & Design

Content Management

Audio Content
Customizable Templates
Document Indexing
E-forms
Full Text Search
Image Editor
Text Editor
Version Control
Video Content
Website Management

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Delivery
Document Indexing
Document Retention
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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