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What is WorldView Document Management?

We support businesses in improving their operational effectiveness across multiple industries, including the automation of Medical Records management and the oversight of Inventory Management, Accounts Payable and Receivable, as well as Human Resources. Essentially, we provide a holistic view of the crucial information, records, documents, collaborative efforts, and processes that shape your business environment. WorldView ensures that your vital information and processes are securely managed in a compliant cloud setting, making them accessible to your employees from any location, all while eliminating the need for cumbersome and expensive software and server installations. By employing barcode recognition technology, we streamline the separation, categorization, and indexing of documents, using barcodes on outgoing papers to simplify tracking and allowing you to monitor each document's journey through the workflow without manual handling. Our approach to optimizing the retrieval process for information, data, or documents not only saves your employees significant time but also fosters a more efficient workplace. Our document management solution seamlessly combines user-friendliness with powerful functionality, ensuring smooth integration into your everyday operations. Furthermore, this heightened efficiency not only elevates productivity levels but also contributes to a greater sense of job satisfaction among your team members, ultimately cultivating a more motivated workforce.

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

Microsoft 365
Microsoft SharePoint

Integrations Supported

Microsoft 365
Microsoft SharePoint

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

WorldView

Date Founded

2001

Company Location

United States

Company Website

www.worldviewltd.com

Company Facts

Organization Name

Optical Image Technology

Date Founded

1986

Company Website

www.docfinity.com

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

Business Process Management

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

Content Management

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

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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