# Page 3 | onPhase Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is onPhase the right Document Management solution for you? Explore 127 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/125393/DocuPhase/reviews

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onPhase

4.5 (127)

[View alternatives](https://www.capterra.com/p/125393/DocuPhase/alternatives/)

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Last updated March 13th, 2026

# Page 3 - Reviews of onPhase

## Showing most helpful reviews

Showing 51-75 of 127 Reviews

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Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

VR

Verified Reviewer  
CEO  
  
Used the software for: 2+ years

### "Docuphase delivers the most Document Management and ECM bang for the buck!"

April 10, 2018

5.0

We got great Document Management, to a really advanced degree, super Electronic Forms tools and an automation workflow toolset that allows us to do much more with less, far better than other document management tools we've tested.

Pros

Docuphase is almost a 100% perfect product, missing maybe 2 feature evolutions out of all that the industry has to offer. To be this close to perfect is saying something!

Cons

Needs better support for Kofax VRS scanners, and could use 1-2 other upgrade enhancements. This software doesn't miss much, and should rule the Document Management arena.

Review Source

Response from onPhase

April 18, 2018

Thank you so much! We always appreciate hearing about your great experiences!

GC

Gale C.  
Director of Compliance/IT/Paralegal  
Legal Services  
Used the software for: 2+ years

### "Treeno Utilization"

April 29, 2021

5.0

Pros

This software allows us to be paperless. Access to work already completed was high on our list when choosing this company. Customer service was also high on the list. Technical support is almost instantaneous and thorough. Support is kind and knowledgeable. Permissions to the different cabinets are available all the way down to document types. Usage logging is a plus. The importer allows for seamless integration of the Microsoft Outlook program and allows original formatting to be kept for word processing software.

Cons

Maintenance fees are expensive and paid for through a vendor versus the company itself.

Review Source

PC

Pam C.  
Data Analyst  
  
Used the software for: 2+ years

### "Once the software is set up for your needs, it is very easy for the end user to use."

April 5, 2018

5.0

We had an outside company do our scanning for us and we could never find the documents when they came back from being scanned. For example: and STR means to allot of people street. To us here at the property appraiser office it mean section, township and range.

Pros

The software has several features that you can use. From making your own forms, workflow and progression. We have not used any of the other features it has. Looking forward to in the future. But for document management it is virtually no maintenance to it.

Cons

I do wish they had free online classes that you could take for iforms, workflow and progression. That way we as a company can see if any of those items we could use. The software does lack the ability to pick and choose from a found set. For example a combo box.

Review Source

Response from onPhase

April 9, 2018

Hi Pam, Thanks so much for the review. We've really enjoyed working with you and your office for the last few years. I'm happy to follow up with you regarding functionality on forms and workflow, and either Olivia Sutton or myself will shoot you an email today so that we can discuss further. I think that we can definitely assist, and point you at the Learning Library, where you can review some of those features as well. Thanks, Mike Morris Customer Success Manager

VR

Verified Reviewer  
I/T Management Consultant  
Government Administration  
Used the software for: 1-2 years

### "Our company utilizes PerfectForms, which I have no experience with. However, I love their support!!"

March 29, 2018

5.0

Easy to maintain, excellent support and cost efficient.

Pros

It integrated without databases and website seamlessly. I had no experience with PerfectForms so I rely heavily on their excellent online tools and their support team. Their support will work around your schedule. If you don't have staff or resources to create the online form Docuphase is the best choice.

Cons

This is a difficult question for me because I have no experience with it or software of this type.

Review Source

Response from onPhase

April 2, 2018

Thank you so much for the kind words! We appreciate your business. If there's anything at all that we can do to assist further with forms, or other parts of your implementation, please don't hesitate to ask. Thanks, Team DocuPhase

PW

Parnell W.  
Founder  
Management Consulting  
Used the software for: 2+ years

### "Extensive integration with Google (Sheets)"

November 17, 2017

5.0

Pros

While having a bit of a learning curve, this form software is far more capable than any other SAAS based form tool. The learning curve is a bit steep, but it's flexibility and ability to accomplish nearly anything in form or workflow environment is extremely good. Novice users can quickly setup forms, with data flowing to any number of integrations. Full PDF form integrations make this an excellent tool for preparing as well as creating various documents for any business process. Java script rules and even their new "rule builder" makes the creation of various rules to support conditional fields, calculations or form preconditions extremely flexible. I've tried all the leading SAAS form tools and without exception, Frevvo is the most capable of the bunch.

Cons

While an excellent platform, I believe the UI in the form development space could use some updating. It has a bit of a dated look/feel in terms of icons/imagery. No knowledge of Java will hurt you a bit...but to their credit the new "rule builder" helps immensely.

Review Source

HR

Heather R.  
Records Specialist  
Airlines/Aviation  
Used the software for: 6-12 months

### "Potential "

June 17, 2021

3.0

It’s a startup there’s been some issues but all together we are learning and catching what we can

Pros

It can be used across the board for multiple files and accessed by only ones needed to

Cons

It wouldn’t capture everything correctly

Review Source

KB

Kyle B.  
Systems Analyst/Programmer  
Education Management  
Used the software for: 1-2 years

### "Frevvo is fantastic!"

April 22, 2020

5.0

Frevvo has been great for my School District. We have a full onboarding process built within Frevvo and we have managed to successfully hire nearly 200 people in the last 7 months with very few issues. We are currently working on building an online enrollment process for students that will collect certain information - we have over 17,000 students currently.

Pros

Being able to connect my SQL databases to any form, whether I need to pull information, or push information, has been incredible. Also, building forms has been very straight forward for myself. Using the schema file to optimize and build forms has been very helpful too.

Cons

This has already been discussed with Frevvo Devs, but the idea of being able to click a button to make everything not required during testing. Sometimes I am testing a form with a lot of required fields, and I have to fill those in during each testing portion. Also, when I post a blank date field into a datetime field in my database, it defaults as 1900-01-01, which is normal for a blank field in MS SQL. I wished it defaulted as NULL, instead.

Review Source

VR

Verified Reviewer  
Creative Image Designer  
  
Used the software for: 2+ years

### "Very functional tool and great support"

March 29, 2018

4.0

Pros

I love the customization search features. It allows me to search at a more granular level. Excited to see how advanced this product becomes after a couple more advances and iterations.

Cons

The processing speed is my only con to this software. However, the speed could be an issue on my network side so, its safe to say that I don't have any cons.

Review Source

Response from onPhase

April 2, 2018

Hello, Thank you so much for the kind words. If there's anything our team can do for you, please let us know. -Team DocuPhase

KJ

Kevin J.  
I/T Management Consultant  
Government Administration  
Used the software for: 2+ years

### "All in One"

April 21, 2019

5.0

My overall experience with DocuPhase has been nothing but great. From customer service, ease of use and quick response times they top notch.

Pros

This is a wonderful document management application. Our company were still using the older out dated ScanDox , iSynergy and server. Now that we've Windows Servers and SQL, and workstations we upgraded Docuphase. Great improvements in both applications, especially iSynergy. There is no longer the need for plugins, the interface is sleeker and much faster. Document searches are much faster. The customer service for the upgrade and support was incredible. That is the norm for this company. The upgrade and roll out was well planned and coordinated.

Cons

Not the cheapest solution, but most the costs were because we were so behind the curve with their upgrades as well as our servers and databases.

Review Source

CD

Carol D.  
Accounting  
Construction  
Used the software for: 2+ years

### "Treeno"

July 19, 2019

4.0

Overall, once we saw the whole system it was really easy to use.

Pros

I used this in my last job and I can't say enough good things. I really liked the ease of filing documents. I have used other programs in the past that just could not do the job.

Cons

I would have liked more upfront training. I didn't really get to see the whole system and how it worked until we were in it. We had to redo some filing which took some time.

Alternatives considered

[DocStar ECM](https://www.capterra.com/p/82408/DocStar-ECM-AP-Automation/)

Switched from

[DocStar ECM](https://www.capterra.com/p/82408/DocStar-ECM-AP-Automation/)

Ease of use. More options

Review Source

MW

Marci W.  
Dir. of Finance and H.R.  
Non-Profit Organization Management  
Used the software for: 2+ years

### "Installation and staff were pleasant to work with and very professional."

April 6, 2018

5.0

We were able to store our donor, vendor and employee files electronically and get rid of all of the majority of our filing cabinets. This also helps with our annual audit in the fact that a file can be viewed online instead of digging through old files to locate requested items.

Pros

The program is easy to use once you have everything set up. I have many donor and vendor files stored in iSynergy and love the ease of use. I can locate stored files with just a few keystrokes!

Cons

I would like the ability to print certain/select pages of a document instead of having to print the entire document. My workaround is to save the file on the network drive and then select the particular pages I want to print. I am also not able to email my stored files for some reason.

Review Source

Response from onPhase

April 9, 2018

Hi Marci, We really appreciate your kind words, and your long-term support as a customer. I do think that I might be able to give you a hand with some of the small issues that you've listed below, and will reach out to give you a few ideas for printing and emailing more effectively. Thanks, Mike Morris Customer Success Manager

RO

Roxanne O.  
Housing Officer  
Non-Profit Organization Management  
Used the software for: 1-2 years

### "Docuphase is a must have for office/remote hybrid workplaces"

December 21, 2022

5.0

It is so much easier to access, organize and retain files than traditional paper files.

Pros

It can be accessed through a web browser from anywhere. I can access my files while at the office or remote.

Cons

I have not had any negative experiences thus far.

Review Source

FN

Felipe N.  
Analista IT  
Information Technology and Services  
Used the software for: 1-2 years

### "Tus documentos en orden "

May 15, 2023

5.0

Pros

Este aplicativo tiene una interfaz muy fácil de utilizar, amigable a la vista y muy útil.

Cons

Es algo complejo de incorporar ha los procesos empresariales existentes pero al lograrlo es un aplicativo bastante útil

Review Source

MH

Marie H.  
Director  
Higher Education  
Used the software for: 6-12 months

### "Frevvo review"

December 21, 2022

4.0

Pros

The software is easy to create forms and it’s easy to setup workflows.

Cons

Submission review could be easier and making adjustments to submitted forms could be easier

Switched from

[Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/)

End of life for the other product

Review Source

AP

Ash P.  
IT Manager  
Information Services  
Used the software for: 2+ years

### "Automation Heaven"

December 22, 2022

4.0

Yes it is worth using, it allowed us to remove all our old word forms and a lot of manual tasks as Frevvo managers them automatically.

Pros

The workflow management just works, it is used throughout our company with very little issues

Cons

The install was quite difficult, and the Tomcat aspect seems to be a little temperamental

Review Source

Andre S.  
Director of Professional Services  
Business Supplies and Equipment  
Used the software for: 2+ years

### "Unparalleled functionality and seamless integration"

May 14, 2018

5.0

Pros

DocuPhase is the easiest-to-use document management and workflow automation solutions I have ever worked with (and I've worked with over a dozen.) From it's browser-based interface to it's broad integration capabilities with line of business applications, DocuPhase helps to put content and information at your fingertips - saving time and money.

Cons

Honestly, not anything that I can think of. I would like to see expanded integration with Windows, Outlook, and the Microsoft Office suite.

Review Source

Response from onPhase

July 13, 2018

Andre, Thanks so much for the kind words! We value our partnership with your team, and appreciate your faith and confidence in our solutions! -Mike Morris Customer Success Manager @ DocuPhase

RQ

Richard Q.  
System Admin  
  
Used the software for: 1-2 years

### "my experience has been good thus far with docuphase. "

March 29, 2018

4.0

Pros

I like that it is a web based application with easy for control for user access. I also like the import mapper tool for easy and bulk entry into docuphase.

Cons

If you wanted to setup a DR site with a server with docuphase already configured. If the primary server goes down you can instruct your users to the DR site docuphase and have no loss of work or time. Currently to have this setup docuphase will charge you for both as if it was another full suite. I disagree with this and licensing/price around this. It was to costly for us to buy a DR license on top of the primary, it would be really nice to have. It would be nice for docuphase to go easy on the price if a company wanted to have a DR docuphase server.

Review Source

Response from onPhase

April 2, 2018

Hey Richard, Thanks for the review. I'm going to ask around a bit internally and get back to you regarding replication for DR. We know that availability is important when critical business processes rely on our software, and we take that very seriously. Expect that either Greg and I will follow back up with you on this. Thanks, Mike Morris Customer Success Manager @ DocuPhase

JG

Jerome G.  
Director of Print Fulfillment  
Hospital & Health Care  
Used the software for: 2+ years

### "Easy user adaptation, system could run a little faster though. Too much lag time sometimes"

April 2, 2018

5.0

Each manager/director within a department can now have accountability for their department as well as each employee. Through rules based workflow and tracking via logs, each function can get closer to achieving operational efficiency.

Pros

Central Repository, Progression. Admin duties are relatively quick to pick up and learn. Alerts and real time statuses are the perfect way to get buy in from Departments new to the concept.

Cons

Patches take too long. Wish they would get feedback from users as to what is not working well for them. Wait is too long for iDatix customer support, bad for keeping day to day business afloat. Speed needs improvement.

Review Source

Response from onPhase

April 6, 2018

Hi Jerome, We really appreciate your feedback. I'd love to arrange a call to discuss your feedback on our support team, and see how we can improve there. Please feel free to reach back out, and we can make that happen. Otherwise, thanks for the kind words regarding the platform. -Mike Morris Customer Success Manager

RT

Raoul T.  
ACCOUNTS  
Airlines/Aviation  
Used the software for: 2+ years

### " Would recommend the use of it again"

April 17, 2020

5.0

Great. Easy. Seamless.

Pros

Easy of use for invoices processing, invoices auditing, coding and approval from respective users. I like also that invoices can be deny easily. More importantly duplicate are immediately identify if similar number, date or supplier

Cons

Not much really. Only that invoices with same numbers but different amount will flow through. Or invoices with similar amount and different number will flow through. Or invoices with with similar number and amount but different supplier identification number will also flow through. Basically the same invoice can flow through for payment if the number or amount or date change

Review Source

AS

Aaron S.  
Office Manager  
  
Used the software for: 2+ years

### "The program is very useful, but when there is a problem that I can't solve in-house, it's difficult."

March 29, 2018

3.0

Saving time, providing all of our hard-copied data at our fingertips digitally.

Pros

Customization capabilities, ease-of-finding results, search capabilities, scalability, when iLink works it saves a ton of time

Cons

iLink is EXTREMELY temperamental - at best - and works only 10% of the time. When there are problems with ScanDox/Upload Manager, the solution that fixed the problem the time prior doesn't always work, which leads to a tech support request .

Review Source

Response from onPhase

April 2, 2018

Hey Aaron, I'm sorry to see your support rating. We pride ourselves on the nature of our support, and would hate to feel as though you're unsatisfied. I've been chatting this over with some other resources internally, and we'd like to pick your brain later this week about ways you feel as though we could improve. Expect that we'll follow up with you this week regarding your concerns, and then put measures in place to improve. Thanks, Mike Morris Customer Success Manager @ DocuPhase

PG

Patricia G.  
Oil and Gas Accounting Tech  
Accounting  
Used the software for: 2+ years

### "Docuphase is user friendly. It's fairly easy to learn the system."

April 4, 2018

3.0

This software makes data entry more streamlined and efficient. It saves time and makes data available to all users in our organization from town to field. The retention of this data is essential to record-keeping in our company.

Pros

It is reliable in retaining data. I've never encountered a problem finding past entries. Most programs get bogged down in too many steps. Docuphase is simpler to master.

Cons

The software should be made to recognize duplicate entries. It does not prevent duplicate entries which wastes time once the error is found.

Review Source

Response from onPhase

April 6, 2018

Hi Patricia, Thank you for reaching out. I think that there are some things that we could do to help regarding the cons you've listed, and I'd also like to hear more regarding your feedback on support. We take concerns there very seriously and want to ensure you feel well taken care of. Let's get together for a chat here soon! Thanks, Mike Morris Customer Success Manager

RS

Rosanne S.  
Director  
Education Management  
Used the software for: 2+ years

### "Using DocuPhase/Treeno for file management"

December 21, 2022

5.0

Very professional and helpful

Pros

We are very happy with how the software works and how well we are able to maintain various files and electronic records. Customer service is great!

Cons

I wish there could be improvements on remote printer so you do not need to keep entering the file number when uploading multiple documents into one file

Review Source

AG

Angela G.  
Accounting  
Medical Devices  
Used the software for: 2+ years

### "Great for docs"

December 21, 2022

5.0

Pros

This software is very easy to use and maintain.

Cons

There is nothing I do not like about this software.

Review Source

IT

Isha T.  
Supplier Quality Engineer  
Textiles  
Used the software for: 1-2 years

### "DocuPhase Review"

August 7, 2020

5.0

DocuPhase is a good software to use for processes, mainly accounting and purchasing. Easy to find documents. I work on DocuPhase almost daily and find it easy for completing my tasks. It lists out the pending tasks and being able to prioritize them helps.

Pros

The best software for document storage and filing. Use of different workflows makes the processes complete and accurate.

Cons

Adding annotations on the documents was better in the old version. Sharing the document via email or printing the document has too many clicks and steps.

Review Source

ML

Mike L.  
IT Director  
  
Used the software for: 2+ years

### "From creating to processing advanced workflow forms, Frevvo is a great value"

November 16, 2017

5.0

Pros

The Support is awesome! For both the development and processing side of the product Frevvo offers fast and helpful service and support.

Cons

No free ice cream with purchase. Actually I can't really come up anything but if I were to dream I would have to say for the non-programmer designer It would be nice if there was a more innovative way to put rules together that would allow for easier development.

Review Source

Response from onPhase

November 17, 2017

Thanks for the review. There's good news on the rules front. We've already released a Visual Rule Builder which makes it easy to create some of the rules. An update is coming in Dec 2017, which greatly expands the set of rules that can be created visually. Follow our blog for more details, demo videos etc.

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