# Page 4 | onPhase Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - 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 --- onPhase 4.5 (127) [View alternatives](https://www.capterra.com/p/125393/DocuPhase/alternatives/) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated June 3rd, 2026 # Page 4 - Reviews of onPhase ## Showing most helpful reviews Showing 76-100 of 127 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use JO John O. IT Manager Automotive Used the software for: 2+ years ### "Docuphase Review" December 21, 2022 5.0 Pros Docuphase/Treeno have been totally reliable for document archiving and retrieval. Cons No Cons. Docuphase works as expected. Service is great and instant. Review Source MP Michelle P. Corporate Controller Used the software for: 2+ years ### "Docuphase has been a great partner to create efficiencies in our Accounts Payable process." March 29, 2018 4.0 Pros The Docuphase team are fantastic collaborators, as we look for solutions together. The Docuphase software is very intuitive yet flexible to allow for customized solutions. Cons The software could be a bit smoother regarding the integration of the approval forms, and some functionality (e.g. emailing invoices) could be more user friendly. Review Source Response from onPhase April 2, 2018 Hi Michelle, Thanks so much for putting a review together for us. We appreciate the kind words, and would love to talk through your cons to get some feedback on how you think we could make some things better. SEI has been a great partner and we truly appreciate your business. Thanks, Mike Morris Customer Success Manager @ DocuPhase SM Santino M. Student Education Management Used the software for: 6-12 months ### "DocuPhase Review" May 28, 2022 4.0 Pros Very flexible software with good document management centered features. DocuPhase makes it easy to collaborate with colleagues on documents. The software continues to grow into a better productivity tool and future updates should see this trend continue. Cons At times the iLink feature has proven to be problematic when it is being used. Review Source LH Leigh H. Accounts Payable Dairy Used the software for: 2+ years ### "Docuphase makes work life less wasteful" December 21, 2022 5.0 Pros I like the ease of use and the storage capacity Cons The roll out of the new system was not very friendly! Kudos to Gil and team members for helping make the transition easier. Review Source CK Cansu K. Senior Finance Manager Consumer Goods Used the software for: 1-2 years ### "Cost effective functional document management tool." November 13, 2022 5.0 I liked it in general. It was suitable for my intended use. It is behind compared to other software that I use only in terms of interface. Pros Affordable. Customer support is very sweet. The ease of filing documents is impressive. Workflow tools are versatile and intuitive. Cons The user interface is confusing. That's why I find the platform boring. The interface needs to be more smooth and colorful. Review Source KU Keith U. Accounting Accounting Used the software for: 2+ years ### "Excellent Document Management Software" March 29, 2018 5.0 It saves me time from having to look for a physical copy of an invoice. Pros We use Isynergy at work. It is a great software for reviewing documents and recovering old invoices whenever a question arises. Cons There are no shortfalls with the software that I have encountered. It retrieves documents quickly and accurately. Review Source Response from onPhase April 2, 2018 Hi Keith, We really appreciate you taking the time to review our software. Your experience is key to us at DocuPhase, so if there's anything that we can do to make it even more enjoyable, please let me know. Thanks, Michael Morris CustomerSuccess@DocuPhase.com BC Billy C. IT Used the software for: 2+ years ### "Product works very well" May 9, 2018 5.0 Pros Very stable, and easy user interface like being able to do query's for information and love the global search. Cons Need better support for different versions of browsers and also liked the name iSynergy for the actual product better than Docuphase. Review Source Response from onPhase June 4, 2018 Hey Billy, Thanks so much for the kind words. I think that as you move to versions 6.2+, you'll find that our browser support will really go a long way toward alleviating some of your frustrations there. You can use Chrome, Firefox, IE, etc... to achieve what you're after. Thanks, Mike Morris Customer Success Manager - DocuPhase EE Eric E. Project Manager Oil & Energy Used the software for: 1-2 years ### "DocuPhase Review" July 18, 2023 4.0 Decent Pros Storage of the documents and ease of finding them Cons Sometimes it is difficult to track comments made Review Source LO Lauren O. Accounting Assistant Oil & Energy Used the software for: 2+ years ### "Ease of Use" July 30, 2020 5.0 The ease of use would be the best thing about DocuPhase. It's intuitive and processes our stuff pretty quickly. Pros We can keep track of all paper for accounts payable, AFEs and POs through DocuPhase and then it exports into SL or main business system. Cons It didn't keep up with our growth and it kept breaking down. Review Source IF Ian F. Senior systems analyst Used the software for: 2+ years ### "Software has improved since the beginning when we first started using software" March 29, 2018 4.0 Pros Web site usability has improved since the days of iSynergy software. Use of HTML5 will really help once deployed to our agency. Cons Licensing issue named vs cocurrent option available and watermark ability on documents is very limited Review Source Response from onPhase April 2, 2018 Hey Ian, Thanks so much for reaching out. I actually wrote Lisa earlier today regarding some options for watermarking your docs. I think you'll be happy with what we can do there. I really appreciate the review and the kind words. Thanks, Mike Morris Customer Success Manager @ DocuPhase KB Kathryn B. Junior Accountant Used the software for: 6-12 months ### "We had to challenge our business processes to create efficiencies." March 29, 2018 4.0 Pros I like how easy it is to pull documents from our accounts receivable cabinet. I also found the document management training at DocuPhase to be very beneficial. It will be great to see the finished product of the online training and library. Cons I do not like how we have to use three external softwares to integregrate and process payments within DocuPhase. If one software is down, then the whole check process is at a standstill until the software is fixed. It also requires you to have knowledge about all of the different systems so that you can find workarounds but if you do not work in the system often, then it is difficult to find the workarounds yourself. Furthermore, I find that the software has had issues with compatibility with our virtual environment, which has disrupted the flow of our processes. Review Source Response from onPhase April 2, 2018 Hi Kathryn, Thanks so much for your review. We appreciate the kind words about training, and I'll be sure to let Jeff know. Integrating systems can definitely be a challenge. If there are specific concerns regarding steps at which this feels cumbersome, please let me know and we can work to find a solution. Thanks, Michael Morris Customer Success Manager @ DocuPhase KE Kris E. Controller Hospital & Health Care Used the software for: 6-12 months ### "We've been using the system for six months and so far our experience has been great." April 6, 2018 5.0 Pros I really like the automation of the system and the workflows. I have seen a reduction in data entry errors and has been a great time saver in chasing down approvals. Cons For me, there are only two cons with the system: (1) occasionally it'll get really slow and may take longer to generate the form. Support has been great at resolving with it does happen. (2) I'm on the West Coast and Support is on the East Coast, so if it's late in the day, there may be a delay in response. Review Source Response from onPhase April 9, 2018 Hey Kris, You and the rest of the Ovation team have been such a pleasure to work with. We really can't thank you enough for your support and partnership. I totally understand your concern about support time overlap, and we're working to take some steps toward better offerings in that direction, so stay tuned! Thanks, Mike Morris Customer Success Manager JL Julie L. General Accounting/AP Supervisor Mining & Metals Used the software for: 2+ years ### "Nas Review" March 3, 2017 5.0 Very easy implementation, responsive team. Worked well with our team to customize system to meet our business needs. As our processes change, they have been very helpful to suggest and enhance the system to accommodate our growing needs as we change and automate more processes. Pros Very adaptable to needs. Easy to learn and teach others to use. Cons I think basic reporting could be improved some so Ad Hoc reports (query based) are not required as much for users since they normally require IT assistance to create. Review Source VR Verified Reviewer Business Analyst Used the software for: 1-2 years ### "Decent human workflow process, usable with minimal technical knowledge" April 10, 2018 4.0 Pros It is very easy to use. It is clear that it was developed to be used not by developers or even remotely technical individuals. The product is very well thought out and is able to solve a lot of business requirements. Cons Due to the fact that it is quite a specialized product, it isn't flexible enough. A lot of business logic and requirements needs to be done by professional services. Once pro services are in play, the ease of use and value of money quickly lessens. Review Source Response from onPhase April 18, 2018 Thanks so much for the kind words regarding the product, as well as the feedback regarding customization. We certainly aim to provide quality training for anyone using the product, and would be thrilled to engage in the conversations necessary to help empower your team to customize the product further. Just reach out at customersuccess@docuphase.com to discuss. Thanks, Mike Morris Customer Success Manager TW Tina W. Records Specialist Used the software for: 2+ years ### "I use DocuPhase daily to view scanned documents" July 10, 2018 5.0 Pros Easiest way to go paperless. I use ScanDox to scan documents that are stored in DocuPhase. Once you pull up the program, you just enter the data in the searchable application and electronic documents pull right up. You can view on screen, save it for later or print out if needed. Cons The least I like about DocuPhase is the lack of being able to do random searches of each application for quality assurance. Review Source DR Dian R. Integra development manager Oil & Energy Used the software for: 2+ years ### "great product, has a lot of functionality." May 8, 2018 4.0 the ability to create a paperless office. Pros Docuphase can be configured to meet most business needs. There are features for importing and exporting documents, character recognition, and capturing data on forms. The work flow process is extensive and user configurable. Docuphase is web based so that the images and index values can be accessed from anywhere. Cons Installation and update procedures are overly complicated needing an IT professional to implemement. Changing the sort order of the search results is cumbersome and is not intuitive. Support requests are not always answered in a timely manner and it takes too long to escalate a call to advanced support. When editing indexes in Docuphase only user defined lists are available for lookups. Review Source BP Brian P. Director of Business Operations Education Management Used the software for: 1-2 years ### "DocuPhase - Implementation" December 21, 2022 5.0 We had a lot of agreements that needed signed by multiple parties. This product made it easier for us to streamline the process and track signatures. Pros I was an easy way for our District to process a lot of agreements in a timely manner. The documents are then saved electronically which saves me time and organization. Cons The integration was not difficult other than my own technological background in working with files electronically. It was an easier than normal, for me, product to get the hang of. Reason for choosing onPhase Ease of use. Cost effective. Review Source VB Vinny B. Chief Technology Officer Used the software for: ### "Secure Flexible Document Management" December 2, 2010 5.0 Treeno is a powerful yet very affordable document management solution. The user interface is intuitive and easy to learn so there is very little training required. Treeno gives you three ways to deploy the system either in-house on your own server, Treeno Software as a Service hosted by Treeno or the Treeno Vault network appliance. We have chosen the Treeno SaaS because of the low IT overhead. Pros Treeno SaaS provides a secure centralized document repository for all our HR records, client, sales and marketing information. We need to have mulitple levels of secure user access. Assigning individual user and group permissions is very flexible and allows us to limit access down to a document level. There are over 19 different easy ways to import and index documents and files. This lets our employees choose which way is best for them. We use the Treeno secure publishing portal to share very large data files with our clients. Our clients get an email alerting them when the files are posted. They simply login to our secure portal to download the files. Cons We switched from the Treeno Content Server in-house version to the Treeno SaaS about 6 months ago. Our IT department has needed to adjust to having almost zero effort to maintain the system. Review Source VR Verified Reviewer Founder Computer Software Used the software for: Less than 6 months ### "A Promising Solution with some Performance Issues" July 12, 2023 5.0 Pros DocuPhase offers an easy-to-use UI with a great intuitive design, ensuring a user-friendly experience. It excels as a solution for document workflow management, providing efficient automation and organization. With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results. Cons One major drawback of DocuPhase is the extreme temperamental nature of iLink, as it functions properly only around 10% of the time, resulting in frustration. Performance-wise, it can be sluggish when loading large documents, taking several minutes to complete. Review Source Response from onPhase July 13, 2023 Thanks so much for the feedback. We are constantly looking for ways to improve our product and add new enhancements. Please reach out to your Account Manager for more information on this. BM Briana M. Receptionist/Test Administrator Non-Profit Organization Management Used the software for: Less than 6 months ### "Useful But Sticking to What I prefer" June 24, 2021 4.0 We use this as an electronic filing cabinet to store all documents from applicants and trainees Pros That all documents scanned for an applicant were all in one place. They also neatly held in the space just like a filing cabinet Cons What ai liked the least about thus software is the fact that it logs you off in less than five minutes Review Source VR Verified Reviewer Operations & Systems Technician Insurance Used the software for: Less than 6 months ### "Great product" April 5, 2018 5.0 Saving money and time. Pros The company now uses less paper. We are saving money and time. Easy to learn and understand. The support. Cons There is learning curve but easy to learn and understand. We have to implement change in the organization, Review Source Response from onPhase April 9, 2018 Hi there, Thanks so much for the kind words regarding the product. We truly appreciate your support, and this fantastic review! Mike Morris Customer Success Manager KS Kerry S. Campaign processing manager Fund-Raising Used the software for: 2+ years ### "DocuPhase" August 4, 2020 5.0 N/A Pros Easy to use and customer service is great Cons I have no problems with this software at all Review Source VR Verified Reviewer Field Services Manager / Network Engineer Used the software for: 1-2 years ### "Implemented DocuPhase for multiple uses at customer sites. Good product, efficiency improvements." March 29, 2018 4.0 Pros The software provides features that are common on some of the more popular big-name (and costly) competitors. The interfaces were easy for the users to learn. Cons The support tends to be inconsistent based on who with the company is providing it. This may be remedied now, but was an issue previously during some implementations. Review Source Response from onPhase April 2, 2018 Hello, Thanks so much for the kind words in the review. If you ever have any support concerns regarding accuracy or response time, please feel free to contact me personally to express your concerns. We take the customer experience very seriously, and your satisfaction is our chief concern. Thanks, Mike Morris customersuccess@docuphase.com GG Gerald G. IT Director Government Administration Used the software for: 6-12 months ### "Super support and implementation" December 21, 2022 5.0 Very pleased. We are very happy we made the decision to go with Docuphase Pros Ease of use. I really enjoy the staff and the knowledge and fast response. Cons We have no complaints. We would make the same choice again. Reason for choosing onPhase Integration with our copiers and ease of use. Review Source MS Meghan S. Sr Accountant Used the software for: Less than 6 months ### "Streamlined cumbersome PO process with web-based forms and workflows" November 20, 2017 5.0 Pros Frevvo allowed us to replace a cumbersome, manual, paper-based process for creating and approving purchase orders with an automated workflow and web forms. The data entered in the form and the completed form PDF's sync seamlessly to Google Drive. The web interface for the form is intuitive and easy for end-users to navigate. Using the Frevvo Space allows me to host the forms in one location, with an easy-to-use landing page to hold other reference material for the end-users. The sales team was very responsive and informative. And the transition to the launch support team was smooth Cons Setting up the workflow initially requires a fair amount of technical ability, or reliance on the Frevvo launch support team. If you're curious and have time to read, research, test, and troubleshoot (like me), this can be a fun challenge to tackle. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.