--- title: "DocFinity Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about DocFinity Software - reviews, pricing plans, popular comparisons to other Document Management products and more." source_url: "https://www.capterra.com/p/38288/DocFinity/" page_type: "product" language: "en" publication_date: "2026-10-19" --- # DocFinity Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on October 19, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) DocFinity ## What is DocFinity? DocFinity ECM software enables organizations to capitalize on existing applications and increase efficiencies. Automate file categorization and accelerate turnaround with intelligent capture. Comply with regulations and control document access, security, and retention with content and records management. Automate processes and the routing of information with robust BPM/workflow and eForms functionality. Integrate line-of-business systems and silos. And measure your success with dashboards. ## What is DocFinity used for? [Content Management](https://www.capterra.com/content-management-software/)[Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)[Document Management](https://www.capterra.com/document-management-software/) Overall rating Based on 1 user reviews Reviews sentiment Positive \- Neutral \- Negative \- ### Starting price Free trial not available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for DocFinity?[Manage this product listing](https://www.g2.com/products/docfinity/claim_requests/new?auto=true) ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### DocFinity 5.0 (1) VS. [### Confluence](https://www.capterra.com/p/136446/Confluence/) [4.5 (3,723)](https://www.capterra.com/p/136446/Confluence/reviews/) Starting Price Contact vendor Starting Price $5.42 Per User, Per Month Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 4.0 (1) Ease Of Use 4.3 (3,694) Value For Money 0.0 (0) Value For Money 4.3 (2,286) Customer Service 4.0 (1) Customer Service 4.3 (2,180) ## DocFinity alternatives [Square 9](https://www.capterra.com/p/161845/Square-9/) [4.5 (145)](https://www.capterra.com/p/161845/Square-9/reviews/) Starting price $68.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/161845/Square-9/) Highest Rated [DocuWare](https://www.capterra.com/p/220466/DocuWare/) [4.6 (120)](https://www.capterra.com/p/220466/DocuWare/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/220466/DocuWare/) [Wrike](https://www.capterra.com/p/76113/Wrike/) [4.4 (3,044)](https://www.capterra.com/p/76113/Wrike/reviews/) Starting price $10.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 89% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/76113/Wrike/) [Laserfiche](https://www.capterra.com/p/62196/Laserfiche/) [4.5 (84)](https://www.capterra.com/p/62196/Laserfiche/reviews/) Starting price $50.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 90% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/62196/Laserfiche/) ## FAQs about DocFinity Overview ### What company size and specific industries is DocFinity built for? DocFinity is designed for organizations of all sizes across higher education, insurance, healthcare, financial services, and government agencies. It fits teams that need document and content management in regulated or record-heavy environments, from smaller institutions to large enterprises handling complex workflows and compliance requirements. Features and Usability ### What are the key features of DocFinity? DocFinity offers document management and content management features, plus document capture, optical character recognition, indexing, and full text search for finding and organizing files. It also includes workflow management, business process control, electronic forms, access controls/permissions, audit trail, archiving & retention, version control, and reporting/analytics. Integrations ### Which third-party tools and platforms does DocFinity integrate with? DocFinity integrates with Microsoft 365 and Microsoft SharePoint. These integrations connect DocFinity to common document management and collaboration environments, giving organizations options for working with Microsoft-based content and workflows across file access and sharing. Getting Started and Support ### What training and onboarding options does DocFinity offer? DocFinity provides in person training, live online sessions, webinars, and videos for teams getting started. In person training supports direct group instruction, live online sessions allow guided remote learning, webinars cover scheduled topic-based sessions, and videos offer self-paced viewing for reference and feature review. Getting Started and Support ### What customer support options does DocFinity offer? DocFinity provides Email/Help Desk, FAQ/Forum, Knowledge Base, Phone Support, and 24/7 Live Rep support. No reviewer feedback about support experience is available, so response times, helpfulness, and common frustrations cannot be summarized from user reviews. ## Features AI summary Based on 32,025 Document Management reviews Capterra reviewers highlight these as the top features buyers look for in document management software: - **Secure Data Storage** (**56%** of reviewers rated this feature as critical) - **Document Storage** (**51%**) - **File Sharing** (**49%**) DocFinity includes **Document Storage** and **File Sharing**, giving teams a central place to keep files organized and distribute documents across users when needed. However, it does not offer **Secure Data Storage**. Instead, it provides other features that reviewers also rate as important, including **Mobile Access** (**50%**) and **Data Import/Export** (**44%**). These features help businesses access files from different locations and move information between systems, allowing teams to manage documents more efficiently and keep work moving. Access Controls/Permissions Define levels of authorization for access to specific files or systems Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Annotations Highlight content and/or make notations about parts of content API Application programming interface that allows for integration with other systems/databases Archiving & Retention Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes Audit Trail A record of all activities within the system, including user access, changes made, etc. DocFinity 36 features ### All Features - Access Controls/Permissions: Define levels of authorization for access to specific files or systems - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Annotations: Highlight content and/or make notations about parts of content - API: Application programming interface that allows for integration with other systems/databases - Archiving & Retention: Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes - Audit Trail: A record of all activities within the system, including user access, changes made, etc. - Business Process Control: Define and maintain business rules that determine workflow capabilities and criteria - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Compliance Management: Track and manage adherence to policies for any service, product, process, or supplier - Compliance Tracking: Track and report regulatory data to either internal management or external stakeholders - Content Management: Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Data Import/Export: Import and export data to and from software applications - Document Automation: Automated or logic-based workflows that assist in the creation of electronic documents - Document Capture: Scan, move or upload electronic files within the software's repository - Document Classification: Assign categories, labels, tags, or attributes to documents for organization, search and storage - Document Management: Store, manage, and track all electronic documents in a centralized location - Document Storage: Store and organize documents in a centralized system - Drag & Drop: Assemble applications and processes by dragging over and arranging pre-built components - Electronic Forms: Digital forms that are shared and accessed online - File Recovery: Recover lost, deleted, or damaged files - File Sharing: Public or private sharing of digital files such as documents, audio/video, images, and more - Forms Management: Store, manage and track all forms in a centralized location - Full Text Search: Search for specific words or phrases within a document or database - Image Editing: Edit, touch up, and convert images for publishing - Indexing: Compile and organize data into specific metrics - Mobile Access: Access software remotely via mobile devices - Monitoring: Observe and track the demand, usage, progress or quality of a system, product, or user - Offline Access: Ability of websites, web applications, or mobile applications to function without an active internet connection - Optical Character Recognition: Ability to recognize printed or written text within digital images or scanned documents - Process Modeling & Designing: Visually identify, define, and map all details and relationships surrounding business process models and elements - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - Version Control: Track revisions and updates made to files and navigate between different versions - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. Features 4.0 (1) 4.0 Based on 1 reviews ## Pricing ### Starting price Free trial not available ## Integrations [ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Microsoft SharePoint](https://www.capterra.com/p/1167/SharePoint/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.0 (1) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.0 (1) 4.0 Based on 1 reviews ## User reviews Overall rating 5.0 Based on 1 reviews Filter by rating 5(1) 4(0) 3(0) 2(0) 1(0) Mentioned topic Sorted by most recent Johnathan M. Business Analyst Computer Software ### "Document workflow processing made easy" 5.0 Overall Rating 5.0 5.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 September 7, 2019 When this product went live to our client, it produced so many realized benefits, to name a few: elimination of paper being passed between people and the negatives related to that (lost paperwork, the use of so much paper, hard to manage workload and so-on). Management of work was easier to track because it was all digitized. Some complex flows did cause latency, but later releases may have taken care of such issues. Also environment could affect processing. Overall a plus. Pros Eliminates waste by replacing manual paper processing. Digitized document administration makes the workload more accountable and traceable. Cons Some of the more complex workflows, took up more overhead than we imagined with constant monitoring and a crack technical staff. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. ## Top-rated software of 2026 ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.