# onPhase Reviews 2026. Verified Reviews, Pros & Cons | Capterra > 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 March 13th, 2026 # Reviews of onPhase Ease of use 4.4 Customer Service 4.4 ## Pros and Cons in Reviews AG Abraham G Mechanical Engineer/DesignerOil & Energy, 51 - 200 employeesUsed the software for: Less than 6 months. “This allows me and my team to stay on top of our work but also allows us to review our work one last time before officially sending it over for approval.“ July 17, 2023 Abhishek P Software developerInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “It requires internet to work so sometime online and offline internet makes issue in working.“ January 3, 2025 Abhishek P Software developerInformation Technology and Services, 10,001+ employeesUsed the software for: 1-2 years. “It is quite easy for managing documents separately and extracting any time without any issues. Although the product is good and effective.“ January 3, 2025 CB Christina B Accounts PayableAccounting, 201 - 500 employeesUsed the software for: 6-12 months. “To many areas to search for an invoice when it is not processed“ April 17, 2025 AU Andrey U FounderComputer Software, 2 - 10 employeesUsed the software for: Less than 6 months. “With customization capabilities and impressive search functionalities, it offers scalability and ease in finding results.“ July 12, 2023 BD Bruce D VP FinanceInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “Are they trying to "fire" us as a customer?“ May 1, 2024 BD Bruce D VP FinanceInformation Technology and Services, 51 - 200 employeesUsed the software for: More than 2 years. “Initial experience was good when we bought it but their architect left just before our launch. “ May 1, 2024 NP Nikki P Production Artist-FormsHospital & Health Care, 10,001+ employeesUsed the software for: 1-2 years. “Currently not able to use "Send Mail" due to potential security breaches in the transfer of emails from frevvo servers.“ December 21, 2022 ## Showing most helpful reviews Showing 1-25 of 127 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Eri I. Technical Solutions Designer Insurance Used the software for: 2+ years ### "Great software with great opportunities for evolved document management " April 2, 2018 5.0 Versatile workflows, easy UI with great intuitive design Pros I like how versatile it is and how much you can customize despite being out of the box. Many features and great support teams Cons We have had some issues with upgrades through the past, where the support teams have had issues finding solutions to quite simple bugs that were prominent even before upgrading Review Source Response from onPhase April 6, 2018 Hi Eri, Thanks a lot for the review. It's been great working with you and the rest of the Bupa team. I'll follow up with you regarding the support concerns as well, because we'd definitely like some feedback on how you feel we can improve there. Thanks, Mike Morris Customer Success Manager VR Verified Reviewer Advisor Services Specialist Capital Markets Used the software for: 1-2 years ### "Straightforward and Secure Digital Filing" July 11, 2023 5.0 we are using DocuPhase to store all operational records, coordinate record-keeping across multiple offices, and hold files for ongoing troubleshooting. Pros I appreciate the ease of access, coupled with high level of security and user friendly features. Many programs struggle with achieving all of these. Cons I wish there was more functionality to make our uploads in a templated uniform format, that would make it easier to always find what you are looking for. (if this is already a feature I wish it would be promoted more directly to the admins) Switched from [Google Drive](https://www.capterra.com/p/161425/Drive/) more support and security under DocuPhase Review Source TP Teresa P. Systems Analyst/Programmer Education Management Used the software for: 2+ years ### "Keep it simple" March 17, 2023 3.0 Pros I like that the forms are easy to customize. Basic workflows are easy to create and implement with minimal coding required. Cons The business rules can be difficult to write and predict when they will trigger. Complex and dynamic workflows can be difficult to implement. Review Source VR Verified Reviewer Documentation Mgr. Retail Used the software for: 2+ years ### "Frevvo makes it very easy to create and use very powerful online forms." December 26, 2017 5.0 Consistent information flow. Pros Ease of use -- Almost everything is drag and drop. Flexibility -- You can use javascript to create very sophisticated dynamic forms, distribution, and validation. And you don't have to be an expert programmer. They have a code builder wizard which walks you through most things. Submission Repository -- the default submission repository makes it very easy to query submissions or download them as CSV for further analysis. Or you can connect to your own database. Cons Layout Options -- When Frevvo began supporting mobile devices with responsive output, they had to limit some of the layout options. Everything is grid-based, which can be very good, but it would be nice if the grid widths were narrower so we could place fields and labels more accurately. Review Source GW Guy W. Director of IT, Project Management Education Management Used the software for: Less than 6 months ### "Versatile Product and Amazing Support" March 11, 2019 5.0 First, the support is amazing. They have been incredibly helpful in getting me started with the system. They have a launch pack that builds in support to help you be successful out of the gate. Additionally, when I do submit an issue I have very quick replies from their support team. The answers almost always lead to a solution. The business need I was solving was to move away from a Google Sheets budget development system. The "system" was really 57 duplicate spreadsheets -- one for each cost center -- that relied heavily on formulas. When an error in a formula was discovered we had to correct it 57 different times. We also had little ability to roll up or reference historical data to analyze budget trends. Frevvo allowed us to consolidate our data into a centralized database. Additionally, the "formulas" were able to be centralized in either Frevvo or in the database. Thus, we now correct in one place and the fix is immediately available to all cost centers. Overall, the value is significant in reducing budget errors but also allowing people to spend more time thinking about their needs and not if the numbers are right. Of course, it's saved IT close to 100 hours in bug fixes. Pros The product is versatile. It is intended as a form management system but I was able to hook it into an Azure SQL database and create a form-driven database application. In subsequent product releases for my application I'm looking forward to taking advantage of the workflow capabilities. Additionally, as I look across our organization, I can see many possibilities of varying complexity that Frevvo can handle to improve our processes. Frevvo also has built-in SSO connectors which makes security management easier and more consistent with our security goals. Cons My only complaint might be the lack of code libraries. I found on a few occasions I had the same code in several forms. It'd be nice to maintain the code in one place and have it link in to the forms. Review Source Kelvin B. Marketing Analyst Used the software for: 1-2 years ### "Great product that has performed very well for us at Mercy Ships" November 17, 2017 4.0 We were able to improve the workflow of many of our forms that were previously in Adobe Livecycle as well as verify who was signing off on each step in the workflow. Pros The power of the integration functionality has been key for us. We use 80% of our forms from within our Confluence Wiki and integrate with a number of different databases as well. Being able to look up user details in our HR system and our AD instance has enabled us to automate many of our processes. Cons The learning curve is steep. The documentation is very detailed but lacking in overview so it takes a while to wrap your head around how it all hangs together. However, once that hurdle is overcome it is a great tool! Review Source Jeremy S. VP Finance Food & Beverages Used the software for: 6-12 months ### "Help solve business challenges and support is excellent. Can automate nearly anything. " March 29, 2018 4.0 Helps scale business process, automate data-oriented tasks and is flexible enough to use anywhere in our organization. Pros Can be used to automate and store documents for any process, department or team and has outstanding integration capability. Highly expandable in regards to progression workflows and document storage containers. Cons Web form has limited ability to customize. It is functional, but could use a face lift and functionality overhaul. Review Source Response from onPhase April 2, 2018 Hey Jeremy, Thanks for taking the time to get a review together for us! We appreciate the time, and are looking forward to the upcoming project with you. If there's anything you need in the meantime, please let us know. Thanks, Mike Morris Customer Success Manager @ DocuPhase AA Arthur A. Management Accountant Used the software for: 1-2 years ### "The team at Docuphase are able to solve every idea I have and the software is a massive time saver." March 31, 2018 5.0 Our volume doubled since we chose Docuphase yet we have not needed to hire any additional staff yet. Staff have become accountable for their errors and we have been able to implement changes to our workflow to prevent any mistakes intentional or not. Pros The flexibility of the forms along with the workflow make it great for getting proper approvals for your processes but also automating the actual task linked to the form. Cons Probably the only thing I don't like is that I normal users don't see the progress of items they have processed once they have gone on to the next person without checking the actual document. Again docuphase have ways of showing this both by just giving more access or via a custom form. Review Source Response from onPhase April 6, 2018 Hey Arthur, We really appreciate the kind words in your review, as well as your partnership. It's been such a pleasure to work with you and the rest of the Aidacare team. Thanks, Mike Morris Customer Success Manager @ DocuPhase TB Tim B. IT Supervisor Used the software for: 1-2 years ### "Young company making big strides" March 29, 2018 4.0 Way to manage our documents in Accounting and Purchasing Pros The software has a lot of possibilities. The support team is fantastic in keeping you on the right track with issues and problems. I see a multitude of growth moving forward with this young company. Cons Lots of moving pieces which can get confusing which part does what. We have over 6 divisions which due to work flow can require different methods. I would like to see their software completely integrated into one package instead of so many pieces. Review Source Response from onPhase April 2, 2018 Hi Tim, Thank you for the kind words, and for taking the time to leave a review. Electro-Mechanical has been a great partner, and we appreciate your business. If there's anything at all we can do for you, never hesitate to reach out. Thanks, Mike Morris Customer Success Manager @ DocuPhase DiJuan D. Global Telecommunications Manager Oil & Energy Used the software for: ### "DocuPhase has been a wonderful solution for our accounts payable team here at Total Safety." March 29, 2018 5.0 Reduction of paper to reduce costs Quick document storage and retrieval Pros The user interface is the best aspect in my opinion. I am curious as to how the mobile app will work since I have not installed it on my iPhone yet. I am excited about the opportunity to use the "On the go mobile capture feature" Cons Troubleshooting desktop browser compatibility issues. Some of our user base is required to use legacy versions of Internet Explorer on their workstations. I was told that this is a obstacle which our help desk technicians struggle to overcome. Review Source Response from onPhase April 2, 2018 Hi DiJuan, Thank you so much for the kind words. I know that we're looking at moving you to a version shortly that is no longer reliant on Internet Explorer, which will definitely resolve some of those issues. If there's anything else you can think of, please let me know. We love hearing from you! Mike Morris customersuccess@docuphase.com KJ Kimberly J. Admin Transportation/Trucking/Railroad Used the software for: 2+ years ### "Treeno and Importer Tool" April 28, 2021 5.0 We have had a wonderful experience with Treeno. We highly recommend their products and have not been disappointed with anything. We love their staff and the way they work as a team. This saves us many hours of manual work that was done in the past. Pros It just works. They have a great customer service team that are really just a phone call away and answer their phones. Never experienced a time when problem was not solved within that day unless coding was need. They were able customize Treeno to fit our needs. It's fast and reliable. Cons My only area of confusion is the Admin Sign In. It would be helpful to have to have explanations of what functions are in each category. Right now I just click on each one until I find what I am looking for. Reason for choosing onPhase We were able to have a full demo and our printer company was able to import Treeno into our current equipment. The program was based on the web so we did not have to house all that data here and really easy to use. Price was great and they evolve the program as the computer world changes. Review Source dD daphne D. Medical Records Specialist Mental Health Care Used the software for: 1-2 years ### "My personal views with the knowledge and usage I work with on a daily basis." March 14, 2024 4.0 It's simplicity in getting around and how it is set up makes doing my job more efficient. Pros The ease in using it makes my job better. Cons When I get logged off for no reason. It doesn't happen as often. Review Source JM Jason M. IT Business Systems and Compliance Manager Information Services Used the software for: 2+ years ### "Frevvo Transformed our workflow management" December 21, 2022 5.0 We originally found Frevvo while searching to replace InfoPath+SharePoint flows. Over the last 6+ years we've built more than a dozen flows that have some pretty complex logic which integrate with our internal systems via the Database connector. Once a flow is setup, I never have to touch it again. Frevvo has been a huge value for our organization. Pros The form designer is hands down the best part of Frevvo. I can put a solid and professional form together in a few hours. The flow is also cake to build and I can easily send rich HTML messages to users. The digital signature is also laughable simple to implement. Cons Task Management needs some modernization. Once a user has processed a form, it's not intuitive for them to 'see where it is'. Tasks are designed for what a user needs to do only right now. The search is still clunky. Review Source AS Amy S. Accountant Aviation & Aerospace Used the software for: 2+ years ### "It's so easy to use and manage" March 17, 2023 5.0 Customer service is AWESOME! Pros This product is very easy to navigate and use. There are so many things that you can do, such as: add notes, create zip file, PDF. Edit , upload files. You can set up your files however it fits your needs. And if you need help, customer service is awesome and responds usually the same day. Cons I am not sure there is a way, but it would be nice if you see you have files you no longer need that you can just delete them and have it free space without having to call and pay for more. Reason for choosing onPhase Because of it's simplicity to use. Review Source DM Debra M. Administrative Assistant Government Administration Used the software for: 2+ years ### "Somersworth Housing Authority" December 28, 2022 5.0 so far, your customer service has been able to do a conference call with me and our IT dept so that we can update changes to our system to match your changes to get us back up and running. Pros The software is fine, but when your company does updates and changes to your system, you need to contact the customer so that we can alert our IT departments to coordinate with you to make the same changes on our end. This has happened a few times in the last few months and it is extremely frustrating when we can not see what is scanned because of updated changes done by you without us knowing. Cons when you make updated changes to the system that effect our using the program on our end. Review Source 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 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 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 AG Angela G. Accounts Receivable Medical Devices Used the software for: 2+ years ### "Easy Document Management" April 8, 2024 5.0 Pros I love the ease of securely adding and managing documents. Cons No cons! It's that easy to use and retrieve files. Review Source TP Tracy P. CEO Information Services Used the software for: 2+ years ### "Great Product" December 21, 2022 5.0 Pros This software has streamlined our processes and the customer service of DocuPhase is excellent Cons Sometimes Slow and causes disruption in our productivity Review Source MH Melisa H. AP Manager Hospital & Health Care Used the software for: 6-12 months ### "Great visibility and support" April 14, 2020 5.0 Pros The implementation of iPayables was very straightforward and easy. The team worked with us to ensure the system would capture the information important to our organization. With iPayables, we have visibility to the invoice minutes within receipt and are able to trace its entire lifecycle. The support that we have received not only throughout implementation, but also ongoing, has been phenomenal. The team truly understands and supports their tool along with our business. It's been a great partnership! Cons There are some search and exporting features that would be very helpful. Additionally, being able to view deleted and rejected documents more easily would be nice. Reason for choosing onPhase We appreciated the depth of knowledge of the tool that the leadership team brought. We also felt that iPayables truly wanted to understand our business in order to help us succeed. Review Source MS Marilee S. Analyst Accounting Used the software for: 2+ years ### "InvoiceWorks review" April 14, 2020 4.0 Has been a great tool for our company and our vendors love it. Great people to work with. Pros YUM leverages the dynamic discounting and our vendors love it. The vendors have access to check the status of invoices 24/7 versus contacting the approver or the Accounting Helpdesk. Cons Should have various roles for Administrators. For example, if someone needs to run a report they should not have the access to setup a new user or modify an existing user. We have asked for a "mini" Admin role in the past. Review Source LL Larry L. General Manager Business Supplies and Equipment Used the software for: 2+ years ### "Long time customer" July 30, 2020 5.0 From the beginning my experiences has been nothing but positive, the program itself is extremely robust and needs little maintenance. Pros I like the ease of this program. Training is extremely simple for a program like this and document retrieval is super fast. I also like that any super user can expand the program to accommodate an entire company with all the levels of security that one could ask for. Cons I do not like the the programmers keep changing how the "rubber stamps" work from version to version. some versions can be assigned to users and the latest version has no assigning. this leads to a sloppy workflow and cumbersome use. Reason for choosing onPhase yes Review Source BV Brandon V. IT Analyst Education Management Used the software for: 2+ years ### "Functional Simple Solution" December 22, 2022 3.0 Customer service was excellent, app left a little to be desired. Pros Drag and drop, and the no-code ability for end users Cons Constant bugs, difficulty with the flows aspect. Review Source AG Abraham G. Mechanical Engineer/Designer Oil & Energy Used the software for: Less than 6 months ### "My Experience with Docuphase" July 17, 2023 5.0 Like I mentioned before, I would say Docuphase allows me to keep up with my priorities because I'm able to see what document is currently being reviewed or approved. It makes me productive and efficient with my work. Pros So far I would say that the most beneficial feature from Docuphase would be the workflow tasks configuration. This allows me and my team to stay on top of our work but also allows us to review our work one last time before officially sending it over for approval. Cons If I'm being honest, I don't think there is a specific feature I did not like. The only suggestion I would make is to provide a basic tutorial for new users to see how to operate or navigate the basic stuff within Docuphase. Review Source Similar Products Featured ## Related categories [Document Management](https://www.capterra.com/document-management-software/)[Business Process Management](https://www.capterra.com/business-process-management-software/)[Enterprise Content Management](https://www.capterra.com/enterprise-content-management-software/)