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DocFinity

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Product Details

Overview

DocFinity is an enterprise content, records, and business-process management platform for capturing, storing, securing, finding, and routing organizational information. Districts can use it to manage student, employee, finance, contract, and administrative records while replacing paper-dependent processes with controlled digital access.

The platform combines document repositories with electronic forms, workflow, retention, dashboards, and integration tools. It can be delivered as a cloud service or through other supported deployment models and is intended for organizations that need both day-to-day document retrieval and formal records governance.

Features
Content capture
  • Scans, uploads, imports, and indexes documents, email, images, audio, video, and other supported content.
  • Offers OCR and intelligent-capture options for higher-volume processing.
Search and access
  • Provides metadata and full-text search across active and archived repositories.
  • Supports secure browser-based retrieval and controlled external gateways.
Forms and workflow
  • Builds electronic forms and routes work through approvals, queues, rules, and exception handling.
  • Tracks process status and bottlenecks through dashboards and reports.
Records governance
  • Applies permissions, audit trails, retention schedules, legal holds, and disposition controls.
  • Helps districts maintain consistent handling of sensitive and long-lived records.
Integration and deployment
  • Includes web-service APIs and Microsoft Office integration.
  • Offers cloud subscription and supported self-managed deployment choices.
Support Options
  • Email
  • Phone
Company News
DocFinity helps schools and school districts cut costs, improve services, and avoid risks by offering secure and reliable access to student and teacher/employee records. Secure  Web-based access to information improves services to colleges and universities that request information, as well as to parents and other stakeholders.  Electronic forms facilitate standard requests and collection of information, ensuring that it is complete. Central storage permits indexing and management of student/staff/employee records, payroll records, board meeting minutes, contracts, and other documents, enabling access with a click of a mouse. Scanning tools convert paper documents to digital files and make them accessible immediately from any Web browser.

ECM and Document Management for K-12 School Districts

In a public-education system in which budgets are shrinking and costs are growing, efficiency is a necessity, and expense-reduction is king. DocFinity helps schools and school districts cut costs, improve services, and avoid risks by offering secure and reliable access to student and teacher/employee records. Secure Web-based access to information improves services to colleges and universities that request information, as well as to parents and other stakeholders. 

DocFinity helps schools and school districts cut costs, improve services, and avoid risks by offering secure and reliable access to student and teacher/employee records. Secure  Web-based access to information improves services to colleges and universities that request information, as well as to parents and other stakeholders.  Electronic forms facilitate standard requests and collection of information, ensuring that it is complete. Central storage permits indexing and management of student/staff/employee records, payroll records, board meeting minutes, contracts, and other documents, enabling access with a click of a mouse. Scanning tools convert paper documents to digital files and make them accessible immediately from any Web browser.

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School Districts that use this:

3 California school districts are currently associated with this product in the SDLA database.

Data comes from SDLA district surveys, public records, vendor information, and ongoing review.