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DocFinity Core Review

Product Snapshot

Product Pricing

Contact vendor directly for pricing information.


Product is available as either a SaaS solution or as an on-premise solution.

Customer Focus

Vendor works with midsize to large companies.

Select Customers

Farmers Mutual Fire Insurance Company, Michigan Millers, Loyola University Chicago


About DocFinity Core

DocFinity Core DocFinity Core is ECM and BPM software that provides users essential core modules as well as add-on modules to support any additional needs. The platform provides users with dynamic data validation and automated indexing tools, and can be configured to pull associated data from external data sources and third-party applications.

The software converts paper documents to digital files, provides instantaneous on-screen document views and is maintains a keyword, full text and checklist searchable data repository. Additionally, the platform is equipped with object, index and email import functions that automates file import processes, as well as provides users with task assignment and monitoring tools.

About the Company

DocFinity was founded in 1986 and is headquartered in Pennsylvania.


DocFinity Core Key Features

  • Load balancing tools
  • Built-in security measures
  • Change and version tracking tools for documents, files, metadata and markup
  • Document print without opening capability
  • Designed to integrate with Microsoft Word and Outlook


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