Smart Data Capture
Replace manual data entry with smarter Optical Character Recognition (OCR) technology that intelligently reads and interprets specified data from incoming documents.
Automatic Indexing
Save time with indexing based on the rules your team sets, tagging and categorizing incoming files automatically by the terms and document types you already use. Load your own reference data and onPhase fills in the remaining index fields as users type.
Advanced Search & Retrieval
Search by keyword, or filter by document type, date, department or any custom field. Save the searches your team runs every week and rerun them in one click.
Secure Cloud Storage
Keep every file in cloud-hosted document storage with dedicated data center support, so your records stay available, backed up, and protected without adding hardware costs or IT overhead.
Custom Permissions & Access Controls
Decide exactly who can view, edit, or share each document with tiered permissions you control, down to the individual user.
Audit Trails
Log every capture, edit, approval, and access event with a time stamp, giving auditors a complete history of each document on demand.
Automatic File Routing & Workflows
Send documents to the right reviewer, approver, or department with custom workflows that fit the way your teams already share information.
Anytime, Anywhere Access
Give your team secure, around-the-clock access to documents and data from the office, from home, or on the road.
"onPhase has been such a tremendous savings on labor. Having these solutions in place makes life so much easier."
- SUBASH GHAMANDI, Senior Innovations Manager, Orange Lake Resorts
Explore how Orange Lake Resorts digitized record-keeping and revolutionized their document processes with the help of onPhase.
What is onPhase document management software?
What types of documents can onPhase manage?
How does onPhase capture documents?
onPhase uses OCR and to read incoming documents and pull the key details automatically, whether they arrive as scans, emails, or uploads. That means less manual entry and files that are organized from the moment they come in.
Can we configure indexing and routing to match our existing processes?
How does onPhase handle permissions for sensitive documents?
onPhase uses tiered, role-based permissions that you define. You can grant read-only, edit, or full access by user, department, or document type, so payroll, employee, vendor, and audit files are visible only to the people who need them. Every access event is logged with a time-stamped audit trail.
What security and compliance standards does onPhase meet?
Which ERPs and business systems does onPhase document management integrate with?
onPhase integrates with leading ERPs and dealer management systems, including NetSuite, Microsoft Dynamics and Business Central, SAP, Sage, Acumatica, CDK, and Procede, with additional connections available. Documents and their metadata stay in sync between systems, so your team never has to rekey data or chase down the latest version of a file.
What does an onPhase document management implementation involve?
Every onPhase implementation is scoped to your document volume, existing systems, and integration needs. Phased migrations are supported, along with several integration methods including API, secure file drop, and direct access, so your team can bring the platform online in stages without disrupting daily operations.
How is onPhase document management priced?
onPhase document management includes unlimited users, so pricing is based on your document volume, the features you need, and your integration requirements. You'll receive a custom quote after a short scoping call or demo.
