Features and Capabilities
DocuFella is designed to deliver every feature you need without limits. Unlike other platforms that restrict capabilities across various versions, Docufella provides an all-inone solution in every deployment. Our single version simplifies the decision-making process, offering a straightforward path to the full Docufella experience.
Whether you choose cloud-based or on-premise, you’ll benefit from the same robust features and approval workflows tailored to empower your team, streamline document management, and ensure your operations remain flexible and scalable
Capture and Organize Information
Seamlessly gather information from a wide variety of sources with automated import and smart indexing routines. Eliminate manual entry and save valuable time.
AI Document Classification
Powered by AI, DocuFella automatically identifies and classifies incoming documents. Smart sorting minimizes effort, enhances accuracy, and keeps everything organized.
Extraction Including Handwriting
AI-driven extraction accurately captures printed and handwritten text from complex documents. Eliminate manual transcription and access critical data instantly.
Intelligent Indexing
AI-based indexing transforms document content into precise metadata within seconds. Replace manual data entry and reduce errors dramatically.
Complete Document Indexing
Comprehensive full-text indexing for every document. Perform powerful, customized searches across all content — find what you need instantly.
Mobile Upload
Stay productive anywhere with mobile upload. Capture, upload, and categorize documents from your smartphone — keep workflows moving on the go.
Barcode Recognition
Automatically detect and read EAN, QR codes, and more. Intelligently tag and index documents to streamline management and reduce manual work.
Forms for Data Capture
Accelerate data entry with customizable web forms. Capture information instantly and share it with your team for seamless collaboration.
Automated File Import
Import documents from multiple sources — scanned files, shared folders, or generated files. Intelligent indexing ensures perfect organization.
Capture from Outlook
Integrate Outlook directly with DocuFella using M365 plugin. Store emails and attachments instantly for structured, accessible communication history.
Access and view content for decision making
Docufella equips your team with the precise information needed to foster productive processes. This ensures fast, effective decision making across all levels of your organization.
Flexible Search
Locate documents efficiently by entering specific search terms or selecting relevant keywords from convenient dropdown lists. Utilize advanced search options like wildcards and logical links to search through document content and indexed metadata for comprehensive results.
Digital Files
Organize and manage your digital documents using familiar, classic folder structures for intuitive file viewing. Easily send or share individual documents or entire groups by generating simple links. Embed URLs to any DocuFella element directly onto websites, company intranets, or third-party programs for streamlined access.
Sophisticated Permissions
Maintain granular control over your data with sophisticated permissions. Precisely determine which documents and metadata users are allowed to store, retrieve, edit, export, modify, and remove from the file cabinets.
Universal Viewing
Access the content of common document formats seamlessly, completely regardless of the original program used to create them. This content can be viewed using any browser, whether the user is on a Mac, PC, or Linux operating system.
Supporting Documents
Enhance your understanding and context immediately by displaying related documents while you are viewing the main document. This feature ensures you have all necessary information at your fingertips without extra searching.
Notification Board
Stay on top of critical tasks and deadlines with the timely reminders provided by the Notification Board. You'll receive alerts for things like pending deadlines, overdue tasks, or when documents are nearing their expiry.
Mobile Access
Drive workflows beyond the office walls by accessing and utilizing essential information directly from your mobile device. This allows you to effortlessly access documents or approve requests even when you are on the go.
Process documents and manage workflows
Docufella streamlines your operations by sorting, distributing, and linking information to drive important decision making processes. Teams across all departments can leverage these modern tools to create quick, transparent, and effective workflows.
Edit Digitally Without Altering Originals
Make digital edits such as using stamps, annotations, or image corrections without ever changing the integrity of the original documents. Alternatively, open archived content and edit it using its original program.
Process Control
Automate a wide range of recurring manual team and organizational tasks with DocuFella's powerful task control. This automation can manage everything from simple notifications and approvals to complex, multilevel business processes.
Connected While Mobile
Stay productive even when you're on the go by getting up-to-date status information right on your mobile device. You have full functionality, including the options to eSign, approve, reject, or submit forms while you're away from your desk.
Versioning
DocuFella helps you maintain a clear history of your documents by automatically saving every edited document as a new version. This feature ensures you always keep your complete document histories under control.
Seamless Data Sync with ERP Systems
Keep your processes networked and complete them straight away by synchronizing data and status information with programs like your ERP (Enterprise Resource Planning) system. This capability ensures consistent data across all your business applications.
Ready to Use Automation
Jumpstart your automation efforts with out-of-the-box workflows for key business functions. You can instantly automate crucial processes like invoice processing or the onboarding of new employees.
Real-Time Workflow Monitoring
Always know exactly where your processes stand by keeping a constant eye on a workflow's progress. This real-time monitoring gives you the transparency you need to manage operations efficiently.
Customizable Workflow Logic
Gain precise control over your document processing by defining in detail what actions should be taken when certain situations or exceptions occur. This allows you to build custom logic for complex workflow scenarios.
Electronic Signature
Streamline your signing processes by seamlessly embedding a trust service provider directly into a workflow. This allows you to sign a wide variety of documents, such as contracts or invoices, with a legally binding electronic signature.
FORM BUILDER
The Docufella Form Builder empowers your organization to seamlessly design, automate, and manage interactive digital forms with zero coding required. Built for enterprises that prioritize agility, precision, and complete control, this feature transforms complex data collection into a seamless, efficient experience for both creators and responders.
Smart, No-Code Form Creation
Effortlessly build professional and responsive forms using an intuitive drag-and-drop interface specifically designed for business users, not developers. Choose from pre-built templates or start from scratch to perfectly design forms that fit your organization's exact processes and data requirements.
Intelligent Logic and Automation
Integrate advanced form logic that dynamically adapts based on user inputs, ensuring they only see relevant questions and steps. Automate critical workflows like sending notifications, capturing approvals, or triggering downstream actions immediately after responses are submitted.
Enterprise-Grade Customization
Tailor every visual element of your forms, from color themes and typography to button styles and icons, to flawlessly match your corporate identity. Add personalized rules, default responses, and custom validation mechanisms for full control over data accuracy.
Secure and Scalable Architecture
Forms are hosted securely within the DocuFella environment, guaranteeing complete data privacy, strict GDPR compliance, and enterprise-level access control. The architecture scales effortlessly, supporting thousands of submissions without any loss in performance.
Seamless Integration and Embedding
Easily connect forms to your core business systems, including CRM, HRM, ERP, or custom backend solutions, through robust API endpoints. Natively embed forms into business portals, external websites, or mobile applications without complex custom coding.
Reporting and Analytics
Gain deep insights by accessing submission summaries, usage statistics, and trend analytics through integrated, easy-to-read dashboards. Export forms and response data in multiple formats such as PDF, Excel, or JSON for precise visualization and segmentation.
Workflow Collaboration
The platform provides a secure, multi-user collaborative environment enabling various departments to simultaneously design, test, and manage forms together. Built-in approval routing and versioning ensures unified quality control and accelerates deployment cycles.
WORKFLOW BUILDER
The Docufella Workflow Builder is a powerful, integrated solution specifically designed to automate, govern, and streamline all of your key business processes[. By tightly linking this process automation with intelligent form capture, the system ensures compliance, efficiency, and complete data integrity throughout the document lifecycle.
Workflow Design (No Code Platform)
The DocuFella Workflow Builder empowers business users to design and deploy complex, high governance processes without relying on IT. It utilizes an intuitive, visual drag-and-drop interface that allows users to easily map out business processes with sequential steps, parallel paths, and decision points.
Automation Engine
This feature provides a robust engine for executing various automated tasks within your workflows. Automated tasks include assigning tasks to users, sending notifications to relevant parties, updating system records, and managing the state of documents and forms as they progress.
Compliance and Governance
The system enforces business rules by using conditional logic throughout the process, ensuring all actions are compliant. Compliance is also ensured through configurable Service Level Agreements (SLAs) and automated escalations, creating a full, auditable trail of all actions and decisions.
Tight Integration with DocuFella Forms
DocuFella Forms serve as the primary and intelligent data capture tool that both initiates and drives the DocuFella workflows. Because of this deep integration, the workflow path and logic are natively started by and directly powered by the information collected and validated on the form.
Conditional Workflow Routing
This capability is the core of an intelligent workflow, where the path, including the assignment of tasks and approvals, is dynamically determined by the data captured in the originating form. For example, route to CFO Approval if the requested amount exceeds a certain limit.
Digital Document Generation
Workflow steps can be configured to automatically populate and generate a clean, approved document using the final submitted form data. This allows for the creation of official documents, such as PDF contracts or official request documents, which are then automatically stored and managed.
Service Level Agreement (SLA) Feature
The Workflow Builder offers granular control over process timelines by allowing you to configure SLAs for individual steps or the entire process. This crucial capability helps manage user expectations, prioritize tasks efficiently, and ensure necessary regulatory compliance is met.
Automated Escalation and Monitoring
The SLA feature is tightly integrated with the workflow logic, allowing the system to automatically trigger an escalation action when an SLA approaches a warning threshold or is breached. This can involve sending reminders to the assignee and their manager or rerouting the task to an executive queue.