---
title: DocFinity Reviews
meta_title: 'DocFinity Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter reviews by the users' company size, role or industry to find
  out how DocFinity works for a business like yours.
aggregate_rating:
  rating_value: 4.0
  review_count: 1
  scale: '5'
date_modified: '2026-06-14'
parent_category:
  name: Content Management
  url: https://www.g2.com/categories/content-management
---


# DocFinity Reviews
**Vendor:** Companion Data Services (CDS)  
**Category:** [Enterprise Content Management (ECM) Systems](https://www.g2.com/categories/enterprise-content-management-ecm)  
**Average Rating:** 4.0/5.0  
**Total Reviews:** 1
## About DocFinity
DocFinity is an online enterprise content & business process management software that is targeted at healthcare, insurance & publishing industries, among others.




## DocFinity Reviews
  ### 1. Great Document Management Solution

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** December 19, 2018

**What do you like best about DocFinity?**

I like this solution to document management because I think the interface is well organized and easy to pick up as a new user.

**What do you dislike about DocFinity?**

The biggest problem I have with the solution is that it doesn't look as appealing as it could be and could definitely use a graphical overhaul to get with the times.

**Recommendations to others considering DocFinity:**

Definitely worth switching from Banner and gets the job done.

**What problems is DocFinity solving and how is that benefiting you?**

This solution allows our users to create and organize data in documents online which is very helpful and necessary for those working in University environments.


## DocFinity Discussions
  - [What is DocFinity used for?](https://www.g2.com/discussions/what-is-docfinity-used-for)

- [View DocFinity pricing details and edition comparison](https://www.g2.com/products/docfinity/reviews?filters%5Bnps_score%5D%5B%5D=4&section=pricing&secure%5Bexpires_at%5D=2026-08-10+08%3A18%3A48+-0500&secure%5Bsession_id%5D=13e97159-276c-4929-8847-744947caf84e&secure%5Btoken%5D=a2349257ed8901f98af8dfaa2e1f78c27f334dab27079c50c71ab878659d0fda&format=llm_user)

## DocFinity Features
**Agentic AI - Enterprise Content Management (ECM)**
- Autonomous Task Execution
- Natural Language Interaction
- Decision Making

**Additional Functionality**
- Content Library
- Access Controls/Permissions
- AI Copilot
- Information Governance
- Drag & Drop
- Collaboration Tools
- Reporting/Analytics
- Data Capture and Transfer
- Indexing
- Filtering
- Electronic Signature
- Version Control
- Mobile Access
- Document Storage
- Generative AI
- Approval Process Control
- Single Sign On
- Image Editing
- Customizable Branding
- Search/Filter
- Tagging
- Audit Trail
- Document Review
- Activity Tracking
- Activity Dashboard
- Archiving & Retention
- Secure Data Storage
- Configurable Workflow
- SSL Security
- Alerts/Notifications
- Data Synchronization
- Secure Login
- Content Delivery
- Two-Factor Authentication
- Customizable Templates
- Mobile Capture
- Offline Access
- Templates
- File Sharing

**File Management**
- File Type Support
- Metadata
- OCR Scanning
- Versioning
- Collaboration
- Document Assembly
- Form Creation
- Portals and Sites
- Disposition
- Search
- Web Interface
- Mobile Apps

**Workflow**
- Process Automation
- Conditions
- Activities
- Records Management
- Case Management
- Template Management
- Document Management
- Metadata Management
- Content Management
- Workflow Management
- Compliance Management
- Digital Asset Management
- Task Management
- File Management
- Forms Management
- SEO Management
- Audit Management
- Website Management
- User Management

**Platform**
- Internationalization
- Performance and Reliability
- Reporting and Auditing
- System of Record Integration
- APIs

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