DocFinity: Product updates, Customer stories, and Insights | 2026 Cuspera

DocFinity helped West Mifflin School District go paperless and manage student records. The district stores transcripts, board minutes, and forms in DocFinity. Staff can now find and send documents qu...ickly, improving response times. The system makes it easy to redact sensitive data and search by name or date of birth. Secure web access replaced slow, paper-based processes. The district plans to expand with searchable PDFs and online forms.
Show More..

DocFinity ECM helped The Pennsylvania State University serve over 100,000 students across 24 campuses. Penn State used DocFinity to improve secure information access, process efficiency, and complian...ce. Integrations with PeopleSoft streamlined admissions, financial aid, and HR workflows. Automated checklist holds and metadata management sped up approvals and improved retention. Standardized processes and early accountability increased user adoption and project success.
Show More..

DocFinity document management software helped State College Area School District (SCASD) solve paper storage and retrieval problems. SCASD faced slow, manual payroll report handling and wasted time s...hredding paper. DocFinity enabled instant access to payroll and business documents, improved disaster recovery, and met compliance needs. Staff now save time and resources, and users report greater efficiency and satisfaction with digital document access.
Show More..

DocFinity ECM helped Phillips Exeter Academy go paperless in their Admissions department. The school eliminated paper-based processes, improved security, and enabled remote access for staff. DocFinit...y integrated with Colleague SIS and CollegeNET, streamlining applicant review and document management. Staff processed up to 3,000 applications efficiently, with one committee member reading 500 applications remotely. The solution boosted operational efficiency and changed the school's culture.
Show More..

DocFinity helped Loyola University Chicago transform its accounts payable department. The team faced slow turnaround, lost documents, and many complaints. DocFinity's enterprise content management sy...stem automated workflows and improved document control. Check release time dropped from 12 to 5 days, invoice processing went from 3-4 weeks to under 5 days, and complaint emails fell by 80%. The solution improved efficiency, transparency, and accountability across the university.
Show More..

DocFinity ECM software helped Iowa State University speed up admissions processing. The admissions office now sorts, images, and indexes applications before launching them into five automated workflo...ws. Staff can see where each student is in the process and access records from anywhere. The system reduced lost and duplicate files and improved transparency. ISU rebuilt workflows to use new automation features, making admissions more efficient.
Show More..