DocUp Reviews in January 2025: User Ratings, Pros & Cons

"Simplifying the vast need for paperwork in our industry"

What do you like best about Docupace? The most helpful part has been a support rep's immediate support and dedication to our Docupace. Their attentiveness and care for our systems is amazing What do you dislike about Docupace? The UI can be difficult to navigate at times. Having multiple different areas to manage things like reps, codes, etc seems unnecessary What problems is Docupace solving and how is that benefiting you? The rollout of the new support portal has been massively beneficial ...

"Love this paperless storage system!"

What do you like best about Docupace? I like the search ability of the program. I also like how easy it is to move things between folders should you need to rearrange where things are stored. Everything's is easy to update without ever losing anything. What do you dislike about Docupace? I wish there were more drag and drop capabilities. What problems is Docupace solving and how is that benefiting you? Eliminating paper files!! And provides a much easier way to search files.

"Long time fan"

What do you like best about Docupace? Docupace is easy to teach others. We describe it as walking up to a file cabinet! File the same way you would if it was in paper. What do you dislike about Docupace? The search function could use some updating. And the ability to see more than 10 documents at a time. What problems is Docupace solving and how is that benefiting you? Docupace allows the easy work-from-home answer.

"Great tool"

What do you like best about Docupace? Value for money, does what I need it to do What do you dislike about Docupace? Not cloud-based and not mobile, which isn't ideal What problems is Docupace solving and how is that benefiting you? Documention management

"Great Resource. Highly Recommend!"

What do you like best about Docupace? I love the simplicity of this resource. I often have trouble uploading documents via email but with docuspace is allows me to coordinate with my peers. What do you dislike about Docupace? There are slight lags but I am unsure if that has to do with my internet service What problems is Docupace solving and how is that benefiting you? The ability to access any type of document and edit, highlight or have it signed with this resource is a huge help and ...

"Docupace is more than a vendor; they are a partner"

What do you like best about Docupace? Flexible platform and experienced staff to help our firm deliver a truly digital account opening experience. What do you dislike about Docupace? I feel like there could be a more intuitive UI or guided flow for the user to know exactly what they need to do to process through and transition work items What problems is Docupace solving and how is that benefiting you? fully digital account opening and account servicing from start to finish

"Smart and Innovative Solution"

What do you like best about Docupace? The project team at Docupace really understands our business. Thoughtful solutions are always provided and executed on. What do you dislike about Docupace? The production support team at Docupace could be more knowledgable about the solution that Docupace has put in place for us. What problems is Docupace solving and how is that benefiting you? Docuapce is currently our digital solution for client onboarding providing electronic end to end processing.

"BD Technical Support with Docupace Focus"

What do you like best about Docupace? The flexibility of the Docupace Platform, and that is highly customizable. What do you dislike about Docupace? Lack of Documentation is my single biggest dislike, and support form engineering at times. What problems is Docupace solving and how is that benefiting you? Document Management, and paperwork processing workflows. All of our BD paperwork is processed with Docupace, one platform, one location.

"Working with a team that pushes the limits!"

What do you like best about Docupace? Collaboration with internal team members and their willingness to always help. What do you dislike about Docupace? There are limitations to every product and sometimes pie in the sky is not always feasble. A better understanding of the RIA space with the Transition organization would be beneficial. What problems is Docupace solving and how is that benefiting you? The ability to support transitions and a vehicle to provide our clients with new account ...

"Not perfect, but does the job"

What do you like best about Docupace? It's clearly designed with financial advisors in mind. It allows you to assign one file to my multiple clients, which is great for planning, since often times we search by a client or spouse name. What do you dislike about Docupace? It's not designed for solo reps. For example, every time I create a new client, I have to select my self as "rep", even though I'm literally the only rep in the firm. What problems is Docupace solving and how is that ...