DocuFirst was originally developed as document management software, specifically tailored for the lending industry. These same solutions that serve the demanding needs of the lending industry are now available for any paper and form intensive industry.

More than just simple file storage

Storing your digital documents is a critical component to any digital transaction.  Being able to store the forms that you fill and sign along with any other attachments that make up the transaction allow companies to completely eliminate paper clutter.

DocuFirst provides robust document management software that allow businesses to eliminate other file storage options and consolidate everything into one software solution.

It all starts with a great online viewing experience. View your documents directly through DocuFirst – no downloading or third party software required. Within DocuFirst, you can edit documents easily – including rotating pages, re-ordering, extracting, merging and much more. Annotate using comments, highlights or blocks. Users can compile documents together as a single PDF for easy delivery to third parties.

document management software

Formats

Upload file formats such as PDF, DOC, XLS, PNG, JPG, and more.  Allow customers and third parties to securely upload documents directly into DocuFirst.

Orders and Tags

Create document lists, orders, and apply tags such as category, status, and groups for enhanced filtering and searching of documents.

Indexing

Use barcode cover sheets or our Document Recognition Engine for automated indexing and sorting of document types.  This type of automation can save hours of manual processing time.

Send & Receive 

Send documents via fax or email directly from DocuFirst.  We can also provide a unique e-fax number and email address for receiving documents directly into DocuFirst.