Contract Number: EI00404
Contract Date: 03/01/2024 – 02/28/2029
Agreement: Competitive
Renewals: 1 5-year renewal remaining
eProcurement: N/A
RFP Number & Name: EI00244-2023RFP / Document Management


DocFinity has over 30 years of experience satisfying the needs of higher education and serving as a leader in the workflow and ECM marketplace. DocFinity is widely recognized within their industry and community for their leading-edge products and the benefits they offer to E&I members. DocFinity has been installed in departments and campus-wide at educational institutions of all sizes.

DocFinity is a division of Companion Data Services, LLC, a Celerian Group Company. DocFinity is high-powered, next-generation Enterprise Content Management, Business Process Management, Workflow, and Records Management software. Enterprise content management module of DocFinity offers powerful standard functions like document capture and imaging, search and retrieval, viewing, editing, redaction, versioning, reporting, auditing, and collaboration. Records Management helps you comply with your own enterprise record retention policies, government regulations, and record retention and discovery for legal cases.

Contract Highlights

The DocFinity Suite of Services include:

  • DocFinity Cloud
  • Cloud Storage
  • Cloud Electronic Signature
  • Cloud API Actions
  • Virtual Private Network, VPN
  • Enterprise Search Server
  • Advanced Capture Corporate/Business/Enterprise/Production
  • Various DocFinity training courses/classes
  • Implementation, Installation, Design, Consulting, Migration and Configuration services 
  • Data backup and recovery services

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