Kofax PaperPort Review

Kofax
Product:
Vendor:
Founded:
Headquarters:
PaperPort
Kofax
1985
Irvine, CA
Ownership:
Customers:
Deployment Model:
Free Trial:
Private
20,000+
Cloud, On-Premise
Yes
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PaperPort At A Glance

Good: Cloud connector option, ability to edit and share PDF files, can capture scanned content from any scanning device.
Bad: Desktop product is not compatible with Macs, slow customer service, no version control functionality.
Bottom Line: Long-time document management solution intended for individuals or smaller businesses.

Product Overview

PaperPort is a desktop document management solution that helps organizations quickly scan, manage, and share documents, PDFs, word processing files, images, and more. PaperPort Standard is suitable for individual and home offices, while the Professional and Enterprise plans are perfect for larger offices.

PaperPort Standard 14 is suitable for individual and home offices. By using their scanners or multifunction products (MFPs), users can covert their paper forms into searchable PDFs. It includes features, such as print to image PDF, document thumbnails, stacking/unstacking PDF documents, and folder management.  Users can also save documents in the cloud via a Cloud Connector utility – files can be accessed via any PC, tablets, or other mobile devices. Such cloud services include Microsoft Live SkyDrive, Google Drive, and Box, to name a few.

PaperPort Professional 14 is aimed at smaller offices or offices with a few users (although companies need to purchase one unit per desktop). It has all the features of the PaperPort 14, but includes these ones:

  • Support for shared network folders
  • Ability to add folder notes to any PDF
  • Ability to access recently scanned/recently view documents quickly
  • Ability to create text PDF files from any application
  • PDF password/encryption
  • Support for PDF 1.7 and PDF/A formats
  • Microsoft SharePoint connector

PaperPort Enterprise 14 is similar to the PaperPort Professional 14 except that Enterprise can support an entire department or organization by way of network installation.

We also want to mention the PaperPort Notes application for iPads. PaperPort Notes is a free download that lets users take notes by handwritten/typed text, images, voice, and web content.

Features

This section refers to the features in PaperPort Professional 14. In addition to the features mentioned in the Product Details above, the Professional 14 includes:

  • Ability to capture images via mobile device and upload to the cloud
  • FormTyper functionality that allows users to convert paper forms into electronic ones – they can save as a PDF and send via email
  • Security features such as document encryption while in transit, intrusion detection, privacy certification
  • Send files to OmniPage Workflow
  • Ability to split desktop and workspace bookmarks
  • Ability to store files/folders on the network
  • Unlimited scanning profiles (the Standard version accepts up to five profiles)
  • Scheduled all-in-one indexing
  • Document thumbnails in over 150 formats

  • Document Storage?
  • Simultaneous User Collaboration?
  • Workflow Management?
  • Version Control?
  • On-Premise Hosting Option?
  • Imaging?
  • Mobile?

Target Market

Kofax has a worldwide customer base comprising more than 20,000 companies and government agencies. While it serves all industries, its notable ones include finance, insurance, healthcare and business process outsourcing. We’ve listed below 10 of its clients:

  • Aetna
  • American Express
  • Cigna
  • Fujitsu
  • Iron Mountain
  • Merck
  • Nationwide
  • TD Bank
  • Visa
  • U.S. Air Force

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Implementation/Integration

There is a 15-day free trial period for the PaperPort Professional 14. The PaperPort Standard 14 and PaperPort Professional 14 versions are available for purchase on the vendor’s website (users have the option of either the digital or physical download). For the PaperPort Enterprise 14, users are encouraged to contact Kofax’s sales team.

Customer Service & Support

Users can get support via phone, email, or online. There is a customer support portal where users can participate in forums, search a knowledge base, or submit a support request.

Pricing

PaperPort Standard 14 costs $100 and is suitable for individual and home offices. PaperPort Professional 14 ($200) is aimed at smaller offices or offices with a few users (although companies need to purchase one unit per desktop), while PaperPort Enterprise supports an entire department or organization by way of network installation. Pricing for the Enterprise edition is not publicly available; please contact Kofax directly for a quote.

Shortcomings

Even though there is a Cloud Connector option, PaperPort is only available as an on-premised (desktop) solution. The Cloud Connector supports Mac machines, but the desktop product is not Mac-compatible.

It also does not include collaboration features common to DMS such as version control or check-in/check-out functionality.

Users have reported that customer service is an issue. Problems were not resolved in a timely manner and required multiple attempts to reach customer support.

Screenshots

Kofax Screenshot 1
Kofax Screenshot 2
Kofax Screenshot 3

Kofax PaperPort Review Q&A

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About

Kofax’s Intelligent Automation software platform helps organizations transform information-intensive business processes, reduce manual work and errors, minimize costs, and improve customer engagement. They combine RPA, cognitive capture, process orchestration, mobility and engagement, and analytics to ease implementations and deliver dramatic results that mitigate compliance risk and increase competitiveness, growth and profitability.

Kofax delivers its software and solutions through its direct sales and services organization and more than 650 indirect channel partners in more than 60 countries throughout the Americas, EMEA and Asia Pacific.

Kofax acquired Nuance’s Imaging/Document Management group, which includes PaperPort, in 2019.

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