The Document Management service, powered by DocFinity, enables your department to ensure compliance, security, and longevity of UW business records through increased efficiency and process automation. With Document Management service, our partners will:

• Manage electronic records: Securely store, retrieve, and view electronic content.
• Standardize metadata: Define consistent, searchable metadata to assist in managing documents.
• Simplify Records Management processes: Automatically comply with UW Records Management policies by setting retention periods on documents. Easily search, identify, and hold records responsive to public records requests, litigation, and audits.
• Store scanned documents: Digitize and store documents with high volume scanning capabilities.
• Integrate through APIs: Public-facing web services facilitate integration with business applications.
• Retain electronically signed documents: Optional integration between the eSignatures service (powered by Docusign) and the Document Management service (DocFinity) enables the seamless storage, retrieval and viewing of electronically signed documents.

Request Service and Get Support

Our business hours are Monday to Friday, 8:00 am to 5:00 pm PST.	Document Management Interest Form Get help with Document Management EDM Customer Support Portal
Related Information	Document Management Overview (pdf) Document Management Service (pdf) EDM Overview (pdf) UW-IT Service Catalog for Document Management Get the latest Document Management News
System Access	Production Login System Status Information See the latest version of Release Notes

Onboarding Process

1. Document Management (DocFinity) service: Refer to the Document Management Overview presentation for more information on this service.
2. Interest form: Complete the Document Management Interest Form to begin your engagement with the EDM team.
3. Initial review: An EDM team member will schedule a conversation that includes Records Management Services (RMS) to assess your readiness for the Document Management service.
4. Decision: The RMS team will provide a recommendation for moving forward with onboarding your department to ensure that the Document Management service best meets your needs.
5. Planning and scheduling (all): The EDM team will work with your department to gather your requirements.
6. Implementation and Execution (all): The EDM team will create a configuration in the TEST environment per your department's requirements.
   • Your department will participate in training and User Acceptance Testing (UAT) to validate that the configuration supports your business processes.
   • The EDM team will implement your configuration in the DocFinity PROD environment and will facilitate the initial transfer of your documents into the system.
7. Sustainment Transition: After go-live, the EDM team will continue to support your document management needs.