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DocFinity CONNECT 2025

About

We are excited to be hosting DocFinity CONNECT 2025, previously known as the DocFinity User Conference! It's been 7 years since we gathered our customers together, and we can't wait to see you all here, in our hometown of State College, PA. We are thrilled to have the opportunity to show you, in person, what we have been working on, and what's to come. 

Over two days of talks, demos, and networking, we will show you what you can do with DocFinity, fill in the gaps of your current processes, and take your implementations to the next level.

When?

Tuesday September 9 - Wednesday September 10, 2025 

We will also host a welcome event Monday evening so you can get in early and be rested and ready to learn Tuesday morning!

Where?

Penn Stater Conference Center in State College, Pennsylvania

Situated right in the middle of beautiful Pennsylvania, the area known as "Happy Valley" has lots to offer, and is the hometown of DocFinity.

Why Attend?

  • CONNECT with other DocFinity customers in your industry and hear success stories of their implementations
  • CONNECT with your very own DocFinity solutions, through DIY workshops led by DocFinity experts
  • CONNECT with DocFinity staff through one-on-one meetings or in larger networking events

Registration

Attendee

$499

  • Over two days packed with presentations, trainings, sneak peaks, and networking with DocFinity employees and customers
  • Monday evening welcome event
  • Tuesday evening social event
  • Accomodations available at the Penn Stater Conference Center - book directly for a discounted room rate
Register Now

Plan Your Trip

Flights

State College Regional Airport (SCE) is a mere 10 minute drive from the conference center. Other larger airports you can consider flying into and renting a car from include Harrisburg International Airport (MDT - 90 minute drive), Pittsburgh International Airport (PIT - 3 hour drive), or Philadelphia International Airport (PHL - 3+ hour drive).

Accommodations

 A reduced rate is available right at the Penn Stater Conference Center, where you will be in the middle of the conference action. Book your room directly before June 1, or before rooms run out!

Entertainment

We will welcome conference attendees Monday and Tuesday evenings with networking events. There will also be opportunities throughout the conference days to network with other DocFinity customers in your industry, and to set up meetings with DocFinity staff. If you choose to extend your stay, there is plenty to check out in beautiful Happy Valley while you're here!

Agenda underway ...

The agenda and presentation topics for CONNECT ‘25 are starting to form, and there is more new content to share than ever! As of right now, you can expect presentations to touch on the following topics:

  • What's New with Forms?

    Believe us, there's a lot!

  • Reaching Out

    How to reach extended populations and other departments with the Self-Service Gateway

  • Ingesting Documents

    The many ways to get documents into DocFinity; what are you using and what COULD you be using?

  • Records Management

    Using DocFinity to help meet regulatory needs

  • DocFinity and Microsoft

    Making the most of your Microsoft products through integrations with DocFinity

  • How do WE secure YOU?

    What we do in development and in the cloud and compare this to on-premise measures you are taking

  • Best Practices in DocFinity

    Including those around large scale deployments, enterprise search, OCR, and big data search

  • Folders and Notes

    How you can leverage these core features

  • Troubleshooting Tips

    What to do when something goes wrong and how we can help

  • Do It Yourself Sessions

    Hands-on sessions where you walk away with DocFinity frameworks you can use back home

  • Customer Case Studies

    Learn how others are using DocFinity

  • DocFinity Vision

    Roadmap into the Future

  • ... and more to come!

Over the next few months, we will continue to evolve the agenda and the specific presentations will take shape. 

In addition, note that the following are NEW features, all released since our last Conference, and all are expected to be discussed in our presentations. This list, while extensive, isn’t exhaustive and doesn’t include everything. These features, along with existing ones or ones missing from this list, can be discussed with staff at any time during the conference, as well.

New Features expected to be discussed during presentations include, but are not limited to:

Administration

  • REST API Assistant
  • URL API Assistant
  • NEW architecture around clustering functionality
  • License changes and notifications
  • Logging
  • Multiple login detection
  • Improvements to OpenID config
  • System Performance screen
  • TLS certificate management
  • Viewing unindexed documents

 

BPM

  • Looping nodes and sub-processes
  • Text prompts in process designer
  • Upload and Index user task

 

Desktop

  • Using the Windows Trust Store
  • Viewing Logs

 

Folders and Notes

  • Notes functionality (and why diaries were replaced with notes)
  • Simple folders, smart folders, and sharing folders
  • Add document to a folder from Doc Viewer panel

Forms

  • Responsive form layout
  • Submit buttons can do "more than just submit"
  • Hiding forms in the form panel
  • Embedding forms in HTML
  • Themes (for forms and gateways alike)

 

Ingesting Documents and Indexing

  • Bulk Reindex
  • Quick Upload and Index
  • Remote File transfer Tool
  • Scanning in Workspaces
  • Unindexed Prompts for Indexing
  • Editing and the ability to quickly add pages to documents
  • Email importers and the ability to handle logos

 

Integrations

  • Email - .eml and .msg handling
  • Microsoft 365 - Excel, Exchange Online, Powerpoint, Outlook, and Word

 

Records Management

  • Certificates of Destruction
  • Disposition Queue changes and new functionality
  • Non-custodian review process
  • NEW architecture around handling large scales, including new Approve All and Postpone All functionality
  • Scheduling changes and new features

Searching

  • Big Data Search
  • Enterprise Search functionality and NEW architecture
  • Enterprise Search - Dynamic Extraction
  • OCR functionality and NEW architecture

 

Self-Service Gateway

  • Public Gateways
  • Advanced features in search

 

Tools in the Toolbox

  • Increased availability of 'Select ALL' options
  • Keyboard navigation using hot keys for managing markup
  • Local printing
  • New macros -  AllDocumentIdsPackage, DocumentReference, FileExtension, FileName, MD5
  • REST Datasources - Ability to 'chain' calls for authentication purposes, Bulk calls allowing for 1 call to return multiple pieces of data, Downloading documents via REST, Increased integration options

 

Viewing

  • The Document Viewer
Please note that while the titles and topics of the presentations may change between now and the conference, one thing is certain - we have more to discuss than ever before!

 

Speaker panel

Coming Soon!

While we have DocFinity employees on deck to present sneak peaks, best practices, and give insight into how to use DocFinity, a lot of the best information comes from you - our customers! If you have a story to tell about your company's use of DocFinity, we'd love to hear it! Contact your support representative or account manager to discuss this opportunity!