DOCUMENT MANAGEMENT AUTOMATION
Do you manually process 300 or more documents every month?
Do you manually process 300 or more documents every month?
High-performing teams prioritize automating repeatable, trackable processes. Take this quick quiz to reveal optimizations for how your team works today.
See how you'll:
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Find any document easily
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Turn your attention from manual paper tasks to making data-backed decisions
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Confidently tackle your next audit in minutes
Understand the fundamentals of Document Automation
in under 3 minutes
Understand the fundamentals of Document Automation
in under 3 minutes
Start with this short video to learn the core principles of document management — so you understand what's possible. Then connect these concepts to how you work with the digital efficiency quiz.
Start with this short video to learn the core principles of document management — so you understand what's possible. Then connect these concepts to how you work with the digital efficiency quiz.
Core Concepts of Document Management
Core Concepts of Document Management
Organization
Organization
Instead of hunting for files by folder or remembering complicated names, you tag documents with meaningful details like ID numbers, employee names, dates, or vendor information.
This way, you can find what you need quickly by searching for what you know, not where it’s stored.
This way, you can find what you need quickly by searching for what you know, not where it’s stored.
Security
Security
Keeping your documents secure means controlling who can see, edit, print, or approve them. You can set permissions by user or role, and every action is tracked.
This level of control helps protect sensitive information, maintain compliance, and prepare for audits without the headache of digging through paper or scattered digital files.
This level of control helps protect sensitive information, maintain compliance, and prepare for audits without the headache of digging through paper or scattered digital files.
Automation
Automation
Automation saves time and reduces errors by letting your system handle repetitive tasks. Documents from email inboxes, desktop folders, or other applications can be automatically captured, tagged, and routed for review or approval.
With clear, repeatable processes, new employees can follow established steps, and your team can focus on work that truly moves your business forward.
With clear, repeatable processes, new employees can follow established steps, and your team can focus on work that truly moves your business forward.
Want a demo?
Want a demo?
GET YOUR DIGITAL EFFICIENCY SCORE
GET YOUR DIGITAL EFFICIENCY SCORE
See how effectively you’re managing your company data—so your team spends less time chasing documents and more time using their expertise to drive results.
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It takes just two minutes
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It's completely free
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Receive personalized results instantly
Reframe how you think about information access
Reframe how you think about information access
Most teams struggle when documents live in too many places - and their processes live in people's heads.
Most teams struggle when documents live in too many places - and their processes live in people's heads.
That shows up as:
- Time lost searching for invoices, contracts, or policies
- Bottlenecks in reviews and approvals
- Security rules that are hard to enforce consistently
- New hires taking months to get up to speed
You feel it long before it shows up on a balance sheet.
Here's the shift high-performing teams make: repeatable, trackable processes are the goal.
Here's the shift high-performing teams make: repeatable, trackable processes are the goal.
When you standardize how work flows, you:
- Reduce operational drag
- Improve client and employee experiences
- Protect institutional knowledge
- Scale without adding complexity
That’s the role DocuXplorer plays in your business.
See how other teams use automation
See how other teams use automation
Interstate Cold Storage relies on DocuXplorer as the backbone of its record‑keeping across more than 20 related companies, helping teams retrieve critical information in minutes, stay audit‑ready, and protect highly sensitive data without adding complexity or cost.
DeliverIt Pharmacy shaved weeks off their approvals process, increased financial record accuracy, and spent a whole lot less on gasoline (no, really) by changing how they manage AP documents.
Facing space constraints and limited staff, the Maryland Board of Dietetic Practice turned to DocuXplorer to digitize decades of records—without adding headcount or losing control.
Fully Loaded Automation & Security Tools
Fully Loaded Automation & Security Tools
Deployment
Cloud, on-premise, or hybrid
Implementation and training
Set up on day 1, no months long rollouts
Business Process Consulting
In-house consulting and execution
Migration Support
Guided, in-house migration support
Document Organization
Flexible metadata + folder structures
Search
Metadata + full-text + natural language chat
Email Management
Integrated + automated filing
Automation
Built-in workflow designer
AI
Automated filing, tagging, and chat
Digital Signatures
Works with all digital signature tools
Form collection
Works with all form collecting tools
Version Control
Clear tracking and visibility
Compliance
Encrypted in transit and at rest,
compliant with all major electronic handling protocols
Permissions
Granular control for users and groups
Ease of Adoption
Designed for faster team adoption
WORKING TOGETHER
Using your tools effectively
is what matters
Using your tools effectively
is what matters
We learn how your team likes to work
You walk through the documents your team handles, where they come from, what slows people down, and how they like to work.
You walk through the documents your team handles, where they come from, what slows people down, and how they like to work.
We shape a process your team will use
Together, you build a simpler way to work that fits your team and gets buy-in, so adoption feels natural.
Together, you build a simpler way to work that fits your team and gets buy-in, so adoption feels natural.
You free up time to focus on bigger work
With less printing, filing, and confusion, your team can take on more without added stress or headcount.
With less printing, filing, and confusion, your team can take on more without added stress or headcount.
Trusted by teams who manage critical documents every day—from finance and HR to regulated industries where security and accountability matter.
Trusted by teams who manage critical documents every day—from finance and HR to regulated industries where security and accountability matter.
"DocuXplorer has great flexibility in designing document metadata. We store all sorts of disparate documents: employee personal info, technical/mathematical, hardware manuals, etc. The metadata for these are markedly different, requiring their own taxonomic definitions."
- Herb R.
Database Administrator
Financial Services
- Herb R.
Database Administrator
Financial Services
"Support is amazing. When I have a problem, they are just one email away.
I have used DocuXplorer for 15 years or so. I have confidence in the company and the people working with the company and would not move to another system."
- Penny D.
Chief Financial Officer
Retail
"Our companies have been using DocuXplorer as a primary document management system running on-premise for around 20 years. Throughout this period I have watched the software evolve, supporting future operating systems and adding in new useful features all while sticking to its fundamentals as well as providing the same, high-level support that's only available from smaller businesses. If the feature set meets your expectations, I can assure you of its reliability!"
- Michael R.
IT Manager
Warehousing
- Michael R.
IT Manager
Warehousing
ABOUT US
ABOUT US
For 30 years, DocuXplorer clients have used our tools to organize, automate, and protect their information. Every team puts the platform to work in their own way—shortening processing time, moving audits faster, tightening security, and automating processes that support growth. Their real-world experience continues to shape how the product evolves and where we focus next.
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