Live Chat Offline

Quick Tips

Document Management Software Vs. Online Storage

As businesses grow, they often find that their local file servers have reached their end-of-life and they are now difficult to maintain. In an attempt to fulfill their document storage needs, these firms often opt for online public cloud services such as Google Drive or Dropbox, only to realize that these platforms are not scalable, have poor functionality and are prone to external attacks.

Read More »

Five Reasons Document Management Software Can Save Your Company Money

In this digital day and age, most businesses are able to save substantial amounts of money and resources by investing on Document Management Software solutions, which are truly one of the greatest inventions ever made for business. Document Management Software (DMS) is so crucial for businesses to thrive in the digital age as it acts to centralize all business content of any company. Read More »

The Benefits of Workflow Automation

Competition is tough nowadays. In order for a company to stay viable and to continue progressing, it has to be able to optimize its business processes, minimize inadequacies and prevent bottlenecks, preserve and utilize resources properly, and in the end, increase profits and revenue. One of the ways businesses can reach these goals is to opt for business workflow automation.

Read More »


It's often said that a picture speaks a thousand words. That said, DocuXplorer has created a series of online videos for its clients that offer a variety of tutorials designed to make it as easy as possible to understand and put to use the extensive functionality in our software.

Our clients have told us that they much rather prefer watching instructional and user-friendly videos than reading an instruction manual, so we responded!

The videos below provide overviews and instruction-related content for DocuXplorer's most commonly used features. If you require more information or training, please email to arrange for additional training.

Document Management Instructional Videos

DocuXplorer Desktop Overview

This tutorial provides an overview of DocuXplorer's key desktop features.


Creating a Library Structure

This instructional video provides viewers with the basic tools they need to create their own library structure - from the cabinet level down to the folder level.



QuickBooks Integration

See how easy it is for DocuXplorer to integrate with QuickBooks.


Microsoft Office Integration

This video shows you how easy it is to integrate DocuXplorer with all of your Microsoft applications, including Word, Outlook, Excel and more.


Lesson One

The DocuXplorer Desktop


Lesson Two

Creating Cabinets, Drawers and Folders (using a medical office as an example)


Lesson Three

Creating Index Sets (using a medical office as an example)


Lesson Four

Adding Documents (using a medical office as an example)


Lesson Five

Finding Documents (using a medical office as an example)