Document Management Features

Created specifically to suit the needs of small to mid sized businesses and for collaborating between departments, DocuXplorer’s document management features provide clients with the functionality of the document management solutions used by today’s larger corporations without the need for any technical expertise. DocuXplorer is an ideal solution for businesses looking to replace their current document management software or those looking to move to a paperless office.

See DocuXplorer’s industry leading document management features below that make it one of the most intuitive and user-friendly yet fully robust document management software platforms on the market.

Add Documents Easily Import documents from your scanners (local or network), email, fax machine, Microsoft Outlook, Word, Excel or PowerPoint or QuickBooks, or directly from any hard drive. DocuXplorer's PDF print driver can also capture information from any program to be stored quickly and easily.
Organize Them Your Way DocuXplorer's flexible cabinet, drawer and folder structure goes beyond the physical world and empowers you to optimize your business process - in a fashion you want.
Index Documents Set up tags or metadata customized specifically for your organization, empowering you and your team to search for and locate documents quickly and easily. DocuXplorer’s index validation process ensures that users must type in all required information to ensure the data is consistent with a look-up list.
Control Document Versions Maintain and track a history of changes you and other users make to any file type you store in DocuXplorer.
Maintain Audit Trail Whether it’s because of government regulations or because you simply want to keep track of what your users are doing, DocuXplorer has you covered by providing a documented audit trail.
Microsoft Office Integration DocuXplorer’s MS Office integration enables easy editing of office documents while working directly within these applications. Our integration with Outlook also allows users to save emails and attachments to DocuXplorer as well as attach documents to new emails from within Outlook.
Secure Documents We know how important both internal and external document security is to our clients. Our software's back-end security features and encryption technology ensures we are compliant with all government requirements for document security including HIPAA, SEC, Sarbanes-Oxley and FINRA. Our built-in multilevel security system ensures your confidential data is safeguarded.
OCR in 27 Languages Optical character recognition (OCR) is the electronic conversion of scanned images of typewritten or printed text into machine-encoded text. DocuXplorer’s advanced, built-in OCR functionality allows users to search for text that has been OCR’d in English, Spanish, Italian, German and (more).
Extracting Text Has Never Been Simpler Using DocuXplorer’s text extraction feature, you can easily capture text from a PDF or electronic document for quick and easy keyword searches from within the document. With our new Unicode version, DocuXplorer users can now extract text in English, German, Arabic, Russian, Japanese or even Tagalog!
Manage Your Workflow Documents requiring immediate attention can be assigned to different users. Track the status of each document as it cycles through your team.
Support Remote Users A Remote Desktop Connection supports both PC and Macintosh users. Authorized users can access the data at any time, anywhere.
Export Rapidly Documents can be emailed or sent to any Windows folder in their original format or can be converted into a PDF.
Integrate QuickBooks (optional) DocuXplorer automatically creates the specific index fields associated with your QuickBooks (both US and U.K. version) transactions. The QuickBooks integration is seamless.
Automate Importation of Documents (optional) With a simple click of the mouse, users can run DocuXplorer's import engine and import data from third-party products quickly and easily.
Easily Integrate Your In-House Software Integrating your current in-house software program into DocuXplorer is quick and easy using our Application Programming Interface (API) tool.