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Document Management Software - A Total Solution for Financial Services

Managing information is part of any business, and in today’s world sharing, transferring and securing important documents is crucial. Financial services firms handle huge amounts of data, and not just any data, private information including dates of birth, social security numbers and detailed records of financial accounts. Read More »

Taking the Next Step with Document Management Software

Today’s business world demands employees perform a wide range of functions and have the ability to multitask throughout the day, many times using multiple devices. Not only must they have the ability to work with a range of devices to get the job done, often they are required to use multiple software applications and perform duties in several different locations. Read More »

World Paper Free Day 2014

November 6, 2014, is officially World Paper Free Day and represents a movement to help individuals and business operations eliminate the use of paper for a full twenty-four hours. While this may not be quite as exciting as Christmas or other traditional holidays, it should actually rank towards the top of your list of important days throughout the year. If you are interested in cost savings and software that is easy to use, this day is for you!

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Personal Document Management

DocuXplorer's Personal document management edition, like the other editions of DocuXplorer, is an industry-leading solution for personal document management that is fully-functioning and user-friendly. The Personal document management software is installed on a single computer and allows users to create a single cabinet structure and two user-defined index sets. Within the cabinet, users can create an unlimited number of drawers or folders. The library can accommodate up to 14 terabytes of data, so you will never have to worry about volume constraints.

The Personal document management version is recommended for budget-minded single users who are not subject to external reporting requirements (i.e. SEC, Finra, HIPAA or other audits). This edition is also a personal document management solution with QuickBooks document management integration. A QuickBooks module is available at a nominal charge to users of the Personal version and can automatically link your DocuXplorer library to QuickBooks.

Like the Professional document management version, users of the Personal Edition can quickly and easily expand to the Enterprise document management edition if there is a need to accommodate additional users across multiple computers. You will not lose any data or program settings, since the DocuXplorer Library is easily transferred to your server and set up for multiple users. Upgrade costs are nominal - and the simple installation process can be handled either by our technical support team or by your own IT staff.

For more information about our affordable options, contact a member of our sales team at or call toll free +1 (888) 246-9696.

Personal Edition