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Top Benefits of Incorporating Automated Workflow into Your Document Management Software

Businesses usually have internal mechanisms through which processes such as purchase requests, supply orders and payment for goods and services received are subjected to before they can be approved. Organizations that are not yet paperless would have to physically take the documents to the different managers for approval. This is not only tiring but it is time-consuming as well and in today’s fast-paced business environment, that is quite unacceptable Read More »

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.

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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 »

Document Management Taxonomy

DocuXplorer now offers document management taxonomy services available to assist clients with industry-leading workflow solutions related to its document management software.  Taxonomy is a practice in which objects are arranged and classified to provide order; something that is now being utilized within document management solutions to streamline an organization’s workflow.  The term ‘taxonomy’ comes from the Greek, and it literally means ‘arrangement method. The document management taxonomy division of our document management consulting services unit was established in January of 2011 in response to overwhelming client demand for help in designing the most effective organization of DocuXplorer’s cabinet structure.  Its consultants, with over two decades of experience in document management taxonomy, are equipped with the skills necessary to design and implement solutions to DocuXplorer client concerns and to help clients optimize their document management strategy.

While our document management taxonomy consulting services are customized to meet the unique needs of each client, the following are examples of the types of consultations we offer:

Customized Set-Up:

DocuXplorer’s virtual cabinets and folders are pre-configured to conform with your firm’s organizational structure and workflow procedures, before you begin to import documents. Based on your needs, a file structure can be set up for an entire firm or for an individual function or department to facilitate finding the right information at the right time. 


Your current library configuration and indexing practices are analyzed to determine if you are getting the most out of the system.  Recommendations focus on suggestions for facilitating document input and improving search results.

Search Clinic:

Learn more about how search works within DocuXplorer and what can be done to enhance search results throughout your firm. Current indexing practices are reviewed against a sampling of actual searches.  Recommendations are formulated to suggest adjustments which will enhance search precision.

Records Management:

Use DocuXplorer to facilitate compliance with your firm’s records retention guidelines. Have the DocuXplorer index sets updated so they can be used to track key review and action dates dictated by your records management policy.


Customized employee training modules developed and delivered on any aspect of DocuXplorer usage, including:

  • Setting up new file structures
  • Modifying existing file structures
  • Managing index sets
  • Searching more effectively
  • Setting up and maintaining information access controls. 

For more information about our document management taxonomy services, contact a member of our sales team at or call +1 (212) 496-9871 or (888) 246-9696 (toll-free in the US and Canada).


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