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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 »

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. Additional "how-to" videos may also be found by visiting our YouTube page. 

If you require more information or training, please email to arrange for additional training.

Document Management Instructional Videos

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.


DocuXplorer Creating Index Sets

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



QuickBooks Integration

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



Limit document access and features to protect company assets


How to add documents

Describes the various methods for user to add documents to the Docuxplorer Library


How to locate documents

Find document with DX's extensive features


Smart Capture

See how you can speed up the process of saving documents


Smart Capture for Administrators

Smart capture setup and administrative tip and trip to save users time


Import Engine

Import document is mass from other legacy systems or other automated applications



Workflow Basics

Learn the basics of how DX's workflow control and manage business process


Workflow Samples

See sample build in workflows in action


Workflow Desginer

See workflows development process


Workflow for Administrators

Workflow topics for administrators