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DX-Files | Newsletter | October 2021

DocuSign Integration, Smart Capture OCR, Customer Success Stories, and More

October 20, 2021

DX-Files Newsletter October 2021


Give your team an efficiency and productivity boost. Learn how to use tools like Digital Signatures and OCR to digitize and automate your business processes.

DocuSign Document Management Integration


DocuSign Integration

The DocuSign integration allows you to quickly and securely send and receive documents for eSignature from anywhere in the world right from within DocuXplorer. Trigger next steps on signed contracts with DX automated workflows. You’ll always know the status and follow-up tasks for all your signed contracts.



Smart Capture Templates

Looking for a faster way to tag each document with index information? We have it! Smart Capture is DocuXplorer’s answer to automating the indexing and filing process for recurring documents. This automated assistant cuts your data entry by upwards of 70%. That’s a lot of time to focus your energy elsewhere.


Sara Smith


Sara Smith

Hi! I’m Sara, and I’m excited to be a part of the Client Success Team with DX. Three fun facts about me: (1) I’m a West Virginia native currently living in Central Florida (2) I hold two graduate degrees - a J.D. and an M.B.A. (3) I’m a multi-sport athlete who loves CrossFit and Weightlifting so much that I have a CrossFit Level 1 and USAW certification. 

I’ve enjoyed e-meeting many of you, learning how you use DX on a daily basis and finding ways to improve your experience even further! I look forward to continuing those relationships and helping your businesses grow.

If we haven’t spoken yet, let’s set up a time to chat. Schedule your Client Success call.


DocuSign Integration

Save time and boost productivity by signing documents remotely

Smart Capture

Automatically assign index information and file your everyday documents using Zonal OCR.


Four Ways to Boost Efficiency with Modern Systems of Agreement

Modern systems of agreement can help you to work smarter, transforming the ways you prepare, sign, and manage agreements. Learn how digitizing paperwork, automating tasks, and integrating all related systems can dramatically increase efficiency and productivity while lowering costs.

DocuXplorer’s new integration with DocuSign gives you the power of digital signature, without changing the way you work. Any document in DocuXplorer can be sent for digital signature using DocuSign. Track the status of the contract right in DX and once the document is signed it’s saved back in DocuXplorer and can trigger a followup workflow, like invoicing, or onboarding.

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