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Services

Document Management Professional Services

Managing documents isn't one-size-fits-all. We offer tailored professional services to help you make the most of your investment. Whether you're just getting started or ready to optimize what you have, our team is here with practical support and real results.

technical support services

Keep things running smoothly with ongoing, personalized support and services.

Super Support

Get unlimited access to our expert technicians by phone or web. Super Support clients receive priority response times, early access to new features, and personalized help when you need it most.

Private Cloud Hosting

Let us host DocuXplorer for you in a secure private cloud environment. We’ll recommend the right server specs, manage setup and data migration, and monitor your system daily to ensure everything is backed up and up to date.

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DX Secure Backup

Enjoy peace of mind knowing your data is 100% backed up. Whether you're cloud-hosted or on-premises, our automated backup solution protects your files from hardware failure, theft, or accidents.

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Automated Workflow and Business Process Management

Streamline your business-critical processes with custom-built workflows. From  approvals to onboarding, we work with you to design and implement workflows that meet your team's needs and make every business function more efficient.

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AI OCR, AI Capture, and AI Insights

Automate data entry and document filing with next-gen AI tools. We’ll train your team to harness AI-powered capture and indexing so you can eliminate manual processes, reduce errors, and reclaim hours of time each week. With private AI chat, you'll find what you need in seconds and unlock instant insights to drive decision-making.

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Email Assistant

Delegate your email monitoring and filing tasks. Automatically file and index emails and their attachments into DocuXplorer. You can also trigger follow-up workflows when new emails are added to the system. Clients use this to streamline applications, incoming vendor invoices, and more. The options are endless.

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User Training  

Give your team the confidence to use DocuXplorer effectively. We offer flexible training aligned with your roles, goals, and workflows, for both new users and experienced teams looking to level up.

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Special projects and custom consulting to meet you where you are.

Scanning Services

Need to digitize a backlog of paper files? We’ll take care of it—fast, accurate, and indexed for easy retrieval. Whether it’s a few cabinets or an entire storage room, we’ll help you move forward without disruption.

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Taxonomy and Strategy

Not sure how to organize your documents? We help you build a smart folder structure, configure import tools, and align your setup with how your team actually works. Our consultants turn complexity into clarity.

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Custom API Services

Connect DocuXplorer with the other tools your team relies on. Build out your own connections with your in-house developers, or for hands-on integration support, use our API service to bridge the gap between your systems.

Let's build a smarter system, together.

Every team has different goals, documents, and ways of working. We’re here to help you get the most of DocuXplorer—not with cookie-cutter advice, but with personal support from real people who understand your business.

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