New integration with ZorroSign—streamline signing documents and managing a workflow
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DX Features

Document Management Workflow Automation

DocuXplorer’s workflow designer lets you automate each step of your organization’s unique business processes. Eliminate time-consuming tasks.

workflow designer

A key component of document management is Business Process Management (BPM). BPM workflows translate your organization’s vision into actionable business processes. The primary goal of an effective document management software workflow (DMS workflow) is to reduce or eliminate unnecessary manual tasks and automate value-add processes. 

DocuXplorer’s workflow designer lets you automate each step of your organization’s unique business processes. As your documents are added to a workflow, they are sent to the right people, with email notifications directing relevant users to the next steps. 

Need a contract securely signed? DX comes with a prebuilt workflow for digital signatures, enabling you to send, track the status, set reminders, and store the legally binding, signed document.

For power users and administrators, the DX Workflow dashboard allows you to monitor and track the status and progress of all workflows, so you can anticipate any potential issues before they happen. 

DX Workflow empowers users to:

  • Build customized workflows with our easy-to-use designer;
  • Track workflow tasks as they progress;
  • Prioritize tasks you’re responsible for;
  • Escalate overdue tasks; and,
  • Improve departmental and organization-wide collaboration.

Ready to run the DX Workflow?

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