The right document management products and features for your business.
Powerfully structured library tree that’s familiar and flexible.
Automatically tag documents with metadata using OCR.
Convert digital pages to searchable PDFs.
Scanning and data entry now takes minutes, not days.read the article
DocuXplorer’s organizational structure (The Library Tree) is based on a familiar cabinet, drawer, and folder system but enables flexibility that goes beyond the physical world and empowers you to optimize your business processes in a completely customizable fashion that works for you.
Get started fast with hundreds of prebuilt templates.
Take advantage of our Taxonomy Consulting to optimize your document management strategy.
Our built-in proprietary technology imports files directly into a specific cabinet, drawer, and folder, where DocuXplorer can automatically populate index set field data (such as invoice number or date).
DocuXplorer’s Optical Character Recognition (OCR) converts scanned images of text (in multiple languages) to electronic text that’s searchable, indexed, and retrieved within the software.
Build custom zonal templates to quickly index regularly processed document types.
Capture visual information from any program to be stored quickly and easily as a PDF.
Automatically import documents and index data from an external source.
The document import engine will create new cabinets, drawers, and folders as needed, as well as import files and populate index fields associated with the documents.
Client use cases have proven to import and index 100,000 documents per day. This feature dramatically reduces the laborious task of data entry.
Edit, annotate, collaborate, and share all in one place.
Find any document in seconds.
Send, track, and securely store legally binding contracts.read the article
Automatically send your team what they need when they need it.read the article
Maintain and track the history of changes made to all files including the user and timestamp.
“Check-out” documents so only one user can perform edits at a time. Multiple users can also view a document simultaneously.
Instantly make edits to documents in their native program.
Documents can be forwarded to other users via email, or DX Workflow, automating and tracking document processing.
Add notes, annotations, comments, and alerts to documents.
Finding files fast has never been easier.
Full Text Search
Search for a word or phrase in any index field, memo, OCR text, and full text of a document's content.
Using Index Sets and Index Set Fields, narrow your search criteria for precise results.
Write an SQL string to search the database.
DocuXplorer’s native integration with ZorroSign enables you to securely submit a document for signing, track its status, set reminders, and store the signed copy with access to the legally binding original.
Already use an esignature tool? Our API can get you connected.
DocuXplorer’s automated workflow is your key to ending repetitive time-consuming tasks.
Our workflow designer lets you automate each step in your organization’s many business processes. As your documents are added to a workflow, they are sent to the right people, with email notifications sent to those required to take the next step. Set due dates so automated reminders keep everyone on target.
Track every action on every document.
Set user permissions.
Quick, secure access on any device.
Ensure you meet all government security and privacy regulations.read the article
The Document Event Log tracks every action taken on a document, stamping it with the event date and time, and the name of the operator who performed the action.
DocuXplorer also provides a Library Event Log with data on every action taken on every document in the Library that can be used to create reports and track user activity.
Encryption makes information unreadable to anybody without the proper credentials.
DocuXplorer gives you total control. You can set permissions for individuals or groups for nearly every function of the program from objects down to fields.
DocuXplorer’s web-based document management system enables you to securely locate any file on any device.
DocuXplorer’s security settings and permissions are the same in our Web Client as in our desktop version. Information viewed through our Web Client can utilize 256-bit SSL encryption.
DocuXplorer security functionality keeps you compliant with HIPAA, NASD, SEC, SOX, FINRA, GDPR, ISO and FDA regulations for document security, confidentiality, document and record life-cycle retention management and audit trails.
dx secure backup
A recovery plan that protects your data from disaster.read the article
dx cloud hosting
Host your data in the cloud, powered by Microsoft Azure.
Someone’s always ready to help.
Highly experienced organizational experts at your service.read the article
DocuXplorer can operate on your existing network hardware. Workstations require Microsoft Windows 7 or later 32 or 64 bit, Pentium 4 processors with at least 1 GB or more. DocuXplorer’s internal database server runs side-by-side with a SQL or other company server. DocuXplorer was designed so that there would be little or no database maintenance, and has a very small footprint. Microsoft Internet Explorer 10 or newer must be installed on your workstation prior to the installation of DocuXplorer. If you are looking to integrate with Microsoft Office, you must be running MS Office 32bit 2003 or later.
For five or fewer users, you can use DocuXplorer directly from a workstation or opt for a dedicated server (including virtual machines) running up-to-date versions of Windows (must be Windows 2008 or newer) or Linux. However, servers are recommended for systems with five or more users. If you have a large number of documents to store, you may want to add a large hard drive to your network for document storage. You should also have an adequate back-up system in place. Learn more about DX Secure Backup for disaster recovery services.
If you plan on scanning documents into DocuXplorer, you will need a scanner with an auto-document feeder for paper documents. The scanner speed will depend on your daily scanning needs.
Sybase (a SAP company) Advantage Database Server software requirements.
Enterprise hardware recommendations:
For up to 50 users:Processor: Two 2nd Generation Intel® Xeon® processors 8 coresRAM:16 GB Controller: SCSI or SSD (second controller preferred) with Hardware RAID 5 (3 drives for RAID 5) Network Card: 100MB/1GB Network Card For 50-100 users – large deployments require dedicated serversProcessor: Dual 1.8 GB Xeon RAM: 8 GB Controller: SCSI with Hardware RAID 5 (3 drives)Network Card: 100 Mb Network Card
For more than 50 users:Processor: Two 2nd Generation Intel® Xeon® processors 12 cores RAM: 24 GB Controller: SCSI or SSD (second controller preferred) with Hardware RAID 5 (3 drives for RAID 5)Network Card: 100 Mb / 1 GB Network Card
TWAIN Compatible Scanners
All of the scanner models listed below have been tested with the TWAIN drivers supplied with them at the time of testing. All of these have interfaced successfully with DocuXplorer. Nonetheless, Archive Power Systems, Inc. cannot guarantee that these scanners will be fully compatible with the DocuXplorer product line due to the fact that we were unable to encompass all the possible operating systems and scanner drivers during the rigorous testing process.
To help you best determine whether or not the scanner you have is the right fit for use with DocuXplorer, we encourage you to download our free full-functionality 30 day trial and test its performance and integration. If you need help configuring your scanner to interface with DocuXplorer, please feel free to contact our technical support team at email@example.com for prompt assistance.