Overview of Products

One of the easiest-to-use yet fully robust document management software platforms available in the market today, DocuXplorer was created specifically for small-to-medium sized businesses and inter-departmental use. DocuXplorer provides its clients with the functionality of document management systems utilized by larger institutions without the need for technical expertise or the expense of an IT consultant. With DocuXplorer, you can:
 

Add Documents Easily Import documents from your scanners (local or network), email, fax machine, Microsoft Outlook, Word, Excel or PowerPoint or QuickBooks, or directly from any hard drive. DocuXplorer's PDF print driver can also capture information from any program to be stored quickly and easily.
Organize Them Your Way DocuXplorer's flexible cabinet, drawer and folder structure goes beyond the physical world and empowers you to optimize your business process - in a fashion you want.
Index Documents Set up tags or metadata customized specifically for your organization, empowering you and your team to search for and locate documents quickly and easily. DocuXplorer’s index validation process ensures that users must type in all required information to ensure the data is consistent with a look-up list.
Control Document Versions Maintain and track a history of changes you and other users make to any file type you store in DocuXplorer.
Integrate with Microsoft Office Suite Add or find documents from within Microsoft Outlook, Word, Excel or PowerPoint through the DocuXplorer tool bar shortcut on your computer's desktop. Add saved searches or documents that you routinely access directly to your desktop. Have instant access to documents that require attention immediately.
Maintain Audit Trail Whether it’s because of government regulations or because you simply want to keep track of what your users are doing, DocuXplorer has you covered by providing a documented audit trail.
Secure Documents We know how important both internal and external document security is to our clients. Our software's back-end security features and encryption technology ensures we are compliant with all government requirements for document security including HIPAA, SEC, Sarbanes-Oxley and FINRA. Our built-in multilevel security system ensures your confidential data is safeguarded.
Manage Your Workflow Documents requiring immediate attention can be assigned to different users. Track the status of each document as it cycles through your team.
Support Remote Users A Remote Desktop Connection supports both PC and Macintosh users. Authorized users can access the data at any time, anywhere.
Export Rapidly Documents can be emailed or sent to any Windows folder in their original format or can be converted into a PDF.
Integrate QuickBooks (optional) DocuXplorer automatically creates the specific index fields associated with your QuickBooks transactions. The integration is seamless.
Automate Importation of Documents (optional) With a simple click of the mouse, users can run DocuXplorer's import engine and import data from third-party products quickly and easily.
Easily Integrate Your In-House Software Integrating your current in-house software program into DocuXplorer is quick and easy using our Application Programming Interface (API) tool.