How document management works with Doxis
Follow a single document, such as a signed contract arriving by email, from the moment it reaches your company to the end of its retention period. Doxis handles each step on one platform, so the document keeps its context and its rules the whole way through.
1. The document arrives
Doxis captures documents from email, scanners, uploads and connected business applications such as Salesforce or Microsoft 365. Paper documents are digitized on intake, so every document enters the system in digital form.
2. AI recognizes and indexes it
Doxis AI.dp classifies the document type and extracts metadata such as the customer, contract partner or date. That metadata makes the document searchable from the moment it is filed.
3. It lands in the right digital file
Doxis files the document in the customer, contract or project file it belongs to, where it inherits that file's access rights. Everyone who works on that customer or contract sees the same complete file.
4. Your teams work on it
Automated workflows route the document for review and approval, and every edit is saved as a new version. Each workflow step is logged, so you can see who reviewed and approved the document and when.
5. Doxis retains and archives it
Retention schedules apply automatically, the document moves to the audit-proof archive, and a disposition workflow deletes it when its retention period ends. A legal hold pauses deletion whenever litigation requires it.
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Migrate your legacy DMS to Doxis during live operation
Your teams keep working while you switch document management systems. With the Doxis Consolidation Service, the metadata moves first, users reach legacy content through Doxis from day one, and the content migrates in the background until you decommission the old system.
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