How digital archiving works with Doxis
Doxis combines document capture, automated indexing, and digital archiving with probative value to turn your documents into a reliable, accessible, and compliant archive, with no manual intervention required.
1. Capture the document
Retrieve the document from any source: email, scanner, mobile devices, ERP, SharePoint, cloud applications, API, or shared folders. Doxis automatically ingests documents without any manual pre-sorting step.
2. Index and classify
Doxis identifies the document type and automatically assigns the metadata needed for future retrieval: document type, relevant department, date, and associated third party. This indexing relies on your business rules and classification criteria.
3. Store in a durable format
The document is converted to PDF/A format, which guarantees its readability even decades after archiving, and is then protected against any unauthorized alteration or deletion. This dual protection forms the basis of archiving with probative value.
4. Apply retention rules and track access
Legal or internal retention periods are applied automatically based on the document type. Every access and modification is logged in a complete audit trail, ready to be presented during an inspection or audit.
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