Document management for ServiceNow

Better case outcomes start with better information

Every case and workflow in ServiceNow depends on complete, trusted information. Doxis ensures your documents are structured, governed, and instantly available—so teams resolve cases faster and deliver better outcomes for employees and customers alike.

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Supercharge ServiceNow with Doxis Document Intelligence

Doxis is ideal for organizations that manage document-heavy workflows and processes in ServiceNow, giving teams:

A unified content platform

Create a single source of truth for all enterprise documents, fully accessible in ServiceNow and integrated with systems like SAP and Salesforce
Reduce storage costs by shifting attachments from ServiceNow to Doxis intelligent document archiving
Resolve cases faster with Doxis Superhuman Search and contextual workspaces that bring the right information together

Lightning-fast workflows

Automate workflow documents by generating outgoing files, validating incoming ones, and linking all related content
Give agents faster access to the right information with semantic search and clear document context
Improve processing accuracy with purpose-built models for financial and structured documents

Stronger compliance and governance

Add retention rules, legal holds and tamper-proof archiving that enhance ServiceNow’s native capabilities
Maintain full audit trails so every document in any workflow is traceable and defensible
Meet industry requirements for regulated sectors like banking, insurance and the public sector

SER, now known as Doxis, named a Leader in the Gartner® Magic Quadrant™

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Enhance value in your ServiceNow workflows

From customer cases to HR requests and financial reviews, documents sit at the heart of many ServiceNow workflows. Doxis makes each of these document-driven tasks faster, clearer and more reliable.

Customer service management made easy

Customer service teams need critical case information directly in ServiceNow to provide swift, accurate support. Doxis brings everything together in one place so your agents see the full customer story without switching tools.

Access customer history, equipment records and contracts directly inside each case
Work faster with all related documents linked and ready in one view
Resolve issues confidently with complete, accurate case context

Precision invoice processing built for ServiceNow

ServiceNow financial workflows depend on reliable document data. Doxis uses purpose-built AI to extract invoice and financial document data and deliver it directly into Finance and AP workflows.

Catch errors early with AI that flags mismatched amounts, missing data, or faulty documents
Speed up approvals by delivering clean, ready-to-use invoice information to finance teams
Keep finance workflows moving with fewer holds, fewer corrections, and far less rework

Smarter document support for HR Service Delivery

HR teams use ServiceNow HRSD to manage key employee processes, but creating and organizing the documents behind them can take time. Doxis automates the creation of correspondence, contracts and onboarding packages so HR workflows run smoothly from start to finish.

Create consistent, error-free HR documents automatically as part of your HRSD workflows
Keep every contract, letter and form organized and easy to access in ServiceNow
Accelerate onboarding and employee requests with ready-to-use, complete document sets

AI-powered fraud detection

Documents submitted into ServiceNow cases often come from many sources and can vary in completeness or authenticity. Doxis automatically scans attachments for signs of manipulation or fraud so teams can trust the documents they’re working with.

Catch manipulated or suspicious documents before they enter critical workflows
Reduce risk in fraud-prone areas like insurance, financial services and public sector processes
Give caseworkers confidence with automated checks that run in the background

Experience AI that’s designed for your documents

Invoices, forms and records often look different from one company to another, which can make generic AI misinterpret fields or skip important details. With Doxis, you can train AI to understand the exact layouts and information your documents use, leading to much clearer results and fewer corrections.

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Schedule your personalized Doxis demo

Requesting a demo is quick, easy and free — with:

A quick chat
Zero obligation
Use cases tailored to your industry

Doxis is the perfect fit for your business if:

You have 100+ users and an international presence
You need to process large volumes of documents
You need to tackle complex business processes