File and sort documents automatically

Doxis Agent Bundle – Input & Distribution

A Product of SER

Make file server content usable in Doxis in accordance with legal regulations (e.g. GDPR) – automatically archive files from the filing system in Doxis with the desired retention periods, assign to a suitable file or records folder, and send as a transaction to the inbox of the relevant person. The functionalities available in the standard product are extended through add-ons, e.g. customizable automations to meet specific business requirements.

Get in contact

How you benefit from Doxis Bundle – input & distribution

Import files automatically
Your documents are stored as usual in the file system, and Doxis retrieves them regularly and archives them, including metadata.
Securely comply with GDPR, etc.
There’s no need to worry about about retention and deletion periods, as Doxis assigns these to documents when archiving them.
Each document has its own file
Automatically sort documents into lease records, contract files, etc. If there aren't any, Doxis creates them.
When documents trigger processes
Send contract documents, vacation requests, etc. directly to the right employee inbox for processing.

This starter package bundles add-ons for capturing, distributing, and archiving documents: • Import documents from the file system • Create a process with the archived document and assign to the relevant person for processing. • Link an archived document to a file/folder • Assign a retention period to the document

What you get from us Technical description

Return to overview

How can we help you?

+49 (0) 30 498582-0

Your message has reached us!

We appreciate your interest and will get back to you shortly.