Doxis Agent Bundle - Folder & Documents

How you benefit from the Doxis BundleFolder & Documents

• An eFile for every new transaction
  Automatically create eFiles for new customers, suppliers, employees, projects, contracts, etc.
• Retention management made easy
  Let Doxis delete eFiles and documents in line with retention rules or events
• Automatically sync metadata
  Assign documents automatically to the appropriate folder and add their metadata in the process
• Easily change metadata
  You define the events, and an agent deletes, changes, adds the metadata for eFiles and documents accordingly
• Agents manage agents
  Do you want agents to automatically process documents and eFiles? Delegate oversight to a higher-level agent