Improved customer service
Benefit from a 360° view of your customers across all systems — ERP, CRM, email and much more
End-to-end digital processes
Pave the way for end-to-end processes with information combined from all company systems
Create value in daily work
Don't waste time on repetitive tasks like data capture & filing or creating eFiles
Doxis has huge integration capabilities and the flexibility to enhance process efficiency."
Dirk Kuhlmann, IT Demand Management, Phoenix Contact GmbH & Co. KG
360° view of projects & business partners
Systematically combine information from Microsoft Office & business applications and benefit from a complete overview to expedite decision-making and the provision of information.
Mitigate legal risks
Automate document filing from all your company systems and effortlessly prove compliance with retention periods and data protection requirements.
Familiar work environment
Continue working as normal in the standard Office applications or leading ERP, CRM, HR systems etc. and use the intuitive, integrated ECM functions.
Efficient, error-free digital processes
Put an end to delays caused by switching between media & systems and benefit from secure, automated processes.
Connect what belongs together
ERP, accounting, CRM or HR — structured data can be managed with a wide range of systems. Doxis puts your invoices, contracts, CAD drawings and emails together in the right business context. You can see and access all documents associated with a transaction any time at the touch of a button.
Multiple systems — one ECM
With the universal, vendor-independent Doxis connectors for ERP, CRM etc. you can integrate any of your applications. This enables you to create the integration scenario that fits your interface needs. Generic and specific interfaces, content federation services and add-ins enable you to create a variety of integration scenarios, from indirect to seamless integration. The Doxis Viewer displays more than 300 file formats — without ever having to install the original application.
ERP
From order entry to invoice review: With Doxis integration, you can can find all documents related to transactions in ERP and accounting. You can increase efficiency with automated inbound invoice processing.
CRM
Emails, contracts and customer data? Doxis integrates them into your business processes. This way, sales, service and marketing teams can access all information in customer eFiles, also while working remotely.
CAD
With Doxis CAD Manager, you archive drawings, models and approval processes transparently and audit-proof. Users can access them even without CAD.
HR
Integrate your HR system with Doxis: Personnel and applicant data plus the related documents are bundled into HR eFiles in Doxis in a centrally secure and uniform way.
Email & Groupware
Emails from partners, customers and employees in addition to documents from groupware: Doxis automatically assigns them to the right context and process. Smart add-ins enhance your applications with ECM functions.
Best practice
Read nowSunrise offers its telecommunications customers a first-class service. It's all thanks to the end-to-end management of all customer information from the customer portal, CRM system, Microsoft Outlook, Office and SharePoint — in combination with Doxis.
Integration the way you want it
You define the integration depth. Generic and specific interfaces, content federation services and add-ins provide you with full flexibility:
Add missing functionality
Round out your leading systems with missing functions such as audit-proof archiving: Users can access these functions via the familiar interface, for example, when filing documents using Microsoft Office, or automatically when archiving SAP data. Doxis imports information from the document or filing context as metadata.
Seamlessly integrated
Users work entirely in familiar interfaces, using the ECM extensions as if they were native to SAP or other specialized applications. With Doxis, you’ll find that cumbersome switching between systems and media, poor process support and redundant data records are all things of the past.
Event condition action (ECA)
Automate your processes across system boundaries. For example, Doxis automatically creates the proper Doxis eFiles for new ERP or CRM data records. In addition, Doxis automatically extracts information from the source systems and imports it — without any programming (ECA).
Integration the way you want it
You define the integration depth. Generic and specific interfaces, content federation services and add-ins provide you with full flexibility:
Add missing functionality
Seamlessly integrated
Event condition action (ECA)
Doxis is the perfect fit
Are you running SAP, Microsoft or Salesforce? Perfect! Learn all about vendor-specific and certified interfaces of Doxis:
With the launch of the electronic files connected to our ERP system Infor, every employee has access to customer or supplier information relevant to their work.
Werner Höltl, Application Manager (Finances), Duravit AG
Find the right DMS for your needs!
What should a DMS offer? What are the benefits you seek from it? This guide takes you step by step through the process of finding and launching a document management system. It includes practical information and checklists, use cases and recommendations.
How can we help?
Discover with us how Doxis can help you meet your goals.
Would you like to learn more about document management with Doxis? Schedule your personal live demo of Doxis or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!
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