Powered by the latest AI
Your next-generation
document management system
- Easily manage high volumes of documents
- Shorten processing times & supercharge productivity
- Ensure compliance through certified software
Efficiency begins with an AI-powered DMS
Say goodbye to paper, floating files, email attachments and file directories. The Doxis document management system gives you back control of all your documents with the complete digital management of contracts, orders, invoices, HR documents and much more.
Easily find all business information, speed up your decision-making, prevent errors and underpin the long-term success of your business.
Enhanced productivity
Work on and manage all documents digitally: This reduces lead times, expedites decision-making and prevents costly errors.
Easier compliance
Reduce the time and effort needed to fulfill and document compliance requirements and help prevent sanctions as a result.
Better resource deployment
Automate your document filing and distribution workflows and free up resources for service, order processing etc.
Document management at a glance
Everything you need at every stage of the document life cycle.
Capture
documents
Digitize, process and analyze
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Archive
documents
File compliantly and retrievably
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Organize
documents
In the right context, in the right place, in the right file
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Understand
documents
Extract information and generate insights with AI
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Find
documents
Search and find information easily company-wide
Learn more →
Understand documents using AI
Think of all the time, money and stress you could save by having a personal assistant… Well, consider Doxis your go-to for all things document management. If you have a document, Doxis helps you understand it and can create processes, analyze and make decisions based on the information in your documents to help you speed up your daily work in just one click.
Want to learn more about Doxis?
Customers and analysts
rate SER & Doxis
The 5 basics of a document management system
Capture documents
The document management system captures documents across all inbound channels and from diverse source systems. Paper documents are digitized via a scanning workflow and transferred to Doxis.
- Single and batch scanning for paper documents with centralized and decentralized scanning
- Document separation per barcode, by page number and manually
- Automatic filing from source systems including ERP, CRM, HR and others
The biggest advantage of the system is how it schedules tasks for us, and assigns and monitors retention and deletion deadlines. We used to do this by hand, which was incredibly time-consuming and prone to error.
Jens-Uwe Gehrke
Project Manager, Deutsche Bahn AG
Recognize and understand documents
Doxis uses artificial intelligence to extract all relevant information from the document and file it as structured, searchable metadata. AI processes, understands and classifies the document entirely independently, files it in the corresponding electronic file and routes it to the right person for further processing.
- AI-powered automation of inbound mail
- Automated metadata extraction and indexing
- OCR and PDF/A conversion
- Automatic form recognition, image cleanup and image enhancements
- Start processes directly from the capture process
- Basis for digital inbound mail and invoice processing and company-wide digital document routing
I have quick access to all the important information. In the past, I had to pick up new mail three times a day at the team management office. I now receive it conveniently in my electronic mailbox. Such a great solution!
Sascha Hülskötter
State Youth Office, Landschaftsverband Westfalen-Lippe
Work on documents
Doxis finds the right person for every document and even considers deputy rules. For instance, it forwards invoices to Finance for review and verification, while applications go directly to colleagues in HR for review.
Doxis documents every step of the process in accordance with your procedural documentation and provides an excellent basis for improving your compliance.
- Replicates all types of release processes, multi-stage release workflows, delegation and deputy rules
- Automatically defines processors and escalation mechanisms
- Simplifies procedural documentation in line with regulatory requirements
- Automated version management
The customers notice that our processing speed is higher due to the fact that we respond so much faster. We are now able to answer a customer inquiry within two days. This is technically feasible because of Doxis.
Alexander Erpenbach
Head of the Policy Department for the divisions Property, Liability, Accident, Automotive Insurance and Customer Center Service, DEVK Versicherungen
Archive documents
Doxis archives the document at the end of the workflow and the document becomes inactive. Once the status changes to inactive, for instance after invoice posting, documents, stored data, documentation and versions can no longer be modified. Read-only access is available to authorized users only. The document is archived audit-compliantly in line with regulatory requirements.
- Flexible, automatically managed retention periods in line with, e.g. regulatory requirements
- Multiple legal/litigation holds in case of litigation
- Archiving in the original format and in long-term formats such as PDF/A
- EU GDPR-compliant retention & deletion
- Records management in accordance with ISO 16175-2
All documents relevant to production are compiled in one efile where the user can search through them. This makes work so much easier.
Christian Döring
Process Engineering, Neways Electronics Riesa GmbH & Co. KG
Find documents
Authorized users can locate documents in seconds regardless of the document status (active or inactive). Doxis offers a comprehensive enterprise search function akin to Google Search. The system trawls documents, metadata and data from integrated third-party systems, enabling it to also seamlessly retrieve information from the ERP or CRM system.
- Full-text search
- Indexing of data from ERP/CRM or other third-party systems
- EU GDPR-compliant search with access restrictions
Questions such as 'Which loan processes were in place on March 14, 2015?’ can be answered easily and immediately today using our ECM system.
Petra John
Procedures Officer, Aareal Bank Gruppe
Enhance productivity with a DMS
Search
Keyword, full-text or a combination of both: Find every document, even those in other locations throughout the company. You don't even need the original software: The DMS can display 250 file formats.
File
Intelligent information management with Doxis DMS software uses clear file dialogs and automated context assignment to simplify the filing of new documents.
Process
Via Doxis add-ons you can use further DMS functions, such as searching and filing, directly in Microsoft Office and Outlook, IBM Notes etc. Create new documents quickly with the Doxis templates.
Comment
Add comments and notes to documents digitally with Doxis without affecting the original. The DMS software can also include this additional information in searches.
Version
Doxis keeps track of all changes in documents through version management. This means you immediately see the most current version of, e.g. a project plan. You can also find older versions quickly and at any time.
Structure
Doxis electronic files bring together information in their business context, e.g. all contracts, orders, emails or even processes related to a customer or supplier.
The 5 basics of a document management system
Capture documents
The document management system captures documents across all inbound channels and from diverse source systems. Paper documents are digitized via a scanning workflow and transferred to Doxis.
- Single and batch scanning for paper documents with centralized and decentralized scanning
- Document separation per barcode, by page number and manually
- Automatic filing from source systems including ERP, CRM, HR and others
Recognize and understand documents
Doxis uses artificial intelligence to extract all relevant information from the document and file it as structured, searchable metadata. AI processes, understands and classifies the document entirely independently, files it in the corresponding electronic file and routes it to the right person for further processing.
- AI-powered automation of inbound mail
- Automated metadata extraction and indexing
- OCR and PDF/A conversion
- Automatic form recognition, image cleanup and image enhancements
- Start processes directly from the capture process
- Basis for digital inbound mail and invoice processing and company-wide digital document routing
Work on documents
Doxis finds the right person for every document and even considers deputy rules. For instance, it forwards invoices to accounting for review and verification, while applications go directly to colleagues in HR for review.
Doxis documents every step of the process in accordance with your procedural documentation and provides an excellent basis for improving your compliance.
- Replicates all types of release processes, multi-stage release workflows, delegation and deputy rules
- Automatically defines processors and escalation mechanisms
- Simplifies procedural documentation in line with regulatory requirements
- Automated version management
Archive documents
Doxis archives the document at the end of the workflow and the document becomes inactive. Once the status changes to inactive, for instance after invoice posting, documents, stored data, documentation and versions can no longer be modified. Read-only access is available to authorized users only. The document is archived audit-compliantly in line with regulatory requirements.
- Flexible, automatically managed retention periods, e.g. in line with regulatory requirements
- Multiple legal/litigation holds in case of litigation
- Archiving in the original format and in long-term formats such as PDF/A
- EU GDPR-compliant retention & deletion
- Records management in accordance with ISO 16175-2
Find documents
Authorized users can locate documents in seconds regardless of the document status (active or inactive). Doxis offers a comprehensive enterprise search function akin to Google Search. The system trawls documents, metadata and data from integrated third-party systems, enabling it to also seamlessly retrieve information from the ERP or CRM system.
- Full-text search
- Indexing of data from ERP/CRM or other third-party systems
- EU GDPR-compliant search with access restrictions
Valuable insights around digital document management
How SEW-EURODRIVE achieved an ROI of 336%
Forrester Consulting studied the total economic impact of Doxis Intelligent Content Automation at our customer SEW-EURODRIVE. Discover the significant findings of this independent study.
Case study: Automotive financing with ECM from SER
“We wouldn't be able to function anymore without our DMS!” Find out how FCA BANK uses document management and digital files in the automotive financing sector.
Guide: Next-generation enterprise content management
This guide helps you understand how an ECM system can help improve efficiency within an organization while also cutting costs. With practical decision guides, real-life examples and checklists, the guide will make it easier for you to find and launch the DMS solution that best meets your requirements.
Integration in your IT landscape
Discover modern document management for enterprises
Learn more about Doxis, the next generation of enterprise content management. With individually customizable workflows, content bridges to your third-party systems plus an array of add-ons, you can build a central document management system from which all departments benefit. Request a live demo for your business.
FAQs on document management systems (DMS)
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