What is DocMX
All-in-one simple hub to manage information and workflow for any organisation. Automating to save time and resources.
DocMX is an information management and workflow system that allows teams to work smoothly and efficiently together, with the aid of some automation magic running in the background. Team members can work from anywhere with an internet connection as DocMX is cloud-based.
The main goal is to automate as much as possible, so team members only need to check and approve in the workflow process. (Automation levels vary depending on your system configuration).
Simple Information Management
1. DATA IN
Documents (any data or reports) can be added automatically into DocMX or uploaded by users.
Automated | User |
|---|---|
Methods
e.g. Reports come from company in-house or third party systems. | Methods
|
2. DATA CAPTURE & TAGS
Tags can be completed automatically or entered by the user.
Automated | User |
|---|---|
A machine captures the text and completes the tags. | A user completes the tags in the DocMX Web App or Outlook Add-in. |
3. WORKFLOW & TASKS
Workflows start and tasks are assigned as soon as a document is indexed.
Automated | User |
|---|---|
Methods
e.g. Reports come from company in-house or third party systems. | Methods
|
4. DATA OUT
Search
Users can quickly find documents in DocMX using ‘Tag Search’ and ‘Global Search’.Overview
Management teams can see an overview of operations from the ‘Control Centres’. Metrics, statistics and graphs show how different entities and departments are performing.Audit
Auditors can inspect documents and their audit trails to see how compliance is followed in the workflow process.Modern browser UI
Access to DocMX is through a browser which makes it compatible with all desktops, laptops, tablets and mobile devices.Export
Data and reports can be exported in various formats (Excel, flat files, emails, PDFs).
Core Features
All-in-one simple hub
All data from company in-house or third party systems is brought together into DocMX. The information can then be organised and displayed coherently. Workflows and tasks are created from incoming documents.
The DocMX dashboard allows users to see a summary of outstanding tasks from one location.
Quick searching
DocMX is designed to enable users to find what they want quickly. Tag or global searches allow users to drill down to the information that they want.
Collaborative workflows
Team members can collaborate within DocMX on a specific document, adding comments and links to speed up the approval process.
Compliance
Workflows are built around company standards, so all users comply to the same standards.
Security
Strong identity management and permissions control allow teams to work in a secure manner.