SER Blog Innovation & Technology
Doxis News: Doxis links information across all systems
Bärbel Heuser-Roth
Is the IT landscape in your company just as siloed? From managing core business processes with, e.g., SAP, your customers with Salesforce, HR with SAP HCM or SAP SuccessFactors, and collaboration with Microsoft Teams, these heterogeneous environments are built around specialized systems that are perfectly tailored to their respective field. But what about the data and documents stored within these systems? Doxis Intelligent Content Automation (ICA) establishes a shared basis of information across system boundaries, helping you to support work groups with collaboration tools and automate your processes.
In this article, you’ll find examples of how Doxis 25.1 integrates with third-party systems to boost your business process efficiency and reliability:
- Share your Doxis eFiles and workspaces via Microsoft Teams and easily co-edit documents with your colleagues
- Use Doxis Intelligent Invoice Automation for SAP to support your correspondence with vendors
- See how Doxis Human Resources and SAP HCM give you access to HR data and documents at any time
- Find out how to protect your company against contract risks with obligation management tools
- Discover the new Document Approval Process Fast Starter and manage your document approvals with confidence in a customized workflow

Simple, secure collaboration
Does this sound familiar? You’ve spent valuable hours working on a document together with colleagues in a Microsoft Teams channel and then ended the meeting. A few weeks later, you need the final document version—but where is it? You’re not the only one with this problem! Integrating Doxis and Teams brings structure to teamwork and combines the best of both worlds: Teams contributes tried-and-tested collaboration tools, while Doxis delivers secure document filing in the right context, as well as versioning and full traceability.
Assign Doxis eFiles and workspaces to specific Teams channels, automatically or manually file messages and documents from the Teams channels in Doxis, incorporate Doxis eFiles and workbaskets directly in Teams as tabs, or share access for a Teams channel on the fly and co-edit the contents in Teams with colleagues.
Share Doxis workspaces and eFiles for co-editing in Teams
Automate your vendor correspondence
Just another day in accounts payable: you've received incorrect vendor invoices that need returning along with the reasons for rejection. But without due care, attention and accuracy, it can quickly lead to tensions and potentially even harm your business relationships. Doxis Intelligent Invoice Automation for SAP handles communication with vendors for you—without you even having to leave your SAP system. It directly integrates a correspondence function into the invoice verification process. You simply select the reason for rejection and the email is created and sent automatically.

Save time and prevent mistakes with automated correspondence
Keep control of HR documents with Doxis HR & SAP HCM
Although not yet obsolete, SAP HCM—the SAP system for human capital management—is approaching the end of its life cycle and SAP has announced it will end support for SAP HCM in 2027. Despite this, it is still widely used in companies and remains an essential payroll tool for SAP SuccessFactors users for the foreseeable future. Doxis Human Resources (HR) likewise continues to support the HR system from SAP and provides SAP HCM users the full spectrum of the Doxis platform’s document management capabilities in SAP.
You benefit from:
- Visibility and control of HR documents
- Doxis personnel eFiles for secure, fast access to all employee-related information and documents
- Automatic reminders to help you keep on top of deadlines
- Leaner HR processes, from automated onboarding/offboarding to workflow-supported application processes and more
- Secure, audit-proof archiving of personal data and documents, and role-based access privileges
- Always up-to-date information in both systems thanks to easy syncing across Doxis HR and SAP HCM

A personal data record in SAP HCM, linked to the Doxis Employee Workspace
Obligation management: Keep tabs on your risks
Need an effective way to protect your company against contractual risks? Doxis Contract Lifecycle Management has the answer. Its obligation management tools empower you to stay on top of potentially risky clauses such as late-delivery penalties at all times. You immediately see information on the risks, performance obligations and other aspects of a contract.
Monitor contract risks with obligation management tools
Document coordination made easy
Do you sometimes lose track of who you already coordinated a document with and who still needs to green-light it? Download Doxis Document Approval from our Fast Starter library and quickly create simple approval processes that let you stay on top of your documents and coordination statuses. Our Fast Starters are preconfigured content apps built around specific use cases—simply install and they're ready to go out of the box.
Our standard solutions come with built-in release workflows configured for specific use cases, such as Doxis HR for HR management, Doxis Contract Lifecycle Management for managing contracts, and the Doxis invoice management solutions. Or map as many detailed approval processes as you need and configure them to your requirements with Doxis Business Process Management (BPM).
Download Document Approval from the Fast Starter library and immediately start setting up your own coordination processes
Summary
Bärbel Heuser-Roth
For many years now, Bärbel Heuser-Roth has been dealing with a wide variety of ECM topics, from information logistics, process management and compliance to the use cases of intelligent processes for automated information management. She has also spent her career researching and writing about the implementation of ECM projects at companies and organizations.

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