Doxis News: Infinitely more productive with Doxis

With our Doxis SmartBridge, we seamlessly integrate content from your business systems, placing it in the correct context within Doxis. It empowers your teams with swift and easy access to all the information that matters – about customers, suppliers, employees, projects or whatever it may be – in one place and at a glance. This is precisely the aim behind many of the new innovations in Doxis 03/2024.

Here are a few of the highlights in the Doxis 24.3 release that we’ll share with you in detail:

• Doxis SmartBridge provides users of Salesforce and SAP SuccessFactors with a complete overview of their customers, interested parties or employees  
• Doxis Human Resources enhances productivity in HR departments by seamlessly integrating with HRIS systems like SAP SuccessFactors.
• The AI-powered Doxi Document Insights can quickly answer questions about your documents stored in Doxis, saving you the time and effort of reading through each one yourself
• Improve your productivity in no time at all with the rapidly deployable ECM apps. Discover the new Fast Starters – e.g. the AI-powered add-ons for sales and purchasing  
• Are you equipped to comply with the eInvoicing obligations? Doxis Intelligent P2P Automation for invoices is ready!

In order to deliver a perfect level of customer service, employees in sales, customer services and accounting need access to all relevant information about their customers – from CRM systems such as Salesforce, ERP systems such as SAP and other sources – so that they are up to date at all times.  

Doxis SmartBridge for Salesforce integrates the CRM system and solutions based on the Salesforce platform such as Certinia or Sage People with Doxis to provide you with a comprehensive pool of information. Doxis collects information on every account, contact, opportunity or project in Salesforce in an eFile that is regularly synchronized with the content from Salesforce and other systems.  

The benefit? Doxis bundles together all this information in one place, where it can even be accessed by colleagues without their own Salesforce account.

Integrating Salesforce with Doxis can significantly save time by automating the initiation of downstream processes. When specific events occur in Salesforce, they trigger corresponding processes in Doxis for further action. Here are three practical examples:

• Sales: When an opportunity in Salesforce is marked as "closed-won," a client onboarding workflow will automatically begin in Doxis. This process starts as soon as the status change syncs with Doxis.
• Human resources: When a status changes from "applicant" to "employee" in Sage People, it syncs with Doxis, triggering a workflow to automatically create an employment contract.
• Customer services: When a contract with a new client is concluded in Certinia PSA (a Professional Services Automation (PSA) software for Salesforce), a project workspace for saving documents relevant to the project is automatically added in Doxis.

A special highlight: Technically advanced users (citizen developers) can configure the entire integration process between Salesforce and Doxis using the no-code development environment Doxis Business Studio in just a few clicks.

Similar to how Doxis SmartBridge for Salesforce works with the CRM system, Doxis SmartBridge for SAP SuccessFactors builds a bridge to the HRIS system and links documents, workspaces and processes in Doxis with SAP SuccessFactors Employee Central & Recruiting. Doxis provides HR employees with a full overview of the documents and data about each employee.

SAP has certified the Doxis Human Resources add-on, confirming that it meets their stringent integration standards under the SFSF-INTEG 1.0 scenario. For more details on this certification, you can read the article “Big win for SAP SuccessFactors users: Doxis integration fully certified”.

In human resources management, there are numerous routine tasks that must be completed, and employees also have specific obligations to fulfill for HR. The new employee self-service portal in Doxis Human Resources benefits both HR departments and employees equally:

Provide access to salary statements: HR employees no longer have to send out salary statements to each employee, and can instead simply make the statements available in the employee self-service portal so that their colleagues can access the documents in the “self-service file,” which is accessible only to them and the HR department.

Inform HR about a new home address: When their home address changes, employees can easily inform HR via the employee self-service portal, including the effective date. The HR department will receive a notification about the change.

Upload documents for the HR department: Employees can use the employee self-service portal to easily submit applications, provide certificates and references or update their personal details, etc. via drag and drop. The uploaded documents land in the HR staff inbox so that they can be processed immediately.  

Submit electronic documents to HR using the employee self-service portal

It’s hard to find suitable new employees. Once you have identified promising candidates, you should act quickly to ensure you don’t lose them to the competition at the last moment. If you already work with applicant portals such as SAP SuccessFactors or Sage People in recruiting and use them to communicate with your applicants, you can now save valuable time and send out employment contracts to job candidates much faster than ever before. Doxis Human Resources automates the contract creation process and supports the electronic signing of contracts, e.g. with DocuSign or Adobe Acrobat Sign.

Have you ever wished that you didn’t have to read the whole document to find certain information? Or that you could simply ask the document to explain what it’s all about? Doxi Document Insights fulfills this wish. This new member of our Doxi family enables you to use natural language in the Doxis windows and web clients to talk to documents in Doxis in a similar way to how our Intelligent Content Assistant Doxi works for you in Microsoft Word, Outlook, PowerPoint or with PDF documents.

Doxi Document Insights provides insight into documents in Doxis winCube 

Do you have documents and emails piling up that need to be filed in the relevant projects, but you simply can't get around to it? Then we recommend using our AI-powered Fast Starters. Simply drag all of the documents into a drop zone and an AI app will sort, save and tag them for you in the background. They are available as add-ons for customer, sales order, supplier and purchase order workspaces and for documents that have been preconfigured with specific metadata and associated folder structures. More to follow.

Another new addition to the Fast Starter library is the Business Partner Workspace. If you don’t want to use a workspace template such as a supplier or customer workspace for certain contact groups, you can use the new, generic Business Partner Workspace instead. It allows you to manage all types of business partners such as customers, suppliers, employees, etc. using one template.

Simply import the right ECM app from the Fast Starter library and get started straight away

Is your company equipped for the eInvoicing obligations? Many European countries, including Belgium, France and Poland, are in the process of introducing an eInvoicing obligation in the B2B sector - following the eInvoicing Directive 2014/55/EU. German companies in the business-to-business sector must be able to receive and process electronic invoices (eInvoices) by January 1, 2025. Doxis Intelligent P2P Automation for Invoices ensures you are eInvoice ready. This solution contains all the functions you need to process electronic invoices, and is able to handle all commonly used international eInvoice formats. It also supports European eInvoice portals such as Peppol with Doxis eDocument Exchange for Incoming Invoices.

Read all about the new rules here: “eInvoicing – all you need to know”

Boost your productivity with Doxis Intelligent Content Automation, equipped with specialized tools like Doxis SmartBridge for seamless integration with Salesforce and SAP SuccessFactors, Doxi Document Insights for quick document insights and the Fast Starter ECM apps for rapid deployment. With Doxis, you’ll streamline workflows, reduce time spent on data retrieval and simplify tasks like onboarding, contract creation and invoice management—all set up quickly with minimal downtime.