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
Book a demo now
Purchase-to-pay automation 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.

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.

Recognize and understand documents

Doxis uses pre-trained AI models to extract key information from documents with up to 100% accuracy. It quickly processes, understands, and classifies documents, storing the data as structured, searchable metadata. Doxis can also detect fraud in docs such as invoices and receipts. From there, it routes the information to the right person or system for further processing.

  • AI-powered automation of inbound mail
  • Automated metadata extraction and indexing with up to 100% accuracy
  • OCR and PDF/A conversion
  • Automatic form recognition, image cleanup, fraud detection and image enhancements
  • Start processes directly from the capture process
  • Basis for digital inbound mail and invoice processing and company-wide digital document routing
Learn more →

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!

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.

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 requirement
  • 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
Learn more →

All documents relevant to production are compiled in one efile where the user can search through them. This makes work so much easier.

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
Learn more →

Questions such as 'Which loan processes were in place on March 14, 2015?’ can be answered easily and immediately today using our ECM system.

The 5 basics of a document management system

Capture

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

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
Learn more →
Process

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

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
Learn more →
Search and find

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
Learn more →

SER Group named a Leader in the
Gartner® Magic Quadrant™ for document management

Download the full report

Manual work? Expediated with AI

Automated document capture

Document insights in Doxis make it easy to understand documents, speeding up all document-related processes.

  • Access all key document information instantly in a clear Q&A format
  • Ask Doxis a question about the document if something’s missing and get an immediate answer
  • Save time with document summaries that highlight key details
  • Benefit from faster processes and quicker access to information

One-click data extraction

Index documents in seconds, no predefined data fields needed. Even with unstructured content like emails, Magic Extraction automatically identifies what’s relevant. You can even drag and drop multiple documents at once to classify and store them in the right context, such as the correct workspace or file register.

  • Instantly analyze content, no training required
  • Extract and structure all relevant information in seconds
  • Tag documents automatically for easier retrieval
  • Validate extracted information more easily

All your information at a glance

Document insights in Doxis make it easy to understand documents, speeding up all document-related processes.

  • Access all key document information instantly in a clear Q&A format
  • Ask Doxis a question about the document if something’s missing and get an immediate answer
  • Save time with document summaries that highlight key details
  • Benefit from faster processes and quicker access to information

Fast, flexible, and for everyone

Doxis Business Studio empowers you to build user-friendly, AI-powered no-code content apps that enable faster time to value, lower costs and fewer bottlenecks.

  • Achieve digital transformation in just weeks, driven by business experts
  • Work with an intuitive UX and AI-assisted configuration
  • Get started quickly with preconfigured Fast Starters that are easy to customize
  • Use Prompt Fast Starters for tailored metadata extraction

Certified to ensure your security & compliance

Certified software like Doxis ensures you meet legal, regulatory and industry standards in a secure and compliant way. Here's a selection of our many certifications:

Solutions for a faster ROI

Purchase-to-pay
automation

Automate P2P processes to save time, cut costs and boost profitability.

Learn more →

Invoice
automation

Streamline, optimize and automate your inbound invoice workflow.

Learn more →

Intelligent
archiving

Compliantly and intelligently archive vast volumes of information.

Learn more →

Process
automation

Automate business processes and manual tasks.

Learn more →

Human
resources

Deliver a top employee experience with document management for HR.

Learn more →

SEW-Eurodrive hits top speed with Doxis

Forrester confirms it: 90% time savings with process automation

In a three-year Total Economic Impact™ study, Forrester analyzed how SEW-Eurodrive uses Doxis to streamline and automate its processes. Beyond achieving 90% faster document processing, here’s what else the company unlocked:

Read full study

Time savings

90%

return on investment

336%

payback

<6 months

Integration in your IT landscape

Go to overview

Schedule your personalized Doxis demo

Requesting a demo is quick, easy and free — with:

  • A quick chat
  • Zero obligation
  • Use cases tailored to your industry

Doxis is the perfect fit for your business if:

  • You have 100+ users and an international presence
  • You need to process large volumes of documents
  • You need to tackle complex business processes
What is the sum of 4 and 6?

FAQ about Doxis

Deployment and integration

What deployment options are available (on-premises, cloud, hybrid)?

We offer flexible deployment options with on‑premises for full control, cloud-based for scalability or hybrid for tailored use. All models are equally viable, giving you the freedom to choose—or combine—approaches to best meet your needs and compliance requirements.

What kind of training and user adoption support does SER provide after a Doxis rollout?

We make sure you get the most out of Doxis with SERacademy training programs — from hands-on workshops to flexible e-learning. Our experts are there to guide you during rollout and provide managed services for ongoing support and optimization. Plus, Doxis is always evolving with new enhancements to make it even easier and more enjoyable to use.

What steps are involved in migrating our existing document repositories to the new DMS?

With Doxis Consolidation Service’s proven four-step approach—analysis, mapping, testing and validated migration—ypu can transition smoothly and securely. Each move is carefully planned to ensure data integrity, minimal downtime and compliance, making migrations of any size straightforward.

Can the DMS integrate with our existing business systems (ERP, CRM, HR, etc.)?

Yes, Doxis works hand in hand with your core systems — ERP, CRM, HR, GenAI and productivity tools like SAP & SAP SuccessFactors, Microsoft 365, Microsoft Dynamics 365 (F&SCM and Sales), Salesforce and OpenAI. With ready-to-use connectors and APIs, you get automated workflows, centralized access to information and smooth collaboration across all your systems.

Product features and capabilities

Is the DMS scalable and suitable for enterprises with thousands of users or documents?

Doxis is built to handle billions of documents and tens of thousands of concurrent users, ensuring the performance and reliability required by large-scale enterprises. Customers like DHL manage vast volumes of documents with Doxis, while companies such as SEW‑EURODRIVE have expanded their use from a single department to enterprise-wide deployments over decades.

What document types does Doxis support?

Doxis supports a comprehensive range of document types including scanned images, PDFs, Office files, emails, multimedia, CAD and structured data formats, allowing you to manage all content types within a single ECM platform.

Does Doxis offer industry-specific modules or templates, for example in finance, healthcare or manufacturing?

Doxis provides industry-specific, ready-to-use templates and solutions for sectors such as banking, insurance, energy providers, manufacturing, real estate, healthcare, university funding and logistics. With Doxis Business Studio, these solutions can be quickly adapted to meet your specific business needs while ensuring compliance and streamlined workflows.

How easily can Doxis be configured to my organisations specific requirements?

Doxis adapts to your organization with Doxis Fast Starters — ready-to-use, no-code content apps — and the Doxis Business Studio, a low-code platform for customizing processes, metadata and workflows. Together, they let business users set up and adjust ECM solutions quickly and flexibly, without having to depend on IT.

Doxis vs. other vendors

What are the key differences between Doxis and other DMS providers?

Doxis is built for organizations that manage thousands of documents and complex processes. It brings together document management, process automation, collaboration and AI on a single metadata-driven platform — delivering faster, more efficient workflows and a quicker time-to-value. With Doxis Content Bridges, you also get smart integration across your entire enterprise ecosystem.