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Integration with Doxis4

Improved customer service

Benefit from a 360° view of your customers across all systems — ERP, CRM, email and much more

End-to-end digital processes

Pave the way for end-to-end processes with information combined from all company systems

Create value in daily work

Don't waste time on repetitive tasks like data capture & filing or creating eFiles

Doxis4 has huge integration capabilities and the flexibility to enhance process efficiency."

Dirk Kuhlmann, IT Demand Management, Phoenix Contact GmbH & Co. KG

360° view of projects & business partners

Systematically combine information from Microsoft Office & business applications and benefit from a complete overview to expedite decision-making and the provision of information.

Mitigate legal risks

Automate document filing from all your company systems and effortlessly prove compliance with retention periods and data protection requirements.

Familiar work environment

Continue working as normal in the standard Office applications or leading ERP, CRM, HR systems etc. and use the intuitive, integrated ECM functions.

Efficient, error-free digital processes

Put an end to delays caused by switching between media & systems and benefit from secure, automated processes.

These companies have already integrated Doxis4 with their systems

Connect what belongs together

ERP, accounting, CRM or HR — structured data can be managed with a wide range of systems. Doxis4 puts your invoices, contracts, CAD drawings and emails together in the right business context. You can see and access all documents associated with a transaction any time at the touch of a button.

Multiple systems — one ECM

With the universal, vendor-independent Doxis4 connectors for ERP, CRM etc. you can integrate any of your applications. This enables you to create the integration scenario that fits your interface needs. Generic and specific interfaces, content federation services and add-ins enable you to create a variety of integration scenarios, from indirect to seamless integration. The Doxis4 Viewer displays more than 300 file formats — without ever having to install the original application.

Portals AutoCad Businessapplications API HR CAD Email &Groupware ERP CRM

ERP

From order entry to invoice review: With Doxis4 integration, you can can find all documents related to transactions in ERP and accounting. You can increase efficiency with automated inbound invoice processing.

More about invoice processing with Doxis4 »

CRM

Emails, contracts and customer data? Doxis4 integrates them into your business processes. This way, sales, service and marketing teams can access all information in customer eFiles, also while working remotely.

More about Doxis4 customer eFile »

CAD

With Doxis4 CAD Manager, you archive drawings, models and approval processes transparently and audit-proof. Users can access them even without CAD.

More about the Doxis4 CAD Manager »

HR

Integrate your HR system with Doxis4: Personnel and applicant data plus the related documents are bundled into HR eFiles in Doxis4 in a centrally secure and uniform way.

More about Doxis4 HR eFile »

Email & Groupware

Emails from partners, customers and employees in addition to documents from groupware: Doxis4 automatically assigns them to the right context and process. Smart add-ins enhance your applications with ECM functions.

More about email archiving with Doxis4 »

Multiple systems — one ECM

With the universal, vendor-independent Doxis4 connectors for ERP, CRM etc. you can integrate any of your applications. This enables you to create the integration scenario that fits your interface needs. Generic and specific interfaces, content federation services and add-ins enable you to create a variety of integration scenarios, from indirect to seamless integration.
The Doxis4 Viewer displays more than 300 file formats — without ever having to install the original application.

ERP

Vom Erfassen Ihrer Bestellung bis zur Rechnungsprüfung: Durch die Integration mit Doxis4 finden Sie sofort alle Belege zu Ihrer Transaktion in ERP und FiBu. Für noch mehr Effizienz sorgen automatisierter Rechnungseingang und revisionssichere Belegarchivierung mit Doxis4.

Mehr zur Rechnungsverarbeitung mit Doxis4 »

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CRM

E-Mails, Verträge und Kundendaten integrieren Sie mit Doxis4 in Ihre Geschäftsprozesse. So finden z.B. Vertrieb, Service und Marketing alle Informationen in digitalen Kundenakten – auch mobil im Außendienst. Noch mehr Kundenorientierung schaffen Sie durch die Integration Ihres Kundenportals mit Doxis4.

Mehr Doxis4 Kundenakten »

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HR

Personal- und Bewerberdaten aus Ihrem HR sowie alle dazugehörigen Unterlagen bewahren Sie mit Doxis4 zentral, strukturiert und sicher auf. Die Doxis4 Personalakte hilft Ihnen zusätzlich: Sie finden schnell alle Informationen zu einem Mitarbeiter und halten Aufbewahrungsfristen automatisch ein.

Mehr zur Doxis4 Personalakte »

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CAD

Mit dem Doxis4 CAD Manager archivieren Sie Zeichnungen und Modelle revisionssicher – und machen sie auch Anwendern ohne CAD verfügbar. Freigabeprozesse steuern Sie nachvollziehbar mit Doxis4 und finden sie samt zugehörigen Produkt- und Materialdaten lückenlos dokumentiert in eAkten.

Mehr zum Doxis4 CAD Manager »

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E-Mail & Groupware

E-Mails von Partnern, Kunden und Mitarbeitern sowie Dokumente aus Groupware: Doxis4 ordnet sie automatisch dem richtigen Geschäftskontext und Vorgang zu. Smarte Ad-ins erweitern Ihre Anwendungen durch Funktionen für Recherche, Ablage und automatische Archivierung.

Mehr zur E-Mail-Archivierung mit Doxis4 »

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Waben-Element

Best practice

Sunrise offers its telecommunications customers a first-class service. It's all thanks to the end-to-end management of all customer information from the customer portal, CRM system, Microsoft Outlook, Office and SharePoint — in combination with Doxis4.

Read now

Integration the way you want it

You define the integration depth. Generic and specific interfaces, content federation services and add-ins provide you with full flexibility:

Add missing functionality

Round out your leading systems with missing functions such as audit-proof archiving: Users can access these functions via the familiar interface, for example, when filing documents using Microsoft Office, or automatically when archiving SAP data. Doxis4 imports information from the document or filing context  as metadata.

Seamlessly integrated

Users work entirely in familiar interfaces, using the ECM extensions as if they were native to SAP or other specialized applications. With Doxis4, you’ll find that cumbersome switching between systems and media, poor process support and redundant data records are all things of the past.

Event condition action (ECA)

Automate your processes across system boundaries. For example, Doxis4 automatically creates the proper Doxis4 eFiles for new ERP or CRM data records. In addition, Doxis4 automatically extracts information from the source systems and imports it — without any programming (ECA).

Integration the way you want it

You define the integration depth. Generic and specific interfaces, content federation services and add-ins provide you with full flexibility:

Add missing functionality

Seamlessly integrated

Event condition action (ECA)

Find out more about integration in practice:

Seamless integration into SAP, Microsoft applications and much more at Bernard Krone Holding

Watch Customer video

How Doxis4's integration capabilities enhance operational applications

Watch Product video

How Duravit integrates customer & supplier data & and makes it available worldwide

Read Customer Story

Fact sheet: The Doxis4 ECM platform integrates into a vast array of systems

Read Fact Sheet

Get to know Doxis4 live!

In a live demo or at your place of business.
 

Arrange a Live Demo

Doxis4 is the perfect fit

Are you running SAP, Microsoft or Salesforce? Perfect! Learn all about vendor-specific and certified interfaces of Doxis4:

Logo of Delvag

With the launch of the electronic files connected to our ERP system Infor, every employee has access to customer or supplier information relevant to their work.

Werner Höltl, Application Manager (Finances), Duravit AG

Find the right DMS for your needs!

What should a DMS offer? What are the benefits you seek from it? This guide takes you step by step through the process of finding and launching a document management system. It includes practical information and checklists, use cases and recommendations.

 

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Interested in finding out more?

SER is constantly extending the integration capabilities of Doxis4. If you would like to learn more, please contact us.

Would you like to experience Doxis4 firsthand? Schedule your personal live demo of Doxis4 or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!

 

How can we help you?

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