Microsoft integration with Doxis

Manage information securely

You and your Microsoft applications benefit from ECM functions like secure filing, transparent access to data and documents & comprehensive searches

Keep track

Stop battling chaotic document versioning and start working with up-to-date information — every time

360° view

Monitor your workflows & processes from end to end: Doxis brings together information from Microsoft Office, Outlook & SharePoint in the right business context

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That's what makes electronic work so effective: The workflow system now handles the entire process. No steps are skipped and everyone involved is informed via email in Outlook if a new task is waiting in their workbaskets."

Ralf Everding, Application Specialist, IT, Raffinerie Heide GmbH

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In a live demo or at your place of business.

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360° view of all projects

Systematically combine information from Microsoft & business applications for a complete overview to expedite decision-making and to provide accurate, up-to-date information.

Eliminate legal gray areas

Automate your email, document & SharePoint content archiving and effortlessly prove compliance with retention periods and data protection requirements.

Familiar work environment

You continue working as normal in the standard Office applications and use the integrated ECM functions to easily and intuitively file documents, search for content and more.

Efficient, error-free digital processes

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

These companies have already integrated Doxis into their Microsoft systems

Get more out of your documents, emails, etc.

Emails, presentations, costings, contracts, cover letters: Do you work with an overwhelming array of documents and data from Microsoft Office, Outlook and SharePoint? It's hard to keep track of file names, storage locations, document versions and arrangements made by email. With Doxis you can add functions missing in Microsoft: transparent processes, comprehensive search tools and secure archiving of business-critical documents.

Best practice

Our interconnected eFiles act as central access points to documents from a range of sources, including SAP documents, emails, MS Office, etc. and help us to make ongoing improvements in many areas, such as customer service.

Dr. Goy-Hinrich Korn, Authorized Representative and CIO, Bernard Krone Holding SE & Co. KG

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A better overview & more structure for Microsoft Office

Are your Word documents, Excel lists and PowerPoint presentations stored in local file directories scattered company-wide? It doesn’t take long to lose track of what's where. Doxis does the work for you, keeping a full overview and structuring all information: Changes stay traceable thanks to the versioning function. In eFiles, you can quickly find more relevant information relating to your document. The practical DMS functions from Doxis are available directly in your Microsoft applications:

  • Add-in: file & search documents directly from Microsoft applications
  • Annotations: collaborate more effectively & coordinate documents
  • Workflows: approvals, follow-ups & deadline reminders

Structured email management for Microsoft Outlook

Audit-proof email archiving

Archive emails and attachments from Microsoft Outlook with Doxis email archiving, redundancy-free and in an audit-compliant format: simply via drag-and-drop, automatically or using journal archiving. This ensures your correspondence is secure and noticeably reduces the load on your mailboxes.

Structured, company-wide filing

Share emails with company areas and teams using Doxis: Doxis eFiles bundle all information about a business case, e.g. inquiries, orders and contracts for a customer. Via the integrated add-in, filing and search functions run directly from Outlook.

Integrate processes in Outlook

Automate all of your inbound mail processing with Doxis. Emails, correspondence, applications, online forms and much more are captured directly, classified and forwarded to the right persons for processing. To manage all other tasks, use Doxis BPM.

Microsoft Dynamics is even more dynamic

Doxis rounds out Microsoft Dynamics 365 Sales, Dynamics 365 Finance and Dynamics 365 Supply Chain Management.

Archive data & documents

Print lists, invoices, quotations: Inbound and outbound documents from Microsoft Dynamics 365 are archived automatically with Doxis. For example, Doxis imports customer or vendor master data, and stores everything in an audit-proof manner.

Find all information

Doxis provides you with direct access in Microsoft Dynamics to all the relevant information about a transaction. It's easy to switch back and forth between, e.g. a Doxis vendor or customer file and Dynamics at the click of a button.

Supported by server-based, audit-proof email archiving, we now always fulfill the legal requirements for handling revenue-related documents.

Werner Höltl, Application Manager (Finances), Duravit AG

Go for gold

SER is a long-standing certified Gold Partner of Microsoft: This is the best prerequisite for your integration. Only 1% of all Microsoft partners have achieved Gold status — and SER has been a Gold Partner already for over a decade now. This guarantees that your Doxis solutions run with every Microsoft release and ensures both systems are seamlessly integrated.

SER has achieved Gold status in four categories of Microsoft's partner program:

  • Application Development
  • Application Integration
  • Data Center
  • Data Analytics
Microsoft Partner

How can we help?

Discover with us how Doxis can help you meet your goals.

Would you like to learn more about document management with Doxis? Schedule your personal live demo of Doxis or arrange for us to visit your company to show you its potential live and up close. We look forward to hearing from you!

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