Optix - 2026 Pricing, Features, Reviews & Alternatives

Optix is a document management platform that offers flexible solutions allowing companies spanning the Fortune 500, SMBs, and federal, state and local governments to create streamlined processes that integrate through every department.

Administrators can easily assign access levels to various users, and users with permissions can easily create multiple databases with custom index logic without the need to involve developers. Database tables are automatically generated by the system once GUI-based workflow designs are completed using the Application Generator.

Optix supports document capture through scanning and works with a variety of scanners available on the market to enable capture speeds of over 200 pages per minute. Once documents are captured, they become searchable with results presented in a ranked list format based on relevancy. Users have the option to view the documents in plain text or in original data format.

Optix supports bulk data upload and indexing using extracted metadata or customer-supplied constants such as file and folder names. Documents can also be captured via fax transmissions and email. Each workflow can be configured based on the clients' specific requirements and adjusted on the go. The modular structure of Optix's email capture and indexing tools enables organizations to use only the functionality they require, be it the separation of emails into components, the routing of these components to specific queues, or the filing of them into repositories.

Report design, indexing and distribution is also supported through a separate component of the system called Optix COLD. Once indexed, all reports are easily searchable by all users.