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DocuXplorer
Your Document Management Solution Partner
Last updated: June 2024
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Reviews by rating
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Recommended
STACY K.
Hospital & Health Care, 51-200 employees
Used daily for 2+ years
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Steven provided excellent support during my upgrade. He worked with our IT to make sure installation was accurate and that I had minimal disruption.
Honestly, it fits all my needs. There is nothing that I dislike.
Herb R.
Financial Services, 11-50 employees
Used daily for 2+ years
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DocuXplorer has great flexibility in designing document metadata. We store all sorts of disparate documents: employee personal info, technical/mathematical, hardware manuals, etc. The metadata for these are markedly different, requiring their own taxonomic definitions.
It took a while to get comfortable with the user interface. Also, the Windows client software is sluggish when used through our VPN.
Penny D.
Retail, 51-200 employees
Used daily for 2+ years
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I have used DocuXplorer for 15 years or so. I have confidence in the company and the people working with the company and would not move to another system.
Support is amazing when I have a problem as they are just one email away.
I have an older system and there are times that it runs slowly although this usually can be remedied by support.
Hi Penny, Thank you for 15 years of partnership! We appreciate and value working with you and supporting your business goals. We look forward to iterating on your core business processes, improving efficiency, and lightening your team's manual task load. Thanks! Alli
Michael R.
Warehousing, 201-500 employees
Used daily for 2+ years
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Our companies have been using DocuXplorer as a primary document management system running on-premise for around 20 years. Throughout this period I have watched the software evolve, supporting future operating systems and adding in new useful features all while sticking to its fundamentals as well as providing the same, high-level support that's only available from smaller businesses. If the feature set meets your expectations, I can assure you of its reliability!
DocuXplorer is a very affordable, easy to use, and powerful solution for managing documents and files with an excellent support team that has your back. By mimicking the file tree concept from Windows, DocuXplorer is extremely easy to navigate. Folders can be organized using "index sets" that allow you to set customizable fields such as integer, date, text, version, and more. Support for scanners requires no additional drivers or software to use and the search function is lightning fast. Scanned documents are stored as TIFF files which allows for small file sizes and a host of editing and markup tools similar to Adobe Acrobat. Printing or sharing documents via export or email can be done in just a few clicks.
Restoration and archival tools would be a vast improvement for on-premise administrators. Occasional issues with server to client communication resulting in cryptic error messages presented to users. Please note that an on-premise DocuXplorer solution requires high-speed local network access - it will not run over a VPN or any other platform other than Windows.
Thank you so much for taking the time to share your insights and experience working with the DocuXplorer team for over 20 years! I’m happy you’re satisfied with our evolution, expanding into automated business processing and utilizing the latest technology. Concerning restoration and archival tools, DocuXplorer offers granular restore capabilities on the cabinet, drawer, and even document levels. Many clients utilize our Secure Backup service for a hands-free approach to this. I’ll be happy to share more information to perform this on-prem. And you’re right, by providing taxonomy services we ensure data is organized efficiently, providing fast access no matter how large the system gets, avoiding the need for an archival process. When it comes to a remote connection, while we do have clients utilizing VPN successfully, we’ve seen the best results from RDP services as documents and data are never transferred, providing speed and security. All my best, Allie
Jeffrey H.
Construction, 201-500 employees
Used daily for 2+ years
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Ease of use for the end user, having all of my files in a digital format that makes it extremely easy to find and store
was a little difficult to set up by myself and it required support from DocuXplorer staff, but the support was super easy and timely to get and everyone was very helpful
Hi Jeffrey, I'm happy you find the software easy to use and see value from quickly locating your business records. It's great you've taken advantage of working with our support team and got the assistance you're looking for. So you're aware, you can do even more with DocuXplorer beyond just locating records! You can standardize business processes and automate manual steps. This frees up time, improved team training, lowers operating costs and enables you to scale. Your Account Advocate, Sara, can take a look at your most time consuming document based process and free up time and improve accuracy by automating it in DocuXplorer! All my best, Allie
Karl R.
Machinery, 11-50 employees
Used daily for 2+ years
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The users are very satisfied with the DocuXplorer but in my position as IT Manager, I appreciate the great support.
Nothing comes to mind. We have used DX for many years and the employees are very comfortable with how it works.
Tsale K.
Real Estate, 1-10 employees
Used weekly for 2+ years
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Quick access to documents.
Excellent, friendly and timely support. Support was accurate and to the point.
For us it was a bit of a steep learning curve.
Hi Tsale, Thank you so much for taking the time to review DocuXporer! I'm happy to hear you're satisfied with the level of support you've received. As is the nature of a flexible document management system, it does take time to fully understand your team's needs and how to translate that into scalable business processes using DX. I hope you've taken advantage of our taxonomy services which will help you meet best practices and get the results you're looking for quickly. I'll ping your account manager to touch base with you. All my best, Allie
Dennis H.
Accounting, self-employed
Used daily for 2+ years
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Overall my experience with docuxplorer has been good, thats why i continue to use it for all these years!
reasonable price, ease of use, nothing price comparable out there that i have seen
the one thing ive always disliked about the software is that you cant export partial information to another computer, file by file, its an all or none deal. for example when i was in the hospital i wanted to see specific tax return files so i could review them and the backup documents. they had to instead print everything out and my wife had to lug the files back and forth from the office to the hospital. if we could have copied individual files this would have been very convenient.
Hi Dennis, Thank you for sharing your experience using DocuXplorer. I'm sorry to hear you're in the hospital. It sounds like it isn't slowing you down! Our Success Team will be reaching out to help you quickly export the necessary files. With DocuXplorer, you can export a single file, a particular group of files, or everything. It's not an all-or-nothing process. We'll be happy to show you how. Additionally, you can access the files remotely without exporting them at all. Thank you for your years of partnering with DX. We look forward to many more years working together.
Tom U.
Information Technology and Services, 1-10 employees
Used monthly for 2+ years
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Archiving and Metadata management are the reasons for client's purchase of the product. Clients that are using the product are satisfied.
It is a software that I call biggest game changer as far as getting the same quantity and quality of results for desired management information in Archiving and metadata management. The ability to integrate Microsoft Office documents, accept all electronic files, flawless file imports makes it a software that is taking us to paperless office data banking.
The use of workflow details and SMS alerts is something we are anticipating will happen soon
Ernie C.
Wholesale, 51-200 employees
Used daily for 2+ years
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Ok seems to meet our needs.
The way you can organize and store documents
Does not have a good archiving feature to easily exclude files from daily backups. We need to use OCR for indexing our daily documents.
Hi Ernie, Thank you for sharing your experience with us. DX comes equipped with OCR technology to automate the indexing of your documents. Email you success coach at success@docuxplorer.com and they'll be happy to show you how to utilize this feature. Concerning excluding archived documents from your backups there are a few ways to do this. We also offer a fully managed secure backup service that only backs up what has changed, keeping your backups fast and efficient. You Success Coach can help you with this as well.
Nicolette H.
Retail, 11-50 employees
Used daily for 2+ years
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DocuXplorer has been great. We use it daily. We have had [SENSITIVE CONTENT] helping us with customizing the program to work with our other major program. I love how helpful your team is and DocuXplorer really does help organize our paperwork.
I love how easy DocuXplorer is to use. We have been working with DocuXplorer to customize how the program works best for our company. The staff is great to work with and when we run into issues they are always on top of it!
The document search is harder to use than I would like. I wish you could have it work more like a search engine on the Internet.
Thank you for the great feedback! We love to hear when DocuXplorer is a success for organizations like yours. DX offers various ways to search for documents. Our OCR technology allows for full-text search, similar to the experience of a web search. You'll get the most accurate results when performing a Search By Field query. Your Success Coach will be happy to review various search techniques and find the most efficient process for you. Just email them at success@docuxplorer.com. Thank you again for the kind words and your insights! - Allie
kim r.
Mechanical or Industrial Engineering, 501-1,000 employees
Used daily for 2+ years
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Overall I think DX is a nice software. It is easy to use, we are able to use it with our accounting software, and the DX team is very friendly and helpful.
Integration was rather easy. The technical support team is very knowledgeable. The product is easy to use and has nice features.
We wish that there were excel/csv capabilities for reporting. Being able to pull the files into a single document for analytical purposes would be helpful. Seems like there are some bugs within DX...we get error messages from time to time, and sometimes DX freezes up on us where we have to end the task and restart it.
Hi Kim, Thank you for your review of DocuXplorer. I'll be sure to share your compliments with our support team! I'm also happy to share that you can indeed generate reports right from the library or search window. Just go to the Document List tab and select Export Display. Reach out to success@docuxplorer.com, and they'll show you how to utilize this tool for your specific use case. I hope you find a lot of value using this feature. Concerning any error messages, please alert support@docuxplorer.com when this happens so we can remedy any issues.
Matthew H.
Government Relations, 501-1,000 employees
Used daily for 2+ years
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Overall time saved not having to sift through physical documents has really been the key advantage to using Docuxplorer.
Docuxplorer is a great way to securely organise and manage any type of digital document. It handles the retrieval of these documents in a smart way and allows for a lot of customisation around this too. Overall the software has saved us a lot of time by not having to search through filing cabinets and this has especially been useful with more staff working from home over the last year or so. Workflow inside docuxplorer is also very useful and there are other powerful integration features should you desire to take advantage of them.
Installation was fairly straight forwards but consideration is needed in order to scope this out correctly for your environment. Workflow is good but does have a steep learning curve and could be tricky for non IT literate users to understand. Perhaps a new more simplified UI / workflow builder could be something to consider in future versions.
Thank you so much for taking the time to share such a thorough review of DocuXplorer! It's great to hear that it's helping your team save time and remain supported even while working remotely. I appreciate your insight on the workflow designer. Workflows can be as simple or complex as you need, and we developed the designer to meet various experience levels. DX comes with a library of pre-built workflows for your most common use cases, like approvals, reminders, and digital signatures. You can also create fully customizable workflows yourself or work with our experts to ensure you have the most streamlined processes. Thanks again for sharing your insight! - Allie
Nirmala B.
Nonprofit Organization Management, 51-200 employees
Used weekly for 1-2 years
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We are not satisfied at all, your counterpart in Mumbai, India. has purely misguided us
Not really-------------------------------------------
There is no local support , There are unnecessarily lot of things incorporated and not customized
Hi Nirmala, I'm very sorry to hear you're unsatisfied with support from your local provider. As always, you have full access to our in-house support team in addition to your local provider. I can see from our records your success coach has reached out to you and hasn't received a response. I'll have them reach out again so we can get you back on track. We have also taken steps to investigate your experience with your local provider to ensure timely and correct support is provided in the future. Thank you for sharing your experience and allowing us to continue improving our client experience.
Mohamed G.
Construction, 201-500 employees
Used daily for 2+ years
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Great experience with Docuxplorer to handle the office document and easy to search and edit the existing document details.
Document Management and Easy to access the stored data, Workflow actions about the reminder of document expiry.
Still some features need to add in workflow reminders.
Thank you for your review of DocuXplorer, Mohamed! We greatly appreciate client feedback and insights. I'm happy to hear you can easily access your stored documents and process them with workflows. DX is continually evolving to meet our clients' needs, so please share your feature requests with support@docuxplorer.com
Vs N.
Construction, 201-500 employees
Used daily for 2+ years
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Archiving and Retrieval of document, workflow, electronic signature, etc. are excellent features available in DocuXplorer.
Document Routing Feature need to be included with communication history.
Hi Vs, Thank you for sharing your experience with DX! It sounds like you're taking advantage of a lot of the features. You noted that you'd like to include your communication history when routing documents. This can be achieved through the workflow as documents always maintain their event log. You can schedule a call with your success coach at success@docuxplorer.com, and they can show you how to access this or any other questions you may have.
Richard C.
Printing, 51-200 employees
Used daily for 2+ years
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I look back at purchasing Docuxplorer as one of the best investments we have ever made for the company.
That all types of information going back to 2005 is available immediately. That includes machine manuals, payroll, vendor invoicing and a huge amount of other type documents. Some are in protected areas that only certain people can have access to.
There is nothing that doesn't help us stay efficient and profitable.
We're so happy to hear that DocuXplorer has had such a positive impact on your business's efficiency and bottom line. It sounds like you're making good use of your user permission settings. Thank you so much for taking the time to share your experience with us.
Edward M.
Insurance, 11-50 employees
Used daily for 2+ years
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Excellent. I and my staff have it open whenever we are working. The ability to annotate and move documents from user to user and then to files is very important to us.
Ease of use. Much is intuitive and new employees rarely have any problems becoming comfortable with the system
Some of the graphic document editing tools are difficult to use.
It's great to hear your staff is experiencing a smooth onboarding process. We've been working on a new collection of how-to videos to continue improving the DX experience. Subscribe to our DocuXplorer Software YouTube channel to get access when they drop. Your Success Coach will be happy to go over the editing tools with you and make sure it's working as smoothly as possible. Email success@docuxplorer.com, and they'll set up a call.
Rhonda L.
Financial Services, 11-50 employees
Used daily for 2+ years
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I cannot say enough about the service. They have been a pleasure to work with for over 13 years now.
It is easy to implement, use and manage.
The only con I hear from some of our users is that we have it set in a very standard "tree" format but that was set operationally and compliance wise for a reason and works great for those users.
Hi Rhonda! Happy to hear you've found DX easy to implement and are getting the benefits of organizing and managing your documents for 13 years and running! I'll be sure to pass on the praise to our support and success teams. Yes, the tree format is the tried-and-true classic for digital organization. Still, as long as you're tagging your records with indexing information, users can stick to searches and avoid navigating the tree altogether. If anyone needs help, you can always reach out to your success coach via success@docuxplorer.com. Thanks again! -Allie
Dan P.
Mechanical or Industrial Engineering, 501-1,000 employees
Used daily for 2+ years
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Its nice with multi-companies, to have one place to retrieve documents. The support is amazing, you can call and talk to a person, and that same person can help you!
We are now using QR codes to scan our documents, this catalogs everything for us! We do not need to manually save files in specific locations.
When capturing info from a scanned document, if the scan goes in crooked(which happens all the time), there are some problems scanning. If there were a way to straighten documents before capturing data/text, that would make this feature even better!
Hi, Dan! Thanks for sharing your experience with DX! That's wonderful you're getting good use out of the QR code reader and automated indexing. QR codes should be readable at any angle, but you may run into OCR issues with lines of text that are not straight. That said, DX has a feature to automatically straighten a document when scanned into the system. Our support team will be happy to troubleshoot with you. Please send us an email at support@docuxplorer.com or give us a call to help streamline your process even more.
Jolman R.
Insurance, 11-50 employees
Used daily for 2+ years
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This software offers a number of features and benefits that can help you and your team members collaborate effectively on projects, communicate easily with one another, and even import and organize files. During this Covid pandemic we haven't had any interruption in our business thanks to DocuXplorer all our employees have remotely access to the files and documents to work from home.
The program is easy to use / storage and when looking up documents in different folders.
Document retention / Disk space does not automatically compress after deleting documents you will need to do a claim disk space process.
Thank you so much for sharing your insight on using DocuXplorer. I'm happy you're benefiting from the ability to collaborate effectively, stay organized, and work remotely without interruption. I looked into our process for document deletion and reclaiming unused drive space in the database and learned that this is common practice for databases. When items are deleted, they are not removed from the system but rather are left as space to be overwritten by something else. On a day-to-day basis, this doesn't impact the performance of your system as another file will quickly take the place of the deleted file space, but if you do a mass deletion of files, you may benefit from running disk cleanup to reclaim large amounts of space. If you do experience any issues with the speed, our support team is happy to find a solution; just email support@docuxplorer.com.
William C.
Medical Practice, 51-200 employees
Used daily for 2+ years
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We love it! We have been with Docuxplorer for many years! This software and their customer service is great.
The most thing that I like about Docuxplorer is the ease of the software on the users. The management and the layout of the software isn't complicated at all. Our company uploads all kinds of files into this software and the organization of these files are pretty much taken care of by docuxplorer.
The one feature I wish that could be implanted or looked at further is the capabilities to do remote scanning using remote computers. When having offsite computers we wish that the user can use their own scanners while remoting into their computer at their office.
Thank you so much for sharing your experience with us, William! I'm happy to hear your staff finds it easy to use, and you're able to add and find all document types. I'm happy to share that we do indeed have remote scanning abilities. Just email support@docuxplorer.com, and they'll help you set this feature up. It sounds like it will be beneficial for your team! Thank you again for taking the time to share your insight.
Cynthia M.
Industrial Automation, 11-50 employees
Used daily for 2+ years
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Super great service, but we may not take enough of our time to explore completely the software and add better way of working.
the service, easy to use and to teach to our employees
the visual look of the program. It's not look up to date with more bright color.
Thank you so much for sharing your experience with us! I'm happy to hear you've had a good experience with support and training your employees. The latest version of the software offers a selection of display skins, so you can select a color and design that fits your style. Your Success Coach will be happy to show you how to do this and review your usage and see how you can get even more value from the software. Thank you again for taking the time to share with us!
Liz J.
Consumer Services, 1-10 employees
Used daily for 2+ years
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Time saving and efficiency.
Since starting to use this product, which was very inexpensive to buy, my boss has been incredibly impressed at how quickly I can find the documents that he wants to see, no matter how many years previous. Instead of having to run to the archive room, just a couple of clicks and I have it for him. DocuXplorer makes me look very efficient.
I really can't think of anything I would change about it.
Thank you so much for the kind words and insight Liz! We're happy to hear DX is saving you time and helping with efficiency. DX also offers a ton of tools to go beyond just document storage and actually help with automating recurring manual tasks and processes. Your dedicated Success Rep will be happy to learn more about your day-to-day activities and suggest ways DX can carry more of the load. I'll put you in touch!
Adam C.
Management Consulting, 11-50 employees
Used daily for 6-12 months
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Awesome team and complete product - great experience from when we started our research to when we became a client - through to our quarterly checking and support.
The fact that you get unlimited users and all the features - made understanding pricing easy and we saw ROI quickly.
I stopped hearing from employees as much as before we switched - they didn't need me to help the with this tech at all...
Thank you so much for sharing your experience, Adam! We are very happy to hear your business is benefiting from the value of document management. We strive for a consistent experience from educating you about the product through implementation, getting your team on board, and continued success down the road. As always, our support and success team is here when you need us. Thanks again for taking the time and sharing your feedback!