Document management and workflow solutions for small business

Graduate from paper files and messy file sharing. With DocuWare, regain control over your documents and your teams’ processes. No more shared drives, no more paper, no more frustration. Manage what matters in the smartest home for your documents.

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4 paperless, digital processes to provide remote employees easy access to information

Discover how easily your team can implement a modern, cloud-based document management solution to digitize your paper documents and lets your remote employees easily access information when they need it.

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Not just a place to put documents. A place to use them.

DocuWare delivers two critical capabilities to small businesses: world-class document management in the cloud to securely capture and organize the information you use every day, and process automation to replace cumbersome manual methods with simple, instant, digital workflow. All in a cloud-based, highly usable interface designed for both casual users as well as demanding power users.

Organize and secure documents on ipad
Organize, access and secure business documents

Organize and secure documents

  • Drop in files and watch key index data get extracted and organized automatically
  • Archive any document with ultrafine access rights and state-of-the-art encryption
  • Instantly retrieve any document to share, edit or annotate

Automate workflows and tasks

  • Assign tasks and alert team members with instant email notifications
  • Automatically send key stakeholders documents to review and approve
  • Design workflows that carefully align with your existing processes
Automate workflow and tasks on monitor
Automate workflows (left) and assign users tasks (right)
Connect colleagues through mobile
Connect mobile and remote workers with simple document management and workflow

Connect distributed teams

  • Team members that are working from home or traveling can instantly retrieve documents from one central repository to share, edit and annotate
  • Access information from any device, anywhere, any time with a browser-based client and mobile apps

How small businesses use DocuWare

DocuWare is used by more than 12,000 customers across 90 countries. Customers commonly deploy DocuWare in the document-centric processes that drive the heart of their business, where speed, reliability and security are most important. Some customers use DocuWare with teams as small as two people, while other customers use DocuWare with thousands of employees.

Accounts payable and other finance processes

Although DocuWare is known for our best-in-class invoice processing solution that simplifies and expedites the entire process of incoming invoices, it’s also commonly used in accounts receivables, expense management, tax, operations and budgeting.

Case Study

On Point Custom Homes constructs custom-built houses and is one of Houston’s award-winning builders. They complete 20 homes a year ranging from design-built to remodels. The company needed a cloud-based solution that was mobile-ready and would allow employees to access data and review and approve invoices remotely from job sites. DocuWare Cloud was selected for the security, flexibility and mobile-readiness it offers across accounting processes.

Country: United States Industry: Construction Department: Finance

Contracts and proposals for sales

Carefully organizing and collaborating on crucial sales documents can unlock a serious competitive edge when you’re able to send product information, estimates and contracts instantly to your customers without tedious searching.

Case Study

Criterion Tool & Die Inc. is a third-generation family-owned company. They manufacture precise no-failure components for medical, airspace, and photonics industries. Government regulations mandate that they maintain all records on all parts made for their several hundred customers, for the lifetime of the product. This information is now archived in DocuWare and is as easily available for shop supervisors responding to sales queries as it is for accounting department audits.

Country: United States Industry: Manufacturing Department: Sales

Employee records and other HR processes

Centralizing and securing your company’s employment records enables your HR team to get rid of archaic paper documents and start automating the manual processes that suck up their valuable time like performance reviews, time-off management, and more.

Case Study

Tillamook Bay Community College (TBCC) is a small college, offering degree programs to a diverse student body. TBCC needed an affordable document management system to offer faculty fast access to student files for advising purposes and HR staff fast access to personnel files and training records. A key factor was finding a solution that integrates with their ERP and Student Information System (Jenzabar) and adapt to other HR related tasks such as payroll.

Country: United States Industry: Education Department: Human Resources

Secure document archiving

Shared drives and paper files are no place for sensitive documents. Many customers use DocuWare to securely archive vast amounts of digital information to protect against unauthorized access or natural disasters — and safely get rid of boxes, filing cabinets and other paper expenses.

Case Study

The Town of Henrietta implemented DocuWare to digitally transform their archaic filing system. Department processes were paper intensive — town meeting minutes, planning and zoning case files, registration forms, contracts, claims and lawsuits were just some of the documents that needed to be permanently archived. By implementing DocuWare and scanning and storing new and old files electronically, the town’s +500,000 documents can be securely and quickly retrieved and shared between departments.

Country: United States Industry: Local Government Department: Documentation
paperless in 90 days

How to go paperless in 90 days: a step-by-step guide

The definitive business plan for turning paper-based processes into digital workflows and unlocking employee productivity.

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Designed and built for businesses of the future

iNTUITIVE, USER FRIENDLY INTERFACE FOR DOCUMENT MANAGEMENT

User-friendly interface

Keep the learning curve short with an interface built for day-to-day use.

document management and workflow solutions in the cloud

True cloud availability

Access any document with only a browser. Any operating system, any device, anytime.

any_device_access

Native mobile flexibility

Capture, retrieve and store documents from your smartphone or tablet.

rock-solid document management security for small business

Bulletproof security

Stay safe with best-in-class encryption, user access rights and multi-tier backups

Launch document management faster with preconfigured cloud solutions

DocuWare document management and workflow automation can excel in any area of your business, but we offer two preconfigured solutions designed to get you from zero and to full-speed optimization in just a few days. Each solution comes packed with sample documents, user profiles, preconfigured workflows, and much more – all designed from our experience successfully deploying thousands of customers.

invoice processing

Invoice processing

Break free from paper and data entry

For every incoming invoice, automatically record key data like vendor, PO number, taxes and totals, and more. Route invoices for approval with automatic email reminders. Never lose another invoice, eliminate fraudulent invoicing, and keep vendors paid on time. Learn more.

employee-management

Employee management

Every employee’s records at your fingertips

Digitize and centralize the HR records of every employee, including their resume and credentials, onboarding forms, tax documents, performance reviews, and much more. Enhanced with key HR workflows, it’s a complete toolkit for HR teams. Learn more.

Discover how DocuWare can work for your business

Contact us for a free demo with the form below. We'd be happy to show you how DocuWare is perfect for small businesses seeking efficiency, security and sanity with their documents.

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