Document Manager RPA Product of the Year

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Document Manager – Data capture, intelligent indexing and automated workflows with
built-in compliance and business integration




Document Manager enables any department in any industry sector to digitise and manage documents with maximum efficiency. Or, implement to enjoy cross-departmental, company-wide access to centralised data. Our flexible, scalable system enables you to boost productivity, reduce costs and advance your business goals. 

Document Manager - big benefits

Centralise data, minimise manual work, and pre-configure search and retrieve functions to increase the value of your teams’ work.

Capture and index data from incoming documents Automate workflows, approvals and internal controls
Digitise to minimise data entry and human error
Centralise data for efficiency and collaboration
Empower knowledge workers to work effectively
User dashboards with saved searches and visual prompts Report in real-time for QA, management and auditors Measurable time and cost reduction by up to 80%

Records control from capture to purge 

  • Access control - rules-based and self-servive
  • A single point of storage, merge, communication and encryption
  • Built-in GDPR compliance and embedded company protocols
  • Automated data retention and deletion

Enjoy significant benefits in terms of workflow efficiency, access, security and compliance.

Document Logistix award-winning software, Document Manager, can be fully integrated with most business systems.

Document Manager enables organisations to store documents and data in a secure, cross-departmental central hub, to avoid risks of duplication, loss, interference and unlawful data retention.

The system allows administrators to manage and closely control data access levels. Each system user can be restricted to access only the information they need to perform their job.

360 records management
Effective data entry at the start of every business process

Ingesting data properly ensures that each successive step in a business process is quick and simple to manage. Document Manager provides you with multiple ways to ingest documents and data, quickly and accurately. Watched folders can be employed to receive emails, strip attachments and OCR capture data at header or line level. Document Manager’s workflow engine ensures that documents are always seen and approved by the correct person in your organisation, which eliminates bottlenecks and boosts customer satisfaction. Our batch capture tool enables you to collate information from multiple locations and overcome problems associated with unstructured data.

A clear interface for administrators and staff

Predetermined workflows are crystal clear to managers and staff in intuitive dashboards. No programming skills required: build searches, sort, order, run queries, assign permissions, locate missing documents and data gaps, and customise to suit the needs of individuals and the department.

Simple sidebar tools allow you to add notes, image and text stamps, annotations, and to redact (hide) sensitive information from unauthorised staff.

Simple set-up to mirror the way your company works

You can set up Document Manager to reflect your company policies and preferred ways of working. Staff dashboards show ‘my work’, which can be tailored easily to pin regular searches and speed-up common tasks

Dashboards and Saved Searches

Document Manager allows each user to create and amend their own dashboards. ‘Saved Searches’ are displayed as buttons that have visual prompts and can be set to traffic light issues in any business process. The number of documents in process can be green up to a predetermined threshold, then red if the limit is exceeded.

Users can create saved searches very easily, with no specific IT expertise.

Searches can be used to show the status of any document type, including the number of days in process, which approvers have which documents, and any other search that uses the data stored in Document Manager. The search feature is a really simple and cost-effective alternative to other BI-based options, as well as being a feature that saves significant time for daily monitoring routines.

 Clear, customisable dashboards provide at-a-glance workflow visibility.

Clear, customisable dashboards provide at-a-glance workflow visibility.
 Preview, review, redact, annotate: a full range of sidebar tools.

Preview, review, annotate, redact: a full range of sidebar tools.
Compliance is built-in

Each document is assigned the required retention or purge period as it is captured, so information is automatically retained or deleted according to industry and legal compliance requirements. Check-in and check-out functions mean that you can track potential risks of error, nuisance or malice. Data is encrypted to prevent wrongful access, while output options include double-zip and password protection to ensure information remains secure outside of your business environment. All compliance features are underpinned and supported by a full document level, time-stamped audit trail, which means all activity in the system is logged, stored and linked to the specific document.

Never fear time-consuming, resource-sapping audits. Make the most of BI tools.

Every event in Document Manager is recorded and time-stamped. Comprehensive, up-to-date management, transaction and status reports are always available. Users of Document Manager are able to produce accurate reports and accounts to fulfil internal quality audits and the most demanding external financial statements, operational and compliance audits. Business intelligence tools generate business insights.

 A full range of reporting functions including built-in business intelligence (BI).
Full range of reporting functions including built-in business intelligence (BI).
Integrate with business-critical systems

Standalone systems can lead to duplication of effort and wasteful inefficiency.

Integrating business systems enables companies to streamline resources and maximise the value of data.

Document Manager provides a secure, reliable centralised information hub accessible by multiple departments to empower people working in any role to be their most productive.

Plus, at times of expansion, regulatory change, merger or acquisition, Document Manager adapts to meet new requirements.

Integrate with business-critical systems
Document Manager is future proof

As your needs change, Document Manager adapts to meet new requirements. At times of expansion, changes in regulation, merger or acquisition, Document Manager stays the course with you.

Document Manager is used by:

Departments: AP, HR, Customer Services, Procurement, Production and Compliance

Industries: Insurance, Legal, Logistics, Manufacturing, Education, Housing, Retail, Hotel and Leisure, Construction, Law Enforcement, Government and Not-for-Profit.

Read our case studies to see how we have helped business like yours, or get in touch for the latest news about AI-powered document management and workflow automation.

Quick-view Document Manager product animations

001 - Batch Capture and Centralise Documents

002 - Login to AP Saved Search Interface

003 - Accounts Payable Prompted Search

004 - Business Intelligence Tools


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