The FINANCIAL -- Xerox’s DocuShare Flex cloud content management platform enables users to work from anywhere, collaborate on projects, connect with customers, track business transactions, automate paper-based workflows and intuitively organize documents and data without IT support.
The platform can now integrate with DocuSign and will soon grow to integrate with QuickBooks Online and Salesforce.com. Customers will be able to sync data and workflows from these third-party platforms within DocuShare Flex, allowing users to access the information they need, right when they need it.
For example, instead of a legal department employee working between DocuShare Flex and DocuSign to complete the approval process for a contract, the user can simply review, sign and lock the document all within DocuShare Flex, eliminating the need to switch between platforms.
Automating time intensive manual processes
Dahill Office Technologies, A Xerox Company and DocuShare Flex reseller, has seen first-hand how DocuShare Flex helps customers streamline business operations and is looking forward to extending that exceptional service with the platform’s new features.
Enhancements for the modern workforce
With a new iOS app for DocuShare Flex, users can pick up projects where they left off while on the go. They can log on to view, download, capture, share and search for documents, or manage tasks such as routing or approving, with the convenience of a secure, cloud-based solution.
Additional updates to the DocuShare Flex platform include:
New Webforms add-on that creates and stores electronic forms, fills out requests, registers or on-boards employees or customers and more, all directly on the platform.
A customizable accounts payable toolkit that can help reduce time to payment and increase efficiencies. For example, elements of the financial documents processing workflow can be simplified such as intaking paper and electronic invoices, recognizing and extracting key document data, three-way matching validation and auto-filling data as needed from ERP systems.
Enhancements that configure work queues to assign and prioritize tasks and delegate approvals to re-route when people are out of the office.