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DOX2U DOCKETS
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Bring your scattered information together with Dockets
VIRTUAL COLLECTION
Breaking down info Silos
Documents tend to get lost with geographically distributed business operations and often end up in individual silos. Now access all information from a single location and organized into collections as per your business process.
CONVENIENCE
Your process, your collection!
Get an organized view of documents grouped together as per your business processes like Customer Records, Purchase Transactions, Sales Transactions etc. The convenience is unmatched!
FLEXIBILITY
Organize documents the way you prefer
Create customized collections of documents (aka Dockets) that can be molded to fit your business needs. Group documents together using common identifiers and the types of documents you wish to collate.
TRACEABILITY
No document goes missing
Track the health of your process-related documentation using the checklists built into Dockets, which give you a snapshot of the information that is incomplete or missing. Tracking your documents has never been easier!
HOW IT WORKS
It is simple!
Create templates
Create multiple templates with the relevant types of documents you want in your Docket (Invoice, Shipping Bill, QC Records, etc)
Create new Docket
Create a new Docket using any template with a Unique ID of your choice, which works as the common identifying parameter for grouping documents
Upload Documents
Upload documents directly to the Docket, link existing documents from your Workspace or send documents from your connected system using our Integrations
Identify the missing
Get a snapshot of documents already in your Docket and identify those missing from your defined collection
