Enterprise Content Management

A Secure Repository for Sharing and ePresentment

Managed, Secure, and Easily Accessible

Doxim ECM is a cloud-based repository that manages your regulated customer documents securely and compliantly, but it was purpose-built to fuel a modern digital CX – enabling fast, easy ePresentment through seamless portal integrations.

Enabling a Modern Customer Experience

Providing easy, online access to customers’ documents through a secure portal is essential for delivering a modern CX and staying competitive. In addition, providing your staff with rapid access to these same customer documents improves customer service levels and reduces operational costs. By default, Doxim ECM securely stores documents generated by the Doxim Customer Communications Management (CCM) and Doxim Customer Engagement Management (CEM) platforms, but it is flexible enough to manage and centralize all your customer documents.

A Cloud-Based Document Repository

Multi-tenant SaaS solution

Completely browser-based; zero infrastructure required from your IT staff

State-of-the-art data centers, managed by Doxim

Web services and RESTful API

An administration system that is easy to understand and use

A highly scalable platform that accommodates business growth

Advanced Permission and Security

You decide who can view, modify, create, delete, and administer documents and content at both user and group levels. As documents are added to the system, user and group permissions are assigned automatically based on the rules you’ve established. The result is a robust, flexible, completely secure content management system.

Versioning

Document versioning gives you the flexibility to access previous versions of the file and revert to them, as needed. A detailed record of file changes and file activity are logged and retained in perpetuity for compliance.

Records Management

You can classify documents within Doxim ECM and apply records management rules in accordance with your policies. This will ensure documents are managed securely and compliantly for the appropriate length of time, then flagged for destruction and purged when they are no longer needed. In this way, you comply with regulations, while actively managing your document storage costs.

Enable Secure Sharing and ePresentment

With documents safely and securely managed, you can unleash them to fuel modern processes and enable easy access by customers and staff alike. We make portal integrations and secure sharing easy, enabling fast, secure online access to documents anytime, anywhere, using any device – directly through:

A Doxim-hosted portal
Your existing customer portal
A third-party portal
Your internal staff document portal
Secure document delivery directly by email or SMS

Document self-service satisfies modern customer expectations for on-demand access, while reducing your print costs and decreasing the number of calls to your front office. Integration with your staff portal will also boost your operational efficiencies, so when customers do call, staff can quickly locate key customer documents.

Create a Centralized Content Hub for Customer Documents

Having a single, centralized view into customer documents of all types and origins can deliver significant efficiencies and value. This flexible repository can manage files of any type. It can easily provide your staff with a single location and fast access to documents while increasing the volume and variety of content served to customers through your customer portal. As you add more documents, you realize greater value.

Create a Centralized Content Hub for Customer Documents

Having a single, centralized view into customer documents of all types and origins can deliver significant efficiencies and value. This flexible repository can manage files of any type. It can easily provide your staff with a single location and fast access to documents while increasing the volume and variety of content served to customers through your customer portal. As you add more documents, you realize greater value.

eSignature Documents

Tax Documents

Workflow Documents

Digital Notifications

When batch files are uploaded to Doxim ECM, you can configure a process where customers receive an email notification – informing them the file is available and providing a direct link. Providing customers with instant and personalized information is key to a modern CX.