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!
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.
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!
You can link documents to your Docket from within your dox2U Workspace or use dox2U’s API Integrations to automate the addition of documents from your existing ERPs / CRMs or other solutions.
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 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
Typical logistics transaction involves multiple offices and timezones across different geographies. Documents often remain scattered at different locations and, at times, are found missing when needed. It is critical that all information remains organized and cataloged at one place. A missing document could cost up to several hundred thousand dollars in lawsuits.
Using dox2U’s Dockets, a leading logistics operator managed to bring together all their documented information into a single repository, accessible by every user in every office. This convenience was empowered by integration with their ERP, ensuring all Jobs are efficiently docket-ized on dox2U and information managed on their ERP is seamlessly pushed to dox2U!
Compliance and the need to ensure that records are always available dictates real estate companies to manage massive amounts of documents. Challenges in going digital with this archive was to ensure information remains cohesively bound together. Using conventional DMS solutions involved huge metadata inputs and tagging to ensure each document is retrievable.
Using dox2U’s Dockets, a prominent real estate company with thousands of customers brought together all document trails using a single Customer ID. Convenience of finding every document exchanged with a customer at a single place and on a click not only helped improve efficiencies but also improved customer experience which added to their topline & bottomlines.
Batch Manufacturing Records have always been a pain-point with pharma manufacturers. Stringent compliances require them to maintain records for several years against every batch of drug manufactured. Overflowing doc warehouses make it difficult to retrieve information and lost or misplaced docs could have catastrophic results to their continuing operations.
Using dox2U’s Dockets, a leading listed major pharmaceutical manufacturer with several facilities across the country brought all their BMRs onto a digital platform conveniently organized against unique Batch Numbers. No longer are compliance audits a pain with all documents against any batch simply docket-ized within dox2U and retrievable with a single click!