Doculivery Document Management System
Secure Data. Centralized Content. Enhanced Collaboration.
Doculivery provides a powerful, secure document management system that centralizes your organization’s content, improves collaboration, and ensures regulatory compliance. With a white-labeled repository, your data is consolidated onto one platform, giving your team a unified source of truth.
Centralized Document Management
Keep all your files in one secure, easy-to-access location. Doculivery ensures that your team has a single, reliable source of information, allowing for seamless collaboration and faster decision-making.
Security & Compliance
Doculivery employs industry-leading security measures, including SSL encryption and HIPAA-compliant protocols, to safeguard your documents and transactions from unauthorized access. Maintain regulatory compliance effortlessly while ensuring your data is always protected.
Visibility & Control
Gain complete visibility and control over your documents throughout their entire lifecycle. Doculivery’s detailed audit logs and granular user controls allow you to classify, retain, and manage records while ensuring only authorized users can view or edit files.
Group Administration & Role-Based Access
Easily assign user permissions and customize access rights based on roles within your organization. Doculivery helps maintain compliance by allowing you to define segregation of duties and manage SOC compliance with ease.
Invoices, Statements, Reminders
Secure, Automated E-Statement Delivery
Doculivery takes the hassle out of distributing billing statements, invoices, and account notices with a fully automated e-statement solution. Customers, employees, and vendors receive secure email links that lead to a password-protected portal—ensuring fast, confidential access to their documents.
Highlights:
Smarter E-Document Management
From HR records to safety compliance forms, Doculivery centralizes your document workflows and eliminates manual processes. Advanced capture technology extracts data from invoices and routes documents for approval automatically, reducing errors and speeding up cycle times.
Key Features:
e-forms
Transform the way your organization collects, processes, and manages information. With Doculivery’s e-Forms, you can build fully customizable digital forms to streamline data collection across your business. Whether it’s HR onboarding, expense reports, safety compliance checks, or tax documentation, e-Forms replace inefficient paper processes with secure, automated workflows.
e-statements
Deliver critical information securely and efficiently with Doculivery’s e-Statements. From invoices to pay stubs to account summaries, e-Statements give recipients 24/7 access to their documents through a secure online portal. This automated solution reduces costs, improves communication, and keeps you compliant with industry regulations.
INDUSTRY EXPERIENCE YOU CAN TRUST
Document Management For Every Industry
AR and Billing
Healthcare
Mortgage and Housing
Insurance
Business and HR
Environment and Safety
Access The Way You Need It
Improve Transparency Without Sacrificing Security
With Doculivery’s granular access controls, administrators can restrict user actions and protect sensitive data while maintaining visibility through audit trails. Detailed reports and file logs are centralized for easy access, improving transparency across your organization.
Improve Transparency Without Sacrificing Security
Intuitive Interface
Doculivery’s folder-based structure makes it easy to manage, find, and retrieve all your content. Reduce silos, promote collaboration, and accelerate your workflow—all within one system.
Accelerated Approvals
Speed up approvals and streamline your document workflows by incorporating automated routing into your processes. Securely track approvals and notifications directly within the platform.
Smart Routing
Automatically route documents for approval or prompt action through integrated workflows. Web forms can be easily incorporated, creating a unified process for managing data and documents.
Easy Search and Retrieval
Improve productivity and turnaround times by taking advantage of Doculivery’s advanced search functionality. Whether you’re working remotely or in the office, quickly locate files and retrieve documents from your centralized repository.
Enterprise-Scale Search
Locate documents across your entire organization with robust search capabilities that make finding what you need fast and efficient, regardless of scale.
Collaboration Tools
Connect with Teammates and Customers
Collaborate effortlessly with internal teams or share content externally via trackable links. Simultaneously edit documents with colleagues, or publish read-only content to a secure portal for public access.
