This informative webinar will answer all of your DX Engage 8.0 questions. Get an overview of the new interface and features. If you have additional questions, please reach out to your account manager.
Users can create reports that are specific to their site. Five (5) Standard Reports are built into every customer site:
Workflow Reports help Administrators keep track of the progress of workflows and their associated tasks.
Audit Reports track the movement, access, and property changes of Documents, Entities, and Users. Audit Reports cannot be altered, offering increased security. There are several options to pick from when creating a report to track the organization-wide activity:
User Access can be configured to ensure Users can only access the necessary records. Your organization can implement Granular Access Controls by assigning Users to Groups and effectively creating different User Levels of Access with differing privileges delegated to each Group.
Adjust permissions individually to allow users to view, edit, or delete documents at the levels appropriate to their role.
The DOMA Imaging Application (DIA) is a Windows-based application that can be downloaded and installed from our DX Engage Software. DIA affords more control when working with and editing documents including these features:
DOMA DX Engage offers a variety of helpful tools during upload to ensure your files appear and function as intended. When uploading documents in our DX Engage Software you can:
DOMA uses the latest OCR technology to convert large volumes of scanned documents to text, MS Word, HTML, or searchable PDF Images and Hidden Text files.
Therefore, once your important documents are imported into our software, they can be easily searched. Our Basic Search is featured on every screen of the application. Once a Value is entered, you can access the search functionality, making finding key information easy.
OCR also prepares documents for further processing with hyper-automation tools. OCR is the first step in transforming paper documents into powerful business insights and visualizations.
Advanced Search is another available option that allows the user to access files by document type or custom field for more specific searches. With Advanced Search, you can:
Saved Search is an additional search option that allows the user to save and log Search Criteria for future searches.
After a document is scanned and processed with Optical Character Recognition (OCR), DOMA uses a tool to build a “text map” of each word and its location within a document.
Remove all instances of a specific person’s name
Pass data easily between applications and automate difficult workflows with custom-built back-end processes (BEPs) and APIs.
Connect all your systems to easily process your data and reduce complexity. In addition to reducing complexity, APIs can add new functionalities to software, portals, and apps. APIs can abstract more complex code in the background or bridge to disparate applications so that they can easily pass data back and forth.
Dynamic Electronic Forms use Microsoft Word to create dynamic form templates. These form templates can pull metadata directly from DX Engage, allowing you to quickly fill and export large volumes of forms. Dynamic Forms help you automate and eliminate tedious data entry. Some possible use cases include:
Secure File Transfer Protocol (STFP): Ensure that your data is being exchanged securely. Our SFTP server is secure (FIPS 140-2 & HIPAA Compliant), authenticated, and encrypted.
Outlook Plugin: Drag and drop content directly from your Outlook email into the DX Engage application with our easy-to-use plugin. This eliminates the need to export individual emails or attachments.
In our support tab, customers can directly submit a help ticket without having to leave the software. Additionally, our Wiki help pages cover all of the DX Engage tools so that customers can find answers to their questions quickly.
IDX allows authorized users to create passcode protected portals that allow non-users to append or prepend documents, upload new documents or fill out form fields. You can easily set access expiration parameters to ensure that non-users can only upload within the timeframe you set.
Customers now have the option available to them to seamlessly fill out forms using mobile applications and submit their data in real-time to DOMA DX.
Contact us to schedule a personalized consultation and find out how we can make your organization work better for you with the DX Engage Software. For more information about DOMA Technologies and our software solutions please contact:
Chandler Pitcher | Chief Technology Officer
Please provide us with just a little bit of information about yourself and then click to download the DOMA DX 8.0 Software Brief:
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