Powerful automation for your work processes with DocRecord

The more your work is work, the less you get done

Enterprise Content Management with Work Process Automation

DocRecord is an affordable, comprehensive, and all-inclusive ECM platform that enables the automation of complex work processes.

DocRecord — Platform for the whole organization

Every department benefits from automated work processes and workflows, digital archiving, and instant electronic document retrieval.

DocRecord is an affordable, all-inclusive platform that is priced simply by the concurrent user and not by the module.

Work process automation improves efficiencies & reduces costs

Automated work processes and workflows are essential for an organization to improve efficiencies and reduce costs. It allows you to get more done in less time.

Instant access to workflows, documents & content archive from anywhere

DocRecord provides instant, remote, and secure access to all your work processes, workflows, eForms, documents, and content — allowing your team to work from anywhere.

Common problems we solve

DocRecord's work process automation enables cost-effective solutions to common problems


Automate unique accounting processes

Accounting processes vary widely by organizations. DocRecord can create work processes that automate much of your current manual processing.

While yours will likely vary, most automated accounting processes include:

Automatic data capture from emailed and other PDFs, such as invoices

Scheduling of payment and check runs

Auto-validating and correcting this extracted data with a database

Comparing the invoice against open purchase orders

Routing for payment approvals based on vendor and total amounts

Emailing the vendor as to the status of the invoice

Automating check printing and accompanying remittance letter

Archiving all documents in a single, secure repository for instant retrieval

Multi-person review and Workflow

Review-and-approve intelligent workflows

Review-and-approve workflows vary substantially in complexity and purpose. DocRecord can create these intelligent workflows based on a wide range of requirements.

Many of these intelligent workflows include:

  • Conditional processing based on a wide range of variables

  • Database lookups for data verification

  • Out-of-office tests and conditional routing

  • Customized workflow action-logging supports review and audit activities

  • Scheduled data exports (csv, txt, json, xml) of approved/rejected items

  • Intelligent and conditional team-voting system for item approval/rejection

  • Active Directory group dynamic/conditional task assignment

  • Automation speeds processing speeds and greatly reduces costs

    DocRecord is designed to automate work processes to eliminate most of the manual processing, manual data entry, and paper-based activities. This automation greatly speeds the processing times allowing your team to get more done, in less time, with less work.

    Best of all, workflows can be accessed and processed remotely, allowing your team to work from anywhere at any time.

    eForms and Workflow

    eForms vary substantially in complexity, requirements, and purpose. DocRecord can create a wide range of intelligent eForms for all needs. eForms — single page or complex multi-page — can be stand-alone, part of a comprehensive workflow, embedded within a website, or displayed on mobile devices.

    Many of these intelligent eForms include:

    Conditional fields displayed and based upon data entry

    Database lookups for conditional data display


    Image and document uploading

    Desktop and mobile enabled

    Searchable eForms library

    Part of comprehensive work processing workflow

    Can include multi-signature workflow

    Let us show you DocRecord
    See how DocRecord can make your work easier.