Optix is the Key to Unlocking Efficiency

Optix is a powerful, yet simple-to-use document management software with workflow automation solutions and modern features designed to optimize business processes. Whether automating an existing workflow, implementing a best practice, or solving a new document workflow challenge, Optix flexibility gets your solution up and running quickly.

Considering a move to paperless? We have you covered.

Optix document management capture, and workflow solutions

Document Management Built for Businesses and Non-profits

Moving to a paperless process has never been easier. Businesses and Non-profits struggle to stop using paper simply because they think making the change will be difficult. It’s true, if you pick the wrong provider without proven support, the path to a paperless office could be a slow one. But if you ask an Optix user about their experience, they will tell you that the implementation and support teams really understand the product: “They answer all my questions without having to put me on hold or ask someone else. I’ve never experienced this kind of support.”

Digital document management and capture

Go Paperless — Start Saving

Paper carries security risks, is expensive to manage, and can be difficult to reference. In the event of fire or flood, the loss of paper documents can force a business to cease operations indefinitely. Processing paper creates delays in closing contracts, reconciling payments, and managing HR functions. Reducing reliance on paper can improve organizational throughput by as much as 70%.

  • Invoice Processing
  • Accounts Receivable
  • Legal Documentation
  • Land Records
  • HR Records
Best Workflow automation solutions

Workflow Automation Solutions - Start Innovating

Employees who perform paper-intensive tasks spend less time producing revenue and more time entering, checking, routing, and archiving documents. With document capture and automated workflows, work can be routed by pre-defined rules and logic to ensure that work is processed efficiently by the right person at the right time. Optix workflow automation solutions work across departments, contributing to overall growth.

  • Maintenance Workflow
  • Donor Records
  • Manufacturing Processes & Auditing
  • Review, Distribution, and Compliance
Document management software compliance solutions

Address Compliance Issues

Regulatory requirements are part of doing business today. Your ability to respond to audits and demonstrate compliance depends on how well your assets are organized and how easy they are to access. With the features in the Optix document repository, searching for and finding the right documents on-demand is easy. No more boxes of files, offsite repositories, or delays in responding to auditors.

  • Aircraft maintenance and FAA compliance
  • Shipping and USDA inspection
  • Contract performance compliance

Optix Makes it Easy

Create new applications in hours rather than weeks allowing you to transform your business into an almost paperless enterprise with associated cost savings and process improvements.

With Optix, it’s easy to…

  • Identify search terms used to index your documents and make business decisions.
  • Rapidly customize your search screen to store and retrieve your documents painlessly.
  • Automatically capture search terms from your documents and pull data from other systems to save keystrokes.
  • Design workflows using drag-and-drop technology that
    directs work to those who need to view and approve
    documents, incorporating your business rules.
  • Deploy in a single click, including storage and security.

Complicated workflow? No problem. Our workflow optimization experts can help you analyze the situation and provide the support you need to put the right process in place to get things under control.

Document management and capture solutions for Mac

Optix Makes it Easy

Create new applications in hours rather than weeks allowing you to transform your business into an almost paperless enterprise with associated cost savings and process improvements.

With Optix, it’s easy to…

  • Identify search terms used to index your documents and make business decisions.
  • Rapidly customize your search screen to store and retrieve your documents painlessly.
  • Automatically capture search terms from your documents and pull data from other systems to save keystrokes.
  • Design workflows using drag-and-drop technology that
    directs work to those who need to view and approve
    documents, incorporating your business rules.
  • Deploy in a single click, including storage and security.

Complicated workflow? No problem. Our workflow optimization experts can help you analyze the situation and provide the support you need to put the right process in place to get things under control.

Document capture user interface for Windows users

Learn How Optix Can Transform Your Work

Document Capture
Document Management
Workflow Automation
Mobile Document Management
Scanning
Integration

Features & Capabilities of Optix

Document Capture

  • Create powerful capture tasks to automate document capture workflows including scanning, metadata extraction, and document indexing.
  • Share capture tasks throughout your organization to capture data seamlessly.
  • Extract and automatically index metadata from your files including PDF forms, Microsoft Word forms, email, and XMP.
  • High-speed, native scanning and document capture for Macintosh and Windows, fully integrated, and never a per-page scanning fee.
  • Use OCR to extract fielded information from scanned images. Built-in automated tools to detect blank pages, auto size, and deskew.
  • Optional OCR Pro and Forms module to automatically recognize different forms and extract information.