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.

Optix document management capture, and workflow solutions

Document Management Built for Businesses and Non-profits

Moving to a a document management solution has never been easier. Businesses and Non-profits struggle to stop using beginner solutions such as Dropbox and Google Drive 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 customized, structured repositorycould 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.”

Best Workflow automation solutions

Workflow Automation Solutions - Start Innovating

Employees who perform tedious, repetitive 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 a digital 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

Learn How Optix Can Transform Your Work

Document Capture
Document Management
Workflow Automation
Mobile Document Management

Features & Capabilities of Optix

Document Capture