XDOCS

XDOCS is a document management solution designed specifically for financial institutions, according to the vendor. It offers a centralized repository for storing and organizing documents, allowing users to efficiently manage and retrieve information. The product is suitable for financial institutions of all sizes, including community banks and credit unions. It is widely used in the financial industry, including banking, credit unions, financial services, and insurance.

Key Features

Document Storage and Organization: According to the vendor, XDOCS provides a centralized repository for storing and organizing documents, making it easier for users to search and retrieve information.

Version Control and Collaboration: The vendor claims that XDOCS supports version control, allowing users to track changes made to documents over time and collaborate on the same document without conflicts.

Document Workflow and Approval: XDOCS offers workflow capabilities to streamline document approval processes, as claimed by the vendor. Users can define custom workflows and set up notifications and reminders for timely completion.

Document Security and Access Control: The vendor states that XDOCS provides robust security features to protect sensitive documents and ensure compliance with regulatory requirements. It includes access control settings and comprehensive audit trails.

Document Retrieval and Search: XDOCS offers advanced search capabilities, including full-text search functionality, according to the vendor. This allows users to quickly locate specific documents based on various criteria and improve productivity.

Integration with Other Systems: According to the vendor, XDOCS seamlessly integrates with other systems and applications commonly used in financial institutions. This eliminates the need for manual data entry and enhances operational efficiency.

Document Templates and Automation: XDOCS supports the creation and management of document templates, allowing users to generate standardized documents quickly. The vendor claims that automation features streamline document creation processes, reducing manual effort and ensuring consistency.

Document Retention and Compliance: The vendor states that XDOCS helps financial institutions adhere to document retention policies and regulatory requirements. Users can set retention periods for different document types, ensuring compliance and automatic purging when necessary.