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Doxis Review 2026: Pricing, Plans and Document Management

Doxis gives enterprise content teams version history, approval workflows, and retention schedules, with deployment options for different operating models.

Verified

Facts at a glance

Starting price
Quote-based
Free plan
See vendor
Free trial
See vendor
Official website
https://www.doxis.com/
Last verified
2026-10-25

Key capabilities

Best Document Management Software for Financial Services 2026

Granular document and matter accessDoxis says documents inherit access rights from their customer or contract file.
Document audit trailDoxis says each workflow step is logged with reviewer and approval timing.
Retention and dispositionDoxis describes automatic retention schedules and audit-proof archiving.
Legal hold and preservationNot documented
Named email, office, identity, and business integrationsDoxis names integrations for Dynamics 365, Office 365, Workday, Salesforce, and ServiceNow.

Best Document Management Software 2026

Document version control and recoveryDoxis states every edit is saved as a new version.

Best Records Management Software for Regulated Organizations 2026

Bulk migration and exportDoxis says it can migrate millions of documents while teams keep working.

Appears in these comparisons

Consider instead

  • Laserfiche — Shares 3 shortlists; ranked above Doxis on Best Document Management Software for Financial Services 2026
  • Objective Nexus — Shares 3 shortlists
  • Contentverse — Shares 3 shortlists

Change log

  • 25 October 2026 — Checked 14 facts including Starting price, Free plan, Free trial, Price published

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