Audience
Insurance, workers' compensation, legal, accounting and AP, HR, financial services and credit union teams that manage high volumes of typed documents
About DocuPro
DocuPro is a cloud-hosted document management system for organizations that capture, classify, secure and route high volumes of business records. It imports documents from scanners, bulk uploads, email, Microsoft Outlook and a virtual print driver, then organizes them using configurable document types and index fields. Folder permissions and index-based security rules control access. Workflow stages, queues, tasks, routing and notifications support review and approval processes. Users can view documents, apply annotations, stamps and signatures, and track version history. Parallel bulk-import jobs support repository migrations and identify uploads that need to be retried. DocuPro is designed for insurance and workers’ compensation, legal, accounting and accounts payable, human resources, financial services, and credit union teams. The cloud service is managed by the vendor and supports Microsoft Entra ID single sign-on.