Stop manually organizing files. Doquify automatically routes documents to the right SharePoint folders — instantly and accurately.
INV-2024-0892 from QuickBooks
Case #45231 - Client Update
Q-7834 for Acme Corporation
MSA-2024-156 via DocuSign
Watch how Doquify automatically organizes your documents
REF: BK-2024-0142
Customer
Acme Corporation
Date
January 15, 2024
SharePoint
Waiting for files...
Everything you need to automate your document management workflow
Documents are filed within seconds of creation. No delays, no manual intervention.
Automatic detection of custom identifiers based off of existing data stores.
Connect with popular apps like QuickBooks, Xero, Salesforce, Outlook — or your own custom applications.
Built on Microsoft Graph API — your documents never leave your Microsoft 365 tenant. Full data sovereignty guaranteed.
Define filing rules based on any document attribute, metadata, or content.
Complete visibility into every filing action with detailed compliance logs.
Real-world automation scenarios that save hours every week
Automatically capture invoices and quotes from accounting software and file them by client, date, or project.
Integrates with:
Example:
Invoice INV-2024-0892 → /Finance/Invoices/ClientName/2024/Route emails containing case numbers or client references to their SharePoint folders automatically.
Integrates with:
Example:
Email with Case #45231 → /Legal/Cases/45231/Correspondence/When contracts are signed digitally, automatically file them under the correct client and project folders.
Integrates with:
Example:
Signed Contract → /Clients/AcmeCorp/Contracts/2024/Keep all sales documents and client communications organized by syncing from your CRM.
Integrates with:
Example:
Proposal for Deal #8821 → /Sales/Opportunities/8821/Built different — because one-size-fits-all never fits anyone well
We build exactly what you need — nothing more. No unused features slowing things down or cluttering your workflow. The result? Lightning-fast performance tailored to your requirements.
Unlike competitors requesting full tenant access, we only ask for the specific permissions needed. Your data stays protected with principle of least privilege security.
Custom solutions mean custom pricing. You're not subsidising features you'll never touch. Every pound goes toward functionality that actually serves your business.
No ticket queues or chatbots. You get direct access to the people who built your solution. Questions answered quickly, changes implemented promptly.
Your filing rules evolve with your business. Need a new document type? A different folder structure? Changes are straightforward, not a migration project.
No wrestling with complex setup wizards or confusing dashboards. We handle all the technical configuration — you just tell us what you need and we build it.
Built for teams who value simplicity
Every organization is different. Tell us about your document management challenges and we'll design a solution that fits.
We'll learn about your workflow and understand your specific challenges.
Every implementation is tailored to your document types, systems, and folder structures.
Tell us what time and cost savings matter most to your team.