Put your customer's experience at the center of your company's Document Management

DocPath is a global company specializing in software solutions for document management, combining experience and flexibility to transform how companies manage information, documents, contracts and how they connect with stakeholders.

With more than 30 years in the market, we serve clients in more than 20 countries, in the financial, retail and government sectors, among others.

Our commitment is to deliver adaptable solutions that optimize processes, strengthen communication and promote sustainability.

We offer complete platforms and tools that cover the entire document lifecycle, from creation to signing and archiving. Our portfolio includes:

• Communication and Customer Experience Management (CXM): Personalize interactions with omnichannel messaging.
• Contract and Document Lifecycle Management (DCLM): Automate processes, reduce errors and ensure compliance.
• Print Services: Control and optimize document printing at scale.

Our differentiators include modular technology, seamless integration with existing systems (ERPs, CRMs and others), regulatory compliance and advanced security.

In addition, we deliver proven results, such as cost reductions of up to 90% and a significant increase in user satisfaction and retention.

With operations on three continents, we offer personalized support to meet the specific demands of each market.

Our team combines technical expertise and customer service to ensure our clients' success in a dynamic and competitive business environment.

DocPath is a leader in document software, specializing in two main areas: document output management and print process management.

Our experience ranges from the design of intelligent forms to complete support for implementation and use.

Smart form design
Our specialized team develops dynamic forms with integrated logic, ensuring greater efficiency and customization.

SaaS for document generation
Leave the work to us! You only pay for the pages generated, while we take care of the whole process.

Personalized consultancy
We help your company strengthen its relationship with its customers by optimizing Customer Communications Management processes, from design and generation to the printing and distribution of essential documents.

Specialized training
Adequate training is essential for the success of any project. We offer workshops on implementing and managing the software. For more information or dates, please contact our training department: education@docpath.com.

Technical support
If you need technical help, please get in touch:

• E-mail: support@docpath.com
• Telephone during business hours:
  • +1 678 714 3400 (USA)
  • +34 91 803 5000 (Europe)
  • +55 11 3042 1203 (Brazil)

Customer Experience Management (CXM) is a business strategy aimed at creating and enhancing positive interactions at all customer touch points with a company.

The goal of Customer Experience Management (CXM) is to build long and engaged relationships with customers, based on satisfaction and loyalty.

This involves gaining a deep understanding of customer needs, expectations and behaviours, using data and insights to personalize the customer journey and optimize every interaction, from the first inquiry to after-sales support.

In the context of document software automation, Customer Experience Management (CXM) is the best strategy for ensuring efficient and frictionless processes, such as digital onboarding, e-signature and contract and document management, contributing to a smoother and more positive customer experience.

Intelligent automation, aligned with Customer Experience Management (CXM) strategies, reduces any effort on the part of the customer to continue the relationship with your company.

Document & Contract Lifecycle Management (DCLM) covers the entire lifecycle of documents and contracts, from creation and collaboration to execution, archiving and disposal.

In the context of document software automation, the main focus lies on Contract Lifecycle Management (CLM), which optimizes contract management, minimizing risks and maximizing efficiency.

Contract Lifecycle Management (CLM) automates tasks such as contract generation, review, approval, signing and monitoring of obligations, ensuring compliance and reducing costs.

Implementing Contract Lifecycle Management (CLM) in conjunction with document automation provides greater control, transparency and security throughout the contractual process, from initial negotiation to contract closure.

Intelligent automation, combined with search and analysis capabilities, makes it easier to locate relevant information and generate valuable insights for strategic decision-making.

Contract Lifecycle Management (CLM) is essential for companies looking to optimize their contractual processes and mitigate risks.

The automation provided by Contract Lifecycle Management (CLM) eliminates manual tasks, reduces errors and speeds up contracting cycles.

With Contract Lifecycle Management (CLM), companies can centrally manage all their contracts, ensuring compliance with internal policies and external regulations.

In addition, Contract Lifecycle Management (CLM) enables proactive monitoring of deadlines, obligations and renewals, avoiding financial losses and litigation.

Document management software, also known as an enterprise content management (ECM) system, organizes, stores, retrieves and controls the flow of digital documents within an organization.

It also automates tasks such as capturing, indexing, routing, approving and archiving documents, eliminating the need for manual paper processes.

Good document management software offers advanced search capabilities, version control, auditing and regulatory compliance, allowing companies to manage the entire lifecycle of their documents efficiently and securely.

DocPath, however, goes beyond the traditional functionalities of ECM software. Our platform enables the creation, personalization and multi-channel distribution of high-quality documents, integrating seamlessly with existing corporate systems.

With DocPath, companies can automate the generation of complex documents, such as invoices, statements and contracts, in a variety of formats, including PDF, HTML and AFP.

Our focus on customer experience (CXM) and technological innovation allows us to offer customized and scalable solutions, meeting the specific needs of each business and driving digital transformation.

DocPath guarantees the integrity, security and traceability of documents throughout their lifecycle, providing greater control, efficiency and compliance.

Designing document and contract templates with DocPath is an intuitive and powerful process that allows sophisticated and flexible designs to be created without the need for complex programming.

Using DocPath Template Designer, a visual and user-friendly tool, users can easily define the structure, layout and content of documents, incorporating elements such as text, images, tables, graphics and barcodes.

DocPath supports a wide variety of input and output formats, ensuring compatibility with different systems and platforms. In addition, the tool allows the creation of dynamic templates, which automatically adapt to changing data, simplifying the generation of customized documents on a large scale. DocPath offers total control over the formatting and presentation of documents, allowing companies to create templates that reflect their visual identity and meet their specific needs.

DocPath Template Designer's flexibility extends to integration with corporate systems, allowing data to be extracted directly from databases, ERPs and CRMs to populate document and contract templates.

This eliminates the need for manual data entry, reducing errors and speeding up the document generation process.

DocPath also offers advanced version control capabilities, allowing companies to manage different iterations of their templates and ensure compliance with internal policies and external regulations.

With DocPath, document and contract template design becomes an efficient, secure and scalable process, allowing companies to create professional and personalized documents quickly and easily.

DocPath offers a robust and flexible system for distributing and archiving documents, guaranteeing the safe and efficient delivery of information.

Once documents have been generated, the platform enables multi-channel distribution, whether by print, email, fax, web services or corporate repositories.

DocPath supports integration with various systems, allowing documents to be automatically forwarded to the correct destination, based on predefined business rules.

In addition, the platform offers security features such as encryption and access control, guaranteeing the confidentiality and integrity of documents throughout the distribution process. Complete traceability of each document, from its creation to final delivery, provides greater control and transparency.

Document archiving with DocPath is carried out in a secure and organized manner, making it easier to search for and retrieve information. The platform enables automatic indexing of documents based on metadata, simplifying the location of specific files.

DocPath offers different archiving options, including local repositories, enterprise content management (ECM) systems and cloud storage solutions.

Integration with digital signature systems guarantees the authenticity and legal validity of archived documents.

With DocPath, companies can manage the entire lifecycle of their documents, from creation to final archiving, efficiently, securely and in compliance with regulations.

The platform offers a complete solution for document management, optimizing processes, reducing costs and improving information governance.

DocPath uses Wallet Apps as an innovative and secure channel for distributing documents to end users, providing a modern and convenient experience.

Through integration with Wallet Apps platforms such as Apple Wallet and Google Pay, DocPath enables companies to deliver important documents such as boarding passes, event tickets, discount coupons and proof of purchase directly to customers' mobile devices.

In addition, Wallet Apps offer security features such as encryption and biometric authentication, guaranteeing the protection of information and the privacy of users.

Users can access their documents in an easy and organized way, directly on their smartphones, without having to search through emails or physical folders.

Push notifications allow companies to send reminders and important updates about documents, keeping customers informed and engaged.

Wallet Apps ' geolocation features allow companies to send personalized messages and targeted offers based on the user's location.