Build with dox2U: Document Workflows for Your Product
Add enterprise-grade document management to your ERP or CRM — without building it yourself.
dox2U gives you a white-labeled, API-first platform that handles secure uploads, tagging, search, sharing, access control, and audit trails — fully embeddable in your product.
Let's discuss architecture, use cases, and how fast you can go live.
You don't have to build document management. We already did.
Instead of spending months building from scratch, plug in dox2U — a white-labeled, API-first DMS trusted by fast-growing platforms and solution partners.
| The Challenges | The dox2U Solution |
|---|---|
Building a DMS is complex, time-consuming, and full of edge cases | Launch document workflows in weeks, not quarters — with all core use cases covered |
Users expect secure upload, tagging, sharing, and tracking | dox2U gives you ready APIs for upload, view, tag, share, and audit |
Document workflows drive retention — but take time to build | Add sticky, monetizable features without distracting your dev team |
Compliance needs are growing | Built-in access controls, audit logs, and secure share links |
File sharing outside the platform breaks the user experience | Embed dox2U and give your users a native, secure document layer |
Want to see how DMS capabilities would fit into your product?
Schedule a CallA complete document layer for your product — ready to embed, extend, and brand.
From secure upload and tagging to full-text search and workspace control, dox2U gives you a complete, white-labeled document infrastructure — accessible via API or embeddable widgets.
Embed Upload, Viewer & Tagging
- Add upload buttons, preview panels, and tag selectors directly inside your UI
- Keep users inside your platform while managing documents behind the scenes
- Responsive, secure, and ready to deploy
Control Access & Track Activity
- Apply role-based permissions and visibility rules
- View full access logs — uploads, views, shares, downloads
- Compliant with audit and security standards
Tag, Organize & Search Deep
- Auto-tag files with metadata on upload
- Organize documents into Dockets or Cabinets per customer/project/process
- Deep Search across OCR content, tags, and custom fields
API-First Architecture
- Clean REST endpoints for upload, fetch, tag, share, log, and more
- Full documentation and developer support
- Multi-tenant provisioning APIs to manage customer workspaces
White-Label Ready
- Your logo, your brand
- Embeddable experience
- Custom domain support coming soon
Ready to walk through the integration flow?
Built for the way your platform — and your business model — works.
Whether you're embedding into your own SaaS product or implementing solutions for clients, dox2U offers the flexibility and control you need.
For ISVs and Product-Led SaaS Teams
"We needed a way to add secure document workflows to our ERP without derailing the roadmap."
- Embed upload/view/search directly inside your modules
- Retain ownership of the experience — white-labeled and seamless
- Drive stickiness and monetization via document-linked workflows
For System Integrators (Branded & Open-Source)
"Clients using Odoo, Tally, or NetSuite expect document control — now we can deliver it without custom builds."
- Offer a turnkey document management solution for client projects
- Create, manage, and support multiple workspaces from one panel
- Integrate with both branded solutions and open-source stacks
For Partner-Led Platforms
"We onboard dozens of SMEs with each having their own document environment, managed from a single console."
- Automate provisioning of client workspaces
- Offer tiered plans or DMS-enabled upgrades
- Scale support without expanding dev time
Want to see how DMS capabilities would fit into your product?
Get StartedSecure by design. Scalable by default. Built for integration.
Your customers trust you with their data. We help you deliver that trust — through a cloud-first, API-powered document platform.
RESTful API Layer
- Modern, well-documented endpoints
- Upload, tag, fetch, search, log, share, and more
- Easy to test and sandbox for development
Multi-Tenant Workspace Management
- Provision and manage separate client environments
- Role-level access and group visibility per workspace
- Ideal for SaaS partners or managed service models
Secure Storage & Encryption
- AES 256-bit encrypted at rest and in transit
- OTP-protected and time-limited external sharing
- Access logs for full traceability
Access Control & Compliance
- Workspace-level permissions
- File-level activity logs (view, share, download)
- Support for compliance-heavy industries (e.g., finance, pharma)
Cloud-Native Infrastructure
- Auto-scalable and resilient cloud backend
- Global availability and performance
- Private infrastructure setup available for enterprise customers
Questions from teams like yours — answered clearly.
Let's make document management your product's advantage.
Whether you're embedding into your ERP, launching a new SaaS module, or enabling partners — dox2U helps you go live faster, with features your users already expect.
We'll walk you through what's possible, help map out the integration, and answer any technical, commercial, or partner-related questions you might have.