Document workflow and management solution for your business

Document Imaging and Workflow Made Easy

imagize offers a perfectly balanced cloud document imaging and retrieval system that is more than a folder file system but not as complex as an enterprise approach. We offer modules, features, and service plans that can be customized for your types of files and needs. Our indexing template and document workflow options set our solution apart and allow users to retrieve their files with a simple search. The imagize solution will allow you to gain efficiency, increase staff productivity, and provide a secure and compliant disaster recovery plan for all types of business records.

Service Plan Selections

1. Document Imaging: Simple document management and retrieval
2. Document Workflow: Document assignment, stage and status
3. Data Exchange: Data inbound and outbound sends to core business systems

imagize Service Plans provide versatility while allowing you to choose the plan option that best suits your specific business need. Records stored through any of our Service Plans reside on our secure cloud document imaging platform and include the latest network infrastructure technology and security and compliance measures while delivering 99.9% up time reliability.

Read more about the imagize Service Plans.

cloud document imaging - imagize service plans
cloud document imaging - imagize modules

imagize Retrieval Modules

imagize Modules have been designed for the most common areas and record systems within any large, mid-sized, or small business. imagize Modules include a pre-configured index and retrieval template specific for your type of records, making it easy to organize and retrieve your documents.

Read more about the imagize Modules.


imagize Features

Our standard features are included in each imagize module and allow you to scan, edit and tag specific documents for further review. Our imagize document viewer offers popular document imaging mark-up features for highlighting, additional text boxes and electronic post-it-note features for user communication while working on active documents.

Some of our Standard Features  :

  • Secure, digital outbound fax
  • Record editing with multi-user access
  • Quality assurance (“QA”) tags for every record
  • Hard copy storage reference
  • Document imaging mark-ups
  • Scan, index, and upload application
  • User administrator account

We also offer optional features, which can be added based on needs for added functionality, workflow, and automation.

Read more about imagize Features.


cloud document imaging - imagize features

Let us help you determine the best set of options for your imagize solution!

Contact us today with your questions or to schedule a free demo!


What our clients are saying
“Our imagize files are secure and accessible online from anywhere at anytime making our office more efficient, and providing prompt and reliable service to our customers.”
– P Bernauer at Bernauer Insurance Agency

Bring order to your important business files

Simplified Document Management

Finding documents is faster than ever with imagize. Our search templates provide ultra-fast access to the exact documents you are looking for. We rescue paper documents and PDFs buried within endless folders on shared drives, email, Dropbox, Google Drive and OneDrive.

Workflow, Automation, Integration

imagize easily wraps workflow and automation around documents. Ensure documents are processed, timelines are met and nothing is overlooked. Integrate with your other systems to keep data flowing.

Document Scanning and Conversion Options

Do you have a few hundred, thousands, or even millions of documents residing in paper? We have a full range of options in our arsenal to help you out with equipment, software and conversion service options.