SaaS-based document management system for people to upload, tag and retrieve their scanned or captured paper documents easily.
8 mins read · Updated on 2 May 2025
| Feature | dox2U | Google Drive |
|---|---|---|
| Document Processing | Advanced OCR/ICR for text extraction | Basic text search |
| Organization Tools | Smart Cabinet & Deep Search | Only folder-based organization |
| Integration with Business Tools | Tally & ERP systems | Within Google Workspace |
| Security and Compliance | Granular access controls & audit logs | Basic sharing permissions |
Time spent searching for information written in paper documents
Paper documents get lost, on an average
CA, Advocates and Doctors
Customs, Real-Estate and Education
Project Started
Beta Release
Done in 2020
I helped define user flows and requirements early on. This gave me a deep understanding of how to build a product that works as a complete, connected system.
We used quick, low-fidelity wireframes to explore ideas and test them early. It helped us move fast and improve based on feedback before going into final design.
I often looked for scenarios and edge cases others might miss. With my technical background, I could discuss backend and frontend challenges with developers and propose practical solutions.
To keep development smooth, I created clear and detailed design documents. These helped the dev and QA teams understand both the big picture and small details.
Users can upload files one by one or in bulk. The system shows how much storage is left and what file types are allowed — in real time — for a smooth user experience.
We noticed that the person uploading a document isn’t always the one managing it later. So, we added options to assign a document owner and a verifier during upload.
To make things simpler, the system automatically detects the language of the document using OCR & ICR — no need to set it manually.
Admins can set limits on file size and the number of files allowed per upload through Document Settings.
After upload, every document needs to be checked to make sure it’s easy to find later. This step ensures reliable search results.
Each user sees a list of documents assigned to them for review. While verifying, they can add tags to the document before it's saved.
We tested different layouts for the verification screen — from top toolbars to side menus. We chose a side menu layout so the document stays in focus while other options sit neatly on the side.
A thumbnail viewer (like Adobe Acrobat) helps users jump between pages in multi-page documents, making the review process smoother.
Everyone adds tags differently, which makes it hard for others to find documents later.
We added a feature that lets users create reusable tag templates. These templates help standardize how documents are tagged across the workspace.
Instead of typing tags manually each time for each document, users just fill out a simple form — saving time and reducing confusion.
Users can securely share files with customizable access and edit permissions. It also supports guest sharing with options like OTP protection and restricted downloads.
