Document Management Services

Cleardata offers a one stop shop for businesses to make the transition from paperwork to paperless documentation management. Our electronic document management services include a document management system, outsourcing, project management, system design, implementation, support, training and a whole range of business process services to help you on your journey to the paperless office.

Our knowledgeable and qualified consultants can help:

  • Examine your existing paper processes in your business
  • Identify cost savings, by providing ideas and solutions to automate and digitise your processes using the latest electronic document management (including cloud solutions), intelligent data capture, workflow and purchase to pay solutions.
  • Support you in building a design specification that meets your exact business requirements.
  • Provide a seamless transition to your paperless office through project management and support.
  • Offer additional managed services to support your business with data capture, document scanning, archive storage, mail room operations such as claims or invoice processing.

Cloud Document Management System

Watch our cloud document management video to find out how to streamline your manual paper processes and improve your records management. Find information quickly and easily from any location using a web browser.

Cleardox EDM

Cleardata’s cloud-based online document management system is called Cleardox EDM. It enables you to easily access digital files from any location. Documents can be uploaded to the system from your desktop, using a drag a drop tool.

The system also features a smart indexing tool, enabling departments or users to set categories and indexing for specific document types, providing consistent and compliant documentation management and indexing for every single record added to the system.

Strict access controls mean you can restrict access to those users or job roles who need to view or edit a file. The system provides a secure audit trail which means that all user activity can be easily tracked, while version control makes sure that people are always working on the most recent version of a document. Advanced search functionality allows users to find information quickly and easily, via keyword or wildcard search.

Records Management

Document Management ServicesOur consultants will be happy to capture and analyse your existing paper processes to come up with digital ideas and opportunities to reduce costs and save time.  Our team are Prince2 registered practitioners, enabling efficient records management for your document management journey.

Managed scanning, data capture, mail room operations and archive storage

Cleardata provides a range of outsourced digitisation and paperless services at the heart of it’s business. We operate a first class document scanning bureau, with a mail room operation processing thousands of incoming documents such as claims and invoices on a daily basis. Working with ReadSoft capture software we can intelligently extract information from any type of documents and provide an automated workflow to reduce manual processing and increase data accuracy for your business.


Accredited to ISO27001 for Information Security and ISO9001, our business has thoroughly integrated quality management and security. Premises are protected by enhanced fire detection and security systems, and staff are security cleared to the highest levels.  Our on-site secure archive storage premises are trusted by the NHS, public sector and many financial and pharmaceutical clients.  We aim to tick all the boxes from a compliance point of view and will be happy to review your requirements.

For further details about our electronic document management solutions call 0800 046 8081 today or use our instant quote tool online now!Quick Quote