SmartImage xPlore
Ask your archive a question.
xPlore gives every team its own view into Conserve: the right document, for the job at hand, in seconds.
See xPlore at work.
A business-purpose view, built to answer one question fast: the document you need, and everything linked to it, together.
What it does
xPlore is the exploration product of the SmartImage suite: an interface that sits within Conserve and opens it up, one business purpose at a time. Instead of a generic search screen, each team gets a view shaped to its work, so the document they need, and the documents linked to it, surface instantly and to the point.
Accounts sees invoices with their purchase orders. Legal sees contracts and tenders. A call centre sees the client’s statements. Each view built for its purpose.
Fast, targeted retrieval while a client holds on the line: response times your customers can feel.
A responsive portal available around the clock, for teams and clients across offices and time zones.
One archive, many windows
The documents live in Conserve, governed and secure. xPlore opens purpose-built windows into them, so finding a document stops being a search and becomes part of the job itself.
Define the business purpose: the document types, the links between them and the criteria that matter to this team.
Pose a specific question: a client, an account, a matter, a date range, a value, or any combination.
The document and everything linked to it surface together within milliseconds, not as a pile of search results.
Answer the client, process the invoice, progress the matter, with updates and notifications flowing from the same view.
What xPlore does
Views shaped per team: invoices linked to purchase orders for accounts processing, contracts and tenders searched across documents, a client’s statements for the call centre.
Beyond viewing: pose specific questions about the data inside documents and pull detailed insight and trends out of the archive.
Precise, refined searches by any range of criteria retrieve the specific document, not a hundred near-misses.
24/7 access from anywhere, on any device, built for organisations that operate across offices, clients and time zones.
Faster answers to document-related inquiries translate directly into better customer service and shorter response times.
Every view runs inside the system of record: Conserve’s permissions, monitoring and audit follow each document wherever it is seen.
Strongest fits: Banking and financial services · Accounts processing · Contracts and tenders · and any high-volume, client-facing document operation
A South African trusts-and-estates administrator tracks every matter through the Master of the Court process in a single xPlore view, keeping clients updated with the emails and invoices it generates along the way. The documents stay governed in Conserve; xPlore is how the team reaches them, shaped to the job.
Name the document your team hunts for most.
Start with a 15-minute walkthrough of an xPlore view on our sample archive. Then tell us the question your team answers every day, and we will shape a view that answers it in seconds.