What is IDX?

Learn More about DOMA DX's IDX Functionality

June 22, 2021

DOMA is completing the rollout of DX 8.0 in the next few weeks. This week we’d like to explore one of the new features available for our DX 8.o customers – IDX. DOMA’s Information Data Exchange (IDX), formerly known as Vault, was previously only available on a few select sites. This feature has been expanded and is now available to all DX customers. IDX allows DOMA DX users to send temporary, passcode-accessed portals so that non-users can upload documents and fill out document metadata. 


These simple, passcode-protected portals can be customized to allow users to append or prepend documents, upload new documents or fill out form fields. You can easily set access expiration parameters to ensure that non-users can only upload within the timeframe you set. The ability to quickly adjust the view and edit permissions further ensures the integrity and security of your documents. 

The simplified IDX portal allows non-users to review the documents you select and add metadata or append/prepend documents. 

IDX metadata

The IDX upload feature supports documents of a wide range of file types up to 500Mb in size. 

Use Cases:

IDX is a great way to work collaboratively with people outside of your organization. This solution may be especially helpful for collecting evidence for legal cases, updating patient records, or registering students at the beginning of the school year. The ability to collaborate through a secure portal allows you to expedite many processes by allowing you to skip manually uploading documents or transcribing information. 


DOMA DX 8.0 is packed with new features, including IDX. These unique features are designed to work together to make your daily data and document workflow simple. To learn more about the features, check out DOMA’s DX features page. 

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How can DOMA help?

Would you like to see a demo of IDX or learn more about the DX 8.0 rollout? You can join us for an informative webinar hosted by Cristina Burmeister. 

Get to Know DX 8.0 | Webinar

Thursday | July 15th | 11:00am EST

About DOMA- Powered by Tech, Driven by People

DOMA Technologies (DOMA) was founded in 2000 as a Cloud-based document management company. Today DOMA delivers comprehensive solutions using the latest tools to help you collaborate with enterprise data. DOMA captures and transforms information through digital solutions using hyper-automation. Our data and document solutions pair traditional practices like scanning with advanced cloud technology to extract, convert, and visualize the data trapped in your documents. 

These services, along with the DOMA Experience (DX) software platform are designed to help support your organization’s Digital Transformation journey. With a considerable portfolio of governmenthealthcareeducation, and commercial business customers DOMA has the experience and infrastructure to deploy integrated solutions that address your business challenges with innovation. Contact DOMA to digitize your workflow; DOMA makes complex operations simple across a wide range of industries.

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Danielle Wethington
Director of Communications


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