Integrate SaaSonic
with PrismX

How to integrate?

Integrating PrismX with our platform centralises your document management. Follow these steps to connect the two systems quickly and securely:

Create a workspace: Set up your PrismX organisation account and define your folder hierarchy and document categories to match your business structure.
Set document categories: Configure document types, metadata fields, and retention policies so that files are automatically classified when they enter the system.
Connect document storage: Link PrismX to your existing cloud storage or on-premise repositories so that all documents are indexed and searchable from one place.
Configure access controls: Define role-based permissions to ensure that users can only view, edit, or share documents that are relevant to their role and department.
Automate document flows: Create approval workflows, e-signature triggers, and automated archiving rules so that documents move through their lifecycle without manual handling.

Here are some key details about PrismX

PrismX delivers enterprise-grade document management without the complexity. Its unified workspace brings together capture, storage, search, and collaboration tools so that teams can find the right document in seconds and act on it immediately, regardless of where it was originally created.

Advanced version control and audit trails give compliance teams the confidence they need, while integrations with popular productivity suites mean that users never have to leave their preferred applications to access or update documents.

Collaborate effortlessly with PrismX

Bringing PrismX into your workflow eliminates document silos and gives every team member instant access to the files they need, when they need them.

Our joint integration ensures that documents created in any connected application are automatically captured, classified, and made available across the organisation, supporting faster decision-making and reducing compliance risk.