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Electronic Document Management Integration: Making the Most of Your Investments

We have all heard the adage “the whole is greater than the sum of its parts”. Nowhere is this truer than when you leverage the value of your existing technology investments with integration. Line-of-business software and applications that have been created internally for your organization each have a purpose, and meet a specific need. While they each may be ideal for their primary intended use, the applications tend to store a tremendous amount of data that is either duplicated within multiple systems or has to be hunted down by staff. Integration strengthens the performance capabilities of existing software by connecting standalone business applications. With DocFinity®, you can create end-to-end content management solutions that connect multiple technologies for greater efficiency.

Document management allows organization to integrate document imaging with customer communications management software (CCM), ERP systems, line-of-business applications, CRM software, legacy systems, and more. Each of the products in the DocFinity suite integrates with third-party applications to help you achieve more with the applications you already own. DocFinity offers several options for integrating documents and business processes:

  • Web services integration via the DocFinity API, included within the DocFinity Core imaging module;
  • Custom coding through our skilled professional services team for integrations that fulfill needs specific to your business;
  • Workflow integration that enables business process-related requests to be launched or called within other applications; and
  • Easy, fast integration with DocFinity Connect, an add-on module that enables users to link and hook into applications such as Windows forms by simple configuration and to scrape data from DocFinity applications for PowerIndexing (automatic indexing), and more.

DocFinity integrates with other capture solutions, email applications, fax software, telecommunications systems, and other technologies to optimize communication and access to information. Organizations can integrate electronic forms with digital processing and electronic retrieval, and integrate electronic signatures with digital processing. For those who require the behind-the-scenes integration capabilities of DocFinity Web services, the DocFinity API can ‘speak’ to—and be called by—virtually every known development language. This simplifies processes for end users. The DocFinity API is automatically kept up-to-date as new functionality is added.

In addition to these options, DocFinity has numerous technology partners that offer products such as optical mark recognition, high-end forms processing, application processing, and other capabilities that integrate easily with the software.

Feeling isolated, with your information just out of reach? We can help you put the pieces together and connect you to all of your information. Expect more from what you have. We’ll make sure you get it. For more information regarding DocFinity integration capabilities, please contact us.

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"DocFinity has open architecture for easy integration."

~ Diane Schaap - Truliant Federal Credit Union

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