Importing Files from Third-Party Systems

Automate the importing and indexing of files, emails, and reports

importer screen capture

No matter how or where an electronic file was created, DocFinity provides a means for getting it into the system quickly, efficiently, and correctly. Every DocFinity install includes our Email Importer, Object Importer, and Index Importer. These three powerful importers allow you to:

Automate the import and indexing of emails and their attachments into DocFinity.
Automate the import of virtually any file type.
Import documents to DocFinity as batches for further indexing.
Import and index records directly into DocFinity.
Import records directly from your multi-function device or fax server.
Import records directly into a workflow process.
Easily import records from an existing document management system into DocFinity with a one-time file conversion, bringing all of your stored documents into the system.

Importers allow you to streamline your business processes while ensuring the security, accuracy, and privacy necessary to conduct everyday business. Contact us to learn how DocFinity can transform your organization and help you provide superior services for your customers, partners, and staff.

“I think right now, we've cut down the use of paper to about 50% of what it once was, and we are getting more and more documents electronically via PowerPoint, Excel, Word, which we now take those documents and put them in a file association, just like it was scanned in.”
~ Frank Santiago, Colgate-Palmolive Co.