CAPTURE

There are many points of entry to getting your documents, audio and video files, photos, and other content into DocFinity for immediate organizational access. From basic scanning and uploading to automating the process with importers, intelligent capture and integrations, we have a way to get your information into DocFinity quickly and easily.

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Basic Capture Methods

Scanning

 

DocFinity converts paper documents to digital files as single or multi page images, simplex or duplex, color or black and white. This basic functionality has a significant effect on organizations —easing file handling, saving space, improving accessibility, and speeding up processes.

Importers

 

DocFinity offers object, index, and email importers.  These importers can be configured to watch a folder or email address for incoming documents and automate the import of virtually any file type directly into the system or a workflow process — even from other document management systems. These are included with DocFinity's core functionality.

Office Integration

 

DocFinity Intelligent Capture

DocFinity Intelligent Capture

By adding DocFinity Intelligent Capture, powered by IRISXtract for Documents, to your DocFinity solution, you’ll not only eliminate manual indexing and the chance for human error; you’ll take your processes to a new level. As you’re tasked with accomplishing more with fewer resources, this technology frees up your human capital for meaningful work so you can increase turnaround time, enhance customer services, and ensure accuracy of the information on which you rely for decision making.

WHERE YOU'LL FIND INTELLIGENT CAPTURE MOST USEFUL

Enhance and automate processes that improve turnaround and accuracy rates. Use DocFinity Intelligent Capture technology to address the storing and processing of:

•  Invoices

•  HR Forms

•  Legal Documents

•  Admissions Forms

•  Applications

•  Higher-Ed Transcripts

•  Insurance Applications & Claims

•  Healthcare Payments

•  Customer Orders

•  Incoming Mail

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How DocFinity Intelligent Capture Works

Incoming documents such as invoices, forms, and remittance statements are imaged or imported upon receipt.

 

DocFinity Intelligent Capture auto-classifies the document—or a large group of documents scanned without presorting—and extracts data buried within the document to autopopulate indexing fields associated with the document type.

 

Data matching criteria in DocFinity can trigger various workflows and business processes and the pushing of appropriate data to be fed to other systems—all without manual intervention.

 

Integrating seamlessly with all DocFinity modules, records management initiatives are upheld by automatically applying retention rules according to document type—eliminating  the need to declare documents as records.

 

Once ingested into DocFinity, the document and accurate metadata is available immediately to your employees and departments.

DocFinity Intelligent Capture Screen Shot

Contact Us.  We'll show you more.

 

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

 

Ph: 814.238.0038

Toll Free: 800.678.3241

ECM, BPM/Workflow, Records Management & Capture

DocFinity Intelligent Capture Screen Shot

Capture information  anytime, anywhere

Bring your content together in one place and improve discoverability.

ECM solutions

DocFinity Intelligent Capture

•  Invoices

•  HR Forms

•  Legal Documents

•  Admissions Forms

•  Applications

•  Higher-Ed Transcripts

•  Insurance Applications & Claims

•  Healthcare Payments

•  Customer Orders

•  Incoming Mail

How DocFinity Intelligent Capture Works
DocFinity Intelligent Capture Screen Shot

Incoming documents such as invoices, forms, and remittance statements are imaged or imported upon receipt.

 

 

 

DocFinity Intelligent Capture auto-classifies the document—or a large group of documents scanned without presorting—and extracts data buried within the document to autopopulate indexing fields associated with the document type.

 

 

 

Data matching criteria in DocFinity can trigger various workflows and business processes and the pushing of appropriate data to be fed to other systems—all without manual intervention.

 

 

 

Integrating seamlessly with all DocFinity modules, records management initiatives are upheld by automatically applying retention rules according to document type—eliminating  the need to declare documents as records.

 

 

 

Once ingested into DocFinity, the document and accurate metadata is available immediately to your employees and departments.

DocFinity logo

100 Oakwood Avenue

Suite 700

State College, PA 16803

Ph: 814.238.0038

Toll Free: 800.678.3241