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Altman IM Ltd | | capture | index | organise | workflow Enterprise document & content management … for all types & size.

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Presentation on theme: "Altman IM Ltd | | capture | index | organise | workflow Enterprise document & content management … for all types & size."— Presentation transcript:

1 Altman IM Ltd | | capture | index | organise | workflow Enterprise document & content management … for all types & size of organisation Introduction and quick overview … Capture, index and organise your documents … then automate the processing

2 Altman IM Ltd | | Secure access of documents with easy search capability Automatic recognition & filing of electronic documents Replace paper filing system - eliminating filing cabinets Eliminate off-site document storage Replace “ad hoc” inconsistent electronic filing DocRecord addresses the requirements of all types and sizes or organisations …

3 Altman IM Ltd | | Drag & drop from Windows desktop or browse to file Network scanner or multi-function device Network folder Microsoft Office plug-ins (Word, Excel, PowerPoint, Outlook) body and/or attachments Direct connection with Prism’s ScanPath software With DocRecord you can capture, index and organise documents from any source

4 Altman IM Ltd | | Use DocRecord to view documents from any Windows, browser or mobile device

5 Altman IM Ltd | | Search options free text words & phrases names description format date range categories index fields Search options free text words & phrases names description format date range categories index fields DocRecord provides fast and flexible search capabilities Fuzziness helps find phonetic and spelling differences

6 Altman IM Ltd | | Retrieve DocRecord documents without leaving the original application DocRecord Desktop Extender – enables connection from 3 rd party applications for easy, fast document look-up ABC Corporation In this example, the selection of invoice number in the accounts application, automatically pops-up the original document from DocRecord

7 Altman IM Ltd | | DocRecord enforces configurable, flexible document policy Track change activity & trigger alerts Eliminate duplicates and enforce version control Set how long to keep documents for

8 Altman IM Ltd | | DocRecord makes it easy to index & organise your documents DigitalCoach 169 High Street Manchester M2 3VG DigitalCoach Accounts Payable Massive Mauve Software 2-4 Ling Court London EC1V 3MA DigitalCoach DocRecord’s Click- Index feature enables fast indexing of ad-hoc individual documents The index fields will populate automatically with the words, numbers or dates you select

9 Altman IM Ltd | | Compare total value against authorisation limits Then trigger the correct approval process DocRecord’s OCR templates enable all relevant data to be extracted & processed automatically Extract & format data to create a transaction file for accounts system import Extract name and use it to lookup on the accounts system. Then check & correct name, address, phone details Multiple zones Multi-anchor points Dynamic indexing Line data extraction Advanced logic Multiple zones Multi-anchor points Dynamic indexing Line data extraction Advanced logic Supports data lookup & output to: ODBC SQL XML CSV

10 Altman IM Ltd | | DocRecord summary Input Output User interface free text, words & phrases names / description format date range categories / index fields Search & query Version control Duplicates Retention periods Naming conventions Security and audit Policy enforcement View from external apps OCR, recognition, indexing capture | index | organise | workflow Conditional processing Data lookup & updates Automate any process Advanced workflow

11 Altman IM Ltd | | Business applications workflow examples Supplier invoices capture, checking and approval Sales order processing including delivery note matching through to invoice generation Sales order processing including delivery note matching through to invoice generation Inbound correspondence and internal document distribution HR management process enforcement for new starters, leavers, holiday requests and expenses What do you need to automate ? DocRecord’s advanced workflow option enables automation of virtually any document process

12 Altman IM Ltd | | Web demo Requirements discussion Free trial Proof of concept Contact us … Web site: or your local service provider Click to replay Auto-replay in 30 seconds ESC to exit presentation Replay starting


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