Transcript Prism Software Overview

capture
|
index
| organise
|
workflow
Introduction and quick overview …
Enterprise document & content management
… for all types & size of organisation
Capture, index and organise your documents
… then automate the processing
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord addresses the requirements of all
types and sizes or organisations …
• 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
Altman IM Ltd | www.altmanIM.com | [email protected]
With DocRecord you can capture, index and
organise documents from any source
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)
Email body and/or attachments
Direct connection with Prism’s ScanPath software
Altman IM Ltd | www.altmanIM.com | [email protected]
Use DocRecord to view documents from
any Windows, browser or mobile device
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord provides fast and flexible search capabilities
Search options
• free text
• words & phrases
• names
Fuzziness helps find phonetic
and spelling differences
• description
• format
• date range
• categories
• index fields
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord Desktop Extender – enables connection from
3rd party applications for easy, fast document look-up
Retrieve DocRecord
documents without
leaving the original
application
ABC Corporation
In this example, the selection of invoice
number in the accounts application,
automatically pops-up the original
document from DocRecord
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord enforces configurable, flexible document policy
Track change activity
& trigger alerts
Eliminate duplicates and
enforce version control
Set how long to keep
documents for
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord makes it easy to index & organise your documents
The index fields will
populate automatically
with the words, numbers
or dates you select
DigitalCoach
Digital
Coach
DigitalCoach
DigitalCoach
169 High Street
Manchester
M2 3VG
DocRecord’s ClickIndex feature enables
fast indexing of ad-hoc
individual documents
Accounts Payable
Massive Mauve Software
2-4 Ling Court
London
EC1V 3MA
DigitalCoach
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord’s OCR templates enable all relevant
data to be extracted & processed automatically
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
Extract & format data to
create a transaction file for
accounts system import
Line data extraction
Advanced logic
Supports data lookup & output to:
• ODBC
• SQL
• XML
• CSV
Compare total value
against authorisation limits
Then trigger the correct
approval process
Altman IM Ltd | www.altmanIM.com | [email protected]
DocRecord summary
capture
|
Input
index
| organise
|
workflow
Output
OCR, recognition, indexing
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User interface
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Search & query
free text, words & phrases
names / description
format
date range
categories / index fields
View from external apps
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Advanced workflow
Conditional processing
Data lookup & updates
Automate any process
Policy enforcement
Version control
Duplicates
Retention periods
Naming conventions
Security and audit
Altman IM Ltd | www.altmanIM.com | [email protected]
Business applications workflow examples
DocRecord’s advanced
workflow option enables
Supplier invoices
automation of virtually
capture, checking and
approval
Sales order processing
including delivery note
matching through to
invoice generation
any document process
HR management
Inbound correspondence
and internal document
distribution
process enforcement for
new starters, leavers,
holiday requests and
expenses
What do you need to automate ?
Altman IM Ltd | www.altmanIM.com | [email protected]
Contact us …
•
Web demo
•
Requirements discussion
•
Free trial
•
Proof of concept
Email: [email protected]
Web site: www.altmanIM.com
or your local service provider
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Altman IM Ltd | www.altmanIM.com | [email protected]