Altman IM Ltd | | info@altmanIM.com capture | index | organise | workflow Enterprise document &...

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

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

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

• 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 …

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

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

With DocRecord you can capture, index and

organise documents from any source

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

Use DocRecord to view documents from

any Windows, browser or mobile device

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

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

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

Retrieve DocRecord documents without leaving the original

application

DocRecord Desktop Extender – enables connection from 3rd 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

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

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 | info@altmanIM.com

DocRecord makes it easy to index & organise your documents

DigitalCoach169 High StreetManchesterM2 3VG

DigitalCoach

DigitalCoach

Accounts PayableMassive Mauve Software 2-4 Ling CourtLondonEC1V 3MA

DigitalCoachDigital Coach

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

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

Compare total value against authorisation limits

Then trigger the correct approval process

DocRecord’s OCR templates enable all relevantdata to be extracted & processed automatically

Extract & format data to create a transaction file for

accounts system import

Extract name and use it tolookup on the accounts system.

Then check & correct name, address, phone details

Multiple zones

Multi-anchor points

Dynamic indexing

Line data extraction

Advanced logic Supports data lookup & output to:• ODBC• SQL• XML• CSV

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

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 enforcementView from external apps

OCR, recognition, indexing

capture | index | organise | workflow

• Conditional processing

• Data lookup & updates

• Automate any process

Advanced workflow

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

Business applications workflow examples

Supplier invoices capture, checking and

approval

Sales order processingincluding 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

Altman IM Ltd | www.altmanIM.com | info@altmanIM.com

• Web demo

• Requirements discussion

• Free trial

• Proof of concept

Contact us …

Email: info@altmanIM.com

Web site: www.altmanIM.com or your local service provider

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