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Save time and money by automating your document indexing using Hyland's Onbase enterprise content management solution!
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Wednesday, April 12, 2023 Confidential
Automated Indexing
Maximizing the Value of
What is Indexing?
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+ =
What is Indexing?
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+ =+ Indexing
What is Manual Indexing?
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What is Automated Indexing?
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Where can Automated Indexing be Used?
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MARKETING
Leads & prospects
Customer info
Competitive data
Surveys
CUST. SERVICE
Correspondence
New account setup
Service requests
Warranties
HR
Application forms
Resumes/CVs
Benefits forms
Healthcare forms
SALES
Order Entry
Contracts
Lead tracking
Forecasting
Proposals
FINANCIALS
Invoices
Order processing
Cash receipts
Proof of delivery
Expense accounts
CORPORATE
Correspondence
Litigation
Contracts
Why use Automated Indexing?
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Benefits
Reduces the time and cost of manual indexing
Reduces indexing bottleneck
Faster transaction completion
Improves Data Accuracy
How does it work?
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Automated Indexing can Handle:
Machine print OCR
Check box (OMR)
Signature detection
Point and shoot indexing
ICR (Handwriting)
Automated Indexing is…
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OnBase Client
Simple OCR Solution
Simple to configure
Simple to use
Automated Indexing is best for…
Structured Documents Applications, Printed Forms
Quicker order processing Reduce cost per order
HR Printed Forms
Surveys & Questionnaires
AP Processing (?) Invoices (?) Packing slips (?)
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Features of Automated Indexing
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Document classification Select Document Type
Indexing Keyword value assignment
Auto-Fill Keyword Sets
Keyword Data Sets
MIKG – table data
Point and shoot indexing
DOCUMENT CLASSIFICATIONHow it really works…
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What is Document Classification?
How can we tell one Document from Another?
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Identify Document Type
Document Topology
Identification Zones
Prioritize, most common forms at top for
Faster processing.
Automated Indexing can Searchfor Multiple Document Types
ZONAL (TEMPLATE) OCRHow it really works…
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It’s all about the Grid
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X
y
Form Setup – Page Registration
Form Setup – Registration Zone
Form Setup – Keyword Zone
BATCH PROCESSING How it really works…
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= Purchase
Order
Form Identification
Form Identification
= Packing Slip
Form Identification
= INVOICE
OCR Zones
Automated Indexing – Verify
Validation for suspect values & unidentified
documents
Suspect keywords in RED
Tab to keyword zooms in on zone
POINT & SHOOT INDEXINGHow it really works…
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Point and Shoot Indexing
LIVE DEMO!How it really works…
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Automated Indexing Features
Configure forms
Batch process in Scan Queue
Right-click processing
Point and shoot indexing
Batch
License
Ad-hoc
License
Benefits – Faster Processing
Process Forms
Customer Service
AP-Early payment discounts
New orders
Applications
ROI
ROI – Resource Savings
Manual indexing resource savings
User hours/day
ROI often received in less than a year.
Increase throughput, or re-task resources!
ROI
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