Altman IM Ltd | | [email protected] capture | index | organise | workflow Enterprise document & content management … for all types & size

Altman IM Ltd | www.altmanIM.com | [email protected]

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


• 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 …


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


Use DocRecord to view documents from

any Windows, browser or mobile device


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


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


DocRecord enforces configurable, flexible document policy

Track change activity& trigger alerts

Eliminate duplicates and enforce version control

Set how long to keep documents for


DocRecord makes it easy to index & organise your documents

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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


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


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


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


• Web demo

• Requirements discussion

• Free trial

• Proof of concept

Contact us …

Email: [email protected]

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

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Altman IM Ltd | | [email protected] capture | index | organise | workflow Enterprise document & content management … for all types & size