You are here: Home  »  Complete Business System  »  Features  »  Document Management
 

Document Management

 

Document management

Would you like to electronically store all your documents, and get rid of those filing cabinets once and for all?
Save time and get rid of those filing cabinets forever.

Features

  • Auto Indexing - allows documents to be scanned and indexed into the system with no user intervention required, and automatically separated based on rules.
  • Convert to PDF - convert files and stored information into a PDF file in the system.
  • Create Lists - create dynamically-driven list that are populated from a database or file during the indexing process.
  • Database Driven List - configure a list from a table, view, or stored procedure to pull data from a database.
  • Drag and Drop - easily drag and drop variables to map indexer fields to database table or stored procedure input fields. Input variables can be further masked using internal mask functions or VBScript.  The systems also offers the ability to create or update rows in the database.
  • Field Driven- manually enter in an order number and the system will pull back all the customer’s info for verification and indexing.
  • Form Recognition - quickly recognize vendor forms and be able to pull information from them. Once you learn a vendor's form you can automatically pull information from it; Account #, PO #, Order #, Customer, etc.
  • Index All - be able to scan any document and index into the system.
  • Inline splitting - allows you to scan a batch of documents instead of scanning them one at a time.
  • Key Indexer - use the key wizard to define the database look-up and the returned data will be available in the indexer.
  • Masks - use Visual Basic Script or Internal Masking to produce any result needed.
  • OCR (Optical Character Recognition) - accurately reads characters and obtains critical information about the document.
  • Online Documents - users can view, download, print, or email documents from the PDF file.
  • Publish to Folder - easily set rules and publish files to specific folders.
  • Remapping - allows you to remap any document and correct mistakes during run-time.
  • Resizing - re-size the page width and height and rotate so text and images fit.
  • Searching - use several criteria when searching for documents.
  • Split Documents - spilt a batch of scanned documents using barcode identification.
  • TypeAhead - no need to remember a customer name or number with our TypeAhead tool, just type the first 3 letters and eDocs will do the rest.
  • Verify Info - the system will automatically verifying info read from an OCR or Barcode.
  • Zones -  be able to create zones on all your documents, so when scanning documents, eDocs knows exactly where to pull information.  You can also choose to scan the entire page.