Multiple capture mechanisms
- Scan using your current scanners
- Email documents directly into system
- “Print” from an open document to Docassist
- Upload from Docassist
Index and Search
Indexing creates metadata and structured data for each document
- Creates metadata useful for searches
- Utilizes drop-down menus of attributes from integrated business applications
- Enter key data while looking at document in the Embedded Viewer
- Keywords, attributes, workflow status, or tags to search indexed text
- See related documents together
Automated Data Entry (OCR)
Key attributes are entered automatically using OCR technology. Eliminate manual data entry, saving time and money.
Rules-based workflows to manage and control approval process:
- Send documents to a folder to trigger workflow based on rules related to Document Type, Values, Origin etc.
- Automatically send email notifications at each level from arrival of documents to approvals/rejections
- Process improvement and monitoring through Business Intelligence dashboard
- Audit trail of all actions taken
Synchronize data to eliminate manual and dual data entry and extend the power of Sugar and other business applications. Have documents available to help make business decisions. View audit trail and approval history with document rather than just a static PDF attachment.
Save time getting approvals
Rules-based workflows ensure that every document is automatically routed for the appropriate approvals. Documents are easily tracked and reminders automatically sent out saving the sales team valuable time on administrative tasks.
Easily find documents
Never lose a contract or updated version again! Cloud accessibility, version control, robust search capabilities, automatic indexing, and centralization of all documents means you save valuable time spent searching and can use it instead to focus more on selling!
Eliminate manual data entry
The last thing you want to do during the sales process is spend time tagging documents so that you can find them later. Let our OCR technology automatically enter in data for you so you aren't wasting time keying data into fields and tagging documents when you could be taking care of other tasks!