automatic file naming and routing for scanned documents and existing files

14
of scanned or network files Copyright ©2014

Post on 20-Oct-2014

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Understand how scanned documents and existing files can be automatically named and routed with intelligent data capture software. Learn how OCR-mined text, barcodes and system data can be used to name and route the files with no user intervention. And see how new cloud technology can be combined with email to seamlessly name and process your files.

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Page 1: Automatic file naming and routing for scanned documents and existing files

of scanned or network files Copyright ©2014

Page 2: Automatic file naming and routing for scanned documents and existing files

Intelligent data capture software provides automated file naming and routing.

Page 3: Automatic file naming and routing for scanned documents and existing files

of the files, folders and subfolders can be based on barcode information, OCR-mined text or system data

Page 4: Automatic file naming and routing for scanned documents and existing files

we mean placing the processed file in a folder or subfolder. The folder/subfolder may be existing or created by the capture software.

by

Page 5: Automatic file naming and routing for scanned documents and existing files

and

with barcodes using ImageRamp

Page 6: Automatic file naming and routing for scanned documents and existing files

and

with OCR-mined text and barcodes using ImageRamp

Folder: 16789

File: 00034

OCR-Mined Text

Barcode Data

Page 7: Automatic file naming and routing for scanned documents and existing files

ImageRamp uses Profiles (templates) that let you set the name and routing and reuse your settings.

Page 8: Automatic file naming and routing for scanned documents and existing files

Traditionally the files are from scanned documents, but they could be existing files or captured from PDF

print streams.

PDF Print Stream

Page 9: Automatic file naming and routing for scanned documents and existing files

Automatic file naming and routing* can be done in the

with DocuFiCloud Services.

User DocuFiCloud Services

*routing is only possible in installations where files are directed to

a repository such as Dropbox.

Page 10: Automatic file naming and routing for scanned documents and existing files

DocuFiCloud Services uses email with natural language instructions to process documents

Learn More at Docs in the Clouds

Subscriber DocuFiCloud Services

Email with natural language instructions and document

attachment or document references to cloud repositories

such as Google Drive™ or Dropbox™.

.

Email with processed documents attached or referenced

to a cloud repository. *Page count or monthly subscriptions.

Confirmation email with interpreted instructions and subscription* status returned.

Page 11: Automatic file naming and routing for scanned documents and existing files

And did we mention?

Barcode data and OCR-mined text can also be

used to , and files.

Invoice 123 Customer ABC

Invoice 456 Customer DEF

Invoice 789 Customer GHI

Page 12: Automatic file naming and routing for scanned documents and existing files

Bottom Line:

Automatic naming and routing with ImageRamp can save time and money by lowering your operator intervention through intelligent data capture.

Page 14: Automatic file naming and routing for scanned documents and existing files

For more on: • Beta testing • Cloud document process • Document naming • Document routing • File naming • File routing • Docufi, • Imageramp, • Watch folders, • Data capture, • Scanning to folders, • Scanning to folder, • Scan to Folder, • Batch Splitting • Automatic file naming • Automatic file routing

DocuFi

30 years’ experience in the Document Imaging market.

ImageRamp Batch www.docufi.com 603-685-4033 [email protected]

Copyright ©2014

makers of ImageRamp, Document Management

Capture Solution