Step 3: Document Filing with autoINDEX autoFILER
In the 3rd step vdocs autoINDEX autoFILER is designed to file the scanned documents to the location of your choice. vdocs writes the required information into the data base and also into the files.
Naming of Documents with vdocs autoINDEX->autoFILER
This vdocs autoINDEX->autoFILER automatically names the documents based on your requirements. The document can be named based on the information from the scanned document. Other options are information from your client, customer etc. database or from the zoned OCR information of the document.
Used when the captured (source) image format is PDF, this component is used to update the metadata with indexing information.
This component provides for imprinting user defined data onto the ultimate repository image format.
vdocs autoINDEX->autoFILER document filing locations:
Publish to Computer Folder Structure
Publish to Folder- create user defined folder/file structures using system and workflow variables created during the user defined workflow processes.
In this process the scans have been automatically indexed with the client information that resides in the client Database. The document was initially only indexed with the loan number and autoINDEX>autoFILER retrieves the other requested information from the database and uses the data to correctly index and file the document.
Publish to Document Management System
vdocs autoINDEX->autoFILER is able to automatically publish to a variety of Document Management Systems like the vdocs Pinnacle Solution (KnowledgeTree® plus autoINDEX>autoFILER) or other Document Management Systems
The Documents are being automatically published in the KnowledgeTree® Document, Knowledge Management Commercial Edition. KnowledgeTree® is one of the best and most advanced Document Management Systems availlable. KnowledgeTree® is open source document management software that connects people, processes, and ideas. Collaborate, securely store all your critical documents, address compliance challenges, and focus on providing a simple solution that works for your business.
Publish to Database
vdocs autoINDEX->autoFILER allows for writing to virtually any backend database via ODBC drivers
autoINDEX>autoFILER publishes and files or documents into ODBC compliant databases.
In addition to this document index criteria like File Name or Invoice number can be published into the Database.
The document filing and information filing capabilites of autoINDEX>autoFILER will meet and exceed your specific requirements.
Publish to Medical EMR
vdcos autoINDEX->autoFILER uses the OCBC database driver to publish the scanned images to a variety EMR electronic medical records management systems. This reduces the typical process of scanning documents into an EMR. autoINDEX>autoFILER reduces this very manual and labor intense process of scanning indexing documents into the EMR to seconds and you can use your office xerox copier/printer/scanner system. No need to buy additional expensive scanner systems.