Overview
Our document management solution turned paper and scanned documents into an indexed, searchable archive. It is used at Dalziel, where every incoming document is scanned, sorted into categories and taken through approval to payment.
What we built
- Batch scanningScan in batches, separated automatically by barcode or separator sheets.
- OCR indexingFull-page OCR to make whole documents searchable, and zonal OCR to capture specific fields such as invoice numbers.
- Scanner compatibilityWorks with a wide range of industry-standard document-feeder scanners.
- Scan profilesSave settings for common scanning tasks and reuse them.
- Sorting into categoriesIncoming documents are classified and filed under the right category as they are scanned.
- Workflow and approvalsEach document follows the steps your business uses, and is passed to the right person for approval before it moves on.
- Accounts and paymentApproved invoices go to the accounts team for payment, with the full trail kept against the document.
- RetrievalAuthorised users can find and open documents quickly once scanned.