Document management
Document management and scanning
Scanning, indexing, OCR and retrieval, so paper and PDF documents were searchable by authorised staff.
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.
Capabilities
Batch scanning
Scan in batches, separated automatically by barcode or separator sheets.
OCR indexing
Full-page OCR to make whole documents searchable, and zonal OCR to capture specific fields such as invoice numbers.
Scanner compatibility
Works with a wide range of industry-standard document-feeder scanners.
Scan profiles
Save settings for common scanning tasks and reuse them.
Sorting into categories
Incoming documents are classified and filed under the right category as they are scanned.
Workflow and approvals
Each document follows the steps your business uses, and is passed to the right person for approval before it moves on.
Accounts and payment
Approved invoices go to the accounts team for payment, with the full trail kept against the document.
Retrieval
Authorised users can find and open documents quickly once scanned.
Technology
Used by
What it shows
Document capture and indexing is the groundwork for the intelligent document processing we offer today, where AI also reads and validates the content.
Related services
Intelligent Document Processing
Invoices, forms and contracts read automatically, checked against your rules and passed to the next system.
Learn more →System Integration & APIs
Getting your systems to share data, so nobody types the same thing twice.
Learn more →Custom Software Development
Web, enterprise and SaaS applications built around how your business really works.
Learn more →