Document Capture: Never Touch a Document Again
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The webinar discussed document capture solutions from DocLink. DocLink allows users to capture documents from various sources like email, fax, scanning, barcodes, and OCR into searchable files. It integrates with ERP systems and provides options for automated workflow and delivery of documents. The webinar covered different capture methods available in DocLink like ScanLink, Import Manager, mobile capture, ERM Capture, and OCR to suit different document types, volumes, and processing needs. It emphasized how DocLink can eliminate manual data entry and filing to reduce costs and improve accuracy.
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Document Capture: Never Touch a Document Again
- 1. Live Webinar: Webinar Audio: You can dial the telephone numbers located on your webinar panel. Or listen in using your headphones or computer speakers. Welcome!
- 2. Webinar Details • Presentation is roughly 1 hour • All phone lines are muted • If anyone has any questions during this webinar – please type them in your Questions Box located at the bottom of your webinar panel
- 3. Today’s Presenters Tony Choquehuanca| Net@Work Sr. Sales Specialist Mark Whitbeck| Altec Sales Engineer
- 4. 180+ Business Technology Architects and Consultants IT Road Mapping & Strategic Planning Business Process Review Ecosystem BI, Analytics & Reporting Cloud & IT Managed Services ERP/ Accounting Web Development & e-Commerce Sister Company Payment Processing SWYPE Sister Company CRM & Marketing Automation HRMS/ Employer Solutions Document Management Nonprofit Solutions Managed Print Services Sister Company
- 5. Taking Everything Digital Document Capture: Never Touch a Document Again
- 6. What do you do with all the data that comes into your business?
- 7. HOW ARE YOU STORING DOCUMENTS TODAY? file cabinet network file share software
- 8. WHAT IS DOCLINK? DocLink SMART FORMS capture search & retrieve workflow automated delivery
- 9. erm (print) scan barcode import ocr email & fax capture search & retrieve mobilestore web access integrationworkflow smart form toolkit data manager process output supplemental documents send
- 10. erm (print) scan barcode import ocr email & fax capture search & retrieve mobilestore web access integrationworkflow smart form toolkit data manager process output supplemental documents send
- 11. CAPTURE OPTIONS: EMAIL & FAX ERM DRAG & DROP SCAN BARCODE OCR
- 12. SEAMLESS INTEGRATIONS Uninterrupted, deep integration between DocLink and your ERP allows data flow side-by-side DocLink ERP
- 13. DIRECT ACCESS TO DOCUMENTS WITHIN YOUR ERP WINDOWS
- 14. SELF-SERVICE DOCUMENT ACCESS • Searchable via desktop & mobile • Assign security permissions
- 18. common use case for capturing a photo… RECEIPTS
- 19. mobile capture: another way to index documents into DocLink; great for staff that work outside the office – or those that just like the convenience of a mobile device!
- 20. ERM
- 21. DOCUMENT CAPTURE: ERM ERM Capture – Enterprise Report Management Automatically Capturing Static Layout Reports from any 3rd party system. Example: Check, Purchase Order etc.
- 22. ERM Capture
- 23. OUTBOUND DOCUMENTS CAPTURED- QUOTE • Multiple data elements captured • Can search any element • Can link documents on common data elements
- 24. Scan-Link
- 26. Barcode
- 27. DOCUMENT CAPTURE: BARCODE Barcode Indexing Documents with Barcode Value
- 29. 01 Supports PDFs & TIFs 02 Supports multi-page TIFs 03 Supports additional formats like QR & 2D barcodes 04 Barcodes captured from any location on the document 05 Barcodes can be located vertically on the document Latest Barcode Enhancement
- 30. Automatic Email Import Using Import Manager
- 31. DocLinkEmail – import Manager
- 32. OCR
- 33. DOCLINK: OCR BENEFITS Eliminates manual entry & improves accuracy Automated sorting Reduces cycle times for processing Ensures compliance Synchronizes with ERP systems
- 36. Invoice: 555 Total: 250.33 Supplier: ABC Corp Invoice: 123 Total: 100.00 Supplier: XYZ Comp Invoice: 433 Total: 4000.00 Supplier: RKO Org Multi-Channel Capture Classification & separation OCR Extraction Rules-Based Validation Export to DocLink Recognition Verification
- 37. NEXT STEPS Look at your current business processes and consider……. Time spent manually indexing Accuracy of your data input Your monthly invoice volume Consider “soft” costs Accountability/auditability Are you ready for a disaster Speed of transaction
- 38. ELIMINATED FILING & MINIMIZED DATA ENTRY Automate document capture (email, fax, scan, barcode, OCR) Leverage existing ERP data Reduce human error Automate indexing
- 39. Choosing the Right Option
- 40. WHAT IS THE BEST DOCUMENT CAPTURE METHOD FOR YOU? What is the doc’s format? SOURCE PROCESS AMOUNT CAPTURE OPTION(S) What are you doing with the document after it’s captured? How many, or how often, do you process these docs? You choose the best option.
- 41. • ScanLink - Scan and Manual Index • Import Manager - Invoices Received Through Email • Documents Capture Using DocLink Mobile • ERM Capture Documents • OCR Capture DOCUMENT CAPTURE IN DOCLINK
- 42. • Smart Forms Toolkit • Barcode Documents Capture • Add Auto Index to make your life little easier • Enhancing Image Quality and Auto Index DOCUMENT CAPTURE IN DOCLINK
- 43. Quick Peek:
- 44. Please type in your questions Any Questions?
- 45. Thank You For Attending! Connect with 800-719-3307 www.netatwork.com netatwork.com/blog Net@Work YouTube Follow us on Twitter: @netatwork_corp Follow Net@Work on LinkedIn Follow Net@Work on Google+ Follow Net@Work on Facebook Contact your Net@Work Account Manager for any questions or concerns. Or you can reach out to us via the information below! Tony Choquehuanca | Net@Work Sr. Sales Specialist (P) 646-517-6164 (E) [email protected]