Capture, index, organise and automate your document processing
DocRecord is a document and content management solution that helps you capture and organise all types of documents, automate their processing and enable quick, flexible search and viewing capabilities for all users from their computer, tablet or SmartPhone.
duplicates - retention – storage – naming – version control
DocRecord is populated with documents that can be submitted manually or automatically from various sources.
Word, Excel, PowerPoint, Outlook
Full page and zonal OCR enables automatic document recognition. Selected fields can be extracted, validated and used to update other systems and databases.
Automatic detection of key fields for indexing, enables fast searching and retrieval.
Recognition of multiple line item data enables visual verification or approval – e.g. purchase orders, sales orders, invoices etc.
Advanced workflow configuration enables actions to be triggered based on document content.
Users can be prompted with tasks to review, approve and provide further input via a workflow agent.
English, German, French, Spanish, Italian, British, Swedish, Danish, Norwegian, Dutch, Portugese, Brazilian, Galican, Icelandic, Greek, Czech, Hungarian, Polish, Romanian, Slovak, Croation, Serbian, Slovenian, Luxembourg, Finnish, Turkish, Russian, Byelorussian, Ukrainian, Macedonian, Bulgarian, Estonian, Lithuanian, Afrikaans, Albanian, Catalan, Irish Gaelic, Scottish Gaelic, Basque, Breton, Corsican, Frisian, Nynorsk, Faroese, Kurdish, Manx, Serbian Latin, Latin, Latvian, Esperanto, Maltese, Asturian, Azeri Latin, Tatar Latin, Turkmen Latin, Welsh, Mexican, Bosnian Latin, Bosnian Cyrillic, Moldovan, Swiss German, Kazakh Cyrillic, Mongolian Cyrillic, Uzbek Latin, Simplified Chinese, Traditional Chinese, Korean, Japanese.
If you need to access documents related to transactions in another system, you can click on the relevant index data field that corresponds to the Altman IM document and content management system index value – and the document will automatically be retrieved.
For example using the Sage accounts system – you can click on index fields such as invoice number or account number and the relevant documents will be displayed.
This enables users to view and retrieve documents quickly and easily without having to switch applications.
Users can be set up with individual unique logins to the document management system or can be setup to use their Windows login automatically.
All events within the document and content management system can be tracked and recorded. Adminstrators can define which events they wish to track and set up alerts which can be sent by email
Events include additions, deletions and modifications to files, documents, attributes and security settings.
Do you know when it’s safe to archive or purge – and which of your documents you MUST keep for a specified period? In some industries compliance with regulatory rules and legislation require that information is retained for a specified period.
DocRecord automates the management of document retention, ensuring accuracy, compliance and a huge saving in management and storage overhead.
Documents can be linked to policies that define the correct retention period and what action to take when the time comes.
Anywhere there are processes that involve any of the following issues, then we can help:
We can help automate processes which increase speed, accuracy and productivity in most organisations.
Get a free proof of concept consultation for one of your business processes