DocRecord - Document & content management with automated workflow

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.

Document and content management and workflow

Key feature overview

 

  • SME to Enterprise level document & content management
  • auto document recognition, indexing, naming & routing
  • data extraction & integration with other applications/data
  • document-centric & process-centric workflow
  • fast, flexible search, query and retrieval
  • integrated document editing and annotation
  • secure, audited access from PCs, tablets & mobiles
  • flexible document policy configuration:

duplicates - retention – storage – naming – version control

 
 
Altman IM DocRecord inputs

DocRecord is populated with documents that can be submitted manually or automatically from various sources.

 

  • Drag & drop from any desktop
  • Network folder 
  • Scanner or MFP
  • Submit directly from MS Office applications:

Word, Excel, PowerPoint, Outlook

 

  • 3rd party applications or databases via API integration
 
 
document-zones

Automatic document recognition and processing

 

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.

 
 

 DocRecord click indexing

 
 

ScanPath language supportOCR – Optical Character Recognition 

Full page or zonal OCR enables accurate conversion and full text search on document content. Data can also be extracted selectively, reviewed, verified, updated and integrated with other applications and databases.

 
 

Multi-language support

  • 20 user interface languages supported
  • 30 languages selectable for OCR translation

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.

 
 
Document tablet view

Fast, flexible document search from anywhere

 

Preview, index, edit and annotate documents

 

View, search & query documents from any PC, tablet or SmartPhone

 

Document query window

 
 
Document lookup

Document lookup from other applications

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.

 
 

DocRecord document policies

 
 
DocRecord audit and security events

Document audit and security

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.

 
 
Document retention policy

Document retention policy

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.

 
 

Where do our solutions fit in most organisations?

Altman IM solutions fit

Anywhere there are processes that involve any of the following issues, then we can help:

 

  • managing paper and/or electronic documents?
  • time spent checking, correcting and updating documents?
  • extracting document data for input into other systems?
  • waiting for others to review, acknowledge or authorise?
  • inconsistency of execution and quality control
  • security of access and privacy concerns?

 

We can help automate processes which increase speed, accuracy and productivity in most organisations.

 

Examples of use

 
Challenge us to automate your processes
 
 
industry-icons-2

In which industry sectors do our solutions fit?

        • General commerce, business and support services
        • Manufacturing
        • Retail
        • Distribution & logistics
        • Healthcare & Pharmacy
        • Professional services: Legal, Accountancy, AEC
        • Public sector: Government, Health, Education
        • Financial services and Insurance

 

Examples of use                                      Case-studies

 
 

Get a free proof of concept consultation for one of your business processes

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