How DocRecord Works

Capture Information
DocRecord captures information from across your organization seamlessly and lets you take control of your documents. Document imaging is made easy with DocRecord Imaging that captures scanned documents and uses OCR to extract a copy of the text for indexing and storage. Improve image management with mark-up, annotation, and image enhancement.

DocRecord manages information from a variety of sources across an organization’s network. Easily watch network folders, watch queues, and integrate with other enterprise applications. With DocRecord, it's even possible for users to drag-and-drop files from their desktop into the system.

Categorize and Index Information
DocRecord sorts files into categories based on the attributes of the documents. DocRecord users determine which attributes are important fields to set up indexes on for their documents. This is usually based on their business scenario and who will be using the system.

Categories and indexes are completely customized and there is no limit on the number you can have in the system. These are important because they are the basis for searching for the documents after the files are committed to the system.

Organize Information
DocRecord organizes files by presenting all documents in a series of folders. Documents can be grouped together in folders based on projects, work processes, or document type to streamline business processes. Users define folders that best fit their business operations and expedite document retrieval.

A Work In Process area is another tool to help organize documents. This area is used to stage documents and assign them to the appropriate folders when they are first introduced into the DocRecord system.

Search and Retrieval
DocRecord offers multiple search options including keywords, index fields, or through the folder tree. Searches can be run from a user’s desktop or submitted via the web interface. Users can even save frequent searches, so they don’t have to re-enter them each time they use the system.

DocRecord retrieves documents at the click of a button. Users can review the document onscreen and then take the needed action such as printing, faxing, or emailing the document. Users even have the option to view over 200 file types in their native formats, which is helpful when they don't have the necessary software application for the file they are interested in viewing.

Document Workflow
Use the DocRecord workflow module, DocWorkflow, to reduce operational costs and automate document processes. Accelerate key business processes such as account processing, new business, document routing & approval, and report distribution. Easy for business line workers to use and fast for process owners to graphically design workflows, DocWorkflow is a powerful, cost saving tool.

Information Storage
DocRecord provides storage management for your digital documents. All records are efficiently stored only once, and through DocRecord’s document reference system can be used repeatedly without having to produce or store multiple copies. By having your documents stored digitally, disaster recovery readiness is facilitated by being able to produce back-up CD’s that are stored offsite.

Advanced Variable Data Printing and Forms
DocForm provides dynamic composition and extensive formatting capabilities for documents and print streams. Use DocForm to both print documents and send digital copies of documents to DocRecord.

DocForm integrates seamlessly with DocRecord and produces PDF’s, TIFF’s, and other file formats for DocRecord to store and manage. DocForm also passes DocRecord pertinent reference field information for indexing purposes.


Print Stream Translation and Print Management
DocTransform converts complex data types and legacy print streams into standard searchable file types. It also provides powerful data normalization and print management capabilities to manage and control the flow of information across your organization.

DocTransform provides a packaged solution to integrate DocRecord with other systems quickly and efficiently. Even data in complex disparate systems and legacy applications can be converted into searchable documents within DocRecord.