Are you ready to eliminate paper based forms in your office?

Traditional Core & Advanced Capture Techniques

AgendaThe Capture ProcessWhats New in Capture Workflow?Core and optional capture featuresImportsImage processingSeparationOutputStructured vs. unstructured captureProduct DemonstrationQ&AThe Capture ProcessClassify - identify the type of document. This may include sorting documents into individual batch types or scanning all documents in a folder/process as one.Separate - manual or intelligent separation of batch document sets.Data Extraction - extract meaningful data through OCR, barcode, KeyFree, advanced capture or manual entry.

Alternative Post Processing TechniquesData Merge database lookup on a unique field(s) to populate other data.

All capture typically starts with a 3 step processCore Capture FeaturesCapture Workflow - Monitor a UNC or shared folder on timed basisUnlimited capture and processingServer side image processing for fast client scanningImage enhancement, Barcode, Zone OCR, Delete Page & Text PDF CreatorMulti-core OCR processing optionsSix (6) capture intake activitiesFour (4) document separation activitiesMFP/copier integrationSharp OSA, Kyocera HyPas & Xerox EIP3rd party vendor integrationNuance (eCopy), NSI Autostore, Planet Press, Kofax, PSIGEN, etc.

Whats New in Capture Workflow?ImportEmail ability to bring body and attachments in as PDF vs. MSG

Priority Workflow- provides priority routing for certain Capture Workflows

Create One Batch per File allows each document to be processed through all capture workflow stages and into SmartSearch w/o waiting for the entire batch to process

Multiple output release ability to release to inbox, archive or file system all at the same time

Release to File ability to release to a file system directory using a field value as the file name

Core Capture ImportsMFP Scanning - supports capture from ANY network attached MFP/Copier via scan to directory/ftp or email.

Desktop Scan- capture paper from any TWAIN/WIA compliant scanner with the ability to index at time of capture.

Drag & Drop any document or email can be dragged into SmartSearch. Soon to be added to GlobalSearch.

Import- Manual or automatic import of ANY file type into an Inbox or Archive.

ImportbyFileName- monitor a network folder and automatically ingest the file name as index field values.

6Core Capture ImportsImport Email- Drag and drop or automatic monitoring of any POP/IMAP mailbox

Import Data and Documents- Bulk import of data and documents from a CSV or XML file

Import Web Forms provides integration with FreeForm product to offer post image processing of resulting web to PDF document.

File XChange Save As will prompt users to index into SmartSearch through tight integration with Windows Explorer.

Print- capture documents into SmartSearch by printing to eDoc virtual print driver.

Image Processing EnginesBar Code Recognition SmartSearch supports 1D barcode recognition, the process of optically reading a bar code and assigning extracted values to a pre-configured SmartSearch index field.

Zone OCR This option allows extraction of computer generated text from structured, zone based areas on a templated document.

PDF Creator This option is a full page OCR engine and provides the ability to turn scanned images into text searchable PDF documents.

Delete Pages Deletes blank or barcode pages.

Image (Clean-up) Enhancement Using state-of-the-art image enhancement technology, SmartSearch quickly and easily applies despeckle, deskew and various other document clean-up tasks to improve OCR capabilities.

Set Field Set a static field value as part of the capture process.Image Separation EnginesSmartSearch supports 4 different types of batch separation

Barcode separates based on barcode. Supports prefix separation.

Zone OCR separates when zone field changes from previous page. **NEW FEATURE**

Blank page use a standard blank copy paper to separate documents

Page count set static number of pages for separation

Core Capture OutputRelease to Archive This activity releases the image and the extracted data to the designated Archive.Release to Inbox This activity is often used when preprocessing documents prior to release to their permanent SmartSearch ArchiveRelease to Folder This activity outputs the captured document to a pre-defined file share. **NEW FEATURE**

Structured forms:

Forms of the same type with EXACTLY the same layout

Information is located in the same place of each page

Quantity of fields per page is fixed

Templates used to locate and capture data

Semi-structured forms:

Forms and documents of the same type but different layouts

Information located in different areas of a document

Quantity of fields, lines or transactions per page can vary

Documents may have varying number of pages

What is Advanced CaptureStructured vs. Unstructured11Credit applicationEmployee time cardState/federal income tax formCustomer survey or questionnaire

Samples: STRUCTURED FORMSSample Structured Forms12

Vendor InvoicesSales OrdersRemittance AdviceUB-92Bill of LadingTranscripts

Samples: SEMI-STRUCTURED FORMSSample UNstructured Forms13Core SmartSearch Capture Demo

Ad-hoc KeyFree of a Purchase Order

Text zone OCR of structured AR Invoices

Barcode recognition, separation and Data Merge of BOLSo, is there such a thing as AUTOMATIC CAPTURE and INDEXING?

Advanced Capture Demonstration

SimpleCapture with Auto learning technology of AP Invoices

docAlpha full unstructured data extraction of footer and line item data of medical EOBs