FileDirector - Capturing Documents

FileDirector has the most flexible and comprehensive document capture features available. Paper and electronic documents, whatever their format or source, are easily captured to FileDirector, and you can even add your own capture facilities to third-party applications.

Document Scanning

FileDirector has scanning capabilities included within the standard Client software, so there is no need to run one application for capturing and another for retrieving documents

To make the scanning process easy, Scan Profiles can be created, which hold the settings for the capture device, and can also be configured to store documents under specific document types and categories. Not only can you scan new documents, but you can also insert, append or revise pages within existing documents.

Whilst scanning, you can also configure FileDirector to perform zone and forms recognition to read metadata automatically from the documents.

You can use a vast range of scanning and input devices with FileDirector's support of the TWAIN and ISIS scanners driver standards.

 

 

Microsoft Office Integration

Storing information from desktop applications is a simple process with FileDirectors integration with Microsoft Office applications and with Windows Explorer. Just choose to send the document to FileDirector, and you can then index the document, or have FileDirector take information, such as the file name and date automatically. When saving emails from Outlook, these can be indexed automatically, using email data such as ‘To, ‘From, Subject and even the email body.

 

MailStore

The MailStore option for FileDirector allows emails to be automatically stored to FileDirector directly from an SMTP mail server.

Emails can be selected for storing based upon the the subject, who the mail is from and the recipient. Multiple criteria can be set for each category.

The priority of the MailStore process can be set to ensure that emails are only selected and stored to FileDirector after they have been through a mails servers anti-virus and junk email filters, if installed

 

Importing Documents and Data

FileDirector has several server and client based features that allow you to import virtually any information. From the Client, documents can be imported from any location using Scan Profiles. This is very useful when a shared scanning device such as a digital multifunction copier is being used which stores documents to a specific location. The Client can also be used to import documents, together with their associated metadata information which would be held in a separate data file. The documents are saved in their native format.

Several server based import features are available that can import files, files and metadata, or just the metadata. Additionally spool data in text or XML format can be imported, the metadata extracted and the data overlayed on to an image or XML template.
 

FileDirector ImagePrinter

The FileDirector ImagePrinter is a Windows printer driver that allows you to 'print' from Windows applications directly to FileDirector. The information will be converted to either TIFF or JPG image formats, depending upon their content.

Virtual Network Printing

VNP is a virtual network printer which converts print data sent to it into TIFF files and stores them in a defined location. From this directory data can be imported and archived. As an example, accounting software could automatically send the print data during a normal print job as well to VNP without any user having explicitly to execute the VNP print. Multiple VNP printers can be created, so that different data can be 'printed' to specific VNP printers, and then saved to FileDirector Cabinets and Document Types.

Any user can of course print and archive documents manually by explicitly printing to VNP.

 If forms are printed, such as invoices or delivery notes which always have the same structure and appearance they can be recognized and indexed automatically by forms recognition and OCR.

Bespoke

Using the range of development and integration tools available for FileDirector, you can incorporate capture processes into many third-party applications, such as AutoCAD, and also into applications that are developed in house.

For further information about FileDirector and it's various modules you can either contact us directly on
01889 502473, via the web or by email.

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