PSIGEN releases PSI:Capture 5.3

PSIGEN recently announced the release of PSI:Capture 5.3, the latest version of their fully featured document and data capture solution. This new version builds on the product’s ability to process Microsoft Office 2010/2013 file formats (Word .docx, Excel .xlsx, and PowerPoint .pptx files) as well as Adobe PDF files.

Now Office files can not only be processed through PSI:Capture, using file name, folder name, and file attributes for metadata, but the file content can also be searched for keywords to classify and index documents. This capability is perfect for companies that want to handle scanned paper documents and electronic documents through one process to populate backend Document Management systems such as SharePoint, FileBound, M-Files and over 50 other systems. Existing customers can contact us to obtain the upgrade to 5.3 by emailing

FileBound Announce Release 7.1

27th October 2014, Upland Software announces the release of FileBound 7.1, which builds on some of the new capability introduced in release 7.0, including enhancements to the Search Portal, Web Viewer, Analytics Reporting dashboard and system improvements to increase speed. If you are an existing user of FileBound this release is well worth considering and is available free of charge to customers who have purchased the annual maintenance service.

For more details on the new features please go to FileBound 7.1 New Features

Datafinity installs invoice data capture solution for Sage 50 at GRM Windows

GRM Windows, a South Wales Window manufacturer, is the latest company to take advantage of the time savings and documents security that PSI:Capture provides. To read more about this please see our new case study.

PSIGEN launches latest release of PSI:Capture with focus on Invoice Processing and Automation

Last week the latest update to PSI:Capture, version 5.1, was announced. For customers that are focused on scanning and data capture from invoices this update is definitely worth considering. Apart from improvements to the classification module, released with 5.0, there is now an automated invoice line item extraction tool, point and click regular expression creator and the ability to run any workflow step as a background process, allowing time consuming tasks such as PDF creation and document migration to be automated. Please contact us if you want to see the new features or wish to discuss upgrading under your support agreement.

FileBound Gets a Facelift – Release 7 Now Available

In its mission to deliver a document management product that offers capability without complexity, Upland Software has just announced the latest FileBound, release 7. This version offers a new look that is focused on ease of use, faster navigation, reduced clutter and bringing focus to the most relevant and important content. In addition to this, other enhancements to FileBound 7 include:

  • New Workflow functionality that provides even greater flexibility in configuring and testing workflow in the graphical drag-and-drop interface. This gives users greater control and lets them respond to changing business needs quickly.
  • A new Forms Portal, which includes a drag-and-drop E-form Designer that lets users create forms directly in FileBound in a matter of minutes, allowing anyone anywhere to complete forms that can collect additional documentation and signatures.
  • A new Android app, complementing the current iOS app. Workers at organisations with BYOD (bring your own device) policies and remote workers can have access to the same FileBound system at no additional cost over traditional access.
  • Analytics enhancements that allows business owners to get the full value of the data in FileBound to make better business decisions.

To take the hard work out of managing your documents contact Datafinity.

PSI:Capture Saves Teachers’ Time

Did you know that PSI:Capture can be used for marking exam and test papers? Many schools are now using scanning and OCR technology to save time and improve accuracy when marking test papers. PSI:Capture has all the tools needed to fully automate the processing of test papers and can utilise existing MFP copiers for scanning. To see a demo video of how this works go to

For more general information on forms processing with PSI:Capture go to our web site at



PSIGEN Announces Master Agreement with Dell to Deliver PSI:Capture Solutions to SharePoint Customers

PSI:Capture SharePoint ScanningOnce again PSIGEN’s PSI:Capture product has proven to be the best in class for SharePoint. Following the announcement last year that Microsoft’s US legal department chose PSI:Capture over many other capture solutions, to scan legal files into SharePoint, PSIGEN recently announced that it has been chosen by Dell’s SharePoint Consulting practice as their document capture partner. This formal agreement follows on from a number of successful projects together and will allow Dell to focus on document capture and scanning for delivery of joint SharePoint solutions.

“Dell’s expertise in the SharePoint space is well known, and we have already worked together on delivering several SharePoint scanning solutions,” said Bruce Hensley, PSIGEN’s President. “This Master Agreement formalizes our partnership, and sets the foundation for driving future business together.”

For SharePoint users, the PSI:Capture product is particularly interesting in that it enables users to capture information from almost any type of document and automatically migrate it into SharePoint, including SharePoint 2013 and Office 365. PSI:Capture can also be used to migrate documents and information into more than 60 other enterprise systems.

For more information contact Datafinity, PSIGEN’s UK distributor.

PSIGEN announces latest release – PSI:CAPTURE v5: Intelligent Document Recognition (IDR), Enhanced Forms Processing and Classification

PSIGEN Software, Inc., has released v5, the latest version of its flagship document capture product, PSI:Capture. This release is a major step forward in providing fully automated document recognition and data capture and is ideally suited to the accounts payable market.

This latest release includes features for advanced forms processing and the intelligent identification of documents and forms. Many of the features have been in the product for quite some time as custom scripted options but now they have all been added as product features available through the configuration wizard interface.

If you are an existing PSI:Capture customer then PSI:Capture v5 is available free of charge as part of your annual maintenance and support agreement, with the exception of the classification module which is an additional cost. If you would like details on how to upgrade please contact us for more information.

New release highlights:

Record Type Enhancements – Record types allow a capture workflow to contain multiple sets of documents with varying characteristics, including: shared and unique index fields, differing zone templates, differing expressions for extraction, and classification rules.

Dynamic Pattern Matching – pattern matching can now be triggered automatically based on the classification of a document. These triggered expressions can also be shared across record types to make extraction simple.

Smart Zones – this advanced technology helps with processing information across forms through two integrated features: dynamic anchoring and compassing. Smart Zones can be used for complicated data extraction processes in AP, eDiscovery or medical review to find data surrounding specific terms.

Zone Profiles – now, within a single document type, you can have multiple zone templates that are linked to a particular form or document. This provides a simple, efficient way to extract information or provide operators with “zoom zones” based on the classified form type.

Classification Module – this module allows for identification of forms, intelligent separation based on form types and validation based on page counts. The module automates the forms processing task through an easy to configure, efficient and intelligent recognition process. All of the above features can be tied to a classified form, providing dynamic data extraction capabilities in a single document type.

Enterprise Feature Set – v5 has new features to provide enhanced redundancy, disaster recovery, and reporting through SQL Server.

All of these features combined give end users the ability to process complicated forms quickly and efficiently. “We have deployed our classification solution within several large customers, including Microsoft, and the solutions have really streamlined their forms processing efforts,” said Stephen Boals, Vice President of Sales for PSIGEN. “PSI:Capture v5 extends the feature set, and adds additional features to provide any organisation with an effective, affordably-priced document classification solution.”

An overview of v5, feature listings and demonstration videos can be found at

PSIGEN Releases PSI:Fusion 1.2: Web-Based Capture Application


PSIGEN Software, Inc., the leader in advanced document capture and scanning solutions, has announced the release of PSI:Fusion 1.2 . PSI:Fusion is a web-based capture application that provides organisations with a simple, efficient, and cost effective capture solution for the enterprise. The new release includes new features, tighter integration with PSI:Capture and overall performance enhancements.

PSI:Fusion provides a powerful solution to any organisation looking to streamline their MFP scanning and inbound fax processing. Through a web interface, users can view queued documents, enter document data, and quickly submit the documents to any of the 60-plus ECM repositories PSIGEN supports.

“PSI:Fusion has had great momentum over the past year, and all our initial deployments have been extremely successful. With both small business and enterprise versions, it allows small and large organizations to leverage an easy to deploy, browser-based application,” said Stephen Boals, V.P. of Sales. “This new version provides some key system enhancements, making the system easy to deploy and manage for our Enterprise customers.” Information and demonstration videos can be found at

Drive more business.  Reduce your labour costs.  Higher profits.  PSI:Capture from Datafinity.

OPEX and PSIGEN Announce Partnership for Digital Mailroom Solutions

OPEX Corporation and PSIGEN Software announced recently they have entered into a new technology partnership agreement to offer an integrated digital mailroom solution comprised of PSIGEN’s PSI:Capture and PSI:Fusion with OPEX’s prep-reducing scanners.

The companies have already deployed an integrated solution at a large US state health and human services agency.  Documents received in the post are opened and scanned in a single step, electronically classified and routed into queues for processing. This solution has streamlined the agency’s formerly labour-intensive workflow.

PSI:Capture is an innovative document capture platform engineered to combine automation, efficiency, stability, and Enterprise-class scalability.  The unique design of the OPEX AS7200 and DS2200 scanners offer the industry’s lowest labour costs for document capture for incoming mail and archive/backfile capture.The combined solution makes the entire process more efficient, resulting in lower total cost of ownership and on-going labour savings throughout the life of the system.

Drive more business.  Reduce your labour costs.  Higher profits.  PSI:Capture from Datafinity.