Since the release of Microsoft SharePoint 2010 there has been a dramatic increase
in the adoption of this technology by companies of all sizes. In the past, SharePoint
has been seen mainly as an intranet solution for sharing MS Office documents between
employees. The new features in SharePoint 2010 have moved it into the realm of document
management and ECM - enterprise content management - and many companies are now
realising that they also need to store and manage their paper-based documents within
the same system. This is when a document capture solution is required.
But what is the best way to provide an easy to use and flexible method to capture
paper documents into SharePoint Document Libraries? Products such as PSI:Capture
provide the answer by offering low-cost, easy to use solutions for scanning and indexing
paper documents.
PSI:Capture provides all the power and flexibility needed to capture and OCR all
types of paper documents - forms, contracts, invoices, correspondence- and transfer
them directly into SharePoint, fully indexed and in the correct document libraries.
It can be run in unattended mode, automatically importing and indexing images that
have been scanned to a network folder from MFPs or other network scanning devices.
To allow users to validate or correct more critical data before exporting to SharePoint,
it can also be run in interactive mode.
Solutions for scanning to SharePoint
PSI:Capture - intelligent scanning for SharePoint
Scan in interactive mode - allows experienced users to utilise all the features from
the desktop
Scan in unattended mode - Auto-import allows users can scan to a processing folder
from any network scanning device
Documents will be automatically processed, named and filed based on the workflow
configuration
Dynamically create metadata columns in SharePoint from any document data captured
Automatically create document libraries and folder structures from any captured field
or document file name
Use simple indexing sheets at scan time to cut out laborious manual indexing in
SharePoint
Set up conditional export options to transfer documents to multiple libraries based
on index values
Scanning with MFPs
Automated Scanning to SharePoint
Using PSI:Capture’s auto-import and intelligent workflow functionality, different document types can be automatically routed to specific SharePoint libraries based on any document attribute, e.g. document type, department name, customer name or contract number. By using barcodes or checkbox routing sheets indexing can be done automatically at scan time eliminating the need for laborious manual indexing while at the network scanner or MFP.
“Using PSI:Capture has enabled us to save time on archiving documents and the ability to use SharePoint’s Metatags has improved how we search for these documents afterwards. By being able to batch load the documents, time and effort have been saved, and therefore money.” Bob Birchall IT Manager The Fire Brigades Union