OOA & UCDHS Electronic Document Management System

OOA & UCDHSElectronic Document Management System July 2008 Project website: http://accounting.ucdavis.edu/projects/edms/ Questions: edmshelp@ucdavis.edu

Agenda

Software • Kofax Ascent Capture (v7.5) • Manages scanning and importing of documents • Utilizes Virtual ReScan (VRS) to improve image quality post-scan • Multitude of recognition tools to assist with indexing of documents • Integrated database lookups to validate manually entered index values

Software • Oracle IPM (formerly Stellent 7.5) • Manages document storage and retrieval • Integrates with Kofax via I-Linx release script • Allows web retrieval of documents using pre-defined searches • Maintains document indexes as meta-data in Oracle database tables • Documents are saved in TIFF format • Utilizes Active Directory security

Client Specifications

Server Specifications

Scanning Capabilities

Recognition Options

Index Metadata • Stored in Oracle database • Contains link to actual image file • Integration with business systems enables one-entry / multiple-retrieval of indexes • Limits of Kofax = Limits of the database

Kofax Scan User Interface Documents Pages

Kofax Validation User Interface Indexes

Kofax Administrator User Interface Batch classes Index fields

Oracle IPM Search User Interface • Saved searches • Search criteria • Custom parameters

Oracle IPM Results User Interface • Displays indexes • Can view multiple documents at once • Index modification • Email / Print

Oracle IPM Image User Interface

Oracle IPM Service Manager User Interface

Oracle IPM Admin Client User Interface

DaFIS DS Integrations

Questions and Answers

OOA & UCDHS Electronic Document Management System