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People. Information. Processes. Collectively, their interaction determines the level of success for your organization. Learn how record management software can benefit businesses in any industry.

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record management company enhances customers experience
Record Management Company Enhances Customers’ Experience


By: Gary Maxwell, President

record management software
Record Management Software

People. Information. Processes. Collectively, their interaction determines the level of success for your organization. And the initiation point of this interaction is often a form or document, a collection of information that then passes between people and systems. A record management company’s software products serve as Intelligent Document Elements that capture information and navigate the process behind each form or document in a way that improves efficiency, manages complexity, allows for rapid change and enhances the customer experience. 

The record management company’s software automatically captures data from paper forms and documents, validates the data and passes it to enterprise systems, such as ECM, ERP and CRM applications. Bringing all data online helps ensure data accuracy, reduces operating costs and accelerates business processes. The record management company’s software operates locally or remotely, leveraging Web-based connectivity to transmit data from paper to remote applications or systems.


record management software features
Record Management Software Features

Form Designer

A point-and-click application for easily implementing automated forms processing and document capture. Designer includes complete layout tools to create new forms and to automate your existing forms and document types.

Flexible Document Input Options

Out-of-the box interfaces to scanners, fax, email, file systems and Internet.

View and index non-image file types

A record management company’s software supports viewing of word processing, spreadsheet, presentation, graphic, multimedia, and other formats without needing the native file application.


record management software features4
Record Management Software Features

Content-based classification

This software automatically classifies and sorts forms and semi- and unstructured documents via barcode, form identification, full page keyword, rules-based and phrase identification algorithms.

Automatic data extraction

Automatic extraction of indexes from forms and semi- and unstructured documents by best-in-class recognition engines.

Document Package handling

A record management company’s software allows multiple levels of association for forms and documents within a batch; group “sets” of forms and documents together.


record management software features5
Record Management Software Features

Anytime QC

This software enables users to view, rotate, add, delete, copy, reposition, and automatically or manually reclassify and index at any time during the life of the batch, from scan to commit.

Data Quality Assurance

Data quality assurance personnel can intuitively and efficiently validate classification and extraction results with ease.

Auditing and Tracking

A record management company’s software tracks every-step between people, systems, images, associated data and system changes.


record management software features6
Record Management Software Features

Digital record signature support

Provides ability for a user to digitally sign records associated with views of/changes made to data in the software system.

Print merge application

Merges electronic records onto forms for printing.

Automated workflow

Paper-originated forms and documents from the record management company’s software can easily and rapidly feed into electronic-based in-process workflows or can initiate workflows in ECM applications.


record management software features7
Record Management Software Features

Flexible Export Interfaces

Automatically delivers data to more than 300 business applications.

Document Scanning

High-speed document scanning is only one element of a record management company’s software’s vast time and money saving features

Record management software can be used in a wide variety of industries including accounting, customer service, human resources, marketing, production, government, education, healthcare, pharmaceutical, finance and more.

Contact your local record or document management company for more information about their document management software and how this software can benefit your business


about the author
About the Author

Gary Maxwell is President of Integra ECM, a leading document management company serving Idaho, Oregon, Washington, Montana, Wyoming, and Utah for over 35 years. Learn more about our record management company by visiting today.