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Document Imaging

Document Imaging

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Document Imaging

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Presentation Transcript

  1. Document Imaging Scanning Basics

  2. What is Document Imaging? • Document imaging is making what would be paper documents today be imaged documents going forward. • Why would I want to go to Document Imaging? • Overhead • Efficiency Improvements

  3. Benefits of Document Imaging • Disaster recovery/backup • Efficiency/Personnel reallocation • Staff Productivity • Access to documents • Proper Security of Documents • Improved customer service • Examiners/Regulators can complete work much faster • Audit record

  4. Potential Savings of Document Imaging • Statistics / Cost of lost documents.

  5. Basic Scanning • Document Type • Keywords • Scan queue • Scan format • Scanner • Sweep / Scan from Disk

  6. Basic Scanning Example • With just those simple pieces in play we can create our first scanning process. • This scanning process would be more efficient than not scanning at all, but the least efficient that you will be shown today. • Lets build a basic scan process to bring in a few documents.

  7. Basic Scanning Improvements • Manual Indexing of Documents • Autofill keyword sets • Efficiencies • Data Integrity • Multi Instance Keyword Groups • Document Separation • Barcode scanning • Efficiencies • Improved indexing accuracy • Limited document knowledge

  8. Autofill keyword sets • How is it generated? • Viewpoint/Prime • PDS9957 Director Host Link • How does it work? • Primary keyword value is entered and the additional values flood in. • Multiple keyword sets can be used based on the primary keyword on the document being indexed

  9. Autofill keyword sets (Continued) • How would I build an autofill keyword set? • Four pieces to the process • The Autofill keyword file its self • The source of the keyword values • The Autofill keyword set in configuration • The storage of the keyword values in director • The Autofill keyword processor to import the file • The process that populates the database table • Assigning the autofill keyword set to the document types. • The action that ties a given document to a autofill keyword set • Lets walk through putting together a working autofill keyword set.

  10. Basic Scanning Thank You