This webinar is for organizations having large volumes of incoming invoices and want to automate the invoice approval process including eventual integration with their accounting system. This webinar demonstrates how a paper invoice is converted to electronic form, including capture of metadata, such as invoice no., supplier name, invoice amount and then into a document workflow for approvals. At the end of the approval workflow the document is automatically stored in the FileHold document management software and the metadata imported into the accounting system for payment.
From introductions to deep dives, have a FileHold demo today!
The dreaded online software demo – you’ve read the literature for the company, looked at their website, and got lined up for your demonstration, only to realize five minutes in that you’re watching a live presentation of a narrated video. You came for a software demo, and got a TEDTalk with generic stock PowerPoint slides (maybe even a star-wipe between slides!) And after 10 minutes, you ask why you’re here, and tune out, and check your email – there’s real work to be done.
In the transition from paper to electronic documents, file organization was never properly considered. With paper filing, although error prone and inefficient, at least offered logical and intuitive methodology. Specialized filing cabinets and folders became the standard throughout all industries, so anyone could find what they needed after the briefest of orientations. Digital documents, although far superior in every other way, were never as simple to organize as paper files. In the last article, we looked at how naming conventions helped user see document information in the file.
Perhaps no organization moved more quickly into digital catalogues than libraries. The pre-computer index was the card catalogue. These enormous pieces of furniture housed index cards, with each book’s title, author, and subject typed on it, along with a unique filing number. There were typically three card catalogues, one for each of the major categories: while the Title and Author indexes were simple, the Subject was always trickier, since each book could have dozens of potential subjects.
Early in the lifecycle of a new FileHold installation, we often find customers who have a list of dropdown menu options they would like to add that is too large to be practical to add manually as a FileHold managed list, but too small to warrant maintaining in an external database. They could use our configuration import tool, but that might be too cumbersome if there is just a single field that needs updating.
Powershell and the FileHold API to the rescue. If we have a text file with a list of our options, perhaps we could add them as simply as by using a single command line.
So, your company has finally purchased a document manage software system. That’s great news!
Just in case you missed it, check out part 1 for an introduction to this topic.
In part 1 we configured the FileHold application server to be able to decrypt any database columns encrypted with the SQL Server Always Encrypted feature. In part 2 we will help you find and encrypt a database column. Make sure you read part 1 before jumping in here.
FileHold software uses standard application building blocks from Microsoft such as SQL Server, IIS and dot net in its system design. This makes it possible for customers to leverage off-the-shelf solutions that best fit their IT problems without impacting the FileHold application server. A common IT problem is how to encrypt sensitive data-at-rest.
Here at FileHold we talk to many organizations every day who are looking for document management software. These companies are looking at document management for a variety of reasons; sometimes it is compliance, efficiency issues, organizational growth, disaster recovery, remote workers, etc. In many of these cases, FileHold is exactly what they are looking for. Then we do not hear from them again. It is not that they found another solution, or did not like our offering, or even changed their mind on needing FileHold.
Optical Character Recognition, or OCR, is a powerful and newly-affordable tool to convert scanned images into fully searchable text. In the last articles, we introduced you to OCR, and FileHold’s Server-Side OCR module. In this article, we will explore and how it will transform your digital documents.