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vFiler™ and Pinnacle™

 

"Knowledge Management AND Automated Filing"

 

Pinnacle™ is a fantastic, simple to use, and powerful document management system, but when combined with vFiler™ Capture and Index Application it will become your next business asset, not your next expense. 

 

The information contained here will highlight the features of vFiler™ Capture and Index Application and it's integration benefits with Pinnacle™

 

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What is vFiler™ ?

 

 

vFiler™ is a software application that can process scanned documents (and virtually any other file type) automatically directly into the Pinnacle Repository.  Many sophisticated technologies are used during this process.  The processing steps are user definable; allowing you to customize the steps to maximize the performance.

 

See Screen Shot

 

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Document Capture

 

 

vFiler™ begins to work AFTER an image has been created from a scanner, email or document saved to a folder.  This process is called Capture from Folder. This process monitors a user-defined folder (hot folder) and sub folders to capture a variety of image types. 

 

See Screen Shot of Capture Options

 

See Screen Shot of 134 Capture File Types

 

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Document Indexing

 

The main function of vFiler™ is indexing or filing.   After documents are captured, text can be read from the paper (OCR) and validated against a businesses accounting database for accuracy.  This connection made to the database is through ODBC (Open Database Connectivity) and is powerful because it creates automated scanning workflows with 100% reliability. 

 

See Screen Shot of Indexer

 

 

 

Forms Recognition

 

The ability to recognize different document types is the vFiler™ flagship feature.  This feature is used in many applications, primarily though, in Accounts Payable (AP)  departments.  AP personnel can now scan hundreds of vendors invoices at once and reliably know they will all accurately arrive in Pinnacle™ 100% accurate.

 

See Screen Shot of Forms Recognition

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Publish to Folder

 

 

vFiler™ gives the workflow designer the ability to publish documents in user-definable Windows folders for two reasons.

 

1:  Redundancy - Backup - Piece of Mind

2:  Future document migration using folder names and file 

     names as index variables.

  • Create Custom Windows Folders for redundant document publishing / backups

  • Create Windows Folders from Index Variables

  • Create Filenames from Index Variables

  • Create files in sequence

  • Overwrite existing files (optional)

  • Append documents at the beginning or end

See Screen Shot of Publish To Folder

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Publish to Pinnacle

 

 

vFiler™ automatically creates folders inside the Pinnacle™ Repository based on the workflow designers choice or to existing folders in the tree and publishes documents into them hands-free.  Most importantly, vFiler™ writes metadata directly to the Pinnacle™ database to provide indexed searching and full content searching.

  • Direct metadata (fields) writing into the database

  • Create and Publish Searchable PDFs automatically

  • Publish Specific Document Types to Launch Workflows

  • Publish to Specific Folders to Launch Workflows or send email notifications based on Subscriptions

  • Ultimately create the best software bundle on the market!

 

See Screen Shot of Publish To KMS

 

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vFiler™ Main Features

 

  • Hardware Independent - Monitors / Watches folders

  • All MFPs and Scanners Supported

  • Capture from Multiple Folders Simultaneously

  • Capture from Outlook

  • Auto-Orientation

  • Automatically Split Multi-page Documents Easily

  • Straightens, de-speckles, de-skews, rotates, and resizes

  • Reads 16 different barcode types

  • OCR Multiple Zones, Full Page, or ALL Pages

  • Creates searchable PDFs

  • Interface to YOUR accounting system through ODBC for data validation

  • UNLIMITED DOCUMENT PROCESSING - no click charges

  • High-end Forms Recognition (Template Training)

  • Metadata Publishing

  • OMR Processing

  • Marked Processing

  • Document Imprinting  (Bates Stamping)

  • Process and automatically file multiple document types and departments simultaneously

  • Automatically File documents to Pinnacle™

  • Launch Pinnacle™ Workflows automatically by publishing document types or to specified folders

  • Links Pinnacle™ metadata

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OCR Functions

 

  • Zonal OCR Reading for Specific Fields

  • Full Page OCR Reading for Creating Searchable PDFs

  • OCR 1st page, all pages or select pages

  • Split multi-page documents by OCR recognized text

  • Remove Pages by recognized text

  • Automatic Language Detection (English, French, Italian, German, Dutch, Swedish, Norwegian, Danish, Spanish, and Portuguese

  • Automatic Correction of Image Rotation and Inversion

 

See Screen Shot of OCR Zone

 

See Screen Shot of Full Page OCR

 

See Screen Shot of OCR Separation

 

 

For more details on the OCR Engine inside vFiler see Transym

www.transym.com

 

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Barcode Functions

 

  • vFiler™ can Read 16 Different Barcode Types

  • Zonal Barcode Reading for Specific Fields

  • Full Page Barcode Reading for Document Separation

  • Separate Documents by Barcode Recognition

  • Read Barcodes left to right, right to left, top to bottom, or bottom to top

  • Ability to Remove Barcode Separation Sheets from Final Documents before Publishing to Repository

 

See Screen Shot of Barcode Options

 

See Screen Shot of Barcode Zones

 

See Screenshot of Barcode Separation

 

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PDF Creation

 

  • vFiler™ can create "Searchable PDFs

  • Index variables can be placed in PDF metadata fields

  • OCR text is placed into the "Contents" field to create a full content searchable PDF

 

Screen Shot of PDF Creator

 

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vFiler™ Workflows for...

  • Legal Offices

  • Medical Offices

  • Financial Planners

  • Insurance Agents

  • Title Companies

  • Mortgage Lenders

  • Realtors

  • Trucking Companies

  • Wholesale & Distribution

  • Manufacturing

  • Office Equipment Dealers

  • And Many More....

 

 

More Information

 

 

Contact us directly to see a vFiler demonstration

 

 

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