By combining the brilliant ‘Smart Touch’ scanning system from Kodak and ‘Approve’ workflow it’s easy to create an automated process for all of your accounts payable invoices (and just about anything else too!).

Automated invoice processing

is easy with Kodak’s range of desktop scanners start from under $1000 and they all come with the Kodak ‘Smart Touch’ software which lets you turn any document into a searchable pdf file.  Combine that with Docpoint and Approve and you have a complete document workflow and management solution.

Most invoices today arrive either in paper form or as a pdf file attached to an email. You simply scan your paper invoices, maybe enter a few keywords and let the Docpoint ‘Smart Touch’ interface handle the rest. For those files that arrive by email, all you need to do is drag and drop the attachment into the Docpoint folder.

‘Smart Touch’ comes with a range of pre-configured settings like, scan to email, scan to file, or you can configure your own for just about any application.  And it can create files in a range of formats so it can be set up to cater for all of your office scanning requirements too.

The Approve workflow engine compares the files with the defined workflow rules and automatically routes them to the appropriate location.  Automated workflow steps can do things like add additional data from other systems, validate suppliers against your database, check purchase orders etc.   Smart touch and Approve workflow could be used for personnel records, timesheets,  contracts, reports, and just about anything else your business needs to keep.

Approve can export data to most systems and Docpoint takes care of the long term storage and retention of all of your files.

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Tips to quicker searching in Docpoint

. There’s a number of ways you can search Docpoint directly from your desktop application.

Use the ‘remember me’ function when you login to Docpoint.

Just under the place where you enter your user ID and password there’s a checkbox called ‘remember me’, tick that checkbox so the next time you go to Docpoint you won’t have to enter your user id and password. But don’t logout, just exit the Docpoint page.

Enable Docpoint as a quick search function in your browser.

Both Internet Explorer and Firefox have a quick search function at the top right of the browser. Usually this searches Google or Bing, but you can add your own search places too.  To add Docpoint as the search place, log into Docpoint then click on the DP icon (immediately below the Logout option at the top right side of your window). In the ‘Do you want to add this search provider’ dialog click ‘Add’. You can also check the box to make Docpoint the default when you enter a search.  Use this in conjunction with the ‘remember me’ function and you have direct access to Docpoint searches without ever having to open Docpoint.

Install Docpoint Click

Docpoint Click is a desktop application that installs to your windows tray.  Docpoint Click lets you image enable any application by defining certain hotkeys (like Alt/Right Click) that make a call to Docpoint. With Docpoint Click you can use the hotkeys to click on a word or phrase from any Windows application and automatically search Docpoint for that word.

Call us to find out more about Docpoint Click.

Install the Docpoint Excel add-in

Docpoint search can be added to Excel as an add-in. The Docpoint Excel add-in lets you right click on any Excel cell and have Docpoint search for the word in that cell without having to open and search in Docpoint as a separate step.

Call us for the Docpoint Excel add-in.

Integrate your application with Docpoint

Docpoint can be integrated to many applications as a web service, either by creating direct http calls to Docpoint from your application or by making web service calls to the Docpoint SOAP (Simple Object Access Protocol) API.

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Over the years we’ve scanned millions of documents and we’ve developed Docpoint into one of the most robust and flexible document management systems on the market.

We’ve also launched a ‘Docpoint in the Cloud’ service.  With Docpoint in the Cloud you get all of the features of Docpoint without any hardware or software to install.

Many of our customers have been with us right from the start.

Our philosophy has always been to keep our products and systems simple to use and cost effective. I think our customers would agree that we succeeded.

We’re looking forward to the start of another 15 years!

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without installing any hardware or software by subscribing to the ‘Docpoint cloud service’

Docpoint in the cloud has all the functionality of an in-house server and  is ideal for smaller businesses and businesses that have a mobile workforce.

Just like Docpoint, the cloud application pages may be customised with your own logo and colours and can even be linked to your web site for a seamless experience.

Using the cloud service is also an ideal way to get started with Docpoint and migrate to an in-house server as your system grows.

Contact us for a free trial of the Docpoint cloud service for your business.

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Right now 90% of businesses do not have an effective management plan for their paper documents. Paper storage is expensive and time consuming. And paper based files can easily be lost or damaged.

You can protect your business from loss or damage to paper based files by converting them to electronic format.

Our scanning and data entry service can handle complex scanning and data capture for all types of documents in a range of formats suitable for import into Docpoint or your own system.

We use a range of data entry processes to suit the application, including optical character recognition (OCR), barcodes, single data entry and double data entry.

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Some of our users have reported big savings in their annual auditing costs as a result of keeping their accounts payable records in Docpoint.

Read our Physical vs Electronic Documents case study to find out how Docpoint can save your business money.

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