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Product Features

Workflow
  • For business process management (workflow), you can define a multiple-step workflow to route documents to different user's "inbaskets" for processing. These documents can be scanned documents, or emails, Word, Excel and other digital documents.

  • An example of a simple workflow would be routing A/P invoices to the manager responsible for approving the invoice, say Sierra Lewis. Sierra Lewis can approve documents by selecting "Documents to Approve" from the Favorites list of her browser, or SearchExpress can send her an email and she can approve the invoice from her email.

  • An example of a multiple-step workflow would be routing an insurance claim document to five different departments, which could be in five different cities. The claim document would not be seen in the inbasket of, e.g., department five until it was processed by department four.

Management Reports
  • Managers can view an "Unapproved Document Aging" report to show all documents unapproved after a manager-selectable number of days.

Guarantee

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For more information on SearchExpress document management software, please call us at (855) 525-7686 or click here for more information. Our email address is SxSales@searchexpress.com.

How to Route
  • Scanned documents can be routed by the scanner operator, where the operator could choose the workflow from a pick list. For example, the documents could be assigned to route to Bob Smith, and then to Sierra Lewis after Bob Smith completes his work on the document, and to Jim Davis after Bob Smith completes his work.

  • Scanned documents can be routed by a barcode affixed to the document, or barcodes on a separate page placed before each document.

  • Email, Word, Excel and other digital documents can be manually routed by the person saving the document into SearchExpress.

  • Or, if all Word, Excel and other documents in a Windows folder are automatically indexed by SearchExpress, all documents found in that folder can be automatically routed to a certain person or department.

  • No matter how the workflow is initially assigned, you can grant users permission to override the assigned workflow, and send documents to any other users, in an ad-hoc fashion.

Approve Documents
  • When a user looks at a document in their inbasket, they can click a button to "approve" or "acknowledge receipt" of the document. Their name will be automatically entered into the "Approved By" or "Acknowledged By" field, with a date/time stamp.

  • Or, the user can click Reject to send non-approved documents to a predefined person or department.

  • When looking at a document in their inbasket, a user can also key in data, such as cost codes or comments.

  • When a document is approved or rejected, SearchExpress can automatically email the next person in the workflow to inform them they have documents in their inbasket, and they can approve from their email, including from their iPad, iPhone, or Droid.
 
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