The optional business process management module lets you define a multiple-step workflow to route documents to different user's "inbaskets" for processing. For example, you can stack different types of documents in the form-feeder of the scanner, and SearchExpress can automatically route the documents based on content. For example, all leases could be sent to the legal department, and all sales orders to the sales department.

Another example of automatic routing would be scanning A/P invoices, where the vendor name or ship-to address could automatically determine to whom the invoice is routed for approval. For example, all invoices with a ship-to address of Denver Colorado can be routed to Sierra Lewis, the manager of the Denver branch office.

The users use their web browser to see all documents in their inbasket. This can be done over intranet or the Internet. An example of a simple workflow would be routing A/P invoices to the manager responsible for approving the invoice.

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.

The routing for a particular document can be assigned in a number of ways:

The "Send To" destination can be determined by the content of the document. For example, all invoices from vendor Quantum Computer could be routed to Jennifer Jones.

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

Scanned documents can also 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.

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.

SearchExpress can be used to automatically distribute reports to users. This eliminates the need for manual distribution of paper or digital documents, between and among departments.

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.

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, SearchExpress can automatically email the next person in the workflow to inform them they have documents in their inbasket

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

SearchExpress is designed for Windows Vista/2003/XP/2000 platforms.

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For more information on SearchExpress Document Management software, please call us at (205) 985-7686 or click here for more information. Our email address is SxSales@searchexpress.com.