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Easy Workflow


SearchExpress lets you define a multiple-step workflow and scan and route documents to different user's "inbaskets" for processing. The documents can be automatically routed based on content, e.g., the vendor name can automatically determine to whom an invoice is routed for approval.

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:

SearchExpress can read data from your other software applications to route documents, e.g., SearchExpress can use the invoice number to read the ship-to address from your accounting system, and use the ship-to address to route the invoice to the manager of that branch office.

The "Send To" destination can be determined by the content of the document. For scanned documents, a certain area of the page can be OCR'ed (Optical Character Recognition) and the OCR'ed value used for the destination. For example, all documents with the word Lease in the upper-right-hand corner can be routed to the inbasket of the financial department.

Scanned documents can be routed by values encoded in barcodes on page one of 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 Sierra Lewis completes her 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.

You can make searchable annotations (notes) to documents, and let everyone view your annotations, or you can specify particular users who can view your annotations. This helps you collaborate with others.

To see more SearchExpress Document Management features, click here.

Executive Technologies, Inc. has been developing the SearchExpress family of affordable high-performance document management products since 1984.

SearchExpress lowers the costs of handling and storing your documents, and saves staff time by providing instant access to your documents from other software applications.

Document imaging and management is now very affordable. You can store twenty million scanned pages on a $350 one terabyte (trillion byte) hard drive. That's 8,000 pages a day for ten years!

SearchExpress is so easy to install and use that most of our clients do not need any on-site installation and training. However, we would be pleased to provide on-site training and consulting, if requested.

We guarantee your satisfaction. We always offer SearchExpress Document Imaging software with a 30 day money-back guarantee.

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

 
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