Cloud Document Management

Search, Workflow and Manage Digital and Paper Documents

SearchExpress Features

Cloud Access

In addition to searching and approving documents from your desktop PC, you can access documents from your iPad, iPhone, or Android.

This means you can access your documents wherever you are, including client sites and field offices.

Both Gold and Platinum plans include 300 GB storage, which is enough for about 6 million pages. You can add additional gigabytes for $.25 /GB/month. A gigabyte stores about 20,000 scanned pages.

Cloud Document Management

SearchExpress lets you index, workflow, search and manage your digital documents. SearchExpress also lets you scan, index, OCR, workflow and search your paper documents.

SearchExpress is easily integrated with your existing business-critical applications so you can read data from your other applications.

You can search by typing in a word or phrase. Also, you can search by highlighting a search word or phrase in your CRM, ERP or other applications, and pressing a function key.

Pricing shown assumes a minimum of ten users.

Or, you can host your own documents in your own Microsoft Azure or Amazon Private Cloud, for a one-time license fee, and not have to pay any monthly fees.

Cloud Plan Gold Platinum
Pricing $29/user/mo. $49/user/mo.
Search Features
Full-Text and Index Fields Search. Search documents by content, such as any word or phrase in the text of a document, in combination with index fields assigned to the document, such as document type and date.
Search from your iPad, iPhone, Android or PC.
Draw on, redact, highlight and place notes on documents.
Search directly from any software application, e.g., AP or email.
Speech recognition lets you search and annotate documents and complete eForms using speech, instead of typing, which can be particularly handy when using a mobile device.
Audit database tracks, for all employees, each document they have viewed, and each search they have performed. You can search this audit database by employee name, or document content.
Capture Features
For documents such as Invoices, SearchExpress can optionally use Google and Microsoft Artificial Intelligence (AI) Machine Learning to train itself to automatically recognize different vendors and to automatically extract the data on the invoices. A small per-page AI fee applies.
Put hundreds of pages in the scanner, and SearchExpress can use machine learning to separate the pages into documents. A one-cent per page AI fee applies.
Drag and Drop documents into SearchExpress and optionally add index fields, from mobile device or PC browser.
Save emails, Word and other Office documents directly to SearchExpress from your browser, without printing or scanning them.
Cloud Scanning, using a scanner connected to a PC, or a MFP copier connected to your network.
Index Documents using user-definable fields, such as Client Name, Document Type and Date.
SearchExpress can use zone-OCR to populate fields, e.g., invoice number and vendor name which can be in different page positions on invoices from different vendors.
When cloud scanning, speed data entry by looking up information from your business-critical applications. For example, enter a Customer Number and use the Lookup button to fill in the customer name and address, from any SQL or ODBC-compliant database.
Full-Page OCR, so you can search by any word or phrase in document.
Import Word, Excel, and PDF files and store them in their native format, or convert them to unalterable PDF images.
Use up to eight barcodes as index fields to index and help retrieve the documents.
Workflow and Other Features
For cloud 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.
Cross-Database Search allows you to search across multiple databases, all at one time. For example, you could have one invoice database per company division, but do a cross-database search for a particular invoice number or part number.
Version Control and Document check-in/check-out via your browser.
Report Writer lets you easily create reports and optionally email them on a periodic basis.
Emailed alerts. For example, a user could be notified by email when any new document arrives where the Invoice Amount is greater than $10,000 and the Project Name is Bitcoin.
You can use SearchExpress to automatically generate forms, such as Student Registration or Purchase Requisition forms.
The user can sign their signature on the form by using their finger, on an iPad or smartphone, or by using their mouse, on a PC.
The user can attach a photo or drivers license or other file to the form.
eForm Envelopes. You can send a group of eForms in an envelope, e.g., all the eForms a new employee needs to complete.
Completed forms are saved to the SearchExpress document database, and can be searched by content.
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