StapleWare® Server Modules

The StapleWare® Server based modules are configured by the system administrator and run on a schedule with no human intervention.  Server based modules run on a local or hosted server.  With a secure URL connection to the DocuWare Cloud, these modules operate seamlessly with DocuWare file cabinets in the cloud.

Say Goodbye to Manual Stapling
Automatically staple or clip relevant documents together in your DocuWare file cabinet with Stapler.  

Automate Your Organization
Set up Stapler to group together documents in a way that fits your needs. For example: combine an invoice and receipt for the same order or group all documents related to a project, client or patient.

Customize Your Stapler
Once configured, Stapler can be scheduled to run at any frequency or time of day, and different preferences can be set up for separate users, file cabinets or departments. 

Applications for Stapler
Applications for the Stapler include delivery tickets, medical records, legal documents or any set of documents that need to be grouped and then archived together.

Click to Watch the Stapler Video

 

 


 

Take Control of Document Export
Export documents from your DocuWare file cabinet to another file cabinet or file storage system with Process Server. The newest feature includes the ability to export files to a hierarchical folder structure using the index values of documents in the DocuWare File Cabinet.

Migrate Documents With Index Data 
Easily convert documents to PDF and move to another file system with all DocuWare index data attached as a corresponding XML data file, which is particularly useful for hospitals transferring electronic medical records to an EMR storage system.

Schedule & Track Exported Documents 
Set up Process Server to export documents on a schedule and automatically update document status in DocuWare so you can keep track of where and when documents export. Process Server also merges stamps and annotations to documents so they also appear on exported documents. 

Automate Document Type Classification

In DocuWare, document classification can be accomplished in many different ways.  In many applications, like medical records, accounting and case files, it is critical to be able to assign document types quickly due to the volume of documents that are being scanned. 

Assign Document Types 

Classification will automate the assignment of document types.  After the documents are stored into a file cabinet, the Classification Manager identifies document phrases within each document and, based on a phrase match, a document type will be assigned.  By assigning document types the users will be able to manage deficiencies, view only the documents that are necessary to do thier work and export specific documents that are needed in other applications.

 

 

 

Migrate Network Files & Emails to DocuWare
Import folders, files, emails and attachments directly into DocuWare with the Remote Capture module from StapleWare.

Import & Retain Company File Structure
Whether importing from Windows, Outlook, Dropbox or a network drive, Remote Capture maps the filename, folder name, e-mail subject and attachment filename to fields in the DocuWare file cabinet so you can continue using your current email or document filing system. 

Schedule Automatic File Import
Configure Remote Capture to automatically save files & emails to DocuWare at the end of every workday as well as flag your emails as imported so you know without a doubt your emails and attachments are archived and accessible in DocuWare.

 

 

 

 

Integration Into Line of Business 
DocuLink can provide hyperlinks to individual documents to streamline workflows. DocuLink automatically creates Secure URL Links and places them in the DocuWare Database.  

Boosting Productivity 
With Doculink, you can easily link documents together by any number of fields. 

Dynamic Hyperlinks 
Once a hyperlink is created, it is future-proof. As new documents are added to DocuWare, they are included in the hyperlink result list. 

Click to watch the DocuLink video

 

 

Send Documents for Review
Email documents, links to documents or missing document alerts from your DocuWare file cabinet to anyone inside or outside of your organization with Notification Management. 

Set Up Time-Sensitive Alerts
Enhance efficiency when you configure Notification Management to email contracts or invoices for review before they are due, and stay up to date with automatic email alerts for invoices or orders coming into your DocuWare file cabinet. 

Customize Your Email & Scheduling
Build automated emails how you want them: with or without attached documents, links to documents or file cabinets, organizational messaging or personal greetings. Also, set notifications to be sent immediately or on a daily, weekly or monthly schedule based on each particular project, employee or other criteria. 

Click to Watch the Notification Management Video

 


Enhance Document Security
Automatically transfer documents from your DocuWare document tray to a permanent location with the Document Tray Import module from StapleWare.

Route to File Cabinet or Windows Folder
Migrate scanned or imported documents from your DocuWare document tray to either a DocuWare file cabinet or Windows folder, where document movements can be tracked, permissions can be configured and accidentally deleted items can be recovered. Deleted document tray items cannot be recovered.

Auto-Import with Intelligent Indexing
Get more out of Intelligent Indexing when the Document Tray Import module automatically moves your 'Intelligently Indexed' documents into a specified file cabinet based on indexed data. Run module on a schedule and set Intelligent Indexing confidence level, so, for example, all level Green and Yellow documents are routed into a specified DocuWare file cabinet. 

Click to watch the Document Tray Import video