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