Introduction

Manually copying and entering image metadata to databases and forms?
Needing to automate your information capture and extraction processes?
Looking to share image information with the rest of the enterprise?

• It's something we have all had to deal with time and again: transferring data from documents to computer applications makes up a significant share of day-to-day office work. Whether it’s completing forms on the Web, typing data into an ERP application, indexing documents into an archiving system, or entering the content of a customer transaction into a CRM system – the time of highly qualified employees is frequently spent on menial activities. Not only does that result in unnecessary costs, it's also a source of frustration for employees.

• Organizations are processing ever increasing volumes of document images daily to manage and grow their business. Manual data processing of images can be labor intensive and costly, affecting speed and efficiency. Customers are looking for solutions that allow easy manipulation of text and information.

• Using OCR software to extract the metadata from document images for indexing has been successful in reducing problems with manual processing. KeyFree easily analyzes and extracts metadata text from images using OCR software to populate line of business applications, Web forms and Microsoft Windows application forms for indexing, enterprise search and workflow's.


What Is It?
• KeyFree, a best-of-breed product leveraging the Captaris SingleClick Entry product, which gives users the ability to capture, extract and index information from document images and quickly populate SmartSearch with the selected data. So rather than keying off of the image, the data entry user simply clicks on the word within the image they want to capture and the field is dynamically populated into the SmartSearch field. Data entry key-from-image has now been replaced with “key free” indexing by simply clicking the word on the image.

• Once data is extracted and populated to SmartSearch, a business process is typically started, which may include data exchange with a core business application.

“KeyFree Indexing will revolutionize the way SmartSearch® users file documents electronically, especially non-structured documents like vendor invoices or sales orders,” said Stephen Young, President and CEO of Square 9 Softworks.

“KeyFree Indexing dramatically reduces the time and effort needed to index documents, resulting in lower costs and a greater return on investment for our customers.”

Target Market
From small businesses to the Fortune 500, organizations that rely on document-intensive processes use SmartSearch to manage documents electronically and streamline their workflow as they eliminate inefficient paper-based filing systems.

This unique software solution is ideal for businesses such as law offices, physician practices, accounting firms, trucking companies and mortgage and title companies that are looking for a cost-effective way to eliminate their paper-based filing systems.

How Does It Work?
• Whenever a form or dialog box requires input from a document, users temporarily switch from their application to the KeyFree document window. There, users are guided through the input fields of their application by the Navigator, a small information box attached to their mouse cursor. The user points to the required information, clicks once, and KeyFree transfers the data to the appropriate field in the application. The user will initiate the KeyFree indexing feature by simply selecting the KeyFree button on the SmartSearch toolbar ribbon.

• Once the last input field has been reached, users are automatically returned to their application. Small but effective features help users to locate the needed information in the document quickly and efficiently.

• KeyFree works with a variety of document formats and can be easily adapted to new applications.

Benefits
• View document images received from various import systems such as MFP's, scanners and faxes
• Image collaboration and information parsing solutions help ease the pain of managing manual processes
• Analyze and extract metadata text from document images using OCR software
• Populate line of business applications, Web forms and Microsoft Windows application forms for indexing, enterprise search and retrieval
• Enables automated routing or repository insertion
• Quick recognition allows automated information collaboration and workflow

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business applications

 

Key Points
• Revolutionary way of data entry
• No more keying from image, but rather converting the dumb image into an intelligent data source
• OCR-powered data input for unstructured documents
• Data transfer with one simple click
• Highlighting of important information on the original document
• Comes with integrated support for Microsoft Excel,
SAP®, Microsoft SharePoint® and web forms
• Fast and easy installation
• Supports TIFF and PDF
• Increased accuracy and efficiency

Target Business Processes
• Accounts payable
• Healthcare patient claims
• Transportation
• Legal
• Healthcare



smart search