Content Enabled SearchSearch Content in Your Business Programs in One Click with Image XChange
Enhance daily productivity by instantly accessing stored documents in GlobalSearch®, while working within your existing business programs.
Features & Benefits
Users gain immediate access to stored contracts, invoices, receipts or any other type of multi-formatted document, without opening GlobalSearch.
Integrate seamlessly with everyday business applications, including Salesforce.com
Access stored documents instantly without leaving the program you are working in
Immediately address specific business requests, as soon as needed
Gain quick access to stored content, enabling more informed decision-making
How it Works
Image XChange pulls the information you need the moment you need it by searching the entire GlobalSearch system to match the selected data, greatly enhancing customer service without the need for complex technical integration.
Set a Search
Simply create a new search, or select any stored search within the GlobalSearch platform.
From within your business application, hover over the data you want to use and Image XChange will capture that information to run the search.
Within seconds, Image XChange automatically displays a list of all stored documents containing the searched content.
Where is Image XChange Used?
Featured Case Study:
- Financial ApplicationsSelect an invoice number within accounting applications, including QuickBooks® or Microsoft Dynamics®, and trigger Image XChange to locate all documentation related to that invoice, streamlining the three-way match.
- Customer Relationship Management (CRM)Initiate a search in your CRM system and Image XChange will find documentation to validate any current or outstanding tasks on a customer’s account, such as proof of delivery or purchase order.
- Electronic Medical Records (EMR)Hospital staff can instantly pull up and view a list of documents associated with a patient’s medical history – treatment notes, prescriptions, etc. – without leaving their desks or requesting assistance from another department.
- Human ResourcesInstantly pull up employee documentation, including W-2s or I-9 forms, insurance enrollment applications and benefits statements, for better visibility and management of the onboarding process.
GlobalSearch® Puts the Power of Accounting Accuracy in OTA Management’s Hands
KeyFree Indexing has proved extremely beneficial for OTA Management, streamlining data entry and cutting down on input errors to boost the overall efficiency of the company’s Accounting team. With just under 12,000 records digitally stored, OTA now saves over 260 hours annually on paper management tasks.