- Capturing: Reading in documents using a scanner, or automatic read-in of directories
- Microsoft Office Integration: Documents and emails are sent to FileDirector by mouse-click, and evaluated there
- Mail Storage: Stores emails automatically in FileDirector
- Virtual Network Printer: Stores documents to FileDirector while you print them
FileDirector stores electronic documents as flexibly and quickly as paper documents. The particular format and source are not an issue. No matter what applications your business uses – with the help of our modules, you can very quickly create interfaces to FileDirector. FileDirector integrates out of the box with Microsoft Office and Windows Explorer, meaning that electronic documents can be sent and catalogued there with a click of the mouse. Information such as filenames and date are recorded by the software, along with the sender or subject-line of emails.
FileDirector offers the same powerful functions for paper documents too: one and the same application allows the user to store documents in electronic format and search for them. This means that users work at all times with a familiar application, regardless of whether they are searching or storing documents originally in digital or non-digital format – something that is a huge benefit in ease of use.
Scanning: FileDirector works with a wide range of scanners and input devices, since FileDirector is compatible with the ISIS and TWAIN industry standards.In addition, FileDirector provides a large number of integrated drivers for Canon and Plustek document scanners.
The content of designated document zones can be used to index documents. FileDirector recognises these zones automatically during scanning and evaluates the content using zone-based text recognition. This simplifies the time-consuming work of creating the index significantly. In addition, values such as time data or numerical fields can be recorded automatically.
The FileDirector WinClient is used both in storing and searching for documents. This means that only one application is required for both tasks. Freely-definable scan profiles simplify read-in, by having pre-sets matched to the respective input device or location. In addition, the profile contains information for storing particular document types and categories.
Not only can the WinClient generate documents, but it can also add new pages or replace existing ones.
Microsoft Office Integration: FileDirector integrates seamlessly into Microsoft Office products such as Word, Excel or Outlook. At the same time, the software also integrates with Windows Explorer, so that all commonly-used Windows functions can interact with FileDirector.
A mouse-click is all that’s needed to send documents to FileDirector. If the document is to be indexed immediately, information such as filename or creation date can be recorded automatically. If required, of course, field values can be added and the document content can be indexed using full text recognition.
Emails stored in Microsoft Outlook can be indexed fully automatically using the existing details such as recipient, sender or subject line. The content of emails, and even of their attachments, can also be input into the full text index.
Storing emails: Using MailStore, emails sent and received via an SMTP mail server can be automatically stored to FileDirector. The emails can be index by any of the header fields, such as the sender, recipient and the subject line. Even the body of the email can be saved to an index field. MailArchiver, new in FileDirector 3.2, allows emails from Microsoft Exchange mailboxes to be automatically stored to FileDirector. Each mailboxes Inbox, Sent Items and other selected folders can be stored and indexed by the email header fields.
In order to ensure that FileDirector only processes emails that were previously scanned by a virus scanner and spam filter, a priority for the MailStore process can be set.
Importing documents and data, integration of multifunction printers: FileDirector imports practically any imaginable data sources, working in combination with Windows clients and servers: the Client can import documents via a scan profile from any data source. This is advantageous, for example, if a scanner used jointly in a network (as is the case when a component in a multi-function device – MFD) stores data in a particular directory. The Client can similarly import documents whose index data is stored in a separate index file. Documents are saved in their original format.
Server-based, various functions are used to import files, files and index data, or just index data. In addition, spool data existing as text or XML file can be imported, the index data can be extracted and merged with an image or an XML template.
ImagePrinter: FileDirector ImagePrinter is a Windows printer driver allowing printing from any Windows application to FileDirector. The driver converts documents either into TIFF or JPEG files, depending on the content of the printed file.
Virtual network printer (VNP): The VNP converts printed data into image files and then saves them to a predefined directory. The data can be imported and archived from this directory using a schedule-based FileDirector service running in the background. As an example, accounting software can automatically send the print data at the same time as the normal print request to the VNP, without the user needing to arrange extra settings or even initiate a duplicate print request. Naturally, users can also print and archive directly via VNP, thereby saving paper. By setting up a number of VNPs, different data can be archived in different FileDirector cabinets and document types.
If forms with a standard format are being printed (such as invoices or delivery notes), the OCR function’s form recognition identifies the index data automatically.
Customised capturing process: FileDirector offers a wide range of development and integration tools. Using these, software developers can implement capturing options into many applications. It does not matter whether these are in-house solutions or applications from third-party providers, such as materials management or CAD software.