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A Few Minutes with ImageNow™ Department of Records Management

A Few Minutes with ImageNow™

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A Few Minutes with ImageNow™. Department of Records Management. What is ImageNow™. A document management software platform Virtual File Cabinet Links directly to a host application such as: PeopleSoft RMS ACT EMAS Workflow manager Allows documents to be routed to different employees - PowerPoint PPT Presentation

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Page 1: A Few Minutes with ImageNow™

A Few Minutes with ImageNow™Department of Records Management

Page 2: A Few Minutes with ImageNow™

What is ImageNow™

• A document management software platform– Virtual File Cabinet– Links directly to a host application such as:

• PeopleSoft• RMS• ACT• EMAS

• Workflow manager– Allows documents to be routed to different employees– Controls versions to eliminate duplicate copies

• Allows for easy destruction/deletion of documents– Contains a virtual “time clock” for retention and disposition– Matched up directly with University Records Retention Schedule

Page 3: A Few Minutes with ImageNow™

Desktop Application

• Loaded on the desktop

• Uses Campus Connection credentials

• Available as a Webapplication

Page 4: A Few Minutes with ImageNow™

Document

Basic Concepts

Document loaded in Scanner

Image imported into ImageNow

Paper copy is shredded

Page 5: A Few Minutes with ImageNow™

Capture Profile – Images Document

• Images can be created from:• Scanners• Existing files (W:\ drive, desktop, etc.)• Fax Machines & other peripherals

Page 6: A Few Minutes with ImageNow™

Quality Assurance – Multiple Options

All images can/should be reviewed for quality assurance• Catches scanning errors• Allows for easy re-scan/re-import

Page 7: A Few Minutes with ImageNow™

Batch – Ready for Linking

• Link to a host application• PeopleSoft, RMS, ACT, etc.• Open program with ImageNow, side-by-side

Page 8: A Few Minutes with ImageNow™

Link Document to Host Record

• Extracts key data elements from host program• Stores elements on the document in ImageNow

Page 9: A Few Minutes with ImageNow™

Linked Keys & Custom Properties

• Can use drop-down fields for ease in selection• Can store custom data fields

Page 10: A Few Minutes with ImageNow™

Search for Documents

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For More Information

Contact Department of Records Management

– Erin Vandenberg, Director of Records Management• [email protected]• X2-7941

– Todd Kleine, Assistant Director of Records Management• [email protected]• X2-7126