Effective Document Capture for SharePointAlistair Pugin

29 October 2016Durban, SA

#SPSDBN

Sponsors

House Keeping• Hashtag #SPSDBN• Prizes are at the end• SharePint for everyone after

prizes• Make sure your cards are

stamped• Podcast and Live Streaming via

2GuysAndSharePoint

</about.me>

2GuysAndSharePoint

www.facebook.com/alistairpugin

@AlistairPugin

za.linkedin.com/in/alistairpugin

alistairpugin.net

• Office Servers MVP• Nintex vTE• Chief Strategist: Microsoft Services• Been working with ECM Products since 2000• SharePoint Saturday South Africa• Regional Director for the Information Worker

Community in South Africa

2GuysandSharePoint

Session InfoMany organizations’ processes are still driven by paper based documents which provides a plethora of caveat’s for missing and uncontrolled documents. Paper invariably gets misplaces and or discarded which creates and auditing and find ability nightmare.

Session InfoThis session covers:

•    What products are available for document capture•    How to configure a proper document process•    What options there are for image cleanup, data validation, data extraction•    How OCR assists with recognition and automation

Consultants will be able to articulate the needs of companies’ still utilizing paper based processes more effectively and efficiently through the use of intelligent capture solutions

Session Index• Different Scanning Solutions available• What is Kofax Express?• Kofax Features• CaptureBites Add-ins• CaptureBites

Things to Consider for Document Capturing

- Real-time image display

- Indexing- Metadata- Search ability- OCR- Bar Codes- Export Connectors

Different Scanning Solutions available

Kofax Expressand

CaptureBites

What is Kofax Express?

Kofax Express™ is a powerful, all-in-one, easy-to-use, batch-oriented document scan application capable of high-speed scanning with real-time image display, indexing, and bar code detection.

What is Kofax Express?• Unlimited volume production batch scanning software

o Supports > 200 Scannero Low to high volume production

scanningo Imports Images

• Includes:o VRSo Document Separationo Automatic Indexing o PDF Super Compressiono Full Text Searchable PDFo Export to Back-Ends

VRS Image Analysis and Enhancements

4 Enhance Faint Text

3 Black Border Removal & Crop to Size

5 Background Removal

1 Auto-Rotate6 Punch Hole Removal

2 Deskew

7 Delete Blanks

Automatic Document Separation

Bar Code Indexing

Database Lookup

SCBE000995_01Service Nr.

Search related information in Database…

SCBE000995_01Service Nr.

CB Bank Inc.Customer

BrusselsCity

Network ScannerDevice Type

SF300PModel

Rubber Band OCR

Super CompressionColor with the size of B&W

• Optimized for business color• Standard PDF or PDF/A

Searchable PDF and PDF/A

• Search on any text with standard PDF viewer

Scan, QC, Index and Export with Separate Stations

Scan

Scan

Quality Controlwith VRS after Scanning

Indexing

Export(Searchable PDF OCR-ized PDF)

Jobs, Batches and Scanner Profiles are shared by all stations. Any of the stations can be configured as the server and no separate server is required.

CaptureBites adds value to Kofax Express

AutoBites

Automatic Import, Processing and Export

MetaTool

Intelligent Separation, Extraction, Validation

Export

SharePoint OnlineEmailFTPAlfrescoEtc.

MetaTool Functions

Scan Separate Edit Images Extract Validate Export

Some examples of intelligent floating data extraction

Find the highest amount and format it consistently 2.946,83 -> 2946,832,946.829 -> 2946,83

Find VAT Number anywhere on the page, also in vertical text, and ignore own VAT Number

Find dates anywhere in multiple formats, such as:26/06/201426/6/201426 JUN 2014and convert dates to a standard format for consistent output

Only look for amounts on lines containing keywords such as Total, Valor a debitar, Amount,…

Lookup additional vendor data in an external DB.Lookups via multiple ways such as via VAT#, Name, City etc.

Calculate values: e.g. Total without VAT = Total / 1.21

Advanced ValidationOnly appears when data is wrong

Single click OCRClick top left of a number or word to instantly enter it in the current field.

Multi-way database lookup

Enter dates in short format like 6/6/14 and convert it to 06/06/2014 automatically

Interpret both . and , as decimals and convert to , or . for consistency

Only look at invalid fields and skip all valid documents

Use Quick Choice fields, multi-line fields, lookup data in SharePoint lists, etc.

Instead of using validation, export invalid documents to a different destination

Use this in combination with AutoBites for unattended processing.

Intelligent Document Separation

• Separate based on keywords on the first or last page

• Flexible rules based configuration

• Test rules on current batch with a single click

Tools to clean, erase, crop and anonymize (redact)

Cleanup edge tool with auto detection of background color

“Anonymize” documents to hide sensitive info with background color or solid color

Clip and export images in multiple segments

• Use conditional rules too Only export

when there is a photo, bar code, specific text or check box.

o Export blank photo’s to another destination

Signature & Mark Detection

• Configure black level directly from sample images

• Define custom values for true and false

• Use drop-out to get rid of lines on color forms

• Combine with quick choice fields in Validation

AutoBites automates Kofax Express for unattended processing

Documents are scanned to folders per document type:• Invoices\• Purchase Orders\• Contracts\

Unattended Kofax Express with AutoBites

• Fully automates import, processing and export of images and automatically :

• enhances images with VRS• reads bar codes• separates documents• super compresses and OCRs images• combine with MetaTool for unattended intelligent data

extraction

Auto Job SwitchingDevice agnostic – Works with any device that can scan to a folder

Devices Scan to Watched AutoBites Sub Folders per Job

W:\ AutoBites Watched Folder

\ Invoices

AutoBites automatically switches Kofax Express to a different job per sub folder and automates import, processing and export

C:\ Kofax Express Invoices Job

\ Contracts

\ Delivery Notes

C:\ Kofax Express Contracts Job

C:\ Kofax Express Deliveries Job

Export Connectors

Alfresco Xerox DocuShare

Database

Folders

Email IBM OnDemand

SAP R/3

OpenText Content Server

SharePoint Server & Online

FTP, SFTP & FTPS

Pricing Model

• Same level system as Kofax Express:o Desktop, Workgroup, Workstation, LVP, MVP, HVP, SHVPo +20% 1st year software maintenanceo No page limito License never expireso AutoBites / FolderScan Import speed changes depending on

level: Desktop = 30ipm, Workgroup & Worstation = 60ipm, LVP = 90ipm, MVP = 120 ipm, HVP = 150 ipm, SHVP unlimited ipm (depends on PC’s speed)

www.capturebites.com

Special Products

Multi-Export

Digital Imprinter

Booklet Splitter

Folded Form Splitter

Report Generator

Bar Code Generator

MacroExecute commands before or after export

CommanderIntegrate Kofax Express in your software

Scan Supporting Documents

Create Installer ToolCreate your own installer to deploy pre-configured jobs, profiles, lookup databases etc.

Questions

Thank You