DocPoint Feature List
Document Management
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- Document version tracking and control.
- Folder views offer intuitive and flexible document organization
- Document tags allow easy classification and retrieval.
- Display document data, index fields, versions, attached documents, and meta information in an easy-to-use document profile card.
- Public and private folders can be set up to allow document sharing and ad hoc workflow.
- Move documents across folders.
- Rename documents and folders.
- Attach multiple documents to a document profile.
- Create templates for quick and standardized document creation.
Capture
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- Scan paper documents using TWAIN-protocol scanners and hybrid capture devices.
- Optical character recognition (OCR)
- Batch import of electronic documents and directories.
- Import documents and files using Windows Explorer.
- Archive files and electronic documents in native format (i.e. text, PDF, images, spreadsheets, movies and CAD drawings).
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- Tight integration with Microsoft Office applications – Word, Outlook, PowerPoint, Excel, and Outlook. A toolbar in Office applications allows quick document addition to DocPoint 14 .
- Mandatory metadata specification.
- Automatic metadata generation during batch scan process.
- Use file and folder information as input to importing process for automatic metadata generation.
- Automatic extraction of email message body, attachments, and metadata.
- Scan additional pages into existing documents.
- Remove blank pages while scanning.
- Image adjustments while scanning (remove noise, remove lines, crop, rotate, and perform other image cleanup).
- Convert files to archive images (PDF and TIFF) without printing and scanning.
- Document scanning separation identification.
Indexing
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- Assign database fields to documents and folder using Document Profile Cards (DPC).
- Define custom index templates for different document types.
- Document index properties according to predefined selection lists for standardized entries.
- Mandatory fields do not allow capturing documents without indexing information.
- Automatic data format conversion to specified format.
Storage
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- Configurable storage location on local or network volumes.
- Independent physical and logical storage hierarchy.
Search & Retrieval
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- Precise search and retrieval according to indexed data queries.
- Find terms in context using proximity search.
- Intersect index data queries to narrow results.
- Search using keywords.
- Limit search results to selected folders and topics.
Distribution & Collaboration
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- A uniform organization-wide portal for managing, searching, creating, and scanning files and documents.
- Multi-user network environment support.
- Export documents and folders.
- Integration with Microsoft Outlook.
- Integration with Microsoft Office (Word, Excel, and PowerPoint).
- Integration with Windows Explorer.
- Export document and folder metadata.
- Email documents and folders using DocPoint 14 .
- Email documents and folders in PDF format using DocPoint 14 (automatic conversion to PDF).
- Email links to documents and folders using DocPoint 14 .
- Remote access via the Internet.
Security
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- User access privileges determine the level of access granted or denied to particular documents or folders.
- Group access privileges determine the level of access granted or denied to particular documents or folders.
- Import access privileges determine rights to import documents.
- Export access privileges determine rights to export documents.
- Administrative functions require privilege rights.
Documentation
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- User manual
- Installation guide
