Forms Automation

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Automate the processing of your forms

- Scan paper forms using office copiers or scanners or import electronic ones
- Validate the automatically extracted data
- Export forms, attachments and the captured data into DMS

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Key benefits

• Save time and money on form processing
• Scan documents quickly using multi-function office copiers

• Reduction of error-prone manual data input

• Powerful template-based recognition
• Easy validation with unique verification tools
• Flexible distributed architecture
• Export indexed data to any ECM or database
• Export original forms to any DMS

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Key features of the solution

Intelligent form identification

Capture forms of all formats, irrespective of their size, layout or content. The indexing is based on barcode, 2D barcode and OCR recognition technologies and extensively uses key elements such as patterns, graphical elements, backgrounds, etc.

The system further uses intelligent technologies to identify the form types and launch their processing in the system. Thanks to exclusive cleanup operations and geometrical calculations, even non-perfect or distorted images can be easily identified

Powerful template-based recognition
The whole series of recognition technologies include unbeatable engines for: typewritten characters (OCR), hand-printed data (ICR), barcodes (BCR), marks in check boxes (OMR), and any other graphical zones.

Automatic processing of flexible forms
Documents with variations in layout, data font, languages and graphical elements, the so-called "flexible forms", are automatically processed as a whole in the system using OCR technology and artificial intelligence algorithms.

Data and form export
The export of the data into your ECM database is easily achieved. All in all, connections to platforms such as Oracle, SQL, Access, FoxPro, Firebird and others are available.
While it supports the creation of index files in CSV or XML formats, form images can also be exported into your Document Management System in TIFF or JPEG formats (other formats such as PDF, compressed PDF, etc. are available as options).

What are the main processing steps?

• Reception: Your forms are scanned (paper) or imported (electronic)

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• Encoding: Your forms key data (amounts, references, phone numbers, checked boxes, presence of a signature, etc.) are automatically extracted

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• Correction: The software indicates to the operator the forms where validation rules are not respected.

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• Validation: The validated information is exported in XML or CSV and ready to be used in other applications.

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• Distribution: Once validated, your forms are exported. A large number of special connectors are available for integration with popular ECM databases and content management applications such as Oracle, SQL, Access, FoxPro, Firebird, MS Dynamics CRM, SharePoint, etc.

In only a few minutes, your forms data is directly incorporated into your company’s systems for further processing and analysis.