Document Operations
Turn scattered documents into one traceable flow.
Capture, classify, convert and archive documents with states, rules and full traceability.
Documents arrive in many formats and live in folders.
Case files, contracts and records arrive as PDFs, images and emails. Someone has to classify, convert and store each one.
Documents in multiple formats
Manual classification
No archive standard
No traceability
The workflow
- 1 Intake
- 2 Classify
- 3 Process
- 4 Archive
What is included
- Multi-format capture
- Automatic classification
- Conversion to standard formats
- Rules and approvals
- Archive and traceability
Inside the application
Documents flowing through intake, classification and archive with clear states.
States, rules and responsibilities
Every document moves through defined states with rules and owners.
- States: Received, Classified, Processing, Archived
- Rules: type, format and validation checks
- Responsibilities: reviewer and archiver per team
- Complete history of every document
Expected operational result
Documents are processed and archived consistently, with every step recorded.
Less manual handling
Uniform output
Full traceability
Adapted to your context
Configured to your document types, classification rules and archive structure.
- Your document types
- Your classification rules
- Your conversion settings
- Your archive structure
Integrations
- SharePoint / storage
- PDF conversion
- Automation tools
Progressive rollout
Diagnose
Map document types, sources and formats.
Configure
Adapt classification and conversion.
Launch
Process a first document set.
Expand
Add teams and more volumes.
Document Processing
Capture, classify, convert and archive documents with states, rules and full traceability.