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In a nutshell what does documentINDEXER+ do?
• documentINDEXER+ is installed on its own Windows XP Class Desktop PC
• A workflow (there can be several running at one time) is watching a folder on the scanner PC
• Whenever a TIF file is completed/closed by the scanning software, documentINDEXER+ moves it to its work folder and processes it according to the rules of the workflow.
What are some of the workflow features that will process TIF documents?
• Automatically - A key zone (like an invoice #, patient SS#, etc) on the lead page of a batch of documents (now a multi-page TIF file) can be read either through OCR or through Bar Code
• Automatically - The data from the zone read can be compared with a database of the same data to determine if there is a correct match.
• Automatically - If there is a correct match, then several fields of other data that relate to the key zone is pulled back from the database source and associated with the TIF document image. (These "other" fields of data will become the index to search for the document later.)
• Automatically - If desired, documentINDEXER+ can transfer the TIF document image into a searchable PDF file or a non-searchable PDF - you pick.
• Automatically - documentINDEXER+ will save/publish the PDF (or TIF if PDF was not selected) to any LAN server or shared drive path using ANY folder path and file name structure you can create
• Automatically - Once saved/published, documentINDEXER+ will take the complete PATH of the document and the associated index data from the previous step and write all of that information to a table either in the same database the index data was pulled from or an entirely different database.
• Automatically - If chosen, documentINDEXER+ can save/publish the document files and index data to the WorldSoft Document Management LAN or WEB software. Now your documents are ready for anyone with the correct rights on the LAN or if Web to accomplish full content searches, collaborate with group project documents or search for archived documents.
• Your office can use the LookUp and Retrieval Desktop Tool that comes with documentINDEXER+ or if licensed, the WorldSoft Document Management LAN or WEB can be used by everyone who has rights with a lot more features and power.

The main function of documentINDEXER+ is indexing. documentINDEXER+ is “middleware” that resides within a Microsoft operating environment. Documents are captured from user defined Microsoft folders or Outlook email documents are processed through user defined indexing processes (manual, semi-automatic or automatic) and documents are published by documentINDEXER+ to a user defined Microsoft repository (Explorer, Access, or ODBC compliant databases). documentINDEXER+ is tightly integrated with Microsoft tools; such as, Outlook and Explorer. In addition, free software from Microsoft and Adobe, such as, Indexing Services, Windows Explorer, and the free downloadable Adobe Reader and PDF iFilter are used in conjunction with documentINDEXER+.

documentINDEXER+ brings to a small business document solution a lot of processing power for the price. With its "open" architecture by design and the leveraging of free or low cost technologies to perform sophisticated imaging functions provides significant value when compared to competing “locked-in” proprietary solutions. The features of documentINDEXER+ can be best leveraged when the documents and the databases allow for complete operator unattended, validated workflows that save considerable time and labor expense.

When documentINDEXER+ processing power is realized with the added value of distributing unlimited client-based search (inquiry) and document retrieval software program, the value price of documentINDEXER+ grows in the moment that is fully understood.

STANDARD OCR VERSION:
PROCESSES
• Workflow Loader- the ability to load a workflow based upon the “value” of any variable; such as, file name, folder name, etc (OCR result or Barcode data - available in OCR/BAR CODE Version)
• ODBC - AUTOMATIC Indexing with database lookup - this sophisticated component provides for user defined indexing fields, links with front end databases for validation and extraction, on-line document separation, filters and masks to refine data, etc. This component is the engine that drives this application. ALL VERSIONS EXCEPT the MANUAL VERSION have the ability to run automatic indexing, operator unattended, 24/7.
• Zone and full page OCR - zone OCR is very useful to create automated flows which preclude the need for manual indexing
• Full OCR can create searchable PDF’s - unlimited license
• Convert to PDF - a workflow would normally use tif as the captured (source) image format, because a tif image has superior image processing capabilities, and then convert the image to PDF after updating the metadata with the indexing data
• Convert PDF to TIF - this component is used when the "source" image is PDF; however, the designer wishes to take advantage of the tif processing features of documentINDEXER+
• TIF Image Enhancement (straighten, despec, split, rotate, etc)
• Metadata writer- Used when the captured (source) image format is PDF, this component is used to update the metadata with indexing information within the PDF file itself
• Imprinting
• OMR Processor (Optical Mark Processor, example recognizing marks on a ballot)
• Auto Orientation (This component can be used to automatically orient an image file to a portrait orientation.)
• Numeric ICR (Integer character recognition can be used to capture handwritten numeric data)
• Marked Processor (This component will imprint a bold “X” in the defined zone.)
• Capture Defined Zone (This component can be used to capture a defined zone and converted to a TIF or JPG image. Example: A signature area on a document)
PUBLISH
• Publish to Folder - create user defined folder/file structures using system and workflow variables created during the user defined workflow processes.
• Publish to Database - this component includes the Publish to Folder capability but also allows for writing to virtually any backend database via ODBC drivers
• Publish to TXT - creation of user defined .txt structures using accumulated workflow variables.
• PUBLISH TO KMS (or most any DMS)
• PUBLISH TO OPEN SOURCE: WorldSoft Document Management LAN or WEB (WSDM)
• Publish Indexes to metadata used by Microsoft Indexing or Adobe iFilter, if needed
• Documents stored on a user defined file structure and location reference associated with published index
RETRIEVAL
• Individual or multiple end users access the indexes to search, retrieve and view documents using an unlimited licensed retrieval tool distributed with documentINDEXER+. Can also use metadata as an index retrieval using free software tools from Microsoft or Adobe. Browser retreival is available through WorldSoft Document Management LAN or WEB (WSDM)

OCR / BAR CODE VERSION:
• Every feature from the STANDARD VERSION plus ...
• Bar code recognition - a choice of 1D or 2 D bar codes can be used for data gathering and document splitting logic. Bar Code separator sheets are almost 100% in multi-page document splitting and reading of any index values. Bar Codes are a real key to a document imaging process project success.

ADVANCED VERSION:
• Every feature from the STANDARD VERSION and
  the OCR / BAR CODE VERSION plus ...
• Forms Recognition (add-on module)- performs template matching, forms registration and OMR (optical mark reader).
• When combined with the Workflow Loader component of the STANDARD OCR VERSION, unrelated documents can be placed in a scanner and the software will process them automatically.

MANUAL VERSION: (THIS CURRENT PRODUCT SELECTION FEATURES)
• ONLY these features from the STANDARD VERSION: Indexing, OCR, Convert to PDF and Metadata Writer. The indexing and OCR "CAN NOT" ...
• PROCESS ANYTHING AUTOMATICALLY. (Thus MANUAL VERSION). ALL indexing of key values to validate are entered manually.
• Once the key value is entered manually and validated against the OBDC database, then other values can be pulled from the database source automatically and associated with the document. This data along with the key data can be published to another or same database on the back end of the process.
• The MANUAL Version can be used on a different PC than the PC where documentINDEXER+ Standard or OCR Barcode or the Advanced version is installed. Installed with another license of documentINDEXER+, the MANUAL Version can become an indexing station for exception handling for the main license of documentINDEXER+. There is a discount for multiple licenses of the MANUAL Version.

Availability: Usually ships the same business day

DOCUMENT INDEXING ARCHIVE SEARCH documentINDEXER+ SEMI-AUTO Version 3.1.52 UNLIMITED Users Search Retrieve
WSC-DOCINX-MANUAL

Regular Price: $595.00

SALE!: $350.00

THIS PRODUCT IS ORDERED THRU OUR STORE: MyPaperlessBusiness.COM - IF YOU HAVE OTHER ITEMS IN YOUR SHOPPING CART HERE AT iPaperlessOffice.com, THEN COMPLETE YOUR ORDER FIRST. COME BACK TO THIS PAGE AND CLICK ON THE ADD TO CART ABOVE AND ORDER THIS PRODUCT AT OUR OTHER STORE.

FEATURE HIGHLIGHTS
• Install on a Desktop class PC:
WSDM just needs a TCP/IP Address on your LAN in order to be accessed by users.
• Installation is Self-Contained:
WSDM has eveything it needs within its installation in order to operate as a Browser based application. Apache Web Server amd MySQL database are the underlying applications that support WSDM. Therefore, if you need to install it for an internal LAN only use or an external Internet use, it is ready to perform either way.
• Thin-Client, Browser Only User Application on their desktop
• Unlimited Users
• Up to 99 Different Web Groups - each having their own user community and search indexes and document files
• Group Interactive Sharing of Documents, Tasks, Events, Collaboration, Document Workflow Approval, E-Mail Notification
• Can be installed on Private LAN network - Users only need to use a Browser to access WSDM
• Can be installed on Public Internet web access - Users only need to use a Browser to access WSDM
• User login/password access
• Users can upload single documents, up to 10 documents, or an entire folder of 1,000's of documents
• Use documentINDEXER+ to upload documents: our automatic document search indexing software product, documentINDEXER+, has a built-in release process that will publish document search indexes and their associated documents (file names and storage path) directly into WSDM automatically! This way you streamline the business process of both automatically indexing the searching of your documents, converting scanned TIF images into searchable PDF files, and using an unlimited multi-user browser based thin-client document management application to find, share documents, collaborate, use document workflow approval and much more. Best yet do all of this without spending $10,000!
• My Desktop: A configurable desktop (opening screen) can display a calendar, task management, document management, bulletin board notices, and a list of newest files added to the library.
• CALENDAR: See a calendar of events for all users in group. Filter calendar by selectable event types.
• Task Management
• Task Management: Assign users within a group a task
• Task Management: Users report action taken on task
• Task Management: Display all group or single user tasks in a GANTT Chart
• Document Workflow (Document or Folder Level) (Optional Add-On):
• Document Workflow (Document Level): Assign a user to a document, give description of document task, user is e-mail notified about the document task
• Document Workflow (Document Level): User reports action taken on document task, document task assigner is e-mail notified of progress/action taken
• Document Workflow (Automatic Folder Level): Any file that comes into this type of folder is automatically assigned a document task and the user assigned the document task is e-mail notified automatically.
• Document Workflow (Approval): The document workflow used automatically at the folder level can be used in a series of approval processes among several group users.
• SEARCH FOR INFORMATION:
• FOLDER SEARCH: Use this function to search for and display only the target folder(s) needed. Very helpful when searching for a folder among hundreds of folders. Time saving feature especially using it on-line with an Internet connection.
• INDEX SEARCH: File Name, Title, Author, Description, plus content (if a DOC, TXT, XLS or searchable PDF file), Document Type, Revision Number, Notes, Creation Date, Revision Date, Upload Date or range of any of these dates
• FULL CONTENT SEARCH: Search for a word or group of words in any DOC, TXT, XLS, or searchable PDF file
• EXTERNAL DATABASE SEARCH: Can use this feature to search for documents related to a different MySQL database outside of the one used for WSDM
• FILE LEVEL FUNCTIONS
• DOWNLOAD:
Download the file to open or save to a folder on your local PC. Whatever the file type, the installed application software on the users PC is used to open and display the file.
• PROPERTIES:
Displays all relevant file information
• DELETE:
If user has the rights, delete the file
• APPEND PDF:
A user can append another PDF file to a PDF file already existing in WSDM
• CHECK OUT/CHECK IN:
Users with this permission have the ability to check out a file. While the file is checked out, other users have READ only rights to this file until it is checked in.
• REPLACE/EDIT:
Users with this permission can replace a file with a new file version or edit the file.
• WATCH FILE NOTIFICATION: Users can set a "watch file" command on any single file they deem important. Anyone who accesses this file for any reason the user "watching" this file will receive an e-mail notifying them of the file name, folder location, date/time of access, the user who accessed the file and what was the file operation used by this user on the file.
• ACCESS LOG:
WSDM keeps track of what user accessed any file. A log entry of file access is maintained for viewing.
• VERSION/HISTORY:
WSDM keeps a version history log on each file. The log tracks what user and what action was performed on the file.
• NOTES: Users within a group can attach/post notes to any file. These notes can be read by all users of the workgroup. The note content can be searched on by all users in the group.
• E-MAIL INFORMATION ON A DOCUMENT: Any user within a group can right click on a document and send anyone within the group an e-mail concerning that document. The content of that e-mail automatically becomes part of the stored notes about that document. The entire content of the e-mail then becomes searchable just like the contents of the note feature.
• WORKFLOW ADD/CHANGE:
Users with this permission can add or change a workflow at the document level. See more about document workflow above.

This product is designed to be used in conjunction WITH our product documentINDEXER+ OR can be used independently (as a stand alone product). WSDM's repository (where your document files are stored) can be automatically built by documentINDEXER+ or the user can upload single files, ten files at a time or a mass upload of all the files in a given folder (that the user creates - if they have the " user rights") or both.

If your need is to use the Repository (where files are stored) for functions such as workflow processing, collaboration, scheduling or task management then WSDM is the product for your office. You may need the ability to “check out” a file so that no one can change it, or you may require folder/file security, or file access reporting, then WSDM is a great product.

A key component of a Repository is the method of retrieval. You may prefer folder navigation. You may want to retrieve files by entering a “key word” (Content Management). Or, you may want to access a database by “indexes” or tags. Or, you may want to use all three retrieval options. Beside using the internal database (MySQL) that comes with WSDM, an external MySQL database can be set up for document retrieval from that source. Using an external database as a source can be useful if the goal is file archive/retrieval only (without any collaboration, task management, access logging, etc) from a LAN or WEB or BOTH.

You may prefer a client/server environment. Or, you may prefer a web based deployment. Or, you may want both. Again WorldSoft Document Management LAN or WEB is the product to choose.

WSDM is an aid to compliance with both the Sarbanes-Oxley Act of 2002 (SOX) and Health Insurance Portability and Accountability Act of 1996 (HIPPA). The implementation and use of WSDM does not imply full and complete compliance with either of these laws. However concerning document access control, document/file history audit trail and version control, WSDM does aid in compliance with this part of these laws.

For a complete review of the Sarbanes-Oxley Act of 2002 (SOX), please research the resources at this web site: http://thecaq.aicpa.org/Resources/Sarbanes+Oxley/

For a complete review of the Health Insurance Portability and Accountability Act of 1996 (HIPAA), please research the resources at this web site: http://www.cdc.gov/mmwr/preview/mmwrhtml/m2e411a1.htm

WorldSoft Document Management LAN or WEB brings on-line records management, document management, enterprise content management (ECM), to the small business user where it was price prohibitive before now.

The WSDM software is licensed for unlimited users LAN or WEB

A user login allows an administrator to establish security levels, access rights and user privileges.

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WSDM now includes Document Workflow as an optional Add-On Feature. Document Workflow can be added at the file level or automatic document processing workflows can be added at the folder level all with e-mail notification.

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This is the first screen following LOGIN. The sections can be moved (drag and drop) to each users preferred position. The sections to display (or not displayed) can be configured by the administrator globally.

A user can enter an EVENT into the calendar so that all members of the web group (project) can view all the scheduled events.

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A user may enter a TASK (with related data) so that all members of the web group (project) can VIEW the status of assigned tasks. A Gantt chart will be displayed.

Announcements can be entered that can seen by all authorized users of that web group (project).

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All authorized members of the web (project) group can VIEW from My Desktop the latest files that have been added to the site.

The WSDM administrator can create an unlimited number of web (project) groups. Each web (project) group can be customized and a unique security protocol can be applied. The WSDM can assign a user Administrator rights to a web group. Therefore, the WSDM Administrator can not only create an unlimited number of web groups, but also can assign an administrator to each web group.

The Library is the file storage area. Each web (project) group has a unique Library. An unlimited number of folders and subfolders can be created to assist in the organization of files.

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Each folder within the Library has options that may be applied. The options include: upload 1 file, Upload 10 files at once, create a new sub folder, edit a folder properties, delete the folder, cut a folder, mass import (any number of files imported, source files WILL NOT be delted, including sub-folders below the source target folder you are importing), mass capture (any number of files captured, source files WILL BE deleted, will created folders and sub-folders wihtin the WSDM repository ONLY if they are new, and add/edit a workflow at the folder level.

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Each file within the Library has options that may be applied. They include Download (open or save), Text Version (see a text version of the original document without downloading it - valid for TXT, DOC, Searchable PDF, XLS files), Edit file properties, Delete, Append PDF - if the file is a PDF file, you can use this command to append another page or pages to this PDF file dynamically on-line, Checkout, Replace/Edit with new version, Watch File (send email alerts if file changed), view Access log, view Version history, add Notes about the file - contents can be searched by group members, Send E-mail about the file - contents are added for group searches, add/edit Workflow at the file level.

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Each file maintains an audit trail of access by users. The log shows when and who accessed the file.

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Each file maintains a history of movement and revision showing who, what and when.

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File Notes can be added to any file by any user in the web/project group. The content of the notes can be viewed by any user within the group. The contents of the notes can be searched by group users as well.

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A document repository can contain hundreds if not thousands of folders. Expanding a document tree on-line can be a time consuming task and this is especially true depending on your Internet connection speed. Folder Search can solve this problem. You can target the particular folder you are looking for be using this search without having to use the entire folder tree to expand and find that same folder. Can be a huge time saver.

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Indexing data may be entered into each file manually. Or using a batch mode, WSDM is designed to be used in conjunction WITH our product documentINDEXER+ to automatically create the index used for INDEX SEARCH. The SQL based database engine provides efficient retrieval when an exact word or elements of a word (string) is entered for searching. Both Files Notes and E-mail content can be searched at the file level.

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The following file types can be searched by keyword or wildcard for content imbedded within the file: MS Word, MS Excel, searchable PDF’s and Text files. The search functionality extends to and includes the content of the file name.

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A specific document type may not require access history or version control. In that case, an external database (MySQL) is required. Files can be accessed by the client/server retrieval (LAN) or from the web (See below). It may be that you have an outside group wanting web access to document files but does not need the capability of collaboration, access history or version control. The External Database Search would fit perfect for such an application.

The External Database Search is designed to be used ONLY in conjunction WITH our product documentINDEXER+. The indexes for the external database will be automatically created and the files uploaded by documentINDEXER+ to the hosting PC where WSDM is installed through an ODBC connection.

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Availability: Usually ships the same business day

WSDM

$1,995.00