Quick Fields 8
0 likes847 views
The document discusses Laserfiche Quick Fields, a tool that automates document capture and processing to enhance business efficiency by reducing manual data entry and errors. It enables organizations to quickly extract actionable information from various sources, integrate with existing systems, and optimize resource usage, ultimately saving time and costs. Quick Fields supports high-volume environments and provides automation features that improve the accuracy of data extraction while simplifying document management processes.
Quick Fields 8
- 1. Quick Fields ® Extract Value From Your Information Put the actionable information that’s locked away Learn More Inside in paper forms, faxes, electronic databases, legacy systems and software applications to work for you. ` Reduce labor-intensive, error-prone manual sorting and data entry With Laserfiche Quick Fields, you accelerate the flow of useful information in business operations, reducing ` Gain more control over labor costs and eliminating errors associated with capture processes with manual data entry—while empowering staff to use flexible configuration tools their time more productively. ` Integrate Quick Fields into existing business processes The result? You make information available faster, increase your return on investment and conserve resources by eliminating manual document processing.
- 2. Optimize Your Resource Usage The Quick Fields Process CAPTURE Capture Documents From: Laserfiche repositories ISIS, TWAIN, Kofax or specialized scanners Network folders Fax servers “With Quick Fields, our staff Cut down on costly can just throw a stack of manual scanning and indexing documents into the scanner Even with a document management system, data entry and filing can still be expensive. Manually Identify and Classify Documents Using: and the system will file them sorting paper and electronic documents for IDENTIFY Image data processing, then applying metadata and creating Barcodes and fill in the template fields folder structures to file them in, can often require Data from a third-party database Document contents automatically. It’s so quick full-time staff dedicated to electronic data entry and filing. Page size and easy! And it didn’t take Laserfiche Quick Fields transforms capture and much to get it in place, either.” indexing into an efficient process, helping you reclaim time and money for other important activities. Process Captured Images: PROCESS Chris Shinnick / MIS Coordinator / City of Buffalo, MN Image enhancement Designed for high-volume environments, Quick Image modification or deletion Fields’ production-level tools automatically Data extraction and validation capture precise pieces of information from paper Annotations / Stamps and electronic documents, turning unstructured information into a viable, actionable resource. By improving the speed and accuracy of repetitive manual processes, Quick Fields also helps you conserve staff time and IT resources. Review: REVIEW Image quality ` Capture Document content Pull the information you need from paper and Document name electronic documents, faxes, forms and third- Storage location party databases and applications, eliminating Field data ON Tags information silos. ` Identify Categorize and index documents without OFF labor-intensive pre-sorting. STORE Store Processed Documents in Laserfiche ` Process Use extracted information to fill in fields, apply stamps or annotations, or automatically create folder structures and file documents.
- 3. Capture the Power Add documents from both paper ` Read text from electronic documents to Capture Engines of Your Information and electronic sources into your quickly sort documents and extract information to fill out fields and create Scanning repository with capture tools folder paths. Accommodate your preferred hardware, designed to simplify repetitive including Kofax, TWAIN and other scanners. ` Capture and process documents in a processes. From automatically variety of electronic formats, including ScanConnect cleaning up scanned images for PDFs and Microsoft® Word® documents. Capture documents from ISIS scanners. improved text and data extraction ` Adjust to changing business conditions Universal Capture to automatically correcting scanning by reprocessing documents already in Transfer files from network directories, errors, Quick Fields provides the your Laserfiche repository. fax servers, multi-function peripherals and X-Ray, large-format and other specialized functionality you need to capture ` Schedule automated processing sessions scanners. information faster—and more around the clock, without requiring Laserfiche Capture Engine accurately. operator intervention. Pull documents, metadata and annotations directly from a Laserfiche repository for reprocessing. Capture Enhancement Tools OmniPage OCR Automatically pull searchable text from scanned documents. Zoom Fields Zero in on selected image areas so your scanner operator can quickly enter information or confirm that data was captured correctly. Image Enhancements Automatically clean up scanned images to improve OCR results with tools including line removal, color removal and smoothing, deskew, despeckling, auto-rotation and Quick Fields in Action resizing. Page Removal Bloss & Dillard Inc. used Quick Fields to dramatically reduce Discard blank pages or cover sheets based on page number and other sorting criteria. the costs of scanning 350,000 documents into their Laserfiche system. Automation with Quick Fields saved 20 minutes per policy and resulted in over $23,000 in saved labor costs. And since implementing Laserfiche, the firm has cut the amount of time necessary to issue a new policy from 10 days to three.
- 4. Identify and Classify Documents Without Manual Processing Manual sorting isn’t just time-consuming and error-prone— it’s also expensive. Quick Fields automatically identifies and sorts documents, enabling you to customize handling, processing and information capture for specific document types. Whether you recognize forms or documents based on page format or size, document contents or other characteristics, you eliminate the need for manual sorting and processing. With Quick Fields, you can easily manage multiple document classes in a single processing session, optimizing resources and improving processing speed. Classify documents using barcodes, fields, form identification or any characteristics that fit your “With Quick Fields, it’s pretty much a pass over the organization’s needs—Quick Fields automatically pulls the scanner and we’re done. Laserfiche saves us tons information you need from large batches of unsorted documents, of time and man-hours with just the few minutes it preventing costly errors and operational bottlenecks. You save time and resources, enabling staff to spend time on more takes to scan these documents. productive tasks. We’re not going home any earlier, we’re just doing more work in a day.” Melissa Garcia / Records Clerk / Paso Robles Police Department ` Identify and sort forms, customize ` Use iFilter technology to recognize information capture for specific forms and the text associated with electronic optimize the quality of scanned images. documents. ` Use document characteristics, contents ` Assign document types on the fly, or size to identify whether a page is the improving quality assurance and beginning of a new document. eliminating reprocessing.
- 5. Identify and Classify Documents Without Manual Processing Unprocessed Form Identify Application fety Check Building Sa City of Rose nt Cliff Fire Dep artme Bureau Form Identification OMR / Auto-OMR Fire Prevention 368 756 Recognize a document based on its Optical Mark Recognition (OMR) overall characteristics—even without detects checkmarks on surveys, tests distinguishing information such and ballots. Auto-OMR automatically DATE: 03/16/200 9 4545 Center Hills Road as barcodes. detects multiple zones for validation. : Jane Meyer SUBMITTED BY Information I. Facility/Site Processed Form Page Size Identification Barcode Plug-In ZIP: 90007 E: Office Saf ety Initiative CIT Y: Rose Cliff STATE: CA Identify document types based on Identify documents based on a variety PROJECT NAM d Center Hills Roa ADD RESS: 4545 page format or size. of barcodes, including 2D, Code 39, ner Informati on Code 128 and EAN 13 and 8. II. Property Ow PHONE: 562 986 4585 e Meyer ZIP: 90007 CONTACT: Jan STATE: CA f Management CITY: Rose Clif 30/200 6 COMPANY: TRS EXP. DATE: 06/ Road 5 Center Hills CLASS: 9999 ADDRESS: 454 30/2006 A4769298 EXP. DATE: 06/ STATE LIC #: LIC. #: A74 82384 CITY BUSINESS Form Alignment Zone OCR III. Work Detai ls OF WORK: Automatically reposition the Recognize document types based on DESCRIPTION of tanks Remove 500 0 gal tank document to match a master form, text extracted from designated areas of N: Tanks ( ) # TYPE OF PLA Above Ground Building/New Construction Buil ding/Tenant Improvemen ts correcting for scanning errors and a document. d Tanks (4) # of tanks RECEIVED Undergroun Spray Booth ( ) # of hea ds improving data extraction. MAY 15 2006 n Fire Alarm w Constructio Sprinkler/Ne /Fire Access Fire Hydrant Other ment nant Improve Sprinkler/Te ds ( ) # of hea sion System Fire Suppres Form Extractor Text and Token Identification Remove form outlines, isolating Use document contents—including data for more accurate capture. words and word patterns—to identify documents that require processing. Classify A B Document Classification Token Retriever and Collector Eliminate the need for manual Manage multiple document classes sorting by automatically classifying in a single processing session using D C multiple document types in a single information extracted from barcodes, processing session. Documents can be fields, header sheets or other classified using barcodes, fields, Form methods. Identification and a variety of other methods.
- 6. Categorize and Organize Unstructured Data Once you’ve sorted and identified your ` Improve the accuracy of newly captured information by comparing it with data from documents, Quick Fields enables you other applications. to automate the processes required to ` Use extracted data from barcodes, document get the most value from the information content and customizable areas of forms to “It just takes seconds for our front counter you’ve collected. Quick Fields extracts the precise pieces of information you need automatically name, index and assign metadata to documents, kick start a Workflow process or clerks to create batch header sheets with from paper forms, electronic documents interact with a Workflow already in process. barcodes, and Quick Fields does the rest.” and databases, then uses that information ` Support all Laserfiche 8 field types, including to categorize and organize unstructured multi-value fields and fields independent from Garth Bambling / Front Counter Supervisor / York County Clerk of Courts Office, PA templates. data. You increase your operating speed and effectiveness while reducing the time ` Conserve network bandwidth by automatically spent transferring information between transferring processed documents to the Laserfiche repository at scheduled intervals. applications. Quick Fields in Action The York County, PA, Clerk of Courts Quick Fields: Office uses Laserfiche to manage ` Pulls the case number from the state database. ` Extracts metadata and fills in fields. over 8,000 cases processed annually. ` Creates a folder structure. Staff create barcoded batch header ` Automatically sorts and files case documents. sheets, but Quick Fields does the Using Quick Fields, staff easily meet the goal of heavy lifting. scanning incoming files within four hours of receipt.
- 7. Categorize and Organize Unstructured Data Extract and Validate Data Barcode Plug-In Real-Time Lookup Read and extract data from a variety of Extract and validate metadata by barcodes, including 2D (Datamatrix and retrieving information from databases PDF417), Code 39, Code 128 and EAN 13 and third-party applications. and 8, both horizontally and vertically. Zone OCR Text-to-Token Conversion Populate fields, create document names Extract text from your documents and and make indexing decisions based on transform them into tokens for use in text extracted from designated areas of document indexing and naming. a document. Pattern Matching Field and Token Verification Use regular expressions to separate, Validate extracted data by comparing verify and correct specific phrases it to a database, completely eliminating from larger blocks of text captured by manual input and review. Zone OCR. Stamp and Annotate Processed Documents Bates Numbering Automatic and Fixed Annotations Automatically apply unique identifiers Automatically apply annotations— for evidentiary documents. including highlight, personal stamp, sticky note and redaction—to specified regions of a document. Permanent Stamps Permanently affix stamped text or images to processed documents.
- 8. Envision Better Business Processes Quick Fields 8 offers a range of new features Even More Functionality that’s Even Easier to Use to improve usability and enhance efficiency. Set up everything you need to get started with Quick Fields right out of the box. ` Preview Quick Fields’ various processing ` Guarantee consistency with automatic image options with tooltips including “before” and selection, image cycling and auto-selection of “after” images. data entry areas. ` Get the help you need—each process in Quick ` Simplify process configuration with a library Fields has a wizard to assist with configuration. of commonly used regular expressions. (Quick, Standard and Full Wizards are available to help you create a session or a document class, so whether you’re a novice or an experienced administrator, you can select exactly the amount of help you need.) ( Pop-up tooltips provide previews of various process options. ) Possibilities for Unlimited Expansion and Integration Customizable, Intuitive Interface Easily write custom processes and scripts to expand Quick Fields functionality From a totally redesigned user interface to improved usability, to fit your existing business processes—and work with your existing applications. Quick Fields 8 offers a completely new experience for the user. ` Write your own VB.Net and C# scripts as a ` Exchange data with outside databases and ` Simplify scanning configuration changes— ` Set keyboard shortcuts for commonly part of document class processing. applications to fully integrate Quick Fields including scanner functionality and folder used commands. into your business processes. selection—with updated toolbars. ` Run custom processes on an image or text ` Use screen real estate most effectively with component of a document in Quick Fields, ` Guarantee consistency with automatic image ` Hide, reorder and add constraints to fields movable panes, customizable toolbars and then return the adjusted image, text or tokens selection, image cycling and auto-selection in order to optimize data entry speed. collapsible menus. to Quick Fields for further processing. of data entry areas.
- 9. Quick Fields at Work From capture and processing to data extraction and validation, Quick Fields “We are constantly looking for efficiency gives you the tools to work faster, easier improvements. Like other government and more efficiently—in any industry. agencies, we are tasked with ‘doing more with less,’ and automating document sorting and indexing with Quick Fields is a big part of how we’re managing that.” Rosalind Collins / Deputy Commissioner of the Revenue / City of Charlottesville, VA Government Government agencies use ` Automate scanning and indexing of uniform documents, such as business Quick Fields to rapidly personal property returns. process application forms, property documents and ` Pull information from a third-party database and use it to create a folder public records, increasing structure, cross-check data entry or revenue generation and populate template fields. ensuring rapid staff access to ` Generate case folders from a CAD/ information while relieving RMS and populate index fields for case paper-related labor and documents—including lab reports, audio and video—to enable instant retrieval for storage costs. authorized law enforcement personnel.
- 10. Quick Fields at Work Financial Services “We simply attach the cover sheet to its Quick Fields provides flexible ` Use Zone OCR technology to read client corresponding billing record and Quick capture options to help financial account numbers and names on statements and automatically fill in matching template Fields does the rest. Along with our medical services organizations accelerate fields, then file them in the appropriate folder. billing system, Laserfiche is one of our core information sharing, improve workflow and promote profitable ` Access multiple third-party databases to applications. We would be hard-pressed to retrieve client information from appropriate operations. Depending on your business lines and automatically populate function without it.” each scanned document’s template fields infrastructure and business needs, with client demographic information. use Quick Fields to perform Matt Brown / Solutions Architect / JJ&R Medical Data Systems, Inc. central forms processing or ` Instantly create a folder structure, file documents in the appropriate folders and distribute processing to branch route files to designated staff for processing. offices or field representatives. “We love Quick Fields. There is really nothing out there like it. Healthcare We tend to track an above-average amount of investment detail, With Quick Fields, healthcare ` Use barcoded index sheets to so we need to have all of a client’s statements readily accessible, organizations capture all patient automatically scan, separate and index paper documents. with complete data. Quick Fields does that for us.” documents, extract template field data and automatically generate ` Fill in all necessary document metadata—such as the patient’s name, patient folders. In the back office, insurance number and other identifying Mark Berger / Principal / Berger Financial Group staff minimize manual data entry information—by extracting information from barcodes or document text. and related errors, while front office staff improve patient care ` Use document text to instantly file all with rapid access to information. documentation in the same folder, so staff can instantly access the information they need in order to process a claim.
- 11. About Laserfiche About Laserfiche Solutions Laserfiche Product Suite Laserfiche creates simple and elegant enterprise The Laserfiche system is designed to be straightforward content management (ECM) solutions that help to purchase, deploy, extend, administer and support. organizations run smarter. Since 1987, more Laserfiche solutions deploy quickly and easily scale to than 27,000 organizations worldwide—including accommodate both an increasing number of users and federal, state and local government agencies and high-volume repository growth. Fortune 1000 companies—have used Laserfiche software to streamline document, records and business process management. The Laserfiche ECM system is designed to give IT managers central control over their information laserfiche.com/rio infrastructure, including standards, security and auditing, while still offering business units Ì Enterprise content management the flexibility to react quickly to changing Ì Document imaging conditions. The Laserfiche product suite is built on top of Microsoft® technologies to simplify Ì DoD 5015.2-certified records management system administration, supports industry- Ì Business process management standard SQL and Oracle® platforms and features Ì Complete auditing and security controls a seamless integration with Microsoft Office® Ì Production-level document capture and processing applications and a two-way integration with Ì Unlimited Laserfiche servers to support backups, SharePoint®. failover clusters and testing environments laserfiche.com/avante Your Next Step Ì Document management To learn more about Laserfiche solutions or to Ì Business process management arrange a demonstration, call (800) 985-8533. Ì Optional Web client and Audit Trail tracking Also e-mail [email protected] or visit laserfiche.com/quickfields. Ì Optional DoD 5015.2-certified records management 3545 Long Beach Blvd. Long Beach, CA 90807 E-mail: [email protected] Phone: (562) 988-1688 Fax: (562) 988-1886 Internet: www.laserfiche.com ©2009 Laserfiche Laserfiche is a division of Compulink Management Center, Inc. Laserfiche is a registered trademark of Compulink Management Center, Inc. All other trademarks are properties of their respective companies. Due to continuing product development, products specifications and capabilities are subject to change without notice. Printed in the USA. Item No. 7609.