Document Capture Software refers
to applications that provide the ability and feature set to automate the
process of scanning paper documents. Most scanning hardware,
both scanners and copiers, provides the basic ability to scan to any
number of image file formats,
including: PDF, TIFF, JPG, BMP, etc. This basic
functionality is augmented by document capture software, which can add
efficiency and standardization to the process.
Typical features
Typical features of
Document Capture Software include:
- Barcode recognition
- Patch Code recognition
- Separation
- Optical Character Recognition (OCR)
- Optical Mark Recognition (OMR)
- Quality Assurance
- Indexing
- Migration
Goal for
Implementation of a Document Capture Solution
The goal for
implementing a document capture solution is to reduce the amount of time spent
in the scanning and capture process, and produce metadata along with an image
file, and/or OCR text. This information is then migrated to a Document
Management or Enterprise Content Management system. These systems often provide
a search function, allowing search of the assets based on the produced
metadata, and then viewed using document imaging software
Document
Capture System Solutions – General
Integration with
Document Management System
ECM (Enterprise
Content management) and their DMS component (Document Management System) are
being adopted by many organizations as a corporate document management system
for all types of electronic files, e.g. MS word, PDF ... However, much of the
information held by organisations is on paper and this needs to be integrated
within the same document repository.
By converting paper
documents into digital format through scanning companies can convert paper into
image formats such as TIF and JPG and also extract valuable index information
or business data from the document using OCR technology. Digital documents and
associated metadata can easily be stored in the ECM in a variety of formats.
The most popular of these formats is PDF which not only provides an accurate
representation of the document but also allows all the OCR text in the document
to be stored behind the PDF image. This format is known as PDF with hidden text
or text-searchable PDF. This allows users to search for documents by using
keywords in the metadata fields or by searching the content of PDF files across
the repository.
Advantages of
scanning documents into a ECM/DMS
Information held on
paper is usually just as valuable to organisations as the electronic documents
that are generated internally. Often this information represents a large
proportion of the day to day correspondence with suppliers and customers.
Having the ability to manage and share this information internally through a
document management system such as SharePoint can improve collaboration between
departments or employees and also eliminate the risk of losing this information
through disasters such as floods or fire.
Organisations adopting
an ECM/DMS often implement electronic workflow which allows the information
held on paper to be included as part of an electronic business process and
incorporated into a customer record file along with other associated office
documents and emails. For business critical documents, such as purchase orders
and supplier invoices, digitising documents can help speed up business
transactions as well as reduce manual effort involved in keying data into
business systems, such as CRM, ERP and Accounting. Scanned invoices can also be
routed to managers for payment approval via email or an electronic workflow.
Document Capture
Software
There are many
document capture software providers that offer integration with ECM to varying
levels. Some providers offer a batch interface that simply drops images and
index data into a directory and relies on a batch upload utility to transfer
these documents into the ECM. Others offer a direct integration with some ECM
which allows documents and metadata to be exported into specific folders. A few
capture providers offer a very tightly integrated bi-directional interface with
some ECM, e.g.
- PSI:Capture from PSIGEN
- Prevalent Software's Quillix provides
flexible methods for capturing documents to SharePoint.
- ChronoScan Capture offers batch scanning with barcode
recognition and OCR, and direct export to SharePoint web services, it has
a free version for no commercial use
- Ephesoft offers an open
source software
version for document capture integrated with open source document
management products like Alfresco as well as commercial
ones.[4]*
- Librex from Corium provides intelligent
scan and capture and smart connectors to multiple systems like Alfresco,
SharePoint, Clara, COBA, Docuthèque, IntelliGID, SyGED, Ultima or simply
to a network folder. Librex offers a free version (limited page volume)
and an enterprise one.
- GScan Onlineoffered by
GRADIENT provides the ability to scan/document capture directly within
SharePoint On-Premises and Office 365 enabling Advanced Image processing,
OCR recognition, and fulltext searchable PDFs, whilst staying in the
Microsoft environment. GScan Online app is available as a free version
(limited user and page volume) via the Office Store. For more
high-volume desktop scanning, see GScan, and for mobile document capture on
the GO, see GScan Mobile.
Distributed Capture
Solutions
Distributed document
capture is a technology which allows the scanning of documents into a central
server through the use of individual capture stations. A variation of
distributed capture is thin-client document capture in which documents are
scanned into a central server through the use of web browser. One of these
web-based products was reviewed by AIIM. They said, "(this product) is a
thin-client distributed capture system that streamlines the process of
acquiring and creating documents." The streamlining is a result of several
factors including the lack of software which needs to be installed at every
scanning station and the variety of input sources from which documents can be
captured. This includes things like email, fax, or a watched folder.
Jeff Shuey, Director
of Business Development at Kodak, makes a distinction between distributed
capture and what he calls "remote" capture. In an article publishing
in AIIM, he said that the key difference between the
two is whether or not the information that is captured from scanning needs to
be sent to the centralized server. If, as he points out in his article, the
document just needs to be scanned and committed to aSharePoint system and doesn't need to be sent to
some other centralized server, this is just a remote capture situation.
There are Document
Capture Software comparisons available, featuring some of the most relevant
products (EMC Captiva, IBM Datacap, Artsyl Technologies or Ephesoft) and
extracting performance facts and their most relevant features.
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