Document capture software

Last updated

Document Capture Software refers to applications that provide the ability and feature set to automate the process of scanning paper documents or importing electronic documents, often for the purposes of feeding advanced document classification and data collection processes. [1] 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.

Contents

Typical Features

Typical features of Document Capture Software include:

Goal for Implementation of a Document Capture Solution

The goal for implementing a document capture solution is to reduce the amount of time spent scanning, separating, enhancing, organizing, classifying, normalizing, and collecting information from document collections, and to produce metadata along with an image/PDF file, and/or OCR text. This information is then migrated to a file share, FTP site, database, 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, organizations convert paper into image formats such as TIF, JPG, and PDF, 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 or a CMIS-compatible repository improves collaboration between departments or employees and also eliminates 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 helps 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.

Electronic Document Capture

In the earlier implementations of Document Capture Software, the technology focused solely on the digitization and capture of information from paper documents. Document images were acquired from document scanners via TWAIN/ISIS drivers. Only image-based file formats like TIF, JPG, and BMP were typically compatible with these solutions. But in recent years, as the volume of electronically-created documents and the number of proprietary file formats continues to increase at exponential rates, the need for handling documents existing in electronic formats has grown. The relevant document capture products have adapted to function with non-image file formats with the end-goal of creating a unified processing workflow capable of handling all incoming documents

The ability to import files from a variety of sources is one example of such adaptation. Importing documents from ECM/DMS software solutions, email servers, FTP, and EDI is now as much of a requirement of document capture software as is paper capture.

The normalization of output files to text-based PDF format is now another critical factor in long-term archival of proprietary electronic file formats. Normalization expands access and usage of files to users throughout the enterprise, rather than only those that created the original electronic file.

Related Research Articles

<span class="mw-page-title-main">Optical character recognition</span> Computer recognition of visual text

Optical character recognition or optical character reader (OCR) is the electronic or mechanical conversion of images of typed, handwritten or printed text into machine-encoded text, whether from a scanned document, a photo of a document, a scene photo or from subtitle text superimposed on an image.

A document management system (DMS) is usually a computerized system used to store, share, track and manage files or documents. Some systems include history tracking where a log of the various versions created and modified by different users is recorded. The term has some overlap with the concepts of content management systems. It is often viewed as a component of enterprise content management (ECM) systems and related to digital asset management, document imaging, workflow systems and records management systems.

<span class="mw-page-title-main">Image scanner</span> Device that optically scans images, printed text

An image scanner—often abbreviated to just scanner—is a device that optically scans images, printed text, handwriting or an object and converts it to a digital image. Commonly used in offices are variations of the desktop flatbed scanner where the document is placed on a glass window for scanning. Hand-held scanners, where the device is moved by hand, have evolved from text scanning "wands" to 3D scanners used for industrial design, reverse engineering, test and measurement, orthotics, gaming and other applications. Mechanically driven scanners that move the document are typically used for large-format documents, where a flatbed design would be impractical.

DjVu is a computer file format designed primarily to store scanned documents, especially those containing a combination of text, line drawings, indexed color images, and photographs. It uses technologies such as image layer separation of text and background/images, progressive loading, arithmetic coding, and lossy compression for bitonal (monochrome) images. This allows high-quality, readable images to be stored in a minimum of space, so that they can be made available on the web.

In library and archival science, digital preservation is a formal endeavor to ensure that digital information of continuing value remains accessible and usable. It involves planning, resource allocation, and application of preservation methods and technologies, and it combines policies, strategies and actions to ensure access to reformatted and "born-digital" content, regardless of the challenges of media failure and technological change. The goal of digital preservation is the accurate rendering of authenticated content over time. The Association for Library Collections and Technical Services Preservation and Reformatting Section of the American Library Association, defined digital preservation as combination of "policies, strategies and actions that ensure access to digital content over time." According to the Harrod's Librarian Glossary, digital preservation is the method of keeping digital material alive so that they remain usable as technological advances render original hardware and software specification obsolete.

Enterprise content management (ECM) extends the concept of content management by adding a timeline for each content item and, possibly, enforcing processes for its creation, approval, and distribution. Systems using ECM generally provide a secure repository for managed items, analog or digital. They also include one methods for importing content to bring manage new items, and several presentation methods to make items available for use. Although ECM content may be protected by digital rights management (DRM), it is not required. ECM is distinguished from general content management by its cognizance of the processes and procedures of the enterprise for which it is created.

DocuShare is a content management system developed by Xerox Corporation. DocuShare makes use of open standards and allows for managing content, integrating it with other business systems, and developing customized and packaged software applications.

The Extensible Metadata Platform (XMP) is an ISO standard, originally created by Adobe Systems Inc., for the creation, processing and interchange of standardized and custom metadata for digital documents and data sets.

PaperPort is commercial document management software published by Kofax, used for working with scanned documents. It uses a built-in optical character recognition to create files in searchable Portable Document Format (PDF); text in these files is indexed and can be searched for with appropriate software, such as Microsoft's Windows Search. Earlier versions of PaperPort used OmniPage to provide this function. It provides image editing tools for these files.

<span class="mw-page-title-main">Adobe LiveCycle</span> Java EE server software

Adobe LiveCycle Enterprise Suite (ES4) is a service-oriented architecture Java EE server software product from Adobe Systems used to build applications that automate a broad range of business processes for enterprises and government agencies. LiveCycle ES4 is an enterprise document and form platform that allows capturing and processing information, delivering personalized communications, and protecting and tracking sensitive information. It is used for purposes such as account opening, services, and benefits enrollment, correspondence management, requests for proposal processes, and other manual-based workflows. LiveCycle ES4 incorporates new features with a particular focus on mobile devices. LiveCycle applications also function in both online and offline environments. These capabilities are enabled through the use of Adobe Reader, HTML/PhoneGap, and Flash Player clients to reach desktop computers and mobile devices.

A paperless office is a work environment in which the use of paper is eliminated or greatly reduced. This is done by converting documents and other papers into digital form, a process known as digitization. Proponents claim that "going paperless" can save money, boost productivity, save space, make documentation and information sharing easier, keep personal information more secure, and help the environment. The concept can be extended to communications outside the office as well.

Documentum is an enterprise content management platform, now owned by OpenText, as well as the name of the software company that originally developed the technology. EMC acquired Documentum for US$1.7 billion in December, 2003. The Documentum platform was part of EMC's Enterprise Content Division (ECD) business unit, one of EMC's four operating divisions.

Sidecar files, also known as buddy files or connected files, are computer files that store data which is not supported by the format of a source file.

hOCR is an open standard of data representation for formatted text obtained from optical character recognition (OCR). The definition encodes text, style, layout information, recognition confidence metrics and other information using Extensible Markup Language (XML) in the form of Hypertext Markup Language (HTML) or XHTML.

Forms processing is a process by which one can capture information entered into data fields and convert it into an electronic format. This can be done manually or automatically, but the general process is that hard copy data is filled out by humans and then "captured" from their respective fields and entered into a database or other electronic format.

AnyDoc Software, founded in 1989 as Microsystems Technology, Inc., was a company based in Tampa, Florida that developed, sold, installed, and supported enterprise content management (ECM) software which captures data from scanned documents or images into machine-readable text for back-office applications and content/document management systems. The company’s flagship product, OCR for Forms debuted in 1991 after two years of product research and development. AnyDoc Software was purchased in 2013 by Hyland Software, which is best known for its document management and content services software, OnBase. AnyDoc users can find more information about their products on the AnyDoc Community Page.

<span class="mw-page-title-main">Digital mailroom</span> Automation of incoming mail processes

Digital mailroom is the automation of incoming mail processes. Using document scanning and document capture technologies, companies can digitise incoming mail and automate the classification and distribution of mail within the organization. Both paper and electronic mail (email) can be managed through the same process allowing companies to standardize their internal mail distribution procedures and adhere to company compliance policies.

Xena is open-source software for use in digital preservation. Xena is short for XML Electronic Normalising for Archives.

agorum core Enterprise content management software

agorum core is a free and open-source Enterprise Content Management system by agorum Software GmbH from Germany. One of the main features is the Document-Network-Share. With that the documents within the ECM are shown as a normal network share. So it is usable like any other fileserver, you can use any program, that is able to access a normal drive. From the users' view the benefit is, that everything is working like before.

<span class="mw-page-title-main">OCRFeeder</span>

OCRFeeder is an optical character recognition suite for GNOME, which also supports virtually any command-line OCR engine, such as CuneiForm, GOCR, Ocrad and Tesseract. It converts paper documents to digital document files and can serve to make them accessible to visually impaired users.

References

  1. "What is Document Capture? | Hyland". www.hyland.comhttps. Retrieved 2023-11-02.