So you want to be able to scan, index process and archive your documents?

An appropriately configured WorkOptima solution is an excellent choice. Here is why;

Capture

With WorkOptima, open the 100% web based document capture tools. Select to either import documents from a hard drive where you previously scanned them or select scanner and have the interface load your scanner settings and start scanning. No extra software to install or manage, all web based.

While scanning select to optionally read bar codes, and split the batches or manually use the page sorter to rearrange the pages, add more pages and correct any scanner miss-feeds. Once all the pages have been assembled into documents, click the indexing button and provide the required document information. 

Either type the information into the preset index fields of your choice or use the zonal OCR feature to dynamically capture index information, saving many keystrokes.

WorkOptima, indexing is very easy to use, fast, powerful and flexible.

Workflow

Once all documents have been captured, have various users assigned to the appropriate workflow queues so that they can continue with processing documents. This could include transferring information into another system, billing items from the documents or any other workflow steps that you require. 

Using the built in tools it is easy to ensure that electronic documents work just like paper documents only much easier and faster. 

The workflow engine is completely configurable by you. Easily make adjustments to the process flow, determine what is mandatory and what the rules are in your company for processing documents.

Archival & Retrieval

Of course any imaging system has to provide quick access to locate information when required. The built in easy to use search features make it quick and simple to locate documents many months even years later. Again with just a few clicks any document is available.

Integrations

Where you use WorkOptima alongside an other system, use the built in WorkLink feature to launch the viewer and documents right within the “other” system reducing keystrokes and giving your users the feeling that they are working in a single integrated and cohesive solution.

WorkOptima also allows for the easy capture of emails and third party images (perhaps you have images coming from field workers from via mobile phone?). 

Connections to other databases via web services is also possible. Using WorkOptima you can easily read and write data to and from other existing solutions. 

WorkOptima easily becomes an integral part of the tools you are using today, rather than another system that you have to learn and remember to use. 

Expandable 

Know that WorkOptima is infinitely expandable. Being a totally hosted solution you only pay for what you use and don't spend thousands up-front buying software, databases and file servers. Know too, that all workflow steps, index information and automation points can be configured by you and the solution can be continually enhanced to adapt to your changing business needs.

Adoption 

Since the solution is highly configurable, and all data captured and process flows can be setup to mimic flows that you use today (or better if you wish), the WorkOptimathe solution is easy to implement and can be used to provide an immediate productivity gain, rather than taking months and months of system architecture and custom coding to make work - we know who you are!