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Archive for the ‘Doc e Serve’ Category

Customer Stories: K-12 and Higher Education

Tuesday, March 13th, 2012

Before Softdocs, many schools spent excessive amounts of time dealing with paper—forms for this, documents for that. So much time was spent physically handling moving documents, making copies and tracking a document’s history and location, that little time was left for other pressing tasks.

The following scenarios will take you behind-the-scenes with 4 institutions whose day-to-day tasks changed dramatically after using our paperless solutions.

THEN

Cabrillo College, Santa Cruz, CA
Over 15,000 students enrolled
Customer for 2 years
It wasn’t uncommon for the financial aid office at Cabrillo College to spend 5-6 hours a day managing incoming and outgoing mail. Since 10,000 students apply for aid each year, Cabrillo was always trying to keep up, but still falling behind.

Florence School District One, Florence, SC
Over 20 schools in the district
Customer for 12 years
The accounts payable department at Florence School District One was used to having a large backlog of paper, all overdue to be filed. On average, around 600 invoices were processed each week.

Stevenson University, Stevenson, MD
4,000 students enrolled
Customer for 6 years
Stevenson University ran out of physical storage space for their documents.

Originally, these issues were solved by adding another campus located seven miles away. But when the admissions department moved to the new campus, those same seven miles inhibited their productivity and dragged out approval processes even more.

Bulloch County Schools, Statesboro, GA
9,500 students enrolled
1,425 employees
Customer for 8 years
Bulloch County Schools needed a better way to manage important documents within their business processes—documents for applicants, new hires and employees.

Going through hundreds of applications “was such an intensive process that completely disrupted our daily tasks,” said Kevin Judy, Bulloch’s assistant superintendent for human resources.

NOW

Cabrillo College
Doc e Fill, Softdocs e-forms and workflow solution, digitizes every paper-based form that Cabrillo’s students need to fill out for financial aid.

“When you’re processing and reviewing hundreds of forms each day, it already takes awhile for a student to receive their aid…an incomplete form just delays that even more. But with Doc e Fill we can make it so a form cannot be submitted until the student has filled out all of the necessary fields,” said Lena Mason, Cabrillo’s financial aid technology specialist.

Florence School District One
“We’ve eliminated unnecessary phone calls, emails, paper going back and forth, AP deadlines…checks can be cut the same day now,” said Donna Bethea, Florence One’s director of data services.

Florence One now pays invoices faster and the schools maintain positive relationships with their vendors.

Stevenson University
“Workflow has changed everything because we now have the information we need at our fingertips,” Tracy Bolt said.

By adding Doc e Serve and Doc e Scan, Stevenson has increased productivity by eliminating filing cabinets and the need to drive miles away to find documents. They have also minimized spending by electronically filing documents instead of printing them.

Bulloch County Schools
Now, applicants can complete their forms and submit necessary documents online, and HR can use SoftApp’s reporting tools to review and compare multiple applicant portfolios at once. They are also working with the Softdocs professional services team to automatically file an applicant’s documents into a new employee folder within Doc e Scan once they are hired.

Which scenarios relate to you? We want it to be the latter, so contact us today for more information.

Read the full stories on how these institutions went paperless with Softdocs, including the triumphs and challenges:
Cabrillo College
Florence School District One
Stevenson University
Bulloch County Schools

Unique Customer Processes: Georgetown County Schools

Wednesday, August 11th, 2010

Softdocs is constantly going above and beyond our customers’ expectations by creating new solutions to make their unique processes simpler. And though these solutions begin as client-tailored add-ons to our products, once created they become available to all our clients. Our development manager Carvel sheds the light this week on a solution we created for Georgetown County Schools: a way to digitally request a lost AP or Payroll check through Doc e Fill, re-process it with Doc e Serve and archive the new check with Doc e Scan.

When a check is reported lost, a user will be able to open Doc e Fill and in the document library, select either A/P Manual Check Request or Payroll Manual Check Request from the list of forms. They will fill out the information on the form (New Check Number will not be available for them to enter), and send to the appropriate person for approval. When the request is reviewed and approved, the user selects Archive in the Destination drop down and clicks send.  Two things happen: First, the Check Request Fill form is set to go into Doc e Scan.  Second, the data from the form is loaded into a CSV file and placed in the Doc e Serve Monitor directory.

Doc e Serve will see the file in the monitor directory and process the manual check. One copy will print without signatures, in addition to a filled out file copy.  The image of the check will then go into Doc e Scan to be filed. The check request will file in AP with the new check number and for payroll it will file under the employee’s SSN as a new check.

Want to know more or want to implement this process in your institution? Contact a Softdocs representative.

Disaster Recovery: Restoring Your Doc e Serve Application

Wednesday, July 14th, 2010

Our Doc e Serve Supervisor Kipp continues our disaster recovery series this week with tips and information on restoring Doc e Serve.

Like Doc e Scan, Doc e Serve needs two components for backup:  the file archive and system databases.  The file archive can be broken down into 3 sub categories: completed, pending and passthrough.  The completed files are the most important for a successful Doc e Serve backup.

Completed files are those that have been processed and delivered (by print, fax, email, etc.) through Doc e Serve and are used for reprints.  This category archives both the Job’s original data file and processed file.  Roughly 95% of our clients have a completed folder created for each Job type within Doc e Serve, which can be set to archive these files for anywhere from 0 days to forever.  However, some of our older Doc e Serve systems will only be able to save for up to 999 days.  To keep from losing any important files, the completed folders should be backed up at a minimum of every 2-3 months for recovery purposes.  Once Doc e Serve has purged the expired files, they will not be available for reprint without the original data file.

To find the completed folders, log into Doc e Serve, select a Job and click on either of the Completed Input or Completed Output buttons.  When selected, the top left screen will display a tree showing the location of the folder for the selected Job.  You can select different Jobs to find each of their completed Job folders.

The other items needed for Doc e Serve backup are the system databases.  The most important of these is named “Doc e Serve Info.mdb”, which houses all of the template information in one location. Other important databases include “Doc e Serve Log.mdb”, “Completed Jobs.mdb”, and “Job Template.mdb”.  All of these databases can be found in the “\Doc e Serve\System” folder.  Without one of these databases, Doc e Serve will not be able to run properly.

To guarantee that a database is not missed when backing up Doc e Serve, the entire system folder is recommended for backup.  By doing this, the backup will be able to restore the different graphics used on the templates. This process will also make a secondary backup of each Job template by backing up the DSI Files and Graphics folders.  The system folder should have a backup made at least once a month, though we recommend a full backup once a week in the case of a mid-month crash.

As long as the completed folders and the “Doc e Serve\System” folder are covered in the backup process, Doc e Serve will have all of the necessary files to recover from a crash.

For more information, please contact Softdocs support.

Troubleshooting for Doc e Serve Printing

Wednesday, June 23rd, 2010

Are you having trouble printing your documents through Doc e Serve? Here are some quick troubleshooting tips from Rocky, our client services manager:

Check the printer.

Check the printer screen for any messages (ex. “Please insert MICR cartridge), check paper trays for stock or jams and ensure the printer is online and ready to print.

Check the computer.

On your My Computer screen, make sure your mapped drive does not have a red “X” on it, signifying a disconnection. If it does, double-click the drive to reconnect.

Under your Control Panel’s Printers and Faxes tab, right-click the print and uncheck “Pause Printing” or “Use Printer Offline,” if checked.

*NOTE: In XP and Server 2003, the menu should read “Use Printer Offline” without a check. If “Use Printer Online” is displayed, click to change.

Print a test page from your computer. After placing paper in each tray, right-click the printer and select Properties, then “Print Test Page.” If the test page does not print, contact your network administrator to resolve the issue.

If the test page does not print, proceed to the next step.

Check Doc e Serve.

Open Doc e Serve’s Manage panel and click on Passthroughs. If the approximate time you sent your file to Doc e Serve is listed in the “passthrough.txt” file, contact Softdocs Technical Support.

If the appropriate timestamp is not listed, there may be a problem with the file. Open the Process panel and ensure the Delayed Processing Mode is unchecked. Uncheck any options under “Suppress with Print Job” as well. Your file should then be under the Pending Output button within the Manage panel.

If it still not there, check the option under the Process panel to “Disregard errors, print anyway.” Your file should then be under the Pending Input button within the Manage panel and will need to be processed.

If you are printing MICR checks and the above has not worked, the problem is usually with the signature disk, often located on a floppy disk, CD or USB drive. Ensure that you can navigate to the floppy disk or CD through your My Computer screen. If it is located on a USB drive, the drive’s password may need to be re-entered.

If this did not solve your problem, please contact Softdocs Technical Support.

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