Auto File

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Softdocs Solutions Guide (pdf, 1.34 MB) Softdocs Solutions Guide

When scanning and filing documents, the majority of time is spent indexing—not scanning. With Auto File, scanned documents can be automatically filed by capturing index data from an ERP screen, eliminating the need for manual indexing. By capturing this information electronically, hundreds, if not thousands, of man hours can be saved on an annual basis.

Auto File in Action

Your institution can use Auto File to eliminate manual indexing across multiple departments—especially in Human Resources. New employees filling out employee paperwork and applying for benefits can produce a pile of documents to store in Doc e Scan. But rather than individually scanning these documents and typing the same information multiple times, Auto File allows you to scan them all at once, automatically applying data from your ERP screen as filing keys. The documents are filed under the employee's folder in Doc e Scan, easily searchable by name or ID in the future. Auto File takes the time—and headache—out of manual scanning and indexing.