FileHold & Form Scanning - Part 1: SmartSoft Capture

Process scanned forms quickly and accurately with FileHold’s partner software, SmartSoft Capture. This first of two sessions will review the basic configuration and use of Capture to prepare for the export of information into FileHold.

[@etopsign8799]

Brilliant - I would like to understand if we can connect the scanner directly to SmartSoft / the documents will be picked up using watch folder settings to automatically fetch and later shortlisted as per individual Vendor template ?

[@Filehold]

Yes, you can scan directly. When you use "Scan" to add documents, it becomes the next in the queue to be processed. You would need to have the correct template preloaded for this to work. The Watched Folder function does not work from the scanner directly, you would scan to file first. The correct template would need to be preselected with the watched folder. Thanks for your question!

[@walidnazmifordigitization5204]

@@Filehold I'm happy to learn, Direct scanning can help fulfill prospect's requirement to reduce extensive dependency on manual work and transform them into a workflow using preloaded templets.

[@etopsign8799]

Similar to Auto-filling in FH - Is it possible to automatically push the scanned document without manually having to click the export button.

[@Filehold]

Capture works from a manual audit process, which means there is an opportunity to verfiy that metadata is correct - no accidental scanning of a "cl" as a "d" or "0" for "O". Once "export" is clicked, FileHold's Manage Import process can include auto-filing - so the export is the only manual action you will need to bring the document(s) into FileHold.