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CONTENT CATEGORIZING IN ALFRESCO FOR EASE OF ACCESS

Rapidly add properties to documents in Alfresco so you can find them later.

Let us help you with the clutter

Clearing your desk may sound delightful, but turning a paper mound of documents into an electronic mound of documents is not a complete solution if it is still difficult to find the information you need once it is digitized. And maybe you know your organization scheme well, perhaps other departments or even your team members don’t, and therefore they can’t find the information even though it’s in Alfresco somewhere.

By adding additional properties to the electronic copies, documents such as invoices, receipts, or purchase orders can be easily found by you and your teams using the information you care about the most.

Each document type can be tailored to have their own fields and security properties. Whether scanned, via email, or through a shared network, it doesn’t matter how a document is loaded into Alfresco, adding properties helps you stay organized.

Document Indexing Module – No dual screen? No problem!

Content categorizing makes it easier to find and access your Alfresco documents, but doing so is a manual task that requires its fair share of time and resources.

Our Document Indexing Module for Alfresco can reduce the number of clicks needed to add properties, or metadata to your Alfresco documents. This module, which improves existing out-of-the-box functionality, displays the document preview and property editing view side-by-side so data can be easily referenced and populated.

Reduce Data Entry Tasks to a Few Clicks

Document Indexing Module Queues Dropdown

Stay Focused

Save time and reduce the risk of (often costly) errors by eliminating the need to toggle between windows.

Review Quickly and Painlessly

Improve and speed up quality checks by easily referencing data in one screen.

Reduce the Need for Double Entry

Auto-populate where possible by specifying carry-over fields.

Tailor Queues to Your Business and Users’ Needs

Stay Organized

Customize queues and use them to categorize documents that need properties added to them.

Improved Productivity

No interruptions - Quickly move on to the next file in the queue when you are done.

Document Indexing Module Queue

Perform Workflow Actions at the Same Time

Get More Out of the Module

Customize this view to include shortcuts to other workflow actions, like accepting or rejecting.

Take it Beyond Categorizing

Push documents in the workflow on this same screen, no need to go to another Alfresco location to do so.

Without the module – Select to edit properties and do so on a separate window.
HubSpot Workflow
With the module – Edit properties side-by-side with document preview. Option to perform workflow actions on this window is also provided.

personalized queues

Configure dynamically generated personalized queues based on the logged in user.

Right Size Solution

Gain efficiency with a solution priced right for the scale of your problem.

CATCH MISSING METADATA

Identify and quickly correct documents that are missing required metadata.

MULTIPLE TEAMS? No Problem

Works with multiple sites and multiple departments. Your documents are still secure.

Frequently asked questions

The Document Indexing Module is currently available for Alfresco Content Services 5.2.x through 6.2.x. If you are interested in support for ACS 7.x, please drop us a line and we can update you when support becomes available.

There is no limit, but the Document Indexing module is typically a good fit when there are 100’s or 1,000’s of documents that you are indexing on a daily basis. If you are looking at a high volume scanning use case, then we should talk about other tools in our toolbox such as Ephesoft Transact.

Yes. We offer email-based support Monday-Friday, 9am-5pm CT. If you have any issues with the module, please contact us – support@bluefishgroup.com.

There really is no list – any scanner that can scan to a network folder will work. We leverage out-of-the-box Alfresco functionality to watch that folder and automatically ingest the documents into the appropriate indexing queue. If you are looking at a high-volume scanning use case, then we should talk about other tools in our toolbox such as Ephesoft Transact.

Once we have a license agreement in place you will be provided with both installation AMPs, as well as a sample AMP and configuration guide for setting up your indexing queues. Professional services are also available if desired for an additional fee.

The Document Indexing Module places no limitations on the types of file formats that may be processed. Anything that the Alfresco previewer you are using supports will be supported by the module.

Get Started with a Free Demo

Want to see our Document Indexing Module in action? No problem! Drop us a line and we'll set up a quick meeting so we can demo the module and answer any questions you might have.