Product Overview

Workflow and Business Process Improvement

In a typical scenario, E-Forms are used to kick off automated Workflows that drive business processes ranging from straight through processing of an invoice, approval of a loan package, creation and review of an insurance underwriting file and much more. Decisions can be automated entirely through point-and-click configuration of system business rules, or users can be asked to make decisions based on the documents or forms presented to them. E-Forms and Workflows can also be generated directly from a line-of-business application (e.g., ERP, CRM or other information system) integrated with OnBase through Application Enabler.
WorkView is used to create multiple views of these processes, including those that involve governance, risk and compliance, and can be used in conjunction with Workflow to create highly collaborative environments from which to monitor, manage and track all interactions around a business process, including human interactions.

Document Management

Having a repository that stores your electronic documents and images, provides workflow engines, and ties together your business applications is the crucial core of a Document Management system.

Document Capture and Data Extraction

Standardized forms like Invoices, packing slips, or purchase orders can be used to capture valuable accounting information and then pump that data into your workflow. The power of Kofax Capture can be used to accomplish these tasks, as well as to release (send) the scanned image into a repository.

Document Scanning

Getting paper into your system begins with Document Scanning using purpose-built scanners that provide various daily scan rates. Today's scanners use CCD imagers (like digital camera optics), which then send high quality black and white, greyscale, or color images into the system.