Notes
Slide Show
Outline
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Introducing:  I5DOC
Document Imaging system
“Because disk space is cheaper than real estate”
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Introducing:  I5DOC
Document Imaging system
“Because disk space is cheaper than real estate”
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I5DOC Imaging System by KDPC
Key features:
  • All documents and indexing files are stored on the I-Series.
  • Imaging Client program supports automatic document feed scanning and barcode recognition for naming and pagination of documents.
  • Program also allows printing of barcode labels.
  • Single or multiple routing of documents for approval is supported.
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I5DOC Imaging System
Key features continued…
  • Document searches, approvals and rejections are all web-based and run from the built-in apache web server on the        I-series.
  • Custom file update options can be added by KDPC during final document approval.


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Typical usage Scenario
  • Vendor invoices are to be entered into an I-series accounts payable application.
  • Before data entry begins, the imaging client program is used to print a batch of barcode labels to be affixed to the first page of each original vendor invoice...
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Labels print to an I-Series Laser printer…
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and are affixed to original vendor invoices prior to data entry.
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Data entry is then performed. In this example, Harris Data AP
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Data entry screen 2…
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A custom KDPC exit-point program is called to ask for the barcode number
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Data Entry Continued…
  • The remaining invoices are processed this way.
  • Problem invoices that need approval can be placed on hold in the A/P application.


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Scanning
  • Vendor Invoices are loaded in the scanner and the Bar Code Scan button is pressed in the imaging client program...
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Scanning continued…
  • The image type for the bar code scan is selected.
  • Only bar codes starting with the PREFIX will be recognized. This way, you don’t have to worry about other bar codes that may already be on the document.
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Scanning continued…
  • Images in the scanner are processed and paginated into individual files. In this case adobe .pdf files are created.
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Web Search
  • These documents are now available to the web-based search facility.
  • The following illustrates a web login, and a search for these documents based on the entry “kelley”. The search will return results for ANY matching entry over 3 characters long.
  • You can search on invoice number, amount, vendor number, etc…
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Web Search
  • The document may be viewed by clicking on the “Show Document” button. It will appear in a new browser window…
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Document Routing
  • If these were “problem” invoices, the image client program could be used to notify other users that approval is required.
  • Begin by highlighting the problem invoices…
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Document Routing continued…
  • Now the Send Selections for Approval menu option is chosen.
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Document Routing continued…
  • Notes that you would like applied to these routings can be entered now.
  • Choose a routing group (these were already set up) and press send…
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Document Routing continued…
  • Your e-mail client program is launched and a pre-formatted message is already typed for you. All you have to do is press “send”, and the user will be notified.
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Document Routing continued…
  • After the e-mail is received, the user clicks one of the pre-formatted links and logs on to the web as before, then clicks “User Inbox”
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Document Routing continued…
  • From here, documents can be approved or rejected. The notes can also be changed.
  • An E-mail is automatically sent to the next user in the routing group if document(s) were approved.
  • Rejections go straight back to the system administrator(s) inbox.
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Document Routing continued…
  • When an administrator logs in, an additional “Admin Functions” section is available…
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Document Routing continued…
  • From here approved documents can be finalized via a manual process, or by a custom KDPC program to perform file updates in the application system.


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Document Routing continued…
  • Only the routing for a rejected document is removed. The document remains in the system, and can still be accessed from the image client program, or the web search facility.
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Requirements
  • IBM I-Series or I5 server at release 5.2 or higher.
  • Sufficient disk storage for the expected images.
  • A connection to the internet.
  • At least 1 network connected PC running windows XP professional.
  • We strongly recommend Fujitsu FI-5120c scanners be used ($800-$1000 each)
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Pricing
  • The I5DOC system is $6995
  • Not tier priced
  • Additional imaging-client seats are available at $400 each.
  • Installation, configuration, and custom programming are available at additional charges.


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Thank You!