Imaging, Import and Capture with OnBase

Looking for help to scan, index, workflow and retrieve your documents?

Organisations looking for a more efficient way to maintain, access and route business documents (invoices, claims, applications, incoming mail or any document linked to a business process) should look at OnBase. Our OnBase customers have found the solution becomes even more powerful when workflow automates repeatable business processes, and seamlessly integrates with their core applications. Most would argue that OnBase is so easy to use they prefer processing items within its interface, or didn’t even knew it existed as they thought that their email system had just got better.

In addition, your core applications and office software will be generating large volumes of reports and outbound communications and Twofold can streamline and automate this process and link your output to your inputs and give you the complete picture of a transaction or case.

By automating the process of understanding what you are receiving and what to do with it your organisation can receive insight and ensure focus is always on the highest priority activities. By controlling and auditing what is sent or generated within your systems will allow you to ensure compliance, meet SLAs and have happy motivated employees.

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Capture content directly from everyday applications

Employees create and come across pieces of content everyday that are essential to business operations, and it is critical that those content pieces find their way into your central content management system alongside the other regularly received content. As simply as clicking “print” in your internet browser or other applications, content can be “printed” into OnBase.

With direct integrations with Microsoft Office applications, (such as Microsoft Word) users can, directly from within Word, upload documents into the OnBase system. Alternatively,  employees can simply import any file of almost any format into the OnBase system, from PDFs to CAD files to TIFF images.

Typical benefits of using a Twofold solution for processing incoming documents:

  • Do more with less people
  • Increase your capacity
  • Offer unique service
  • Compliance with Data Protection Regulations
  • Manage exceptions
  • Mitigate risk

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