FileDirector - Small Business Edition

FileDirector SBE offers a powerful, cost effective and easy to use document storage solution for small businesses, or workgroups where there are business critical business processes such as invoices, POD’s and general documentation.

The solution has a powerful range of features to make the job of capturing and retrieving your vital business documentation an easy and straightforward process, making your staff more productive, and allowing you to provide a far high level of customer service, while also offering you the peace of mind that your documents are safe and secure.

FileDirector SBE can support up to 15 users, and has been designed so that it does not require a dedicated server or a Windows domain. The SBE server can be installed on to a Windows XP workstation, so that for a very small investment, you can implement a state of the art system. SBE uses SQL Server Express as it database platform, which offers highly secure and stable data storage, with the minimum hardware requirements.

Capture 

FileDirector SBE has the most flexible and comprehensive document capture features available. Paper and electronic documents, whatever their format or source, are easily captured to FileDirector SBE, and you can even add your own capture facilities to third-party applications.

Scanning 

FileDirector SBE has scanning capabilities included within the standard Client software, so there is no need to run one application for capturing and another for retrieving documents.

To make the scanning process easy, Scan Profiles can be created, which hold the settings for the capture device, and can also be configured to store documents under specific document types and categories.

Not only can you scan new documents, but you can also insert, append or revise pages within existing documents.

Whilst scanning, you can also configure FileDirector SBE to perform zone and forms recognition to read metadata automatically from the documents.

You can use a vast range of scanning and input devices with FileDirector SBE's support of the TWAIN and ISIS scanners driver standards.

Microsoft Office Integration

Storing information from desktop applications is a simple process with FileDirector SBE’s integration with Microsoft Office applications and with Windows Explorer.

Just choose to send the document to FileDirector SBE, and you can then index the document, or have FileDirector SBE take information, such as the file name and date automatically.

When saving emails from Outlook, these can be indexed automatically, using email data such as 'To', 'From', 'Subject' and even the email body.

Image Printer

The FileDirector SBE ImagePrinter is a Windows printer driver that allows you to 'print' from Windows applications directly to FileDirector SBE. The information will be converted to either TIFF or JPG image formats, depending upon their content.

Flexible Indexing

A range of standard features are available to assist when documents have to be manually indexed.

Field properties can be set to preserve data from document to document, and dates can be automatically applied, or selected from a drop-down calendar.

Keyword fields can be created to specify allowed entries, and to define what what can be selected in subsequent keyword fields. Keyword shortcodes can also be created.

Counting properties can also be applied.

Barcode & Zonal OCR

Forms Recognition, combined with the zoned OCR and barcode reading offers a totally automatic way to index documents.

Standard forms, such as invoices or delivery notes, can be indexed automatically by extracting the data to be applied to the fields from the document as it is being captured. FileDirector SBE can read barcodes and perform zoned OCR on the document, and can be extended to perform Forms Recognition, storing the documents to specific categories and extracting information from them based upon the type of document being read.

Highlights

• Intranet / Internet transparency
• SQL database
• Workgroup or Active Directory/LDAP based security
• Flexible and simple administration of rights
• User-defined Metadata design
• Windows & browser clients as standard
• Browser customization
• Supports thousands of scanning devices
• Microsoft Office Integration
• Viewer supports over 200 formats
• Check-In/Check-Out control
• Document Revisions
• Online/Offline working
• Document Annotations, including hyperlinks
• Linked Document References
• Built-in documented SDK
• Forms Recognition
• Zone OCR indexing
• ImagePrinter

Feature List

• Virtually unlimited document Cabinets
• Virtually unlimited Document Types
• Virtually unlimited index fields
• Virtually unlimited documents within a Cabinet
• Advanced keywords
• Automatic field values
• Colour and Black & White scanning
• Supports thousands of scanning and digital input devices
• Scan profiles for default document scanning/import settings
• Image deskew, rotate and cleanup options
• eCopy ShareScan OP integration
• Document Append/Insert
• Duplicate index checking
• Document Check-in and Check-out with Revision Control
• Document and index import Schedulers
• Built-in viewer which supports over 200 document formats
• Comprehensive document viewing tools with Fit-screen, fit to width, rotate, zoom
• View multiple documents, or multiple pages within a document
• Document Thumbnails
• Microsoft Office integration, allows documents to be saved to FileDirector from within Office applications
• Automatic indexing with default values, file name, & email
• Email attachments can be saved separately to message
• Comprehensive security options
• Dedicated Capture licences
• Cost effective Retrieval licences
• Single application for storing, classification and retrieval
• Web access to documents
• Document Annotations, including hyperlinks
• User personal document lists
• Documents can be printed or faxed
• Email documents with user-defined automatic indexing and with original format or PDF attachments
• Option Barcode/Zone OCR component for automatic indexing and forms recognition
• Option Full-text search