Why use FileDirector
Here are some typical scenarios
- Accounts Payable & Receivable
There are many alternatives out there to choose from including DropBox, Google Drive, SharePoint and so on. So why do our customers pay thousands of pounds to use FileDirector. The answer is scale, reliability, flexibility and trust. FileDirector has been developed over a 20 year period. Firstly as Scanfile and since 2004 as FileDirector. FileDirector is a serious solution for a business with serious amounts of documents that need handling and processing.
- Rapid deployment – just a few days
- Workflows working in under an hour – no programming
- Scalable – start small, build up as you need
Whatever the scenario you have, not only will our team know the answer, it’s also highly likely that the developers at Spielberg have accommodated your thoughts and ideas already. The scenarios below are a mix of vertical markets like Legal, or horizontal departmental uses like accounts payable or specific uses of FileDirector that our clients like.
We have a number of legal firms who use FileDirector together with our Digital Mailroom technologies for intelligently capturing and classifying the daily inbound mail.
FileDirector is used for compliant document storage and for workflow – alerting fee earners of new documents that needs action. FileDirector is perfect for case management in any legal practice.
In customer services, FileDirector can be the perfect store for all inbound calls to action, complaints and tasks. Daily documents are captured using the built-in scanning or using intelligent capture and Process Management module can route the documents to the respective customer service teams to take action. In Process Management a single user or a group of users can claim a document.
FileDirector is used widely in account payable automation. With it’s flexible workflows and compliant storage, you can start by having HMRC compliant storage of all your invoices and credit notes and then enable approval processes when you are ready. When sold with ABBYY FlexiCapture, FileDirector becomes the perfect accounts payable automation tool.
With all of the paper and documents that make up an employee record, having FileDirector means you have an easy scanning solution and a secure compliant repository for all documents. Find an employees certificate or driving license within a few clicks of the mouse. FileDirector’s layers security means only those with the right credentials will even know your HR cabinet exists.
One of our clients wanted to monitor outbound email from the Exchange server. If a “buzzword” was matched inside the body of the email, the compliance officer wanted to be alerted. With FileDirector’s Mailstore module we can monitor inbound and outbound email in Microsoft Exchange and archive emails effortlessly.
Nightly Updating of Documents
You are capturing supplier invoices as soon as they are received into your business. They are archived with a payment status of “unpaid” though. Once you pay them and mark the invoice as paid in your accounts or ERP system, you would like that reflected in FileDirector. Check. We can do that. Running a scheduler we can query existing data sources, and update on a specific value like a GUID or ID and update any of relevant fields.