Captaris Single Click Entry and SharePoint

So, how would you like to have an invoice open, and just point and click to populate fields in SharePoint?  That’s right, just point at the invoice number and have it automatically pop into a SharePoint column.  Sounds like magic, right?  This technology does exist, and it is provided by Captaris.  The application was part of a recent aquisition of Oce Document Technologies, or ODT.

So how does it work?  The software has a built-in integration with Internet Explorer, so all you have to do is open SharePoint, upload a new document, and then choose “Single Click Entry” from the Tools menu.  See the images below:

Open SharePoint

Open SharePoint

 

Choose Captaris Single Click Entry from Tools Menu

Choose Captaris Single Click Entry from Tools Menu

 

The Single Click Entry interface opens for the document for you

The Single Click Entry interface opens for the document for you

 

Just Point and Click to enter column data into SharePoint

Just Point and Click to enter column data into SharePoint

 

Final result is a populated index field

Final result is a populated index field

 

The whole process is pretty slick, and this is a great solution with many different applications.

For more on Captaris or SharePoint, visit Scanguru SharePoint and Captaris Resources.

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2 comments on “Captaris Single Click Entry and SharePoint
  1. naychi says:

    how can i search my invoices by filtering?

  2. scanguru says:

    You would need to have a product that can provide automated extraction of column data, and then something to facilitate column based search. VizitSP and PSI:Capture together provide a great solution.

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