Document management software and workflow automation

In this article, we’ll explain the overall benefits of software integration. Then we turn the focus to how a document management system provides significant value to Sage Accounting users.

Traditionally, optical character recognition (OCR) software has limitations. Today, intelligent document processing (IDP) adds a new dimension to its capabilities. IDP is an advanced application of artificial intelligence (AI) and machine learning (ML).  

Artificial intelligence makes it possible for invoice OCR software to interpret, analyze, and act upon information embedded in documents. While machine learning enables it to learn from past training and become more accurate over time. 

In this article, we explain what IDP is, how it works, and why invoice OCR software that includes it is a game changer.  

When buying a car at a dealership, customers often complain about how long it takes for their paperwork to be processed. While they wait, their enthusiasm fades and annoyance can set in. 

Web forms offer a user-friendly way to collect accurate data. You can be sure it’s right because you’ve shifted data entry to the information source. This may be a requesting department member, employee, customer or vendor who has the knowledge to enter the correct information completes the digital form. Your staff gets an email when a form has been submitted and has visibility into automated workflows that put the data to work and kick off the next action in the process.

When designed thoughtfully, eforms refine and speed up the way data is collected, processed and managed across a business. This post delves into best practices for creating web forms that optimize data collection and integrate smoothly into broader workflow processes. 

Table of Contents

• Introduction to form workflows
• Integration with other business applications
• Why do you need web forms in your organization?
• Best practices for building your own forms
• The impact of enhanced form workflows
• Conclusion