A Document Management Tool, That Does It for You

Businesses that are tired of the tedium of data entry and wish there was a better way to digitize and organize their documents can rest assured—there is. eFileCabinet with Zonal Optical Character Recognition (Zonal OCR) is a robust document management system (DMS) that takes care of tedious tasks for you, while ushering your office into the digital age with an entirely paperless workflow. You can think of eFileCabinet as a data entry specialist, records manager, office assistant, and file clerk, all rolled into one, freeing up your team focus on what they were paid to do: high-level work. Here we explore how eFileCabinet with Zonal OCR makes this automated workflow happen, and a few of the key benefits this remarkable office asset offers.

How the software works

eFileCabinet with Zonal OCR streamlines not only the process of digitizing your documents, but the process of finding, sharing and securely storing the valuable information they contain.

Scanning, reading and digitizing your documents with Zonal OCR

Zonal OCR automatically reads your document field-by-field, capturing and entering each separate unit of content, such as names and numbers, into the eFileCabinet system, so that you don’t have to. Documents do not have to be in a predefined format. Zonal OCR has the ease-of-use and sophistication to read, decipher and digitize even the most complex documents.

Example: property management

Suppose you are a property manager that has to keep track of the wealth of data contained within dozens, even hundreds, of lengthy property management agreements, with more added each week. In the past, you had two options: rely on a painfully inefficient paper-based filing system, or engage in the tedious, never-ending task of performing manual data entry to digitize each document. Either way, you would still struggle to organize and find your documents, whether they were housed in a metal file cabinet or on your server’s hard drive. Yet with eFileCabinet and Zonal OCR, you have a third option. First, you can scan and read each property management agreement with Zonal OCR. This sophisticated software will isolate, capture and extract each key field in the agreement:

  • Owner name
  • Manager name
  • Property address
  • City
  • State
  • Zip
  • Start date
  • End date
  • Bar code

At this point, eFileCabinet DMS goes far beyond securely storing a digital version of your property management agreement in the eFileCabinet system. The DMS will also retain all the metadata it captured from the fields above in order to easily and intuitively organize and find your property management agreement in the future. For example, subject to your preferences, the system will automatically place the agreement at hand in the “drawer” (folder) associated with other agreements from the same city. Whenever you want to view your digitized agreement, you can either use the full-text search tool or navigate directly to its corresponding city drawer/folder. Once you click on the file, the entire scanned version of the agreement will appear with the key metadata above extracted, displayed and hyperlinked for quick reference and further navigation.

This is only the tip of the iceberg in terms of the automated functionality eFileCabinet with Zonal OCR offers. See the example above in action to learn more.

Key benefits of eFileCabinet with Zonal OCR

Going paperless

Many small to medium-sized business (SMBs) want to join the digital age by going paperless, but struggle to make the transition. Thankfully, eFileCabinet with Zonal OCR streamlines the entire process, working seamlessly with your business-grade scanners to get the job done with minimal effort and maximum ROI.

Cost savings

Businesses taking advantage of eFileCabinet with Zonal OCR no longer need to pay employees or contractors to perform tedious, costly data entry tasks in order to digitize and organize their documents. The eFileCabinet system takes the load off your team and your payroll, resulting in sustained savings.

Software that anticipates your needs

The eFileCabinet DMS has the intelligence to identify your most frequently used documents, while anticipating where and when you will need them most. Don’t be surprised if the file you are looking for finds you first.

Metadata

eFileCabinet with Zonal OCR goes beyond scanning, reading and uploading your document into the eFileCabinet DMS. It also automatically organizes your digitized documents, making full use of the key metadata associated with them, such as dates, names, invoice numbers and even bar codes. This high level of organization makes it far easier to search your DMS and find exactly what you’re looking for instantly.

Beyond e-signatures

Many competing products make claims about the virtues of their software. In fact, they do little more than send a link asking for an e-signature. eFileCabinet with Zonal OCR is far more robust. Sending a link asking for an e-signature, when necessary, is only the beginning, not the end, of our smart, automated, custom workflow. The top-rated eFileCabinet DMS brings a high degree of sophistication to your office workflow with advanced features including secure cloud management; notifications; full-text search; role-based permissions; compliance features; and a streamlined mobile app that comes free with the service.

Designed for the digital age

With the power to quickly usher your office into the digital age, eFileCabinet with Zonal OCR is a robust DMS that takes care of tedious tasks for you while offering an entirely paperless, custom workflow. You can think of eFileCabinet with Zonal OCR as an entire team that you could never before afford, including a data entry specialist, a records manager, an office assistant, and a file clerk, all working around the clock without punishing your payroll.

Above we’ve explored how eFileCabinet with Zonal OCR makes this automated workflow happen. As you can see with the example of a property management company using eFileCabinet to transform their workflow, the eFileCabinet DMS with Zonal OCR quickly digitizes documents, such as property management agreements, and automatically organizes them into drawers/folders for you, according to a robust metadata-driven system. Consequently, the eFileCabinet system paves the way for a streamlined, paperless office workflow that anticipates your needs and provides remarkable cost savings, all in an affordable, top-rated package that clearly surpasses competitors offering little more than e-signature software. As best-of-breed software, eFileCabinet includes a highly advanced feature suite including notifications, compliance tools, a free mobile app and dozens of other cost and time-saving tools.

To learn more about how eFileCabinet with Zonal OCR can save you time and money, contact us.

By | 2017-11-10T12:27:38+00:00 November 6th, 2017|
Subscribe to the Blog That Solves Office Problems

Free Demo

Request a Demo

Discover eFileCabinet

Chat with us about your needs and we’ll create a free guided test drive just for you.

Demo Form Arrow