Document Management Solutions
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Edge Product Solutions

Here are just a few examples of how to apply the features of Edge™ products to specific business processes. Because of Edge2007™versatility and enterprise scalability these solutions may be linked with documentation and data shared by many different departments.

Accounts Payables or Receivables Document Management
Corporate Records Management
Transportation Records
Risk Management
Safety Records
Local Government Records Management
Court Case or Cause Records
Police Records and Incident Reporting
Human Resource Records
Housing Records Management
Tax Records
Building Permits and Inspections
Purchasing
Public Schools Student Records
Scanning

Accounts Payables or Receivables Document Management

THE PROBLEM:
The Accounts Payables department within any organization is often times swamped with paper-based information connected to the payment of an invoice generated by a company purchase order.

The Accounts Receivable department, depending on the company’s type of business, may also have a lot of paper trailing every invoice they issue their customer. Every organization has unique document types and retention schedules for their specific industry, however each accounting department faces the same fundamental document management needs.

Those management needs include controlling the information received from vendors and customers; faster, more accurate filing of documents; multiple access, storage and retrieval of current and previous account documentation; and document security. In each organization there must be some type of procedure in place for the filing of information and its retrieval when required to report account status and to support accounting decisions.

THE SOLUTION:
Edge2007™ is an image and information manager that facilitates the storage and retrieval of all account support documents.

Edge2007™ allows for all of the different types of information to be consolidated in electronic form and retrieved by easy-to-use queries. Whether the item of information is an image of a vendor or company’s check or the computer printout of a signed invoice, all of the information needed to do accounting functions is organized and managed by Edge2007™.

By entering the Customer Number, Invoice Number, or Vendor Number the user can retrieve a list of all images and related information about the selected account. Items consisting of Scanned Images, Adobe™, Sound, Video, Microsoft Visio™, Microsoft Office™, or text files can be displayed, mailed, faxed, or printed. The search for information can be further limited by selecting a specific Document Type.

The status of an invoice is just a few keystrokes or mouse clicks away. Edge2007™ can pull up the invoice and related images by a variety of index information, including but, not limited to invoice number, vendor identification number, or the invoice date. Resolving supplier disputes can be a time-consuming, costly effort. Quick access to images of invoice and payment information can alleviate those costs. And the ability to simultaneously and automatically route invoices throughout the A/P, purchasing and relevant end user departments offers productivity benefits as well. Edge2007™ can go further with Edge Workflow™ and custom modules, for example, by automatically matching incoming invoices with information in the purchasing database or to handle exception processing.

The Annotation feature allows items in the database to have electronic post-it notes. In other words, an image of a customer or vendor’s account evaluation may have a Microsoft Office™ document attached to it with information for future reference. Edge2007™ Front-end batch processing makes it easy to manage and index document capture with separator sheets. This provides a single TIFF multi-page image that includes all the transaction documentation to be stored, retrieved and archives when ready. Business Process Management interface is built into the Edge2007™ product and available through the purchase of the Edge Workflow Module rules based process management software which can manage approval, review and the acceptance/rejection process. Pre-defined business flows can be established with supervisory control, visual status, auditing, and logging features

THE BENEFITS: Faster Customer Response Time = Added Revenue to Your Bottom Line!

All types (formats) of information are integrated into one database, which can be easily accessed by multiple users physically in different locations.
Batch processing and Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Account Folders cannot be misfiled or lost.
Eliminates the burden of paper storage or costly microfiche or paper. Eliminates the manual look-up of documents that were microfiche.
Allows users to route images to meet user information needs or to prompt a follow up action.
Documents can be printed, faxed or e-mailed from a workstation using the distribution list feature.
Provides automatic archiving of documents to an near or offline media for future retrieval.

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Corporate Records Management

Edge2007™ when used for a Corporate Records Management System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Email and Attachments, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. The product provides ownership, versioning, access controls and logging to meet the Sarbanes Oxley Act.

After documents are scanned separately or in batches or imported they are indexed by up to 14 user defined fields including Folder #, Folder Name, Subject Type, Document Type, Document Date, Document Description, and Retention Date. Each Folder is given a Subject Type which allows the system to provide unique index fields for each different Subject Type (i.e. Contracts, Bonds, Minutes, etc.). Folders are classified using a Records Retention Schedule.

Searching the Records Management Database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of current and/or archived documents of which selection is made to display or print the selected document.

The easy to use design along with user security allows for both records management and other authorized personnel to search, view and print records based on group or individual access privileges.

The Business Process Management interface built into Edge2007™ product and made available through the purchase of the Edge Workflow™, provides rules and roles based process management which can manage the approval, review and the acceptance/rejection process. Pre-defined business flows can be established with supervisory control, visual status, auditing, and logging features.

Features:

Variable user defined index fields by subject type
Field validation for critical index fields
User defined Subject labels & Index Fields
Powerful queries using index fields
Record storage in standard Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows® 2000, 2003 and XP operating environment
User ID and Password, Digital signing and Encryption for security for viewing
Bates numbering, date and time stamp features built in to the product
Workflow and Web based collaboration modules
SQL compliant database
High Speed Image printing
Document archival to WORM, re-writable or CD-ROM optical media with Viewer
Built in access to Microsoft SharePoint, Interwoven iManage, EdgeVault and Xerox DocuShare.

Document retention control Benefits:

All types (formats) of information are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost
Document security
Eliminates the burden of paper storage.

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Transportation Records

Edge2007™ Business Management System utilizes all of the standard Edge2007 features for supporting multi-format document management including Scanned Images, Adobe™, Email, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with Transportation requirements: driver documents, drug testing, examinations and much more. Any of these records can be assigned a document type and a folder type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type and scan date. Searching the TRANSPORTATION records database is performed through simple to use “By Example” queries utilizing the index fields The user is presented a list of TRANSPORTATION documents of which selection is made to display or print the selected document. The system stores and tracks the document type, folder type, driver, date of birth, address, division name, division number, date hired, date terminated, checked by, checked date and much more. Edge2007™ will store multiple documents in relation to each driver.

Business Process Management interface is built into the Edge2007™ product and available through the purchase of the Edge Workflow™ Module rules based process management software which can manage approval, review and the acceptance/rejection process. Pre-defined business flows can be established with supervisory control, visual status, auditing, and logging features.

Features:

Variable user defined index fields by subject type
Field validation for critical index fields
User defined Subject labels & Index fields
Powerful queries using index fields
Saved queries for use at a later time
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000,2003,and XP operating environment
SQL compliant database
High Speed Image printing
Batch Processing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer

Benefits:

All TRANSPORTATION records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Risk Management

The Risk Management with the Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with a risk management department: Bonds, Disability, Certificates, Contracts, Commission, Lawsuit Documents, Policies, Property Reports, Self-Audit, Subrogation’s Document, Tenant, Vendors and much more. Any of these records can be assigned a document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type and scan date and are associated with related fields of Employee’s Name, Claim Number, Social Security Number, Claim Date and Closed Date. Searching the Risk Management database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of Risk Management documents of which selection is made to display or print the selected document. The system stores and tracks the employee’s name, document type, document date, who verified by, verify date and notes. Edge2007™ will store multiple documents in relation to each claim number.

Business Process Management interface is built into the Edge2007™ product and available through the purchase of the Edge Workflow™ with rules and roles based process management which can manage approval, review and the acceptance/rejection process. Pre-defined business flows can be established with supervisory control, visual status, auditing, and logging features.

Features:

Variable user defined index fields by subject type
Field validation module for critical index fields
User defined Subject label & Index Fields
Powerful queries using index
Saved queries for use at a later time
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003,and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer

Benefits:

All risk management records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Safety Records

Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with a safety department: Accident Reports, Witness Affidavits, Safety Check Reports and much more. Any of these records can be assigned a document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by file and document type and scan date. Searching the Safety Records database is performed through simple to use “By Example” queries utilizing the index fields. In The user is presented a list of Safety documents of which selection is made to display or print the selected document. The system stores and tracks the badge number, name, status, appealed status, accident date, and accident number. Edge2007™ will store multiple documents in relation to badge number.

Features:

Variable user defined index fields by subject type
Field validation module for critical index fields
User defined Subject label & Index Fields
Powerful queries using index fields in conjunction with Word-In-Text searching
Saved queries for use at a later time
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003,and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer

Benefits:

All risk management records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Local Government Records Management

Edge2007™ Local Government Records Management utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Email, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the electronic management of folders by creating folders with folder labels that include key index data. These folder labels allow for folders to be tracked for future return to the records center. In addition, the physical filing location is maintained within the system.

After documents are scanned or imported they are indexed by user defined fields including Folder #, Folder Name, Subject Type, Document Type, Document Date, Document Description, and Retention Date. Each Folder is given a Subject Type which allows the system to provide unique index fields for each different Subject (i.e. Contracts, Bonds, Minutes, etc.). Searching the Records management Database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of documents of which selection is made to display or print the selected document.

The easy to use design along with user security allows for both records management and other authorized personnel to search, view and print records based on their access privileges.

Features

Variable user defined index fields by subject type
Field validation for critical index fields
User defined Subject & Document types
Powerful queries using index fields
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows® operating environment
Five levels of security by Subject Type for both viewing and printing
Conforms to Texas Administrative Code for electronic record storage
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer
Bates numbering, time and date stamp option
Document retention control

Benefits:

All types (formats) of information are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security.
Eliminates the burden of paper storage.

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Court Case or Cause Records

For Court Case or Cause Records Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with the Court: Citations, Court Docket, Depositions and Summons. Any of these records can be assigned a category of Assault, Family Dispute, Felony or Minor Offense.

The scanned documents are indexed by Case File, document type, category type and scan date. The design allows for electronic entry of indexes. Searching the Court Case/Cause Records database is performed through simple to use “By Example” queries utilizing the index fields. In both methods the user is presented a list of Court files and documents of which selection is made to display or print the selected document.

The system allows users to define folder and index fields such as the Case Number, Name, Offense Date, Disposition Date, Drivers License, Date of Birth and whether the defendant is a juvenile or not. Edge2007™ will store multiple documents in relation to each Case Number.

Features:

Variable user defined index fields by folder and document type.
Field validation available for critical index fields
User defined Subject labels & Index Fields
Powerful queries using index fields
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer.

Benefits:

All Court Cause Records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security with digital signing and encryption available.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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POLICE RECORDS AND INCIDENT REPORTING

Police Records Management using Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with the Police department: Accidents, Arrest and Offense records are all tracked. Any of these categories of records have accident reports, arrest reports, citations, depositions and summons as associated document types. The document and folder types within Edge2007™ are user defined.

The scanned documents are indexed by document type, category type and/or scan date. The design of this module allows for manual entry of some of the indexes. Searching the Police Records database is performed through simple to use “By Example” queries utilizing the index fields. In both methods the user is presented a list of documents of which selection is made to display or print the selected document.

The Police Records Management, as a customization feature can be divided in three different “views” of the data/documents it contains. The Accident Records view tracks the name(s) associated with the accident, reporting officer, date of accident, Call For Service number (CFS #), and location of the accident. The Arrest Records view tracks the arrested person’s name, alias, date of birth, whether the person is a juvenile or not, location of arrest, date of arrest, associated persons in the arrest, Call For Service Number (CFS #), arrest number, and local police department number, if any. The Offense Records view tracks the name of the offender, location of the offense, associated persons in the offense, type of offense, date of the offense, Call For Service Number (CFS#), and Offense Number.

Features:

Variable user defined index fields by subject type
Field validation available for critical index fields
User defined Subject label & Index Field types
Powerful queries using index fields
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer
Bates numbering, time and date stamp feature available.

Benefits:

All Police Records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security with digital signing and encryption available
Eliminates the burden of paper storage.
If other Edge2007™ modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Human Resource Records

Edge Personnel™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Images and Microsoft Office files within the client/server computing environment.

Design of the system provides for the management of all records associated with any employee:
Resumes, job supplements, request for temporary, request to fill, termination - previous employee, structured interview forms, salary adjustments, performance appraisal - salary information, paperwork changing dept. code, military orders, DD214 - discharge active duty, high school & college diploma, testing summary (score), letters of recommendation, work history supplements, certifications & renewals, military duty, notice of termination, letter of resignation, copy of final paycheck, employee checkout list, vacancy application & attachment, new resumes, dept. vacancy application, work history continuation, grievances, complaints, counseling reports, charge letters, performance evaluation - no salary inform, exceptions to policy, mid-probationary reports, EAP memos, letters of commendation, progress reports, training certificates, transcripts, grades, diplomas submitted after hire, update to education, background investigation release, polygraph release, waiver of confidentiality, address disclosure form, drivers license information, policy receipt - drug screen, memos regarding leave, ID card loss notifications, safety sensitive DPS, receipt of employee handbook, notice outside employment, change of address, employee property & checklist, personnel change form, insurance, emergency information, designation of benefits - life insurance, designation of benefits - retirement, health insurance enrollment form, W-4, birth certificates, AD&D enrollments form, supplemental & dependent life insurance enrollment form, copy of social security card, flexible spending account, common law marriage certificate, paperwork regarding insurance, deferred compensation paperwork, CORBA letters & receipts, request for payment - reimbursement insurance, standard letter, FMLA letter & application, initial physical for employment, audio grams, supplemental physicals, random drug consent, drug test results, EAP paperwork, light duty, pre-employment & TRANSPORTATION release/consent, drug consent, EEO forms, written reference checks, telephone reference checks, employment verification, criminal history - driver’s license, MVRC results & memos, polygraph results, claim files, pull out sheets, police reports, TWCC claim documents, medical bills, policies, certificates, asbestos management plan, non-preventable file, preventable file, appeals and more.

Any of these records can be assigned a folder type (i.e. Medical Results, Medical Consent, Response, Payroll Deductions, Training, EEO, Insurance Paperwork, Employee Performance, etc.

The scanned documents are indexed by document type, category type and scan date. The design of this module was for manual entry of some of the indexes. Searching the Human Resource database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of Human Resource documents by Employee of which selection is made to display or print the selected document.

The system stores and tracks the name of the employee, social security number, department, hire date, termination date and employee status. Edge2007™ will store multiple documents in relation to each employee.

Features:

Variable user defined index fields by subject type
Field validation available for critical index fields
Powerful queries using index fields
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media

Benefits:

All Human Resource records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security by document type and by user.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Housing Records Management

Housing Records Management with Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with a client of a local government Housing Department: program application, zoning documents, legal documents and much more. Any of these records can be assigned a folder and document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type and scan date. The design allows for manual entry of some of the indexes. Searching the Housing Department database is performed through simple to use “By Example” queries utilizing the index fields. In both methods the user is presented a list of Housing Department documents of which selection is made to display or print the selected document. Query specifications can be saved for re-use at a later time.

The system stores and tracks the client’s name, social security number, project number, program type, status and date. Edge2007™ will store multiple documents in relation to each client.

Features:

Variable user defined index fields by subject type
Field validation available for critical index fields
User defined Subject labels & Index Field types
Powerful queries using index fields
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer

Benefits:

All Housing Department records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security with Digital Signing and Encryption available.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Tax Records

The Tax Records Management with Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with a tax payer: appraisals, tax assessment documents, legal documents and much more. Any of these records can be assigned a document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type and scan date. The design allows for manual entry of some of the indexes. Searching the Tax Records database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of Tax Record documents of which selection is made to display or print the selected document. Query specifications can be saved for reuse at a later time.

The system stores and tracks the tax payer’s account number, tax identification number, and location. Edge2007™ will store multiple documents in relation to each account number.

Features:

Variable user defined index fields by subject type
Field validation available for critical index fields
User defined Subject label & Index Field types
Powerful queries using index
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media with Viewer.

Benefits:

All tax records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security with Digital Signing and Encryption available.
Eliminates the burden of paper storage.
If other Edge2007 modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Building Permits and Inspections

Building Permits and Inspections Management with Edge2007™ Imaging Information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. Design of the system provides for the management of all records associated with a building permits and inspection department: state and local inspection reports and much more. Any of these records can be assigned a document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type and scan date. The design of this module was for manual entry of some of the indexes. Searching the Building and Inspections database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of Building and Inspection documents of which selection is made to display or print the selected document.

The system stores and tracks the contractor’s permit number, permit date, address and contractor’s name. Edge2007™ will store multiple documents in relation to each account number.

Features:

Variable user defined index fields by subject type
Field validation for critical index fields
User defined Subject & Document types
Powerful queries using index fields in conjunction with Word-In-Text searching
Saved queries for use at a later time
Record storage in standard Image File Format along with Microsoft Office & text formats
Microsoft Windows, Windows® 95, NT operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media

Benefits:

All building and inspection records are integrated into one database which can be easily accessed by multiple users
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security by document type and by user.
Eliminates the burden of paper storage.
If other Edge2007™ modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Purchasing

The Purchasing Process Management with Edge2007™ Imaging information System utilizes all of the standard Edge2007™ features for supporting multi-format document management including Scanned Images, Adobe™, Sound, Video, Microsoft Visio™ and Microsoft Office™ files within the client/server computing environment. With customization the system can be designed to provide for the management of all records associated with a purchasing department organized by five categories: auction, bids, miscellaneous, commodity and vehicle. Any of these records can be assigned a document type and is based on a user definition. The user definition can be updated and changed by the user.

The scanned documents are indexed by document type, batch number, cashier number and scan date. The design allows for manual entry of some of the indexes. Searching the Purchasing database is performed through simple to use “By Example” queries utilizing the index fields. The user is presented a list of purchasing documents of which selection is made to display or print the selected document.

The system stores and tracks documents first by file category and then by the related indexes to that category. All categories have a user defined document type index and a document date index. The Auction category index adds an auction type to the document. The Bids category index adds buyer, bid number, P.O. number, vendor number, department and a close date to the documents. The Miscellaneous category index adds name, subject and a notes field to each document scanned. The Commodity category index adds a commodity code to its documents. The Vehicle category index adds vehicle number, VIN number, plate number, and tag expiration date to its documents.

Features:

Variable user defined index fields by subject type
Field validation available for critical index fields
User defined Subject label & Index Field types
Powerful queries using index
Record storage in standard Image File Format Scanned Images, Adobe, Sound, Video, Microsoft Visio along with Microsoft Office & text formats
Microsoft Windows, Windows® 98, 2000, 2003, and XP operating environment
SQL compliant database
High Speed Image printing
Document archival to File Server, Tape, CD-ROM, DVD-ROM, DVD-RAM or other optical media Viewer

Benefits:

All purchasing records are integrated into one database which can be easily accessed by multiple users.
Clerical time required to scan and index items is less than half of that required to manually file and retrieve folders of information.
Folders cannot be misfiled or lost.
Document security with digital signing and encryption.
Eliminates the burden of paper storage.
If other Edge2007™ modules are used, they will all have the same look and feel.
Simplifies Searching for Documents and Guards Against Misplaced or Lost Documents

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Public Schools Student Records

The Edge2007™ used as a Student Records Management application allows the user to easily maintain all records for students, including special education students. Demographic data, (i.e. name, address, etc.) is maintained for each student. This information can be downloaded from other systems on a one-time or reoccurring basis or entered and maintained by the Edge2007 user.

Each student is indexed by: Student ID Number which is automatically created by the system or the user can use existing numbers, Social Security Number (optional, entered when a student has one), Name, School Attended, Date of Birth, Date of Graduation, and Date of Withdrawal. The user can search for an individual student by any combination of the index fields. Once the student is located the user can view, print, mail, and fax the image of the student’s document, without ever touching the file folder.

Also the user can generate queries and print reports using Microsoft Access (included) of specific groups of students that meet specific criteria. For example, create a list of all the students that graduated from a specific school within a certain date range. Or perhaps, a list of all students that withdrew from a school or all students where the DOB is between two dates. Whatever the selection criteria you choose, the user can view the student’s individual records on screen, or print a report of the results. Reports can be sorted in the order of any combination of the index fields. For example, the sort order for a report could be all students by school, by birth date, etc.

Business Process Management interface is built into the Edge2007 product and available through the purchase of the Edge Workflow Module rules based process management software which can manage approval, review and the acceptance/rejection process. Pre-defined business flows can be established with supervisory control, visual status, auditing, and logging features.

EdgeVault™ e-Content Management Secure Portal Option
The EdgeVault™ e-Content Management Secure Portal is a flexible Web-based high volume application to centralize, search, control, classify (via metadata), version and track electronic business files—regardless of format. Xerox DocuShare and EdgeVault seamlessly integrate with any of the Edge2007™ applications presented in this document.

EdgeVault architecture is unique, designed to enable you to rapidly assemble a powerful e-Content management system to meet your specific requirements.

In more technical terms, the EdgeVault™ Secure Portal allows any set of resources to be leveraged by front-end applications. Access by users and administrators is provided over the Internet.

The system is open and extensible, capable of leveraging a wide range of resources, including:

Entire Edge™ Document Capture and Management product line
Full text search systems (ex., MS Index Server®, Autonomy®)
Databases (ex., Oracle™, MS SQL®, Informix®)
Production scanning applications (ex., Kofax Ascent Capture )
Application servers (ex., WebLogic™, JRun™)
XML index servers (ex., Tamino™, XYZFind™)
File systems (ex., NFS, EDSS, NTFS)
Archiving systems (ex., tape, COLD)
Xerox, Fujitsu, HP and Konica Multi-functional devices with scanning features
User management systems (ex., LDAP, Custom)

Legacy/custom applications Front-end applications accessing resources can include:

The EdgeVault™ Secure Portal Web Client (EVSP)
Edge Workflow™
Edge2007™ and Edge2007™ Secure
Kofax Accent Capture
Custom integration with other applications
Thick clients

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Scanning

Automated Import of Scanned Material to the EdgeVault™ Secure Portal
The EdgeVault™ Management Secure Portal now integrates directly with Edge2007™ and Edge2007 Secure™. With the EdgeVault™ and Edge2007™ you can automate the process of making scanned material available on-line.

Automatic Metadata
Index fields extracted from scanned documents are automatically attached to the electronic version of the document. This allows for advanced searching, routing, and classifying of documents. Now client IDs pulled from a form can automatically route a document to appropriate client folders, and the document can be immediately discovered from simple search screens.

Customize
The EdgeVault™ scanning solution allows for powerful customization and modification. Use XML scripts to define business rules for the import process. Completely control all aspects of the import including security, destination, folder structure and metadata. Integrate your own behavior by creating simple Java objects.

Workflow
EdgeVault™ and Edge2007™ imaging and scanning solutions are directly integrated with Edge Workflow™ Framework. Fields from a scanned form can automatically launch the appropriate workflow, with the PDF version of the form directly attached.

Web Client
EdgeVault™ Works Right Out of the Box
Designed to enable all kinds of integrations and customizations, the EdgeVault Secure Portal also works as a complete e-Content management system right out-of-the-box. No customizations are necessary to take advantage of full Web-based capabilities, including:

check in/check out
file locking
versioning/tracking
metadata
security

EdgeVault™ out-of-the-box end user capabilities include Web optimizations for ease of use that few other Web-based systems can boast, including a simplified one-click check-out process and auto-launching of associated applications.
Every e-Content management system is different, addressing a different set of users, containing different types of content, solving different needs and representing different companies. Wouldn’t it be nice if your e-Content management system could—quickly—be customized in look and feel?

You can customize the EdgeVault™ Secure Portal Web Client HTML to create the interface you want. Features of the Secure Portal’s HTML design include:

Cascading Style Sheets (CSS) for rapid modification to font and background definitions
An II8N-compliant file to control the internationalization of HTML
Layout templates that enable complete product reskinning

The combination of EdgeVault™ and Edge2007™ allows scanned images and associated metadata to be exported from Edge2007™ directly into an EdgeVault™ repository for enhanced search, retrieval and editing capabilities.

Edge2007™ is document capture and management software that automates the local data and image capture from paper Microsoft Office, email, and electronic forms and documents. The Edge2007™ then passes those images and their associated metadata to the EdgeVault™ where they are ready for retrieval on demand. Using EdgeVault™ Kofax interface, images can be further processed prior to import to the repository, automatically triggering actions in disparate systems to ensure the accuracy and value of the data, reducing costs and increasing productivity.

For more information on these solutions and pricing contact:
Integrated Digital Systems
Attention Sales
9817 Godwin Drive
Manassas, Virginia 20110
!-703-368-2887 or 1-800-283-0999
Sales@idsscan.com
http://www.edgedepot.com

To find out more about Edge™ products, download a product brochure or a 30-day evaluation copy of an Edge™ product, visit our document management website.

For more information call 1 (800) 283-0999, contact sales@idsscan.com

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