EzeScan ACT 2008/2009 Integration

EzeScan has been providing advanced document scanning solutions to document management clients since 2002. Now, in partnership with Sage, EzeScan enables images to be integrated seamlessly into ACT easily and effectively, with no scripting needed.

This means an easy "out of the box solution" can be used with any Twain device (i.e. MFD copier or dedicated scanner) to provide an effective way to batch scan forms, documents and invoices, and tackle those hard scanning issues that come across your desk every day.

EzeScan can also provide a combination of solutions that suits your needs;

• in a personalised workstation solution, - single scanner and desktop
• in a community solution (Kiosk & MFD for multi use)
• in an Enterprise "Server" solution, a number of input devices are monitored for upload of images and metadata to various output systems including ACT.

The EzeScan solution begins with the base PRO module (which now also includes built in MFD, OCR & PUBLISH support). It can then be extended through the addition of the other optional AUDIT, BCR, EDRMS, ICR, IDR, KFI, SERVER ROUTING and UPLOAD modules.

How does ACT 2008/2009 integration work?

As EzeScan has a modular design there are 3 possible integration methods with the ACT 2008/2009.

EzeScan Pro

Use EzeScan PRO to scan 1 or more documents and place the output files into a local document queue. Then manually attach these files to a Company or Contact History or Documents tab, filling in the required fields in the native ACT screen.

EzeScan Pro + EDRMS

Use EzeScan PRO to scan 1 or more documents and profile each document directly into ACT from EzeScan using the EzeScan EDRMS ActBySage connector.

Document registration is initiated from within EzeScan itself using our custom built ACT Document Registration form. The operator can browse to the required ACT Contact or Company using, then save the file with the required Title, Regarding and Details information.

This provides a quick method of profiling batches of unstructured or structured documents into ACT.

EzeScan Pro + KFI + UPLOAD

Use EzeScan PRO to scan 1 or more documents and profile each document directly into ACT from EzeScan, bypassing our custom built ACT Document Registration form.

The KFI & UPLOAD module uploads each document into ACT without displaying a profile form. With this configuration you can type in a field value, choose a lookup list value, or capture field values from documents (using the inbuilt OCR module, or optional BCR or ICR modules), then populate the ACT index fields. You also have the choice to reuse fields automatically, thereby saving considerable time not having to reselect the same values.

This provides the fastest method of profiling batches of documents into ACT.