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All businesses generate and receive documents and business reports that need to be indexed, archived, filed, and retrieved for compliance and audit purposes—and for the ease of doing business.
Document management software provides immediate ROI by allowing your staff to quickly answer vendor, customer, and employee questions by locating documents stored in a single central document storage repository. You can also satisfy auditor requirements when they request to see where you store important information.
Documents that need managing might be in the form of monthly business reports from your primary ERP or financial business systems. Your accounting team might also receive vendor invoices, customer orders, contracts, certifications, and other paperwork that needs to be captured and routed through approval routing and other business processes. And your security and audit teams need a safe place to store their compliance documents. The possibilities for removing the paper from your company’s processes are endless.
As you consider the many benefits of managing your documents and processes electronically, let this checklist help you distinguish between Webdocs and other document management software.
| TYPES OF BUSINESS DOCUMENTS | Webdocs | Others |
| Vendor purchase orders | ✓ | |
| Vendor invoices | ✓ | |
| Material receipts | ✓ | |
| Customer invoice | ✓ | |
| Customer sales orders | ✓ | |
| Contract and renewal forms | ✓ | |
| Employee and other business application forms | ✓ | |
| Shipping documents | ✓ | |
| Bills of lading | ✓ | |
| Employee documents | ✓ | |
| Employee letters | ✓ | |
| Training documents | ✓ | |
| Work instruction documents | ✓ | |
| Machine inspection forms | ✓ | |
| CAD or other product drawings | ✓ | |
| Service tickets | ✓ | |
| Work orders | ✓ | |
| Any type of business report or form, scanned document, online form, or other document that needs to be filed, archived, and managed |
✓ | |
| DOCUMENT CAPTURE | Webdocs | Others |
| Capture scanned documents | ✓ | |
| Capture online data entry information | ✓ | |
| Capture system generated business form output | ✓ | |
| Capture emailed invoices and other documents | ✓ | |
| Capture PC documents with ad-hoc desktop drag-and-drop | ✓ | |
| Capture contract and renewal forms | ✓ | |
| Print any document to PDF file for capture | ✓ | |
| View, scan, or annotate documents | ✓ | |
| Capture signatures on any PDF or TIFF document | ✓ | |
| Capture Word, Excel, and Outlook documents | ✓ | |
| Use background document importing | ✓ | |
| Integrate document capture to custom processes | ✓ | |
| Use third-party scanning and advanced OCR software | ✓ | |
| BATCH DOCUMENT CAPTURE METHODS | Webdocs | Others |
| Automated document import | ✓ | |
| Custom user import processes | ✓ | |
| DOCUMENT IMPORT BY LOCATION | Webdocs | Others |
| ✓ | ||
| Fax | ✓ | |
| Windows PC directories | ✓ | |
| Windows network shares | ✓ | |
| Linux Samba file shares | ✓ | |
| AIX Samba file shares | ✓ | |
| IBM i IFS file shares | ✓ | |
| IBM i Output Queues (report capture) | ✓ | |
| FTP directory location | ✓ | |
| SharePoint document library | ✓ | |
| Cloud drive storage (OneDrive, Dropbox, Google Drive, Amazon S3, Box, etc.) | ✓ | |
| DOCUMENT FILE TYPES | Webdocs | Others |
| Scanned image documents (TIFF and PDF) | ✓ | |
| Fax | ✓ | |
| IBM i text-based spooled file reports | ✓ | |
| PC based ASCII text files and reports | ✓ | |
| Microsoft Word | ✓ | |
| Microsoft Excel | ✓ | |
| Microsoft PowerPoint | ✓ | |
| Adobe Acrobat PDF documents | ✓ | |
| TIFF image documents | ✓ | |
| HTML documents | ✓ | |
| XML files | ✓ | |
| JPG images | ✓ | |
| BMP images | ✓ | |
| PNG images | ✓ | |
| Audio files | ✓ | |
| Video files | ✓ | |
| Email messages and attachments | ✓ | |
| Rich text format (RTF) | ✓ | |
| PCL print files | ✓ | |
| PostScript print files | ✓ | |
| IBM advanced function print (AFP/IPDS) document files | ✓ | |
| Any PC, IBM i, AIX, Linux, or Mac OS-generated files | ✓ | |
| PLATFORMS SUPPORTED | Webdocs | Others |
| Windows | ✓ | |
| IBM i | ✓ | |
| Linux | ✓ | |
| AIX | ✓ | |
| Mac OS | ✓ | |
| DOCUMENT SEARCH TYPES | Webdocs | Others |
| Basic search | ✓ | |
| Key search | ✓ | |
| Full text search | ✓ | |
| INTEGRATION | Webdocs | Others |
| URL document searching | ✓ | |
| URL document retrieval | ✓ | |
| Microsoft .Net and COM/ActiveX API | ✓ | |
| REST web service API (V1.8.0) | ✓ | |
| Automate Windows Process Automation | ✓ | |
| Custom application integration | ✓ | |
| Windows application integration | ✓ | |
| Web application integration | ✓ | |
| IBM i 5250 CL and RPG application integration | ✓ | |
| USER INTERFACES | Webdocs | Others |
| Desktop | ✓ | |
| Mobile | ✓ | |
| Microsoft Office | ✓ | |
| DOCUMENT IMAGING | Webdocs | Others |
| View PDF and TIFF document types | ✓ | |
| Launch Excel, Word, PowerPoint, and other PC documents | ✓ | |
| Search for documents | ✓ | |
| Annotate documents with text, date stamps, signatures, and more | ✓ | |
| Simple document scanning | ✓ | |
| Easily append to imaged documents | ✓ | |
| DOCUMENT SCANNING | Webdocs | Others |
| Scan documents to TIFF and PDF | ✓ | |
| Enter search index key information | ✓ | |
| Zone OCR capture of individual document fields based on OCR masks | ✓ | |
| Automated OCR processing (single page, multiple page, barcodes) | ✓ | |
| Index capture can be automated via ActiveX/COM API | ✓ | |
| Exit points for custom look-ups and validation | ✓ | |
| DIGITAL DOCUMENT CAPTURE | Webdocs | Others |
| Select documents for capture | ✓ | |
| Print to PDF for capture | ✓ | |
| Drag-and-drop desktop document capture | ✓ | |
| Simple scan to TIFF and PDF for capture | ✓ | |
| Enter search index key information | ✓ | |
| Lives in the Windows system tray | ✓ | |
| MICROSOFT OFFICE ADD-INS | Webdocs | Others |
| Microsoft Outlook email capture | ✓ | |
| Microsoft Word document capture and management | ✓ | |
| Microsoft Excel document capture and management | ✓ | |
| Compatible with Office 2010, 2013, and 2016 32-bit versions | ✓ | |
| SERVER PLATFORMS SUPPORTED | Webdocs | Others |
| Microsoft Windows 2008 and 2012 Server | ✓ | |
| IBM i | ✓ | |
| OTHER Fortra APPLICATION INTEGRATIONS | Webdocs | Others |
| iForms electronic form and document creation | ✓ | |
| Webforms data capture and fillable forms | ✓ | |
| Sequel reports and documents | ✓ | |
| Robot reports and documents | ✓ | |
| Skybot report and documents | ✓ | |
| Powertech security and audit reports and documents | ✓ | |
| Skyview security and audit reports and documents | ✓ | |
| Halcyon monitoring reports and documents | ✓ | |
| GoAnywhere files and documents | ✓ | |
| Automate process automation for captured files and documents | ✓ | |
| Other IBM i application reports, files, and documents | ✓ | |
| Other PC reports, files, and documents | ✓ | |
Let’s Get Started
Seeing Webdocs in action will help you determine how your company can digitally manage the document lifecycle and start automating processes. You’ll eliminate paper, gain visibility over your documents, and boost efficiency across your organization.