Imagine walking into an office and having a handful of documents on your desk that need to be stored into your companies document management system. You will then undergo the elongated process of scanning the papers to an email from the email they will then save them to a folder, and from there direct the file to the proper location within the document management system. What if this whole process could be streamlined just by the click of a button at the device. Don’t let the aches and pains of going through such a tedious process get in the way of the important work that needs to be accomplished.
Umango has created a multitude of solutions to help its end users connect into their DMS in one fast, easy, and painless process. Whether it be through an integrated connector, ODBC, scripting or creating XML files, Umango has made life a whole lot easier when it comes to filing away documents. Here is a quick summary of the different methods that can be used and their different approaches in storing documents.
A brief description of connectors so you have a better understanding of how this connection works, is a connector is a way of one database communicating to another through an Application Programming Interfaces (API). Umango has been proactive when it comes to meeting the client’s needs for popular DMS products. With integrated connectors into Office 365, Alfresco, X Plan, File Bound, Organise IT, and Affinity, the list goes on and continues growing. Having these integrated connectors allows the users to sync jobs, create folder structures, or prompt users to select from a constrained list of folders to store the documents into the DMS. One of Umango’s greatest strengths is in the batch scanning space, which is a perfect fit for companies looking to go from paper storage to a document managing system.
Open Database Connectivity
Open Database Connectivity (ODBC) is a clever way to connect with stored information and bring back relevant data regarding extracted data off of the document. For instance, a user might extract a client’s name, and using ODBC, it can retrieve information and send back other relevant data stored in that client’s name such as a social security number, phone number, address or birth date depending on what pieces of information were stored in the database. ODBC-compliant databases include programs like Excel, Spreadsheets, and CSV files. Any data within these structures can be manipulated, updated and synced through Umango to store, remove, and alter any metadata within the database.
Scripting is one of the most powerful tools Umango has when it comes to storing. Having the flexibility to be able to give users the ability to customize workflows that normally would be turned down is a breath of fresh air for many companies. With a built-in SDK into the Umango Server, Umango finds ways to complete a unique scripting experience in a way that is most appealing to the client.
Extensible Markup Language (XML) and Comma-Separated Values (CSV)
Being able to create DMS readable files can be a nice approach to companies that use a system that can pick up files from a watched folder and store them based on their formatted data value. This would allow for users to extract data off of a document, include that data on the CSV or XML file, the DMS will retrieve it and then store it correctly.