1) Users can split the document into single pages (each as a PDF) or keep the entire document as one file (PDF) either is easy to setup in The document scanning software Create index fields within QuickScan Pro; for example "Owners name, address, client number, unit number and week", the scanner operator could then enter this in manually which would take maybe 20 seconds to key in within QuickScan Pro. While they do this they will see the documents they are indexing in QuickScan Pro's file viewer.

2) If some of the documents are handwritten it might be best to have the scanner operator index each batch in one easy step, The document scanning software can then apply this index information to all documents or pages within a batch. Handwriting recognition is possible, but usually not as accurate unless very specialized and expensive software is purchased.

3) At the end of the batch, with the document scanning software doing all the work except for the quick data entry of the 5 index fields by the scanner operator, the batch is closed, and a new batch can be started and the process repeats itself. The document scanning software then generates an export XML file automatically for each batch upon batch completion.

4) FileHold document management software can then read this export XML file, and pull out all index information, and automatically tag each document. Both index information and documents are than imported into the document management software using our powerful Desktop Client that is designed for batch uploads/downloads by FileHold power users and scanner operators.

5) Once imported into the document management software the users can then search for documents or files using the any/all of the index fields using the document management software powerful search engine.

6) When going paperless, the biggest cost is the time spent by people scanning, imaging, OCRing, and creating PDF documents of each scan. With QuickScan Pro and FileHold you can automate the entire process as much as you would like, keeping the scanner operator highly productive.

7) An additional benefit is you can save each batch / document type settings, and re-use them on additional or replacement QuickScan Pro workstations. Other software may require the scanner operator or IT administrator to configure the system each time, which can be a tedious and repetitive process.

8) Part of the FileHold process is to help customers understand configurations of both the document scanning software and FileHold, and to help them through the entire process. It's quite easy once the first configuration is completed.