Bulk IMPORT folders & documents in Document Management System/ PaperOffice Digitizing made easy
With the simple settings explained in this video, you will be able to:
thanks to the PaperOffice import assistant, you will import your documents and folders directly from your local PC to PaperOffice
to search for the documents later
create workflows and tasks
and much more.
▬ Helpful tutorials on this workshop ▬▬▬▬▬▬▬▬▬▬▬▬
Workflows and work processes part 1: • Maximizing Efficiency with Digital WO...
Workflows and work processes red-green query part 2: • Maximizing Efficiency with WORKFLOW M...
▬ Content ▬▬▬▬▬▬▬▬▬▬▬▬
Introduction to workshop 00:00
What does the import assistant do? 00:50
How do I open the import assistant? 01:15
What import options does the import wizard have? 02:01
Import folder structure with files, how? 02:13
How do I only import the folder structure / When is this option helpful? 03:47
Import predefined folder structure, how? 05:00
Can I add my own predefined folder structure? 05:12
Which predefined folder structures exist? 05:57
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▬ About PaperOffice (the paperless office) ▬▬▬▬▬▬▬▬▬▬▬▬
Thanks to the world's best PaperOffice OCR text recognition, live keyword search and SQL-based revision-proof data storage, you are guaranteed to find every document, even according to its content, in seconds and with ease.
PaperOffice allows documents to be recorded in a wide variety of ways. Existing electronic files are integrated into PaperOffice via drag & drop from the file system, by mass importing individual files or by importing the Windows folder structure.
The powerful and extensive workflow module PaperOffice Control enables the assignment and processing of complex processes, controls document information and tasks efficiently through the company.
Both simple and complex multi-level workflows with branches can be defined. In addition to the simple approval workflows, extensive checking and approval processes can also be implemented, such as an invoice approval by defining multi-level work processes with branches through red-green queries, like a traffic light.
In addition, digital releases can be requested and further actions can be carried out. So the process overview is always kept in mind.
Benefit from our experience and trust in the PaperOffice document management system: digitization of paper documents, audit-proof e-mail archiving, additional advanced search and document management - everything is integrated in PaperOffice and thus enables the perfect conversion to a paperless office.
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Find out more at:
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