Document Capture

Scanning from supported YSoft SafeQ terminals is simplified in order to reduce errors in user input already at the time of capturing a document. The following document capture features are available:

• Role-based access control to scan workflows.

• User input metadata—An administrator can configure a YSoft SafeQ terminal to prompt the user to provide information related to the document, for example, the project or client name, invoice number, etc. The following types of user input methods can be used:

  • Free-text user input metadata—An administrator can configure YSoft SafeQ terminal to allow free-form text to be entered by the user.

  • Pre-populated “list” metadata—An administrator may present a drop-down menu list of choices for the user to select from on YSoft SafeQ terminal. Lists may be populated "live" from CSV or XML files or can be static and defined manually in the management interface.

  • Folder browsing—allows the user to select a folder in the destination system using the YSoft SafeQ terminal.

• Predefined scan settings—scan resolution, sides (simple/duplex), color

Document Processing

The following processing options are available in Core Workflows:

• Barcode recognition

• Common image output formats and read-only PDF output

• Filename definition, capture, and user input variables can be used

Destinations

A scanned document may be delivered to one of the following destinations either under a pre-defined "service account" or on behalf of the user logged into the YSoft SafeQ terminal:

• Local or network filesystem

• Email (over an SMTP protocol)

• Email (over a Microsoft Exchange server)

• DropBox Business/Enterprise

• Microsoft SharePoint 2010

• Microsoft SharePoint 2013

• Microsoft SharePoint 2016

• Microsoft SharePoint Online

• Microsoft OneDrive for Business

• Script (a custom script is executed to deliver a document to a custom destination or apply additional processing)

Document Capture

All document capture features are currently part of the Core Workflows module.

Document Processing

Advanced Workflows extend the document processing options of Core Workflows with the following features:

• Optical Character Recognition (OCR)

  • Available output formats:

    • Searchable PDF

    • Searchable PDF/A (an ISO standard suitable for long-term archiving requirements)

    • Editable DOCX, XLSX, XLS, PPTX, RTF, TXT

• Image pre-processing and cleaning

• Document formatting:

  • Append/prepend to a PDF

  • Blank page removal

  • Scan job separation

    • Separation by barcode occurrence

    • Separation by page count

    • Separation by a standard separation sheet

  • Page orientation auto-correction

  • Splitting of dual pages (used e.g., for scanning books)

• Document Post-Processing

  • Highlighted text extraction/redaction

  • PDF MRC Compression, encryption and protection by password

Destinations

All supported destinations are currently part of the Core Workflows module.