Simplifying Event Registration Processes

As nice as it is to get lots of registrations for an upcoming event – for an event’s organizer, receiving a registration form is just the beginning of a workflow. Forms must be collected and stored, payments need to be recorded and compared. With DocuWare, this entire process virtually runs itself: login data is recorded in a well-organized manner and each transaction automatically initiates the next steps.

 

Hybrid Data Storage: Access Your Local ERP System via the Cloud

DocuWare can automatically download data from an ERP system and use it for indexing. But what if the documents are in the cloud and the ERP is installed locally? It’s simple – just use DocuWare as a hybrid cloud and dip into the local database from the cloud. Here's an example:

 

Cleaning Up Data...Quickly

Organizing in DocuWare is a lot like everywhere else, whether it’s your kitchen, toolbox or desk: once things are cleaned up, it’s a whole lot easier to find what you are looking for. So when a misspelled company name is supplied as as an index term, related documents certainly won’t be easy to find. Making corrections along the way are certainly worthwhile to make...and quickly handled.

 

Project Folders – A Simple Way to Store Documents

Folders give you a perfect overview of specific project-related documents along with all other documents. New information is immediately visible and available to all project participants. Here’s how you can use the same structure for simple storage.

 

Mandatory Fields Bring Order to Your File Cabinet

Indexing invoices with a barcode offers a lot of advantages – including the fact that an invoice can be clearly assigned to a specific booking record in your ERP system. To ensure that invoices are always indexed with barcodes, it’s best to set up a mandatory field. You can quickly do it yourself!

 

Unique Numbers from the Start

Whether invoices, orders, or an inbox - with clear consecutive numbers, further processing is often a lot easier. For this purpose, Automatic Numbering is a feature now available in DocuWare.

 

Intelligent Indexing: 5 Tips for Field Mapping

Intelligent Indexing replaces tedious indexing work for ultra-rapid document storage. To make the most of this self-learning service, we’ve got 5 tips from DocuWare‘s Support Pros for the best way to set up and assign index fields.

 

Adding a Delivery Note to a previously stored Invoice

Say you’d like to add a delivery note to the record of a previously stored invoice. It’s simple with DocuWare Client. Just drag the delivery slip from the basket and drop it on the invoice appearing in a result or task list. You can also decide in which order the documents should be combined. Here’s how:

 

50% Faster: Moving Data into Your Accounting Program

Incoming invoices can be processed even more rapidly when invoice data is automatically transferred into your accounting software. This includes all data that is typically captured and made available through DocuWare, such as an invoice date and number, amounts or cost centers. By grabbing this information, you already have the basics for booking records or making suggestions to your accounting program, making the billing process even easier for larger volumes. It also reduces potential errors by eliminating manual input. 

 

Tip: Making Intelligent Indexing Even Smarter

More than a thousand DocuWare customers are using Intelligent Indexing today for ultra-quick document storage. This unique service reads through documents and recommends specific indexing terms. Nearly 14 million documents have already been stored and indexed with Intelligent Indexing. The service’s accuracy rate is above 80 percent. But what can you do when Intelligent Indexing is not reading the words you want it to? It’s just a matter of the right training.

 
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