FileBound: Content Management Software

The challenge today is finding a way to control and manage information created from disparate sources and stored in many different forms – including paper files, document images, digital application files, emails, faxes and many others. The answer is FileBound – a web-based Content Management Solution that accepts and combines this disparate content, organizes it, distributes it via workflow, stores it and provides secure access to it when and where users need it.

Document Imaging

Imaging is a required component of any content management solution. FileBound delivers the functionality you need to convert your paper documents, and begin realizing the benefits document imaging delivers. Within the FileBound framework these converted images can be stored, managed, and retrieved seamlessly with all your other information assets. Also, images committed to the system can trigger workflow processes based on process rules configured within the FileBound workflow module.

Workflow

Many applications require multiple decision points and document sharing among multiple users. Which is why incorporating Workflow into all your Content Management Solutions is essential. The FileBound Workflow Module automates the collaboration and assignment of tasks to accelerate the completion of critical business decisions – for increased operational efficiencies, reduced costs and maximum organizational scalability.

Advantages of Workflow implementation:

• Allows companies to define, study and document their business processes
• Automatically distributes work or tasks to specified users or groups for action or decision-making
• Reduces time and costs associated with manual steps or inactivity
• Complete reporting and process audit trail
• Promotes responsibility and accountability

Typical applications that benefit from the FileBound workflow include Vendor Invoice processing, HR hiring processes, Medical Transcription approvals, Lab Results routing, Remote Coding applications and Loan Approval processes. In each of these applications routing rules are configured which include the route each document takes upon entering the workflow based on index data. At each step in the workflow, decisions are made which determine the next step in the process. At each step users have the ability to create notes that travel with the document as it is processed. Users are assigned tasks that need to be completed and are notified of the task via email and with an entry in their task list.

Documents can enter a workflow either as a result of scanning the document, importing of application documents, the creation of an electronic form or through manual assignment.

FileBound Electronic Forms System

FileBound allows you to create and store a library of on-demand forms to automate the creation, distribution, and filing of transactional forms. These templates can be configured as Word, HTML, or XML documents. To create a form within the system, data from the FileBound data base or from external data sources can be merged into the form. The created forms can be routed down a workflow for completion or printed. The printed forms include a unique document ID barcode generated by the system and placed on the form. This allows completed forms to be tracked and auto-scanned into the system by reading the barcode. FileBound also has the ability to integrate with existing forms creation applications. These forms are passed through FileBound prior to printing which places the ID barcode on the form for auto-scan input into the system.

Integration

Information comes from numerous sources today, and it’s critical that it be saved quickly and efficiently. It’s why today’s Content Management Solutions require the integration of your core business applications and Windows. Likewise, the data in your existing core applications has been accumulated over time at considerable expense – bringing it on board with current data simply makes good sense. Yes, full integration is the goal. And FileBound is the digital pathway that gets you there.

The FileBound integration solution consists of three major components:

Integration Kit which integrates with Windows, enables desktop scanning, searching, audio recording, screen shot capture and CD/DVD production. The best feature? It is all standard functionality! Application Integrator is used to link a business's core application (i.e. AP, AR, HR, Manufacturing, Practice Management Software) to FileBound. This is accomplished in one of two manners. The first is the mapping of form fields and using a predefined hotkey to launch a FileBound search or indexing event. The second is screen scraping as in a terminal emulator to again launch a FileBound search or indexing event. Custom Development - The FileBound Content Management functionality can be embedded within existing applications or used as a development platform to create new content centric solutions. FileBound provides the APIs, sample code, documentation, and training developers require to successfully build custom Content Management Solutions.