Acquire Area

This section provides information on all the key features of PaperSave Acquire Area. It educates you on how to get started with the Acquire Area and understand various functionalities offered within the Acquire Area. This section in the User Guide can be used as an ongoing reference for the personnel working on the PaperSave Acquire Area.

 

Introduction to Acquire Area

Acquire Area facilitates you to add the scanned or electronic documents that you receive such as invoices, contracts, correspondence, vendor documents, receipts etc. You can add the documents to an existing Workflow using TWAIN compliant scanner, Fujitsu fi-NX series scanner, Check Scanner (for specific scenarios only) or uploading electronic document from your file explorer. You can also add documents to integrated application records, and continue adding items to recently acquired documents.

 

You can batch the documents by assigning them to a batch, if required. The field values can be defaulted for sets of items as they are scanned or uploaded. The documents go through an Optical Character Recognition (OCR) capture and data extraction process if the OCR is enabled for Workflow. It will auto fill the captured values in the profile field panel upon completion of OCR processing. The fields captured automatically present a confidence score that indicates the likelihood that the system was able to “read” the value properly. This helps you focus on validating values set on fields with a low score.

 

You can validate the fields automatically captured, set other fields manually, and annotate the documents to highlight important information, redact sensitive data ,write note directly on document pages, and more. Once done, you can submit the acquired items to the selected Workflow or Integrated Application.

 

Acquire Area offers the following major functionalities:

  • ACQUIRE DOCUMENTS for the following options
    • Workflow document
    • A document related to specific application record
    • A document stored to specific PaperSave document type
    • ScanLater/Recapture stack
    • Acquire Recently added documents

     

  • ACQUIRE DOCUMENTS using below acquisition methods
    • Scan using TWAIN compliant scanner
    • Scan using Fujitsu fi-NX series scanner
    • Drag items or select the files to upload from file explorer
    • Scan using the Check Scanner (optional)
    • Generate a Barcode to scan later

     

  • VALIDATE DOCUMENTS before you submit them to the Workflow
    • Annotate the document like highlighter, pen, arrow, line, ellipse etc.
    • Add pages, Split, Join and Rotate the pages for unsubmitted items in thumbnail view.
    • Review and Edit the Profile fields in the item viewer.
    • Access the unsubmitted Workflow items

     

  • SUBMIT DOCUMENTS to the desired Workflow/Integrated Application

 

The following topics will help you explore the detailed features associated with each step in the Acquire Area: