PSIGEN links SharePoint and Office 365
SharePoint Document Capture specialist PSIGEN Software has launched new Data to Document Linking (DDL) Technology for integrating SharePoint Lists and Document Libraries.
The technology automatically creates a relationship between a single document copy, and sets of data within SharePoint Lists.
This new feature provides a multi-step integration between:
1. Documents are captured, classified and data is extracted or entered. For multiple record documents, like invoices with line items or a check that pays multiple vendors, sets of data are assigned to documents in PSI:Capture.
2. When the Capture Workflow is complete, a single copy of the document and a subset of data are sent to a SharePoint Document Library for archive and retrieval purposes.
3. All document data is routed to a SharePoint list and auto-linked to the corresponding document within the Document Library.
"Many of our Microsoft SharePoint and Office 365 partners are building custom document capture solutions centered on the data contained within their scanned or imported documents," said Bruce Hensley, President of PSIGEN.
"DDL allows SharePoint to be both a data and document repository for solutions like Invoice Processing, Contract Workflow and Claims Processing."
DDL has many benefits, including:
Reducing required storage by allowing a single copy of a document to be referenced by multiple sets of data.
The technology "data enables" your documents, and the corresponding data can be utilized for reference by other Microsoft Technologies (Dynamics), for reporting purposes, or for Business Intelligence purposes.
It opens up new data gathering offerings for partners where scanned documents can be collected, information harvested, and then placed within SharePoint.
It fully integrates with all of PSI:Capture's Managed Metadata and Term Store capabilities, allowing for auto-creation of Taxonomy structure based on document characteristics.