1. Quick Fields
®
Extract Value From Your Information
Put the actionable information that’s locked away Learn More Inside
in paper forms, faxes, electronic databases, legacy
systems and software applications to work for you. ` Reduce labor-intensive,
error-prone manual sorting
and data entry
With Laserfiche Quick Fields, you accelerate the flow
of useful information in business operations, reducing ` Gain more control over
labor costs and eliminating errors associated with capture processes with
manual data entry—while empowering staff to use flexible configuration tools
their time more productively.
` Integrate Quick Fields into
existing business processes
The result? You make information available faster,
increase your return on investment and conserve
resources by eliminating manual document processing.
2. Optimize
Your Resource Usage The Quick Fields Process
CAPTURE Capture Documents From:
Laserfiche repositories
ISIS, TWAIN, Kofax or specialized scanners
Network folders
Fax servers
“With Quick Fields, our staff Cut down on costly
can just throw a stack of manual scanning and indexing
documents into the scanner Even with a document management system, data
entry and filing can still be expensive. Manually Identify and Classify Documents Using:
and the system will file them sorting paper and electronic documents for IDENTIFY Image data
processing, then applying metadata and creating Barcodes
and fill in the template fields
folder structures to file them in, can often require Data from a third-party database
Document contents
automatically. It’s so quick full-time staff dedicated to electronic data entry
and filing. Page size
and easy! And it didn’t take Laserfiche Quick Fields transforms capture and
much to get it in place, either.” indexing into an efficient process, helping you
reclaim time and money for other important
activities. Process Captured Images:
PROCESS
Chris Shinnick / MIS Coordinator / City of Buffalo, MN
Image enhancement
Designed for high-volume environments, Quick Image modification or deletion
Fields’ production-level tools automatically Data extraction and validation
capture precise pieces of information from paper Annotations / Stamps
and electronic documents, turning unstructured
information into a viable, actionable resource.
By improving the speed and accuracy of repetitive
manual processes, Quick Fields also helps you
conserve staff time and IT resources. Review:
REVIEW Image quality
` Capture Document content
Pull the information you need from paper and Document name
electronic documents, faxes, forms and third- Storage location
party databases and applications, eliminating Field data
ON Tags
information silos.
` Identify
Categorize and index documents without
OFF labor-intensive pre-sorting.
STORE Store Processed Documents in Laserfiche
` Process
Use extracted information to fill in fields, apply
stamps or annotations, or automatically create
folder structures and file documents.
3. Capture the Power Add documents from both paper ` Read text from electronic documents to Capture Engines
of Your Information and electronic sources into your
quickly sort documents and extract
information to fill out fields and create Scanning
repository with capture tools folder paths. Accommodate your preferred hardware,
designed to simplify repetitive including Kofax, TWAIN and other scanners.
` Capture and process documents in a
processes. From automatically variety of electronic formats, including ScanConnect
cleaning up scanned images for PDFs and Microsoft® Word® documents. Capture documents from ISIS scanners.
improved text and data extraction
` Adjust to changing business conditions Universal Capture
to automatically correcting scanning by reprocessing documents already in Transfer files from network directories,
errors, Quick Fields provides the your Laserfiche repository. fax servers, multi-function peripherals and
X-Ray, large-format and other specialized
functionality you need to capture
` Schedule automated processing sessions scanners.
information faster—and more around the clock, without requiring
Laserfiche Capture Engine
accurately. operator intervention.
Pull documents, metadata and annotations
directly from a Laserfiche repository for
reprocessing.
Capture Enhancement Tools
OmniPage OCR
Automatically pull searchable text from
scanned documents.
Zoom Fields
Zero in on selected image areas so your
scanner operator can quickly enter
information or confirm that data was
captured correctly.
Image Enhancements
Automatically clean up scanned images
to improve OCR results with tools including
line removal, color removal and smoothing,
deskew, despeckling, auto-rotation and
Quick Fields in Action resizing.
Page Removal
Bloss & Dillard Inc. used Quick Fields to dramatically reduce Discard blank pages or cover sheets based
on page number and other sorting criteria.
the costs of scanning 350,000 documents into their Laserfiche
system. Automation with Quick Fields saved 20 minutes per
policy and resulted in over $23,000 in saved labor costs. And
since implementing Laserfiche, the firm has cut the amount of
time necessary to issue a new policy from 10 days to three.
4. Identify and Classify
Documents Without Manual Processing
Manual sorting isn’t just time-consuming and error-prone—
it’s also expensive. Quick Fields automatically identifies and
sorts documents, enabling you to customize handling, processing
and information capture for specific document types. Whether
you recognize forms or documents based on page format or size,
document contents or other characteristics, you eliminate the
need for manual sorting and processing.
With Quick Fields, you can easily manage multiple document
classes in a single processing session, optimizing resources and
improving processing speed. Classify documents using barcodes,
fields, form identification or any characteristics that fit your “With Quick Fields, it’s pretty much a pass over the
organization’s needs—Quick Fields automatically pulls the scanner and we’re done. Laserfiche saves us tons
information you need from large batches of unsorted documents,
of time and man-hours with just the few minutes it
preventing costly errors and operational bottlenecks. You save
time and resources, enabling staff to spend time on more takes to scan these documents.
productive tasks.
We’re not going home any earlier, we’re just doing
more work in a day.”
Melissa Garcia / Records Clerk / Paso Robles Police Department
` Identify and sort forms, customize ` Use iFilter technology to recognize
information capture for specific forms and the text associated with electronic
optimize the quality of scanned images. documents.
` Use document characteristics, contents ` Assign document types on the fly,
or size to identify whether a page is the improving quality assurance and
beginning of a new document. eliminating reprocessing.
5. Identify and Classify
Documents Without Manual Processing
Unprocessed Form
Identify
Application
fety Check
Building Sa
City of Rose
nt
Cliff Fire Dep
artme
Bureau
Form Identification OMR / Auto-OMR
Fire Prevention
368 756 Recognize a document based on its Optical Mark Recognition (OMR)
overall characteristics—even without detects checkmarks on surveys, tests
distinguishing information such and ballots. Auto-OMR automatically
DATE: 03/16/200
9
4545 Center
Hills Road as barcodes. detects multiple zones for validation.
: Jane Meyer
SUBMITTED BY
Information
I. Facility/Site Processed Form Page Size Identification Barcode Plug-In
ZIP: 90007
E: Office Saf
ety Initiative CIT Y: Rose Cliff
STATE: CA
Identify document types based on Identify documents based on a variety
PROJECT NAM d
Center Hills Roa
ADD RESS: 4545 page format or size. of barcodes, including 2D, Code 39,
ner Informati
on Code 128 and EAN 13 and 8.
II. Property Ow PHONE: 562 986
4585
e Meyer ZIP: 90007
CONTACT: Jan STATE: CA
f
Management CITY: Rose Clif 30/200 6
COMPANY: TRS EXP. DATE: 06/
Road
5 Center Hills CLASS: 9999
ADDRESS: 454 30/2006
A4769298 EXP. DATE: 06/
STATE LIC #:
LIC. #: A74 82384
CITY BUSINESS
Form Alignment Zone OCR
III. Work Detai
ls
OF WORK:
Automatically reposition the Recognize document types based on
DESCRIPTION
of tanks
Remove 500
0 gal tank document to match a master form, text extracted from designated areas of
N: Tanks ( ) #
TYPE OF PLA Above Ground
Building/New
Construction
Buil ding/Tenant
Improvemen
ts correcting for scanning errors and a document.
d Tanks (4)
# of tanks RECEIVED
Undergroun Spray Booth
( ) # of hea
ds improving data extraction.
MAY 15 2006
n
Fire Alarm w Constructio
Sprinkler/Ne
/Fire Access
Fire Hydrant Other
ment
nant Improve
Sprinkler/Te
ds
( ) # of hea
sion System
Fire Suppres
Form Extractor Text and Token Identification
Remove form outlines, isolating Use document contents—including
data for more accurate capture. words and word patterns—to identify
documents that require processing.
Classify
A B Document Classification Token Retriever and Collector
Eliminate the need for manual Manage multiple document classes
sorting by automatically classifying in a single processing session using
D C multiple document types in a single information extracted from barcodes,
processing session. Documents can be fields, header sheets or other
classified using barcodes, fields, Form methods.
Identification and a variety of other
methods.
6. Categorize and Organize
Unstructured Data
Once you’ve sorted and identified your ` Improve the accuracy of newly captured
information by comparing it with data from
documents, Quick Fields enables you
other applications.
to automate the processes required to
` Use extracted data from barcodes, document
get the most value from the information
content and customizable areas of forms to “It just takes seconds for our front counter
you’ve collected. Quick Fields extracts the
precise pieces of information you need
automatically name, index and assign metadata
to documents, kick start a Workflow process or
clerks to create batch header sheets with
from paper forms, electronic documents interact with a Workflow already in process. barcodes, and Quick Fields does the rest.”
and databases, then uses that information ` Support all Laserfiche 8 field types, including
to categorize and organize unstructured multi-value fields and fields independent from Garth Bambling / Front Counter Supervisor / York County Clerk of Courts Office, PA
templates.
data. You increase your operating speed
and effectiveness while reducing the time ` Conserve network bandwidth by automatically
spent transferring information between transferring processed documents to the
Laserfiche repository at scheduled intervals.
applications.
Quick Fields in Action
The York County, PA, Clerk of Courts Quick Fields:
Office uses Laserfiche to manage ` Pulls the case number from the state database.
` Extracts metadata and fills in fields.
over 8,000 cases processed annually.
` Creates a folder structure.
Staff create barcoded batch header ` Automatically sorts and files case documents.
sheets, but Quick Fields does the Using Quick Fields, staff easily meet the goal of
heavy lifting. scanning incoming files within four hours of receipt.
7. Categorize and Organize
Unstructured Data
Extract and Validate Data
Barcode Plug-In Real-Time Lookup
Read and extract data from a variety of Extract and validate metadata by
barcodes, including 2D (Datamatrix and retrieving information from databases
PDF417), Code 39, Code 128 and EAN 13 and third-party applications.
and 8, both horizontally and vertically.
Zone OCR Text-to-Token Conversion
Populate fields, create document names Extract text from your documents and
and make indexing decisions based on transform them into tokens for use in
text extracted from designated areas of document indexing and naming.
a document.
Pattern Matching Field and Token Verification
Use regular expressions to separate, Validate extracted data by comparing
verify and correct specific phrases it to a database, completely eliminating
from larger blocks of text captured by manual input and review.
Zone OCR.
Stamp and Annotate Processed Documents
Bates Numbering Automatic and Fixed Annotations
Automatically apply unique identifiers Automatically apply annotations—
for evidentiary documents. including highlight, personal stamp,
sticky note and redaction—to specified
regions of a document.
Permanent Stamps
Permanently affix stamped text or
images to processed documents.
8. Envision
Better Business Processes
Quick Fields 8 offers a range of new features Even More Functionality that’s Even Easier to Use
to improve usability and enhance efficiency. Set up everything you need to get started with Quick Fields right out of the box.
` Preview Quick Fields’ various processing ` Guarantee consistency with automatic image
options with tooltips including “before” and selection, image cycling and auto-selection of
“after” images. data entry areas.
` Get the help you need—each process in Quick ` Simplify process configuration with a library
Fields has a wizard to assist with configuration. of commonly used regular expressions.
(Quick, Standard and Full Wizards are available to help you create a session or a document class, so whether
you’re a novice or an experienced administrator, you can select exactly the amount of help you need.)
( Pop-up tooltips provide previews
of various process options. )
Possibilities for Unlimited Expansion and Integration
Customizable, Intuitive Interface Easily write custom processes and scripts to expand Quick Fields functionality
From a totally redesigned user interface to improved usability, to fit your existing business processes—and work with your existing applications.
Quick Fields 8 offers a completely new experience for the user.
` Write your own VB.Net and C# scripts as a ` Exchange data with outside databases and
` Simplify scanning configuration changes— ` Set keyboard shortcuts for commonly part of document class processing. applications to fully integrate Quick Fields
including scanner functionality and folder used commands. into your business processes.
selection—with updated toolbars. ` Run custom processes on an image or text
` Use screen real estate most effectively with component of a document in Quick Fields, ` Guarantee consistency with automatic image
` Hide, reorder and add constraints to fields movable panes, customizable toolbars and then return the adjusted image, text or tokens selection, image cycling and auto-selection
in order to optimize data entry speed. collapsible menus. to Quick Fields for further processing. of data entry areas.
9. Quick Fields
at Work
From capture and processing to data
extraction and validation, Quick Fields “We are constantly looking for efficiency
gives you the tools to work faster, easier improvements. Like other government
and more efficiently—in any industry.
agencies, we are tasked with ‘doing more
with less,’ and automating document
sorting and indexing with Quick Fields is
a big part of how we’re managing that.”
Rosalind Collins / Deputy Commissioner of the Revenue / City of Charlottesville, VA
Government
Government agencies use ` Automate scanning and indexing of
uniform documents, such as business
Quick Fields to rapidly personal property returns.
process application forms,
property documents and ` Pull information from a third-party
database and use it to create a folder
public records, increasing structure, cross-check data entry or
revenue generation and populate template fields.
ensuring rapid staff access to
` Generate case folders from a CAD/
information while relieving RMS and populate index fields for case
paper-related labor and documents—including lab reports, audio
and video—to enable instant retrieval for
storage costs.
authorized law enforcement personnel.
10. Quick Fields
at Work
Financial Services “We simply attach the cover sheet to its
Quick Fields provides flexible ` Use Zone OCR technology to read client corresponding billing record and Quick
capture options to help financial
account numbers and names on statements
and automatically fill in matching template
Fields does the rest. Along with our medical
services organizations accelerate fields, then file them in the appropriate folder. billing system, Laserfiche is one of our core
information sharing, improve
workflow and promote profitable
` Access multiple third-party databases to applications. We would be hard-pressed to
retrieve client information from appropriate
operations. Depending on your business lines and automatically populate function without it.”
each scanned document’s template fields
infrastructure and business needs,
with client demographic information.
use Quick Fields to perform
Matt Brown / Solutions Architect / JJ&R Medical Data Systems, Inc.
central forms processing or ` Instantly create a folder structure, file
documents in the appropriate folders and
distribute processing to branch
route files to designated staff for processing.
offices or field representatives.
“We love Quick Fields. There is really nothing out there like it. Healthcare
We tend to track an above-average amount of investment detail,
With Quick Fields, healthcare ` Use barcoded index sheets to
so we need to have all of a client’s statements readily accessible, organizations capture all patient
automatically scan, separate and index
paper documents.
with complete data. Quick Fields does that for us.” documents, extract template field
data and automatically generate ` Fill in all necessary document
metadata—such as the patient’s name,
patient folders. In the back office, insurance number and other identifying
Mark Berger / Principal / Berger Financial Group
staff minimize manual data entry information—by extracting information
from barcodes or document text.
and related errors, while front
office staff improve patient care ` Use document text to instantly file all
with rapid access to information. documentation in the same folder, so
staff can instantly access the information
they need in order to process a claim.