Overview
1. MetaServer Export – Export to Alfresco
With the MetaServer Export to Alfresco action, you can export documents to the Alfresco Community Edition or the Alfresco Content Services Enterprise Edition.
You can construct the folder structure and file name using fixed elements and variables or metadata fields.
Select a custom document type and map variables or metadata fields with its properties.
The export connector makes use of Alfresco’s versioning feature and when a document with the same name is exported a new version of the document will be created.
2. “MetaServer Export – Export to Box
With the MetaServer Export to Box action, you can export documents and their metadata to Box.
With Box, you can automatically name folders, subfolders and files using fixed values, system values or MetaServer fields.
You can map MetaServer fields with Box metadata attributes for precise searching. You can also generate searchable PDFs (or PDF/A) to perform a search on any word in your scanned documents stored in Box.
Once your documents reside in Box, they also become mobile. Box apps are available for Android and iOS smart phones and tablets.
And if you want to store documents on your local system or server, install the Box Drive software to keep a local replica of your documents as well.
You can use the Box connector with any of Box’ subscription plans. However, Custom Metadata Templates are only available starting from the Business Plus plan.”
3. “MetaServer Export – Export to Database
With the MetaServer Export to Database action, you can directly update a SQL Server database or any database that can be connected through ODBC. ODBC (Open DataBase Connectivity) is a standard to connect to databases. Windows comes with pre-installed ODBC drivers for MS SQL, Excel, MS-Access and more. If the ODBC driver for your database in not installed, it’s a matter of searching the internet to find and install the ODBC driver.
Some example use-cases:
- A small business or an office’s department stores their customer or supplier data in a Microsoft Access database or Excel table.
- A hospital stores patient information in a Microsoft SQL database.
- A lawyer’s office stores client data in an Oracle database.
If a record is not already present in the database, it will automatically enter a new record. Optionally you can also choose to always add new records and never overwrite existing ones.
In our example, we will make use of the “CB – STATISTICS” workflow. This workflow is automatically installed with CaptureBites MetaServer.”
4. “MetaServer Export – Export to DocuWare
With the MetaServer Export to DocuWare action, you can export documents to DocuWare Cloud and On-Premise.
Basically, DocuWare stores documents in File Cabinets. Each document can be categorized using multiple index fields. In the Export to DocuWare action, you can directly connect to your DocuWare system and list all available File Cabinets.
After a File Cabinet is selected, the associated index fields are listed and can easily be mapped with MetaServer fields and values. If you use index fields as DocuWare task triggers, then you can start a DocuWare task automatically by feeding the trigger index field the correct value directly from MetaServer.
MetaServer can also export documents to DocuWare Document Trays. Consider a Document Tray as a generic inbox for documents that need some human interaction or further classification. Document Trays don’t feature index fields because the purpose is to assign them to a File Cabinet in DocuWare manually or by using automation inside DocuWare. You can configure the document name displayed in the Document Tray by using a combination of MetaServer metadata fields and values.”
5. “MetaServer Export – Export to Email
MetaServer’s Export to Email feature allows you to distribute your processed documents electronically through email. Fields can be used to specify the email recipient(s), subject, attachment’s file name and to define the body text.
Some example use-cases:
- Email the processed documents to trigger a business process.
- Email documents to a predefined email address to save it in a document management system.
- Automatically send the processed documents as PDF attachments to specified recipients.
- Email documents with missing information, for example, a missing signature, to a pre-defined email address for exception processing.
- In our example, we will make use of the “CB – INVOICES US” workflow. This workflow is automatically installed with CaptureBites MetaServer.”
6. “MetaServer Export – Export to Enadoc
The Export to Enadoc action allows you to export documents to a specific Enadoc library using a Tag profile of choice to set the document’s security level.
You can map data extracted with MetaServer with the Document Indexes associated with the selected Enadoc Library.
It also includes the possibility to set a document link that can be shared via email (using an Export to Email action) or include as a hyperlink in a CSV, XML file or database table.
The key features of the Enadoc solution include:
- Cloud based or on-premise
- Integrated document viewers
- Custom metadata
- Ability to implement multiple security levels at user and document level
- Document retention policy management
- Records management
- Integration with external systems
- Disaster recovery capabilities”
7. “MetaServer Export – Export to SAP R/3 & SAP S/4 HANA
With the MetaServer Export to SAP R/3 action, you can export your documents to SAP R/3 using an archiving with barcode method or you can export documents to a specific workflow.
When scanning large, multi-page color PDFs, you can use the Scale Page(s) action first to save space and improve export speed and download speed when looking up documents.
If you want to archive searchable PDFs, you can also combine it with a Convert to Searchable PDF action.
If you want to export the documents as TIF files and/or you want to convert the document to black & white, you can combine it with the Convert to Multipage TIF and Convert to Black and White action.”
8. “MetaServer Export – Export to SharePoint
With the MetaServer Export to SharePoint action, you can export documents to SharePoint on premise or SharePoint Online.
You can construct the folder structure and file name using fixed elements and variables or metadata fields.
Select a library and content type and map variables or metadata fields with its columns.
The export connector makes use of SharePoint’s versioning feature and when a document with the same name is exported a new version of the document will be created.
Kofak Express
1. Alfresco Export Connector
Enterprise-class document management at a fraction of the cost
Alfresco is an open source document management system. It is positioned as a single unified repository to manage any content – Documents, Images, Video and Audio.
With the CaptureBites™ Alfresco Export connector, it is possible to scan batches of documents, automatically index them with bar codes or OCR and export the documents as TIFF, PDF, PDF/A or super compressed PDF into Alfresco.
You can map Kofax index fields with Alfresco content type specific properties and / or Alfresco Aspects (global properties).
The connector is compatible with Alfresco Community and Alfresco Content Services Enterprise Edition.”
2. Box Export Connector – Scan to Box
Scan to your Box cloud storage including Box metadata attributes
Box, OneDrive, Dropbox, Google Drive and Amazon Drive can all be used to store and share documents in the cloud.
But Box has a strong focus on business users and lets you share files with colleagues, assign tasks, leave comments on someone’s work, and get notifications when a file changes. You can even create text documents in the integrated Box text editor.
These features make Box a good solution for document management, including management of scanned business documents in PDF format.”
3. Database Export Connector
Export images and update corresponding index data to a database of choice
The most straightforward way of image enabling a business process is by adding a reference to a scanned document to an existing database. This could be a Microsoft SQL patient database, An Oracle 11g employee database, Sybase manufactured goods database or, for a small business or department, it could be a customer or supplier MS-Access database.
As long as you can connect to the database through an ODBC data source, it is possible to update your database with the CaptureBites™ Database export connector. You can also directly connect through an SQL Connection string with a Microsoft SQL Database and make use of BLOB fields to upload images.”
4. Email Export Connector
Scan batches of documents and assign an email address to each document for electronic distribution
Email_140With the CaptureBites™ Email export connector you can scan a batch of documents and distribute them electronically.
Index fields can be used to specify the email recipient(s), subject, attachment’s file name and to define the body text.
You can use the CaptureBites Email connector to email scanned documents internally and trigger a business process.
It can also be used in the mail room to scan incoming mail with Kofax Express or with Kofax Capture / TotalAgility. Each mail item is associated with an email address from a pick list or through database look-up.
After scanning and exporting the mail, emails with PDF attachments are automatically delivered to specified recipients. It is also possible to specify one or more cc email addresses for archiving all incoming mail in an “archive” mailbox.”
5. Folder Export Connector
Define index, folder and file names, TIFF settings, PDF settings (bookmarks, password,…) and full text output.
CB_Folder_140Use the versatile CaptureBites Folder export connector to export to a folder structure of choice. You can define an unlimited number of sub folders and use Kofax Express index fields or system values to name them.
Generate full text output in standard txt format for each scanned page.
Create bookmarked PDF files, configure PDF passwords, split PDF files to a defined maximum size and set specific PDF properties.
If your back-end system only works with a specific kind of CSV or XML import file, you can make use of the custom XML / CSV setup and configure any index format you desire.
Next to an export destination of choice, you can also generate a backup of all your document files to an external drive or backup server. All this during a single export.”
6. Secure File Transfer Export Connector
Transmit sensitive documents and index data over a secure FTP connection
Service providers or companies with remote scan sites often need to transmit documents over an internet connection.
However, documents transmitted over the web can be intercepted which poses a security risk. For transmitting sensitive or confidential document images and data, a secure and encrypted connection is necessary.
The CaptureBites™ Secure File Transfer Connector transmits documents and index data over Secure FTP and supports both the S-FTP and FTP-S encryption protocols. The connector can also transmit over standard FTP without encryption for maximum compatibility.”
7. “IBM Content Manager OnDemand Export Connector
Export documents and indexes to IBM CM OnDemand
IBM Content Manager OnDemand (IBM CM OnDemand) is IBM’s multi platform content management software runs on a variety of platforms, including Windows Server, Linux, IBM AIX, HP UX, Solaris, IBM DB2, Oracle and Microsoft SQL Server.
It’s both powerful in managing computer generated outgoing documents for self-service access to bills, invoices, statements and other customer facing documents and incoming electronic or scanned documents.
The CaptureBites IBM CM OnDemand Export Connector is optimized for batch scanning of paper documents with Kofax Capture / TotalAgilty or Kofax Express and exports both image files (PDF or TIF) and associated index data into IBM CM OnDemand using the IBM’s Generic Indexer. For more information about IBM’s Generic Indexer, please refer to the IBM CM OnDemand Common Server Administration Guide here.”
8. “Multi Export & Multi Stream
Export a single batch to multiple destinations or export a color stream and black & white stream with a single click.
With the CaptureBites™ Multi-Export connector, you can export a single batch to up to ten different destinations. This is very useful if you want to send scanned documents to a variety of destinations such as a file server, an external drive for backup, to an FTP or SFTP server, to email, etc
For example, per destination, you can precisely define which documents and pages need to be exported and whether the images should be exported in color or black & white.”
9. OpenText Content Server Export Connector
Get control over scanned documents and its metadata across the enterprise.
OpenText Content Server is the core content repository for the OpenText Content Suite, a fully featured, highly scalable, web-based document management system providing a secure, single repository for organizing and sharing enterprise content.
With the CaptureBites™ OpenText Content Server Export connector, it is possible to scan batches of documents, automatically index them with bar codes or OCR and export the documents as TIFF, PDF, PDF/A or super compressed & searchable PDF into OpenText Content Server.”
10. “Print Export Connector
Turn Kofax Express into a sophisticated scan to print solution.
The CaptureBites™ Print export connector turns Kofax Express into a sophisticated scan to print solution. You can print reports composed of index data formatted as text, QR Codes and Bar Code 128. You can also use the actual document images in thumbnail format in your reports.
You can select a background image containing a layout. Reports can be printed to any Windows printer or exported as document to a document management system.”
11. “ERP Document Export Connector for use with SAP R/3 & SAP S/4 HANA
Late and early archiving with bar code. Early archiving with workflow.
CaptureBites™ teamed up with KGS Software to develop the CaptureBites ERP Document Export connector for use with SAP R/3 and SAP S/4 HANA.
We wanted high quality and robust connectivity with SAP R/3 & SAP S/4 HANA. Therefore KGS Software who is SAP‘s worldwide outsourcing partner for SAP ArchiveLink® interface certification turned out to be the ideal technology partner.”
12. “SharePoint Server & Online Export Connector
Export scanned documents and associated metadata to Office 365 SharePoint Online or SharePoint Server
SharePoint_140With the introduction of SharePoint Online, starting your own SharePoint site has never been easier and affordable.
Microsoft offers Online SharePoint subscriptions and if you already have an Office 365 subscription for small business or for enterprises, you already have access to SharePoint online.
The Export Connector also supports on-premise SharePoint Server 2007, 2010 and 2013.
With the CaptureBites™ SharePoint Server & Online Export Connector, it is possible to scan batches of documents, automatically index them with bar codes or OCR and export the documents as TIFF, PDF, PDF/A or super compressed & searchable PDF to SharePoint Online or to on-premise SharePoint Server.
The connector is developed using the SharePoint web services API which allows to directly upload index documents to online SharePoint libraries and populate columns with index data.
The connector supports Subsites, Standard and Custom Content Types and Column mapping. Column Types can be text, choice list, date, amount etc.”