Intelligently streamline deliveries with AutoDoc HSE

Listed below are some of the key features AutoDoc HSE offers. Note that some features are limited, or excluded, in some versions – please refer to the version comparison page for further details. You may also like to check out our online presentations to see some visual demonstrations of AutoDoc HSE.

If you’re already using an earlier, non-HSE AutoDoc product (for example, AutoDoc 1.0 or AutoDoc 2.0), you may like to see how the new AutoDoc HSE product compares to earlier products.

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Intelligently contextual delivery – e.g. Invoices are processed under the predefined, user-defined configuration for invoices, while Monthly Statements are processed under the Monthly Statements configuration.

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Document content can be incorporated into deliveries – e.g. an invoice for $2200, for your customer ABC Automotive, can be emailed (via print to email) to the customer with a subject heading “Invoice for $2200 from {Your Company} to ABC Automotive”. This is achieved by the use of ‘variables’, which are defined based on font colour of text, or on the location of text on the page.

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User profiles – allows document deliveries to be handled and tracked on a per-user basis. User information (such as a phone number) can also be used to personalise document deliveries (e.g. an email signature with “Please don’t hesitate to contact me on {phone number} if you have any queries.”

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Optional configuration of letterheads/watermarks/overlays to be added to deliveries. Letterheads can be defined differently for different pages in the same delivery.

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Support for multi-language deliveries at a form level.

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Simple deployment – single installation only.

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Multi-threading support to the AutoDoc HSE printer, and from the AutoDoc HSE printer to destination printers, to speed processing.

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Terminal Server (RDP) support.

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Configurable PDF options (e.g. document properties, security, quality, support for third party digital signatures) for emails and archive files.

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Client Side application can be installed to enable extra functions for network users:

  • Client Log:
    • Users can view their own print jobs submitted to AutoDoc HSE Printers
    • High level of detail available showing what form and processing rules were applied to the document
    • Ability to ‘drill down’ into previous jobs, viewing Emails, Faxes and Archives
    • View documents that require attention or have failed processing rules
    • Transaction counters showing the total number of each type of message delivered
  • Client PDF Printer Function
    • Network users can have their own PDF Converter to generate industry standard PDF files with ‘Print to PDF’ functionality
    • Ability to add up to three letterheads to the printer trays giving pre-printed stationery support
    • Output tray function to combine PDFs
    • “Scan” images to PDF, from local image files or from devices (e.g. digital camera)
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Multiple forms – allows different delivery methods (print to fax, print to PDF, print to archive, print to email, print to SMS) and options to be preconfigured to achieve intelligently contextual delivery.

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Multiple delivery methods and options supported:

  • Email:
    • MAPI or SMTP (AutoDoc HSE includes its own email client)
    • SSL supported
    • Configurable email options
      • CC and BCC to other AutoDoc HSE users
      • Request read receipt
      • HTML or plain text
      • MAPI – send immediately or pop up a ‘ready to send’ notice
    • Document being delivered can be included in multiple formats (e.g. PDF, Microsoft Excel®, Text, XML)
    • Can include extra attachments (additional to the original document)
    • Email fields (e.g. subject heading, message body) can include user info and document-specific info
  • Fax:
    • Supports Streamline’s MessageSaver gateway internet fax service, Microsoft Fax® and ActiveFax® fax software and fax server software
    • Can include user-defined coverpages (dependent on fax service used)
    • Includes timing and priority options (dependent on fax service used)
    • Fax fields (e.g. subject heading) can include user info and document-specific info (dependent on fax service used)
    • Can include extra documents in the fax transmission
  • Print:
    • Send to multiple printers
    • Paper-saving option to only print hard copies of pages that aren’t otherwise delivered outside the organization
    • Ability to process RAW data from non Windows sources such as DOS, Linux and AS/400
    • Four user-definable printers of choice for each user
  • Archive:
    • Electronic document storage with PDF or XML file formats
    • Configurable archive path can include system info (e.g. date), user info, and document-specific info for intelligently contextual document archive delivery
    • Configurable overwrite/append options
    • Can be configured to run an application/batch process after archiving (e.g. GoldMine® software)
    • Up to 4 separate Archive paths
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Ability to create multiple AutoDoc HSE printers to increase processing capacity.

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