Paperless Environments Imaging & Worlflow Automation Software

Workflow Professionals supplies software, training, and implementation services that help firms manage documents and their content electronically, efficiently, and securely. Our suite of Paperless Environments software products automate document management to make document scanning, routing, and distribution easy, efficient, and cost-effective.

Brief product summaries are provided below.  More information on each product is available through the menu on the left.  To schedule a convenient web demo please give us a call at 503-744-0964 or send us an email from the Contact page.

 

Document & Content Manager: pVault

Provides a comprehensive records management system with unlimited document types and robust security.  Capture documents via high-speed scanning, printing to Tiff driver, or drag-and-drop capability. Classify content based on user defined indexes for easy retrieval.  Significantly reduces the amount of time employees spend retrieving and distributing documents. An employee can locate documents and distribute them within seconds via e-mail or fax without leaving their desk.

pVault is the perfect solution for project archives (plans, specifications, correspondence, etc.), Human Resources records, corporate records, insurance policies, and much, much more.

 

Accounts Payable Invoice Routing & Approval: APFlow

Provides a paperless workflow solution for routing and approval of AP invoices and related documents.  Upon completion of the approval process, the data is interfaced into your accounting system with a complete audit trail.

Other companies and products offer AP Invoice approval systems.  How is ours different?  Paperless APFlow creates a reviewer's package, matching and attaching the documents that support an invoice, including Purchase Orders, Packing Slips, Subcontracts, Insurance Certificates, Lien Releases, and other user selected documents.

APFlow^TM, used in conjunction with pVault^TM and pBridge^TM, can reduce transaction processing time and cost by at least 50%. See how APFlow works.

 

Accounting/Enterprise Integration: The Bridge

Standard Bridge

Integrates data from electronically imaged invoices, receiving tickets, and other documents with your existing business applications to create an easy-to-use company-wide system. This powerful tool currently integrates with many industry-standard Accounting/Database Systems.

Advanced Bridge

The Advanced Bridge adds bi-directional integration with leading enterprise applications, including Viewpoint V6 and Penta.  The application programming interface (API) allows you to access images stored in pVault directly from enterprise system forms and drill-down reports.

Custom Bridge

Extensions that integrate any ODBC compliant application with pVault.  Typical applications include lookups and validations against master file tables in third party applications such as Estimating, Project Management, Human Resources, etc.

 

Electronic Document Routing and Controls:  DocRoute

Provides ability to route documents to users based on pre-defined rules or ad hoc assignments.  Includes tracking system, in-box notification via email, and auditing of document views.

 

Handwriting and Text Recognition: Autobatch ICR/OCR

Adds Intelligent Character (handwriting) Recognition and Optical Character (printed text) Recognition to pVault^TM system capabilities. Enables automated data capture from Payroll timesheets, Insurance Certificates, AP Invoices, and other documents.

Payroll Autobatch

Autobatch processing of Payroll dramatically improves efficiency by eliminating the time consuming and tedious task of timesheet data entry.  Validates data from timesheets and interfaces with your accounting system payroll processing files.

 

Automated Interface with Microsoft Outlook:  Outlook Integration

Sends selected emails and attachments from Outlook to pVault, and automatically loads the document index values with the date, sender, recipient, and subject line.

 

Document Assembly and Transfer:  CD Plus

Simplifies the work of providing supporting documents for processes such as audits and time-and-material billing by enabling the assembly of scanned images stored and indexed in pVault.  Once assembled, the documents are copied to a CD/DVD or file folder along with a viewer for easy off-line access to images.