How our customers use WorkStream

Workstream is a highly configurable application that is governed by business logic and structured inputs, with the aim of automating business processes. It captures data and documents from diverse sources, applies processes and communicates with other digital systems. Using drag and drop functionality, users can rapidly create multiple workflows that move documents and data through automated processes, meeting real business needs.
Automate Document Filing

Automate Document Filing

Automatically index and store documents in a secure, encrypted document repository.
Route Business Documents

Route Business Documents

Route business documents based on predefined rules to business users for review, approval and processing.
Migrate Company Data

Migrate Company Data

Migrate company data to achieve automated migration, freeing up human resources from tedious tasks.
Trigger Conditional Workflows

Trigger Conditional Workflows

Prompt workflow steps conditional to actions being completed or content being validated.
Case Study: Automatic processing of paper documents for IMRO

Features of WorkStream

Multi-Function Integration

Multi-Function Integration

Scan documents & capture data from leading MFD devices
Scheduler

Scheduler

Scheduled actions and processes at defined times or at scheduled intervals
Robotic Process Automation

Robotic Process Automation

Automate robots to capture documents, apply processes and communicate with other digital systems
Intelligent Integration

Intelligent Integration

Integrate with external sources such as DropBox, Outlook, Google Docs, SharePoint, OnBase, DocuWare, SAP, Navision, Sage, and more.
Intelligent OCR

Intelligent OCR

Capture selected areas or data from documents, scanned images and faxes.
String Manipulation

String Manipulation

Identify and extract key data from text fields using regular expressions on built-in scripting engine.
Barcode Recognition

Barcode Recognition

Read barcodes and extract associated data.
Trigger Email

Trigger Email

Send email via SMTP based on certain conditions.
Image Enhancement

Image Enhancement

Enhance scanned documents and images to provide for improved recognition and reading.
Convert to PDF

Convert to PDF

Convert captured documents and data into multiple page or single page PDFs that can be made searchable.
Automated Data Capture

Automated Data Capture

Intelligently Capture documents and data using advanced classification, OCR, ICR & OMR
Document Splitter

Document Splitter

Split documents by barcode, patch, blank page or fixed page before or after applying necessary processes.
Database Look Up

Database Look Up

Look up database for additional documents and data based on predefined pre-sets and keyword search.
Conditional Action

Conditional Action

Initiate next actions based on predefined conditions being met.
Document Composition

Document Composition

Fill PDF forms with captured data from other sources such as barcodes, database look ups, email information, etc.
RightFax Integration

RightFax Integration

Send faxes to RightFax based on captured information from scanned documents, email, database look up, etc. Capture information about received faxes.
Automated SMS

Automated SMS

Generate an automated text notification associated with workflows and send to end users.
Export Document

Export Document

Export documents and data to chosen locations such as SharePoint, ShareBase, Box, DropBox and more.
Backup Files

Backup Files

Back up files before manipulating them in any way.
FTP Upload

FTP Upload

Transfer files across the internet from one computer to another.
Regular Expressions

Regular Expressions

Determine sequence of characters that define a search pattern for fast retrieval or validation of data.
Copy/Move Documents

Copy/Move Documents

Copy or move documents being processed to a specific location.
Audit Log

Audit Log

Utilise holistic ‘cradle-to-grave’ audit log capabilities to track and monitor the movement, actions and access of all documents and data.
Retention Rules

Retention Rules

Delete all or selected files from captured documents or data.