1. Automated Document Indexing
with ImageRamp™
Creating Metadata with DocuFi’s Document and Data Capture Solution
Copyright DocuFi, Inc. ©2015

2. ‘”All of these good things – security, retention, access,
findability – flow from accurate metadata.
Unfortunately, most organizations looking to
implement an IG policy, or update a policy, do so
because historically their content has not been well
catalogued. In fact frequently it’s a mess, both in terms
of understanding its impact on the business as well as
the cost incurred for managing it.”
AIIM White Paper:
IG Policy versus IG Reality
- bringing your wild content under control

3. Invoice Number?
Customer/Employee Number?
Social Security No.?
Date?
Patient Name?
Doctor?
Waybill Number?
Prescription Number?
ImageRamp makes indexing
documents easy.
Vendor ID?
Invoice Total?

4. ImageRamp easily creates
index information
(metadata) directly in a
database, including cloud-
based platforms, or makes
the information available
as XML or CSV files.
Data is shared directly or
via FTP, SFTP.
Databases
XML
CSV

5. So how can indexing
information be created with
little to no user intervention?

6. ImageRamp
Batch’s content
mining lets you
automatically
pull out index
information.

7. ImageRamp’s
content mining
lets you
automatically
pull out index
information.
And…

8. ImageRamp Batch Offers
Folder Watching
With this feature, documents are automatically
processed (indexed, named, routed, cleaned up, etc.) as
specified in a Profile or template when they are placed
in the “watched” folder.

9. OCR technology is the foundation
for many of ImageRamp’s auto
extraction capabilities.

10. Extract 1D/2D barcodes from your
documents and assign any part of them
to fields for indexing or other purposes.
And barcodes are tried and
true information tags.

11. Let’s go through a simple
barcode scenario.

12. Let’s go through a simple
barcode scenario.
If you’d like, download our trial version
and follow along in ImageRamp Batch.

13. • split a file of invoices into
multiple files based on the first
barcode of each page,
• capture index information from
the barcodes,
• integrate that index information
into a Microsoft Access database.
We will:

14. We’ll use the Index Invoices2DB profile of
Batch which is a standard template. It can be
edited to meet your needs and saved for reuse.
Select the Profile and click on the Edit button.

15. This profile specifies that the output
files are named as barcode1-barcode3
in a subfolder* named IndexedFiles.
It is also set to split the
input file at the first
barcode on the top.
Explore the
Tabs
*ImageRamp creates the folder if it does not exist.

16. In our example we will use the Invoices Index Field Profile. The
Index Field Profiles are templates used to map fields to the
desired database.
To view or edit the index fields, click on the Edit button.

17. From the Edit Index Field Settings screen you can add,
delete, edit, and reorder index fields.
Highlight the InvoiceNum field and click on the Edit
button to see the Edit Field screen.

18. The Edit Field screen lets you make changes to the field
properties such as data type, default values, and field name.
Now to get back to our demonstration, Close the Edit Field
screen and Edit Index Field Settings to return to the Indexing
tab.

19. Now you would save any changes you’ve made with the Save
Profile button and return to the main ImageRamp Batch Screen.
Select Process Folder.

20. Now the processing can begin!
Select the Profile; in our case it’s the Index Invoices2DB. The Source and
Destination Folders will reflect what was specified in the Profile. You can accept
these or enter new folders. Begin processing by clicking the Start button.

21. Watch the Processing Progress

22. The first file in the
folder is now
displayed with the
extracted barcode
data in the index
fields. The operator
can enter or edit
these fields now.
Select the Index icon
to save this
information and go
to the next file.

23. And remember this
processing can be set up
for no user intervention
with Watched Folders.

24. To watch folders, simply select a folder under the Watch Folders option
from the Batch’s main menu and designate the Profile and required
folder locations. Select Start.

25. To learn more about ImageRamp
OCR features, contact us. And for
an ImageRamp Batch overview,
watch this.
info@docufi.com
603-685-4033
www.docufi.com

26. Learn More With our Data Capture Presentations

27. For more on:
• Batch Document processing
• Batch PDF mining
• Batch text mining
• Batch TIF mining
• Text mining
• Extracting meta data,
• Data extraction from unstructured data
• Intelligent data capture
• Data extraction
• Using regex to extract data
• Document scanning
• Extracting data
• Extract meta data,
• Scanner software,
• Barcode recognition,
• OCR software,
• Capture tutorial
• Pdf scanning,
• Scanning software
• Indexing
• Document indexing
• Automated capture
• Meta data
• Scan to index
• Batch Processing
• Bulk scanning
• Docufi
• Imageramp
• Data capture
• Migration to document management
DocuFi
Over 30 years’ experience in the Document Imaging and
Capture market
ImageRamp Batch www.docufi.com
Copyright ©2015
makers of ImageRamp,
Intelligent Capture Solutions
Our solutions include ImageRamp Batch for folder processing, and
ChronoScan Capture for advanced barcode and data mining
requirements.