Scanning & Transferring
Several ways to add documents to the document management system (DMS)
Depending on the type of document (incoming letter, file, drawing, mail) DocuDepot uses a different interface to ease the document transfer.
- Paper based documents like invoices, delivery notes, offers, inquiries or order confirmation: Best use a network or a desktop scanner to generate searchable PDFs and to put them into a certain folder. This folder is configurated as DocuDepot’s input folder (“hotfolder”) and DocuDepot reads the documents automatically, indexes and internally stores them.
- Files from your own application which are already located on your pc (PDF documents, drawings, …): Use Drag & Drop by moving the corresponding files from your explorer to your DocuDepot client application. Alternatively, you can open a file dialog to select files to transfer.
- For incoming and outgoing mails DocuDepot uses an integrated mail client. You just forward an incoming mail to a predefined mail address (e.g. email@example.com) or set this address on C.C. or B.C.C. Alternatively, you can use an Outlook plugin. The „DocuDepot“-button in Outlook directly transfers selected mails.