What does it do?

The Cynare Document Management System includes a scanning solution

Documents are scanned and routed automatically to the appropriate place in DMS

The scanning solution captures metadata which is embedded in the document, for example

• Office location
• Date
• Document type
• Client code
• Client name

How is it different?

We use desktop scanners connected to Users’ computers

We prefer particular scanner makes, as some allow a far greater level of automation than others

At the basic level, we can automate the scanning process using the free software which came with the scanner

If more granular automation is required, we may update the free software to a more able version of the software for a small cost

We provide an alerting system to notify Users should anything untoward happen

What are the benefits?

Speed, simplicity, accessibility, usability, flexibility, cost

How does it work?

The metadata is used in automated workflows which deal with document actions, approvals and allocations to colleagues and Clients

How much does it cost?

The cost depends upon

• the number of scanners required in each office
• the level of automation required

This is determined in the discovery phase of the project

What is the technology?

We use the built-in scanning software and connect it to Microsoft 365 using our CynareLink integration database

The metadata is gathered and transferred as xml

Acknowledgements and links

We make extensive use of the Microsoft technology stack and their latest Graph API

 

All Cynare solutions are tested for compliance with the Web Content Accessibility Guidelines