DocLink Document Management: Import Manager – Automatic Import from Email or Scan Folders

Learn how DocLink’s Import Manager is used to import documents and/or XML data into DocLink. This flexible service can be used to import:

• Images that have been processed through an OCR package – The service imports the documents into the DocLink repository and indexes them with the OCR data.
• Images created from an XML file. Import Manager uses SQL Reporting Services to transform the XML data into the proper layout.
• Documents and XML data sent from another DocLink system by Output Manager – The service imports the documents into the DocLink repository and indexes them with the XML data.
• Images without a corresponding XML file. The top-level folder, document type, properties and workflow status are configured for the input source and each document is indexed with that static data
• Data associated with documents already in the DocLink repository – The XML can be used to update index properties or move the document to the next workflow status.
• Email messages and attachments can be indexed into DocLink automatically with static data (top-level folder, document type, properties and workflow status) and dynamic data (email address, sent date, subject, and attachment name).