Document Indexing with Microsoft SharePoint

Paperless Productivity® document indexing solutions use OCR technology to enhance an organization’s investment in Microsoft SharePoint.

Many businesses rely on SharePoint for enterprise search, document sharing, and content management, but users often manually upload or import files. Automating this process with OCR and digital fax solutions eliminates inefficiencies, ensuring documents such as invoices, loan applications, and orders are indexed and accessible within SharePoint.

Document Indexing Solution Workflow

Paperless Productivity® integrates digital fax, OCR, and SharePoint technologies to create a complete document indexing workflow. This solution enables businesses to automatically capture, process, and store faxes and other incoming documents as fully searchable text within SharePoint.

A standard fax-to-OCR-to-SharePoint workflow follows these steps:

• An incoming fax is received via a digital fax solution.
• The fax is routed to a network folder for OCR processing.
• OCR software extracts text, converting the image into searchable content.
• An operator performs point-and-click attribution for indexing.
• Indexed documents are delivered to SharePoint for enterprise-wide search and retrieval.

Benefits of Document Indexing with SharePoint, OCR & Digital Fax Solutions

By integrating digital fax and OCR technologies, organizations enhance SharePoint’s document management capabilities, eliminating manual data entry and improving searchability. Key benefits include:

• Increased efficiency: Removes paper-based and manual steps from workflows.
• Automated indexing: Incoming faxes are converted to searchable text and stored in SharePoint.
• Enterprise-wide access: Archived files are easily searchable and retrievable.
• Enhanced document management: Indexed text is added to scanned, emailed, or faxed image files.
• Centralized storage: SharePoint serves as a unified repository for document search and retrieval.
• Lower operational costs: Reduces expenses related to physical storage and manual document handling.

Integrating fax and OCR with SharePoint allows businesses to streamline workflows, automate document indexing, and maximize their existing infrastructure.

Contact us to learn more about how OCR-powered document indexing can improve your organization’s efficiency and compliance.