advanced profiles Archives | Document Management Software

Accessing External database for Auto Indexing

It might happen at times, that the documents you need to archive in a document management system will already have related information in an external database of your other applications. Docsvault "Advanced Profiles add-on" has the capability to auto index documents using data from an external data sources such as ERP, CRM Accounting and other [...]

Few indexing tips to boost your indexing performance

Document indexing is the process of tagging documents with values (metadata) to facilitate faster search and retrieval. Docsvault allows you to add file and folder ‘profiles’, which are a group of customized fields or indexes. You can customize the profile indexes to match your business document requirements. For example, scanning an invoice and filling up [...]