Technical FAQs

There’s no easy way around it. We live in a digital world where paper is less and less efficient to manage. Email started the first round of digital transformation, but now our inboxes get flooded with messages making it almost impossible to get the job done on time. Not to mention, the potential security risks if documents are lost or stolen in cyberspace.

So what’s the solution? A simple process automation platform that enables your team to evolve your business process. Now you can stop using outdated methods of the 90s, like passing paper forms from desk-to-desk or using your inbox as your task list, and start operating efficiently. Discover how Docubee can simply automate your forms and processes so you can get back to work.

Fast Form Creator

Forms are a critical piece of most business processes no matter what industry you’re operating in. The fast form creator helps you create reusable digital forms in minutes by automatically finding and placing fields on documents so you don’t waste time manually updating static forms. Why print, scan, and fax paper forms when you can easily create digital assets? With Docubee, you can eliminate manual processes and streamline your document-based workflows.

Dynamic Web Forms

Creation isn’t the only challenge when it comes to forms. Companies need a faster, more accurate way for their customers and employees to complete forms in a mobile world. So why use static PDFs and paper forms that make collecting data tedious and time consuming? Even email, spreadsheets, and chat fall short when it comes to collecting and syncing data to your other systems.
With Docubee’s dynamic web forms, organizations can collect data faster and more accurately with mobile-responsive web forms. Designed to support today’s on-the-go teams, Docubee gives you the freedom to complete tasks from the field, the office, or wherever you need to get the job done.

Process Builder

Having a standard process in place helps every project move from start to finish more efficiently. Many organizations have processes that are undocumented and difficult to duplicate. Wouldn’t it be easier to lay the foundation to allow your business to grow before it gets out of control? With Docubee’s process builder, you can easily map, replicate, and update your business processes with an intuitive, no-code workflow tool.

Give your organization the ability to scale and have more visibility into existing processes. With no custom-coding required, you can create new processes quickly and update them on the fly as your business evolves. Don’t put your company at risk of non-compliance. Standardized processes are the key to taking the guesswork out of completing mission-critical tasks and alleviating your company’s growing pains.

Digital Signatures

Your John Hancock is not what it used to be. Ink and paper are tried and true, but in today’s digital age, there’s a more secure and efficient way to approve official documents. With Docubee’s digital signatures, you can ensure documents get signed and returned quickly from any device. With wet signatures, there’s no audit trail. Not to mention the hassle of printing, scanning, and emailing. With a growing mobile and remote workforce, you can avoid documents getting stalled in the signing process. Don’t wait for the signer to get back to their desk to physically see the hard copy waiting to be signed. Docubee provides legally-binding digital signatures for secure, trackable transactions.

Auto-Merge

Requiring the same data, say your name and address, to be entered over and over again into several forms is just a waste of time. Why make it more difficult than it has to be? Docubee can help you auto-merge your data directly into your form and document templates. Enter it once and your data flows seamlessly across all your forms and your other systems. Eliminate human error and get the right information into the right hands faster. Discover a more efficient way to populate your data with Docubee.

Everyone needs efficient, structured business processes that digitize cumbersome email and paper-based workflows. Add value to your business, boost process efficiency, and empower your team to get work done faster with Docubee. Ready to get started? Schedule a demo today.

Streamline Forms with Automation 

Forms are part of everyday business activities. Whether you work in insurance or healthcare, retail or staffing, forms are necessary to get the job done. One of the biggest struggles of forms is their manual nature. Software tries to streamline the collection of data, but often you’re still left scanning information and manually storing files on a drive for later use. 

However, digital forms aren’t exclusively available for the companies making the big bucks. Forms automation software shouldn’t be expensive. Docubee helps small companies and big businesses alike streamline their workflow processes with an economical, eco-friendly, and efficient solution.

The Economical Advantage

Digital forms processing helps users save money by enabling them to create smarter forms, use less paper, and minimize the time it takes to collect data.  After creating a form, use it as a template. Save time and money by eliminating the manual recreation of forms. 

Docubee helps users stay on top of tasks and track their progress. Eliminate hours spent sifting through spreadsheets and automate progress tracking to prevent bottlenecks in your business process. As a no-code workflow tool, Docubee can map, replicate, and update business processes in minutes, proving to be highly economical.

Companies using Docubee find the transition to form automation an economical one that leads the company to success. Employees focus on innovative processes instead. Chad Otar Forbes Councils Member states in his article, How Automation Can Help Your Small Business: “The approach to automation, constantly looking for ways to incrementally improve and automate your business, is the slow and steady path to success. It also allows you to track and optimize each new effort without feeling like you have to overhaul your business from head to toe each time.”

The Efficiency Gains

When you create a standard form and map out your business process workflow, you’re creating a more productive work environment for your team. Docubee’s Fast Form Creator helps users create reusable forms, route them to the appropriate party, track progress, and reduce manual paper-based data entry. 

Docubee populates documents from data in web forms and other system databases making the outcome efficient and timely.  Docubee’s dynamic web forms enable companies to automate their processes with the use of mobile-friendly web forms. This process creates a faster turnaround time and higher form completion rates.  

According to TechFunnel, Human Resource Departments “… often fail to engage new candidates and potential employees well enough, while automated software can help not only use data to find better-qualified candidates, but also support collaboration between management and HR. IT also helps better monitor and track all recruitment and onboarding activities.” 

Digital vs. Physical 

Saving the planet from unduly waste of paper is a major concern for most companies.  Docubee helps eliminate paper waste by storing all data in a digital format. Forms processing is expedited by the use of Docubee’s digital signature feature. Using this tool, users can track the progress and approval of forms. Digitally sign documents anytime, anywhere, on any device, and stop using fax machines or scanners to process your signature. 

According to  Business Guide to Paper Reduction:  “There does not need to be a distinction between paper reduction efforts that are good for the environment and good for the bottom line. The two even amplify each other – while cost-savings will be the most tangible benefit, a reputation for being environmentally conscious can also be good for business.” Point blank, Docubee eliminates this waste as it helps companies succeed as an environmentally conscious partner.

Economical, efficient, and environmentally friendly, Docubee is a business process automation tool that every growing company can use to build and process forms easily. With its adaptability and ease-of-use, Docubee provides an economical and efficient way for companies big and small to automate their processes.

Effective document management is now a top priority for organizations, but for many, it remains a challenge. As noted by recent AIIM survey data, companies are struggling to handle both the documents they have and the rapid uptake of new information. In fact, 43 percent said their biggest priority is effectively leveraging the structured and unstructured content they already have, while 57 percent are focused on understanding the overwhelming big data.  Optical character recognition (OCR) is a critical component of document management.

For software development firms, this poses a particular challenge. Products are no longer feature complete without critical end-user functions such as advanced optical character recognition and powerful search. However, adding this functionality is not as easy as it sounds. Developers building out this comprehensive construct from the ground up requires both time, effort, and continued maintenance, which is a large undertaking for any company.

Accusoft’s ImageGear SDK offers a way to bridge the OCR gap with comprehensive image processing and manipulation capabilities that both streamline software development and deliver on end-user expectations.*

What is ImageGear?

ImageGear easily integrates into existing applications to deliver cutting-edge document management functionality at scale. Available for both .NET and C/C++ frameworks, ImageGear allows developers to quickly deploy and white-label key features including image processing, manipulation, conversion, and PDF and document search.

This add-on OCR functionality delivers highly-accurate optical character recognition to any .NET (C#) or C/C++ application. ImageGear’s OCR add-on provides full-page character recognition for more than 100 languages — including both Western and Asian languages such as Korean, Japanese, and Chinese character sets. It’s capable of recognizing multiple languages within a single image for enhanced document management. Other OCR features include:

• Automatic page segmentation into individual zones for processing
• Type assignment per zone based on defined flows, tables, or graphics
• Table detection with advanced technology to enhance data reconstruction output
• Entire page or individual region image processing
• Zone definition by user, existing files, or detected automatically by the OCR engine

In addition, software developers can enhance ImageGear OCR functionality by leveraging both predefined and customizable dictionaries to ensure validated results using regular expressions. 

Why Optical Character Recognition (OCR) Matters to End-Users

Advanced OCR integration makes it easier for end-users to find what they’re looking for, when they’re looking for it. Instead of forcing users to find additional apps that deliver specific services, in-app OCR delivers increased satisfaction by streamlining user search functionality.

Common use cases include:

• Legal eDiscovery — The eDiscovery process is a critical — and often complex — stage of legal case preparation. Firms need to quickly find key terms, phrases, and images within legal documents to ensure they meet both client expectations and compliance obligations. With many forms now scanned and stored in non-standard file formats that contain form fields, text boxes, and digital imagery, OCR is essential to help lawyers streamline the process of eDiscovery at scale.

• Financial Document Processing — Clients now expect loan applications and credit card applications to be processed at scale and speed. This is especially critical as firms embrace the idea of remote work — both staff at home and those in the office need end-to-end OCR functionality to deliver complete document management.

• Insurance Documentation Assessment — Insurance claims are both complex and comprehensive, requiring complete documentation from clients, contractors, and compliance agencies. As insurance firms move to tech-first frameworks to enhance document processing, speed, and accuracy, OCR makes it easy for staff to find specific data and ensure documentation is complete. 

Integrating OCR

Advanced OCR functionality won’t deliver expected outcomes if integration is cumbersome and complex. ImageGear streamlines this process with easy SDK implementation for both .NET and C/C++.

ImageGear .NET can be easily deployed on multiple platforms. These .NET deployments include ASP.NET functions such as image display, thumbnail display, annotation support, and cloud capture along with WPF printing and annotation support. ImageGear for C/C++, meanwhile, offers support for several platforms as well. Check out the developer resources section to see an updated list.

How Your Clients Use Optical Character Recognition (OCR)

PDFs remain the go-to file format for many industries, offering both standardized image and text conversion along with the ability to easily set or restrict document permissions. The problem? PDFs are notoriously difficult to search, making it hard for end-users to quickly find the text or data they need.

ImageGear makes it easy to OCR PDFs using the ImGearRecPage.Recognize Method, which leverages the zone list of the image to deliver accurate OCR — or, if this list is empty, automatically calls the page-layout decomposition process (auto-zoning) to complete the OCR process.

C# supports OCR to PDF.

using System.IO;
using ImageGear.Core;
using ImageGear.Formats;
using ImageGear.Evaluation;
using ImageGear.Recognition;

namespace ImageGearTest
{
    class Program
    {
        static void Main(string[] args)
        {
            // Initialize evaluation license.
            ImGearEvaluationManager.Initialize();
            ImGearEvaluationManager.Mode = ImGearEvaluationMode.Watermark;

            // Initialize the Recognition Engine.
            ImGearRecognition igRecognition = new ImGearRecognition();

            // ImageGear assemblies require explicit initialization at application startup.
            ImGearCommonFormats.Initialize();

            // Open a FileStream for our output document.
            using (FileStream outputStream = new FileStream(@"c:\temp\outputDoc.txt", FileMode.OpenOrCreate, FileAccess.ReadWrite))
            {
                // Open a FileStream for our source multi-page image.
                using (FileStream multiPageDocument = new FileStream(@"c:\temp\test.tif", FileMode.Open))
                {

                    // Load every page of the multi-page document. Starting at page 0 and loading the range of spaces specified.    
                    // Since the range is -1, that specifies that all pages shall be loaded.     
                    ImGearDocument doc = ImGearFileFormats.LoadDocument(multiPageDocument, 0, -1);

                    // Determine the amount of pages in the multi-page image.
                    int numPages = ImGearFileFormats.GetPageCount(multiPageDocument, ImGearFormats.UNKNOWN);

                    // Recognize each page of the multi-page document and add the results to outputStream.
                    for (int pageNumber = 0; pageNumber < numPages; pageNumber++)
                    {

                        // Cast the current page to a raster page and import that page.
                        using (ImGearRecPage igRecPage = igRecognition.ImportPage((ImGearRasterPage)doc.Pages[pageNumber]))
                        {

                            // Preprocess the page.
                            igRecPage.Image.Preprocess();

                            // Perform recognition.
                            igRecPage.Recognize();

                            // Add OCR results to the outputStream.
                            igRecognition.OutputManager.WriteDirectText(igRecPage, outputStream);

                        }
                    }
                }

            }
            // Dispose of objects we are no longer using.
            igRecognition.Dispose();
        }
    }
}

OCR Access and Analysis

Advanced OCR isn’t enough in isolation — developers must also empower end-users to quickly access and analyze OCR output. ImageGear offers multiple options to help streamline this process, such as:

• Storage of Output as Code Pages
• Export to Text Format
• Export to PDF
• Export to MRC PDF
• Export to a Formatted Document

Find Your Best Fit

ImageGear OCR makes it easy for end-users to quickly search critical documents, find the data they need, and analyze optical character recognition output, but don’t take our word for it. Seeing is believing. Test ImageGear in your own environment and discover the difference of advanced OCR. 

*Optical character recognition is an ImageGear add-on and must be requested upon purchase of a license.

There is sample code and detailed instructions located here.

The legal profession may not be the first sector that comes to mind when thinking about how technology is transforming the way organizations conduct business, but LegalTech is quickly becoming an essential component of practicing law. Innovative digital platforms are helping legal firms to improve efficiency and solve problems, even though choosing and implementing these solutions isn’t always an easy process.

Despite the clear benefits of legal technology, status quo bias and concerns about onboarding difficulties have combined to make many organizations hesitant to invest in these tools. The concerns are understandable given that each new solution has the potential to disrupt established processes and ways of doing business. Today’s legal clients, however, expect firms to be more responsive to their needs and move quickly to advocate for their cases. Forward-thinking legal organizations  recognize that LegalTech isn’t so much a “necessary evil” as an outright necessity to business success.

Obstacles Facing LegalTech Adoption

As the legal industry becomes more competitive, firms are under intense pressure to do more with less while also improving their administrative agility. While there are many technology solutions available to facilitate this digital transformation, the implementation process often presents a series of obstacles. The sheer number of LegalTech solutions to choose from, whether in terms of software applications and platforms or devices and locations, can be overwhelming, especially when it comes time to integrate into a coherent IT strategy.

Lawyers routinely need to switch between different platforms and systems, some of which don’t communicate with each other. A key tool in one application may not exist in another, and in many cases data can’t be transferred between them easily. The constant juggling not only disrupts workflows and impacts efficiency, but also introduces abundant opportunities for human error to creep into processes. These risks combine to make many legal organizations resistant to adopting and learning new legal technologies, and instead drive them to rely upon outdated practices and systems.

Law firms have also been forced to adapt the way they operate due to the impact of the COVID-19 pandemic. Suddenly, essential tasks like meeting face-to-face with clients, conducting records research during discovery, and consulting with fellow attorneys are much more complicated. With many law offices shifting to a remote environment, legal professionals  find themselves switching between work laptops and personal devices frequently while also trying to access their firm’s intranet securely from off-site locations. All of these factors combine to reduce remote productivity since lawyers aren’t able to access the full range of their legal resources from their current location or device to create a single, cohesive workflow.

LegalTech and API Integrations

Despite the obstacles posed by adopting new tools and platforms, legal firms simply can’t afford to ignore digital transformation trends. By investing in innovative new legal technology, organizations can demonstrate their commitment to long-term growth and providing a better customer experience. Law clients understand that automation and other smart technologies can help them save money and receive better, more personalized service. In order to be successful in this environment, firms need to adopt a competitive growth strategy that is complemented by investments in technology.

Fortunately, many of the technology challenges facing legal organizations can be solved through API integrations. Short for application programming interface, APIs are an essential feature of today’s IT deployments that allow companies to get the most out of their disparate systems and applications.

How API Integration Works

At a very simple level, an API consists of code that allows two separate technology systems to communicate and interact with one another. It functions a bit like a translator and messenger, delivering user requests and data from one system to a completely separate system. This effectively allows an application to utilize the features and data of other applications without having to build out that functionality from scratch.

For example, the Uber ride-sharing app connects customers to available drivers within a specific area. It does this with a combination of smartphone geolocation and accurate maps, but the Uber app doesn’t actually have its own mapping capabilities. To get those features, it connects to Google Maps by way of an API that allows it to access the relevant navigational data and use it to connect customers to drivers.

Another key function of APIs is their ability to automate key processes and connect legacy infrastructure to newer technology systems. Data can be collected in one system, for instance, and “pushed” into another automatically. This not only eliminates the complicated (and error prone) task of manually transferring data between different systems, but also allows users to build a workflow in an application they’re already accustomed to without having to learn an entirely new system. 

More importantly, since APIs allow newer technologies, devices, and legacy applications to talk to each other, they provide firms with substantial flexibility when it comes to adding new platforms. Purchasing new software doesn’t mean throwing out existing tools, which substantially reduces the risks associated with technology investments and upgrades.

Stay Tuned for More

API integration and interoperability can deliver tremendous benefits to legal workflows and help firms better serve their clients. Stay tuned for part 2 of this series to learn how Accusoft’s API capabilities can unlock the full potential of your applications.