The industry-wide push to digitize documents and minimize the use of physical paperwork has made PDF one of the most ubiquitous file formats in use today. Business and government organizations use PDFs for a variety of document needs because they can be viewed by so many different applications. When it comes to archiving information, however, PDFs have a few limitations that make them unsuitable for long-term storage. That’s why many organizations require such files to be converted into the more specialized PDF/A format.  Learn how easy it is to convert PDF to PDF/A with ImageGear.

What Is PDF/A?

Originally developed for archival purposes, the PDF/A format is utilized for long-term preservation that ensures future readability. It has become the standard format for the archiving of digital documents and files under the ISO 19005-1:2005 specification. Government organizations are increasingly utilizing PDF/A to digitize existing archival material as well as new documents.

The distinctive feature of PDF/A format is its universality. Although PDFs are well entrenched as the de facto standard for digital documents, there are many different ways of assembling a PDF. This results in different viewing experiences and sometimes makes it impossible for certain PDF readers to even open or render a file. Because PDF/A documents need to be accessible in the indeterminate future, there are strict requirements in place to ensure that they will always be readable.

PDF vs PDF/A

While PDF and PDF/A are based upon the same underlying framework, the key difference has to do with the information used to render the document. A standard PDF has many different elements that make up its intended visual appearance. This includes text, images, and other embedded elements. Depending upon the application and method used to create the file, the information needed to render those elements may be more or less accessible for a viewing application.

When a PDF viewer cannot access the necessary data to render elements correctly, the document may not display correctly. Common problems include switched fonts (because the original font information isn’t available), missing images, and misplaced layers.

A PDF/A file is designed to avoid this problem by including everything necessary to display the document accurately. Fonts and images are embedded into the file so that they will be available to any viewer on any device. In effect, a PDF/A doesn’t rely on any external dependencies and leaves nothing to chance when it comes to rendering. The document will look exactly the same no matter what computer or viewing application is used to open it. This level of accuracy and authenticity are important when it comes to archival storage, which is why more organizations are turning to PDF/A when it comes to long-term file preservation.

How to Convert PDF to PDF/A

ImageGear supports a broad range of PDF functionality, which includes converting PDF format to a compliant PDF/A format. It can also evaluate the contents of a PDF file to verify whether or not it was created in compliance with the established standards for PDF/A format. This is an important feature because it will impact what method is used to ultimately convert a PDF file into a PDF/A file.

Verifying PDF/A Compliance

By analyzing the PDF preflight profile, ImageGear can detect elements of the file to produce a verifier report. The report is generated using the ImGearPDFPreflight.VerifyCompliance method. 

It’s important to remember that this feature does NOT change the PDF document itself. The report also will not verify annotations that have not been applied to the final document itself. Once the report is generated, a status code will be provided for each incompliant element flagged during the analysis. 

These codes can have two values:

• Fixable: Indicates an incompliance that can be fixed automatically during the PDF/A conversion process.
• Unfixable: Indicates a more substantial incompliance that will need to be addressed manually before the document is converted into PDF/A.

Converting PDF to PDF/A

After running the verification, it’s time to actually convert the PDF to PDF/A. The ImGearPDFPreflight.Convert method will automatically perform the conversion provided there are no unfixable incompliances. This process will change the PDF document into a PDF/A file and automatically address any incompliances flagged as “Fixable” during the verification process.

While it is not necessary to verify a PDF before attempting conversion, doing so is highly recommended. Otherwise, the document will fail to convert and return an INCOMPLIANT_DOCUMENT code. The output report’s Records property will provide a detailed report of incompliant elements. Since any “Fixable” incompliances would have been addressed during conversion, the document’s remaining issues will need to be handled manually.

This method is best used when manual changes need to be made to the PDF file prior to conversion. One of the most common changes, for example, is making the PDF searchable. Once the alterations are complete, the new file can be saved using the ImGearPDFDocument.Save method.

Other ImageGear PDF to PDF/A Conversion Methods

Raster to PDF/A

ImageGear can save any PDF file produced directly by a raster file as a PDF/A during the initial conversion. A series of automatic fixes are performed during this process to ensure compliance.

• Uncalibrated color spaces are replaced with either a RGB or CMYK color profile. This could change the file size.
• Any LZW and JPEG2000 streams are recompressed since PDF/A standards prohibit LZW and JPEG 2000 compression.
• All document header and metadata values are automatically filled in to comply with PDF/A requirements.

Quick PDF to PDF/A Conversion

For quick conversions in workflows that don’t require displaying or working with a file in any way, the ImGearFileFormats.SaveDocument method is another useful option. This process loads the original file, converts it, and saves the new version all at once. It’s important to set the PreflightOptions property to be set in the save options. Otherwise, the new document will not save as a PDF/A compliant file.

Take Control of PDF/A Conversion with ImageGear

Accusoft’s versatile ImageGear SDK provides enterprise-grade document and image processing functions for .NET applications. With support for multiple file formats, ImageGear allows developers to easily convert, compress, and optimize documents for easier viewing and storage.

ImageGear takes your application’s PDF capabilities to a whole new level, delivering annotation, compliant PDF to PDF/A conversion, and other manipulation tools to meet your workflow needs. Learn more about how ImageGear can save you time and resources on development by accessing our detailed developer resources.

There are 2 ways to password protect a document

• Protected sheet for locked cells – we display the document as is and respect locked and hidden cells, but we don’t allow inputting the password to unlock it.
• Password protected document for opening – we currently don’t support this use case; instead, it will fail to process the file with UnsupportedFileFormat.

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.

Offering product integrations can be one of the easiest ways to expand the feature set of a product without adding loads of time and cost on development resources. Docubee currently has external integrations with Salesforce, Sharepoint, and Brother scanners that we offer to our customers. Internally, we have an integration with Slack that allows our development team to be notified of different events that happen within Docubee. As a team of engineers, we are always looking for new ways that we could possibly use Docubee with other products, and luckily, we usually find some time to prototype out these integrations.

Being an Apple enthusiast myself, one of the first things I wanted to try to integrate Docubee with was Apple HomeKit so I could use Siri to launch workflows. I configured my Apple TV to work with the Home app and was all ready to go. Unfortunately, I quickly found out that HomeKit does not natively support customizations like this. Lucky for me, someone had already come up with a solution to this problem using Homebridge and a node module called homebridge-cmdswitch2.

According to their Github, Homebridge is “a lightweight NodeJS server you can run on your home network that emulates the iOS HomeKit API” and homebridge-cmdswitch2 “allows you to run Command Line Interface (CLI) commands via HomeKit”. After that, the setup was pretty simple to get everything working. I had to create a workflow in Docubee that I wanted to start, configure my Home app to work with Homebridge, and write this config file below. Before I knew it, Siri was launching workflows for me.

{
  "bridge": {
      "name": "Homebridge",
      "username": "CC:22:3D:E3:CE:30",
      "pin": "031-45-154"
  },
  
  "description": "Homebridge Docubee Config",

  "accessories": [],

  "platforms": [{
    "platform": "cmdSwitch2",
    "name": "CMD Switch",
    "switches": [{
      "name" : "Docubee Workflow",
      "on_cmd": "curl -d '{\"wfModelId\":\"ec6e7fc4-1c38-4ebf-8a32-a02ba6721ffe\", \"wfData\": {}}' -H \"Content-Type: application/json\" -X POST {LAUNCH_WORKFLOW_ENDPOINT}",
      "state_cmd": "exit 1",
      "off_cmd": "echo off"
    }]
 }]
}

One of the next integrations I wanted to try to play with was Slack. I mentioned that we already use it internally, but I wanted to see if there was a way that we could make a Slack integration that was useful for an end-user. After creating my own Slack app to play with, I wanted to be able to launch a workflow from Slack as well as send a message back to Slack notifying me that a workflow was launched. To do both of these things, I had to create a handler somewhere to take the callback IDs that Slack would send to our API and do something with them. The finished handler looked like this:

'use strict';
const qs = require('qs');
const request = require('request')

function handleInteractiveMessage(req, res) {
  const task = req.task;
  res.status(200);
  res.end();
  task.log.info({ source: 'slack-connector.handInteractiveMessage' }, qs.parse(req.body));
  const payload = JSON.parse(qs.parse(req.body).payload);
  const responseUrl = payload.response_url;
  const callbackId = payload.callback_id;
  task.log.info({ source: 'slack-connector.handleInteractiveMessage', responseUrl }, 'response url');
  task.log.info({ source: 'slack-connector.handleInteractiveMessage', callbackId }, 'callback id');
  if (payload.callback_id === 'docubee_workflow_start') {
    kickOffWorkflow(task);
  } else if (payload.callback_id === 'handle_workflow_actions' && payload.actions[0].value !== 'redirect') {
    confirmCancelWorkflow(task, responseUrl, payload.actions[0].value);
  } else if (payload.callback_id === 'confirm_cancel_workflow' && payload.actions[0].value !== 'No') {
    cancelWorkflow(task, payload.actions[0].value, responseUrl)
  }
}

function confirmCancelWorkflow(task, responseUrl, wfInstanceId) {
  return new Promise((resolve, reject) => {
    task.log.info({ source: 'slack-connector.confirmCancelWorkflow', wfInstanceId }, 'wf instance id');
    request({
      url: responseUrl,
      method: 'POST',
      json: true,
      body: {
        text: 'Are you sure you want to cancel this workflow?',
        attachments: [
          {
            fallback: 'See what\'s going on!',
            author_name: 'Owner: ntorretti',
            title: 'Confirm Cancel',
            text: 'Please confirm you want to cancel this workflow',
            callback_id: 'confirm_cancel_workflow',
            actions: [
              {
                name: 'action',
                type: 'button',
                text: 'Yes',
                style: '',
                value: wfInstanceId
              },
              {
                name: 'action',
                type: 'button',
                style: '',
                text: 'No',
                value: 'No'
              }
            ]
          }
        ]
      }
    }, (err, response) => {
      if (err) {
        task.log.error({ source: 'slack-connector.confirmCancelWorkflow', err }, 'whoops');
        reject(err);
      } else {
        task.log.info({ source: 'slack-connector.confirmCancelWorkflow', response }, 'response');
        resolve({ status: 'Request successfully sent to callback API endpoint.' });
      }
    });
  });
}

function sendCancelConfirmation(task, responseUrl) {
  return new Promise((resolve, reject) => {
    request({
      url: responseUrl,
      method: 'POST',
      json: true,
      body: {
        text: 'We have successfully cancelled your workflow.',
      }
    }, (err, response) => {
      if (err) {
        task.log.error({ source: 'slack-connector.sendCancelConfirmation', err }, 'whoops');
        reject(err);
      } else {
        task.log.info({ source: 'slack-connector.sendCancelConfirmation', response }, 'response');
        resolve({ status: 'Request successfully sent to callback API endpoint.' });
      }
    });
  });
}

function cancelWorkflow(task, wfInstanceId, responseUrl) {
  return new Promise((resolve, reject) => {
    request({
      headers: { 'content-type': 'application/json' },
      url: {CANCEL_WORKFLOW_ENDPOINT},
      method: 'POST'
    }, (err, response) => {
      if (err) {
        task.log.error({ source: 'slack-connector.cancelWorkflow', err }, 'whoops');
        reject(err);
      } else {
        task.log.info({ source: 'slack-connector.cancelWorkflow', response }, 'yay');
        sendCancelConfirmation(task, responseUrl);
        resolve(response);
      }
    });
  });
}

function kickOffWorkflow(task) {
  return new Promise((resolve, reject) => {
    request({
      headers: { 'content-type': 'application/json' },
      url: {LAUNCH_WORKFLOW_ENDPOINT},
      method: 'POST',
      body: JSON.stringify({
        wfModelId: 'd32aa8ba-f153-46b5-8c62-81d14327c924',
        wfInstanceName: 'Untitled',
        wfData: {
          Originator: 'Natalie Torretti',
          Originator_Email: 'ntorretti@accusoft.com',
          email: 'ntorretti@accusoft.com'
        }
      }),
    }, (err, response) => {
      if (err) {
        task.log.error({ source: 'slack-connector.handleInteractiveMessage', err }, 'whoops');
        reject(err);
      } else {
        task.log.info({ source: 'slack-connector.handleInteractiveMessage', response }, 'yay');
        resolve(response);
      }
    });
  });
}

module.exports.initialize = (params, imports, ready) => {
  const framework = imports['prv-common-service-base'];
  const task = framework.taskLogging.createTask();
  const server = imports.server;

  task.begin('Initializing Slack connector component');

  server.post('/interactiveMessage', handleInteractiveMessage);

  task.log.info({ source: 'slack-connector.initialize' }, 'Slack connector component initialized');
  task.end();
  ready();
};

Slack has some great documentation and really is built to handle these kind of integrations. It was not that much work to get everything configured after I had the connector in place. I still needed one more piece of code on the Docubee end to be able to actually send the message to Slack. That send message function ended up looking like this:

const sendSlackMessage = imports => (task, redirectUrl, workflowInstanceId, message) => {
  return new Promise((resolve, reject) => {
    task.log.info({ source: 'utils.sendSlackMessage' }, 'sending slack message');
    request({
      url: 'https://hooks.slack.com/services/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',
      method: 'POST',
      json: true,
      body: {
        text: JSON.stringify(message),
        attachments: [
          {
            fallback: 'See what\'s going on!',
            author_name: 'Owner: ntorretti',
            title: 'Workflow Actions',
            text: 'Here are some actions you can take!',
            callback_id: 'handle_workflow_actions',
            actions: [
              {
                name: 'action',
                type: 'button',
                text: 'View dashboard',
                style: '',
                value: 'redirect',
                url: {LINK_URL}
              },
              {
                name: 'action',
                type: 'button',
                text: 'Go to workflow',
                style: '',
                value: 'redirect',
                url: redirectUrl
              },
              {
                name: 'action',
                type: 'button',
                style: '',
                text: 'Cancel Workflow',
                value: workflowInstanceId
              }
            ]
          }
        ]
      }
    }, (err, response) => {
      if (err) {
        task.log.error({ source: 'utils.sendSlackMessage', err }, 'whoops');
        reject(err);
      } else {
        task.log.info({ source: 'utils.sendSlackMessage', response }, 'response');
        resolve({ status: 'Request successfully sent to callback API endpoint.' });
      }
    });
  });
}

We called this the send SlackMessage function after the “Start Demo Workflow” was started. This sends a message back to Slack that gives the user a couple different actions that they could take on that message. If a user clicked one of the buttons in the message, a request with a specific callback ID was sent to the slack handler and the appropriate action was taken. The first image below shows how I integrated starting a workflow in Slack and the second image shows the message we sent back to Slack after a workflow was started giving the user different actions they can take.

These are just a few ways that Accusoft’s Docubee can be integrated into your daily routines. Whether it’s starting a workflow with Siri or enabling automated Slack processes, Docubee is built to help you and your organization to find the best way to automate processes.

Natalie Torretti, Software Engineer III

Natalie joined Accusoft as a software engineer in 2016. She started on the eDocr team but has spent the last two and a half years on Docubee development team. Natalie has been a large contributor to the React front-end UI of Docubee and made several enhancements to the back-end microservices as well. She obtained her B.S. in Biobehavioral Health with a Psychology minor from Penn State as well as her A.S.T. in Information Technology from South Hills School of Business and Technology. When Natalie is not writing code she enjoys working out, spending time at the pool, and playing with her dogs.

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.

The COVID-19 crisis has permanently changed the way banks do business. While many financial firms were already shifting away from brick-and-mortar branches toward both mobile and digital alternatives, pervasive pandemic priorities required a rapid shift in physical presence — forcing companies to rapidly react with remote work alternatives.

Some — such as JPMorgan — were already prepping for potential shifts in early March, deploying a pilot project that saw 10% of its 125,000 employees working from home. Banks like BMO, meanwhile, have embraced the new normal. The company says that around 36,000 staff members may permanently split their time between home and corporate offices. 

While this focus on employee efficacy and engagement is critical, productive people aren’t the only element of remote work success. Security and speed are two of the qualities that consumers now expect across all key banking functions, and firms must prioritize digital processes that streamline these processes without compromising financial requirements. 

But what does this look like in practice? How do organizations handle document management, process automation, and employee collaboration at a distance — without breaking the bank?

Facing Financial Frustrations

When work-from-home went from “maybe” to mandate, Deutsche Bank found itself racing to keep up. With just a few thousand out of its 90,000-strong workforce already working remotely, the firm was under pressure to scale capabilities quickly — from reimbursing staff for device purchase to rolling out video conferencing tools for more than 50,000 employees in less than two weeks, the bank has been under pressure to deliver remote work processes that deliver both continuity and compliance.

With finance firms historically lagging on technology adoption, however, this presents a significant problem. While cloud-based communication and collaboration tools are now commonplace — and can be readily adapted to work-from-home environments — the tools and tech necessary to underpin key financial functions are often tied to in-house server stacks and legacy applications. 

This creates a digital disconnect. While staff may have access to corporate networks, many of the secure document management and financial processing solutions they need to complete day-to-day operations simply weren’t designed to operate at a distance. Security accounts for part of this separation — regulatory control is critical for banks to ensure client privacy — but many banks have also focused on familiarity over functionality, adopting a “good enough” approach to cumbersome, on-site applications. As a result, firms now face financial frustration across critical workflows, including:

• Consumer Vetting — How do banks effectively evaluate potential client credit histories and financial foundations to deliver tailored service recommendations at a distance? Insecure credit or personal data access could have significant regulatory and legal repercussions.
• Credit Approvals — Necessary credit checks require secure connections and the assurance that data won’t be subject to theft or man-in-the-middle attacks.
• Loan Applications — Bank staff must complete complex forms at a distance and firms must ensure work-from-home employees have the tools they need to handle multiple file formats.
• Account Management — Opening, closing, and modifying account information requires secure access and the ability to share key documents with specific data removed or redacted. Financial data shared outside secure workflows could result in compliance failures.

Solving for Scale

While many big banks are preparing partial return-to-work strategies or ramping up remote work solutions, smaller financial firms don’t have this luxury. The scale of large enterprises affords bigger budgets for IT management and deployment, giving them a deeper pool of resources to pull from when deciding how best to support staff and systems at a distance. From in-house IT teams capable of creating custom-built apps to legacy software solutions that can be updated to work with new collaboration tools, the scale of big banks offers a marked advantage.

For smaller financial firms with the bulk of their workforce already at home and a return to the office unlikely in the near future, fragmentation is the familiar framework. Many SMEs now use multiple document management applications to streamline key processes — but these apps don’t always work well together.

In the office, this doesn’t pose a significant problem — staff might lose time switching between software tools or moving data across digital divides — but at home, access and agility are both restricted. This becomes more complicated thanks to the rise of multi-cloud computing. While purpose-built cloud services empower small banks to keep pace with their enterprise counterparts, they introduce complexity as access points both multiply and diversify.

Driving Digital Dividends

To drive digital dividends at a distance, smaller banks are well-served by the implementation of advanced software development kits (SDKs) and application programming interfaces (APIs). These tools make it possible to integrate advanced functionality into existing apps without compromising the security of critical banking data. To deliver remote work potential, firms need SDKs capable of:

• Collaboration — Integrate key collaboration functions including in-app document viewing to enhance data security, easy annotation and commenting options to ensure all staff are on the same page for multi-step application or approval processes, and burn-in redaction to enhance the protection of client or corporate data. 
• Conversion — As complex, compliance-heavy processes such as loan applications, credit evaluations, and financial investments move to remote, on-demand models, banks need no-touch data processing that makes it possible to view multiple file types — including familiar Word and Excel files along with more specialized image formats — and convert these files to PDF documents for easy search. 
• Capture — Automated data capture, field recognition, and forms processing not only reduce the amount of time staff spend creating new forms and completing current applications, they also reduce the risk of human error. Enable your team to take complete control of document management functions with powerful character recognition, scanned document cleanup, and form identification — all from within your own application.

The “new normal” for banking relies on digital services. Advanced SDKs and APIs make it possible for firms to succeed over both time and distance by delivering comprehensive collaboration, conversion, and data capture without breaking the bank.

Cells does not support concurrent/collaborative editing of the same document. It is designed for a linear workflow where saved data is made available to authorized users, enabling them to start with a spreadsheet that was previously populated by someone else.

TAMPA, Fla. –  Accusoft is proud to announce its new VP of Sales, Greg Barker. This leadership shift in the sales team will empower Accusoft to focus on new growth strategies. 

As Vice President of Sales, Greg will lead Accusoft’s sales, support, and customer success teams, while driving strong top and bottom line impacts across the organization. 

“As a growing company in Tampa Bay, we need a sales leader that can set a growth strategy to propel us forward,” says Jack Berlin, CEO of Accusoft. “We are excited to announce that Greg Barker will now be leading the sales team with a new forward-thinking strategy that strengthens our approach and empowers our sales professionals to excel.”

Greg Barker has held executive roles at Greenway Health, Kelly Services, and most notably, Oracle. As Vice President of Oracle’s Industry Business Unit, Greg was responsible for Oracle’s go-to-market strategy and mergers-and-acquisitions across their entire product portfolio. Prior to joining Oracle, Greg served in the United States Air Force for 10 years, where he ended his military career working in the intelligence community at the Pentagon. Greg holds a BS in Computer and Information Sciences from the University of Maryland.

To learn more about Accusoft’s management team, please visit our website at accusoft.com/management-team.

About Accusoft: 

Founded in 1991, Accusoft is a software development company specializing in content processing, conversion, and automation solutions. From out-of-the-box and configurable applications to APIs built for developers, Accusoft software enables users to solve their most complex workflow challenges and gain insights from content in any format, on any device. Backed by 40 patents, the company’s flagship products, including OnTask, PrizmDoc™ Viewer, and ImageGear, are designed to improve productivity, provide actionable data, and deliver results that matter. The Accusoft team is dedicated to continuous innovation through customer-centric product development, new version release, and a passion for understanding industry trends that drive consumer demand. Visit us at www.accusoft.com.