Technical FAQs

You must be running PrizmDoc Viewer version 13.10 or above in order to use this integration.

Before running this Docker image, you MUST configure Docker to use the following minimum hardware resources: 2 CPUs and 7.5 GB memory. If you try to run the image with fewer CPUs or less memory, it may not function correctly.

Post-secondary schools look very different this year as colleges and universities embrace both blended learning and online-only approaches to content delivery and engagement. But this isn’t a one-off operation. Even as pandemic pressures ease, the shift to distance learning as the de facto solution for many students won’t disappear.  As a result, it’s critical for schools to develop and deploy learning management systems (LMSs) that both meet current needs and ensure they’re capable of keeping up with educational evolution. But what does this look like in practice? How do developers and team leaders build fully-functional LMS solutions that empower student success without breaking the bank?

Learning Management Systems (LMS) Challenges

When schools first made the shift to distance learning directives, speed was of the essence. While students were barred from campus for safety reasons, they’d paid for a full semester of instruction, and schools needed to deliver. As a result, patchwork programs became commonplace. Colleges and universities combined existing education software with video conferencing and collaboration tools to create “good enough” learning models that got them through to summer break. Despite best educational efforts, however, some students still went after schools with lawsuits, alleging that the quality of instruction didn’t align with tuition totals.

So it’s no surprise that as fall semesters kick off, students aren’t willing to put up with learning management systems that barely make the grade. They want full-featured distance learning that helps them engage with instructors and connect with new content no matter how, where, or when they access campus networks. 

As a result, development teams can’t simply correct for current COVID conditions. Instead, they need to create systems that deliver both blended and purely online interactions, and have the power to ensure students that choose to continue with digital-first learning can still stay connected even after returns to campus become commonplace.

How to Create a Functional LMS Framework

So what does a fully-functional LMS framework look like in practice? Six features are critical for ongoing success. Let’s explore how these features can enhance your learning management system and set your end-users up for success in the classroom and at home:

Diverse Document Viewing

As schools make the shift to distance learning, the ability to view multiple document types is critical for long-term LMS success. From standard Word documents, Excel spreadsheets, and PowerPoint presentations to more diverse image types — such as those used in medical educational programming or manufacturing courses — students and instructors need the ability to both send and view diverse document types on-demand. 

While both free and paid solutions for viewing exist outside LMS ecosystems, choosing this route creates two potential problems. Students with diverse technological and economic backgrounds may face challenges in finding and using these tools, and data security may be compromised. This is especially critical as schools handle greater volumes of students’ personal and financial information. If document viewing happens outside internal systems, private concerns become paramount.

In-Depth Annotations

With students now submitting assignments and exams via educational software, viewing isn’t enough. Staff also need the ability to annotate assets as they arrive. Here, professors and teaching assistants are best-served by built-in tools that allow them to quickly redline papers or projects, add comments, highlight key passages, and quickly markup documents with specific instructions or corrections. 

Without this ability, staff have two equally unappealing choices. They can either print out, manually correct, and then re-scan documents, or send all comments as separate email attachments. Both are problematic, since they limit the ability of students and teachers to easily interact with the same document.

Comprehensive Conversion

File conversion is critical for effective learning management systems (LMSs). Specifically, schools need ways to quickly convert multiple document types into single, searchable PDFs. Not only do PDFs offer the ability to control who can edit, view, or comment on papers or exams, they make it easy for teachers to quickly find specific content. The permissions-based nature of PDFs makes them ideal for post-secondary applications and a must-have for any education software solution. 

Cutting-Edge OCR and ICR

Optical character recognition and intelligent character recognition also forms a key part of distance learning directives. With some students still more comfortable with hand-written hard copies and some classes that require students to show specific work, OCR can help bridge the gap between form and function. By integrating tools with the ability to recognize and convert multiple character types and sets, schools are better equipped to deal with any document type. Search is also bolstered by cutting-edge OCR; instead of forcing staff to manually examine documents for key data, OCR empowers digital discovery.

Complete Data Capture

Forms are a fundamental part of university and college life — but the myriad of digital documents can quickly overwhelm legacy education software. Integrating tools with robust form-field detection allow schools and staff to streamline the process of complete data capture, both increasing the speed of information processing and reducing the potential for human error.

Barcode Benefits

As campuses shift to hybrid learning models, students occupy two worlds, both physical and digital. But this duality introduces complexity when it comes to tracking who’s on campus, when, and why. These are currently key metrics for schools looking to keep students safe in the era of social distancing. 

By deploying full-featured barcode scanning solutions as part of LMS frameworks, colleges and universities can get ahead of this complexity curve. From scanning ID cards to take attendance and track resource use to using barcodes as no-contact purchase points or metric measurements for ongoing analytics, barcode solutions are an integral part of LMS solutions.

Automation Advantages

The sheer volume of digital documents now generated and handled by post-secondary schools poses the problem of practicality. Teachers and administrators simply don’t have time to evaluate and enter data at scale and speed while also ensuring accuracy. By automating key processes including document conversion, capture, and character recognition, schools can reduce the time required to process documents, leaving more room for student engagement.

Building an LMS Product for Teachers & Students

The bottom line for LMS solutions? If they don’t work for end-users, they won’t work for the broader school system as a whole. Gone are the days of invisible IT infrastructure. Now, students and staff alike are school stakeholders with evolving expectations around technology.

By deploying distance learning solutions that prioritize end-user outcomes with enhanced document viewing, editing, data capture, and automation, developers can create LMS tools capable of both solving immediate issues and offering sustained student success over time. Learn more about these functionality integrations for your learning management system at accusoft.com/products. 

The COVID-19 pandemic may not be the first pandemic to impact global supply chains, but its impact has been orders of magnitude greater than previous public health crises. Businesses around the world have been forced to contend with the twin challenges of transitioning to a remote workforce and overcoming severe supply chain disruption. As 2020 winds down to a close, it’s becoming clear that the pandemic may well represent a “new normal” for logistics strategy rather than a temporary situation.

3 Critical Supply Chain Challenges 

From implementing new technology to establishing relationships with alternative vendors, organizations across multiple industries are taking steps to meet the challenges confronting their supply chains in both the immediate and long-term future. One of the biggest areas of focus is barcode integration. Although they may not seem like they belong at the forefront of innovation, barcodes are scanned more than six billion times every day and serve an incredibly important role in modern supply chain management.

Here are a few of the biggest challenges organizations are facing:

1. Supply Chain Visibility

Speed and flexibility are competitive advantages in today’s on-demand marketplace. Customers want products delivered faster and will quickly lose faith in brands that fail to meet their expectations. According to a 2019 survey of online consumers, 72.7% of respondents were unlikely to order from a company again after a poor delivery experience. Given those high stakes, it’s incredibly important for organizations to maintain high levels of visibility into their supply chains.

Barcode technology makes it possible to track products and materials throughout the entire production and distribution process. A quick scan is all that’s needed to update an item’s status every time it’s processed at a location. That information feeds into inventory tracking software that allows businesses to get a more accurate picture of how shipments move through their supply chain. This visibility makes it easier to identify potential problems and enhance overall logistics efficiency. 

2. Digital Transformation

Despite the growing emphasis on digital transformation across the economy, the average supply chain is still held back with inefficient, legacy infrastructure. Small and medium-size businesses face the greatest challenges, with only 21% of them using digital tools to integrate their supply chain operations with other departments. In the retail industry alone, bad processes and data disconnects cost companies over $500 billion annually. As the holiday season draws nearer and promises to bring with it a massive increase in online shopping, having a fully digital supply chain in place with enough speed to handle that demand is essential.

Implementing the right digital technology tools can help organizations to streamline their supply chains and gather the data they need to make better decisions. Barcode integration software is a foundational component of this transformation because it forms a bridge between the physical and digital elements of logistics management. Shipments can be instantly scanned into tracking systems to provide a wealth of data points across the supply chain, making it easier to adapt to disruptions and develop better processes. Barcode libraries also need to be able to scan and decode both traditional 1D codes and newer 2D codes quickly and accurately to keep products moving swiftly and smoothly to consumers.

3. Automation

As many organizations have put social distancing protocols in place during the pandemic to protect the health of both employees and customers, automation has become more important to supply chain performance than ever before. These COVID-19 pressures are sure to accelerate what was already a growing push toward implementing automated software and systems. Gartner even projected in 2019 that 30% of warehouse workers will be replaced by collaborative robots by 2023, which will further drive the demand for automated scanning and inventory management tools to accompany them.

For these automated systems to work effectively, they will need robust software that can withstand the difficult working conditions of warehouses, assembly lines, and distribution centers. A barcode integration that struggles to accurately read damaged or broken barcode images, for instance, won’t last very long in such an environment. The software powering automated systems must be able to function under a variety of conditions and be adaptable enough to overcome obstacles without constant oversight from on-site workers.

Unleash Your Supply Chain With Barcode Xpress

Building software capable of meeting the needs of a truly digital supply chain is no easy task. That’s especially true when it comes to integrating barcode reading capabilities into supply chain applications. With so many barcode formats in use, developers need an SDK with the ability to accurately detect, read, and write both common and uncommon barcode types used across all industries.

Accusoft’s Barcode Xpress is a multi-language barcode integration capable of reading and writing more than 30 different barcode types quickly and accurately. A truly robust SDK solution, Barcode Xpress leverages the imaging functionalities of ImagXpress to repair damaged orbroken barcodes that other readers are unable to read.

Speed

Barcode Xpress is capable of detecting and decoding multiple barcodes on a page at speeds of up to 1,000 pages per minute. It doesn’t matter where the barcode is located, what type of code it is, or how many are present. The control is able to read them regardless of orientation within milliseconds.

Accuracy

Every time Barcode Xpress detects a barcode, it not only provides the information encoded within the image, but also reports a confidence value to ensure high levels of accuracy. Damaged, broken, or poorly printed barcodes can also be scanned thanks to the SDK’s image processing capabilities. Black noise, white noise, erasures, low resolution, white line streaks, and other common barcode problems are reconstructed and scanned automatically to keep the supply chain moving.

Versatility

With the ability to detect, read, and write over 30 different barcode types, Barcode Xpress is available in multiple configurations for Windows and Linux-based operating systems. The SDK library supports 24-bit color images, 8-bit grayscale images, and 1-bit black and white images, as well as providing more than 80 additional image processing and editing functions thanks to its ImagXpress integration.

Experience Barcode Xpress Today

Easy to deploy and utilize, Barcode Xpress is a true all-in-one solution for desktop and web applications seeking barcode recognition capabilities. Just a few lines of code is all it takes to unlock the full potential of your supply chain technology.

Find out just how simple barcode integration can be with Barcode Xpress. Sign up today to download a free trial or talk to one of our SDK specialists today to learn more.

Companies have a love/hate relationship with PDFs. While Adobe’s portable file format has been around for decades and remains one of the most popular document types available, some of its best features are overshadowed by frustration around conversion. Faced with a barrage of read-only PDF files or looking for ways to ensure the integrity of critical document data, you can spend significant time and effort searching for the ideal PDF converter application.   This is particularly true when trying to convert Excel to PDF.

In some cases, this means ignoring IT best practices to leverage web-based “convert PDF free” tools that offer the benefit of speed, but could introduce potential security risk. In others, you might opt for large-scale document solutions that make the process of PDF conversion cumbersome and complex.

As noted by recent research from Deloitte, shifting market trends make both approaches problematic. Consider converting a familiar spreadsheet format — Excel — into PDF. What should be a simple task is often torturous and time-consuming and can significantly impact staff productivity. Let’s break down this situation further. In this blog, we’ll explore the operational impact of PDFs, consider the case for conversion, assess the spreadsheet-specific situation, and offer a step-by-step solution for potential PDF permutations.

The History of the PDF

• A quick search turns up multiple articles for and against the use of PDFs for business documents. Detractors cite the sometimes cumbersome process of converting and modifying this format, while electronic evangelists focus on the consistency of content across PDF files. To understand the impact of PDFs, let’s take a quick historical detour. First developed in 1991 by Adobe co-founder Dr. John Warnock, the Camelot Project focused on document consistency across user, location, and device. By 1992, Camelot became PDF and introduced two key features that keep it front-and-center for businesses:
  • Preservation — PDFs are designed to preserve all data in the original file in its original format. As a result, any content — from text to graphics to spreadsheets — remains consistent when converted to PDF.
  • Standardization — Not only do PDFs meet ISO 32000 standards for electronic document exchange, the format also includes specialty standards such as PDF/A for archiving, PDF/X for printing and PDF/E for engineering.

The Case for Conversion

While preservation and standardization speak to the benefits of PDF creation, why do so many companies prioritize conversion? First is the read-only nature of basic PDF files. Consider documents that contain customers’ personally identifiable information (PII) or employees’ HR data. Demands for intra-company interoperability mean these documents are often widely distributed across multiple departments and even outside the organization.

Storage is also a key consideration. While many files — including Excel spreadsheets — can quickly balloon in size as data volumes increase, compression comes standard with PDFs. This permits greater storage with a smaller footprint to help maximize the capacity of local storage infrastructure.

The Situation with Spreadsheets

Spreadsheets offer a specific situation for PDF conversion. With spreadsheets often the standard format for financial reporting and offering critical functionality for structured data analysis, Excel files are everywhere. The challenge? Ensuring the right people can access the right data at the right time — with the right context. Consider spreadsheets sent from a desktop to a mobile device that isn’t equipped with the same office software. What appears as tidy rows and columns on a computer monitor may be a contextually convoluted mess on mobile devices, forcing you to work against existing formats rather than finding common function. 

Excel to PDF conversion offers three benefits to help solve the spreadsheet situation:

• Format Persistence  — From standard spreadsheets to charts and graphs, the original format of Excel files is maintained in PDF. As a result, recipients don’t need specific office software to read Excel documents — in-app or online PDF readers are the only requirement.
• Content Curation — With the right PDF conversion tools, staff can easily choose what to share and how to share it. From converting entire documents to specific pages, making comments, or adding redactions, sharing is secure and simple.
• Password Protection — Speaking of security, PDFs also permit password protection for both access and editing. This both reduces the risk of unintended access and ensures that only authorized personnel can alter spreadsheet data.
  

The Market for Modification

Given the popularity of PDFs and the potential benefits of effective conversion, it’s no surprise that the market for modification is rapidly diversifying. From lightweight applications that allow users to convert PDFs for free to online PDF converters, there are now multiple options to make the move from spreadsheet files to portable document formats. The challenge? Finding your best fit. For example, while free online tools offer the benefit of quick conversion, they introduce potential security issues if spreadsheets are converted outside the confines of local networks. 

Robust and reliable options from well-known providers, meanwhile, offer ways to maximize security without losing speed. Solutions like Accusoft’s ImageGear integrates alongside your existing applications, allowing document conversion under the auspices of local networks, while the PrizmDoc Cloud Conversion API lets you leverage the power of cloud resources customized to meet your needs. Even better? Start converting PDFs for free right now with an ImageGear trial or 300 free transactions in the Accusoft Cloud.  

A Step-by-Step Guide: How to Convert an Excel File to PDF

Ready to start converting spreadsheets with us? It’s easy. If you’re using the PrizmDoc Cloud Conversion API, easy is the operative word. Simply select your source format, pick the pages you want to convert, and then define your destination format. Need pages 1-5 of your XLS document in a PDF? No problem. Looking to merge multiple pages into a single document? We’ve got you covered.

If SDKs are more your style, there’s a simple, step-by-step process to convert Excel files into PDFs:

Step 1: Create an instance of Microsoft Excel format after initializing ImageGear.NET

In C#:

ImGearFileFormats.Filters.Add(ImGearOffice.CreateExcelFormat());

Step 2: Modify the open dialog box to accept *.xlsx and *.xls extensions.

In C#

 // After installation make sure you are including the following using statements
 using ImageGear.Formats.PDF;
 using ImageGear.Formats;
 using ImageGear.Formats.Office;
 using ImageGear.Core;
 using System.IO;
 using ImageGear.Evaluation;
            
// If you are evaluating our product, initialize the evaluation license
 ImGearEvaluationManager.Initialize();
 
 // After some initializations, load the necessary ImGear filters to create an instance 
 // of Microsoft Word format for input and an instance of PDF format for output using 
 // code that looks like:    
 ImGearFileFormats.Filters.Add(ImGearOffice.CreateExcelFormat());
 ImGearFileFormats.Filters.Add(ImGearPDF.CreatePDFFormat());
 
 // Next, the PDF library requires its own initialization:
 ImGearPDF.Initialize();
 
 // Then, simply read in all pages of the Word document using the 
 // ImGearFileFormats.LoadDocument() method:
 ImGearDocument igDocument;
 using (FileStream fileStream = new FileStream(inputFileName, FileMode.Open, FileAccess.Read, FileShare.Read))
 {
     igDocument = ImGearFileFormats.LoadDocument(fileStream);
 }
 
 // Finally, write out the document as PDF using the ImGearFileFormats.SaveDocument() 
 // method with the saving format set to ImGearSavingFormats.PDF and no special options:
 using (FileStream fileStream = new FileStream(outputFileName, FileMode.Create, FileAccess.ReadWrite))
 {
      ImGearFileFormats.SaveDocument(igDocument, fileStream, 0, ImGearSavingModes.OVERWRITE, ImGearSavingFormats.PDF, null);
 }

Ready to accelerate output and improve productivity? Keep conversion close to home with ImageGear, or opt for secure operational outsourcing with the PrizmDoc Cloud Conversion API.

Many professionals in highly regulated industries like legal, healthcare, and government handle a myriad of cases, contracts, and forms. However, collaborating on documents comes with a risk. Sharing personally identifiable information (PII) with the wrong person can cause chaos and even result in a lawsuit. That’s why redaction is so paramount to collaboration in so many industries. Where manual paper processes once required a permanent marker, digital solutions now offer redaction capabilities that work even better. 

Redaction removes key pieces of information — including sentences, images, and even entire pages — while leaving the bulk of the document’s text intact. Although many tools now empower organizations to “burn in” data redaction so it can’t be removed, they don’t allow users to indicate multiple reasons for redaction. 

Many solutions offer a coding system that enables users to tag a piece of redacted information with a single reason code that signifies why the data was hidden. However, they lack the ability to add those reasons while you are redacting, which could save time and effort. Just think of how large some of these files could be, and how manually adding comments throughout the document could take hours after you’ve already finished reviewing the content.

This creates additional pressure from viewers to understand the purpose of redaction, and potential reporting issues if the reason for redaction isn’t properly recorded. Solutions that permit the addition of redaction reasons can help defend key data and close this communications gap.

The Freedom of Information Act (FOIA) and Secure Data Sharing

As noted by CNN, government documents are often partially redacted to obscure personal data such as social security numbers or military information related to intelligence data gathering and applications. Consider a U.S. intelligence agency report made public by FOIA request. 

While the Freedom of Information Act forms a critical part of open, effective democracy, data in the report that suddenly becomes public domain — such as the names of confidential sources or the methods used to obtain information about foreign government actions — could jeopardize both the ability of the agency to do its job and put human lives at risk.

Most government redactions expire and are automatically declassified after 50 years, but agencies can also obtain permission for special exemptions which prevent the redaction from being removed. For example, redaction reason 3.3(h)(1)(a) is used to protect the identity of a classified human intelligence source and is exempt from automatic expiration.

There are currently nine FOIA exemptions that are withheld from public release and protected from disclosure. When a portion of a record is withheld from public release, an exemption code may be found listed in the margin. The Federal Bureau of Investigation’s list below showcases what exemption codes are subject to FOIA data withholding:

• (b)(1) (A) Specifically authorized under criteria by an executive order to be kept secret in the interest of national defense or foreign policy and (B) are in fact properly classified to such Executive Order #12958 (3/25/03).
• (b)(2) Related solely to the internal personnel rules and practices of an agency.
• (b)(3) Specifically exempted from disclosure by statute (other than section 552b of this title), provided that such statute (A) requires that the matters be withheld from the public in such a manner as to leave no discretion on issue or (B) establishes particular criteria for withholding or refers to particular types of matters to be withheld.
• (b)(4) Trade secrets and commercial or financial information obtained from a person and privileged or confidential.
• (b)(5) Inter-agency or intra-agency memorandums or letters that would not be available by law to a party other than an agency in litigation with the agency.
• (b)(6) Personnel and medical files and similar files, the disclosure of which would constitute a clearly unwarranted invasion of personal privacy.
• (b)(7) Records or information compiled for law enforcement purposes, but only to the extent that the production of such law enforcement records or information:

• A. Could reasonably be expected to interfere with enforcement proceedings;
• B. Would deprive a person of a right to a fair trial or an impartial adjudication;
• C. Could reasonably be expected to constitute an unwarranted invasion of personal privacy;
• D. Could reasonably be expected to disclose the identity of confidential source, including a state, local, or foreign agency or authority or any private institution that furnished information on a confidential basis, and, in the case of a record or information compiled by a criminal law enforcement authority in the course of a criminal investigation or by an agency conducting a lawful national security intelligence investigation, information furnished by a confidential source;
• E. Would disclose techniques and procedures for law enforcement investigations or prosecutions or would disclose guidelines for law enforcement investigations or prosecutions if such disclosure could reasonably be expected to risk circumvention of the law, or;
• F. Could reasonably be expected to endanger the life or physical safety or any individual.

• (b)(8) Contained in or related to examination, operating, or condition reports prepared by, on behalf of, or for the use of an agency responsible for the regulation or supervision of financial institutions.
• (b)(9) Geological and geophysical information and data, including maps concerning wells.

Given these extensive reasons, we can start to understand how there might be reason to include multiple FOIA exemption codes for one piece of redacted information.

Regulatory Compliance & Document Security

For many organizations, adding redaction reasons to shared or publicly-available documents isn’t mandatory, but it can help reduce the risk of both legal and compliance challenges. 

Consider a redacted court document shared as part of an eDiscovery process. Without a custom redaction reason, other parties may challenge the necessity of your redaction, especially if no contextual evidence indicates its necessity. 

Compliance audits also pose a potential problem. If years or even decades-old documents don’t contain redaction reasons — and the originals aren’t easily located — your organization could face increased regulatory oversight.

Take for example the healthcare industry. There are several clinical studies that require peer review. To keep biases at bay and personal information secure, redaction is critical to the adjudication process. Think about a clinical trial that has specific events related to a test subject. That test subject has participated in a trial for an incentive. 

However, that person did not agree to share his or her personal information with a broad audience. Once the panel of experts reviews the results of a clinical trial, the research goes on public record. It’s crucial to protect the participants involved and their PII to ensure that no harm comes to them.

Many document viewing tools make it possible to add single redaction reasons to released documents, but what happens if your organization is dealing with multiple data types? Look for a solution that enables you to add multiple redaction reasons or codes to clarify your intent and keep data secure.

PDFs are everywhere. Vice calls them “the world’s most important file format,” and that’s not far off the mark. The sheer number of documents converted to, from, and often back to PDFs is astounding. The hard truth? They’re also frustrating to work with. Start a Google search with the word “convert” and three of the top five results involve PDFs. 

While this portable document format lives up to its namesake by making it easy for users to attach and send documents across their organizations, PDFs often run into problems when it comes to conversion, collaboration, and communication. While many tools offer piecemeal PDF functionality, they lack a complete cadre of critical capabilities, in turn forcing software engineers to use multiple software solutions for seemingly simple tasks. 

ImageGear offers a different take on the standard software development kit (SDK) designed to help developers maximize their PDF potential. Here’s how it works. 

The Value of PDF Conversion

While PDF conversion is one of the top sought-after functionalities, there’s another area that’s often overlooked: modifying the characteristics of PDFs on-screen. With companies now handling PDFs from multiple sources that may include everything from computer-generated form data to handwritten information and images, it’s no surprise that staff encounter a wide variety of viewing issues.

ImageGear PDF helps solve these problems by allowing users to call the shots on PDF content at scale with features such as:

• Conversion
• Metadata Management
• Content and Font Editing
• Text Extraction
• PDF Watermarking
• Container, Dictionary, and Layer Creation
• 3D Asset Modification

ImageGear PDF also helps improve document processing with document cleanup and advanced optical character recognition (OCR). With the ability to encrypt and decrypt entire images (or part of an image), automatic ImageClean correction of white text blocks, borders, and inverted images, plus intelligent re-sizing, any PDF can be cleaned and made more readable for the user. 

OCR support for almost any document type is also a benefit. This includes those produced on typewriters, dot-matrix printers, ink-jet printers, laser printers, and photocopied, scanned, and faxed documents. ImageGear PDF helps users control and customize multiple PDF variables, making it a fully functional PDF conversion solution for your application.

PDF Pain Points

One of the biggest PDF frustrations? The inability to break apart and combine PDF documents. Let’s imagine you have a massive legal PDF or in-depth medical file. In these circumstances, professionals only need a portion of the PDF, but without the right tools they’re stuck sending entire files when all they need is a single page. In other cases, employees might have a host of related PDFs that are part of the same project, but can’t be easily combined to save space and time.

ImageGear PDF has you covered with the ability to easily delete or insert PDF pages, render pages in a single PDF, split a PDF, merge two or more PDFs into a single file, or even merge specific pages from two or more PDFs into a single PDF. This not only makes a massive difference in time spent working with PDF documents, it helps reduce unnecessary storage and transmission of multiple files. 

Convert PDF: Multiple File Formats for Conversion

Conversion is critical for PDF success. Instead of creating complexity by forcing end-users to stick with original file formats, implementing an SDK with cutting-edge conversion empowers corporate consistency and saves on storage space. ImageGear PDF supports a host of common file formats for conversion including Microsoft Office, JPEG 2000, CAD, and SVG.

Of course, no feature forward PDF framework is complete without robust annotation, redaction, and commenting capabilities. These features make it easy for other users to see exactly what’s been changed, when, and why, along with providing a critical, auditable paper trail to meet evolving compliance and regulatory standards.

PDF Functionality for Your Application

Best of all, ImageGear isn’t designed to replace your current software, but integrate alongside existing workflows. Rather than adding another application to already-overloaded IT arsenals, straightforward SDK integration means everything happens within your own application, making it easy for everyone to find exactly what they’re looking for within familiar territory. Need help jumpstarting your SDK deployment? Check out our full list of ImageGear .NET samples for ASP.NET, CAD, OCR support, and more.

PDFs remain eternally popular and continually frustrating. Solve for document viewing, split and merge, and conversion issues and streamline employee efforts with ImageGear.

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.

So, thanks to a global pandemic, you’ve been forced into running your business remotely. Perhaps this is a scenario your company was prepared for. Far more likely, you’ve found yourself scrambling to move to a 100% remote workforce with little time to prepare. The good news is: no matter where you find yourself on the preparedness scale, it’s not too late to set your business up for success.

There’s a popular Chinese proverb that says: “The best time to plant a tree was 20 years ago. The second best time is now.” Basically, if you want success and growth in the future, the time to prepare your business for remote work is now, rather than wasting time wishing you’d taken action earlier.

So, where does one begin when remote work has been so suddenly forced upon you? Certainly, there are dozens of issues to consider when it comes to optimizing a remote workforce — too many for us to adequately address here. So, for now,  we’ll stick with what we know best — how to manage your documents and forms.

Why Automation and Digitization Is Critical

To begin with, if you’ve been operating with paper-based processes — entering data manually on forms, distributing and filing paper-based documents, or collecting in-person signatures — those days are over…at least for awhile. So, if automating and digitizing your paper-based processes was on your “nice to have” priority list, it’s probably time to move it into the “must-have” category, pronto.

When it comes to managing a remote workforce, there’s also the tiny issue of security. Simply put, digital files are generally easier to secure than paper documents. This is especially important when your employees are working from home, where you have less control over who has access to those documents. 

Scanning and sending documents via email also poses a potential security risk if the documents are lost or stolen in cyberspace. Not to mention the fact that your employees’ inboxes are likely flooded with messages, making it hard to keep track of and manage those documents effectively. 

Many business leaders also feel that automating your documents, forms, and processes can help your business better weather the storms of an economic recession, including the one we appear to be entering now. According to  Forbes, 63 percent of business leaders say that automation tools will help safeguard operations against economic downturn.

Automation Offers Long-Term Benefits to Business

Even when you’re back in your office, there are probably many processes you can implement now that will help streamline your business for the future. According to TotalProSource, implementing a well rounded digital automation software solution can benefit your business long-term,  in many different ways, by enabling you to:

• Access and complete documents easily, from anywhere, whether using a mobile device on the road or working offline at home. 
• Collaborate with team members no matter where they’re located, and eliminate manual processes. 
• Collect information and signatures and put them to work on automated workflows.
• Integrate with systems you already use to get the most ROI.

Choosing the Right Digitizing and Automation Solution

When it comes to your business, we know that a document isn’t just a document and a form isn’t just a form — they’re both critical components of how your business operates. That’s why you must look for an automation solution that easily integrates with your existing systems to ensure you are getting the most productivity and ROI.  

In order to help your business succeed in this changing environment, you need a solution like Docubee, a process automation tool that simplifies the creation, routing, review, and approval of documents and forms. Not only will Docubee help optimize your business for a remote workforce, it will also help enhance your operations for the future by allowing you to:

• Digitize your forms and document in minutes to collect the right information the first time and put it to work.
• Route, revise, and approve documents with multiple collaborators.
• Empower employees to build their own configurable workflow solutions.
• Automate workflows that enable your team to work and collaborate more efficiently.
• Create workflows to meet your unique needs and integrate with your CRM and other favorite tools, using a configurable, no-code workflow designer that puts you in control of the process.

Ultimately, by automating and digitizing your forms and documents, you’re not only setting up your remote workforce for success now, you’re also preparing your business to avoid disruption in the future — anytime you, or any key team member is unable to make it to the office.

Docubee on its own is an incredibly powerful workflow engine that offers the ability to route your documents and data around for just about any business use case. The problem is that many business processes involve systems that are outside of Docubee. Webhook integration is the answer.

Integrating with each individual outside system on it’s own would be incredibly costly and time consuming, but Docubee does offer another solution to this problem. We now offer webhook integration for routing data through workflows to external systems.

What is a webhook?

That may all sound very complex, but the most basic explanation of a webhook in developer talk is an API call that is made out to a URL provided by the user containing some type of data they are listening for. 

For non-developers, this process almost seems magical if you are used to setting up complex integrations that take a lot of time. The possibilities seem endless for ways to connect your data to different apps with the help of websites like Zapier.

Webhooks for Non-Developers

Zapier basically takes the need for developer knowledge out of using webhooks. They will provide you with a URL and then let you build out your process by connecting any of the 1,500+ apps they offer. 

This means that without writing any code, you can configure information from a Docubee workflow to be put places like a Google Sheet, Slack room, or Trello board just to list some popular ones. 

For example, if you had a contract that needed to be signed by several people but didn’t want to rely on email and still wanted to keep track of it, this would be the perfect solution. 

You could add a webhook step after every signing step that would send a notification to a Slack room letting you know exactly where it was in the process in real-time.

Even without Zapier, many systems still offer easy webhook integrations. Using Docubee’s data collecting abilities paired with any webhook makes the possibilities endless for moving your data around to wherever you need it to go. Learn more at www.docubee.com.

Forms are a critical part of business processes, no matter what type of organization you’re running. Whether you’re dealing with employees requesting PTO or prospect requesting more information, forms enable you to collect the data you need quickly organize the information in an efficient way.

There’s a process for everything, and many organizations are figuring out that forms require a very systematic approach. If you don’t have a system in place, data can easily be lost or misplaced. What is the real issue here? Paper isn’t cutting it and neither is email.

The Trouble with Paper Forms

The problem arises when there’s too much data to structure. Manual processes take forever. Just think about all the printing, scanning, and faxing you have to do with paper forms. It’s inefficient and the cost adds up. Not to mention the time it takes to manually process that data.

In addition, emailing forms back and forth for manual or digital entry can get complicated as well. Whether the recipient is printing the form or needs to have a PDF editor installed on their device, the fact of the matter is that it’s just not efficient enough for business. Consistency is key to a streamlined workflow, and the rapid growth of unstructured and inconsistent data collection is creating process challenges.

The Problem at Scale

As companies grow, business processes naturally become more complex. Quickly scaling can be difficult without the help of a process automation tool. Without one, you need a larger headcount, and even then, mistakes will inevitably happen. Teams spend too much time and valuable resources on cumbersome, repetitive processes that are often stalled, derailed, or completely forgotten.

Manual forms and digital forms just don’t make sense when there isn’t a streamlined workflow process around collecting the data. Just think about all the forms you currently use that either contain missing or illegible information. If you’re thinking we are about to suggest a bulky document management system, think again. While we see the value of adding expensive solutions to manage content, it’s not for everyone and it’s especially not suitable for small businesses.

A Solution with Style

With Docubee, forms don’t have to be a hassle. The fast form creator helps you create reusable digital forms in minutes by automatically finding and placing fields on documents. Just imagine… eliminating manual processes and streamlining your document-based workflows. It’s not a dream. It’s reality.

With the click of a button, you can turn your static document templates into online fillable forms. Now you have a simple and powerful way to collect data from your employees and clients without all the back and forth. We help growing businesses transform tedious email and paper-based functions into efficient digital processes. Take automation to the next level with Docubee. Ready to explore more of our cloud-based, mobile-ready features? Learn more about Docubee and our features now.