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Understanding The Basics

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The Process
Strategy for designing your database
Choosing where to place your database
Choosing the right scanner
Designating a Super User
Security
 

Conventional filing of paper usually consists of a document or file reaching its final stage of signatures or completion of some type of order. This document or file is now represented one time in one place, usually in a filing cabinet or even worse a file box. You may say to yourself, there is nothing wrong with this process, we have used it for years. When you can not find a document residing on a co-worker’s desk under other papers, someone mis-filed the document in the filing cabinet, or it has been stolen; this one document has caused a tremendous amount of grief and time. Imagine that after the completion of this one document or file, you made 20 copies of this document and placed it in all different areas within many segmented filing cabinets. Each of these filing cabinets represent something in particular about each of the documents your organization manages. Well, this would also pose a great deal of costs, man-hours, and confusion. The benefits, though, would allow for you to search multiple filing cabinets to get the same result, your document.

Simply scanning a document into a computer or shared network folder creates an entirely new set of problems. You will have to search for a file, within a sub-file, within even more sub-files to finally discover that this one scanned document or file was still misfiled and difficult to find or resurrect.

In theory, IMS is basically a digital filing cabinet or hundreds of filing cabinets. Every document you manage usually has several defining characteristics that could be important when researching information. You may have a customer name, ID number, date, dollar amount, type of document, or many other attributes that vary from one document to another. All of these pieces of data can be imputed into IMS (up to 6 fields in IMS-PLUS).

Now imagine searching for a document under one method, maybe customer name. If this document was misplaced in your filing cabinet, you may spend hours searching. If this same scenario occurred after scanning into IMS, you could also search for this customer’s ID number, last name, first name, type of document, dollar amount, product, or something else. You can now search by any ONE of these mentioned fields or by MULTIPLE fields to narrow your search down to the exact document. This process is simple and takes seconds. Ultimately, if needed, you could perform a Total Text OCR search within portions or the entire database using the OCR search engine within IMS Enterprise or using a third party solution like ISIS.



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