Document Management System

Every box, tracked from carton to searchable file.

ImageWorld's Document Management System gives a document-imaging operation one system to run intake, scanning, indexing and OCR — and gives every client a live window into the box that used to sit in their storage room.

PRP · SCN · SPL · IND · OCR Employee & Client logins 200 / 240 / 300 DPI TIFF · PDF/OCR
BOX-0417 · manifest.log
clientMeridian Title Co.
project2019 Closing Files
prepcomplete — 214 files
scancomplete — 1,842 pages
splitcomplete — 214 files
indexin progress
ocrqueued
statusbox not done
The five stations

One box, five checkpoints, one owner at each.

Every box a client sends in moves through the same five stages. The system records who worked each stage, when it started and ended, and how many files or pages came out the other side — so nothing moves forward unaccounted for.

1PRP

Preparation

Staples and clips removed, pages sorted and ready for the scanner.

start·end date
prepared by
files after prep
2SCN

Scanning

Physical pages converted to digital images at the requested resolution.

start·end date
scanned by
pages after scan
3SPL

Splitting

Scanned images separated back into individual documents.

start·end date
split by
files after split
4IND

Indexing

Documents tagged with the metadata that makes them findable later.

start·end date
indexed by
files after index
5OCR

OCR

Text made searchable and selectable. Judged for accuracy before sign-off.

start·end date
OCR'd by, judgement
files & pages
Two logins, one record

Staff run the pipeline. Clients watch their own boxes move.

Access is scoped by account type, and further by privilege level for employees — so a supervisor sees more than a technician, and a client only ever sees their own work.

ACCOUNT TYPE — EMPLOYEE

Staff

  • Manage Employees, Clients, Projects, Boxes and Reports
  • Higher-privilege supervisors get a Boxes dashboard card for creating boxes, updating status and printing labels
  • Screens outside your privilege level redirect to an Unauthorized page
  • Full read/write on the intake form and box workflow stages
ACCOUNT TYPE — CLIENT

Clients

  • See Reports, Projects and Boxes for their own account only
  • Dashboard shortcuts to add a project, view boxes and print labels
  • Cannot manage Employees or other Clients
  • Edit their own company and contact profile
Inside the system

Built around the way the work actually moves.

A handful of the screens staff and clients use every day.

DASHBOARDrole-based

Welcome screen

Quick-access cards to Boxes, Projects and Reports — the set shown depends on who's logged in.

BOXESlist + filter

Box list

Title, client, project and status at a glance. Employees can filter every box by client.

BOX-0417In-progress
BOX-0418Completed
BOX-0419In-progress
PROJECTSintake form

Add Project

Captures pickup logistics, document types, output format and scan resolution in one intake form.

Reports

Four ways to check the work.

Every report is scoped to the projects a user can see, and every one exports.

01

Progress Report

Overall completion plus a breakdown by stage, drillable to box level. Downloads as PDF.

02

Daily Report

What was completed today, across every active project — the throughput view.

03

Quality Check

Box-by-box, who touched each of the five stages and when — for spot-checks and accountability.

04

Project Report

Project details combined with processing statistics into one summary.

Under the hood

Intake, output and access, spelled out.

Document types
  • Letter
  • Legal
  • Odd size
  • Blueprint
  • Electronic
  • Other
Output & resolution
  • FormatTIFF
  • FormatPDF / OCR
  • Resolution200 DPI
  • Resolution240 DPI
  • Resolution300 DPI
Access & login
  • LoginEmployee / Client
  • RecoveryForgot / Reset password
  • Denied routeUnauthorized page
  • ProfileView / Edit
Ready when your boxes are

Get every box a manifest, and every client a window in.

ImageWorld Technologies
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