Document workflows

Every document handled the same way, every time.

Capture it, read it, route it and file it by rule instead of by memory. Your team stops sorting paper and starts working on what it says.

Content Central workflow settings: triggers, actions, rules and export templates

The problem

Every document is handled a little differently.

When filing depends on who picked the document up, things get lost, misnamed and skipped.

  • Manual sorting

    Someone reads each page, decides what it is and drags it into a folder by hand.

  • Inconsistent names

    Scan_0042.pdf, Invoice final.pdf and a dozen other names for the same kind of document.

  • Steps skipped

    A review gets missed because the person who usually does it was out that day.

CapturePoint 6

Split, sorted, read and named as it is scanned.

CapturePoint 6 learns your document types from a few samples, then splits each stack, names every document and sends it on, with cutting-edge AI running on your own PC.

  • Document AI that runs on your own PC
  • Learns your document types
  • Unlimited scanning, no per-page fees

Sends it where you work

Your documents land right where your team already looks.

Every finished document goes out as a searchable PDF with its data, named and filed. Send it to your own folders, Content Central or Nucleus One, or straight into SharePoint, OneDrive, Google Drive, Dropbox and Box.

  • SharePoint
  • OneDrive
  • Google Drive
  • Dropbox
  • Box
  • Content Central
  • Nucleus One
  • Your own folders

And many more systems through Cortexa Connect. Tell us where your documents need to go.

Paige

Files that arrive digitally, read the same way.

Send PDFs and images to Paige and get clean data back: fields and line items, ready for the next step. Delivery by download, SFTP or webhook.

  • Splits, sorts and reads documents
  • Learns from a few samples
  • Delivered by download, SFTP or webhook

Content Central

Rules that route and file for you.

Triggers and actions move each document through review and approval, then file it with the right permissions and retention. Capture from scanners, email and watched folders.

  • Triggers, rules and actions
  • Approval workflows with e-signatures
  • A full audit trail on every document

One path for every document

In, read, routed, filed.

  1. 01

    In

    Scanned with CapturePoint 6, captured from email or watched folders, or uploaded.

  2. 02

    Read

    Document type and key fields recognized, so the right workflow picks it up.

  3. 03

    Routed

    Rules send it for review or approval and act on the answer.

  4. 04

    Filed

    Saved to the right folder with its permissions and retention, and searchable by every word.

Go deeper.

Approvals

Approval workflows

Multi-step approvals with sign-off built in.

Alerts

Notifications

The right person told the moment it is their turn.

Overview

Workflow automation

Set it up once. Every document routes itself.

Questions

Where can CapturePoint 6 send documents?

To SharePoint, OneDrive, Google Drive, Dropbox, Box, folders, Content Central and Nucleus One, and more through Cortexa Connect.

Do we need a developer?

No. Document types are learned from samples in CapturePoint 6, and workflow rules are set up in Content Central without code. Our team and partners can set up your first ones with you.

How do we try it?

CapturePoint 6 starts a free trial the first time you open it, with no form. You can start Paige free in your browser, or book a free live demo.

Trusted by 1,000+ organizations since 2002.

Fortune 500 companies and government agencies run on Ademero. Their security, IT and legal teams review us every year and keep renewing.

  • Learns your document types
  • Rules instead of manual sorting
  • A full audit trail on every document
  • On your own servers or in the cloud

Free live demo

Bring a stack of mixed documents. We will show them sorted and filed.

Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.

  • A live tour of the products that fit your work
  • Your own documents, set up and shown working
  • Your workflow and process, mapped with you
  • Straight answers from people who build it
Engraved illustration: file boxes, a document scanner and a PC at a desk