infoXpert Workbench and Microsoft Office Add-ins

The infoXpert Workbench together with the Microsoft Office Add-ins provides an easy to use interface for capturing documents together with the related meta data from the PC Desktop, MS Office and Email applications into infoXpert .

Microsoft Office Integration
Capture MS Office directly into infoXpert – either as permanent records in the Records Management vault or as a Workspace document for continued editing and collaboration with other users. Features include:

• Integration with MS Office applications such as Word, Excel and Powerpoint
• Save documents directly from Microsoft Office into infoXpert
• Open documents stored in infoXpert from within Microsoft Office
• Either browse or search for target infoXpert folder name when saving documents
• Specify version number and description
• Submit document to workflow for further action
• Enter Records Management meta data including document type, correspondent name & address and external references

Email Capture & Archiving
Emails are one of the most common forms of communication received by an organisation. Unfortunately, many organisations are failing to capture important corporate emails as part of the regulatory compliance. infoXpert provides a range tools to easily capture corporate emails as permanent records.

• Integration with MS Outlook, Exchange, Groupwise and POP3, with support for Lotus Notes planned during 2009
• Capture emails as HTML documents together with full Internet Headers providing best records management practise for future viewing without requiring MS Outlook
• Either navigate or search for target infoXpert folder name when saving email
• Capture with or without attachments (depending on settings) with Attachment contents also indexed for searching
• Submit saved email to workflow for further action
• Enter Records Management meta data including Document Type, Correspondent Name & Address and External References
• "Hot Folder" email scanner module polls configured POP3 email boxes for incoming Email traffic and automatically submits them to infoXpert

High Speed Document Entry/Upload
For improved throughput of batch scanned documents (e.g. incoming correspondence, invoices, etc.) infoXpert features high speed document entry to minimise the time taken to upload into the system.

• Split screen display – display source document whilst entering Records Management meta data including document type, correspondent name & address and external references
• Conversion of scanned images saved as TIFF to PDF
• Submit document to workflow for further action
• Either browse or search for target infoXpert folder name
• Automatically displays next document from scanning queue

Automatic "Hot Folder" Import

• Runs as a service automatically to monitor system folders and queues
• Automatically imports documents into pre-defined infoXpert folders together with XML based metadata