State Comptroller Gets Paper Under Control and Secured

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Who:

The comptroller of an eastern U.S. state responsible for budgets and reporting

Documents:

  • Budget Reports
  • Financial Reports
  • Contracts and Grants
  • Tax Documents

Challenges:

The comptroller needs to convert their paper files to digital and make them available to end-users in a secure format.  They need to index and tag metadata in order to automatically name files and populate document fields.

Solution:

  • 2 fi- Deluxe bundles which includes the fi-7160 Document Scanner and 1 PaperStream Capture Pro Workgroup License

The comptroller’s office is using PaperStream Capture Pro and can convert documents to PDF files and perform indexing.  Using the comptroller’s ESS Technology Manager, they release to an application and create a PowerShell script that creates custom document properties for the PDF file.  They now easily share document profiles between workstations creating efficiency in the process.

 

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