Cloud Document Management

Use SearchExpress Cloud Document Management to search, workflow and manage both digital and paper documents, to save time and money. Your documents are securely hosted in the Microsoft Azure Cloud.

SearchExpress Features

Cloud Access

In addition to searching and approving documents from your desktop PC, you can access documents from your iPad, iPhone, or Android.

This means you can access your documents wherever you are, including client sites and field offices.

Both Gold and Platinum plans include 100 GB storage, which is enough for about 2 million pages. You can add additional gigabytes for $.25 /GB/month. A gigabyte stores about 20,000 scanned pages.

Cloud Document Management

SearchExpress lets you index, workflow, search and manage your digital documents. SearchExpress also lets you scan, index, OCR, workflow and search your paper documents.

SearchExpress is easily integrated with your existing business-critical applications so you can read data from your other applications.

You can search by typing in a word or phrase. Also, you can search by highlighting a search word or phrase in your CRM, ERP or other applications, and pressing a function key.

Pricing shown assumes a minimum of ten users.

Cloud Plan Gold Platinum
Pricing $29/user/mo. $49/user/mo.
Search Features
Full-Text and Index Fields Search. Search documents by content, such as any word or phrase in the text of a document, in combination with index fields assigned to the document, such as document type and date.
Search from your iPad, iPhone, Android or PC.
Search directly from any software application, e.g., AP or email.
Speech recognition lets you search and annotate documents and complete eForms using speech, instead of typing, which can be particularly handy when using a mobile device.
Audit database tracks, for all employees, each document they have viewed, and each search they have performed. You can search this audit database by employee name, or document content.
Capture Features
For emailed documents, you can use a "Save To SearchExpress" menu we add to Outlook, and index and save these documents to SearchExpress without printing and scanning them. You can also index and add Gmail and Office 365 emails.
For Word and Excel files, you can use a "Save To SearchExpress" menu we add to Word and Excel, to add index fields and save these documents to SearchExpress, in their native Word, Excel or other format.
Cloud Scanning, using a scanner connected to a PC, or a MFP copier connected to your network.
Index Documents using user-definable fields, such as Client Name, Document Type and Date.
Put hundreds of pages in the scanner, and SearchExpress can separate the pages into documents, based on pattern recognition.
SearchExpress can use zone-OCR to populate fields, e.g., invoice number and vendor name from different locations on each invoice from a different vendor.
When cloud scanning, speed data entry by looking up information from your business-critical applications. For example, enter a Customer Number and use the Lookup button to fill in the customer name and address, from any SQL or ODBC-compliant database.
Full-Page OCR, so you can search by any word or phrase in document.
Or, Virtual Scan can import Word, Excel, and PDF files and store them as unalterable PDF or TIFF images.
Use up to eight barcodes as index fields to index and help retrieve the documents.
Workflow and Other Features
For cloud workflow, you can define a multiple-step workflow to route documents to different user's "inbaskets" for processing. These documents can be scanned documents, or emails, Word, Excel and other digital documents.
An example of a simple workflow would be routing A/P invoices to the manager responsible for approving the invoice, say Sierra Lewis. Sierra Lewis can approve documents by selecting "Documents to Approve" from the Favorites list of her browser, or SearchExpress can send her an email and she can approve the invoice from her email.
Cross-Database Search allows you to search across multiple databases, all at one time. For example, you could have one invoice database per company division, but do a cross-database search for a particular invoice number or part number.
Version Control and Document check-in/check-out via your browser.
Report Writer lets you easily create reports and optionally email them on a periodic basis.
Emailed alerts. For example, a user could be notified by email when any new document arrives where the Invoice Amount is greater than $10,000 and the Project Name is Bitcoin.
eForms
You can use SearchExpress to automatically generate forms, such as Registration and Job Application forms.
The user can sign their signature on the form by using their finger, on an iPad or smartphone, or by using their mouse, on a PC.
The user can attach a photo or drivers license or other file to the form.
Completed forms are saved to the SearchExpress document database, and can be searched by content.
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