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Bottomline Transform Filer

Transform Filer allows users to easily file, search for, and retrieve SharePoint documents with a single click from any desktop or business screen.

Anchor: Overview


Built on SharePoint, Transform Filer features an easy-to-understand, point-and-click user interface, uniquely designed for office workers rather than IT professionals. It doesn’t require any programming or plug-ins so business users can configure the solution in minutes, allowing rapid integration across any number of business units. It's web-based delivery allows every user in your organization access to the documents they need, when and where they need them. Scalable to any size organization, it streamlines everyday, paper-centric processes ranging from finance to human resources to customer service. Plus, with automatic indexing, the solution helps eliminate lost and misfiled documents, and ensures document security by controlling and recording use.

Transform Filer works with any device that can scan to a file directory, including fax servers, copiers, desktop and network scanners, and FTP servers. It is compatible with all leading ERP and accounting systems, including all Microsoft Dynamics platforms, JD Edwards, Oracle, and almost any other business application. It also works with electronic documents—no need to manually print and scan.

Anchor: Benefits

Benefits & Features

  • “One click” indexing, storage, and retrieval of any document, paper or electronic, within SharePoint
  • Easy association of documents with business transactions for later recall
  • “Drag and Drop” template interface capable of reading any application screen without coding
  • Ability to leverage existing scanner, copier, and multi-function device investments
  • Industry standard barcodes for cost efficiency and compatibility

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