Management of documents and information can be one of the most challenging aspects of a business.  Centerboard’s document management solution will improve how you process this information. Simplify your office by routing imaged documents, emails, and other files directly into Centerboard.  Your staff and users can easily find and review files and documents within your desktop browser.

Centerboard interfaces with most Document and Imaging (D&I) software, email, and fax systems.  Drawers, folders and data associations can be created for storing your documents and files.  This is done automatically by easy to define input templates.

Inputs and outputs can be defined and processed in several ways:

If you currently use a document and imaging software, the output CSV or XML file structures can be accepted for input processing in Centerboard. Form names, data elements obtained via OCR/OMR or barcodes can be defined and processed by Centerboard.

Centerboard has a Document and Image Indexing module that accepts inputs without the expense of an external D&I application. Using templates, you can build data queues to accept images directly from your current scanner(s) and manually define the form and data element requirements that trigger automated workflow.

Centerboard can accept emails for input processing. Data can be taken from the email content and stored automatically.  Easily capture and store account numbers, names, or any data item contained within each email.
You can route your incoming faxes to a D&I system for OCR/OMR processing or directly to a Centerboard data queue for processing. 

More Features Included in Centerboard are:

Automatically forward documents to users or recipients as they arrive in Centerboard. You can request actions to approve, deny or process the information.

Interface with other software applications by creating output CSV and XML files.  Each data element, file and folder stored in Centerboard can be automatically exported to other software applications by defining CSV or XML output templates.

Centerboard gives you the ability to customize output letters, faxes and emails.  Variable data streams can be generated using simple templates to build correspondence to your customers, staff and vendors.

Find your documents, emails or any file you save in seconds with Centerboard's search module.  Search for folders, documents or data and get your results in an instant.  No more looking through file cabinets or realizing lost paperwork. It’s all available and managed to save you time, effort and money.