Document Capture Integration with M-Files Document Management Software

PSIGEN's Advanced Capture Software Provides Easy Integration with M-Files Document Management.

If your company is using a document management application like M-Files, you’re well on your way to having an organized, efficient digital solution for your files. But what if you could make the process of getting your documents into M-Files easy, fast and automated? PSIcapture has an integration specifically built for M-Files that allows for the seamless migration of scanned documents into your M-Files repository. The automated solution requires very minimal end-user intervention and the end result is documents that are searchable, indexed, properly named and stored in your M-Files application for easy access. [Watch a demo here]

The solution is perfect for organizations that use M-Files and need to be able to optimize the investment they’ve made while also making sure there isn’t a lot of manual work required to make it happen. This is what East Tennessee Human Resource Agency (ETHRA) was looking for when they began seeking a capture solution that would integrate effortlessly with M-Files. They chose PSIcapture because of its seamless M-Files integration, as well as its ease of use and price point. According to ETHRA’s support services manager Cyndie Cecil, “PSIGEN offered us a very versatile product. It worked well with the document management software we already had [M-Files] and it was available at a good price point.”Click here to read the full case study on ETHRA

PSIcapture’s migration to M-Files is a unique feature that truly distinguishes PSIcapture as the premier capture and data extraction software. It’s a direct migration written into the software, meaning that once it’s been configured there are no extra steps you need to get through to have the documents moved into M-Files.

The PSIcapture integration with M-Files provides a full document management solution from start to finish. Scan your documents from any device—MFP, fax, desktop scanner, RightFax server, or import documents from a network folder—process the documents through PSIcapture, where you can extract data, and automatically route the documents to your M-Files repository.

Configuring the front-end integration with your M-Files system is easy. When you go to configure your workflow, you’ll find a template already created for an M-Files integration. From there, you just need to enter the server and credentials to connect PSIcapture with M-Files. PSIcapture will then be able to import all the vaults and document classes associated with your specific M-Files application. Before these documents are even captured, you’re able to select the class and vault where you want the documents to be routed.

With the migration configuration, you can set fields and choose customized file naming structures. There’s also an option for conditional migration, which allows migration to multiple vaults depending on specific criteria. Once your documents are processed and you view them in M-Files, they will be organized using the naming structure you defined in PSIcapture, and any data that was extracted in PSIcapture will be auto-populated in the appropriate fields. You’ll also have full-text search capability within M-Files to locate any data contained in the documents.

If you’re currently using M-Files or are considering doing so, maximizing your investment by adding PSIcapture is a no-brainer. There’s simply no easier way to efficiently process your documents and route them to the M-Files repository. If you like the idea of a direct migration but you don’t use M-Files, check out our migration page to see what other direct migrations PSIGEN offers. And remember to look for us at the M-Files EMEA Partner Meeting in Munich, Germany September 9-11, and at the M-Files Americas Partner Meeting in San Diego October 27-29.

PSIGEN Software

PSIGEN Software

Work the Way You Want. We specialize in Document Automation, Workflow and Management solutions that positively impact your bottom line.

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