CapturePoint 6 by department
Take the 2-minute tour on sample documents, then point CapturePoint 6 at your department's own paperwork and watch it split the stack, sort it by type and read the fields, all on your own Windows PC.
Windows 10 and 11 (64-bit). The trial starts the first time you open it, with no form.
01Same steps in every department
Whatever the department, a CapturePoint 6 job does the same four things: split the stack into documents, recognize each type, read the fields and tables, and file the result. Only the paperwork changes.
Start it from the welcome screen. It runs on five sample accounts payable documents, and you do the real steps in the real workspace.
Point it at a folder of your real documents. It finds the document types, fields and tables by itself, with no templates and no questionnaire.
Anything below your review threshold waits, with the reason shown. Ctrl+Enter confirms a document, and every confirmation teaches the job.
Reading and extraction happen locally on the PC, with or without a graphics card. That matters most in the departments below that handle patient, employee, borrower and student records.
Scan with any TWAIN scanner or import PDF, TIFF, JPEG, PNG, BMP and GIF files, so documents that arrive by email go through the same job as paper.
02By department
These are examples of the document types and fields a CapturePoint 6 job handles in each department. Your own job starts from your documents and can add, rename or drop any of them.
Example job
Invoices, purchase orders and credit memos arrive in one pile, and someone keys every header and line into accounting.
Documents it sorts
Fields it reads
Line-item math is checked: a row where quantity times unit price does not match the amount waits for review.
Example job
Proof of delivery and billing depend on paperwork that comes back from drivers in no particular order.
Documents it sorts
Fields it reads
Example job
Claims, remittances and authorizations arrive by mail and fax and have to land on the right patient account, fast.
Documents it sorts
Fields it reads
Reading happens on the PC, so patient documents are not uploaded anywhere to be recognized.
Example job
Personnel files are a mix of offers, tax forms and reviews, and each page has to be filed to the right employee.
Documents it sorts
Fields it reads
Example job
Applications, declarations and certificates come in many formats from many carriers and producers.
Documents it sorts
Fields it reads
Example job
One claim file holds a dozen kinds of document, and every page has to carry the right claim and policy number.
Documents it sorts
Fields it reads
Example job
Pleadings, agreements and bills need to be filed by matter, and privileged documents should not leave the office to be read.
Documents it sorts
Fields it reads
Example job
A loan package is one long scan that has to become separate, named documents before anyone can review it.
Documents it sorts
Fields it reads
Filing into Content Central? Its packets show which documents a loan file is still missing.
Example job
Admissions and registrar offices receive transcripts, applications and health forms that each belong in one student file.
Documents it sorts
Fields it reads
Example job
Every deal jacket holds the same dozen forms, and the office has to index each one by deal and vehicle.
Documents it sorts
Fields it reads
A job can also recognize a deal separator sheet carrying the deal number. See batch scanning and separation.
Example job
Electric and gas bills, statements and past-due notices need their account numbers and amounts captured and checked.
Documents it sorts
Fields it reads
Every department's mail arriving in one stack? See the digital mailroom: scan it once and each document is sorted and sent on.
03Where finished documents go
Each job has its own export. Folder and file names are built from the values it read, so a claim lands under its claim number and an employee file under the employee.
A folder, with automatic folder and file naming, as a searchable PDF (PDF/A optional), a data file with every captured value and a text file.
Content Central, matched to its catalogs, document types and fields, for search, workflows, approvals and retention, in the cloud or on your own servers.
Also send each PDF to SharePoint or OneDrive (Microsoft 365 work or school accounts), Google Drive, Dropbox or Nucleus One, with its values embedded in the PDF.
Details for each destination are on where CapturePoint 6 sends documents.
04Guides
Very likely. These examples show what CapturePoint 6 does on familiar paperwork, but a real job is built from your own documents: point it at a folder of samples and it works out the document types, fields and tables by itself. It also suggests new document types and fields when it notices them.
Yes. Take the 2-minute tour from the welcome screen. It runs on five sample accounts payable documents (an invoice, a purchase order, a credit memo, a W-9 and an expense report), you do the real steps in the real workspace, and it ends in your own job.
No. CapturePoint 6 finds where each document starts and ends by itself, and it can also split at barcodes or at its own separator sheets if you prefer. There are no templates to draw: it learns from the documents and from every confirmation.
To a folder with automatic folder and file naming (searchable PDF, optional PDF/A, a data file and a text file), or into Content Central. A job can also send each PDF to SharePoint or OneDrive (Microsoft 365 work or school accounts), Google Drive, Dropbox or Nucleus One.
Yes. Each department gets its own job with its own document types, fields, review thresholds and export, and each job learns separately.
CapturePoint 6 is priced per scanning station, with unlimited scanning. Tell us about your setup on the pricing page and we will send pricing that fits, or book a free live demo and we will walk you through it.
Try your department
No sign-up and no credit card. The trial starts the first time you open CapturePoint 6.
Priced per scanning station, with unlimited scanning.
Free live demo
Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.
