Housing Agencies have a number of document types coming in relating to their properties, for example:
Electrical Test Certificates
These documents may be received in paper format or as an electronically generated PDF.
The documents need to be made OCR text searchable and filed into the clients CRM system, with the respective PDF attached to the record.
Chronoscan is used to:
Detect the document type
Extract the required index data from the scan
Lookup Property Reference Numbers using an ODBC connection
Write the details of the document back to the CRM database via ODBC,
Export a searchable PDF file to the local server and Sharepoint 365.