1. Office Edition
Overview
(Dec. 2018)

2. The Dispatcher Phoenix Family
A workflow automation solution that optimizes business processes, reduces costs, and increases productivity for any organization by:
Automatically collecting files from various locations
Simplifying scanning/indexing operations at the MFP
Processing files automatically
Connecting to cloud applications and popular document management systems:
Google Drive
Box.com
One Drive
Worldox
One Drive for Business
FilesAnywhere
Microsoft SharePoint
WebDAV
SharePoint Online
FileAssist
Dropbox
OneDrive
Award Winning! BLI Legal PaceSetter Award, BLI Financial Services PaceSetter Award & Finalist for World Technology Network Award

3. Simple, Economical & Powerful
Dispatcher Phoenix Foundations Dispatcher Phoenix Healthcare Dispatcher Phoenix ECM
Dispatcher Phoenix Professional Dispatcher Phoenix Education Dispatcher Phoenix ECM Basic
Dispatcher Phoenix Legal Dispatcher Phoenix Finance AccurioPro Connect
Dispatcher Phoenix Government Dispatcher Phoenix Office

4. Key Features To Help Streamline Workflow
Built in features in any Dispatcher Phoenix edition make it easy to build custom workflows that address any document workflow challenge:
Graphical Workflow Designer Tool
Workflow Scheduler
Full MFP Integration
Authentication Options including single sign-on
Index Form Builder Tool
LiveFlo Technology
Web User Interface
Mobile App
Highly Scalable & Tailored to Client Needs

5. Drive Change with Dispatcher Phoenix Office
Designed for general office users across vertical markets
Simplifies your office workflow & increases efficiencies
Minimizes the need for human intervention in redundant business processes
Maximizes productivity & reduce administrative costs
Provides greater process visibility to identify potential bottlenecks
Capture files automatically
Process and route jobs with ease
Distribute in a single step

6. A Wide Range of Powerful Features
Collect documents from a variety of inputs including a network folder, MFP, Google Cloud Print or mobile device.
Extract document metadata from specific areas of a scanned image or page with Advanced OCR.
Convert incoming files to Microsoft Office or PDFs including PDF Searchable and PDF/A formats. Advanced Metadata processing tasks including Metadata Route, Metadata Scripting and Metadata to File.
Connect to ODBC database for speedy indexing

7. Use Cases

8. Improve Efficiencies with Indexing
An organization was looking for an intuitive process to allow employees to scan documents and index them for long-term storage.
With Dispatcher Phoenix Office’s file indexing processes, employees were able to:
Quickly & easily scan and index documents
Browse their PC’s folder structure and select the correct folder to store documents at the MFP Panel
Search existing folders and create new folders with ease

9. Schedule Workflows
An organization needed a workflow management solution to handle a large volume of documents without interrupting their day-to-day operations.
With Dispatcher Phoenix Office’s Workflow Scheduler, they were able to:
Maximize the businesses uptime
Schedule workflows to run in advance, such as after business hours
Specify the interval at which the workflow should run
Choose the exact date/time that the workflow should run

10. Reduce Costs & Improve Productivity with Enhanced Processing Activities
A business was looking for a way to quickly and easily add an identifier to scanned documents at the MFP and secure their printed documents.
With Dispatcher Phoenix Office’s Workflow Scheduler, they were able to:
Create a custom annotation for use during the scanning process.
Automatically apply a Confidential watermark and rename documents as part of the workflow.
Ensure image quality with automatic deskew and despeckle technology

11. Share Documents to Drive Collaboration
Admins in large organization wanted to share business documents such as contracts or invoices with their colleagues.
Using Dispatcher Phoenix Office, office users could:
Scan and process files before sending them to their cloud application
Take advantage of single sign-on capabilities to simplify the scanning process
Web-Based Cloud Accounts Manager makes set up easy!!

12. Controlling Paperwork
Busy office needed to digitize their documents to save time / filing cabinet space
But the information on electronic files needed to be accessible and re-typing/re-creating documents would take too long
With Dispatcher Phoenix Office’s file conversion processes, they were able to:
Convert files to variety of PDF formats, including PDF Searchable and PDF/A for text searching and document archiving
Convert files to Microsoft Office formats, such as Word and Excel
Choose file format at scan time using intuitive, streamlined MFP interface

13. Organize & Retrieve Files with Metadata Processing
An organization was looking to distribute files appropriately based on document metadata and integrate the metadata from scanned documents into another solution, such as a CRM system.
With Dispatcher Phoenix Office, they were able to:
Route files based on their associated metadata including barcodes, Bates stamps, index form fields, header information, OCR results, etc.
Store extracted metadata in separate, customizable files, for use in other applications.

14. Extract High Value Data from Paper Records
Real estate office had to extract client information from paper records for import into 3rd party system
Keying-in metadata would require manual processing
With Dispatcher Phoenix Office customized workflows:
Information was quickly extracted via OCR from incoming documents
Extracted metadata was auto- populated in index fields
All metadata was stored in separate text file

15. Resources

16. Marketing Collateral Brochures for all Editions
Dispatcher Phoenix Office Brochure
Sell Sheets for Connectors
YouTube Videos

17. Resources Sample Workflows Online Help
Fully-configured sample workflows include samples for Office features:
Convert and Route to Any Folder
Image Clean Up
Automated Upload to Box
Scan to Google Drive
Online Help
Comprehensive online documentation & solution walk-through
Intuitive, autocomplete search capabilities

18. Thank You