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What’s in a name? Everything.

The Intelligent Filer App takes all the guesswork out of naming, organizing and ultimately finding critical documents. Now, your entire team can quickly track down important information that used to take hours or longer.

Filing still needs to be done. Now you can do it smarter and faster.

Naming documents should be intelligent, not subjective. Yet too often people are guessing what to call a document, how to classify it and where to store it. Which makes it impossible for anyone else to quickly access it. Using artificial intelligence, the Intelligent Filer App takes the guesswork out of each step — from categorizing, to folder placement and confirmation, to naming using a strict set of standardized rules that can also be used to find the document just as easily. The result? Less time spent trying to find the documents you need.

The Right Category

AI will assess and define the category based upon content and structure of the document. Call out all category types below:

  • Invoices
  • Bills
  • Delivery Notes
  • Agreements
  • Bank Statements
  • Correspondence
  • Miscellaneous

The Right Folder

Each category has a defined folder for quick routing. Supported repositories include:

The Perfect Name

The predefined naming structure for the document is automatically filled with the extracted data from the document, reducing time at the device.

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