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Upload documents automatically to RightFax and control location file names and columns values. Using Robot Process Automation RPA this product will intelligently classify and extract important document information.

Using Robotic Process Automation (RPA) to upload files directly to RightFax

As a user, I want to upload my documents automatically to RightFax with a standardized file name, folder location, and column values. In the video example above I will use a twain scanner to demonstrate a user uploading a tax form using FabSoft’s Desktop Automation Driver.  Using Robotic Process Automation (RPA), this print driver intelligently classified and extracted important document information.  The Desktop Automation Driver placed the extracted data in the defined columns and posted the document to RightFax as a PDF image.

Today, it is typically a five-step process for a user to submit documents to SharePoint from a file.  First, the user has to navigate to the RightFax folder, find the file, drag the document into the SharePoint, and then manually enter the document information.  This process takes too many steps and if there is a typo or the user alters their naming convention, the document may be lost forever.

Microsoft SharePoint has many different ways to receive documents automatically.  All the Microsoft Office products have direct connectors that will allow users to easily place documents in SharePoint.  However, for a repetitive document where the information changes and the format stays the same, it still leaves the user to manually enter the important reference data after submission.  With the Desktop Automation Driver a user can train the document in less than 5-minutes so that documents is placed automatically in the SharePoint folder with all the important information on the document used for filling in the column names.

This product streamlines the process by classifying the document, which allows every user to be more efficient.  The document will be placed in SharePoint the same way every time, making document search and retrieval easy and effective.

Microsoft SharePoint has become very popular because of its flexibility and usability, and has become particularly helpful in the new WFH (work from home) situation.  Microsoft SharePoint can be purchased at Click Here.  Once documents are placed in SharePoint there are many tools and other vendor applications that can intelligently add value to your data and document management processes.  Microsoft Power Apps is just one of many tools that can be used for RPA (robotic process automation).

For more information about Desktop Automation Driver please visit the product page at Click Here.  This product is a low-cost, high impact solution that will quickly generate improvements in quality, efficiency, and cost savings.  To request a fully functional trial Click Here.

FabSoft also produces embedded software that will allow users to scan directly from copy machine directly to SharePoint for more information Click Here

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