Kofax CloudDocs

P R O D U C T S U M M A R Y

Always Secure, Always Available

Kofax CloudDocs is a highly secure cloud document management solution that offers capture, storage and protection for your data that is accessible by authorized users from anywhere, at any time.

CloudDocs can ingest any document type or format. It offers several tools to help facilitate your document needs in an environment that is highly secure and PCI, HIPAA and Soc2 Type II compliant.

Securely store documents and forms in the cloud

Benefits

Secure cloud – Document security is assured in our

Tier 4 data center and is fully redundant with our disaster

recovery site.

Extremely scalable – CloudDocs manages 50 billion +

documents on behalf of large organizations, with over 500

million documents added monthly.

Save money, go paperless – Store digital documents

securely in the cloud and eliminate the cost and hassle of

paper storage.

Get organized, your way – Index your documents in a way

that makes sense to your organization, so they’ll be easy to

find later.

Improve your business processes – Using electronic

document management results in 30% fewer errors than

processing paper. Expedite document processing, from

capture to retrieval.

Easy to use and monitor – Quickly and easily capture, index,

separate, search for, review, edit or share document data, and

report on all changes and activity.

Advanced Features

CloudDoc gives administrators more control over documents than ever with:

• Required fields to indicate which fields must contain data

before a document can be moved, loaded to the archive

• User permission to edit/delete documents from

the Work Queue

• Ability to quickly copy configuration fields / attributes to

one or more related sub-groups or across modules

• Use of system-defined variables for search filters and

default values

• Auto match feature to match up index data with

document images

• DocAudit report to keep track of required documents

and expiration periods

To discover more about Kofax CloudDoc, please visit kofax.com/Products/clouddocs

Work Smarter

CloudDoc features are designed to help you work smarter.

Scan-to-Web makes it easy to capture documents using any

TWAIN-compatible MFD or scanner.

RapiDex assists with batch capture and allows multiple

documents to be indexed at one-time for quick retrieval.

Auto Data Lookup will auto-populate the data if any of the

information has been entered before.

DocAudit Report alerts you to missing required document types

and documents that have or will exceed an expiration period.

Self-Setup allows the account administrator to set up

and configure user security, groups and sub-groups, field

configurations, broadcast messages and index field edits.

Simple User Interface makes it easy to get work done quickly.

Barcode Support helps organize into different document types

or index documents.

Powerful Search and Fast Results allows you to focus on

finding important documents in milliseconds, not figuring out

where they are stored.

Secure Transmission, all data is encrypted in transit and at rest.

Broadcast Messaging makes it easy to send a message to all

users or specific groups of users.

Index Field Validation defines which index fields are required to

be filled in before the index process is complete.

Annotations enable you to add notes to any document record.

Merge Documents (TIF or PDF format) with drag-and-drop

functionality and the ability to keep original documents.

Default Index Field Values can be set up and would be applied

when a document is first loaded to save time and effort.

P R O D U C T S U M M A R Y

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