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Document Sorting Solutions Guide
What is Document Sorting?

What is Document Sorting Software?

Document Sorting Software is able to identify and sort documents into groups using intelligent page layout and keyword analysis. The more complex applications have interactive training capabilities that learn to recognize new documents automatically. Less expensive applications are also available that require more document-specific configuration but work well for many classification tasks.

Who can benefit from document classification software?

Companies that need to digitize or capture data from many different types of documents that do not come pre-sorted should invest in document classification technology.

Who can benefit from Document Sorting?

Enterprise Mailroom Automation is the classic example for a classification solution. The system is trained to identify and label all the documents commonly received throughout the organization and route them to the correct person or workflow electronically. These types of solutions are best suited to mid to large sized companies with very high volumes of documents.

Smaller businesses and departments can use less expensive classification solutions to perform a variety of useful tasks. The key question is whether you can use keywords or templates to identify and group your documents. If you can define a unique list of key words or phrases that identify a document there are very cost-effective solutions available. If you have a limited set of documents to identify and can provide a sample of each, then template-based solutions are available that are more robust but still affordable.

How much do Document Sorting systems cost?

How much do Document Sorting systems cost?

The total cost of a Document Sorting solution includes several items:

  • Cost of the software
  • Time to install and configure the software
  • Configure classification rules and train classification engine
  • Data Capture Workflows configured for automatic filing or data entry
  • User and administrator training
  • Labor required to verify classification results
  • IT infrastructure and maintenance costs

The major factor in software cost is the classification technology that is employed. Without configuration, keyword-based classification software can be purchased for around $1,000. Template-based solutions can be found for under $5,000. Enterprise solutions start around $15,000. However depending on the volume and types of documents involved, and especially the number of Data Capture Workflows that are integrated into the process, the cost of configuring and testing will be the biggest influence on total cost.

If you have an IT staff that is familiar with document scanning and OCR applications, it is possible to do most of the configuration and maintenance in-house. If not then it is highly recommended that you use our Consulting Services to guide you through the setup process.

Contact Us to get a professional analysis of your project requirements and a full time and cost estimate.

What is the typical Document Sorting workflow?

What is the typical Document Sorting workflow?

Using the Enterprise Digital Mailroom to illustrate the most comprehensive type of implementation, the following steps are involved in the solution workflow:

  • Mail is opened and prepped for scanning (unfolded, staples removed, junk discarded, etc.)
  • Paper documents are scanned on a high-speed document scanner
  • Electronic documents can be input via email or hotfolder
  • Classification engine identifies the documents
  • Unknown or uncertain documents are verified by a user, further training the system
  • Documents are routed to appropriate data capture workflow
  • OCR, ICR, checkboxes and barcodes are used to index or enter data from documents
  • Uncertain data fields are presented to users for manual review and correction
  • Once all errors are corrected, data and documents are exported
  • Data is sent to relevant databases, and/or used to file documents automatically in your file system, SharePoint, or document management system
  • Documents can then enter electronic workflows for routing to email recipients and performing any necessary reviews or approval processes

There are many steps involved in the process, including some manual review, but the end result is that the vast majority of paper in the organization is digitized, and all associated data entry and filing tasks are automated.

Simpler solutions combine the classification and data extraction steps, and don't interactively train the classification engine.

How do I find out more on Document Sorting?

How do I find out more?




 
Examples of Document Sorting Solutions

Some common Document Sorting solutions we have implented are:

Enterprise Digital Mailrooms: complete digitization of all documents in the organization, as described above.

Mortgage Document OCR Processing Mortgage & Loan Processing: identify the hundreds of forms in a mortgage file to ensure all required documents are present, and to sort and export in pre-defined "stack orders" required by the banks. This solution is available as LoanStacker.

Tax Preparation: identify the forms and other documents in a scanned tax return, creating a PDF with the sorted return and bookmarks for each form for quick reference.

Human Resources: use keywords to automatically identify qualified candidates among thousands of resumes.

Legal Disclosure: automatically send new case documents to relevant parties as required by law.

Mixed Document Capture: avoid manual sorting of paper when scanning mixed batches of documents.

 

Compare Document Sorting Software

IRISXtract Document Sorting IRISXtract is an Enterprise solution designed to manage every aspect of the document capture, classification, data extraction and workflow routing process.

IRIS PowerScan includes a deskop version of the IRIS Document Sorting engine for a much lower price.

ABBYY FlexiCapture Form Invoice Handprint OCR Software ABBYY FlexiCapture is a template-based solution that lets you define a variety of content elemets to identify documents. It also has complex data capture capabilities to automate data entry tasks associated with these documents.

SimpleIndex is able to identify documents using unique keyword combinations, at a fraction of the price of other solutions. It has a unique, open processing workflow that lets you peform a variety of scanning, classification, data capture and routing tasks in a single automated workflow, but without the need for expensive server infrastructure.

Compare Features for Forms Processing & Data Capture Systems

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ABBYY Forms Processing Software

SMUA FlexiCapture 12 - Line Items (Tables/Repeating Groups) Item Details
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ABBYY SMUA FlexiCapture 12 - Line Items (Tables/Repeating Groups)

Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture 12 - Line Items (Tables/Repeating Groups) 30K PPY Item Details
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ABBYY FlexiCapture 12 - Line Items (Tables/Repeating Groups) 30K PPY

Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture - Standalone - Fixed Form - 60K Pages Item Details
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ABBYY FlexiCapture -  Standalone - Fixed Form -  60K Pages

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Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture On-Premise - Distributed - Subscription 50K Pages Item Details
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FlexiCapture On-Premise - Distributed - TPC 50K Pages Item Details
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FlexiCapture for Invoices Cloud (FCIC) Up to 5K IPY/ 15K PPY Item Details
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FlexiCapture Cloud Base (FCC) PPY 20K Pages Item Details
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FlexiCapture On-Premise Standalone TPC 50K Pages Item Details
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ABBYY FlexiCapture On-Premise Standalone TPC 50K Pages

Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture On-Premise - Distributed - Subscription 100K Pages Item Details
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ABBYY FlexiCapture On-Premise  - Distributed -  Subscription 100K Pages


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FlexiCapture On-Premise - Distributed - PPY 50K Pages Item Details
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FlexiCapture for Invoices Cloud (FCIC) Up to 10K IPY/ 30K PPY Item Details
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ABBYY FlexiCapture for Invoices Cloud (FCIC)  Up to 10K IPY/ 30K PPY


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FlexiCapture for Invoices - Standalone - Basic - Subscription - 20K IPY/60K PPY Item Details
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ABBYY FlexiCapture for Invoices - Standalone - Basic - Subscription - 20K IPY/60K PPY

  • ABBYY FlexiCapture for Invoices is an easy-to-use, intelligent software solution for processing invoices. It replaces labor-intensive data input tasks with transparent, manageable, efficient, and automated data capture based on smart document analysis and character recognition technologies.
  • ABBYY FlexiCapture for Invoices is based on the powerful ABBYY FlexiCapture platform and includes additional functionality, pre-defined settings, validation rules, advanced database look-up and UI enhancements specifically tailored for processing invoices.
  • ABBYY FlexiCapture for Invoices is a ready-to-go solution that is capable of identifying data fields on the vast majority of invoices, enabling you to start
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FlexiCapture On-Premise - Distributed - TPC 100K Pages Item Details
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FlexiCapture On-Premise Standalone TPC 100K Pages Item Details
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ABBYY FlexiCapture On-Premise Standalone TPC 100K Pages

Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture Cloud Base (FCC) PPY 50K Pages Item Details
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FlexiCapture for Invoices - Distributed - Subscription - Up to 30K IPY/ 90K PPY Item Details
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ABBYY FlexiCapture for Invoices - Distributed - Subscription - Up to 30K IPY/ 90K PPY

  • ABBYY FlexiCapture for Invoices is an easy-to-use, intelligent software solution for processing invoices. It replaces labor-intensive data input tasks with transparent, manageable, efficient, and automated data capture based on smart document analysis and character recognition technologies.
  • ABBYY FlexiCapture for Invoices is based on the powerful ABBYY FlexiCapture platform and includes additional functionality, pre-defined settings, validation rules, advanced database look-up and UI enhancements specifically tailored for processing invoices.
  • ABBYY FlexiCapture for Invoices is a ready-to-go solution that is capable of identifying data fields on the vast majority of invoices, enabling you to start
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FlexiCapture On-Premise - Distributed - Subscription 200K Pages Item Details
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FlexiCapture for Invoices - Distributed - Total Invoice Count (TIC) - Up to 30K IPY/ 90K PPY Item Details
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ABBYY FlexiCapture for Invoices - Distributed - Total Invoice Count (TIC) - Up to 30K IPY/ 90K PPY

  • ABBYY FlexiCapture for Invoices is an easy-to-use, intelligent software solution for processing invoices. It replaces labor-intensive data input tasks with transparent, manageable, efficient, and automated data capture based on smart document analysis and character recognition technologies.
  • ABBYY FlexiCapture for Invoices is based on the powerful ABBYY FlexiCapture platform and includes additional functionality, pre-defined settings, validation rules, advanced database look-up and UI enhancements specifically tailored for processing invoices.
  • ABBYY FlexiCapture for Invoices is a ready-to-go solution that is capable of identifying data fields on the vast majority of invoices, enabling you to start
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FlexiCapture On-Premise - Distributed - PPY 100K Pages Item Details
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ABBYY FlexiCapture On-Premise - Distributed - PPY 100K Pages


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FlexiCapture On-Premise Standalone TPC 200K Pages Item Details
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ABBYY FlexiCapture On-Premise Standalone TPC 200K Pages

Overview

ABBYY FlexiCapture is a powerful data capture and document processing solution from a world-leading technology vendor. It is designed to transform streams of documents of any structure and complexity into business-ready data. And its award-winning recognition technologies, automatic document classification, plus a highly scalable and customizable architecture, mean that it can help companies and organizations of any size to streamline their business processes, increase efficiency and reduce
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FlexiCapture On-Premise - Distributed - TPC 200K Pages Item Details
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ABBYY FlexiCapture On-Premise  - Distributed -  TPC 200K Pages


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FlexiCapture for Invoices - Distributed - Subscription - Up to 50K IPY/ 150K PPY Item Details
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ABBYY FlexiCapture for Invoices - Distributed - Subscription - Up to 50K IPY/ 150K PPY

  • ABBYY FlexiCapture for Invoices is an easy-to-use, intelligent software solution for processing invoices. It replaces labor-intensive data input tasks with transparent, manageable, efficient, and automated data capture based on smart document analysis and character recognition technologies.
  • ABBYY FlexiCapture for Invoices is based on the powerful ABBYY FlexiCapture platform and includes additional functionality, pre-defined settings, validation rules, advanced database look-up and UI enhancements specifically tailored for processing invoices.
  • ABBYY FlexiCapture for Invoices is a ready-to-go solution that is capable of identifying data fields on the vast majority of invoices, enabling you to start
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FlexiCapture On-Premise - Distributed - Subscription 300K Pages Item Details
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FlexiCapture for Invoices - Distributed - Total Invoice Count (TIC) - Up to 50K IPY/ 150K PPY Item Details
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ABBYY FlexiCapture for Invoices - Distributed - Total Invoice Count (TIC) - Up to 50K IPY/ 150K PPY

  • ABBYY FlexiCapture for Invoices is an easy-to-use, intelligent software solution for processing invoices. It replaces labor-intensive data input tasks with transparent, manageable, efficient, and automated data capture based on smart document analysis and character recognition technologies.
  • ABBYY FlexiCapture for Invoices is based on the powerful ABBYY FlexiCapture platform and includes additional functionality, pre-defined settings, validation rules, advanced database look-up and UI enhancements specifically tailored for processing invoices.
  • ABBYY FlexiCapture for Invoices is a ready-to-go solution that is capable of identifying data fields on the vast majority of invoices, enabling you to start
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FlexiCapture On-Premise - Distributed - TPC 300K Pages Item Details
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ABBYY FlexiCapture On-Premise  - Distributed -  TPC 300K Pages


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More info on Document Sorting.

This page was designed to help you find Document Sorting quickly and easily. Click Here to find Document Sorting.

On-Site Support Available for much of the Eastern US
Online support available worldwide!

We will perform on-site installation and training services at any location within a 3 hour drive of one of our offices without charging extra for airfare.  However, our extensive online support options make on-site visits unnecessary for many applications.

From our headquarters in Knoxville, TN we are able to provide on-site service and support for East Tennessee (Knoxville, Oak Ridge, Maryville, Alcoa, Chattanooga, Nashville, Tri-Cities, Kingsport, TN), Western North Carolina (Asheville, Charlotte, Winston-Salem, Raleigh, Durham, NC), North Georgia (Atlanta, Athens, Augusta, GA), Western South Carolina (Greenville, Spartanburg, Columbia), North Alabama (Birmingham, Huntsville, AL), Eastern Kentucky (Louisville, Lexington, Georgetown, KY) Southern Ohio (Cincinnati, OH), and Southern Virginia (Bristol, Roanoke, Richmond, VA).

From our branch office in Boston we are able to provide on-site service and support for Massachusetts (Boston, Worcester, Springfield, MA), Rhode Island (Providence, Newport, RI), Connecticut (Hartford, New Haven, Bridgeport, Danbury, CT), Southern New Hampshire (Nashua, Manchester, NH), Eastern New York (New York City (NYC), Yonkers, Long Island, Albany, NY), New Jersey (Newark, Trenton, NJ) and Eastern Pennsylvania (Philadelphia, Allentown, Scranton, Wilkes-Barre, PA).

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Current Category:
Document Sorting Software

Other Items in This Category:
Routing Document, Paperless Mail Room, Mailroom Automation Software, Electronic Mail Room, Electronic Document Classification, Document Routing Software, Digital Mail Room

Pages related to Document Sorting:
Document_Sorting_Software - Document Sorting

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