As part of my paperless office experiment I’m finding that scanning is actually the easiest part of the whole setup. A lot of what is difficult is finding a workflow that makes sense. For example, if your assistant scans in 250 documents from your file cabinet, you need some way to classify and organize those into your system. Obviously you can look at each one and figure out where it goes, but this is very slow.
DevonTHINK has a feature that helps with this. It looks at the text in the document you want to classify and then looks at the text of documents already in the system. Then it suggests a location that puts it with similar documents. This is extremely useful–especially when dealing with bills.
In this video I do a brief demo of how this classification system works. I’m trying to make the videos a bit more usable, so let me know if this is an improvement over the others or not.
The video is a bit on the rough side, but I wanted to go ahead and get it put up to get some feedback from readers. I’m planning on doing some more with a better camera and in a better controlled environment. (I’m not sure if you can see me trying to shoo the dog away that is trying to rest his wet nose on my leg.)