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Can Alfresco...organize documents by content?

davidshq
Champ in-the-making
Champ in-the-making
I'm looking at Alfresco as a possible ECM solution. We are hoping to find one solution that will provide not only what is usually considered an ECM but also what are often considered sub-types of DAM and DMS. One feature that is a must have for us is the ability to scan a document in (via one of a number of enterprise-level, networking mult-function copiers) and have a rule in Alfresco that parses the document and assigns it to the correct "location" based on rules. My question is - I know Alfresco can do this if info. in the file name / file header specifies where it should go, but can it do it by scanning a PDF document?
Here is an illustration:
John from Accounting has a hundred invoices he needs to file.
- These invoices should all be placed in "Accounting" but then need to be sub-divided into specific groupings, e.g. "office supplies", "teacher aids", "consulting services".
- Each document has printed on it a specific ID number that correlates with a sub-grouping (e.g. "office supplies" is GP130264).
- John scans the documents in and they are processed by Alfresco rules. Alfresco checks each individual PDF for an ID number and places it in the correlating sub-grouping.
Now, throw one more variable into the mix (if Alfresco can accomplish this first task). Occasionally companies fail to put the correct number on a document, so John legibly handwrites the ID number onto the document. Will Alfresco still be able to process it?
Dave.
1 REPLY 1

mrogers
Star Contributor
Star Contributor
There's possibly three parts to this solution.

The first is to get the relevant fields from the image.   Depending on the pdf type you may be able to do this directly or you may need to run some sort of OCR program.     Are the invoices all similar format or are they in a variety of different formats depending on supplier?

The second part is some sort of workflow to validate new documents and deal with the illegabe and unexpected.

The third part is to file away the valid documents according to your buisness rules.