Ai Dashboard

1. Capture

  • Scanning: Convert physical documents into digital format with high-quality settings (300 DPI).
  • Digital Capture: Import various formats (PDF, Office, JPEG, MSG) directly or via designated email for AutoCapture.
  • Optical Character Recognition (OCR): Convert images into searchable and editable text using AutoCapture.

2. Manage

  • File Naming: Use consistent and descriptive conventions, including date and document type.
  • Validation File: Verify accuracy and quality using a validation file (Excel or TXT).

3. Archive

  • Storage: Use AiDashboard’s cloud storage for easy document access.
  • Backup: Employ robust onsite and offsite backup strategies.
  • Security: Ensure secure storage with encryption, access controls, and regular audits.

Check out the step-by-step tutorial on AiDashboard:

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