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 Here!