I have a dream…
- I scan a document,
- it OCR’s
- I define/select the relevant fields that I want imported into manager (only required initially for this document type)
- imported/sent to manager
- the original scan is attached
In short: I take a photo (aka make a scan), review what will be sent to manager input (make any edits I need), hit “DONE/IMPORT/CREATE”, entry completed, scan attached, done.
What I actually do:
- scan the document, giving it a name of most of the fields I need
- file the document for manual entry into manager later
- at some point later I go through the pile of documents
- make relevant entry into manager (manually)
- download the scan from the web portal of the app I use
- attach it to manager
- when reconciling, if there’s an entry I can’t find it’s usually because the document never made it to “the pile” and I can usually just go to the web portal and locate it and create the entry, then download and attach
I have it in mind to automate the whole process, create a cron job/scheduler that accesses the web portal, downloads new documents, creates the manager entry based on the filename, attach the document.
if anyone has done this, I’d be interested to chat 