Every document management system is only as useful as the documents inside it. infoRouter's document capture software ensures files reach the repository automatically from email inboxes, network scanners, Microsoft Office applications, watched folders, browser uploads, and third-party systems. Users never have to change how they work.
The result: fewer lost files, less manual filing, and a repository that stays current without anyone babysitting it.
Key Takeaways
- Document capture software automates the ingestion of files from email, scanners, Office apps, watched folders, and APIs into a centralized repository.
- infoRouter's document capture software supports multiple capture paths so organizations can match each source to the right tool.
- Every document captured through any tool inherits full-text indexing, version control, metadata, workflow routing, and retention policies from the moment it enters the system.
- Automated document capture software eliminates manual filing, reducing lost files and ensuring the repository stays current without human intervention.
Capture Tools at a Glance
Hot Folders monitor any file-system folder and automatically route new files into infoRouter. Ideal for FTP drops, fax servers, and output from other business applications.
Scan Station processes scanned documents one at a time: add metadata, OCR text, and route each image into the correct folder or workflow. Built for operator-reviewed scanning, not bulk batch jobs.
Email Scanner watches POP3 mailboxes and pulls incoming emails, including attachments, into designated infoRouter folders. Turns shared inboxes into managed, searchable records.
MS Office Integration lets you open, edit, and save Word, Excel, PowerPoint, and Outlook documents directly to infoRouter from the Office toolbar. No copy-paste, no manual upload.
Import/Export Tool bulk-moves documents between desktops and infoRouter using a drag-and-drop desktop client. When installed on the server, it accesses the Warehouse directly for maximum throughput.
Text/HTML Editor creates rich HTML documents inside infoRouter without any external application. Output is standard HTML readable in any browser.
WebDAV maps infoRouter Libraries as network drives in Windows Explorer. Drag and drop files, or edit Office documents in place with automatic version control.
Web Services API captures documents programmatically from any system that can make an HTTP call. Build custom integrations for ERP, CRM, scanning, or reporting platforms.
File Uploads let you upload single or multiple files through the browser interface. At upload time, specify descriptions, version comments, permissions, document type, and custom properties so every file is findable from day one.
Zip Uploads allow you to upload a compressed archive and have the server auto-extract it, recreating the folder structure and creating new versions where documents already exist. Useful for bulk migrations and batch updates.
What Happens After Capture
Every document captured through any of these tools inherits the same infoRouter capabilities:
- Metadata and custom properties. Attach searchable fields at capture time.
- Full-text indexing. Content is indexed automatically so it surfaces in search results.
- Workflow routing. Submit captured documents to predefined approval or review workflows.
- Version control. Check-in/check-out and version numbering begin the moment a document enters the system.
- Retention and compliance. Retention schedules and disposition rules apply from the point of capture.
Frequently Asked Questions
- Do users have to change how they work to get documents into infoRouter?
- No. infoRouter provides capture tools that match existing workflows. Users can save from Microsoft Office, drop files into watched folders, send emails to monitored mailboxes, or upload through a browser. The system adapts to how people already work.
- What happens to a document's metadata when it is captured automatically?
- Each capture tool can apply predefined metadata at the point of ingestion. Hot Folders and Email Scanner use configured rules, while Office integration and browser uploads let users assign properties at save time. Documents are classified and searchable from the moment they enter the system.
- Can we migrate thousands of existing files from a shared drive into infoRouter?
- Yes. The Import/Export Tool is a desktop application that lets you drag entire folder structures into infoRouter, preserving the directory hierarchy. A server-side installation option provides direct Warehouse access for maximum throughput on large migrations.
- Is there an API for capturing documents from custom applications?
- Yes. infoRouter's Web Services API accepts documents from any system that can make an HTTP call. Organizations use it to build integrations with ERP, CRM, scanning platforms, and reporting tools.
Ready to See How Documents Get Into infoRouter?
Schedule a demo and we will walk you through the capture tools that match your environment. That could mean watched folders for automated feeds, Office add-ins for daily users, or the API for custom integrations.