How Document Processing Works
Overview
Document processing in Synergy eDMS covers capture, classification, storage, retrieval, and workflow handoff under enterprise access controls.
Overview
Document processing in Synergy eDMS covers capture, classification, storage, retrieval, and workflow handoff under enterprise access controls.
Steps
- Step 1: Capture documents from upload, scan, email, or system integrations.
- Step 2: Classify content using metadata, rules, and optional AI assistance.
- Step 3: Store documents with versioning, permissions, and retention policies.
- Step 4: Retrieve and share documents through portals or APIs.
- Step 5: Trigger downstream workflows when documents or metadata change.
Frequently Asked Questions
Is eDMS only storage?
No. It includes governance, retrieval, and process integration beyond basic file storage.
Can documents start a process?
Yes. Document events can initiate or update BPM cases.
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Next Step
Need a walkthrough for your use case? Request a personalized consultation with the Synergy team.