Webdocs Document Management Comparison Checklist

Ready to see Webdocs in action?

All businesses generate and receive documents and business reports that need to be indexed, archived, filed, and retrieved for compliance and audit purposes—and for the ease of doing business. 

Document management software provides immediate ROI by allowing your staff to quickly answer vendor, customer, and employee questions by locating documents stored in a single central document storage repository. You can also satisfy auditor requirements when they request to see where you store important information. 

Documents that need managing might be in the form of monthly business reports from your primary ERP or financial business systems. Your accounting team might also receive vendor invoices, customer orders, contracts, certifications, and other paperwork that needs to be captured and routed through approval routing and other business processes. And your security and audit teams need a safe place to store their compliance documents. The possibilities for removing the paper from your company’s processes are endless.

As you consider the need to manage your documents and processes electronically, let this checklist help you distinguish between Webdocs and other document management software. 

Table

Departments Webdocs Others
Accounts Payable
Accounts Receivable
General Accounting and Finance
Purchasing
Order Processing
Customer Service
Shipping and Delivery
Receiving
Legal
Contract Management
Manufacturing
Distribution
Shop Floor
Information Technology (IT)
Any other department that generates or receives documents
 

Back to top

 

 

Types of Business Documents Webdocs Others
Vendor purchase orders
Vendor invoices
Material receipts
Customer invoice
Customer sales orders
Contract and renewal forms
Employee and other business application forms
Shipping documents
Bills of lading
Employee documents
Employee letters
Training documents
Work instruction documents
Machine inspection forms
CAD or other product drawings
Service tickets
Work orders
Any type of business report or form, scanned document, online
form, or other document that needs to be filed, archived, and managed
 

Back to top

 

 

Document Capture Webdocs Others
Capture scanned documents
Capture online data entry information
Capture system generated business form output
Capture emailed invoices and other documents
Capture PC documents with ad-hoc desktop drag-and-drop
Capture contract and renewal forms
Print any document to PDF file for capture
View, scan, or annotate documents
Capture signatures on any PDF or TIFF document
Capture Word, Excel, and Outlook documents
Use background document importing
Integrate document capture to custom processes
Use third-party scanning and advanced OCR software
 

Back to top

 

 

Batch Document Capture Methods Webdocs Others
Automated document import
Custom user import processes
 

Back to top

 

 

Document Import by Location Webdocs Others
Email
Fax
Windows PC directories
Windows network shares
Linux Samba file shares
AIX Samba file shares
IBM i IFS file shares
IBM i Output Queues (report capture)
FTP directory location
SharePoint document library
Cloud drive storage (OneDrive, Dropbox, Google Drive, Amazon S3, Box, etc.)
 

Back to top

 

 

Document File Types Webdocs Others
Scanned image documents (TIFF and PDF)
Fax
IBM i text-based spooled file reports
PC based ASCII text files and reports
Microsoft Word
Microsoft Excel
Microsoft PowerPoint
Adobe Acrobat PDF documents
TIFF image documents
HTML documents
XML files
JPG images
BMP images
PNG images
Audio files
Video files
Email messages and attachments
Rich text format (RTF)
PCL print files
PostScript print files
IBM advanced function print (AFP/IPDS) document files
Any PC, IBM i, AIX, Linux, or Mac OS-generated files
 

Back to top

 

 

Platforms Supported Webdocs Others
Windows
IBM i
Linux
AIX
Mac OS
 

Back to top

 

 

Document Search Types Webdocs Others
Basic search
Key search
Full text search
 

Back to top

 

 

Integration Webdocs Others
URL document searching
URL document retrieval
Microsoft .Net and COM/ActiveX API
REST web service API (V1.8.0)
Automate Windows Process Automation
Custom application integration
Windows application integration
Web application integration
IBM i 5250 CL and RPG application integration
 

Back to top

 

 

User Interfaces Webdocs Others
Desktop
Mobile
Microsoft Office
 

Back to top

 

 

Document Imaging Webdocs Others
View PDF and TIFF document types
Launch Excel, Word, PowerPoint, and other PC documents
Search for documents
Annotate documents with text, date stamps, signatures, and more
Simple document scanning
Easily append to imaged documents
 

Back to top

 

 

Document Scanning Webdocs Others
Scan documents to TIFF and PDF
Enter search index key information
Zone OCR capture of individual document fields based on OCR masks
Automated OCR processing (single page, multiple page, barcodes)
Index capture can be automated via ActiveX/COM API
Exit points for custom look-ups and validation
 

Back to top

 

 

Digital Document Capture Webdocs Others
Select documents for capture
Print to PDF for capture
Drag-and-drop desktop document capture
Simple scan to TIFF and PDF for capture
Enter search index key information
Lives in the Windows system tray
 

Back to top

 

 

Microsoft Office Add-Ins Webdocs Others
Microsoft Outlook email capture
Microsoft Word document capture and management
Microsoft Excel document capture and management
Compatible with Office 2010, 2013, and 2016 32-bit versions
 

Back to top

 

 

Server Platforms Supported Webdocs Others
Microsoft Windows 2008 and 2012 Server
IBM i
 

Back to top

 

 

Other HelpSystems Application Integrations Webdocs Others
iForms electronic form and document creation
Webforms data capture and fillable forms
Sequel reports and documents
Robot reports and documents
Skybot report and documents
Powertech security and audit reports and documents
Skyview security and audit reports and documents
Halcyon monitoring reports and documents
GoAnywhere files and documents
Automate process automation for captured files and documents
Other IBM i application reports, files, and documents
Other PC reports, files, and documents
 

Back to top

Let’s Get Started

Seeing Webdocs in action will help you determine how your company can digitally manage the document lifecycle and start automating processes. You’ll eliminate paper, gain visibility over your documents, and boost efficiency across your organization.