Use case 1

Joel submits documents for Bates Stamping

Joel is a legal worker. For many days, he has been working on a series of documents and contracts focused around a substantial deal for one of the major clients of the firm. While at a meeting, he is asked if he can send the documentation to some of the senior executives at the client's office but on the condition that the proper Bates stamping is in place. Fortunately, the folder he used for saving his work on his computer is accessible through My Files in the Business Connect application. Using an administrator predefined workflow process, Joel creates a new activity in Business Connect, fills out the email information and attaches the documents. Afterwards, the documents are sent to eCopy ShareScan for processing where the proper Bates stamping is provided and then copies are sent to the email addresses that Joel provided.

With version 6.0 or higher release of ShareScan, by using the new Scriptable Forms feature, it is possible to define and use workflows in which the main subject of the workflow is not a captured (scanned, photographed or otherwise created) document or file, but the information entered by the mobile worker or provided by other means, like location information or barcode recognition.

The Business Connect mobile client used together with the Scriptable Workflows feature allows the following special input fields and methods to be used on forms:

• location (GPS coordinates)
• address input with map support
• barcode recognition
• signature input

By utilizing these fields, a wide range of mobile workflows can be set up and offered to smart phone users.