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Document Agent

Overview

Document Agent is an optional subsystem of Microfile XE. It allows integration with nearly all Windows applications such as ERP and CRM without writing a single line of code.

For example, when you are about to issue a check for the payment of some purchased goods, you can press a user-defined hot-key to pop up an image of your purchase order for verification purpose, all without leaving your account payable software.

Another example, when reviewing an insurance claim, you can press a hot-key to bring up all the documents related to the claim.

A third example, within a non-image-enabled inventory application, you can press a pre-defined hot-key to pop-up the image of an inventory item.

You can create more than one hot-key to search for different types of  documents. For example, one hot-key is configured to bring up a vendor's invoice while another hot-key is configured to pop up your company's purchase order.


 

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