DocQmentor

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DocQmentor automates document management using AI, integrating with Microsoft 365 for secure, efficient workflow automation.

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What is DocQmentor?

DocQmentor is a digital automation solution designed to streamline productivity in various departments such as Finance, Inventory, HR, and Admin. It is a low code and fully automated document management solution that leverages AI and Machine Learning for workflow automation. Users can drop files into a designated folder, and DocQmentor handles tasks like scanning, extracting data, renaming files, applying metadata, and securely filing them in Microsoft 365. The system also ensures security by utilizing the existing high-end security of Microsoft 365 and assigns confidence scores to processed forms to monitor data accuracy. DocQmentor can be seamlessly integrated with leading business applications to provide smart automation solutions for different teams.

Who created DocQmentor?

DocQmentor was created as an AI-powered digital automation solution designed to streamline productivity in finance, logistics, HR, and compliance functions. Launched on July 12, 2022, in Lewisville, TX, by a team of experts, it offers low code and fully automated document management utilizing AI and machine learning advancements. The solution integrates with Microsoft platforms like M365, Power Apps, Dynamics CRM, and Business Central to automate tasks across departments efficiently.

What is DocQmentor used for?

Workflow automation
Efficiency improvement
Security
Automatic Triggers
Confidence Scores
Smart Automation Solutions for Teams
Team Productivity Scaling
Integration with Business Applications
Streamlining Productivity in Finance, Logistics, HR, and Compliance Functions
Automating Repetitive Tasks within Workflows

How to use DocQmentor?

To use DocQmentor, follow these steps:

Automate Tasks: Drop files into the DocQmentor folder and let the tool handle the rest. It scans, extracts keywords, renames files, and securely stores them in M365.
Security: DocQmentor leverages Microsoft 365's built-in high-end security, ensuring that only authorized individuals with proper credentials can access, edit, and delete files.
Confidence Scoring: The tool assigns recognition confidence scores to processed forms, allowing users to monitor data inputs. If the score falls below a set threshold, the document can be rerouted for manual intervention.
Integration: DocQmentor easily integrates with leading business applications such as CRM, ERP, HR systems, email software, and more, making it versatile for various business ecosystems.

By following these steps, users can streamline document management, automate workflows, ensure security, and enhance data accuracy with DocQmentor effectively.

DocQmentor FAQs

What are some key features of DocQmentor?: DocQmentor is a low code & fully automated digital document management solution that uses AI and ML, enabling workflow automation for departments like Finance, Inventory, HR, and Admin. It automates tasks such as scanning, data extraction, analysis, and document storage.

How does DocQmentor handle security?: DocQmentor leverages the high-end security already built into Microsoft 365, ensuring that only authorized individuals with proper credentials can access, edit, and delete documents within the system. It also automatically applies protection to documents based on their content.

What is the role of confidence scores in DocQmentor?: DocQmentor assigns recognition confidence scores to processed forms to monitor data inputs. If the confidence score falls below a set threshold, the system can reroute the document for manual intervention to prevent inaccurate data collection.

How can DocQmentor be integrated with other business applications?: DocQmentor can be easily integrated with various business applications including CRM, ERP, HR systems, email software, portals, and homegrown software, making it a versatile solution tailored to individual business ecosystems.