DataView Document
Management Software

Automatically barcode and index (sort) digital documents into the correct “drawer” and folder based on the transaction type and other variables and access them on demand.

Locate customer statements, purchase orders, delivery receipts, etc. in seconds and improve the accuracy and quality of your customer service. Documents can be instantly accessed from any PC, across a LAN, WAN, or via the Internet.

Let your customers securely retrieve documents and reports over the Internet, saving you printer toner, postage costs, and time spent responding to inquiries.

Easily capture and manage text and HTML-based email messages and their attachments for fast retrieval and improved collaboration among colleagues.

Restrict access to documents according to document type, view-only access, or user clearance. DataView’s image dating technology virtually eliminates the altering of documents without detection.

Organize documents and ensure your organization’s compliance with Sarbanes Oxley regulations and HIPAA by recording information each time a record is reviewed or modified.

Quickly create reports from documents stored in the system, or use one of DataView’s pre-defined reports to identify missing documents or alert you to expiring documents. Our industry experts are available to customize reports for your operation.

Set up an automated Record Retention policy to help ensure that your DataView system is compliant with regulations without storing documents that are no longer needed.

Help your remote employees do their jobs with secure access to their digital documents—wherever they are, whenever they need them, on any mobile device they want to use.

Easily transmit documents to customers via email, web server, fax, and printer in a wide range of file formats, including IBM (AFP, IPDS, SCS) PCL, RTF, and several others.

Automatically classify, sort, separate, and extract data from incoming documents based on document type, barcodes, and page text, and then file the documents into the correct folders.

Easily capture and manage text and HTML-based email messages and attachments for fast retrieval and improved collaboration. No more printing and scanning email documents or dragging and dropping email attachments into the system.

Add document management capabilities to your CRM, accounting software, and other business applications. You can create, update, or search for documents in DataView from within these apps.

Enhance your business applications by enabling data in DataView to be easily accessed. Set up automated tasks to return specific folders or documents or scan documents directly into a folder.

Our WebLink option easily handles data retrieval via the web. Customers can quickly and securely view reports, documents, invoices, and statements on demand.

CAI can convert data from your current document management system data to PDF format to enable document viewing and printing to any laser printer. Converted data can be sent to clients or partners via email, fax, or the web.

Let your bank or financial institution securely deposit checks directly into your account and then send images of checks to you after each deposit.

Create customized reports, spreadsheets, databases, or word-processing documents by extracting data from DataView. Data can be sorted, filtered, and formatted as desired, with report templates stored in a SQL-compliant database.

Add barcodes to your documents to accelerate document filing of company paperwork and minimize keying errors. Documents can be scanned in, with barcodes, with our automated document indexing. With no human intervention, this is the fastest option for storing documents.