Treeno Import Automation

Treeno Import Automation

Treeno has the ability to setup hotfolders on the network to help clients auto import electronic documents like Faxes, Save files to network shares (from multi function devices) and from Server Applications like Dynamics, Peoplesoft and many others. To do this Treeno has a feature in our File Monitor tool called "Extra Monitors". With the Extra Monitors feature you can setup as many hot folders as you want using our routing numbers from out Barcode sheets to determine where to put the files.

Types of barcodes that are useful to use with Extra Monitors are:
1. User Barcodes - Settings->User Functions->Print User Barcodes
2. Indexing Barcodes - Settings->Cabinet Functions->Indexing
3. Workflow Barcodes - Settings->Workflow Settings->Workflow Barcodes

User Barcodes are useful when you want users to be able to scan items into their own inboxes from scan stations or multi function copier/scanners. This allows users to still receive paperwork and then scan it in when they are done processing it. Or the mail room can just scan to predetermined folders on the network to deliver mail to end users.

Indexing Barcodes are useful when you want to scan in batches of documents at a time to be prepped for indexing. Each file that goes into this folder will be a file to index away in Treeno indexing. When doing scanning it is much more efficient to scan all items then once scanning is complete move on and index them away versus scanning then indexing one document away.

Workflow Barcodes are great when you want events to trigger assignment of workflows. Things this can be used for are Faxes, Email filters (auto save certain emails to the network). This barcode creates a new folder for each item that is placed in it and assigns it to workflow. If used with the workflow feature "Workflow Owner" it would be possible to use the same workflow, have multiple Extra Monitors, to assign items to different users to load balance the work.


A major part of import automation is utilizing the File Monitor. Treeno does have the ability to import emails and email attachements into Treeno as well using a script called the pop3Bot. This tool can put emails or email attachments into three locations: User Inboxes, Indexing, or workflow. Treeno does have to set this up as it runs on the Treeno server. To do this please give Treeno a call and place an order for 2-3 hours of PS work for the first email address and 1 hour per email address after the first one.

Professional Services

One of the benefits of recommending the Treeno solution is the ability to extend the software using the Treeno Software Development Kit (SDK). Treeno integrators help their clients automating business processes such as auto importing faxes, auto publishing and external work flow triggers. Building out automation for your client can also create a more complete customized solution for future clients. With the scripts already written you can re purpose it at no additional costs and extend your capabilities when competing with other document management vendors and solution providers.

Some examples of process automation are:

• Auto Fax Import (with work flow assignment)
• Email Popping (with optional work flow assignment)
• Forms Data Import (Kofax, ABBY, Reform, FormStorm, Adobe Forms)
• Drag and Drop Hot Folders
• Outlook Work Flow Integration
• Conversions of other document management products (Some may have a small document management component): Documentum, Docstar, Lumtron, Kovis, Ecabinet, Doc Box, TAM, AfW, CBD Doc...etc
• Auto Folder Creation from data feed (HL7 Medical Records, CRM Data, ERP Data...etc), Outlook Public Folders
• Data Synchronization

All these are examples of process automation tools. Treeno can provide knowledge and sample code on how to complete variations of these tools.

PDF Forms Submission

Our latest product to come out of development is a PDF Forms Submission feature that allows the programming of a submit button to submit PDFs directly to our document management system and optionally start a work flow to notify individuals or groups of users that the form has been submitted. The PDF Forms Submission feature also simplifies how business clients can submit information without having to go to a portal and upload a document. This process is easier to maintain for the end users and the business that provides these self submitting PDFs.

While creating the PDF the hidden labels can also fill in meta data in the Treeno repository if the labels match our cabinet index fields. This also reduces the time it takes for employees to search and retrieve submitted forms. If you are already familiar with creating PDF forms you will only have to keep in mind three simple things:
1. Create a submit button when finished (Treeno will provide the Javascript code)
2. Have the hidden fields associated with the cabinet fields in Treeno
3. Create 1 additional hidden field and assign a barcode number (routing number) to the entire document.

With this done companies can pass out PDF forms to clients through a website or through email. We have found the PDF Forms Submission feature useful for Sales Orders, Pay Roll uploads, Order Submissions. Since our software for hosted and in house is identical this feature is available to all our clients on our SAAS server and clients with our Business or Enterprise software.