We are evaluating Mayan EDMS and are looking for some paid support to help us set up the evaluation system.
The project may (or may not) evolve into permanent support. Here is the initial basic environment that we need. We are supporting 3 companies. Each company has 3 separate departments. Each department needs to import the following: 1. Customer Agreements 2. Customer Statements 3. Customer Financial Information 4. Customer Miscellaneous Documents (Customers are identified by a unique number.... a U.S. tax ID... however, there may be additional secondary tax ID's on a given customer account) To that end, we have organized our present indexes as: 1. Tax ID (and the associated information unique to that Tax ID); and 2. Company -> Department -> Product -> Documents -> Associated Tax ID's Documents may be imported singularly or as a "sandwich" with a header and footer sheet. If a customer signs an agreement with Department A, Department C may also have a separate agreement... but may want to use Department A's financial information that has been previously scanned. Automation is very important. By way of example, our current environment for customer agreements is: 1. We sandwich the agreements with header sheets. 2. We scan the agreements 3. We try to OCR the customer's account number 4. If the OCR (or check digit) fails; we manually input the customer account number and document type 5. Done. Let me know if you have interest in helping me. -- --- You received this message because you are subscribed to the Google Groups "Mayan EDMS" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. For more options, visit https://groups.google.com/d/optout.
