Setup the plugin and get started without writing a single line of code. Just click and drag. It's that easy!
Powered by DynamSoft’s Dynamic Web TWAIN, this plugin enables users to scan documents directly from the browser into cases
Simple and Straight-forward configuration
In the financial services industry and other industries, a lot of transactions still begin with the end-user filling out a document. KYC requirements also often require organisations to capture copies of their customers’ Identification, Certificates of Registration, sample signatures, affidavits and other documents to be compliant.
This leads to customer-facing officers switching between applications to capture the documents before proceeding with the transaction. manually attaching previously scanned documents sometimes leads to errors with the wrong document attached to a transaction or incomplete documentation.
Eliminate these issues and inefficiencies by taking your Process Automation to the next level with our scanning plugin. Directly scan all required documents at the point of initiating the transaction.