RPA Software to automatically process scanned and electronic documents from folders or email inboxes.
MetaServer is RPA (Robotic Process Automation) software that does repetitive work so that you and your employees don’t have to.
For example, MetaServer can automatically split a stack of documents in individual documents by detecting separator words on the first page, classify them per document type, extract and look up key data, send email notifications if certain conditions apply and update a business system with the resulting information.
The robot is triggered when receiving a document. A document can be an email with PDF attachments, a document scanned with an MFP (multi-functional printers / digital copiers), document scanner or smartphone.
Because PDF is the adopted standard format for business documents, MetaServer is fine-tuned to handle PDF documents.
A common use case for MetaServer is to auto-classify scanned documents or PDFs attached to emails.
Typically, organizations use their MFPs to generate PDF files with a random name generated by the machine. Next, the user finds the file, renames it and puts it in the correct folder structure. This process is OK for the occasional scan but if you have to process multiple documents, it is cumbersome and prone to error.
This is where MetaServer comes in. You just scan the documents and the robot takes over. Relevant data is extracted and looked up and used to automatically organize the documents in folders and apply a meaningful name to each file.