Integrated Document Technologies (IDT) Frequently Asked Questions
Frequently Asked Questions
Learn how Intelligent Document Processing (IDP), AI-powered document automation, and modern content management systems help organizations capture, govern, and automate document-driven workflows.
Capture & Intelligent Document Processing (IDP)
Automation & Integration
Governance & Security
Engagement, Delivery & Support
Capture & Intelligent Document Processing (IDP)
Learn how IDT captures documents, extracts data, and automates document workflows using AI-driven Intelligent Document Processing.
What business process problems does IDT solve for organizations?
IDT helps organizations capture, govern, automate, and integrate information so teams can move faster with fewer manual touches. Our focus is on measurable outcomes such as cycle-time reduction, error reduction, improved audit readiness, and better customer or constituent experiences—not just installing software.
What is Intelligent Document Processing (IDP)?
Intelligent Document Processing (IDP) combines document capture, OCR, artificial intelligence, and automation to classify documents, extract key data fields, validate information, and route work into business systems. Unlike traditional document capture, IDP can understand context and continuously improve accuracy using machine learning.
What is the difference between traditional document capture and AI-enabled Intelligent Document Processing?
Document capture brings documents and data into digital workflows through scanning, fax, email, or file ingestion. AI-enabled IDP goes further by automatically classifying documents, extracting key data fields, validating against business rules, and routing work using technologies such as CAPSYS AcuityAI™ Extract or Hyland’s CIC platform, often augmented with human review when needed.
How does Artificial Intelligence (AI) improve automated document processing?
AI models automatically recognize document types, extract structured information from unstructured documents, and route work through defined workflows. Over time, these systems learn from corrections and improve accuracy, reducing manual effort and accelerating processing times.
What types of business documents and workflows can IDT automate?
Organizations commonly automate document-heavy workflows such as invoices and accounts payable packets, HR onboarding processes, insurance claims, loan packages, patient intake forms, case files, legal documents, compliance records and more.
Can IDT automate document capture from email, fax, and other inbound channels?
Yes. IDT supports secure multi-channel document capture including email, inbound and outbound fax, scanning, and electronic file import. This helps organizations move away from “inbox-as-a-workflow” by automatically capturing messages and attachments, classifying them, applying metadata, and routing them into governed business processes.
What is IoT Smart Connected Scanning for distributed document capture?
IoT Smart Connected Scanning simplifies document capture by providing a secure, button-driven scanning experience that can be deployed quickly across multiple locations with no software, TWAIN or ISIS installations. It is especially useful for distributed teams or environments with many scanning endpoints.
How does IDT secure data captured via IoT Smart Connected Scanning in Azure?
IDT’s IoT Smart Connected Scanning management services are hosted in Microsoft Azure data centers and support both Commercial Azure environments and Government Azure environments for Federal, State, and Local government installations. Azure meets some of the most stringent security and compliance standards used by government and regulated industries.
The solution leverages INfuse and Perfect Page technologies from Kodak Alaris powered by CAPSYS CAPTURE ONLINE, which separates device management from customer data processing. Device management and administration operate through a secure communication channel that is completely isolated from the data path used to transmit scanned documents.
Do organizations need new hardware or scanners to modernize document capture?
No, not necessarily.
Many organizations continue using their existing scanners or multifunction printers while modernizing their document workflows, automation processes, and information governance capabilities.
However, to maximize your productivity and efficiency, newer scanner technology that incorporates IoT, Perfect Page, and Precision Document Handling may be beneficial.
Automation & Integration
Learn how document automation connects with ERP, CRM, and other business systems to eliminate manual tasks and streamline operations.
Can IDT integrate document workflows with ERP, CRM, and HRIS systems like SAP or Salesforce?
Yes. IDT is a systems integrator and regularly connects capture and content workflows to enterprise platforms such as SAP, Oracle, Microsoft Dynamics, Salesforce, NetSuite, Infor, and other line-of-business applications.
How does Intelligent Document Processing reduce manual data entry and human error?
Intelligent Document Processing reduces manual work by automatically classifying documents, extracting key data fields, validating information against business rules, and routing tasks into business systems. Instead of employees manually reviewing documents or entering data, the system processes the majority of documents automatically and only routes exceptions for human review.
What is the difference between OCR and AI-driven Intelligent Document Processing?
OCR (Optical Character Recognition) converts scanned text into digital text. Intelligent Document Processing builds on OCR by using AI and automation to classify documents, extract data fields, validate information, and trigger business workflows.
Can IDT automation extend to repetitive tasks using Robotic Process Automation (RPA)?
Yes. IDT can apply Robotic Process Automation (RPA) to reduce repetitive tasks such as copy-and-paste data entry, portal updates, data reconciliation, and other “swivel-chair” processes that require moving information between systems.
How is accuracy measured in automated document processing systems?
Accuracy is typically measured at two levels: document classification and field-level data extraction. Systems are tuned using real document samples, confidence thresholds, business rules, and human validation for exceptions.
What is “human-in-the-loop” review in AI document automation?
Human-in-the-loop review means documents with lower confidence scores are automatically routed to a reviewer for quick validation or correction. This approach ensures high accuracy while allowing AI models to continuously learn and improve.
Governance & Security
Learn how organizations manage document retention, compliance, security, and information governance across modern content systems.
What is Records Management and why is it critical for data governance?
Records Management is a systematic approach for data management in your organization.
Records Management allows you to save, store, and access your data through a central repository. At the same time, as a large amount of data becomes redundant over a period of time, you may need to dispose of a specific set of records or data that no longer needs to be there in the system. The Records Management System allows you to decide how long you want to keep a document in your repository, based on policies created by you. You can declare or un-declare records, place legal holds on them, set up destruction dates, and view reports.
How does IDT help organizations implement and support information governance?
IDT helps organizations define what information exists, where it resides, who can access it, and how long it should be retained. Governance rules are then implemented within the systems employees use every day.
How does document automation improve regulatory compliance and audit readiness?
Automated document processing improves compliance by consistently capturing documents, applying metadata and retention policies, enforcing access controls, and maintaining detailed audit trails.
Does IDT provide document services for government and regulated industries?
Yes. IDT supports organizations in government, healthcare, financial services, insurance, education, manufacturing, and other regulated industries where governance, compliance, and auditability are essential.
Engagement, Delivery & Support
Learn how organizations manage document retention, compliance, security, and information governance across modern content systems.
How should an organization choose the right document automation solution?
Organizations evaluating document automation solutions should consider factors such as document volume, workflow complexity, system integrations, governance requirements, and scalability. A successful solution should integrate with existing business systems, support AI-enabled data extraction, provide governance controls, and deliver measurable operational improvements.
What is a Content Portal and when is it used for self-service record access?
A content portal provides a modern, self-service interface where users can submit documents, access information, and find records quickly. It reduces manual handoffs and improves the overall user experience.
What is the typical timeline for an IDT document automation project?
Smaller automation initiatives can often be delivered in a few weeks. Larger programs are typically implemented in phases so organizations can realize value early while scaling solutions across departments.
What should we expect during the IDT business discovery process?
The discovery process reviews business goals, current workflows, document types, and existing systems. The result is a practical roadmap outlining quick wins, dependencies, and an adoption strategy.
How does IDT price document automation and systems integration projects?
Pricing typically depends on project scope, document volumes, system integrations, and process complexity. IDT aims to provide transparent pricing tied to clearly defined outcomes.
Does IDT offer ongoing managed services and technical support after deployment?
Yes. Many organizations rely on IDT for ongoing support, monitoring, enhancements, governance updates, and continuous improvement after the initial deployment.
How can my organization get started with IDT?
The process typically begins with a short conversation to understand your goals, document volumes, systems, and constraints. From there, IDT may recommend a proof-of-value using sample documents or a structured discovery engagement.
