Integrated Document Technologies (IDT) Frequently Asked Questions

Frequently Asked Questions

Explore answers to frequently asked questions about capturing, managing, securing, and automating business-critical information—and how IDT combines Enterprise Content Management (ECM), Intelligent Document Processing (IDP), AI, and workflow automation to help organizations modernize document-driven business processes.

Capture & Intelligent Document Processing (IDP)

Enterprise Content Management

(ECM)

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 CAPSYS AcuityAI™, and how does it automate document processing?

    CAPSYS AcuityAI™ is an AI-powered Intelligent Document Processing (IDP) solution designed to help organizations automate document-intensive business processes.


    CAPSYS AcuityAI can intelligently classify documents, extract important business information, validate captured data, and route documents and information into downstream business applications. It can process structured, semi-structured, and unstructured documents received through scanners, email, cloud fax, and other digital channels.


    By combining artificial intelligence, machine learning, OCR, and Large Language Models (LLMs) with People-Augmented AI, CAPSYS AcuityAI can dramatically reduce manual document sorting, indexing, and data entry while improving processing speed and accuracy.


    Extracted information can be delivered directly into systems such as Hyland OnBase®, Microsoft 365® and SharePoint®, ERP platforms, CRM applications, healthcare systems, financial applications, and other line-of-business systems.


    The result is faster document processing, fewer manual tasks, improved data quality, and a foundation for intelligent business process automation.


    Learn more about CAPSYS AcuityAI



  • 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™, and how is it different from traditional document scanning?

    IoT Smart Connected Scanning™ is IDT’s innovative point-of-origin document capture solution powered by CAPSYS CAPTURE ONLINE™. It enables organizations to securely capture documents directly into business processes without requiring the traditional PC, locally installed scanning software, scanner drivers, or complex workstation configurations normally associated with enterprise document scanning.


    Instead of scanning documents to a desktop computer and manually transferring them to another application, IoT Smart Connected Scanning can connect the scanning device directly to centralized CAPSYS CAPTURE ONLINE workflows.


    With a simple button-driven experience, users can capture documents at the location where they originate and securely deliver them into Hyland OnBase®, Microsoft 365®, ERP, CRM, healthcare, financial, government, and other line-of-business applications.


    Organizations can centrally manage their distributed capture environment while reducing the hardware, software, deployment, maintenance, and IT support traditionally required at individual scanning locations.


    Simply stated, IoT Smart Connected Scanning moves enterprise document capture closer to where the information originates—while making scanning easier for users and easier for IT to manage.

  • 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.


    LEARN MORE ABOUT AZURE >

  • 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. 

  • What is Kodak Alaris Perfect Page technology, and how does it improve the quality of my scanned documents?

    Perfect Page® is advanced image-processing technology from Kodak Alaris that automatically enhances scanned documents during the capture process. Its purpose is simple: produce consistently high-quality digital images regardless of the condition, size, orientation, color, or characteristics of the original paper document.


    Perfect Page technology analyzes each document as it is scanned and can automatically optimize image quality by correcting skewed pages, improving contrast, cleaning backgrounds, reducing unwanted noise, filling punch holes, removing blank pages, eliminating unnecessary colors, and making other image enhancements.


    This is especially valuable when scanning mixed batches of documents where pages may contain different sizes, orientations, paper colors, print quality, or document types. Rather than requiring employees to manually adjust scanner settings or pre-sort documents, Perfect Page can automatically optimize each image as it passes through the scanner.


    The result is more than simply a better-looking scanned document. Better images create better data. High-quality images can significantly improve downstream OCR, ICR, Intelligent Document Processing (IDP), and AI-based data extraction accuracy. Cleaner images mean fewer recognition errors, fewer exceptions requiring human review, and more reliable information entering your business applications.


    For organizations using IDT’s IoT Smart Connected Scanning powered by CAPSYS CAPTURE ONLINE™, Perfect Page technology helps ensure that high-quality, optimized images are created at the point of capture before documents are delivered into downstream systems such as Hyland OnBase, Microsoft 365 SharePoint, ERP, CRM, healthcare, financial, government, or other line-of-business applications.


    In short: Perfect Page helps you capture the document right the first time—producing cleaner images, better OCR and AI results, fewer manual corrections, and more reliable downstream automation.


    LEARN MORE ABOUT PERFECT PAGE →





  • What is Smart Touch from Kodak Alaris?

    Smart Touch technology from Kodak Alaris simplifies document scanning by allowing users to perform common scanning and document-routing tasks with the touch of a button. Instead of requiring an operator to repeatedly select scan settings, file formats, and destinations, Smart Touch allows frequently used scanning workflows to be configured as convenient task shortcuts.


    Depending on the Kodak scanner model, users can configure multiple Smart Touch functions for specific business needs. A document can be scanned and automatically sent to a file location, email, application, printer, or supported cloud service. Smart Touch can also create documents in a variety of formats, including searchable PDF, Microsoft Word, TIFF, JPEG, PNG, and other commonly used file types.


    Smart Touch includes Optical Character Recognition (OCR) capabilities for creating searchable documents, helping organizations turn scanned paper into information that can be more easily located, shared, and used within everyday business processes.


    For organizations using Kodak S3000 Series Scanners, Smart Touch provides an easy way to standardize frequently performed scanning tasks and reduce the number of manual steps required of scanner operators. Combined with Kodak Alaris’ Perfect Page™ technology for advanced image processing, Smart Touch helps organizations improve image quality, simplify document capture, and increase scanning productivity.


    In simple terms: Perfect Page™ helps make the scanned image better, while Smart Touch helps automate what happens to the document when you scan it.

Enterprise Content Management (ECM)


Learn how Enterprise Content Management (ECM) helps organizations securely capture, manage, access, automate, and govern business-critical documents and information throughout their lifecycle.


  • What is Enterprise Content Management (ECM)?

    Enterprise Content Management (ECM) is the combination of technologies, strategies, and processes organizations use to capture, manage, store, access, secure, govern, and automate business-critical documents and information throughout their lifecycle.


    An ECM solution replaces disconnected paper files, shared drives, email attachments, and departmental repositories with a centralized, secure information management environment. Authorized users can quickly find the documents and information they need while automated workflows help move work through the organization.


    Modern ECM extends well beyond document storage. It provides the foundation for workflow automation, records management, case management, information governance, integration with business applications, and increasingly, AI-powered Intelligent Document Processing and intelligent automation.

  • What are the business benefits of an Enterprise Content Management system?

    An effective ECM solution helps organizations improve productivity by giving employees fast, secure access to the information they need while reducing dependence on paper, shared drives, email, and manual processes.


    ECM can help organizations reduce document handling and storage costs, improve customer service, automate repetitive workflows, strengthen information security, enforce retention policies, support regulatory compliance, and provide greater visibility into business processes.


    Most importantly, ECM transforms documents from static files into actionable business information that can be securely accessed and used throughout the organization.

  • What is Hyland OnBase®, and how does IDT use it to help organizations manage enterprise content?

    Hyland OnBase® is an enterprise information management platform that enables organizations to securely capture, manage, access, integrate, automate, and govern documents, content, processes, and business information.


    IDT uses OnBase to help organizations replace paper-based and disconnected processes with centralized content management and automated workflows. Documents and information can be captured from scanners, email, cloud fax, business applications, CAPSYS CAPTURE™, CAPSYS AcuityAI™, and other sources and then made securely available to authorized users.


    OnBase can also integrate with ERP, CRM, financial, healthcare, government, Microsoft, and other line-of-business applications so employees can access relevant documents and information directly from the applications they already use.


    As an experienced Hyland solution provider, IDT can assist with solution design, implementation, integration, upgrades, workflow development, system optimization, and ongoing support.

  • What is Hyland Content Innovation Cloud®, and how does it relate to Enterprise Content Management?

    Hyland Content Innovation Cloud® represents the evolution of enterprise content management into a modern, cloud-based platform designed to connect enterprise content, processes, applications, and AI-powered technologies.


    It enables organizations to unlock information contained within documents and unstructured content and make that information more accessible and useful across business processes.


    Capabilities such as intelligent content processing, automation, integration, governance, and AI can help organizations move beyond simply storing documents toward understanding and acting upon the information contained within them.


    IDT can help organizations evaluate how Hyland Content Innovation Cloud fits within their existing information management strategy and how it can complement technologies such as Hyland OnBase®, CAPSYS CAPTURE™, CAPSYS AcuityAI™, and other enterprise applications.

  • How does Enterprise Content Management work with AI and Intelligent Document Processing?

    Enterprise Content Management and Intelligent Document Processing (IDP) perform complementary roles within an intelligent information management strategy.


    IDP technologies such as CAPSYS AcuityAI™ and Hyland Intelligent Document Processing can use AI, machine learning, OCR, and other technologies to classify incoming documents, extract important information, validate data, and determine where that information should go.


    ECM platforms such as Hyland OnBase® and Hyland Content Innovation Cloud® can then securely manage that content and information throughout its lifecycle while supporting workflow, business process automation, records management, governance, and integration with other enterprise applications.


    Together, these technologies create an intelligent information lifecycle:


    Capture → Classify → Extract → Validate → Manage → Automate → Govern


    The result is a more automated environment where documents are not simply stored—they become actionable information that can drive business processes.

  • Can an ECM system integrate with our existing ERP, CRM, Microsoft 365, or other business applications?

    Yes. Integration is one of the most important capabilities of a modern Enterprise Content Management strategy.


    IDT can integrate ECM and document automation technologies with ERP, CRM, financial, healthcare, government, Microsoft 365®, SharePoint®, legacy, custom, and other line-of-business applications.


    Depending on the application and business requirements, integrations may use APIs, web services, database connections, application connectors, workflow technologies, file-based interfaces, or other integration methods.


    This allows employees to access documents and information within familiar business applications while ECM operates behind the scenes to securely manage content, automate processes, and maintain appropriate governance.


    Organizations can therefore modernize information-intensive processes without necessarily replacing the core business systems they already depend upon.

  • How can IDT help modernize or expand an existing Enterprise Content Management system?

    Organizations do not always need to replace an existing ECM platform to gain significant new capabilities. IDT can help evaluate the current environment, identify process bottlenecks and information silos, and develop a modernization strategy based on the organization’s business and technology objectives.


    Modernization opportunities may include expanding Hyland OnBase®, migrating paper or legacy repositories, introducing cloud technologies, adding automated workflows, implementing records management and information governance, integrating additional business applications, improving document capture, or introducing AI-powered Intelligent Document Processing through technologies such as CAPSYS AcuityAI™.


    IDT can assist throughout the information lifecycle—from assessment and solution architecture through implementation, integration, migration, training, managed services, and ongoing technical support.


    The objective is to maximize the value of existing technology investments while creating a practical path toward AI-enabled intelligent information management and business process automation.

  • How do I choose between Hyland, FileBound, Microsoft SharePoint, or another ECM platform?

    Choosing the right Enterprise Content Management (ECM) platform should begin with your organization’s business requirements—not with a particular software product.


    Platforms such as Hyland OnBase®, Hyland Content Innovation Cloud®, FileBound®, and Microsoft SharePoint® each offer different strengths depending on the complexity of your document management requirements, workflows, integrations, security and compliance needs, number of users, cloud strategy, existing technology investments, and long-term objectives.


    For example, some organizations require sophisticated enterprise-wide content management, case management, workflow, records management, and integration capabilities. Others may need a streamlined cloud-based document management solution, while organizations heavily invested in Microsoft 365 may want to evaluate how SharePoint can address some or all of their content management requirements.


    IDT helps organizations evaluate these options objectively. We begin by understanding how information enters your organization, who needs access to it, how documents move through business processes, what applications must be integrated, what regulatory and security requirements must be addressed, and where opportunities exist for automation and AI.


    We can then help determine whether Hyland, FileBound, SharePoint, another platform—or a combination of technologies—provides the best fit.


    The goal is not to select the most technology. It is to select the right technology for your business requirements, budget, existing infrastructure, and long-term information management strategy.

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.


    LEARN ABOUT OCR >

  • 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.