how can the new ai toolkit help you out in easy DMS?
The AI services natively integrated into easy DMS open up for you entirely new possibilities in document management. These services offer a wide range of advantages that will considerably simplify and optimise your daily work. A number of practical use cases described below demonstrate what you can do.
translation made easy
There is a document for one of your suppliers in the client file. This supplier likes to receive communication in English. Select the document and have it translated by DeepL without leaving your easy DMS application. Just click on the translate button up top in the document tab.
A few moments later, you fill find the translated text in easy DMS. You only have to decide whether to store the translated document as a new version or as an entirely new document.
extracting metadata from an invoice and storing it in easy DMS
The properties of an invoice, such as the company code, recipient, document type, etc., should definitely be assigned to the field values of a folder/document. Instead of entering this information manually, simply let the Copilot do the job for you. Why this is useful: Storing the properties of the document will help you find it again more quickly later. Of course, you can also do much more using the document properties. More on that later.
1. First, select the invoice
2. Then confirm that you wish to send the document to the AI service to extract the field values.
3. Finally, you have the option of simply applying the field designations and values as is or making any necessary corrections first.
That’s it.
P.S. Even if you have a large number of invoice documents, such as in the high three digits, you can still use this method. This will save a lot of time, money and, not least, the nerves of your employees. The errors resulting from manual entries are also now a thing of the past.
ai workflows for checking the inbox
Email inboxes are generally filled to the brim and hard to manage. What if easy DMS automatically classified the incoming emails for you along with their attachments and performed additional actions based on the result? For example, extracting various metadata values or initiating approval processes based on the document type. This is a job for AI services, since preconfigured AI workflows can do this task as well.
The AI service will instantly determine whether it is a “letter,” an invoice or a payment reminder. And that’s not all. Once easy DMS “knows” which type of document it is, additional decisions can then be made. For example, which employees should process the matter. Or, in the case of an invoice, who will handle the invoice check and eventually approve the invoice.
Proper bookkeeping would be impossible without an approval process: AI workflows with subsequent approval processes to specify who must give approval under which conditions can be implemented at any time with easy DMS.
curious?
The new AI services in easy DMS (6.0.1) open up new possibilities for optimising your document management and making your daily work more efficient. The integrated AI services make managing your documents child’s play.
why wait?
Experience for yourself how the AI Toolkit can take your work processes in easy DMS to the next level. Our dedicated team is always on hand to answer your questions and show you the advantages of our newest version.
