ApplicationXtender (AX) is an instant document management solution that minimizes the costs and risks of paper while increasing productivity by streamlining the capture and management of documents. ApplicationXtender scans, stores, retrieves, and preserves information, while providing role-based access from either a desktop interface or web browser.

Add DocuNECT your AX environment and extend the functionality:

  • Import documents from the desktop (Virtual Print Driver, Microsoft Office Integration)
  • Scan documents from the desktop
  • Migrate documents from legacy document management systems
  • Import documents from third party source and business applications
  • Automatically classify and index document based on business rules and templates
  • Export documents based on business rules
  • Easily integrate with third party applications to share data extracted from document

Automating Electronic Document Capture

You may receive electronic content with index values that are stored in a format that cannot be supported by the IndexImageImport utility that comes with ApplicationXtender. DocuNECT can be configured to import documents and index values that are supplied in a number of different formats.

Features include:

  • Total control over mapping the index values from any number of files sources, including databases, text files, JSON, XML and HTML files, and Microsoft Excel
  • Different sources can be periodically monitored looking for files to import, such as Local or Network Based File-Shares, FTP Sites, and Secure FTP/SSH sites
  • Email notifications can be sent to confirm successful file imports, or to notify a user of an import error

Email Capture

Email is still a highly used application for sending and receiving documents. DocuNECT allows you to set up a email address to be able to email documents directly into AX.

Features include:

  • DocuNECT can monitor POP3 and IMAP protocols. Note, for Lotus Notes and Groupwise email POP3 and IMAP can be utilized
  • The email body and attachments can either be added to ApplicationXtender as one document with multiple-pages to represent the attachments, or the body and attachments can be added as separate documents
  • Information can be extracted from the email body and attachments to automate the indexing process. Tags can also be placed in the email body to populate index values

File Share Migration

Network based file-shares are a popular way to easily store and share documents. If you have already invested in a ApplicationXtender system, it makes sense to migrate the documents to take advantage of AX’s powerful security, workflow and records management functionality.

Features include:

  • Map all or parts of the document’s name to AX application index values
  • Map all or parts of the document’s folder name to AX application index values
  • Retrieve information from the content of the document to populate AX index values

MeridianLink Capture

Financial institutions are turning to third party solutions to manage new account/loan origination to better facilitate interaction and communication with the consumer. One of these solutions is called MeridianLink that allows consumers to complete, post and sign documents as part of an origination process. The documents are then downloaded to the financial institution where they need to imported into ApplicationXtender.

Features include:

  • Maps the index values received from MeridianLink to the ApplicationXtender application index values
  • Manages cancelled/denied loans, processing them into a separate ApplicationXtender applications (if required)
  • Manages customer/non-customer documents, again processing them into separate ApplicationXtender applications (if required)
  • Email notifications to confirm imports have been successfully processed

DocuSign Capture

DocuSign’s Digital Transaction Management platform manages every aspect of every transaction from preparing and sending documents to signing and managing them. DocuNECT can fetch and import the document processed/uploaded to your DocuSign site. Features include:

  • Maps the index values received from DocuSign to the ApplicationXtender application index values
  • Unpacks the DocuSign Envelope (ZIP file) and automatically merges the original PDF with the signature manifest before uploading the document into ApplicationXtender
  • Email notifications to confirm imports have been successfully processed

Bulk Document Exporting

DocuNECT can also be utilized to export documents and data from AppXtender in bulk.

DocuNECT for AppXtender
  • CAPTURE

    Capture documents from a number of different sources.

  • DISCOVERY

    Use business rules to classify documents and extract data.

  • DISTRIBUTION

    Consume the verified documents and extracted data.