ePlum OfficeCapture: The Ultimate Guide to Setup & FeaturesePlum OfficeCapture is a document capture and automation solution designed to streamline paper-to-digital workflows, speed up data extraction, and route documents into business systems. This guide explains what OfficeCapture does, how to set it up, and how to use its core features to improve accuracy, save time, and reduce manual work.
What is ePlum OfficeCapture?
ePlum OfficeCapture is a document capture and automation platform that converts scanned paper documents, PDFs, and digital images into searchable, structured data. It supports multi-page documents, optical character recognition (OCR), barcode recognition, and configurable data extraction rules. The platform typically integrates with content management systems (ECM), line-of-business applications, and cloud storage.
Who should use OfficeCapture?
OfficeCapture is designed for organizations that need to process high volumes of documents and extract structured data reliably. Typical users include:
- Accounts payable teams processing invoices
- HR departments digitizing personnel files
- Legal teams organizing contracts
- Healthcare administration handling patient records
- Government offices managing forms and records
Key benefits
- Improved accuracy — automated capture reduces manual entry errors.
- Faster processing — batch scanning and automated extraction speed up throughput.
- Better compliance — searchable archives and audit trails support regulatory needs.
- Integration-ready — connects to ECMs, ERPs, and cloud storage for streamlined workflows.
- Scalability — handles small offices to enterprise deployments.
Core features
- OCR and handwriting recognition for converting images to text.
- Barcode and QR code detection to speed document classification.
- Template-based and AI-assisted data extraction.
- Multi-language support for global deployments.
- Document classification and separation rules.
- Validation and user-review work queues.
- Export connectors for ECMs, databases, and cloud services.
- Audit logging and security controls.
System requirements and deployment options
OfficeCapture can be deployed on-premises or in the cloud (vendor-hosted or private cloud). Typical system components include:
- Capture server (Windows/Linux)
- Database server (SQL Server or other supported DB)
- Client applications for verification and administration
- Integration adapters for target systems
Minimum hardware and software requirements vary by volume; consult vendor documentation for exact specs. For small deployments, a single server with multi-core CPU, 16–32 GB RAM, and SSD storage is common. High-volume setups require clustered servers and dedicated storage.
Pre-installation checklist
- Identify primary use cases (invoices, contracts, forms).
- Inventory document types, average volumes, and expected growth.
- Prepare sample documents for template creation and testing.
- Ensure network, storage, and database resources meet recommendations.
- Confirm target integrations (ECM, ERP, cloud storage) and obtain API credentials.
- Decide on deployment model (on-prem vs. cloud).
- Plan user roles, access controls, and audit requirements.
Step-by-step setup
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Provision servers and databases
- Install required OS updates and dependencies.
- Create and configure the SQL database and service accounts.
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Install OfficeCapture server
- Run the installer on the designated server.
- Point the installer to the database and configure service accounts.
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Configure licensing and security
- Apply license keys and set up SSL/TLS for web components.
- Configure user authentication (local accounts, LDAP/AD, or SSO).
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Set up input sources
- Configure scanners, folder watch, email ingestion, and mobile uploads.
- Define batch profiles for different document types.
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Create classification rules and templates
- Use sample documents to build capture templates.
- Set up barcode-based separation and page-level classification.
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Configure extraction rules
- Define zones/fields for OCR or use AI-assisted extraction models.
- Map extracted fields to database or ECM metadata fields.
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Set up validation workflows
- Create verification queues and assign user roles.
- Configure exception handling and retry rules.
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Integrate with target systems
- Install or configure connectors to ECM, ERP, or cloud storage.
- Map fields and test end-to-end export.
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Test end-to-end
- Run test batches through scanning, extraction, validation, and export.
- Measure accuracy and tweak templates/rules.
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Train users and go live
- Provide administrator and verifier training.
- Roll out in phases, monitor performance, and iterate.
Best practices for high accuracy
- Start with clean, high-resolution scans (300 dpi grayscale or color).
- Use consistent scanning settings and paper handling to reduce skew/noise.
- Build templates for each invoice/form variant; use AI extraction where templates can’t cover variability.
- Use barcode separators when possible to automate batching.
- Implement a small human-in-the-loop verification step for critical fields.
- Continuously monitor extraction accuracy and retrain models or adjust templates as needed.
Common use cases and workflows
- Accounts Payable: scan invoices, extract vendor, date, amounts, PO numbers, and post to ERP.
- HR Onboarding: capture resumes and forms, extract name, contact, tax IDs, and store in HRIS/ECM.
- Legal Document Management: classify contracts, extract parties, effective dates, and archive with metadata.
- Healthcare Forms: capture patient intake forms, extract identifiers and store in EMR or document repository.
Troubleshooting tips
- Low OCR accuracy: increase scan resolution, improve contrast, or add template-specific zones.
- Misclassification: add barcode separators or refine machine-learning classification with more labeled samples.
- Connector failures: verify credentials, network connectivity, and API endpoint availability.
- Performance issues: ensure sufficient CPU/RAM, check database indexing, and segregate workflows across servers.
Measuring ROI
Track metrics such as:
- Documents processed per hour
- Manual data-entry hours saved
- Error rate before vs. after automation
- Time-to-archive and retrieval speed improvements
- Cost per document processed
Use these metrics to calculate payback period and ongoing savings.
Security and compliance considerations
- Use encrypted transport (TLS) and encrypted storage where required.
- Implement role-based access controls and audit logs.
- Apply retention policies and secure deletion processes for regulated data.
- Ensure integrations meet data residency and regulatory requirements (HIPAA, GDPR, etc.) as applicable.
Tips for scaling
- Use load-balanced capture servers and distribute validation queues.
- Implement asynchronous exports and retry queues for downstream systems.
- Monitor performance with centralized logging and metrics (CPU, memory, queue lengths).
- Automate template deployment and model updates via CI/CD where possible.
Final checklist before go-live
- Functional end-to-end tests passed for all major document types.
- User acceptance testing completed with real-world samples.
- Backup and disaster recovery plans in place.
- Monitoring and alerting configured for key services.
- Training materials and user guides distributed.
OfficeCapture can dramatically cut processing time and errors when configured correctly. Start small with high-value workflows (for example, accounts payable) and expand as you refine templates and automation models. If you want, I can create a sample extraction template for invoices or a checklist tailored to your environment — tell me your main document types and target systems.