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Bridging the Digital Divide
Firms are investing big in document management technology to boost productivity. Despite these investments, undetectable documents continue to exist, creating dangerous gaps in what firms are expecting their technology to do and what it’s actually… Read More
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Case Studies
Sharepoint Microsoft Dynamics to Salesforce Worldox Cloud
Worldox Cloud exponentially increased Plancorp's ability to find documents quickly. The direct integration with Salesforce gave them a single point from which to access client data. The ease of their transition, flexibility and expandability of Worldox Cloud and knowledge that their data is protected and safely located in a hardened data center allows them to focus on client service instead of their IT infrastructure.
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Case Studies
Symphony OCR for NetDocuments (& Windows Folder)
HKM P.A. turned to Trumpet’s Symphony OCR for NetDocuments, a software that runs in the background to automatically convert files to a text-searchable format, to OCR over 300K files in less than 60 days.
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Case Studies
Trumpet Publisher for Citrix ShareFile
Trumpet Publisher for ShareFile enabled Gianelli & Associates to quickly and easily publish estate planning documents from Worldox to ShareFile. This allowed safe, convenient access to valuable documents, including Deed of Trust, Power of Attorney, and Health Care Directives.
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