(1) The first step is to upload the client documents (from scan or emails) to the sFTP server.
(2)The file number/case number is read out.
(2a) According to the case where there is no file number/case number, the client documents are stored in a folder for documents that cannot be uniquely assigned.
(2b) The clerk must then manually edit the documents from the error folder.
(3) If a file number/case number could be read out, the client documents are separated according to it.
(4) Now the documents can be classified by their document type for better retrieval.
(5) Subsequently, the documents are stored in a folder (named after the file number/case number) on the sFTP server.
(6) The final step is to transfer the data to the company’s existing system.