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CASO and Construction

Construction Solutions

Today’s construction projects requires swift, effective collaboration between multiple disciplines. Architects, managers, builders, engineers, contractors and subcontractors primarily accomplish this through shared documents. Lots of them. From bids to contracts, invoices to specs, the sheer volume of content being generated rivals that of the print industry itself. Not surprisingly, construction professionals have been turning to digital solutions to help manage it all. With the right digital solution, you can increase productivity, eliminate waste, save space, speed up the approval process, and keep up with the competition. Perhaps most importantly, it costs less to go digital than to stay on paper.

For over 20 years, CASO Document Management (CDM) has specialized in document management solutions that boost your business and your bottom line, including document capture, workflow automation, and ECM platforms with best-in-class software from OpenText, ABBYY, Digitech Systems, Hyland and more. We can help you manage and securely access all of your critical content whenever and wherever you need it.

With CDM Construction Solutions, you can:

  • Centralize Your Documents
  • Speed up the Approval Process
  • Complete and Sign Work Orders Remotely
  • Capture Data from the Field
  • Streamline Invoice Processing
  • Automate CAT invoice processing
  • Integrate with Your ERP Solution
  • Capture Early Payment Discounts
  • Lower Operating Costs
  • Automate HR, Onboarding and I-9 Management
  • Ensure EEOC and similar compliance
  • Eliminate filing cabinets and storage
  • Reduce risk of litigation

Caterpillar (CAT) Invoice Process Module for ApplicationXtender

CAT Invoice Process Module extends ApplicationXtender’s functionality to enable automated “Parts Invoice” processing between construction companies and Caterpillar dealers.

This solution eliminates manually handling invoices – including data entry of the invoice header, footer and line information and then uploading to ApplicationXtender and indexing it. The AX CAT Invoice Process Module does this for you automatically – saving you time, labor, and improving accuracy.


  • Eliminates invoice scanning / metadata entry
  • Automates invoice entry / reconciliation
  • Improves invoice accuracy
  • Eliminates manual steps
  • No need to process paper copies
  • Frees up your time to route/process the invoice and associate it with the correct job.
  • Sent encrypted for ultimate security

How it works:

  1. Invoice created by dealer and uploaded to CAT IP system (integrated e-hub)
  2. CAT IP sends the invoice XML data electronically to a URL within the client environment
  3. The invoice data is received by ECM Toolbox CAT Invoice Module and saved to a database
  4. ECM Toolbox converts the data to a pdf that can be inserted into ApplicationXtender (AX)
  5. ApplicationXtender receives and indexes the invoice automatically
  6. Workflow automatically detects new invoice and begins regular routing workflow
  7. Invoice is uploaded to ERP


  • “Service” Invoices can be added to the CAT Invoice Module
  • We will need confirm CAT Dealership(s) participate in the CAT IP system

Whether you are looking to reclaim space, automate your workflow, or implement a comprehensive Enterprise Content Management system for your construction firm, our certified specialists will help you find the solution that is right for you.

Contact us today for a free consultation.

We saw immediate benefits in efficiency, accuracy and process control. With ECM Toolbox AP Workflow, we have a solution that allows us to grow and meet our new needs.

Nick Coccagna, CIO of PJ Dick/Trumbull – Construction

Quick Downloads

Resources at your fingertips! Simply click any solution below to download a free PDF. Not seeing what you’re looking for? Check out our Resource Center for additional information.

Article: NYSID’s Economic Impact on New York Download

Data Sheet: Document Scanning Download

Data Sheet: On-Site Scanning Download

Case Study: PJ Dick Download

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CASO Document Management