ApplicationXtender Snip Doc
Have you ever needed to create a quick new document from a snippet of an existing document? The ECM Toolbox AX Snip Doc solution is the answer! This feature is especially helpful for customers needing to:
- Verify Signatures
- Quickly Retrieve:
- Customer Information
- Insurance Information
- Emergency Contacts
- Other Additional Applications
AX Snip Doc is easy to use and has multiple business applications. Simply identify a document in AX and then follow these steps:
- Select the document type for the new doc to be created
- Select to create the card and choose your custom settings
- Lasso the area in which you want to capture for the new document (shown highlighted on document)
- Or use the “Location” feature exactly the portion of the document to be captured for the new doc
- Save your settings
The new customer card will be created every time the system receives a document of this type! With CASO AX Snip Doc, document creation is quicker and easier than ever. Call us today to learn more!