Guides
Practical guides for paper, PDFs and the data inside them.
Checklists, worked examples and plain answers for the people who do the work: AP teams, office managers and the IT admin who sets it all up. Read them whether or not you ever buy from us.
01
Start here: the categories explained
What intelligent document processing, capture, workflow automation, AP automation and document management really mean, and how to choose.
- 1.1Intelligent document processing (IDP), explainedClassify, split, extract, validate, review and export: how IDP differs from OCR and templates, and how to evaluate a tool.Read the guide
- 1.2Intelligent document capture, explainedScanners, email, folders and forms; separation, recognition and indexing; a desktop station or a capture server.Read the guide
- 1.3Document workflow automation, explainedTriggers, conditions and actions, approvals, deadlines, signatures, forms and packets, with three worked examples.Read the guide
- 1.4Accounts payable automation, step by stepEvery AP step from intake to retention: what software takes over, what still needs a person, and a staged rollout.Read the guide
- 1.5How to choose document management softwareStart from your documents, separate must-haves from nice-to-haves, test on your own files, and ask every vendor the same 22 questions.Read the guide
- 1.6On-premises document management, explainedWho still keeps documents on their own servers, the honest trade-offs, what to look for, hybrid setups and a typical architecture.Read the guide
- 1.7Automate data entry from PDFs and emailsStop retyping emailed PDFs: the receive, read, check and deliver flow, PC or cloud, and a step-by-step Paige setup.Read the guide
- 1.8Document data extraction API: a practical guideHow Paige takes documents in, the JSON it returns, webhooks, SFTP and error handling.Read the guide
02
Invoices and AP
Get invoice data in without retyping it, and set up capture so the month-end close stays calm.
- 2.1Invoice OCR: how invoice data extraction worksFields, line items, accuracy, review, local vs cloud processing, and a buyer checklist for invoice OCR tools.Read the guide
- 2.2AP document capture: a setup checklistIntake, scanner settings, separation, fields, exceptions, naming, destinations, roles and rollout for AP capture.Read the guide
- 2.3Invoice line item extraction: getting the table rightWhy line items are hard, what good extraction looks like, math checks, exception review and multi-page tables.Read the guide
- 2.4Searchable PDF vs PDF/A: which to use for recordsWhat a searchable PDF and PDF/A are, how they differ, and which to use for working files, archives and records.Read the guide
03
Scanning workflows
Scan the whole pile once and get separate, well-named documents in the place your team already looks.
- 3.1Scan to SharePoint or OneDrive automatically, named and indexedSeparate, well-named documents in the right library, with vendor, date and number in your columns.Read the guide
- 3.2How to scan documents straight to Google Drive, named and searchableGet every scanned document into the right Drive folder with a useful name and details your team can search.Read the guide
- 3.3Batch scanning: how to split a mixed stack into separate documentsSeparator sheets, barcodes, page counts and automatic separation compared, with practical scanner settings.Read the guide
- 3.4How to name and file scanned documents automaticallyNaming conventions, folder layouts, duplicates, missing values and private numbers, with recipes by document type.Read the guide
04
Accounting and finance documents
What to capture from the forms finance teams handle every week, and how to keep tax IDs private.
- 4.1W-9 form data extraction for vendor onboardingFields, classification checkboxes and safe handling of TINs for AP teams onboarding vendors.Read the guide
- 4.21099 data extraction: NEC, MISC and INT formsWhich boxes to capture, corrected and composite forms, and keeping TINs private.Read the guide
- 4.3Purchase order data capturePO header and line items, a worked example with line math, and the traps that break invoice matching.Read the guide
- 4.4Utility bill data extractionAccount numbers, amounts, due dates and usage from electric, gas, water and telecom bills.Read the guide
05
Industry and HR files
Mixed files that have to be split, indexed and kept complete, and how to get structured data out of any PDF.
- 5.1Bill of lading data capture: a practical guideKey fields, messy multi-part forms, matching to orders and filing for freight paperwork.Read the guide
- 5.2Insurance claims document capture and indexingSplit mixed claim files, capture claim and policy numbers, and file every page to the right claim.Read the guide
- 5.3EOB and medical claims captureEOBs, remittance advice and denial letters: fields, an EOB that balances, and patient privacy.Read the guide
- 5.4Mortgage and loan document captureSplit and index loan files: disclosures, pay stubs, W-2s and statements, with cross-checks between documents.Read the guide
- 5.5HR onboarding document captureNew-hire packets: I-9 and W-4 fields, keeping SSNs and bank numbers private, and tracking complete, signed packets.Read the guide
- 5.6How to extract structured data from PDFsManual entry, templates, learned extraction, desktop or cloud: what fits which job, and how to test a tool.Read the guide
More guides
Setup, workflows, records and the business case.
Getting set up
- CapturePoint 6 guideFrom a stack of paper to filed and named, on your own Windows PC.
- Content Central setup guideInstall Content Central on your own servers, step by step.
- Content Central quick startFind your way around, file documents and run your first search.
- Document scanning checklistSettings by document type, batching, separation, naming, the right PDF and checking every batch.
- Invoice processing checklistFrom intake to export, with the controls and exceptions to plan for.
Workflows and records
- Contract managementKeep contracts organized, approved and on time.
- File naming convention templateA naming pattern per document type, ready to copy and adapt.
- Compliance checklistA practical checklist for HIPAA, SOX and GDPR record keeping.
- Retention schedulesRetention templates you can adapt to your policy.
Planning and developers
- Invoice processing cost calculatorWhat your invoices cost today, from your volume, minutes and the share a person still reviews.
- Document management buyer’s guideWhat to look for when you choose a system.
- Developer hubREST APIs, the Zapier app and signed webhooks across the Ademero products.
- API referenceThe endpoints you will use most, grouped by what they do.
Need a guide we have not written yet? Tell us the topic
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CapturePoint 6
Skip straight to sorted documents.
CapturePoint 6 is cutting-edge local AI on your own PC. Scan a stack or drop in files and it splits, sorts, reads and names every document, then sends it to SharePoint, OneDrive, Google Drive, Dropbox, Content Central, Nucleus One or your own folders.
- Free trial starts the first time you open it, no form
- Priced per scanning station, with unlimited scanning
- Included for CapturePoint customers with active maintenance and support
Free live demo
Want a guided tour instead?
Book a free demo and we will show you around, answer your questions and run your real paperwork through it. No cost, no pressure.
- A live tour of the products that fit your work
- Your own documents, set up and shown working
- Your workflow and process, mapped with you
- Straight answers from people who build it
