FILING ASSIST

Shorter processing cycles. Fewer errors. Faster results.

Filing Assist: Structured, automated document filing for modern workplaces

Filing Assist streamlines document capture, indexing, and storage, helping IT teams accelerate digital transformation and reduce the manual work that slows business processes.
When paired with Canon multifunction devices, Filing Assist brings automated batch scanning, intelligent document recognition, and consistent metadata creation to every department.

Automated batch scanning with Filing Assist

Filing Assist uses pre-configured scan workflows to simplify bulk document capture. This makes it ideal for repetitive, high-volume scanning of various document types, such as:

  • Invoices
  • Delivery notes
  • Picking lists
  • Orders
  • Any repetitive document type

By combining Canon devices with uniFLOW Online, organizations create a seamless end‑to‑end scanning process that ensures accuracy and consistency at scale.

Boost efficiency with intelligent, pre‑configured workflows

After users authenticate at the device, they select a workflow and start scanning, no additional setup required.

How it works

  • Automatic document recognition: Each file is identified through document structure and fixed text positions.
  • Smart metadata extraction: File names and metadata fields are pre-filled automatically.
  • Validation in uniFLOW Online Scan Center:
  • Users can quickly review and correct auto-populated data
  • OCR results can be edited or adjusted when needed.
  • Optional “no‑validation” mode: For low‑error, standardized documents, validation can be skipped entirely, and files are routed directly to the destination system.
  • Transfer & storage: Upon completion, documents are securely transferred to the designated DMS or cloud-based scanning destination.

This significantly reduces manual indexing, minimizes human error, and ensures documents are consistently named and filed.

Automation with Filing Assist

Intelligent forms recognition eliminates manual data entry by automatically assigning the right file name, metadata, and structure. Organizations gain fast, reliable document retrieval, elimination of manual indexing tasks, and consistent filing across all departments.

Smart filing

Classify and name documents using OCR detection and metadata extraction.

Batch scanning

Split large document sets into individual files using predefined rules.

Scan any paper size up to A3

Accelerate digitization with high-speed, auto-recognition scanning.

Cloud storage

Store files in structured directory paths across leading cloud services.

My Filing Assist: Self‑service scanning for one‑off documents

My Filing Assist is designed for ad-hoc, single-document scanning that still requires proper naming and structured archiving.

It’s especially suited for departments handling sporadic but sensitive documents, including:

  • Performance reviews
  • End-user license agreements
  • Confidentiality agreements
  • Real estate documentation
  • Application forms
  • Employment contracts
Create simplicity and save time

Users authenticate at the device, select the My Filing Assist workflow, and initiate scanning immediately.

How it works

  • Automatic upload & processing: Documents are uploaded and processed automatically, requiring no additional user actions.
  • Select destination settings: At their workstation, users choose the destination system, target folder, and desired file format.
  • Configure intelligent file naming: Users select one or more OCR text blocks to generate accurate file names and ensure correct document placement within the storage structure.
  • Review & confirm: Users verify the selected job properties and destination settings.
  • Transfer & storage: Once confirmed, the document is sent directly to its final destination.

After confirming the job properties, the document is sent directly to its final destination. This streamlined process reduces administrative workloads and helps maintain compliance with organizational filing standards.

  • How Filing Assist streamlines document processing

  • Reduces operational costs by automating manual filing and indexing
  • Improves accuracy through OCR, metadata extraction, and intelligent document recognition.
  • Accelerates digital transformation across departments and processes.
  • Enhances compliance by enforcing consistent naming conventions and storage rules
  • Boosts productivity with faster document capture, validation, and retrieval.