eDoc Organizer – Home Edition

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If you’re like me you at least have one room in your home that is cluttered with paperwork whether it is bills, statements, school work or anything else that pretty much you got in the mail or thought would be great to have it printed. For some reason after packing my stuff up from my parents house when I moved out I still have boxes that I go through and I have tons of paperwork from college — everything from notes, to articles and more…why I felt the need to keep this is beyond me. I go through it and the information is still good and yet somewhat valid and I would like to keep it on hand to refer too.  I just don’t want it taking up space any more and neither does my wife.  The solution, is to scan all the documents with a sheet-feed scanner, scan to a pdf, run through OCR so I can easily search too.

There are a variety of software programs out there for document scanning and organization and some are very expensive but if you are looking for one that will easily scan, categorize, run ocr on the documents and more than e-Doc Organizer may be the title for you.  We originally reviewed one of the first version of eDoc organizer when it first hit the market and Damn Good Reviews first started and at that time we loved it. Now having gone through a bunch of updates and modifications to make the software better we wanted to review the software again.

Installation

Software setup and installation was very simple and straightforward. I used the download version on the software which downloaded quickly. Once downloaded I launched the installer and it asked  the normal questions including where I wanted to install the software etc.  Installation took only about 5 minutes or so.

First Look

The first time you start e-doc organizer it may look a little overwhelming with all the buttons and options but really when you look around it’s not that crazy at all..in fact it is very simple interface and extremely user friendly. The company has also produced some great training videos and documentation that any one can view to learn more about the software and features.

Scanning a Document

The software supports all twain and WIA scanners and I tried it with the two I have..one is a Canon flatbed scanner and the other is a multi document sheet feed HP Scanjet — both connected with no problems. Since I was scanning multiple documents I choose to use the Scanjet (Hint – to break up scans you can insert white page where you want the break and enable the feature..pretty cool)

E-Doc offers a variety of scan options for the documents and OCR is enabled automatically on the documents — which can always be turned off if you choose. Once the document type was selected I clicked scan and it took a few seconds to connect to the scanner and away it went.

Once scanned, I was able to tag and organize the documents to help easily find and organize them in addition to being able to search for words based on the ocr feature.  Scanning was so simple and the steps are very straight forward to tag the document how you want.

Organizing and Finding Document

Finding the documents is so easy in eDoc organizer — you can search by words, documents names, tag and categories. Type or click on the info you are looking for and bam all the documents that match your search appear in the window.  You can then open the document — search for something more specific if you like or save to a pdf, e-mail the document and more.

Options

For anyone looking to clean up your document mess e-Doc organizer has plenty of options to help you get the task done. Some additional options and features include:

  • Cloud Storage

  • Drag and drop labels onto the thumbnail of a document

  • Import and email documents

  • Support all scanners with WIA or TWAIN drivers

 Overall thoughts

I loved the original version of eDoc organizer that I reviewed for a magazine and DGR a few years back and I this version is even better with the speed, scanner support, easy to use interface, and feature set.  For a full software overview and demo watch the video below.

From the publisher:
eDoc Organizer is a software document management system for homes and businesses. Whether you need to keep track of your scanned documents or the documents on your PC, you’ll be amazed at what eDoc Organizer will do for your life. Our simple color coded labeling system combined with our intuitive search engine ensures you will find the files you’re looking for quickly and easily. eDoc Organizer is built on the latest technology with a sleek and modern user interface.

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