Filer for Intelligent Document Processing
Automatic Document Classification with Microsoft 365
What is IDP?
Data is powerful, but only when structured and accessible. With the rise of Machine Learning and LLMs, the demand for clean, categorized data has surged, yet much of it remains locked in unstructured formats like PDFs. Intelligent Document Processing (IDP) enables the extraction, classification, and organization of data from a wide range of documents, from text-heavy records such as tenancy agreements, engineering drawings, and patient files to numeric documents like invoices and expense reports. By applying IDP, businesses can automate the processing and filing of these documents, reduce manual data entry, ensure compliance and unlock valuable insights for analytics.
Why use IDP?
Human error rates in manual data entry range from
1% to 5%
Incorrect or incomplete data costs businesses approximately
$3trillion
annually in the U.S alone
For standard invoice processing
61%
of labor time is associated to correcting mistakes
IDP Use Cases
Accelerating tax
filling and audit
Digitizing paper records with automatic classification
Extracting data from invoices and bank statements
Automatically processing insurance claims
Extracting data from forms
Improving fraud detection
Collecting ML training data
Assessing exams
Benefits
Improved User Experience
Digital Transformation
Accuracy and Performance
Enhanced Productivity
How IDP with Filer works
Step
1
Pre-processing
Filer’s built-in IDP begins with standard pre-processing such as OCR, deskewing, despeckling, and noise reduction to enhance text accuracy. Filer’s own built-in capabilities deliver these high volume tasks at scale. Thus avoiding the unpredictable costs of an entirely consumption based model with Microsoft AI.
Step
2
Extraction
Once pre-processing is complete, Filer seamlessly integrates with Microsoft AI Document Intelligence and LLMs. These advanced models can be trained to recognize and extract key information from documents, enabling automation of downstream tasks such as auto-filing, applying permissions and retention policies, or validating data. For example, cross-referencing invoice amounts with purchase order values. This intelligent automation streamlines workflows, enhances accuracy, and reduces manual effort.
Step
3
Metadata Enhancement
While AI and LLMs continue to advance, achieving 100% accuracy remains a challenge. That’s why Filer is designed to enhance metadata by leveraging existing information from connected systems or data sources. For instance, if an AI model identifies that a document is linked to a specific supplier, Filer doesn’t rely on the model to extract all related details, like the supplier’s HQ address, if that data is already known. Instead, it automatically enriches the document using API integrations. This approach is more reliable, reduces dependency on complex AI tasks, and helps lower both operational costs and system complexity.
Step
4
Document & Metadata Output
The final step is to file the document for long-term storage. If you’re using Filer, this typically means storing it within Filer itself, which is built on SharePoint. Once the document has been classified and all relevant processes are complete, it’s automatically filed based on the extracted metadata. At this point, permissions, retention policies, and compliance rules are applied. If you need to send documents to another system, Filer’s API makes it easy, allowing you to export both the document properties and a JSON file containing the extracted data fields to any third-party platform.
Our old document storage solution held us back for years. Filer is the perfect solution to provide modern tools and flexibility to our university.
Filer atop SharePoint Online has enabled the council to accelerate delivery of our digital transformation programme by easing our users’ acceptance of change due to the powerful features and speed of access to digital corporate records.
As an NHS Trust, it is essential that we have the highest level of support for our SharePoint deployment. Mizorix excels with their knowledge and responsive customer service, and we’d always recommend them.
Request your Filer demo
Find out more about our Microsoft Document Management System, Filer through a demo!
Getting Your IT Team on Board?
Start Here
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Frequently Asked Questions
Not at all – SharePoint has some fantastic tools for productivity and collaboration you will still utilise.
Power Apps or Microsoft Forms, in fact, anything! It’s fully integrated into Power Automate, allowing data to be consumed from pretty much anywhere.
Filer has an OpenAPI – almost all modern-day systems will be capable of API integrations.
Yes – Filer provides the ‘Send to Filer’ action which allows direct document and content submission from any source using Power Automate (which works with any Microsoft licensing).
As part of the Microsoft 365 platform, you will be able to use Purview’s capabilities. In addition to this, Filer has the capability to redact and share specific documents with third parties with the Briefcase feature.
All your data never leaves your Microsoft tenant and therefore, all your IT Governance settings apply to Filer.
We use Power Automate for Filer, our Microsoft Document Management System’s workflow engine.
Only the higher tiers of Microsoft licensing such as E5 provide this out of the box where Filer would respect any configurations setup. Organisations without access to E5, would use Filer’s built-in engine which bridges this gap in functionality for E1 and E3 users.
Filer uses a combination of Microsoft AI Document Intelligence, Microsoft OpenAI and functionality built directly into Filer. This mix allows customers to utilize the leading capabilities of Microsoft AI natively but with reduced costs by performing large scale operations locally with FIler such as OCR, Resize and Convert functions.
Resources to help you
If you’re looking to digitise physical records, take a look at our end-to-end solution.
Need support getting your SharePoint strategy started?
Learn how SharePoint can be used for managing Legal Records and Cases.
Find out how Local Government are using SharePoint for the electronic document and records management.
