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What is InsDoc? Can I burn the documents I have in InsDoc to CD/DVDs?
What can I do with InsDoc? Can I use my copy machine to scan to InsDoc?
Where are my documents? Which scanners work with InsDoc?
How do I learn how to use InsDoc? How do I scan documents with InsDoc?
How does InsDoc differ from other scanning solutions? How do I import electronic files into InsDoc?
Do I have to sign a contract? How do I find my documents in InsDoc?
How do I buy InsDoc? Can I customize the way I search for documents?
What if have billing questions? How do I index files in InsDoc?
How do I change my credit card/billing information? How do I email files from InsDoc?
Is my credit card and billing information secure? How do I print files from InsDoc?
Where do I go for more information? How do I view files in InsDoc?
What are your customer support hours? How do I backup my documents in InsDoc?
How do I reach a customer support representative? How do I install InsDoc?
What does InsDoc use for data transmission security? What are the minimum system requirements for InsDoc?


 


What is InsDoc?

 

 

InsDoc is the easiest to use, most affordable document imaging solution on the market today.

With InsDoc, you can scan, index, store, access, search for, view, print, email, and backup your company's corporate documents.

 

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What can I do with InsDoc?

 

InsDoc is a complete document imaging solution. It allows your company to:

Scan documents one-at-a-time or in batches

Import files from a PC or Copy Machine/MFP

Index (tag) documents with customizable index fields

Search for documents

View, print, and email files directly from the software

Access files from anywhere at anytime

Assign user level security to document types

Export files at anytime for a local backup

For more information, visit our Product Overview page or get your Free Trial .

   

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Where are my documents?

 

Your documents and index information are stored remotely in a secure data center location. This data center is where the InsDoc server farm is located. Both our servers and databases are redundant and backed-up for optimum availability, reliability, and disaster readiness.

In addition to the backup we provide at our data center, every InsDoc customer can backup their files locally at anytime. Simply go to the Backup button located on the toolbar and choose a location to export your files to, such as a PC, server, or removable USB hard drive. InsDoc will then export all of your files in their original format to this location. During subsequent backups, the system will perform an incremental backup in order to expedite the process. If you need to search your backup directory, simply right click the folder and use the Windows search to locate your files by their file names.

Absolutely cannot have your documents offsite? We can install InsDoc on your PC or server. Call for license based pricing.

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How do I learn how to use InsDoc?

 

InsDoc was designed to be easy to use. When you download InsDoc, you will be provided with an intuitive user guide along with your account information such as user name, password, and account name. In addition, we will provide your company with an initial web based training seminar at no cost.

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How does InsDoc differ from other scanning solutions?

 

InsDoc is easier to use, so you do not need to pay thousands of dollars for a technician to come onsite to configure and train you on the software.

InsDoc is the only scanning software that provides a free no limit trial and low price point ($139) for small to medium businesses.

InsDoc is the only solution that allows you to secure your documents offsite at a data center and onsite at your office for the ultimate in security and disaster readiness.

InsDoc is the quickest document imaging software to deploy and manage.

InsDoc allows any size company, in any industry, to benefit from the efficiency of a paperless office.

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Do I have to sign a contract?

 

No. InsDoc is a month to month service and you can cancel at anytime. Upon cancellation, your account will be marked to expire and you will have the rest of that month to export your files out of the system using our built-in export tool. If you do not remove your documents within that time period, you will have to pay for an additional month of service to reactivate your account and complete the export.

If you pay for InsDoc on an annual basis, you will not receive a refund for the remaining months that you paid for. Your account will be expired upon your notification to us via email that you have finished exporting your data and no longer need access to your InsDoc account.

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How do I buy InsDoc?

 

InsDoc is billed either monthly or annually via credit card. If you would like to receive an invoice in the mail instead, you are required to choose either an annual or license based pricing plan. Contact or email us if you require paper billing.

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What if I have billing questions?

 

Please contact us at 1.866.467.4753 or email us at sales@InsuranceIsland.com with billing questions. Please have your account information and credit card when you call.

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Is my credit card and billing information secure?

 

Yes. InsDoc uses 128-bit SSL encryption when transmitting your credit card information.

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Where do I go for more information?

 

Please check our website for the most current product and pricing information. If you would like to talk to one of our document scanning consultants, contact us at sales@InsuranceIsland.com or call us at 1.866.467.4753. Complete contact information is available on the Contact Us page of the website.

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What are your customer support hours?

 

Our customer support hours are from 8am to 5pm Monday through Friday EST.

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How do I reach a customer support representative?

 

Either e-mail us at sales@InsuranceIsland.com or call us at 866.467.4753 ext 1. E-mail is the preferable method as it will usually result in a faster response to your issue. Please include your account name, contact e-mail, contact phone number, and a description of your issue in the e-mail.


What does InsDoc use for data transmission security?

 

InsDoc uses 128-bit SSL encryption when sending and retrieving information from the repository. SSL encryption is the de facto standard for Internet security and is used by banks, credit card companies, online retailers, and government agencies.

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Can I burn the documents I have in InsDoc to CD/DVDs?

 

Yes. You can export your files from InsDoc at anytime and use any CD/DVD burner to create your own CD/DVDs.

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Can I use my copy machine to scan to InsDoc?

 

Yes. If your copy machine is scan enabled (contact your dealer to find out), you can scan files to a network folder where you can then import them into InsDoc for indexing and storage in the repository.

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Which scanners work with InsDoc?

 

Any TWAIN driver scanner will automatically work with InsDoc. Simply attach the scanner to the computer, load the drivers from the CD, and start scanning.

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How do I scan documents with InsDoc?

 

InsDoc allows you to either scan files one-at-a-time or in batches. When scanning batches (multiple-files-at-one-time), InsDoc allows you to print barcode pages or stickers that act as separators. These separators tell the software where one file begins and ends. InsDoc can also be configured to separate documents manually or by setting the document page length if they are consistent (e.g. If all documents are one page invoices, set separation to fixed pages equals one page). For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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How do I import electronic files into InsDoc?

 

InsDoc allows you to upload and index electronic files (Excel, Word, PDF, TIFF, etc.) using the import button. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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How do I find my documents in InsDoc?

 

InsDoc offers both simple and advanced search features to locate files quickly and efficiently. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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Can I customize the way I search for documents?

 

Yes. You can create document types in InsDoc that each have their own unique index fields. For example, you can create an invoice document type that contains an invoice number field and a contract document type that contains both a name and contract number field. There are no limits on the number of document types and fields per document type that you can create.

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How do I index files in InsDoc?

 

InsDoc allows you to build document types for each category of file you want to scan or import into the system. For example, if you wanted to scan contracts, you could configure a document type that had two index fields: contract number and contract type. For the contract type, maybe you want to have a drop down menu with three choices: vendor contracts, services contracts, and legal contracts.

After you configure this document type, you will scan or import your files. At scan or import, you will be able to key in the contract number and select the contract type from the drop down list. This will tag the documents and provide the criteria you will use to search for them in InsDoc. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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How do I email files from InsDoc?

 

InsDoc allows you to select a document or pages of a document and email them directly from the software. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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How do I print files from InsDoc?

 

InsDoc allows you to select a document and print it directly from the software. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.

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How do I view files in InsDoc?

 

InsDoc has a built-in viewer that provides both thumbnails and a full view of documents. For more information, visit our Product Overview page or refer to the User Guide that accompanies our Free Trial.


How do I backup my documents in InsDoc?

 

InsDoc has an export tool that allows you to select individual files or your entire repository and export the documents to a PC, network server, or removable hard drive for backup. Upon repeated backups to the same location, InsDoc performs incremental backups to expedite the backup process.

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How do I install InsDoc?

 

To install InsDoc, each user needs to download and run the InsDoc .exe from the link that is provided when you register for an account. Once installed, the user needs to input their username, password, and account name to use InsDoc.

To learn more about this, go to http://www.insuranceisalnd.com/download.htm.

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What are the minimum system requirements for InsDoc?

 

Microsoft Windows 2000 or Windows XP

Pentium 1+

128MB RAM Memory

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