Open Source Document Management System | OpenKM

Hi Team,

I have installed openkm community edition on ubuntu 20.04. And I need to do below tasks.
We need to test with community and go for a license one if any.

Request to provide some document/videos to achieve this.

The documents should be uploaded from scanner or from a from folder
1) Invoices
2) Related document from different departments need to upload and attached with invoice.
3) While uploading, details like invoice number, customer code , etc would manually provided
4) Based on the invoice number, application would collect predefined data from the ERP system through APIs
5) During the time when a search is made with invoice number or other parameter; along with the invoice copy, details collected from ERP system also would be available.

Thanks

All these actions can be done by OpenKM, but someones like connection between ERP and OpenKM require some customization. You can do with CE, but some extra feature what may have interest for you only exist for Professional. I will share some videos what may have some interest ( indicating what is exclusive for professional )

professional and CE
* https://www.youtube.com/watch?v=jYkRItZ ... e=emb_logo ( capture metadata, thirdpary integration )
* https://www.youtube.com/watch?v=Gd2UylU ... e=emb_logo ( basic scanner tool )
* https://www.youtube.com/watch?v=zLRjkNrSp40 ( hot folder -> may be not much interesting in your scenario )
* plugin architecture https://docs.openkm.com/kcenter/view/ok ... ction.html in combination with automation events https://docs.openkm.com/kcenter/view/ok ... ation.html will help on intercept metadata , connect to ERP and capture missing data ( the connection between ERP and OpenKM can be done in several manners, it depends on how can access to the ERP ) -> may be real time action or delayed based in a background cron what periodically get the missing fields from the ERP.

professional
* https://www.youtube.com/watch?v=TkYS33I ... e=emb_logo ( capture metadata )
* https://www.youtube.com/watch?v=G2cSOoi ... e=emb_logo ( scan station )
* https://www.youtube.com/watch?v=do-uVuk ... e=emb_logo ( wizard catalog -> basic sample about how to build own UI)

Thanks for the reply.

I will try given options.

Few more question, I did not see any option for OCR in administration page of openkm.

Configured OCR with below link

https://docs.openkm.com/kcenter/view/ok ... ngine.html

Also, whether any option to integrate openkm with ERP using API?

I am using community Version: 6.3.11 (build: d7abb25).

Need to use workflow?

any plugins need to install? if yes, any document ?

* OCR templates feature is only available for professional edition.
* About integration should describe the wished integration with small description, for example ( when something happens in the ERP I want to upload a document from ERP to OpenKM, etc... ). Because the word "integration" can means a lot of things, someone easy other more complex.

Will OCR basic feature work in openkm community edition GUI not the template?

I want to upload a document from ERP to OpenKM

Yes, the OCR engine works into OpenKM but this feature only is used to extract content from document to being indexed by lucene and later be able to search by content.

About import documents from ERP to OpenKM, have several options, it depends if you with in future to get this documents from OpenKM to ERP or only are interested on keep these document in OpenKM and will not be retrieved from the ERP. What is your scenario?

And a final question. Only wish to upload binary files or also are interested in keep metadata -> that will help later to find a document quickly.