Used by Law firms ..
- as a Scanning / OCR solution (EHL Group)
- complete debt management system (Addlestone Keane)
- data import/processing tool
- reporting tool
Excel Database Tasks (EDT) can be used to validate and upload and process data from the content of files or attach entire files to the Partner for Windows database.
In particular EDT is designed to create tasks that integrate nicely with stored procedures for example loading account slip information by batch.
Load data from any source:
- Process numerous fields in a folder - the lean OCR Scanning Solution
- CSV file content
- Excel file content
- Windows clipboard
- or generally any other data source.
One very useful fact is that EDT validates the data before it is finally sent, integrating easily with the Validation also included with Tikit's procedure spInsertPostingSlip.
Data can also be sent to other P4W procedures, such as sp_CreateEntity, or sp_CreateMatter, or your own custom procedure.
In addition data can be sent to certain tables, containing budget information for example.
The key benefit of using EDT for such jobs is the built in Data Validation that EDT provides, along with the ability to add any number of additional validation rules you may require.
EDT also happens to be a great Reporting and Data maintenance tool too !
If you would like some help with EDT, no problem, just drop us an email at support@LeanSoftware.net or Contact Us online.