IRIS: Document Classification and Data Capture Training Course


IRIS is an Enterprise Content Management (ECM) system. With IRIS, users can automate document classification and data capturing.

This instructor-led, live training (online or onsite) is aimed at content managers who wish to optimize and update company content with IRIS.

By the end of this training, participants will be able to:

  • Improve business reports using IRISXtract.
  • Use IRISPowerscan to file documents automatically.
  • Process purchase orders, accounts payable, automate email extraction, and more with solution packages.

Format of the Course

  • Interactive lecture and discussion.
  • Lots of exercises and practice.
  • Hands-on implementation in a live-lab environment.

Course Customization Options

  • To request a customized training for this course, please contact us to arrange.



  • An understanding of content and document types


  • Content Managers

Course Outline


IRIS in Depth

  • The Anatomy of IRIS
  • What are the benefits of using IRIS

IRISXtract at Glance

  • Solutions and automation

IRISPowerScan Overview

  • Content scanning, importing, filing, exporting, and indexing
  • iHQC technology

Preparing the Development Environment

  • Installing and configuring IRISXtract
  • Installing and configuring IRISPowerScan


  • Processing structured forms
  • Processing unstructured documents
  • Processing a hybrid form
  • Extracting using form and free-form methods
  • Routing content to a system
  • Importing using multi-channels
  • Configuring classification
  • Using fields for document types
  • Working with solution packages


  • Using a Quick Project
  • Working with solution packages
  • Creating a project
  • Importing/exporting a project
  • Capturing and processing images
  • Defining bar codes and patch codes
  • Setting up properties
  • Using indexing
  • Processing connectors and options
  • Running emulation images
  • Capturing existing files

Summary and Conclusion

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