RESTinCloud Module

From the document to the record, without retyping the data

Capture photos and PDFs into a searchable archive, automatic reading proposes the recognised data and you check it before reusing it.

In a funeral home documents arrive through different channels: a photo on the phone, a PDF by email. Then it is up to you to find them again, read them and retype the same data when you open the record.

With Document Reading (OCR) in RESTinCloud, the management software for funeral homes, you capture an ID card or a PDF, even from your phone, and file it straight away in a searchable archive. You pick category and title, start the automatic reading, and a single screen shows document type, recognised data, processing status and confidence level: the check stays with you. From there you create a pre-filled record as deceased, contact person or relative.

What it takes off your plate

Capture from your phone too

ID cards or PDFs enter the archive from the device in your hand, with no intermediate steps.

Original kept

The source file stays next to the data that was read: you can always go back to it and compare.

Check before reuse

Document type, recognised data, processing status and confidence on a single screen: you verify, then you proceed.

Searchable archive

Search by name or category and open the detail, without digging through folders, chats and inboxes.

Pre-filled record

From the document detail you create the record as deceased, contact person or relative, already populated with checked data.

Fewer transcriptions

The same data is not typed a second time: it moves straight from the document to the record.

Before and after, on the same job

Before With RESTinCloud
Photos and PDFs scattered across phone, email and folders One archive, searchable by name or category
Data read on screen and retyped into the record Automatic reading proposes, the operator verifies
Original lost once the data has been transcribed Source file kept alongside the recognised data
The same person re-entered by hand for every record From the same document you pick the role and create the record
3
possible roles from one document: deceased, contact person, relative
4
items on the review screen: type, data, status, confidence
1
searchable archive for photos and PDFs, with the original kept

Examples based on a verified demo workflow; data and people in the videos are entirely synthetic.

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