How Can I Improve Work Speed and Efficiency in iDP

Overview

iDP provides several features that can help reduce manual work, speed up document processing, and improve overall workflow efficiency. By using rules, validations, templates, bulk actions, and automation features, you can process documents more quickly and consistently.

How Can I Work Faster in iDP?

You can improve processing speed by configuring automation rules to enrich extracted data and using pre-configured Excel, CSV, or XML templates for recurring document formats. This reduces the amount of manual data entry and mapping required for each document.

What Are the Best Practices for Quick Processing?

The following practices can help speed up your workflow:

• Configure rules and validations in advance so documents are automatically enriched and checked.

• Use bulk actions such as OK All in iList.

• Use multi-select Reviewed actions from the listing page.

• Enable Auto Combine when processing related documents, such as invoices and packing lists.

• Customise the listing page to display only the columns relevant to your workflow, making document review quicker.
  
  

How Do I Reduce Manual Effort?

You can reduce repetitive tasks by using IDP's built-in features:

• Distribute – Automatically allocate values across multiple items.

• Copy, Move, or Expand – Apply a value across multiple fields or items.

• EU Scheme – Apply the scheme with a single click instead of updating items individually.

• Doc Training and iTeach – Improve extraction accuracy over time and reduce the number of manual corrections required for recurring document layouts.
  
  

How Can I Optimise My Workflow?

You can optimise your workflow by combining automation with structured document review.

Use status tracking to prioritise documents that require attention:

• In Progress – Documents with validation issues.

• Ready to Review – Documents with no validation issues and ready for review.

• Completed – Documents that have been reviewed.

• Submitted – Documents where the final submission or action has been completed.

You can also use Advanced Search and Filters to quickly locate specific documents.

For recurring document formats, configuring standard Excel, CSV, or XML templates can further reduce repetitive mapping and data-entry tasks.

Need Help?

If you need assistance with improving your iDP workflow or using any of the efficiency features, contact the iCustoms Support Team: Contact Support Team