knowledge tree overview

Document Management Made Simple

The big problem.

60% of companies are faced with

document chaos AIIM State of ECM Industry Research, 2010

The other big problems.

Why is it so expensive to gain control

of my documents?

Why are document management

applications so hard to use?

Why can’t I get my documents when and

where I need them?

What is KnowledgeTree?

KnowledgeTree makes document management simple

Secure vault Global access Organized

documents

Team

collaboration

Lifecycle

management

Where are my documents?

Central online vault for

document storage:

• Drag & drop into vault

• Store any file type

• Preview and edit

documents online

• Access documents

from anywhere

How do I find my documents?

• Search document

contents and

properties

• Search within:

Microsoft Office,

OpenOffice.org, PDF,

Text, etc.

Can I customize descriptions?

• Add descriptive tags

• Create custom fields

• Property fields may be text, dates, rich-text, or pick lists

• All custom properties are searchable

How do I find what I need?

• Find what you need

with enhanced

previews

• Navigate quickly with

recent folders

How do I save time?

• Edit descriptions in

context

• Share easily from the

document page

• Launch workflows and

alerts in one spot

How do I find documents on the go?

• Search & find documents

on your mobile device

• View documents

anywhere

• Store documents securely

on your device

How do I manage documents on the go?

• Upload documents to your

online vault

• Notify team members

about latest updates

• Share documents from

anywhere

How do I access the latest version?

• Always have latest

versions on desktop

• Synchronized two-ways to

keep colleagues current

• Work offline, or on the go

• Complements

KnowledgeTree for Office

• Retain and track all versions

• Access previous versions

• Lock documents

• Get notified in Microsoft Office when opening an outdated version

How do I track versions?

How do I get alerted?

• Set alerts on a

single document

or class of

documents

• Trigger date can

be a fixed or

relative

Can I manage lifecycles?

• Define document

routing workflows

• Move documents

through the steps of

a workflow

• Report on which

documents are in a

workflow

Can I use scanned or faxed documents?

• Scan or fax directly

to your vault

• Integrate with

imaging software

from Kofax or

Capsys

How do I secure my documents?

• Secure data in transit via SSL

• Stay protected with SAS70 Type II

secure datacenters

• Simplify user control via LDAP, AD

& single sign-on

• Audit / report on document history

• Protect your assets with disaster

recovery and offline backup

How do I control access?

• Select document

permissions

• Create groups that reflect

your organization’s

structure

• Allocate users to groups

• Allow specific groups

access to folders and

documents

How do I share documents?

• Share documents and folders with coworkers and external parties

• Recipients receive email notifications

• Control whether sharing is read-only or read-write

How do I access from Microsoft Office?

• Access and edit documents

from within Microsoft Office

and Outlook

• Co-author documents with

coworkers

• Get notifications when new

versions are available,

merge with existing content

• Add emails or their

attachments to the vault

How is KnowledgeTree different?

• Easily and securely share documents

• Tools that support document lifecycles

• Continue using Microsoft Office tools

• Documents are available anywhere, anytime

• Download offline backups of your documents

• Integrate with Active Directory / LDAP / Single sign-on

• Cloud solution is always current -- no upgrades needed

• Many plans provide for unlimited users

New Value in KT v.2

Control Simplified Manage documents

with in context tools

Always Current Access documents

on your computer

Access Anywhere

View and manage documents on the go

Who is using KnowledgeTree? Select Customers

Secure vault Global access Organized

documents

Team

collaboration

Lifecycle

management

Document Management Made Simple