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FileBound – SharePoint Integration
• What is SharePoint?– SharePoint is a diverse tool that is built to
meet the needs of many.
– A enterprise information portal developed by Microsoft, that can be configured to run Intranet, Extranet or Internet sites.
– Allows people, teams and expertise to connect and collaborate.
What is SharePoint?
• Transactional Content– Scanned Images– Computer Reports– Forms– Fax– Corporate Records– Document Correspondences
• Examples– Invoices, Loans, Claims
• Technologies– Imaging– E-Forms– Cold/ERM– Document Management– Workflow/BPM
• Business Content– Office Documents– Web Content– Corporate Records– Messages
• Examples– Sales Proposals, Technical Docs
• Persuasive Content– Web content– Product Catalogs– Rich Media– Collateral– Blogs/Wikis
Types of ECM Content
• SharePoint ECM Options
• SharePoint with 3rd party application integrated.
• Applications developed on SharePoint by end user.
• 3rd Party document management systems built on top of SharePoint.
SharePoint ECM Options
• Why FileBound makes sense?
• Unlimited user license• Ease of use • Free integration with SharePoint• Easy to Install and configure
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFIntegration Overview
Quick and Seamless IntegrationThe integration with SharePoint will provide document
imaging, document capture and integrated search to
SharePoint users. When using the new FileBound Version
5.0, the integration is easy to install, requires no custom
coding and works with all versions of SharePoint, including
Windows SharePoint Services (WSS).
Web Parts
• FileBound Assigned Documents• FileBound Project Navigator• FileBound Search• SharePoint Integrated Search
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFIntegration Overview
Four Available Web Parts
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
FileBound Assigned Documents
FileBound Web Parts - FileBound Assigned Documents
Assigned Documents
• Displays Documents Assigned to User• User can Select Project to Display
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Assigned Documents
Assigned Documents
• Selecting File Launches FileBound Viewer
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Assigned Documents
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
FileBound Search
FileBound Web Parts - FileBound Search
FileBound Search
• Search FileBound Key Field• User can Select Project to Search• Opens FileBound Search Results ScreenWireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
Anderson
FileBound Web Parts - FileBound Search
FileBound Search
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Search
FileBound Search
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
Results Can Be Displayed In-Frame
FileBound Web Parts - FileBound Search
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
SharePoint/FileBound Integrated Search
FileBound Web Parts - SharePoint/FileBound Integrated Search
Anderson
Integrated Search
• SharePoint Results• FileBound Results
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - SharePoint/FileBound Integrated Search
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
FileBound Project Viewer
FileBound Web Parts - FileBound Project Viewer
Project Viewer
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF
FileBound Project is Launched
FileBound Web Parts - FileBound Project Viewer
Quick and EasyConfiguration
Add Web Part
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration
Edit the Shared Page
Add Web Part
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration
Select Web Parts to Add
Configuring Web Part
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration
Configure Web Part Settings
Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFComplete SharePoint Site with Integrated FileBound Web Parts
Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound/SharePoint Integration – A Great Combination!
A Great Combination!
The FileBound Content Management Solution provides
easy to configure workflow and e-form functionality out of
the box. The powerful combination of SharePoint and
FileBound provides an enterprise solution, made up of best
in class technology for document imaging and collaboration
portals.