smarti document submission archive presentation

Document Solutions Document Solutions Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation


October 2009

Document Submission Archive

Repository for Submission and Sharing of Time-Sensitive Documents



Document Submission ArchiveDocument Submission Archive

• Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents

• Easy document submission – via email, email attachments, fax or MFP scanner

• Save (send) directly from MS Office or Outlook• Selective email archiving • Return eMails – for confirmations, error corrections or notifications

• Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations

• Support for document revisions, view revision histories• Secure, encrypted browser-based access to document repository• Quickly find documents and folders – by metadata query, query by example, query

by email, content search, taxonomy browse or saved queries

• All documents converted to PDF – for view, annotations, print, email and save

• Required documents auditing, easy document workflow routing• On-line user registration with flexible document security• Software license or Private SaaS

• Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents

• Easy document submission – via email, email attachments, fax or MFP scanner

• Save (send) directly from MS Office or Outlook• Selective email archiving • Return eMails – for confirmations, error corrections or notifications

• Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations

• Support for document revisions, view revision histories• Secure, encrypted browser-based access to document repository• Quickly find documents and folders – by metadata query, query by example, query

by email, content search, taxonomy browse or saved queries

• All documents converted to PDF – for view, annotations, print, email and save

• Required documents auditing, easy document workflow routing• On-line user registration with flexible document security• Software license or Private SaaS



DSA Application ExamplesDSA Application Examples

• Vendor Invoice Processing

• Customer Order Processing

• PoD Processing

• Field Employee Reporting

• Selective Email Archiving

• Save (send) from MS Office

• Loan Origination

• Student Aid Qualification

• Legal Discovery

• Estate Planning

• Tax Preparation

• Signature Cards

• Vendor Invoice Processing

• Customer Order Processing

• PoD Processing

• Field Employee Reporting

• Selective Email Archiving

• Save (send) from MS Office

• Loan Origination

• Student Aid Qualification

• Legal Discovery

• Estate Planning

• Tax Preparation

• Signature Cards



Efficient, paperless document submission process

Saves time, labor and money• Eliminates the need to copy and mail or physically deliver time-sensitive paper

documents – just fax to SMARTi or scan and email

• No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi

• No need to prepare, scan and index incoming documents

• Augments, reduces or eliminates centralized scanning and indexing

Can be used as a clearing house for easy collection and sharing of time-sensitive documents from customers, vendors or employees

Consolidates documents from multiple sources and facilitates document sharing among multiple parties

Enables instantaneous transaction processing and selective email archiving

Improves document search, security, control and collaboration

Ensures procedural compliance and saves trees

Efficient, paperless document submission process

Saves time, labor and money• Eliminates the need to copy and mail or physically deliver time-sensitive paper

documents – just fax to SMARTi or scan and email

• No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi

• No need to prepare, scan and index incoming documents

• Augments, reduces or eliminates centralized scanning and indexing

Can be used as a clearing house for easy collection and sharing of time-sensitive documents from customers, vendors or employees

Consolidates documents from multiple sources and facilitates document sharing among multiple parties

Enables instantaneous transaction processing and selective email archiving

Improves document search, security, control and collaboration

Ensures procedural compliance and saves trees

DSA BenefitsDSA Benefits


Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation Direct SendDirect Send

Document Submission MethodsDocument Submission Methods

CoversheetFax

eMaill

Subject: index1; index2; index3Attachments

CC or Fwd eMaill

To: [email protected]

From:

Subject: index1; index2; index3

Date / Time:

Attachment: file nameSMARTi

Repository

MFP Scanner

Subject: index1; index2; index3

eMaill

[email protected]@filemark.com



Save from MS OfficeSave from MS OfficeSave from MS OfficeSave from MS Office



EZ Barcode GeneratorEZ Barcode Generator



eMail ConfirmationeMail Confirmation



Retrieval via eMailRetrieval via eMail



SMARTi WebSMARTi Web

• Log-in, password, 128-bit SSL encryption

• Browse, Simple Query, Smart Query, Advanced Query, Full Text Search

• Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run

• Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents

• Image OCR option – for full text search of images

• View and scroll thru multiple documents of any type in a single PDF

• View multiple documents side-by-side

• View as PDF or XLS (COLD only)

• Up/down sorting of drawers, folders, documents and index fields

• Workflow, searchable case notes and annotations

• My Cart – Checkout, Export selected data to Excel, PDF batch print, save or email

• Add or change index values

• Change user password

• Email notification with URL link to SMARTi Web to view document and use workflow

• Automatic session termination, support for authentication cookies

• Log-in, password, 128-bit SSL encryption

• Browse, Simple Query, Smart Query, Advanced Query, Full Text Search

• Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run

• Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents

• Image OCR option – for full text search of images

• View and scroll thru multiple documents of any type in a single PDF

• View multiple documents side-by-side

• View as PDF or XLS (COLD only)

• Up/down sorting of drawers, folders, documents and index fields

• Workflow, searchable case notes and annotations

• My Cart – Checkout, Export selected data to Excel, PDF batch print, save or email

• Add or change index values

• Change user password

• Email notification with URL link to SMARTi Web to view document and use workflow

• Automatic session termination, support for authentication cookies



• Built-in document/work routing – simple to set up, simple to use

• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support

• Document-centric – work items are SMARTi documents with case notes (emails, images, faxes, office docs, reports, etc.).

• Secure work item routing – pre-defined users, roles, groups, states

• Optional notifications via eMail – reminders, timed escalation

• Built-in document/work routing – simple to set up, simple to use

• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support

• Document-centric – work items are SMARTi documents with case notes (emails, images, faxes, office docs, reports, etc.).

• Secure work item routing – pre-defined users, roles, groups, states

• Optional notifications via eMail – reminders, timed escalation

SMARTi WorkflowSMARTi Workflow



Workflow RoutingWorkflow Routing



Transforming Business Documents into Organized Information Assets

Transforming Business Documents into Organized Information Assets


www.filemark.com

508-865-4844508-865-4844

smarti document submission archive presentation

Documents

document search

smarti documents

document repository

fax email

document revisions

email attachments

business documents

email confirmation