Prism is a Partner Doc Record Doc System Doc Form Doc System Prism provides solutions in 5 out of top 7 categories -- One-Stop Shop ► ► ► ► ► Doc System On a scale of 1 to 5, please indicate the frequency with which various solutions are being asked about, with 1 being “never asked about” and 5 being “asked about frequently.”
Documents & the SMB Market Sweet spot for pricing -- $5K - $15K $10K - $25K $25K - $35K+ $35K - $50K+ You’ll have over 100 times more opportunity with the smaller companies than the larger companies based on # of firms.
Note : Concurrent means the total number of users accessing the DocRecord server at any specific time. Total number of users can be much larger.
Number of concurrent web users
Is automated batch scanning desired?
Is automated OCR ( optical character recognition ) and barcoding desired?
Note: OCR transforms a scanned document image (such as a TIFF) into a readable document, such as a PDF or Word doc
Scaling up is easily accomplished through license keys
DocRecord Desktop Client The DocRecord Desktop Client is the primary means of searching and retrieving files in DocRecord.
Folder Pane Files in DocRecord are organized into folders, which are displayed in a fully customizable tree structure.
Windows Security Security permissions can be set on files in DocRecord for all Windows users and groups, using the familiar Active Directory structure.
Awaiting Commit & Work In Process The Awaiting Commit and Work In Process folders provide “quality assurance” checkpoints on files coming in from the Automation Server, allowing for manual verification of indexing information before committal into DocRecord.
Index Field Choices Defining choices for a category index field limits the user to a predefined dropdown list of selectable index values.
Check In / Check Out Checking out a document allows the adding of annotations to the document, in addition to ensuring that no two users are attempting to edit the document at once.
Version Control & History Version control and history ensures that no previous versions of documents are lost, and includes the ability to view, purge, and roll back to previous versions.
Basic Search The Basic Search allows for the searching of keywords within any text searchable documents; the search results are then displayed with keyword highlighting and the ability to jump between keyword search hits in the document.
Advanced Search The Advanced Search allows for a variety of different searches, including searching within a category’s index fields.
Bates Stamping DocRecord provides the ability to create and apply a fully customizable Bates Stamp to a set of documents as they are printed out.
Web Searches DocRecord Web Client allows users to access files in DocRecord via a web browser.
Advanced Web Searches DocRecord Web Client users have access to the complete range of search tools that Desktop Client users have, including the Basic Search and Advanced Search.
Web Search Results Documents returned in the Search Results will appear, allowing Web Client users to view documents in their default viewer.
Automation Server The DocRecord Automation Server can be used to watch network shared folders for files coming in (from a scanner or other source), and those files can then be automatically OCR’d, indexed, and sent into DocRecord ready for archival.
OCR Templates OCR templates in the Automation Server can be used to setup zonal as well as full-page OCR regions; that information can then be used to automatically index the files as they are sent to DocRecord.
Automated Splitting of Scans Advanced conditional rules can be defined in conjunction with OCR triggers to handle batch scanning environments, including the intelligent detecting of different types of documents in a mixed batch scan.
Doc Record DocRecord Web Server DocRecord Desktop Client DocRecord Imaging Client DocRecord Print Server DocRecord Automation Server DocRecord API Manual Input • Desktop Manual Input • Web • Scanner • MFP Printer Manual Input • Any application can “print” a file to DocRecord Auto Input • Web • Scanner • MFP Printer Auto Input • DocForm • DocTransform • DocSystem • 3rd Party App Records stored in Microsoft SQL Server Local network document viewing and retrieval Internet document viewing and retrieval through Web browser