October 2009 Document Submission Archive Repository for Submission and Sharing  of Time-Sensitive Documents Document Solut...
Document Submission Archive <ul><li>Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing...
DSA Application Examples <ul><li>Vendor Invoice Processing </li></ul><ul><li>Customer Order Processing </li></ul><ul><li>P...
<ul><li>Efficient, paperless document submission process </li></ul><ul><li>Saves time, labor and money </li></ul><ul><ul><...
Document Submission Methods Direct Send Coversheet + Fax [email_address] eMai l + Subject: index1; index2; index3 Attachme...
Save from MS Office
EZ Barcode Generator
eMail Confirmation
Retrieval via eMail
SMARTi Web <ul><li>Log-in, password, 128-bit SSL encryption </li></ul><ul><li>Browse, Simple Query, Smart Query, Advanced ...
 
 
 
 
 
 
 
 
<ul><li>Built-in document / work routing  –  simple to set up, simple to use </li></ul><ul><li>Many applications  –  trans...
Workflow Routing
<ul><li>Transforming Business Documents into </li></ul><ul><li>Organized Information Assets </li></ul>www.filemark.com 508...
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SMARTi Document Submission Archive Presentation

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SMARTi Document Submission Archive Presentation

  1. 1. October 2009 Document Submission Archive Repository for Submission and Sharing of Time-Sensitive Documents Document Solutions
  2. 2. Document Submission Archive <ul><li>Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents </li></ul><ul><li>Easy document submission – via email, email attachments, fax or MFP scanner </li></ul><ul><li>Save (send) directly from MS Office or Outlook </li></ul><ul><li>Selective email archiving </li></ul><ul><li>Return eMails – for confirmations, error corrections or notifications </li></ul><ul><li>Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations </li></ul><ul><li>Support for document revisions, view revision histories </li></ul><ul><li>Secure, encrypted browser-based access to document repository </li></ul><ul><li>Quickly find documents and folders – by metadata query, query by example, query by email, content search, taxonomy browse or saved queries </li></ul><ul><li>All documents converted to PDF – for view, annotations, print, email and save </li></ul><ul><li>Required documents auditing, easy document workflow routing </li></ul><ul><li>On-line user registration with flexible document security </li></ul><ul><li>Software license or Private SaaS </li></ul>
  3. 3. DSA Application Examples <ul><li>Vendor Invoice Processing </li></ul><ul><li>Customer Order Processing </li></ul><ul><li>PoD Processing </li></ul><ul><li>Field Employee Reporting </li></ul><ul><li>Selective Email Archiving </li></ul><ul><li>Save (send) from MS Office </li></ul><ul><li>Loan Origination </li></ul><ul><li>Student Aid Qualification </li></ul><ul><li>Legal Discovery </li></ul><ul><li>Estate Planning </li></ul><ul><li>Tax Preparation </li></ul><ul><li>Signature Cards </li></ul>
  4. 4. <ul><li>Efficient, paperless document submission process </li></ul><ul><li>Saves time, labor and money </li></ul><ul><ul><li>Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and email </li></ul></ul><ul><ul><li>No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi </li></ul></ul><ul><ul><li>No need to prepare, scan and index incoming documents </li></ul></ul><ul><ul><li>Augments, reduces or eliminates centralized scanning and indexing </li></ul></ul><ul><li>Can be used as a clearing house for easy collection and sharing of time-sensitive documents from customers, vendors or employees </li></ul><ul><li>Consolidates documents from multiple sources and facilitates document sharing among multiple parties </li></ul><ul><li>Enables instantaneous transaction processing and selective email archiving </li></ul><ul><li>Improves document search, security, control and collaboration </li></ul><ul><li>Ensures procedural compliance and saves trees </li></ul>DSA Benefits
  5. 5. Document Submission Methods Direct Send Coversheet + Fax [email_address] eMai l + Subject: index1; index2; index3 Attachments CC or Fwd eMai l To: [email_address] t From: Subject: index1; index2; index3 Date / Time: Attachment: file name SMARTi Repository MFP Scanner + Subject: index1; index2; index3 eMai l
  6. 6. Save from MS Office
  7. 7. EZ Barcode Generator
  8. 8. eMail Confirmation
  9. 9. Retrieval via eMail
  10. 10. SMARTi Web <ul><li>Log-in, password, 128-bit SSL encryption </li></ul><ul><li>Browse, Simple Query, Smart Query, Advanced Query, Full Text Search </li></ul><ul><li>Search – Boolean, relational operators, wildcards, partial keywords, date / day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run </li></ul><ul><li>Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents </li></ul><ul><li>Image OCR option – for full text search of images </li></ul><ul><li>View and scroll thru multiple documents of any type in a single PDF </li></ul><ul><li>View multiple documents side-by-side </li></ul><ul><li>View as PDF or XLS ( COLD only ) </li></ul><ul><li>Up/down sorting of drawers, folders, documents and index fields </li></ul><ul><li>Workflow, searchable case notes and annotations </li></ul><ul><li>My Cart – Checkout, Export selected data to Excel, PDF batch print, save or email </li></ul><ul><li>Add or change index values </li></ul><ul><li>Change user password </li></ul><ul><li>Email notification with URL link to SMARTi Web to view document and use workflow </li></ul><ul><li>Automatic session termination, support for authentication cookies </li></ul>
  11. 19. <ul><li>Built-in document / work routing – simple to set up, simple to use </li></ul><ul><li>Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support </li></ul><ul><li>Document-centric – work items are SMARTi documents with case notes ( emails, images, faxes, office docs, reports, etc. ) . </li></ul><ul><li>Secure work item routing – pre-defined users, roles, groups, states </li></ul><ul><li>Optional notifications via eMail – reminders, timed escalation </li></ul>SMARTi Workflow
  12. 20. Workflow Routing
  13. 21. <ul><li>Transforming Business Documents into </li></ul><ul><li>Organized Information Assets </li></ul>www.filemark.com 508-865-4844 Document Solutions
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