Document Management Made Simple
The big problem.           60%   of companies are faced with        document chaos                   AIIM State of ECM Ind...
The other big problems.         Why is it so expensive to gain control         of my documents?         Why are document m...
What is KnowledgeTree?KnowledgeTree makes document management simple    Organized                   Global access         ...
Where are my documents?Central online vault fordocument storage:• Drag & drop into vault• Store any file type• Preview and...
How do I find my documents?• Search document  contents and  properties• Search within:  Microsoft Office,  OpenOffice.org,...
Can I customize descriptions?• Add descriptive tags• Create custom fields• Property fields may  be text, dates, rich-  tex...
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 ...
How do I find documents on the go?• Search & find documents  on your mobile device• View documents  anywhere• Store docume...
How do I manage documents on the go?• Upload documents to your  online vault• Notify team members  about latest updates• S...
How do I access the latest version?• Always have latest  versions on desktop• Synchronized two-ways to  keep colleagues cu...
How do I track versions?• Retain and track all  versions• Access previous  versions• Lock documents• Get notified in  Micr...
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 ...
Can I use scanned or faxed documents?• Scan or fax directly  to your vault• Integrate with  imaging software  from Kofax o...
How do I secure my documents?• Secure data in transit via SSL• Stay protected with SAS70 Type II  secure datacenters• Simp...
How do I control access?• Select document  permissions• Create groups that reflect  your organization’s  structure• Alloca...
How do I share documents?• Share documents  and folders with  coworkers and  external parties• Recipients receive  email n...
How do I access from Microsoft Office?•   Access and edit documents    from within Microsoft Office    and Outlook•   Co-a...
How is KnowledgeTree different?• Easily and securely share documents• Tools that support document lifecycles• Continue usi...
New Value in KT v.2Control Simplified      Access Anywhere       Always CurrentManage documents        View and manage    ...
Who is using KnowledgeTree?Select Customers
Secure vault              Global access            Organized                                                   documents  ...
Document Management Made Simple
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Knowledge Tree Overview

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About KnowledgeTree, a cloud-based document management solution for businesses.

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Knowledge Tree Overview

  1. 1. Document Management Made Simple
  2. 2. The big problem. 60% of companies are faced with document chaos AIIM State of ECM Industry Research, 2010
  3. 3. 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?
  4. 4. What is KnowledgeTree?KnowledgeTree makes document management simple Organized Global access Secure vault documents Team Lifecycle collaboration management
  5. 5. Where are my documents?Central online vault fordocument storage:• Drag & drop into vault• Store any file type• Preview and edit documents online• Access documents from anywhere
  6. 6. How do I find my documents?• Search document contents and properties• Search within: Microsoft Office, OpenOffice.org, PDF, Text, etc.
  7. 7. 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
  8. 8. How do I find what I need?• Find what you need with enhanced previews• Navigate quickly with recent folders
  9. 9. How do I save time?• Edit descriptions in context• Share easily from the document page• Launch workflows and alerts in one spot
  10. 10. How do I find documents on the go?• Search & find documents on your mobile device• View documents anywhere• Store documents securely on your device
  11. 11. How do I manage documents on the go?• Upload documents to your online vault• Notify team members about latest updates• Share documents from anywhere
  12. 12. 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
  13. 13. How do I track versions?• Retain and track all versions• Access previous versions• Lock documents• Get notified in Microsoft Office when opening an outdated version
  14. 14. How do I get alerted?• Set alerts on a single document or class of documents• Trigger date can be a fixed or relative
  15. 15. Can I manage lifecycles?• Define document routing workflows• Move documents through the steps of a workflow• Report on which documents are in a workflow
  16. 16. Can I use scanned or faxed documents?• Scan or fax directly to your vault• Integrate with imaging software from Kofax or Capsys
  17. 17. 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
  18. 18. 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
  19. 19. 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
  20. 20. 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
  21. 21. 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
  22. 22. New Value in KT v.2Control Simplified Access Anywhere Always CurrentManage documents View and manage Access documentswith in context tools documents on the go on your computer
  23. 23. Who is using KnowledgeTree?Select Customers
  24. 24. Secure vault Global access Organized documents Team Lifecycle collaboration management
  25. 25. Document Management Made Simple

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