The document is a presentation detailing the features and components of a document management solution, including document capture, routing, and processing. It outlines the infrastructure and software components involved, as well as user functionalities such as searching and dashboard views for document management. The presentation concludes with contact information for further inquiries.

1. Alfresco New Accounts Presentation
November 8, 2011

2. Agenda
• Solution Overview
• Solution Drilldown
• Demonstration
• Solution Components
• Solution Infrastructure
• Next Steps
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3. Solution Overview
• What is being managed
• Document Capture
– Scanning
– E-Mail
– Faxing
• Document Routing (queues)
• Dashboards
• Searching
• Other Features

4. What is being managed?
• Clients (Top level)
– Clients have metadata
– Client have one or more accounts
• Accounts (Where the documents live)
– Accounts have metadata
– Each account will have documents
• Documents
– Documents have metadata
– Documents are reviewed and approved
– Documents are annotated

5. Document Capture
• Scanning
– Document Preparation (Staples, Binder Clips, etc.)
– Batching (Like Documents)
• New Account Packets
• Change of Address Forms
• etc.
– Forms Recognition (What type of form is it)
– Batch Classes (Identifying 1st queue)
• E-mail
– Import into Alfresco
– Parse out attachments for processing
– Route to specific queues based on e-mail inbox
• Faxing
– Import into Alfresco
– Convert to Full Text PDF
– Route to specific queues based on fax number

6. Document Processing
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7. Profiler Panels
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8. Document Processing
• Client Information (External System Lookup)
• Account Information (External System Lookup)
• Document Properties
• Comments
• Routing
• Other Features:
– Notifications
– E-Mail documents out
– Upload new document
– Link Documents
– Bursting (splitting larger document into smaller documents)
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9. Document Routing
• User Selectable Queues
• Queues based on Groups
• Security is changed based on the document Queue Assignment
– Rules (Metadata Based)
• Sequential Workflow
• Document can be seen from different queues

10. Dashboards
• Review where documents are
– Queue location
– Age
• View accounts and their documents in process
• View documents
• Process documents
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11. Dashboard
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12. Document Processing
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13. Document Searching
• Search Criteria
– Document properties or metadata
– Full text searching
• Result Set
– Select columns to display
– Download or view file
– Export result set to Excel
– Export result set to consolidated PDF document
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14. Solution Components
• Alfresco 3.4
• Kofax 8.5
• Right Fax
• MSI Profiler (Micro Strategies)
• MSI Dashboard (Micro Strategies)
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15. Solution Infrastructure
• Alfresco Servers:
– Windows
– Linux
• Browsers
– FireFox
– IE
– Safari
– Chrome
• Scan & Fax Servers
– Windows
• Database
– My Sql
– Postgress
– MS-SQL
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16. Thank you for your time!!
Adam J Storch, VP Business Solutions
(973-625-7721, astorch@microstrat.com)

17. Export to Excel (Enter Criteria)
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18. Export to Excel (Select Docs & Export)
1) Select documents, checkbox to the
right of the document
2) Click Export to Excel
3) Click open in popup window
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19. Export to Excel (Open Excel File)
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