e Cabinet Indexing Program

1. eCabinet Indexing Program DSip DocuShare Interface Program

2. Why DSip? • Enhances DocuShare’s functionality • Split-Screen Display to facilitate heads-up indexing • HIPAA Compliance (with optional DTA module) • Extended User Rights, & Functionality • DocuShare leverages its Web Interface • No native easy way to heads-up index documents • ‘Nice to Have’ more robust user rights • HIPAA regulations require strict auditing and reporting

3. Easy-to-Use DSip Container • 3 Re-sizable Sections • Heads-up data entry • Object/Document Properties • Tab Key Navigation • Full support for all DS Property types • Separate Tabs for… • User-Defined Custom Fields • System Required Properties • Collection / Query return • Tree structure results • Detailed Results Tab

4. DSip Split-Screen Display 1. Source 2. Document 3. Custom Fields or Properties

5. DSip:An Efficient Indexing Tool

6. Heads-Up Indexing Features • Scenario: Documents/Files are sent to a ‘pending’ collection on DS by any of the supported “on-ramps.” (Scanner, e-Mail, ISS DS-PrintCap, DS-FileCap, DS-ImageCap, etc) • User Selects ‘pending’/Source Collection in Pane #1 • User Selects Object Type and Destination Collection in Pane #3

7. Heads-Up Indexing Features • Custom Fields Associated with Object Type (ex Document, Medical Record) are displayed and entered by user • DSip supports all DS property rules • System/Default Properties may be modified

8. Heads-Up Indexing Features • User clicks Save Icon • Document is saved to destination collection with its properties indexed • “Sequential Processing” option: • ON: Next document is presented to user • OFF: User double-clicks next document to view

9. “Sticky Data" Indexing Feature • “Sticky Data” Option in conjunction with “Sequential Processing”: • Selected Values from prior saved document are held for subsequent docs properties. • Saves repeat entry of data on selected fields

10. “Sticky Data" Indexing Feature Sticky Data Toolbar Toggle Select Fields to “Stick”

11. “Mass Update" Indexing Feature • Highlight a group of documents (Ctrl+Click, Shift+Click), and save to destination folder. • No limit to number of documents selected • Selected common properties are saved with each document. • Items not selected are left intact. • Once and done! • Requires DSip User Right “Mass Update”

12. “Mass Update" Indexing Feature Need to close the Document to perform this action Select Common Fields to “Stick” Multiple Files Selected: Mass Update Option Available, Toolbar Icon Saves as Mass Update

13. Limiting Number of Docs Returned per Query • Select LIMIT Check Box from Toolbar • Select Max Number and/or Start – Stop Document Count • Click GO • Useful when opening partial results from a large query set, example: when splitting work from a central ‘in-process’ collection amongst more than one user

14. DSip:An Efficient Viewer

15. Document Sources • Collections • Queries • DS-Compliant • Ad-hoc Queries • “FIND” from Toolbar • Stored Queries

16. Document Sources • Tree Structure • Document/Object title displayed on DSip Screen in Sizable Pane #1 • Detailed Results Tab • User Option (admin can turn off or on) • Same Documents as in Tree Structure • Data Columns • Object-Specific Properties • Default Properties • Sizable • Click to sort Ascending / Descending • Change field order by drag & drop • Click & Display document from here

17. DSip Queries • Searches • Document / Object-Specific Properties • Default / System Properties • Documents for which I have viewer rights • Grouping • Logic search

18. Detailed Results Tab Double-Click to View Document in Main Window All Columns are Sizable, Sort-able, Movable Properties are Shown

19. “Delete” Maintenance Feature • Powerful Tool to Delete Expired Documents from DS • Query on Create Date (i.e. less than specified date) • Select Document(s) • Delete Selected Document(s) • Highlight a document • Click Delete Icon on Toolbar • Requires DSip-assigned right to DELETE • Highlight a group of documents (Ctrl+Click, Shift+Click) • Click Delete Icon on Toolbar • Requires DSip-assigned right to MASS DELETE • Once and done!

20. Export Documents • Requires DSip-assigned right to EXPORT • Powerful Tool to Download Single or Multiple Documents to a local or LAN folder • Highlight a document or group of documents • Click Export Icon on Toolbar • Or select Export from FILE Drop Down Menu • Highlight a group of documents (Ctrl+Click, Shift+Click) • Select Destination Folder • Once and done!

21. Export Documents

22. Export Documents

23. E-Mail Documents • Requires DSip-assigned right to e-Mail • Powerful Tool to e-Mail Single or Multiple Documents • Highlight a document or group of documents • Click e-Mail Icon on Toolbar

24. E-Mail Documents

25. E-Mail Documents

26. Annotate Tiff Files • Requires DSip-assigned right • Save/Replace • Deletes original TIFF • Saves the TIFF displayed in DSip to DS • Save/Copy • Saves the TIFF displayed to DS as a copy of original • DSip has option “Show All related Documents” • Rubber Stamp Tool • Allows incorporation of a user-specific bitmap (.bmp), for example a signature, accessible only to the user per their Windows log in. • Saves image after stamping to minimize clicks required

27. DSip DTA Module to assist in HIPAA compliance

28. Overview • DTA Module is an Add-on to DSip • Audits All Activity • All Documents • All Users • Activity by document, title, timestamp • Every document movement • Every document-related action • Property Changes • includes before and after data values for custom fields, notes and document title.

29. Overview • Database: • MS Access or MSDE by default • Secured • Protected • Easy report Generation • May be customized to interact with any ODBC Database: SQL, Oracle, etc.

30. DTA Module: Highlights • DTA Module is an Add-on to DSip • Audits All Activity • All Documents • All Users • Activity by document • Every document movement • Open • Close • Save • Viewing of Query / Source results in Detail Tab (Optional) • E-mail • Export/Download • Save/Replace • Save/Copy • … and more • Changes to Properties • includes before and after data values for custom fields, notes and document title.

31. User Translation Table • Optional Security Feature • Table will contain DSip user name and eCabinet user name • User signs on to DSip and credentials are translated to DS-based credentials • i.e. Bill logs on to DSip as Bill Jones. DSip translates it to 66jonesb13 on DS. • This effectively locks Bill out of the DS web interface, enforcing security and HIPAA

32. DTA Reporting: Sample Report • Basic reports to be built-upon are included • Reports can be easily generated using Access or other reporting tools like Crystal Reports

33. Coming Soon …. • DS Import Utility (DSiu) • May be used to bulk import images and indices exported from competitor’s imaging systems; we’re experienced with • Minolta • MI3MS, Doc-X-Net • LaserFiche • FileNet • Watermark • Panagon • DocuMagix • eCabinet • Flexible utility, easily adapted to various un-attended import scenarios • Import from LAN Folders of images • Import from various data collection systems • ex. TELEform, Ascent Capture, Captiva InputAccel and Formware • Custom

34. Coming Soon …. • DS-PrintCap • Print to a virtual printer on your desktop • Doc is converted to PDF • Select DS Object Type and Destination Collection • Input Property Values and Save • DS-FileCap • Monitors a Hot Folder on PC or LAN • Stores files to DS • Images Doc is optionally converted to PDF • Select DS Object Type and Destination Collection • Input Property Values and Save • Bulk, unattended mode batch-imports files • DS-ImageCap • Index scanned images from a source folder to DS • Tear off pages as needed