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Document Solutions

Document Solutions . Document Submission Archive. Repository for Submission and Sharing of Time-Sensitive Documents. July 2009. Document Submission Archive. Applications Loan Origination Escrow Student Aid Legal Discovery Estate Planning Tax Preparation Auditing

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Document Solutions

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  1. Document Solutions Document Submission Archive Repository for Submission and Sharing of Time-Sensitive Documents July 2009

  2. Document Submission Archive Applications • Loan Origination • Escrow • Student Aid • Legal Discovery • Estate Planning • Tax Preparation • Auditing • Invoice Processing • Remote Business Reporting • Selective Email Archiving

  3. DocumentSubmissionArchive What is it? • Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents • Easy document submission –via eMail, email attachments, fax or MFP scanner • Save (send) directly from MS Office or Outlook • Return eMails – for confirmations, error corrections or notifications • Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR • Support for document revisions, view revision histories • Secure, encrypted browser-based access to document repository • Quickly find documents and folders – by metadata query, query by example, query by email, content search, taxonomy browse or saved queries • All documents converted to PDF – for view, annotations, print, email and save • Required documents auditing, easy document workflow routing • On-line user registration with flexible document security • Software purchase or SaaS – on-site or off-site

  4. DocumentSubmissionArchive Benefits • Clearing house for easy collection and sharing of time-sensitive documents • Efficient, paperless document submission process • Saves time, labor and money – eliminates the need for clients to copy and mail or physically deliver time-sensitive paper documents – no need for clients to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi repository • Consolidates documents from multiple sources and facilitates document sharing among multiple parties • Enables instantaneous transaction processing • Eliminates or augments centralized scanning and indexing • Improves document search, security, control and collaboration • Ensures process and procedural compliance

  5. DocumentSubmissionArchive eMail and Fax Integration + SMARTi.Mail@filemark.com Fax Coversheet + SMARTi Document Submission Archive Attachments Subject: index1; index2; index3 + eMail eMail Subject: index1; index2; index3 Scanner To:smarti.filemark@verizon.net From: Subject:index1; index2; index3 Date / Time: Attachment:file name CC or Fwd eMail Document submission / retrieval Metadata extraction Image OCR for content search Conversion to PDF Confirm or Reject via eMail On-line user registration

  6. DocumentSubmissionArchive EZ Barcode Generator

  7. DocumentSubmissionArchive Archiving via eMail

  8. DocumentSubmissionArchive Retrieval via eMail

  9. DocumentSubmissionArchive SMARTi Web • Log-in, password, 128-bit SSL encryption • Browse, Simple Query, Smart Query, Advanced Query, Full Text Search • Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run • Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents • Image OCR option – for full text search of images • View and scroll thru multiple documents of any type in a single PDF • View multiple documents side-by-side • View as PDF or XLS (COLD only) • Up/down sorting of drawers, folders, documents and index fields • Workflow, searchable case notes and annotations • My Cart – Checkout, Export selected data to Excel, PDF batch print, save or email • Add or change index values • Change user password • Email notification with URL link to SMARTi Web to view document and use workflow • Automatic session termination, support for authentication cookies

  10. Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support Document-centric – work items are SMARTi documents with case notes (emails, images, faxes, office docs, reports, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via eMail – reminders, timed escalation DocumentSubmissionArchive SMARTi Workflow

  11. DocumentSubmissionArchive Workflow Routing

  12. Document Solutions Transforming Business Documents into Organized Information Assets www.filemark.com 508-865-4844

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