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Document Solutions

Document Solutions . Document Submission Archive Repository for Submission and Sharing of Time-Sensitive Documents. October 2009. Document Submission Archive. Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents

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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 October 2009

  2. Document Submission Archive • 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 • Selective email archiving • Return eMails – for confirmations, error corrections or notifications • Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations • 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 license or Private SaaS

  3. DSA Application Examples • Vendor Invoice Processing • Customer Order Processing • PoD Processing • Field Employee Reporting • Selective Email Archiving • Save (send) from MS Office • Loan Origination • Student Aid Qualification • Legal Discovery • Estate Planning • Tax Preparation • Signature Cards

  4. DSA Benefits • Efficient, paperless document submission process • Saves time, labor and money • Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and email • No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi • No need to prepare, scan and index incoming documents • Augments, reduces or eliminates centralized scanning and indexing • Can be used as a clearing house for easy collection and sharing of time-sensitive documents from customers, vendors or employees • Consolidates documents from multiple sources and facilitates document sharing among multiple parties • Enables instantaneous transaction processing and selective email archiving • Improves document search, security, control and collaboration • Ensures procedural compliance and saves trees

  5. Document Submission Methods + SMARTi Repository Attachments Subject: index1; index2; index3 + eMail eMail Subject: index1; index2; index3 MFP Scanner To:smarti.filemark@verizon.net From: Subject:index1; index2; index3 Date / Time: Attachment:file name CC or Fwd eMail + SMARTi.Mail@filemark.com Fax Coversheet Direct Send

  6. Save from MS Office

  7. EZ Barcode Generator

  8. eMail Confirmation

  9. Retrieval via eMail

  10. 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

  11. 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 SMARTi Workflow

  12. Workflow Routing

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

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