File Magic to Fortis Migration and What’s New in Version 2.3?

1. File Magic to Fortis MigrationandWhat’s New in Version 2.3? Michael Frattini

2. TIME SENSITIVE OFFER!! • All existing File Magic multi-user customers on active support receive no license fee migration to a “like for like” Fortis SE configuration! • All existing File Magic standalones on active support receive no license fee migration to a “like for like” Fortis SE three concurrent user configuration!

3. Overview • Benefits of Fortis • Versioning • Check In, Check Out • PowerWeb support • Enhanced Auditing • Audit versioning functionality • Field value auditing • Auto Numbering • Bates numbering/stamping (legal) • PowerWeb support • eCopy Connector • COM API • Support for new features • Toolkit Updates • Certifications

4. Benefits of Fortis • Enhanced permissions and security • User feature access • Admin feature access • Field level security • Groups • Reserve licensing • Versioning and check-in/out • Multi-value field support • Access to additional modules • Powerweb • Inflo • ApproveIt • EnableIt • Audit Trail • MFD Connectors

5. Versioning • Maintain multiple versions of a document • Configured by document type • Requires check out before modification is allowed • Document AND index data modifications • Document can be edited over a period of time and even exported for offline editing • Changes aren’t viewable by others until check in • Document locked during check out, can be unlocked by administrator (loses any changes) • View previous versions • Check-in, check-out, undo check-out from within PowerWeb • Feature access permissions added • Admin – Versioning: Manage setup • Admin – Documents: Remove Locks • User – Versioning: View Old Versions

6. Versioning Demo

7. Enhanced Auditing • Additional functions audited • Check out a document • Check in a document • Undo check out a document • Launch a document • Field data audited • Audit field data on indexing • Audit previous field data on modification • Audit field data on deletion

8. Audit Trail Demo

9. Auto Numbering • Assign a numbering schema to documents indexed • Can be assigned at the document or page level • Helps to uniquely identify a single document or page • Common in the legal vertical (bates) • Settings are user specified and include: • Prefix • Suffix • Digit length • Starting number • Ability to capture auto number via OCR • Stamp settings include: • Location (Top Left, Top Right, Bottom Left, Bottom Right) • Font (Style, Size, Color,)

10. Auto Numbering Demo

11. Toolkit Updates • Outside In Viewer – version 8.0.1 – Assorted Other type page processing • Leadtools – version 14 – Color image page processing • ScanFix – version 4.15 – Image enhancement processing • ScanSoft – version 12.6 – OCR toolkit • PixTools/Scan – version 7.3 – Scan toolkit • Snowbound – version 14 – Black and White image page processing • VisionShape Barcode Toolkit – Barcode Recognition toolkit • dtSearch Toolkit – Full text indexing and search toolkit

12. TIME SENSITIVE OFFER!! • All existing File Magic multi-user customers on active support receive no license fee migration to a “like for like” Fortis SE configuration! • All existing File Magic standalones on active support receive no license fee migration to a “like for like” Fortis SE three concurrent user configuration!