Document Solutions

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document SolutionsDocument Solutions

SMARTi Document Processing Solutions

SMARTi Document Processing Solutions

May 2010



• Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA

• Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management

• Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government

• Channel Partners – ISV OEMs, Manufacturer’s Reps.

• Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA

• Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management

• Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government

• Channel Partners – ISV OEMs, Manufacturer’s Reps.

FileMark Company FileMark Company OverviewOverview



SMARTiSMARTi

Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval

COLD/ERM – computer output report archiving, transformation, distribution, notification and mining

Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving

Software sales or SaaS

Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval

COLD/ERM – computer output report archiving, transformation, distribution, notification and mining

Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving

Software sales or SaaS



Business ApplicationsBusiness Applications

InsuranceNew application processing Customer renewal processing Claims processingCustomer inquiry and service management Forms management archive Regulatory compliance

GovernmentAgenda management, minutes, and records Police and arrest records Court records management Employee records Property recordsPension management Legislative management

HealthcareMedical records management Financial and billing management Report archiving and distributionForms archive - HCFA, UB92, EOB, etc. HIPAA compliance

LegalCase management Practice management Client record storage

InsuranceNew application processing Customer renewal processing Claims processingCustomer inquiry and service management Forms management archive Regulatory compliance

GovernmentAgenda management, minutes, and records Police and arrest records Court records management Employee records Property recordsPension management Legislative management

HealthcareMedical records management Financial and billing management Report archiving and distributionForms archive - HCFA, UB92, EOB, etc. HIPAA compliance

LegalCase management Practice management Client record storage

Financial ServicesClient files management Mortgage processing management Wealth managementCredit union membershipeStatement presentmentRegulatory compliance – SEC, NASD, SOX,

GLB, eDiscovery

EducationStudent and alumni records Course schedule records Admission file management Financial aid records Transcript archive Employee records

Manufacturing & DistributionAccounts payableAccounts receivableBills of lading and proof of deliveryShipping manifests Pick lists Reports Inventory documentation Report archiving and distributionRegulatory compliance - eDiscovery

Financial ServicesClient files management Mortgage processing management Wealth managementCredit union membershipeStatement presentmentRegulatory compliance – SEC, NASD, SOX,

GLB, eDiscovery

EducationStudent and alumni records Course schedule records Admission file management Financial aid records Transcript archive Employee records

Manufacturing & DistributionAccounts payableAccounts receivableBills of lading and proof of deliveryShipping manifests Pick lists Reports Inventory documentation Report archiving and distributionRegulatory compliance - eDiscovery



SMARTi CaptureSMARTi Capture

ECM RepositoryECM RepositoryECM RepositoryECM Repository

BrowsersBrowsers

Report CaptureReport Capture

Image CaptureImage Capture

DocumentDocumentSubmissionSubmission





BrowsersBrowsers

Report CaptureReport Capture

MainframeHost

Import

Burst

Extract Indexes

Map Fonts

Overlay Forms

Transform Data

Convert

Notify / Distribute

Export

Process

ASCII

EBCDIC

PDF

PCL

AFP

Metacode

Postscript

Output





BrowsersBrowsers

Image CaptureImage Capture

Scan / Import

Index

Key from Image

OCR

Barcode

OMR

Field Auto-Fill

Convert

Export

Process

TIFF

JPEG

PDF

MS Office

Outlook

eMail

PDF

Zip

Tiff

Jpeg

Output

Scanner

eFiles





BrowsersBrowsers

DocumentDocumentSubmissionSubmission

TIFF

JPEG

PDF

Output

TIFF

CCITT G3

CCITT G4

eMail

Attachments

Word

Excel

PowerPoint

Access

Outlook

Fax

MFP

eMail

Source

Receive eMail

Extract Indexes

Map Fields

OCR

Barcode

OMR

Index Auto-fill

Convert

Export

Notify / Respond

Process



Batch Scan

SMARTiRepository

- Manual Fill- Assisted Fill- Zone OCR- Dynamic OCR- ADEPT- Rules-based OCR- Barcode- OMR

Paper Document CapturePaper Document CapturePaper Document CapturePaper Document Capture

SimpleIndexUSB

Real-timeIndex Auto-Fill

Mainframe

BusinessApplications

SQL

Images + Indexesvia eMail

Imaging Client

Images

DistributedScan

USB

SimpleSend

Network File Server



SimpleIndexSimpleIndex

Zone OCR

Barcode Recognition

Dynamic OCR

ADEPT – Automatic Data Extraction for Processing Transactions Automatic location of index information Dictionary lookups Pattern matching



Date

Amount

Account #

Name



• SimpleSend – for management of distributed scanning operations• Required documents audit• Bates stamping – software imprinting, page numbering• Full-page OCR to MS Word format – for text editing, interactive correction option• Media Wizard – create searchable CDs or DVDs for physical distribution.

• Zone OCR – fixed templates, pattern searching and dictionary matching within oversized zones, post recognition data validation

• ADEPT (Automatic Data Extraction for Processing Transactions) – automatic full page or zone OCR with pattern searching and dictionary matching

• Dynamic OCR – manual location and roping of index data from image• Auto-indexing – barcode recognition, OMR, real time index auto-fill from external

SQL database, pick lists, default values, auto-incrementing values, auto-date, auto-complete

• Document separators – bar-codes, coversheets, tick marks on all 1st pages• SimpleCoversheet – create/print barcodes for automatic processing• Import and index batches of Office documents, eMails and PDFs

• TWAIN or ISIS USB scanner support• Simplex, duplex, magazine scan• SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, auto-

rotate, rescan, redaction

SimpleIndex FeaturesSimpleIndex Features



Remote Document CaptureRemote Document CaptureRemote Document CaptureRemote Document Capture

SMARTiRepository

eMaill

Office Applications

Distributed Scanners

BatchImport

SimpleIndex

- Manual Fill- Assisted Fill- Zone OCR- Point & Shoot OCR- Rules-based OCR- Barcode- OMR- Auto-Fill

[email protected] or Forward directly to SMARTiSend or Forward directly to SMARTi

Drop Box(Shared Directory)

Save AsSave As

Drag / DropDrag / Drop


Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation Direct SendDirect Send

Document Submission MethodsDocument Submission Methods

CoversheetFax

eMaill

Subject: index1; index2; index3Attachments

CC or Fwd eMaill

To: [email protected]

From:

Subject: index1; index2; index3

Date / Time:

Attachment: file nameSMARTi

Repository

MFP Scanner

Subject: index1; index2; index3

eMaill

[email protected]@filemark.com



DSA Application ExamplesDSA Application Examples

• Vendor Invoice Processing• Customer Order Processing• PoD Processing• Proposal/RFP Responses

• Field Employee Reporting• Selective Email Archiving• Save (send) from MS Office

• Loan Origination• Student Aid Qualification• Legal Discovery • Estate Planning• Tax Preparation• Signature Cards

• Vendor Invoice Processing• Customer Order Processing• PoD Processing• Proposal/RFP Responses

• Field Employee Reporting• Selective Email Archiving• Save (send) from MS Office

• Loan Origination• Student Aid Qualification• Legal Discovery • Estate Planning• Tax Preparation• Signature Cards



Print

Print

Mainframe

HostHost

Computer Output ArchivingComputer Output ArchivingComputer Output ArchivingComputer Output Archiving

Reports, Invoices, Statements

Reports, Invoices, Statements

Report Bursting Index Extraction Full Text Indexing Format Conversion Multi-level Security Auto-Distribution eMail Notifications Data Mining Barcode Insertion Job Reprinting

Print to File Print to File SMARTiRepository



• COLD – Computer Output to Low-cost Disk

• High-volume, automated computer output capture and archiving

• Eliminates printing and manual distribution of internal reports

• Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year

• Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web

• Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining.

• COLD – Computer Output to Low-cost Disk

• High-volume, automated computer output capture and archiving

• Eliminates printing and manual distribution of internal reports

• Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year

• Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web

• Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining.

SMARTi COLD OverviewSMARTi COLD OverviewSMARTi COLD OverviewSMARTi COLD Overview



• Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays)

• Advanced SMARTi print formats – PCL, PDF

• Adept Suite print formats – AFP, Metacode/DJDE, PS

• Auto-convert to searchable PDF – browse, query, search, view, print, e-mail

• Event scheduler – unattended data capture

• Affix barcodes prior to printing – for subsequent scanning with auto-indexing

• ASCII report compression – 10 to 1

• Report distribution – via workflow, eMail attachment or link to website

• Query and purge old reports or begin cutoff retention period

• Graphical report definer

• Original print stream archiving for on-demand job reprinting

• Optional static from designer• Optional SMART output transformation – dynamic data reformatting

• Optional intelligent print spooler option for legacy systems

• Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays)

• Advanced SMARTi print formats – PCL, PDF

• Adept Suite print formats – AFP, Metacode/DJDE, PS

• Auto-convert to searchable PDF – browse, query, search, view, print, e-mail

• Event scheduler – unattended data capture

• Affix barcodes prior to printing – for subsequent scanning with auto-indexing

• ASCII report compression – 10 to 1

• Report distribution – via workflow, eMail attachment or link to website

• Query and purge old reports or begin cutoff retention period

• Graphical report definer

• Original print stream archiving for on-demand job reprinting

• Optional static from designer• Optional SMART output transformation – dynamic data reformatting

• Optional intelligent print spooler option for legacy systems

SMARTi COLD FeaturesSMARTi COLD FeaturesSMARTi COLD FeaturesSMARTi COLD Features



SMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECMSMARTi COLD Add-on for ECM

Print

Print

Mainframe

HostHost

Import from Watched Folder Burst Reports (optional) Add Form Overlays (optional) Convert to Searchable PDF Extract Database Indexes Export to Destination Directory Notify via eMail with URL Link (optional) Web-based Administration

Print to File Print to File SMARTiCOLDServer

ECMSystemImport Import

ASCII

EBCDIC

PDF

PCL

AFP

Metacode

DJDE

PostScript



Mainframe

PDF Report IndexerPDF Report Indexer

Print to Fileas PDF

File Server

SMARTiCOLDServer

Browser

Scheduled Retrieval of PDF Files Extract Metadata for DB Queries Index for Content Search Apply Multi-level Security Notify via eMail with URL Link



Report TransformationReport Transformation

Mainframe

Print to FileDynamic Job

Processor SMARTiCOLDServer

Browser

Dynamically change data format Add conditional data, graphics, fonts, barcodes, objects, images Extract database indexes Convert to searchable PDF Notify via eMail with URL link

Transforms outbound customer documents into persuasive marketing tools !!

Report Transformation



SMARTi Report TransformationSMARTi Report Transformation

• Eliminates the need for bulk printing of reportsEliminates the need for bulk printing of reports

• Dramatically improves the appearance and readability of simple text reports Dramatically improves the appearance and readability of simple text reports

• Create electronic forms to replace pre-printed paper formsCreate electronic forms to replace pre-printed paper forms

• Use built-in forms designer or create forms with MS Word (RTF)Use built-in forms designer or create forms with MS Word (RTF)

• Burst or Split reports into multiple documentsBurst or Split reports into multiple documents

• Reformat legacy application data to Web-accessible PDFsReformat legacy application data to Web-accessible PDFs

• Divert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital CopiersDivert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital Copiers

• High volume automated eMailing of reports High volume automated eMailing of reports with URL doc links to a secure Websitewith URL doc links to a secure Website

• 128 bit encryption enables option to send PDF documents securely by eMail 128 bit encryption enables option to send PDF documents securely by eMail

• Automatic faxing of reportsAutomatic faxing of reports

• Redaction of sensitive report dataRedaction of sensitive report data

• Pre-processor for SMARTi COLD indexing and archivingPre-processor for SMARTi COLD indexing and archiving

• Fully unattended run-time operationFully unattended run-time operation

Automatically transform, enhance and distribute computer output Automatically transform, enhance and distribute computer output



Legacy PrintLegacy Print



Transformed Report



Legacy PrintLegacy Print



Transformed Report



SMARTi Report TransformationSMARTi Report Transformation

• Transform bills and statements into persuasiveTransform bills and statements into persuasive marketing tools marketing tools – make ugly printing look pretty– make ugly printing look pretty

• Eliminate the need for pre-printed formsEliminate the need for pre-printed forms

• Native print format can be ASCII, EBCDIC, PCL,Native print format can be ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJDE or Postscript PDF, AFP, Metacode, DJDE or Postscript

• Add new objects, images, text boxes orAdd new objects, images, text boxes or watermarks watermarks

• Dynamically link images into formsDynamically link images into forms

• Select from any True-Type font and size Select from any True-Type font and size

• Change line spacing and page sizesChange line spacing and page sizes

• Add user defined green bar or rainbow striping Add user defined green bar or rainbow striping

• Dynamically merge text and formsDynamically merge text and forms

• Dynamic switching of multiple form overlaysDynamic switching of multiple form overlays

• Conditional data reformatting Conditional data reformatting

• Page/line numberingPage/line numbering

• Vary opacity of elements and backgrounds Vary opacity of elements and backgrounds

• GUI based design environment GUI based design environment – drag and– drag and drop to move print data elements drop to move print data elements

• Unattended run-time operationUnattended run-time operation

• Automatic polling of watched directories Automatic polling of watched directories

• Automatically burst reportsAutomatically burst reports

• Convert to searchable PDF formatConvert to searchable PDF format

• Print legacy print data to standard PCL orPrint legacy print data to standard PCL or Postscript Windows printers Postscript Windows printers

• Automatically distribute reports by eMailAutomatically distribute reports by eMail with URL doc links to a secure website with URL doc links to a secure website

• Insert barcodes based on values within Insert barcodes based on values within forms forms

• Create MICR checks by printing on blankCreate MICR checks by printing on blank check stock check stock

• Optional 128-bit Acrobat-compatibleOptional 128-bit Acrobat-compatible encryption encryption



Remote Print ManagerRemote Print Manager

SMARTiCOLDServer



• Built-in document/work routing – simple to set up, simple to use

• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing

• Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.).

• Secure work item routing – pre-defined users, roles, groups, states

• Optional notifications via eMail – reminders, timed escalation

• Built-in document/work routing – simple to set up, simple to use

• Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing

• Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.).

• Secure work item routing – pre-defined users, roles, groups, states

• Optional notifications via eMail – reminders, timed escalation

SMARTi WorkflowSMARTi Workflow



Case Notes

Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete

Pend Cancel NA

Workflow View Administration Windows Help

Case Notes



• Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application

• Automates document search – no re-keying of data

• Shows documents side-by-side with line-of-business applications

• User-defined document retrieval hot keys

• Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications

• Support for client/server, browser or terminal emulator applications

• Screen OCR technology links to SMARTi URL APIs.

• Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application

• Automates document search – no re-keying of data

• Shows documents side-by-side with line-of-business applications

• User-defined document retrieval hot keys

• Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications

• Support for client/server, browser or terminal emulator applications

• Screen OCR technology links to SMARTi URL APIs.

Application IntegrationApplication IntegrationApplication IntegrationApplication Integration



Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.Data Integration – Term. Emulator App.



Data Integration – Client/Server App. Data Integration – Client/Server App. Data Integration – Client/Server App. Data Integration – Client/Server App.



Data Integration - Browser App.Data Integration - Browser App.Data Integration - Browser App.Data Integration - Browser App.



Integration ToolkitIntegration ToolkitIntegration ToolkitIntegration Toolkit

SMARTi URI

REST API

Representational State Transfer



Support for user-defined file plans

Unlimited record classifications

Automatic declaration of fixed content classes

Rules-based record retention, migration and disposition schedules for each class, litigation holds

Recycle bin

Disposition audit logs and activity reports

Support for optional WORM storage

Flexible user/group document access control and functional permissions.

Support for user-defined file plans

Unlimited record classifications

Automatic declaration of fixed content classes

Rules-based record retention, migration and disposition schedules for each class, litigation holds

Recycle bin

Disposition audit logs and activity reports

Support for optional WORM storage

Flexible user/group document access control and functional permissions.

SMARTi Records ManagementSMARTi Records Management



Record ClassificationRecord Classification



Disposition StagesDisposition Stages



Audit TrailsAudit Trails



eWORM NAS ArchiveeWORM NAS Archive

• Network attached eWORM storage appliance (NAS)

• Configurable policies for compliance, strict file retention and disposition enforcement

• Secure encryption prevents any modifications, secure erasure supports transparent file shredding

• Integrates with MS Active Directory for single sign-on

• Best price/performance

• Works with all applications, networks and databases

• Enables automatic Disaster Recovery, can automatically create copies on removable optical media

• Network attached eWORM storage appliance (NAS)

• Configurable policies for compliance, strict file retention and disposition enforcement

• Secure encryption prevents any modifications, secure erasure supports transparent file shredding

• Integrates with MS Active Directory for single sign-on

• Best price/performance

• Works with all applications, networks and databases

• Enables automatic Disaster Recovery, can automatically create copies on removable optical media



Enterprise SecurityEnterprise Security

• User Authentication • Log-on, password,128bit SSL encryption (web client)• LDAP option, authenticates against MS Active Directory for single sign-on• Support for authentication cookies (auto-log-on)• Support for CAS (Central Authentication Service)• Log-on/password bypass (special URL API call from integrated application)• Automatic log-off after user-defined period of inactivity

• Document security• User and group metaphor• Allow or restrict document access by specific applications, drawers, folders,

documents, pages or record classes• Allow or restrict document access by database query value and operator (like,

not like, is, is not, begins with, ends with, between, =, ≠, >, <, >=, <=)• Functional security – grant or restrict access rights to specific functions by users

or groups (70+ functions)

• File storage – network file system or BLObs in database tables

• User Authentication • Log-on, password,128bit SSL encryption (web client)• LDAP option, authenticates against MS Active Directory for single sign-on• Support for authentication cookies (auto-log-on)• Support for CAS (Central Authentication Service)• Log-on/password bypass (special URL API call from integrated application)• Automatic log-off after user-defined period of inactivity

• Document security• User and group metaphor• Allow or restrict document access by specific applications, drawers, folders,

documents, pages or record classes• Allow or restrict document access by database query value and operator (like,

not like, is, is not, begins with, ends with, between, =, ≠, >, <, >=, <=)• Functional security – grant or restrict access rights to specific functions by users

or groups (70+ functions)

• File storage – network file system or BLObs in database tables



• SaaS – Software as a Service, on-site hosting, local document storage

• AaaS – Administration as a Service

• On-site installation and configuration

• COLD form overlay design, web conversions

• LoB application integration

• Annual maintenance subscription – technical support, periodic product updates

• Data migrations – OS, DB, legacy systems

• Training – user, admin, on-site or on-line.

• SaaS – Software as a Service, on-site hosting, local document storage

• AaaS – Administration as a Service

• On-site installation and configuration

• COLD form overlay design, web conversions

• LoB application integration

• Annual maintenance subscription – technical support, periodic product updates

• Data migrations – OS, DB, legacy systems

• Training – user, admin, on-site or on-line.

FileMark ServicesFileMark ServicesFileMark ServicesFileMark Services



• SMARTi Software as a Service (SaaS)

• IT control – implemented on your server, on your premises

• Easy Budgeting – trade cap-ex for op-ex

• Efficient – local image scanning, unattended COLD capture and automatic document submission archive

• Lowest monthly cost – minimal capital expenditure

• Lower risk – cancel at any time, buyout at any time

• More secure – deployment behind corporate firewall

• No legal issues – documents do not leave premises

• Easy local system integration and customization

• On-line support, admin. and software update services from FileMark

• SMARTi Software as a Service (SaaS)

• IT control – implemented on your server, on your premises

• Easy Budgeting – trade cap-ex for op-ex

• Efficient – local image scanning, unattended COLD capture and automatic document submission archive

• Lowest monthly cost – minimal capital expenditure

• Lower risk – cancel at any time, buyout at any time

• More secure – deployment behind corporate firewall

• No legal issues – documents do not leave premises

• Easy local system integration and customization

• On-line support, admin. and software update services from FileMark

Private SaaS ProgramPrivate SaaS Program



Why FileMark COLD?Why FileMark COLD?

• Core expertise in COLD – 21 years, many installs

• Available as COLD add-on for ISVs – and priced as an add-on

• Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS

• Vector form overlays – not images

• Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages

• Web-based GUI administration – no programming, no scripting, no client software

• Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion

• Flexible output formats, RESTful URI API

• Optional notification and distribution – eMail links

• Optional dynamic data transformation – makes ugly printing pretty

• Optional intelligent print spooler – no software on host, no host reconfiguration

• Optional native print stream archiving – reprint at any time

• Optional web-based search, retrieve, view, eMail, print, mine

• Optional related functionality – DSA, image OCR

• Flexible business models – OEM, Mfr Rep, SAAS

• Core expertise in COLD – 21 years, many installs

• Available as COLD add-on for ISVs – and priced as an add-on

• Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS

• Vector form overlays – not images

• Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages

• Web-based GUI administration – no programming, no scripting, no client software

• Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion

• Flexible output formats, RESTful URI API

• Optional notification and distribution – eMail links

• Optional dynamic data transformation – makes ugly printing pretty

• Optional intelligent print spooler – no software on host, no host reconfiguration

• Optional native print stream archiving – reprint at any time

• Optional web-based search, retrieve, view, eMail, print, mine

• Optional related functionality – DSA, image OCR

• Flexible business models – OEM, Mfr Rep, SAAS



SMARTi WebSMARTi 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 multiple documents of any type as a single PDF or side-by-side

• Workflow, searchable case notes and annotations

• My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email

• New user auto-registration, change user password

• System Administration tools

• Automatic session termination, support for authentication cookies

• 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 multiple documents of any type as a single PDF or side-by-side

• Workflow, searchable case notes and annotations

• My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email

• New user auto-registration, change user password

• System Administration tools

• Automatic session termination, support for authentication cookies

Login Screen

Applications

Drawers

Folders

Documents and Pages

Open All – View Greenbar COLD Reports as PDF

Open – View COLD Reports with Form Overlays as PDF

Open - View Images as PDF

Open Selection

Simple Query – Select Field

Simple Query – Select Operand

Simple Query – Enter Value, Click Query, See Results

Simple Query – Sub-Search Documents in Hit List

Simple Query – Results of Hit List Sub-Search

Page Note

Smart Query

Simple Query – Results

Search

Search - Results

Add to My Cart

My Cart

My Cart – Checkout to Excel

My Cart – Checkout to PDF

My Cart – Export Content to Excel

My Cart – Export Content to PDF

Send Documents as eMail Attachment

Change Your Password

Administration Functions



Transforming Business Documents into Organized Information Assets

Transforming Business Documents into Organized Information Assets

Document Solutions Document Solutions Document Solutions Document Solutions

www.filemark.comwww.filemark.com

508-865-4844508-865-4844

Date post:	19-Jan-2016
Category:	Documents
Upload:	zaina
View:	24 times
Download:	0 times