Enterprise Content Management · www.elo.com

ELOprofessional 11Software for: Enterprise Content Management

Enterprise Content Management ELOprofessional 11

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Enterprise content management (ECM) systems and digital processes will increas-ingly play a pivotal role in your business.

Our ECM system ELOprofessional 11 takes the whole concept a step further: Not only does it provide a central hub for managing data and documents, but it also offers intelligent solutions to support and advance your daily business processes.

ELOprofessional 11 comes equipped with a wide range of capabilities to digitize your business for future growth. Besides multiple options for enhancing process efficiency and complying with data protection requirements such as GDPR, version 11 includes ELO Analytics. This built-in analysis component enables you to create detailed reports of ongoing processes and see how your data change over time. Dashboards provide fast access to real-time data in one easy view, so you can quickly make fact-based decisions.

ELOprofessional 11 empowers you to leverage information to turn data into knowl-edge and stay more than one step ahead of the competition.

Your future is digital

Sincerely,

Karl Heinz MosbachCEO, ELO Digital Office GmbH

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Intelligent mailroomELO workflowELO AnalyticsELO e-mail management

ELO iSearchCollaboration with ELOMobile working with ELOELO clients

ComplianceData protection with ELO

Connect processes across systems

ELO Invoice ELO Contract ELO VisitorELO KnowledgeELO HR RecruitingELO HR Personnel File

ELO Business Partners ELO webinarsELO referencesELO events

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Contents

Digitization and automation

ECM highlights

Security and data protection

Breaking information barriers

ELO Business Solutions

Additional information

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Digitization and automation

Take yourbusiness digitalDigitize, automate, and analyze processes and information — ELOprofessional 11 leads your business into the digital future.

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Digitize your mailroom

Digitize incoming documents and replace manual tasks with automated processes

You decide how much you want to automate

Use a combination of additional modules and interfaces to fur-ther streamline processes

With ELOprofessional 11, you can digitize and classify incoming documents, no matter the format or input channel, and forward them to a downstream business process. ELOprofessional 11 provides the perfect digital medium for handling daily tasks such as signing off invoices, submitting offers, or processing orders.

Our intelligent modules and interfaces accelerate incoming document pro-cessing according to your requirements: ELO DocXtractor automatically clas-sifies incoming invoices and compares the invoice data with the information stored in your ERP system. The ELO Barcode module processes documents automatically, assigning them to the correct folder based on the retrieved barcode information.

Intelligent mailroom

Automate right from the start

For more information, go to: www.elo.com/en/mailroom

define control

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Automate your business

Automate processes according to your needs

Trace decisions and establish accountability

Multiple options for analyzing processes

Agile processes are a key factor in saving time and money and, ultimately, running a successful business. Companies need to automate certain tasks so that documents and information get to where they are needed — fast. This is where the ELO workflow comes into play: It provides the framework for building workflows to automate and replicate internal procedures and processes so that you can streamline repetitive, manual tasks, make informed decisions, and approve requests quickly.

ELOprofessional 11 has a built-in form designer that provides multiple options for integrating your own scripts. In combination with the ability to incorporate server-side processing rules, the ELO workflow is the ideal tool for automating your business processes. Once you have triggered a work-flow, you can view the status of a process any time thanks to numerous analysis and visualization options.

ELO workflow

Accelerate your processes

With ELOprofessional 11, you can complete workflow tasks even while out of the office.

Digitization and automation

For more information, go to: www.elo.com/en/workflow

decide

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To succeed in today’s business world, you need real-time actionable data with facts and figures at your fingertips. The ELO Analytics component in-tegrated in ELOprofessional 11 enables you to connect data from different sources within your ELO system to maintain a clear picture of your compa-ny’s performance.

The highly versatile tool lets you build and configure different data views so that you can analyze and use information to suit your purposes. It takes just a few clicks to create custom dashboards for invoice ledgers, contract man-agement reports, personnel files, and much more, all the while ensuring strong security for sensitive information. The best-in-class ELO permissions system guarantees that users are only able to view and edit documents and data they are authorized to access.

ELO Analytics

Monitor performance in one place

Digitization and automation

One-click data analysis

Customizable options for analyzing data from your ELO system

Visualize data with the help of diagrams, tag clouds, or metrics

Dashboard auto-refresh function

For more information, go to: www.elo.com/en/analytics

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ELO e-mail management

Total e-mail control

Storing e-mails aligned with retention policies poses a challenge for every company. There are two important factors to consider: statutory retention periods for business-related documents and personal data protection. With ELOprofessional 11 and the e-mail management solutions ELOxc for Microsoft EWS and ELO for IBM Notes, your business is well equipped to overcome this challenge.

ELOprofessional 11 offers e-mail archiving for long-term storage and auto-matically saves e-mail messages to the folders you specify, making e-mail management an integral part of your company’s ECM strategy. Thanks to automated, rule-based and server-based e-mail archiving, you maintain a complete and accurate audit trail for all correspondence and are compliant with data protection regulations such as GDPR.

Unlock e-mail business value

Integrate e-mails in business processes

Automate e-mail archiving with retention policies

Seamlessly integrate with Microsoft Outlook and IBM Notes

Long-term archiving

Automation

Transparency

Compliance

Rule-based

Digitization and automation

For more information, go to: www.elo.com/en/e-mail

Different file and document formats

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ECM highlights

Lay the ground-work for your success

ELOprofessional 11 helps you build the foundation for growing your business thanks to fast search functions, multiple tools for collaboration, and a range of different clients and mobile apps.

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ELO iSearch

Don’t search, find

The ELO iSearch module integrated in ELOprofessional 11 lets you find important business information and documents in an instant, saving you time and resources. ELO iSearch searches your entire ELO repository as well as integrated third-party applications such as ERP, CRM, and e-mail systems. This greatly improves the quality of the search results that are returned, giving you the correct information in the right context.

ELO iSearch features numerous functions to help you find the infor- mation you need even faster, such as a range of intelligent filters for narrowing down possible matches. And, as soon as you start to type a search term, ELO iSearch automatically displays suggestions related to the search term you entered as well as synonyms.

The search function in ELOprofes-sional 11 not only looks up the metadata or keywording informa-tion, but also searches the full text contents of the actual document.

ELOprofessional 11 presents you with the most relevant informa-tion at a glance, so you can focus on your core business.

ECM highlights

Contract

Contract action

Contract addendum

Contract administration

Contract audit

Contract authority

Contract award

Contract bond

Contract budget

Contract carrier

Agreement

Finding what you need just got easier

Smart search functions

Integrate third-party applications

Locate information in full text contents and metadata

For more information, go to: www.elo.com/en/isearch

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Today

July 2017

Invoice approved!

July 2, 2017, 11:47 a.m.

Nadine Bell

Shipment has gone out!

July 2, 2017, 1:19 p.m.

Anthony May

I’ve filed the invoice. Can you check it?

July 2, 2017, 10:23 a.m.

Anthony May

Should we place another order?Nadine Bell

September 22, 2017, 2:41 p.m.

Increasingly, effective teamwork and collaboration are the cornerstones of any successful business. ELOprofessional 11 offers collaboration tools that empower employees to effectively engage on projects.

The ELO feed provides a platform for exchanging information and docu-ments in one convenient place. Employees can use the feed to discuss project details, collaborate on documents in real time, or involve other colleagues on a particular idea or process.

Collaboration with ELO

Make collaboration happen at all levels

ECM highlights

The tool also enables users to carry out polls and link additional docu-ments as well as add hashtags to categorize documents under a specific topic.

My ELO is a personalized informa-tion hub that offers each user a quick at-a-glance view of up-coming tasks, new posts in the ELO feed, or recently used docu-ments — ELO is simply a great way to stay organized.

More efficient teamwork

Share information quickly and easily

See who has made changes to documents

My ELO gives you important in-formation at a glance

For more information, go to: www.elo.com/en/collaboration

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Mobile productivity is fundamental in today’s workplace. ELOprofessional 11 provides all the tools needed to work from any place, at any time, on any device.

Thanks to our smartphone and tablet apps ELO for Mobile Devices, ELO QuickScan, and ELO Connect, users have access to all the ECM functions they need to do their jobs effectively. No matter whether you are working from home, on the train, on the way to a meeting, or need to transfer documents to the ELO repository with your smartphone camera — mobile solutions with ELOprofessional 11 provide maximum flexibility.

Mobile working with ELO

Mobility creates new opportunities

ELO for Mobile Devices keeps you connected to your data and colleagues — wherever you are.

The ELO ECM apps for iOS and Android

ELO for Mobile Devices

ELO QuickScan

ELO Connect

ECM highlights

Work areas

Feed history

Filters

For more information, go to: www.elo.com/en/mobility

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Other state-of-the-art ECM functions

Document storage in line with retention policies

Version control and version history

ELO permissions concept

Automation with server-side processing rules

Document check-in and checkout

Customizable notes and stamps

Easy document exchange with ELO links

Duplicate check to prevent redundant data

Workflow functionality for automated processes

... and much more!

The option to work on different devices and across multiple platforms has become the norm for most companies. ELO’s multi-client strategy supports this approach: Not only have we developed a range of cli-ents for different operating systems, but the ELO Web Client, which supports all popular browsers and mobile platforms, provides a flexible option for accessing data.

You benefit from the entire portfolio of ECM functions and components in all clients. The easy-to-navigate menu structure ensures you will find your way around functions such as the workflow or the ELO feed without any issues — no matter which ELO client you are using.

We also offer ECM functions for the most frequently used Microsoft Office applications: ELO DMS Desktop integrates ELO clients in Microsoft Word, Excel, and PowerPoint. What’s more, the ELO Client for Microsoft Outlook integrates the functions of ELOprofessional 11 in your usual workspace, providing you with a level of unmatched flexibility.

ELO clients

Take flexibility to a new level

A range of ELO clients to meet all needs

ELO for Mobile Devices01 iPad client + iPhone client02 Android tablet client + Phone client

Desktop clients03 Web Client04 Java Client for Windows 05 macOS Java Client

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ECM highlights

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Security and data protection

Your data is in safe handsFunction-rich, ELOprofessional 11 equips you to meet statutory obligations for document retention and comply with the latest data protection regulations.

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Compliance

Get data security right

Data security and privacy are increasingly integral parts of the information policy landscape. When it comes to storing important or sensitive data and business documents, ELOprofessional 11 offers the necessary platforms and tools to ensure that you are able to meet statutory regulations. In addition, there are numerous ELO functionalities that enable you to implement internal compliance guidelines quickly, transparently, and securely.

The solution incorporates a range of basic functions, such as version control, logs, permissions, and encryption algorithms, which help you meet legisla-tive criteria for storing data and documents. These built-in functions, easily configured to meet your requirements, lay the groundwork for successful compliance.

Compliance

Accounting

GDPR

Security and data protection

Regulatory compliance with ELOprofessional 11

Safeguard against data loss

Audit trail of changes and non-modifiable version history

Comply with and monitor retention requirements and deadlines

Ensure long-term accessibility of documents

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Data protection with ELO

Handle personal data efficiently

The demand for businesses to protect users’ personal data has become a central concern for companies across all industries, especially since the European Union’s General Data Protection Regulation (GDPR), came into effect on May 25, 2018. Those companies that can ensure the safety of their users’ personal data will be one step ahead of the competition – while those who fail to safeguard personal data will face heavy fines and damage their corporate brand.

The standard software package already comes with a wide range of functions to enable companies and data protection officers to implement new regulatory requirements, such as assigning permissions to prevent un-authorized employees from accessing data. In addition, ELOprofessional 11 lets you easily tag data as personal and delete it after a certain amount of time according to the limits specified under GDPR.

Manage data protection with ELOprofessional 11

Set permissions to eliminate unauthorized access

Encrypt sensitive data

Keep a log of data access

Mark personal data manually or automatically

Erase data after a specific time period or event

Document the associated processes

Separate data into what is personally identifiable and what is not

Form database for processing activities

Security and data protection

With just a single click in ELOprofessional 11, you can protect your employees’ personal data.

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Breaking information barriers

Seamless inte-gration with your processes

Enable information to travel easily among systems with numerous modules and interfaces that blend perfectly with your existing IT infrastructure.

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ELOprofessional 11 is an ECM sys-tem that delivers value, extracting information from different sources and feeding it into a central system. Intelligent interfaces communi-cate seamlessly with your other programs, maximizing the poten-tial of your business’s success.

Connect processesacross systems

Let integra-tion work for you

Integrates perfectly with SAP and Salesforce

The module ELO Business Logic Provider (BLP) connects ELOprofessional 11 seamlessly with your ERP system or CRM solution. ELO BLP extracts and merges all your important information, such as documents within ECM systems, data sets in an ERP system, or customer data in Salesforce, so that they can be utilized in subsequent processes. All this can be done from within your existing systems without switching applications.

ELOprofessional 11 – Your one-stop information platform

Integrate different software systems and components

Multitask easily across systems

Combine important business data into a holistic view

Of course, ELOprofessional 11 works in harmony with a wide range of systems and integrates with virtually every infrastructure. Today, we offer more than 70 different ERP connectors.

Make ELOprofessional 11 and the wide range of adaptable modules and interfaces the ECM system of choice for your organization.

Breaking information barriers

For more information, go to: www.elo.com/en/integration

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Breaking information barriers

ELO Backup ServerLong-term storage of documents the easy way

ELO BarcodeAutomatically keyword, index, and archive documents with barcode scanning

ELO Business Logic Provider (BLP)Intelligent middleware for connecting processes

ELO COLDFully automated bulk import of printer output and spool data

ELO DocXtractor (DocX)Intelligent, automated analysis and processing of inbound documents

ELO for Mobile DevicesStay connected, any place, any time

ELO for SAPRobust integration with SAP

ELO for SharePointTwo systems – one world

ELO Notebook ClientKnowledge at your fingertips

ELO Notes Server (SAND)Advanced e-mail management for IBM Notes

ELO QuickScanScan and file documents any time, anywhere

ELO ReplicationAutomatic data comparison between multiple locations

ELO XML ImportImport bulk data the fast way

Modules and interfaces

Find out what our additional modules can do and configure ELOprofessional 11 to match your business needs:

www.elo.com/en/modules-and-interfaces

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ELO Business Solutions

Best practices for successYour everyday processes are at the heart of our offering: Get to know the extensive portfolio of ELO Business Solutions.

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The benefits of digital invoice managementwith ELO Invoice

Manage incoming invoices and monitor deadlines

Overview of all your invoices in a convenient dashboard

Automated invoice processingProcess invoices fast, regardless of the format

Integration with existing ERP systems

Easy to connect to SAP, MS Dynamics NAV, DATEV, and many other ERP solutions

Simple-to-use invoice formsForm views let you get invoices approved faster

Implementing an automated invoice processing solution saves your accounts payable department valuable time and resources. No matter whether you work with electronic or paper-based invoices, the real challenge lies in quickly and efficiently processing different formats and handling a greater volume of invoices than would otherwise be possible. After all, employees need to capture and check incoming invoices, assign them to cost centers, route them for approval, and integrate them to the company’s ERP systems. The end-to-end invoice processing solution ELO Invoice supports your entire accounts payable process.

Take the headache out of managing invoices and generate reports and statistics in just a few clicks.

ELO Invoice processes incoming invoices automatically, checks the invoice against the data stored in your ERP system, and finally exports it. An integrated invoice dashboard ensures that you main-tain an overview of all invoices in circulation.

ELO Invoice

Best-in-class invoice solution

For more information, go to: www.elo.com/en/invoice

ELO Business Solutions

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The benefits of workingwith ELO Contract

Practical integrated calendarEasy view of reminders and termination dates

Digital contract filesManage contracts and related documents

Integrated availability of information

Integrate contract data from other applications

Store contracts in a secure repository

Maintain compliance and abide by retention legislation

Contract governance and evaluation options

Monitor ongoing contracts

For more information, go to: www.elo.com/en/contract

Every business relationship is based on a contract. The terms of a contract establish the rights and obligations of each party, and articulate your company’s expectations of service providers, customers, or your employees. Therefore, it’s essential for your organization to have transparent and standardized contract processes, especially when you have a large number of active contracts, which makes it more difficult to keep track of contract terms and deadlines. Using automated processes and smart search tools, you can be more productive and ultimately save time and resources.

ELO Contract is a digital contract management solution based on best practice methods.

ELO Contract gives you complete control of your contracts across their entire life cycle, from drafting to negotiation to execution and expiration. The integrated con-tract management dashboard provides an at-a-glance view of all contracts with a wide range of op-tions for analyzing contract data. You benefit from a rapidly deploy-able solution that can be easily customized to meet your require-ments.

ELO Business Solutions

ELO Contract

Keep an eye on the fine print

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Create an immediate and positive impression of your company by giving visitors a professional welcome from the moment they walk through your front door. An efficient reception desk should also have total visibility of all visitors on your premises, be able to easily coordinate meetings with all meeting attendees, as well as book rooms or additional resources, arrange catering, and handle changes and cancellations.

With ELO Visitor, you can automate these processes and deliver a fluid guest experience.

ELO Visitor

First impressions count

Greet your visitors with a welcome screen and personalized ID badges as soon as they arrive at reception. ELO Visitor also enables you to record information about meetings and visitors and securely store it in a structured repository in ELOprofessional 11. Thanks to an integrated dashboard function for monitoring visitors, you can always keep track of who is currently on your premises or who has signed out and can also gen-erate statistics on the visitor flow.

Create and issue personalized ID badges in no time at all.

ELO Business Solutions

Benefits of a digital visitor management systemwith ELO Visitor

Coordinate visits easilyRegister visitors and enter their details in advance so that they instantly feel welcome

Personal welcomeGreet visitors with a personalized screen

Customized visitor badgesCreate ID badges based on the data entered

Up-to-date visitor listsGenerate a one-click list of all visitors on site

Ensure data protectionEasily delete visitor data to meet GDPR requirements

For more information, go to: www.elo.com/en/visitor

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The ability to pool knowledge resources in a company and use them effectively is crucial for digital success. Understanding what information is important and sharing it with employees is essential to achieving the best possible results. Efficient, company-wide knowledge management demands tools that give people access to all the relevant information they need.

Business Solution ELO Knowledge integrates all your company’s data into a one-stop intelligent knowledge database. Powerful interfaces break down in-house data silos to create a centrally accessible information and know-ledge platform, ensuring data integration among all departments.

ELO Knowledge

Tap into your knowledge assetsELO Knowledge enables you to establish a community where your employees support each other, share their knowledge, and drive great ideas forward.

The ELO Community allows users to effort-lessly share knowledge.

ELO Business Solutions

Modern knowledge management withELO Knowledge

Share knowledge company-wideELO collaboration tools enable em-ployees to exchange information easily and foster effective teamwork

Drive ideas forwardFind new solutions with the integrated idea management function

Motivate employeesCreate an incentive to share know-ledge with a reward system

Find information fastFind relevant information in no time with ELO iSearch

Build a central knowledge platform

Integrate data silos into a meaningful knowledge base

For more information, go to: www.elo.com/en/knowledge

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Manage your recruitment cycle effectively and transparently with Business Solution ELO HR Recruiting. The all-in-one tool allows you to easily submit job requests, accept applications, and conveniently store candidate infor-mation in your master HR system or the ELO digital personnel file. With automatic deletion functions and a user-dependent permissions concept, you also meet the latest GDPR data privacy requirements.

ELO HR Recruiting not only saves you time and resources, it streamlines processes from the moment you request a vacancy to the new employee’s onboarding.

ELO HR Recruiting

Streamline recruitment processes

Thanks to the integrated job portal, you can automatically ad-vertise jobs with a single click, such as on your own company website. Checklists and configurable re-minder functions allow you to keep track of the entire recruit-ment cycle. A dashboard function to group and rank candidates sup-ports the selection process.

Digital candidate management with ELO HR Recruiting

Meet data protection regulationsComply with GDPR and ensure automatic data erasure

Easily transfer candidate dataConveniently integrates with existing systems

Automated recruitment processEfficient processes from job request to onboarding

Extensive ranking systemCompare candidate profiles and skill sets

ELO HR Recruiting lets you have critical data at your fingertips on a mobile device, such as during an interview.

ELO Business Solutions

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Digitization and automation of business processes is also opening up new opportunities in the field of human resources. Business Solution ELO HR Personnel File enables you to create an electronic personnel file that contains all the documentation relating to the employment relationship, regard-less of format.

ELO HR Personnel File

Redefining HR tasks

All correspondence, such as e-mail applications, reference letters, and leave requests, is stored in a central location.

By automating HR processes, ELO HR Personnel File enables your em-ployees to focus on business-centric activities. For example, workflows can trigger standard processes when employees join or leave the company. And, HR staff can easily monitor important dates and approval processes, which means less time is spent managing time-consuming tasks. Finally, ELO HR Personnel File helps you meet the new data protection require-ments imposed under GDPR.

The digital personnel file – ELO HR Personnel File

Create organizational chartsBuild a quick view of your company’s hierarchy

Analyze processesVisualize HR processes with intelligible dashboards

Capture and securely manage HR data

Manage your documents in one location and meet GDPR requirements

Easy process controlIntegrate HR tasks into existing processes and HR systems

GDPR complianceMeet deletion deadlines in accordance with statutory requirements

Thanks to ELO HR Personnel File, you can create employee ID cards in just a few clicks.

For more information, go to: www.elo.com/en/personnel-file

ELO Business Solutions

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Additional information

Your success matters to usChoose ELOprofessional 11 and confidently digitize your business. If you’re ready to take the nextstep towards a digital workplace,ELO is here to help.

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Additional information

Get to know ELO

With ELO webinars, it’s easy to keep up to dateTake advantage of our free webinars and find out everything you need to know about document management and enterprise content management with ELO.

For more information, go to:www.elo.com/en/webinars

Find the partner that meets your require-mentsThere are more than 1,000 certified ELO Business Partners worldwide, giving you the assurance of a competent, trusted partner, wherever you are.

For more information, go to:www.elo.com/en/partnerfinder

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Our customers, their success storiesCompanies of all sizes and industries already run better thanks to ELO prod- ucts and solutions. Read how our customers successfully use ELO to opti-mize their business.

Experience ELO live at numerous eventsWe take part in a large number of national and international trade fairs and events. Plus, we organize our own events, such as the ELO ECM Tour and the ELO ECM Conference — we look forward to seeing you join us!

For more information, go to:www.elo.com/en/referencefinder

For more information, go to:www.elo.com/en/events

ELOprofessional 11Digital innovation made for you

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ELO® is available from:

ELO Digital Office, the ELO logo, elo.com, ELOoffice, ELOprofessional and ELOenterprise are trademarks of ELO Digital Office GmbH in Germany and/or other countries.Microsoft®, MS®, Windows®, Word® and Excel®, PowerPoint®, SharePoint®, Navision® are registered trademarks of Microsoft Corporation in the USA and/or other countries. Other company, product, or service names may be trademarks of other companies. This publication serves only as non-binding general information and is not a substitute for a detailed, individual consultation. The information contained in this publication can be changed at any time without prior notification. Technical characteristics and functions may vary, particularly from country to country. You can obtain the latest information on ELO products, contract terms, and prices from the ELO companies and the ELO Business Partners, and/or from the ELO Channel Partners. The product information reflects the present status. The object and extent of the services are exclusively defined in the corresponding contracts. ELO does not guarantee, warrant, or assure as specific properties that its products or other services provide compliance with specific laws or regulations. The customer is responsible for the adherence to security regulations and other standards of national and international law. We reserve the right to make changes and assume no liability for errors and misprints. Reproduction and/or distribution, in part or in whole, is only allowed with written consent from ELO Digital Office GmbH. © Copyright ELO Digital Office GmbH 2018. All rights reserved. I 20180822

USAELO Digital Office Corporation, 50 Milk Street, 16th floor, Boston, MA 02109, USA; info-usa@elo.com

EuropeELO Digital Office GmbH, Tübinger Strasse 43, 70178 Stuttgart, Germany; info@elo.com

AsiaPT ELO Digital Office Indonesia, AKR Tower (Gallery West), 16 A Floor,Jl. Panjang No.5 Kebon Jeruk, Jakarta Barat 11530, Indonesia;info@elo.co.id

Asia –PacificELO Digital Office AU/NZ Pty Ltd, Level 7, 146 Arthur St, North Sydney NSW 2060, Australia; info@elodigital.com.au