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Knowledge Tree Overview

Date post: 24-May-2015
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About KnowledgeTree, a cloud-based document management solution for businesses.
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Document Management Made Simple
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Page 1: Knowledge Tree Overview

Document Management Made Simple

Page 2: Knowledge Tree Overview

The big problem.

60% of companies are faced with

document chaos AIIM State of ECM Industry Research, 2010

Page 3: Knowledge Tree Overview

The other big problems.

Why is it so expensive to gain control

of my documents?

Why are document management

applications so hard to use?

Why can’t I get my documents when and

where I need them?

Page 4: Knowledge Tree Overview

What is KnowledgeTree?

KnowledgeTree makes document management simple

Secure vault Global access Organized

documents

Team

collaboration

Lifecycle

management

Page 5: Knowledge Tree Overview

Where are my documents?

Central online vault for

document storage:

• Drag & drop into vault

• Store any file type

• Preview and edit

documents online

• Access documents

from anywhere

Page 6: Knowledge Tree Overview

How do I find my documents?

• Search document

contents and

properties

• Search within:

Microsoft Office,

OpenOffice.org, PDF,

Text, etc.

Page 7: Knowledge Tree Overview

Can I customize descriptions?

• Add descriptive tags

• Create custom fields

• Property fields may be text, dates, rich-text, or pick lists

• All custom properties are searchable

Page 8: Knowledge Tree Overview

How do I find what I need?

• Find what you need

with enhanced

previews

• Navigate quickly with

recent folders

Page 9: Knowledge Tree Overview

How do I save time?

• Edit descriptions in

context

• Share easily from the

document page

• Launch workflows and

alerts in one spot

Page 10: Knowledge Tree Overview

How do I find documents on the go?

• Search & find documents

on your mobile device

• View documents

anywhere

• Store documents securely

on your device

Page 11: Knowledge Tree Overview

How do I manage documents on the go?

• Upload documents to your

online vault

• Notify team members

about latest updates

• Share documents from

anywhere

Page 12: Knowledge Tree Overview

How do I access the latest version?

• Always have latest

versions on desktop

• Synchronized two-ways to

keep colleagues current

• Work offline, or on the go

• Complements

KnowledgeTree for Office

Page 13: Knowledge Tree Overview

• Retain and track all versions

• Access previous versions

• Lock documents

• Get notified in Microsoft Office when opening an outdated version

How do I track versions?

Page 14: Knowledge Tree Overview

How do I get alerted?

• Set alerts on a

single document

or class of

documents

• Trigger date can

be a fixed or

relative

Page 15: Knowledge Tree Overview

Can I manage lifecycles?

• Define document

routing workflows

• Move documents

through the steps of

a workflow

• Report on which

documents are in a

workflow

Page 16: Knowledge Tree Overview

Can I use scanned or faxed documents?

• Scan or fax directly

to your vault

• Integrate with

imaging software

from Kofax or

Capsys

Page 17: Knowledge Tree Overview

How do I secure my documents?

• Secure data in transit via SSL

• Stay protected with SAS70 Type II

secure datacenters

• Simplify user control via LDAP, AD

& single sign-on

• Audit / report on document history

• Protect your assets with disaster

recovery and offline backup

Page 18: Knowledge Tree Overview

How do I control access?

• Select document

permissions

• Create groups that reflect

your organization’s

structure

• Allocate users to groups

• Allow specific groups

access to folders and

documents

Page 19: Knowledge Tree Overview

How do I share documents?

• Share documents and folders with coworkers and external parties

• Recipients receive email notifications

• Control whether sharing is read-only or read-write

Page 20: Knowledge Tree Overview

How do I access from Microsoft Office?

• Access and edit documents

from within Microsoft Office

and Outlook

• Co-author documents with

coworkers

• Get notifications when new

versions are available,

merge with existing content

• Add emails or their

attachments to the vault

Page 21: Knowledge Tree Overview

How is KnowledgeTree different?

• Easily and securely share documents

• Tools that support document lifecycles

• Continue using Microsoft Office tools

• Documents are available anywhere, anytime

• Download offline backups of your documents

• Integrate with Active Directory / LDAP / Single sign-on

• Cloud solution is always current -- no upgrades needed

• Many plans provide for unlimited users

Page 22: Knowledge Tree Overview

New Value in KT v.2

Control Simplified Manage documents

with in context tools

Always Current Access documents

on your computer

Access Anywhere

View and manage documents on the go

Page 23: Knowledge Tree Overview

Who is using KnowledgeTree? Select Customers

Page 24: Knowledge Tree Overview

Secure vault Global access Organized

documents

Team

collaboration

Lifecycle

management

Page 25: Knowledge Tree Overview

Document Management Made Simple


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