Therefore. People. Process. Information Product Brochure

Transcription

1 People. Process. Information Product Brochure

2 Therefore revolutionizes Why? the way information is managed and shared In today s fast-paced business environment, in your business. efficient information and document management is essential. Gain a competitive edge by being able to store, access and retrieve your data instantly. Protect yourself against any breach of data liability, and boost the confidence of your staff and customers through newfound efficiency and reactivity. you can streamline business processes Find your information quickly View all ongoing processes and outstanding tasks Free your office of paper Streamline customer communication, and generate responses automatically Use automatic versioning to keep track of changes Enable mobility Increase information security Connect your ERP/CRM system Save and index s automatically is a premium information management system for enterprises suited for managing any type of information. Paper and electronic documents, including s CAD files, spoolfiles, images and even video can be stored, shared, and processed, in a secure, user friendly manner. can be easily integrated into your existing IT environment, using our existing connectors or our enterprise-class SDK. As a Microsoft Gold Certified partner, quality is our passion and rigorous QA tests are emplyed to ensure the reliability of our product. End users and administrators alike will appreciate our intuitive user interface, flexible workflows annotations, electronic signatures, easy integration, and a high powered search engine. allows you to capture, organize, and access all content and other business-critical information. With an easy-to use user interface, any PC-competent user can start working more efficiently immediately. 2

3 Find your Information enables you to find your information in any format in seconds. Find all your information in seconds, using keywords, full-text and category searches. Text can be read from images, enabling you to find any kind of document in seconds. Importing Your Documents Regardless if your information comes in electronically or physically, we can provide you with the tools to get it into and index it correctly. Paper documents such as invoices and reports can be imported and automatically indexed using our Capture Client. We support barcode recognition, OCR and can integrate with intelligent scanning solutions such as Kofax and IRIS to even further automate scanning needs. Electronic documents can be automatically imported and information can be extracted for stress-free processing. Once imported into the system, documents can be incorporated into workflows, cases, and incorporated into retention policies for safekeeping and eventual deletion. be Productive We strive to ensure working with is intuitive. That s why it s easy to sort documents, add notes, comments, signatures and stamps to documents directly from the interface. Receive notifications when new documents are added, when changes have been made, and reminders when tasks are overdue, or when employees fall behind. can even generate documents based on archived information, and send out those documents as s or attachments to your contact lists. And, those responses can then be automatically stored in for further improved communication. 3

4 Securely Store, Automatically Save and Backup Therefore revolutionizes the way information is can import and store from Microsoft managed and shared Outlook, Exchange and IBM Lotus Notes, either in your business. offers numerous solutions for archiving s. automatically or through user intervention. s can be organized in combination with other similar documents. When using Microsoft Outlook, can automatically extract the name of the sender, recipient, date, subject and other information and use it to automatically index and save the . The connection to Outlook, as well as data capture profiles is included at no extra charge in all editions. the security of your information is guaranteed Electronic Signature Documents are saved in in their original formats and are automatically signed by upon receipt. This includes information about the document and its contents, which helps ensure the legitimacy of file. In addition, it s possible to add a personal electronic signature when exporting documents, and affix an electronic signature to PDFs. Permissions & Security makes it possible to easily import users from Active Directory or LDAP, and assign permissions based on groups, index data or even on a singular document level. Legal Compliance securely stores documents and prepares them for deletion once their legally mandated period has passed. Export function allows documents to be exported if necessary to alternative media. Storage Devices supports primary and backup storage, on secure media, including NAS, RAID, and NetAPP SnapLock. Administration Centrally administer the system, add users, create workflows using our graphic drag & drop workflow module, set permissions, and even add servers through our Solution Designer. is completely scalable, moving from 1 to the enterprise is simple; all you need to do is update the license, and configure additional users. Administration is extremely easy; you can quickly learn to independently administor the system. No customization is necessary. 4

5 Save your Information comes standard with a connector to Microsoft Office. This meakes it easy to save documents from Word, Excel, PowerPoint and more directly to using the Save to button. Any other kind of document, including CAD drawings and videos can be saved into using drag and drop. Electronic Document Import You can use your existing Windows Structure to index and import your documents into. Documents can be accessed directly from Windows Explorer or from applicaitons. offers several methods for saving large quantities of electronic files in a completey automated way. Any type of document, including images, PDF, and XML can be saved and indexed automatically. Viewing your Information Documents can be viewed using the Viewer even if the matching applicaiton is not installed on the user s PC. In addition to displaying documents, the Viewer can display and play videos. Manage Cases, Records, and Projects Related documents, pertaining to a case, record or project can be managed collectively within. The Case Manager provides an overview of all documents related to the case at once, lets you see which documents are missing, and even start and process workflows on the case level. Since is so flexible and user friendly, a case for any sector, or any type of documents can be created in minutes. 5

6 One of the benefits of information management is the Therefore ability revolutionizes to access business documents outside the way the information office without is compromising security. managed The and shared mobile app makes in your accessing business. documents, cases and workflows on the go a breeze. means mobility Anywhere No internet? No problem! anywhere enables you to take your documents offline, make changes, and then, once reconnected, synchronize with the server. Web Access Web access give you the power of document management system directly from your web browser. All common browsers are supported including Google Chrome, Mozilla Firefox, Internet Explorer, Safari, and Opera. Find, view, edit your documents, and process workflow tasks. This is a great addition for employees who work from home, or those who spend time away from their office network Process workflows Workflows can be configured to improve process efficiency, decrease delays and improve the visibility, and transparency of an endless number of processes. Validate contracts, approve invoices, and receive notifications when a file has been completed and more- using our Workflow. functionality and editing capabilities. New workflows can easily be designed by administrators using our drag-and drop graphical interface. Mobile App The Mobile app is a great companion to your system, enabling you to stay in touch with your workflows, cases, and documents. From the mobile app, you can take pictures and send them to, process workflows, view documents and cases, and send files from supported applications to. The Mobile app is supported on Android phones and tablets, Windows phone, Window 8, Windows RT, and iphone and ipad devices. In addition, the mobile app can be used with the Canon Capture on Touch to enable documetns to be scanned using a portable scanner and a tablet. A great efficiency booster for traveling employees, salesmen, who want to be able to save signed contracts and more directly into the system on the go.

7 Therefore Online Organisations looking for an alternative investment to IT infrastructure will be attracted to Cloud Computing, which provides management-free, maintenancefree service, while giving the flexibility to quickly increase user licences and document storage when needed. Therefore Online provides similar functionality to the installed version but, instead of being installed in your network, it is installed in a highly secure hosting centre. Low start-up costs and monthly payments make it economically viable even for companies on a tight budget. Therefore Online makes it easy to scan to the cloud, and print from the cloud. Therefore Online technology comes with capturing, indexing, searching and storing functionalities. Users can access the documents at any time, and any place with an Internet connection. Access Online using our standard installed client software, Web Access, or a mobile app. Automated Indexing Indexing Profiles allow information from a document s contents to be automatically extracted and saved to. Information can easily be extracted from Office templates, s, and even PDFs. Templates can be accessed directly from and integrated in Workflows, Cases, and Online. Conversly, it s also possible to use the index data of documents to populate fields in Office documents. Altogether, offers a complete solution for incoming and outgoing mail. From generating a template, saving and indexing it in, generating a response, and replying to the sender - provides a streamlined solution for all. 7

8 Therefore Regions: North and South America Personal Edition Workgroup Edition Essentials Edition Enterprise Edition One user 5-50 users 5-50 licenses 2- Unlimited Users Server / Database / Storage Windows Server 32/4-bit 1 Microsoft SQL Server Oracle IBM DB DAS, NAS, San and local RAID Netapp Multi-Servers in Different Locations Therefore Clients Navigator, Viewer, Capture Client, and Case Manager 4 Web Access (Web Navigator & Viewer) 5 Gadget (Web and Installed) Mobile App (Tablet, Phone) 7 Integrated Workflow Therefore Document Workflow GUI Drag & Drop Dorkflow Designer Security & Permissions Windows Integrated Security Active Directory Therefore Internal Users Signed PDFs, Digital Signatures LDAP/ SAMBA Support Document Features Open file format Multi-format Content Viewer Annotations (PDF & TIFF documents) Version control (including comments) Generate Documents 8 Case Management Templates and Indexing Profiles 8 Document Administration Information Lifecycle Management Audit Trail Capture Integration Therefore Capture Client (Barcode/OCR) Therefore MFP Application Kofax Capture Kofax Adrenaline support in Capture Clinet ecopy ShareScan Support for ISIS & TWAIN drivers Scan Formats TIFF, PDF, PDF/A archiving Microsoft Outlook Mailbox Monitoring Microsoft Exchange Server IBM Lotus Notes Electronic Document Import Therefore PDF Printer Batch Document Loading Automatic Import with Content Extraction ecopy PDF Pro Office Additional 3rd Party Integration Integration with External Databases Microsoft Office 3rd party applications using Universal Connector 9 Windows Explorer Microsoft Dynamics NAV 9 Microsoft SharePoint 10 SAP Netweaver Plug -Ins from 3rd Party Providers Objectif Lune PlanetPress All Document Capture Solutions by I.R.I.S. Storage of all Documents and Videos User Interface in Numerous languages Custom Integraiton (Therefore API) 1 Supported versions: Windows Server 2003, SP2, 2008, SP2, 2012, SP2 2 Microsoft SQL Server Express is also supported, but restrictions apply. Please contact Micrsoft for more information 3 IBM DB2 Express-C supported in Business Edition 4 Supported Client operating systems: Windows Vista, SP2; Windows 7, SP1; Windows 8, Supported Browsers: Internet Explorer 7.0, Mozilla Firefox 10.0+; Google Chrome 20.0+, Opera 12.0+, Safari 5.0+ Installed Gadget supported on Windows Vista and Windows 7, newer version require 3rd party software 7 Mobile app supported on Android 2.2+, ios 4.3+, Windows Phone 8+, Windows RT,+ Windows 8+ Mircosoft Word, Excel, Outlook, PowerPoint, Visio, and Project templates supported with Office 2007 SP3 or later 9 All applications must be tested with Universal Connector. Support for Microsoft Dynamics NAV RTC clients provided by the Universal Connector 10 Supported versions: Microsoft SharePoint 2007, 2010, 2013 * Contact your local Canon office for details Final specifications are subject to change without notice. and : All company and/or product names are trademarks and/or registered trademarks of their respective manufacturers in their markets and/or countries. Therefore Corporation 2014 Any 3rd Party products or items that are shown or referred to may be either trademarks and/or registered trademarks of the respective owners. The publisher and the author make no claim to these trademarks. While care has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document.

9 Therefore Regions: Africa, Asia, Australia, Europe, Middle East, _ Oceania Personal Edition Workgroup Edition Business Edition Online One user 5-50 users 2 - Unlimited users 1- Unlimited Users* Server / Database / Storage Windows Server 32/4-bit 1 Server Infrastructure provided Multi-Servers in Different Locations as part of service Microsoft SQL Server Oracle IBM DB DAS, NAS, San and local RAID Netapp Therefore Clients Navigator, Viewer, Capture Client, and Case Manager 4 Web Access (Web Navigator & Viewer) 5 Gadget (Web and Installed) Mobile App (Tablet, Phone) 7 Integrated Workflow Therefore Document Workflow GUI Drag & Drop Dorkflow Designer Security & Permissions Windows Integrated Security Active Directory Therefore Internal Users Signed PDFs, Digital Signatures LDAP/ SAMBA Support Document Features Open file format Multi-format Content Viewer Annotations (PDF & TIFF documents) Version control (including comments) Generate Documents 8 Case Management Templates and Indexing Profiles 8 Document Administration Information Lifecycle Management Audit Trail Capture Integration Therefore Capture Client (Barcode/OCR) Therefore MFP Application Kofax Capture Kofax Adrenaline support in Capture Clinet ecopy ShareScan Support for ISIS & TWAIN drivers Scan Formats TIFF, PDF, PDF/A archiving Microsoft Outlook Mailbox Monitoring Microsoft Exchange Server IBM Lotus Notes Electronic Document Import Therefore PDF Printer Batch Document Loading Automatic Import with Content Extraction ecopypdf Pro Office Additional 3rd Party Integration Integration with External Databases Microsoft Office 3rd party applications using Universal Connector 9 Windows Explorer Microsoft Dynamics NAV 9 Microsoft SharePoint 10 SAP Netweaver Plug -Ins from 3rd Party Providers Objectif Lune PlanetPress All Document Capture Solutions by I.R.I.S. Storage of all Documents and Videos User Interface in Numerous languages Custom Integraiton (Therefore API) 1 Supported versions: Windows Server2003, SP2, 2008, SP2, 2012, SP2 2 Microsoft SQL Server Express is also supported, but restrictions apply. Please contact Micrsoft for more information 3 IBM DB2 Express-C supported in Business Edition 4 Supported Client operating systems: Windows Vista, SP2; Windows 7, SP1; Windows 8, Supported Browsers: Internet Explorer 7.0, Mozilla Firefox 10.0+; Google Chrome 20.0+, Opera 12.0+, Safari 5.0+ Installed Gadget supported on Windows Vista and Windows 7, newer version require 3rd party software 7 Mobile app supported on Android 2.2+, ios 4.3+, Windows Phone 8+, Windows RT,+ Windows 8+ Mircosoft Word, Excel, Outlook, PowerPoint, Visio, and Project templates supported with Office 2007 SP3 or later 9 All applications must be tested with Universal Connector. Support for Microsoft Dynamics NAV RTC clients provided by the Universal Connector 10 Supported versions: Microsoft SharePoint 2007, 2010, 2013 * Contact your local Canon office for details Final specifications are subject to change without notice. and : All company and/or product names are trademarks and/or registered trademarks of their respective manufacturers in their markets and/or countries. While care has been taken in the preparation of this document, the publisher and the author assume no responsibility for errors or omissions, or for damages resulting from the use of information contained in this document. Therefore Corporation 2014