Product Configuration Match Card General Info

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Product Configuration Match Card General Info Fortis or Fortis SE Customers can upgrade Fortis licenses and add-on modules to equivalent DocuWare licenses.

1 Product Configuration Match Card General Info Fortis or Fortis SE Customers can upgrade Fortis licenses and add-on modules to equivalent DocuWare licenses. This document matches core Fortis and add-on modules to the corresponding or DocuWare software. Cloud Option Option Base DocuWare PROFESSIONAL Server (includes 4 Named Client Licenses 20GB Storage) -or- -or- DocuWare ENTERPRISE SERVER Professional II -or- (includes 15 named client licenses and 50GB Storage) Enterprise II (includes 40 Named Client Licenses 100GB Storage) Optional: Connect to Outlook DocuWare Mobile Barcode & Forms Connect to Ricoh Optional: Additional Client Licenses and Storage 1

2 Combine Fortis View + Scan + Edit Licenses Fortis has different license types: scan, edit and view. All DocuWare client licenses have full functionality. Cloud Option Option Base 4 Named Client Licenses and 20GB Storage Professional II 15 Named Users and 50GB Storage Enterprise II 40 Named Client Licenses and 100GB Storage Additional Named Users and Storage Available for All Cloud Configurations Licensing Tiers (concurrent): 1-4 DocuWare Client Licenses 5-9 DocuWare Client Licenses DocuWare Client Licenses DocuWare Client Licenses DocuWare Client Licenses DocuWare Client Licenses DocuWare Client Licenses DocuWare Client Licenses 150+ DocuWare Client Licenses Fortis Modules Fortis Workflow is upgraded to DocuWare Workflow and/or Task Manager DocuWare Workflow includes a drag-and-drop workflow designer that documents your workflow in a flowchart as you create it. DocuWare Task Manager uses Task Lists and Notifications to manage simple workflow and accomplish daily tasks. Included with : DocuWare Workflow DocuWare Task Manager DocuWare Workflow and/or DocuWare Task Manager 2

3 Fortis ImageIt is upgraded to Smart Connect Smart Connect integrates documents with third-party software applications by reading text directly from the application and using it as a search term in DocuWare. Documents relating to a data record opened in another application are easy to call up using a button Smart Connect embeds in that application. Included with : Smart Connect Smart Connect Fortis FormIt is upgraded to DocuWare Forms DocuWare Forms allows your organization to convert recurring manual form filling and filing processes to a simple digital process within DocuWare. Data is captured instantly and accurately in a web form and then archived and stored in a central file cabinet.customers may also choose to continue to use FormIt directly supported by Frevvo. Included with : DocuWare Forms DocuWare Forms 3

4 Fortis Data Entry Assistant is upgraded to DocuWare Autoindex DocuWare Autoindex uses data records which are already available in the IT system to index documents automatically in DocuWare. Included with : DocuWare Autoindex DocuWare Autoindex pricebook Fortis Update Assistant is upgraded to DocuWare Autoindex DocuWare Autoindex uses data records which are already available in the IT system to index documents automatically in DocuWare. Included with : DocuWare Autoindex DocuWare Autoindex pricebook Fortis Portal is upgraded to DocuWare Web Client Server Licenses Read-Only DocuWare Web Client Read-only provides unlimited authenticated read-only access to the DocuWare system. Professional, Enterprise Included (Unlimited Users) Flex Not Available DocuWare Web Client Server License Read- Only 4

5 Fortis ApproveIt is upgraded to DocuWare Workflow Manager and/or Task Manager DocuWare Workflow includes a drag-and-drop workflow designer that documents your worklfow as you create it. DocuWare Task Manager uses Task Lists and Notifications to manage simple workflow and accomplish daily tasks. Included with : DocuWare Workflow DocuWare Task Manager DocuWare Workflow and/or DocuWare Task Manager Fortis CD Express is upgraded to DocuWare Request DocuWare Request creates an autonomous copy of DocuWare documents that can be shared, searched, and viewed without using DocuWare software. Included with : DocuWare Request Included with DocuWare On Premise: DocuWare Request Fortis Planet is upgraded to With you can easily and efficiently import documents directly into your DocuWare system. The module works in the background monitoring selected folders in your file system or network to automatically move all incoming files into DocuWare, where they can be indexed as needed. Included with : 5

6 Fortis Test Bench is upgraded to a DocuWare Server License The same DocuWare Server License can be used for both production and test systems. No additional DocuWare license is required. Not Applicable Included with DocuWare On Premise: DocuWare Server License Fortis Disaster Recovery (No Double Take) is upgraded to an additional License of DocuWare PROFESSIONAL SERVER or ENTERPRISE SERVER You may load balance or fail-safe your DocuWare system by purchasing additional DocuWare Server Licenses. Not Applicable Additional license of DocuWare PROFESSIONAL Server or ENTERPRISE server Fortis DocPack is upgraded to DocuWare Request DocuWare Request creates an autonomous copy of DocuWare documents that can be shared, searched, and viewed without using DocuWare software. Included with : DocuWare Request Included with DocuWare On Premise: DocuWare Request No additional cost. Fortis Kofax Connector is upgraded to DocuWare Autoindex 6

7 DocuWare Autoindex uses data records which are already available in the IT system to index documents automatically in DocuWare. Included with : No additional cost. Free License upgrade: Artsyl Capture Products The full array of Artsyl Capture products, which are compatible with DocuWare, can be found in the DocuWare DouWare Cloud Add-On Add-On Fortis Embedded SQL License You may continue to use your Fortis Embedded SQL license with DocuWare. Not Applicable Add-On Fortis EnableIt is not available Fortis SignIt is not available Signature annotations are included in the DocuWare Server License. Fortis ecopy Connector is not available 7

8 Fortis FaxIt is not available Planet Press Software Direct support on Planet Press is not available. Contact Objective Lune. Planet Press import is available through. Double Take Server Licenses Direct Support on DoubleTake is not available. Contact Vision Solutions. This document can also be found here: For more information please visit our website at: 8

Index archived documents automatically from external data source

Autoindex ProductInfo Index archived documents automatically from external data source Many of the documents you need to archive will already have existing categorization criteria and search words in the