Notes
Slide Show
Outline
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eMail and Fax Integration
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EZ Barcode Generator
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Archiving via eMail
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Retrieval via eMail
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SMARTi 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 and scroll thru multiple documents of any type in a single PDF
  • View multiple documents side-by-side
  • View as PDF or XLS (COLD only)
  • Up/down sorting of drawers, folders, documents and index fields
  • Workflow, searchable case notes and annotations
  • My Cart – Checkout, Export selected data to Excel, PDF batch print, save or email
  • Add or change index values
  • Change user password
  • Email notification with URL link to SMARTi Web to view document and use workflow
  • Automatic session termination, support for authentication cookies
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"Built-in document/work routing – simple..."
  • Built-in document/work routing – simple to set up, simple to use
  • Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support
  • Document-centric – work items are SMARTi documents with case notes (emails, images, faxes, office docs, reports, etc.).
  • Secure work item routing – pre-defined users, roles, groups, states
  • Optional notifications via eMail – reminders, timed escalation
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Workflow Routing
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"Transforming Business Documents into"
  • Transforming Business Documents into
  •  Organized Information Assets