SMARTi User Manual
SMARTi Administrator's Manual
SMARTi Web User Guide
SMARTi
Enterprise PAD
SimpleIndex
Manual
SimpleQC
Manual
SimpleCoversheet
Manual
SimpleSend
Manual
SMARTi COLD for
ECM PAD
SMARTi COLD for Alfresco PAD
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SMARTi Enterprise
SMARTi
combines the technologies of imaging, workflow, document
management, COLD and records management and into a powerful
Web-enabled application. SMARTi has a single database, a
universal repository and unified
desktop and browser clients for all document types and
formats. SMARTi provides integral workflow capabilities and
can be seamlessly integrated into virtually any
line-of-business application. SMARTi is highly scalable and
flexible. Individual functional modules and configurations can
be deployed to meet specific solution needs.
White Paper
- Document Management and the Web
SMARTi Browser Client
SMARTi Imaging
SMARTi Imaging efficiently
captures high volumes of scanned or imported documents.
Imaging documents usually consist of business-critical
customer-facing transaction information such as application
forms, payments, claims, checks and correspondence. These
documents are often used for new business, order entry,
customer service or case processing applications. The same
infrastructure can be used to “check-in”, classify and manage
electronic office documents, fax, eMail and rich media.
Built-in SMARTi Workflow can be
used for document approvals, action requests, forms
completion, multi-step case management or transaction
processing.
SMARTi Imaging Presentation
SMARTi SimpleIndex
SMARTi PDF Editor
SMARTi
Workflow
SMARTi Records Management Presentation
SMARTi COLD/ERM
Computer Output to Low-cost Disk
/ Enterprise Report Management
SMARTi COLD captures high
volumes of host computer source documents for online storage
and retrieval. Instead of storing paper copies of computer
output reports and forms in filing cabinets or on microfiche, SMARTi COLD stores them online electronically and allows users
to find and retrieve specific documents by performing searches
or by browsing through electronic file cabinets, drawers and
folders. Documents will never be lost or misfiled because SMARTi
automatically indexes specific information contained in
reports, statements and invoices into a database. And, unlike with microfilm
or paper documents, multiple users can search for and
instantly view the same document simultaneously.
FileMark also offers optional
Dynamic Report Transformation to reformat and enhance
computer output, on the fly, for persuasive marketing
applications. Makes ugly printing look pretty.
Summary of COLD/ERM Benefits
Reduced
Consumables Expenses: You’ll no
longer need reams of wide green-bar paper,
blank pre-printed forms, toner, boxes and binding folders
Reduce
Storage Costs: No need to use valuable
office space or off-site facilities to store
reports
Reduced
Labor Costs: No more printing,
delivering, photocopying or retyping portions
of reports into other applications
Increased Employee Productivity:
Reports are available to everyone that needs them –
anytime, anywhere. You’ll never misplace the files or need to
re-print reports
Transform
Computer Output: Improve the visual impact of printed or
eMailed statements
and invoices
SMARTi COLD Presentation
SMARTi
Enterprise Report Management
SMARTi eMail Archiver Presentation
SMARTi Dynamic Report Transformation
SMARTi Dynamic Forms Designer
SMARTi
Document Submission Archive
The SMARTi Document Submission
Archive (DSA) is a clearinghouse for easy submission, sharing
and processing of time-sensitive documents. It offers an
efficient, paperless methodology for participants to submit
documents via email, email attachments, MFP scanners or
fax.
DSA consolidates documents from multiple sources, facilitates
document sharing among multiple parties and enables
instantaneous, paperless transaction processing. DSA saves
time, labor and money by eliminating
the need for
clients to copy and mail or physically deliver time-sensitive
paper documents.
Also, there is
no need to print and mail copies of electronic
documents – just attach one or more documents to an
email and send it to the SMARTi repository.
DSA can augment or even eliminate centralized document
scanning and indexing operations. It improves document search,
security, control and collaboration while ensuring process and
procedural compliance.
Applications include remote
document submission for loan origination, student aid
qualification, tax preparation, estate planning, legal
discovery, audit reporting, escrow, off-site eMail archiving
and paperless invoice
processing.
SMARTi
Document Submission Archive
SMARTi Document Submission Archive Presentation
SMARTi COLD Add-on for
ECM Vendors
Virtually all of today’s best
selling Enterprise Content Management (ECM) systems offer
comprehensive COLD functionality. But many of the newer
vendors entering the ECM market do not offer COLD at all.
Others offer simple ASCII COLD but cannot the capture advanced
PCL, PDF, Postscript, IBM AFP or Xerox Metacode print formats.
Obviously COLD is not necessary for every ECM sale. But if it
is required for a project, and your ECM solution has no COLD
functionality, your competitor will win the business.
FileMark
also offers optional
Dynamic Report Transformation to reformat and enhance
computer output, on the fly, for persuasive marketing
applications. Makes ugly printing look pretty.
FileMark
is a pioneer and an expert in COLD technology. We have been
deploying departmental COLD solutions for end users for over
twenty years. Today, FileMark COLD technology can be used to
extend the functionality of any ECM system. Our add-on
component pricing is much more affordable than that of a
standalone COLD system. You can specify exactly what type and
level of component functionality you need and we will
integrate our code with your ECM system.
SMARTi COLD
Add-on for ECM
SMARTi COLD for
Alfresco
SMARTi Dynamic Report Transformation
SMARTi Dynamic Forms Designer
SMARTi Repository
Add-on for TransPromo
TransPromo
is a compound expression formed from the words "transaction" and
"promotional.”
TransPromo communications refers to a transaction
document that
contains one
or more promotional messages positioned alongside essential
transactional information. These documents use the white space
within billing
documents, statements, explanations of benefits, notifications,
and other
transactional documents to deliver targeted marketing messages
with full color
imagery and/or highlight color text. Transaction documents are a
repeat, personal
customer touch point. Consider your bills, invoices, account
statements, and
notifications as regularly scheduled meetings with each of your
customers. Statements
attract attention. 95% of statements are open and read by
consumers. Market research
shows that consumers spend an average of 2 to 3 minutes
reviewing their statements,
with 20% spending more than 5 minutes.
TransPromo provides substantial value for
companies in that it can transform documents that are considered
a cost to business into documents that actually deliver tangible
benefits. TransPromo enables organizations to
better reach customers, better track responses and affiliated
sales, increase response
rates, and breathe new life in existing transactional documents.
It opens up a new
communication channel between your company and your customer.
FileMark
offers secure web-based repository and email notification
software for end-to-
end TransPromo solutions. All transactional documents are
automatically converted to
PDF format and indexed into a database and text search engine
for instant web-based
retrieval via URL links embedded in email messages. Saves
the cost of printing, paper,
ink, copies, multi-part forms and postage – ROI is measured in
mere months. Quickly
locate, view, print, annotate and email historical documents
from anywhere via a browser
for customer self-service. Supported print formats include
ASCII, EBCDIC, PCL, PDF,
Postscript, Xerox Metacode/DJDE, and IBM AFP. Optional redundant
database, repository,
and storage for built-in passive disaster recovery.
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