Document Solutions

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

July 2009

Repository for Submission and Sharing of Time-Sensitive Documents

Document Submission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Submission Archive

Applications

• Loan Origination• Escrow• Student Aid• Legal Discovery • Estate Planning• Tax Preparation • Auditing• Invoice Processing• Remote Business Reporting• Selective Email Archiving

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

What is it?

• Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents

• Easy document submission – via eMail, email attachments, fax or MFP scanner• Save (send) directly from MS Office or Outlook • Return eMails – for confirmations, error corrections or notifications• Flexible document indexing, classification, date/time stamping, optional

manual metadata completion, image OCR • Support for document revisions, view revision histories• Secure, encrypted browser-based access to document repository• Quickly find documents and folders – by metadata query, query by example, query

by email, content search, taxonomy browse or saved queries• All documents converted to PDF – for view, annotations, print, email and save• Required documents auditing, easy document workflow routing• On-line user registration with flexible document security• Software purchase or SaaS – on-site or off-site

DocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Benefits

Clearing house for easy collection and sharing of time-sensitive documents Efficient, paperless document submission process Saves time, labor and money

– eliminates the need for clients to copy and mail or physically deliver time-sensitive paper documents

– no need for clients to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi repository

Consolidates documents from multiple sources and facilitates document sharing among multiple parties

Enables instantaneous transaction processing Eliminates or augments centralized scanning and indexing Improves document search, security, control and collaboration Ensures process and procedural compliance

DocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

eMail and Fax IntegrationeMail and Fax Integration

eMaill

CoversheetFax

Subject: index1; index2; index3Attachments

SMARTi.Mail@filemark.comSMARTi.Mail@filemark.com

CC or Fwd eMaill

To: smarti.filemark@verizon.netFrom:Subject: index1; index2; index3 Date / Time:Attachment: file name

SMARTi Document

Submission Archive

ScannerSubject: index1; index2; index3

eMaill

• Document submission / retrievalDocument submission / retrieval• Metadata extractionMetadata extraction• Image OCR for content searchImage OCR for content search• Conversion to PDFConversion to PDF• Confirm or Reject via eMailConfirm or Reject via eMail• On-line user registrationOn-line user registration

DocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

EZ Barcode GeneratorEZ Barcode GeneratorDocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Archiving via eMail Archiving via eMail DocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Retrieval via eMailRetrieval via eMailDocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

SMARTi WebSMARTi 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

DocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

• 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

SMARTi WorkflowDocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Workflow RoutingWorkflow RoutingDocumentSubmission

Archive

Document Solutions Document Solutions

Confidential Property of FileMark CorporationConfidential Property of FileMark Corporation

Transforming Business Documents into Organized Information Assets

Document Solutions Document Solutions

www.filemark.com

508-865-4844508-865-4844