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Document Solutions . Document Submission Archive. Repository for Submission and Sharing of Time-Sensitive Documents. July 2009. Document Submission Archive. Applications Loan Origination Escrow Student Aid Legal Discovery Estate Planning Tax Preparation Auditing - PowerPoint PPT Presentation
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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
[email protected]@filemark.com
CC or Fwd eMaill
To: [email protected]: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