K-doc Plus Presentation

2. CREATE CLOUD BASED SYSTEMATIC RECORDS OF DOCUMENTS, EMAILS, KNOWLEDGE DOCUMENTS & TEMPLATESFOR EASYREFERENCE & RE-USE Increase Efficiency & Enhance Productivity

3. THE PAIN, WE UNDERSTAND File & Folder Naming Convention Alwaysdiffer from person to person Complex Folder Hierarchy Difficult to follow every time Sis & Me No compelling mechanism for one place centralized storing

4. Historical Documents Working Documents Two files with similar names can’t be saved in the same folder Scattered Documents across Office Network Lack of Segregation of files as Current or Old Email Overload & Outlook rules not enough to remain Organized Typical Identification of the final draft from multiple copies Unorganized/Misplaced Knowledge Documents

5. Loss documents due to Hard Disk Crush / Virus Attack Retrieval of files is complicated because of confusing names Difficult to retrieve of files due to absenteeism/transfer of staff Painful to maintain legal documents & records in an organized way Managing hard copy of documents for long duration of time is difficult Accidental Overwriting of Documents & Templates

6. Unorganized media files like event pictures or videos etc. Want to digitize all your hard copy documents like receipt, invoice, pro forma invoice etc. Difficult to identify the final draft from multiple copies Can’t access files anywhere or at anytime when required

7. THE NET RESULT OF HINDRANCES HAPHAZARD FILE MANAGEMENT Lack of Record Management System Lack of Knowledge Management System No Continuity Management plan

8. WHAT KDOC PLUS DOES? ▪Access File Anywhere ▪Smart Management ▪Quick Retrieval ▪Digitize Records ▪Maximum Usage of Past Experience ▪Email Productivity With Microsoft Outlook Helps to haveLess Paper Office

9. THE ROADMAP TO PRODUCTIVITY

10. UNDERSTANDING THE DIFFERENCE File Management with File Management with

11. NAMING FILES & FOLDERS No intelligent logic in naming files and storage location. Automates naming and saving. Eliminates the behavior of file Save As dialog box Prevents saving two files with similar name in one folder. Unique ID for each Document, No duplication Incidents of accidental overwriting of documents occur - Save instead of Save As Saves before working upon the files The Benefit

12. PROPERTIES/METADATA Only basic features for property assignment available in Microsoft® Word and Excel Makes profiling compulsory - either automated or semi automated No facility for selection of property values from pre-defined masters Enables record management for easy listing, sorting and retrieval The Benefit

13. THE UNIQUE DOCUMENT IDENTITY No unique identity to track documents and templates Auto assigns a unique number to each document and template Classification of documents are difficult to achieve Easily assign category to your respective documents The Benefit

14. STORE EVERYTHING ON PRIVATE/PUBLIC CLOUD No unique identity to track documents and templates Auto assigns a unique number to each document and template Classification of documents are difficult to achieve Easily assign category to your respective documents The Benefit

15. DIGITIZATION OF DOCUMENTS Painful to maintain hard copy of documents in an organized way KDOC® plus brings your manual files into system through scanning and save all your documents (like receipt, invoice, legal files etc.) in an organized way Preserve the important and legal documents form aging process After digitizing your documents you can easily preserve your important files and indexed it and fetch the required files quickly and will not be lost forever The Benefit

16. CENTRALIZED REPOSITORY Leads to scattered files across office network. Provides single location for storage of documents and templates Difficult to discipline each user in saving files at one centralized location. Prevents saving of files into other locations except into KDOC® centralized repository Makes accessing documents difficult in the absence of creator. Provides easy retrieval even in the absence of document creator The Benefit

17. CLASSIFICATION OF DOCUMENTS Random classification of files, no segregated classification Segregates files into working, imported, archive, historical and branch documents Follows one pattern of folder hierarchy i.e. difficult for all to follow Removes unnecessary clutter from the workspace enabling easy access The Benefit

18. SUPPORT ALL THE FILE EXTENSION All your pictures, video and media files are scattered Easily upload and manage all your media files as K-doc support all the file types Difficulty in managing multiple backups file Store and save all the backup zip or files The Benefit

19. TEMPLATES/MODEL DOCUMENTS Unorganized templates, formats and knowledge documents Creates centralized repository of templates and knowledge documents User specifies location in the system where the templates should be saved Enables saving of a document as template with ease Mere usage of templates and model documents across the organization Enables publication and sharing of templates list across the organization The Benefit

20. EMAIL TEMPLATES Offers only basic feature of email templates in Microsoft® Outlook and hence less used Promotes creating and replying of emails from template making the process easier and faster for the user The Benefit

21. EMAIL ARCHIVE Manual storing of important emails into folders for archive Facilitates moving or copying of important emails into KDOC® Plus repository PST files become redundant for ex-employees Facilitates bulk archiving of contact specific emails The Benefit

22. DOCUMENTS SECURITY Enforcing security mechanism is difficult Easy security, by prohibiting direct access and copy of documents Unauthorized access of documents may be possible Access right mechanism provide you role-based permission Anyone can print, email or download the documents Control your hard copy print out, emailing and downloading of files The Benefit

23. COLLABORATIVE WORKING Sharing of documents by emailing as attachments Inform collaborator about document number instead of sending as email attachments Best practice documents remained lying in individual folders Sharing of knowledge documents with ease Comments/Notes remain embedded with documents Separate Note Sheets for comments. Stored in data base and not with documents itself The Benefit

24. CONTROL OVERWRITING OF DOCUMENTS Sharing of documents by emailing as attachments Inform collaborator about document number instead of sending as email attachments Best practice documents remained lying in individual folders Sharing of knowledge documents with ease Comments/Notes remain embedded with documents Separate Note Sheets for comments. Stored in data base and not with documents itself The Benefit

25. REPORTS Printing list of documents and templates not supported Creates list of documents and templates based on multiple parameters The Benefit

26. MAINTAIN HISTORYING AND VERSIONING Difficult to manage multiple versions of files Easily keep the tracks of every modification with the changelogs Reverting the documents to previous state not possible Maintain history of the every changes and if mistake is made you can go back to previous state The Benefit

27. BACK UP & RESTORE No simple mechanism for backup and restore of files, scattered across the office network Enables incremental back up of all documents and templates Risk of losing documents due to virus attack and hard disk failure Backup and restore is easier Imposing manual back up files security is difficult Back-up files stored at secured location and copying of back-up files not possible The Benefit

28. INSTALLED ON YOUR SERVER Fear of data snooping from other-party installation K-doc plus installed on your server, most trusted place to keep your documents The Benefit

29. LETS MOVE TO THE INTERFACE & SEE IN ACTION

30. Property MastersContact, contact group, contact department, category, subject, udf1 and udf2, work status

31. Profile every documents before start working on it • Automated naming convention • Compels your staff to follow the discipline…

32. Create letter, documents, reports from MS Office • Save existing documents into KDOC® Plus • Upload files of any extension(txt, doc, pdf, png, rar, mp3, mp4)

33. List of working documents • Documents register instead of folder hierarchy • Filter desired documents based on any property

34. Edit the documents Checkout, edit, and upload • Send the documents to archive, History • Maintain the historying of documents

35. Documents Register instead of Folder Hierarchy • Open / Create Copy of desired document • Add Notes for document , send to Inactive etc… • Keep track of all the improvement through versioning

36. Categorised documents as working, archived & history • List of archived documents • Occasionally accessed and hence removes clutter from present working documents

37. Access right mechanism provide you role-based permission • Keep your data safe and secure with the central admin panel

38. ADVANTAGES

39. Better Discipline & Organize Documents & Templates Reduces Duplication of Work Consistency in Documents Efficient Document Creation Process Leads to Faster Creation & Retrieval of Documents & Templates Eliminates the Fear of Accidental Overwriting

40. Improves Productivity at Workplace Helpful in Legal Compliance Improved Security of Documents Save Precious Time & Money Ensure Smooth Working in Case of Leave/Transfer of Staff Leads to Fewer Draft Copies & Saves Stationery

41. Thank you! We aspire your association “A business that consistently enriches lives is a wealthy business” Regd. Office: Everex Infotech Pvt. Ltd. 26, Champa Gully, M. J. Market Lane, Mumbai – 400002 INDIATel: +91 - 22 – 4226 4444 info@everexinfotech.com | www.everexinfotech.com Marketed & Supported by Everex Infotech. Quality product Hazel Mercantile Limited