capture | index | organise | workflow

1. capture | index | organise | workflow Introduction and quick overview … Enterprise document & content management … for all types & size of organisation Capture, index and organise your documents … then automate the processing

2. DocRecord addresses the requirements of all types and sizes or organisations … • Secure access of documents with easy search capability • Automatic recognition & filing of electronic documents • Replace paper filing system - eliminating filing cabinets • Eliminate off-site document storage • Replace “ad hoc” inconsistent electronic filing

3. With DocRecord you can capture, index and organise documents from any source Drag & drop from Windows desktop or browse to file Network scanner or multi-function device Network folder Microsoft Office plug-ins (Word, Excel, PowerPoint, Outlook) Email body and/or attachments Direct connection with Prism’s ScanPath software

4. Use DocRecord to view documents from any Windows, browser or mobile device

5. DocRecord provides fast and flexible search capabilities Search options • free text • words & phrases • names • description • format • date range • categories • index fields Fuzziness helps find phonetic and spelling differences

6. DocRecord Desktop Extender – enables connection from 3rd party applications for easy, fast document look-up Retrieve DocRecord documents without leaving the original application ABC Corporation In this example, the selection of invoice number in the accounts application, automatically pops-up the original document from DocRecord

7. DocRecord enforces configurable, flexible document policy Set how long to keep documents for Eliminate duplicates and enforce version control Track change activity & trigger alerts

8. DocRecord makes it easy to index & organise your documents The index fields will populate automatically with the words, numbers or dates you select DigitalCoach 169 High Street Manchester M2 3VG DigitalCoach Digital Coach DocRecord’s Click-Index feature enables fast indexing of ad-hoc individual documents DigitalCoach Accounts Payable Massive Mauve Software 2-4 Ling Court London EC1V 3MA DigitalCoach

9. DocRecord’s OCR templates enable all relevant data to be extracted & processed automatically Extract name and use it to lookup on the accounts system. Then check & correct name, address, phone details Multiple zones Multi-anchor points Dynamic indexing Line data extraction Advanced logic Extract & format data tocreate a transaction file for accounts system import • Supports data lookup & output to: • ODBC • SQL • XML • CSV Compare total value against authorisation limits Then trigger the correct approval process

10. DocRecordsummary capture | index | organise | workflow User interface Output Input OCR, recognition, indexing View from external apps Policy enforcement Advanced workflow Search & query • Version control • Duplicates • Retention periods • Naming conventions • Security and audit • free text, words & phrases • names / description • format • date range • categories / index fields • Conditional processing • Data lookup & updates • Automate any process

11. Business applications workflow examples Sales order processing including delivery note matching through to invoice generation DocRecord’s advanced workflow option enables automation of virtually any document process Supplier invoicescapture, checking and approval HR managementprocess enforcement for new starters, leavers, holiday requests and expenses Inbound correspondence and internal document distribution What do you need to automate ?

12. Contact us … Email: info@altmanIM.com Web site: www.altmanIM.com or your local service provider • Web demo • Requirements discussion • Free trial • Proof of concept Click to replay Auto-replay in 30 seconds ESC to exit presentation Replay starting