ecopy Connector and Services Catalog A listing of Integration Solutions for ecopy ShareScan and ecopy Desktop Spring - Summer 2008

Transcription

1 ecopy Connector and Services Catalog A listing of Integration Solutions for ecopy ShareScan and ecopy Desktop Spring - Summer 2008

2 The Connector and Services Catalog is published by ecopy Corporate Marketing. Any questions should be directed to 2

3 Table of Contents CONNECTORS...6 What is a Connector?... 6 Connectors for ShareScan... 7 Connectors for ecopy Desktop... 8 SERVICES...9 What is a Service?... 9 Types of Services Available... 9 Why Sell Connectors and Services? Questions to Ask Your Prospects AVAILABLE CONNECTORS...14 ACT! (Sage) ADOS Alchemy (Captaris) Axxia Case Manager BatchREnew (Open Archive Systems) Biscom Delivery Server (formerly FileMarshal) CICERON Clarity (emason) DigitalOne Document Management (Itxtend) DigitalOne WebCoding (Itxtend) Docubase Document Locator (ColumbiaSoft) DocRecord (Prism Software) DocSystem (Prism Software) DOCUMIND CS (Novadys) DocuWare ebible (Capital Capture) echive (Open Archive Systems) EMC Captiva InputAccel EMC Documentum ApplicationXtender EMC Documentum Content Server epcs (Data Builder) FACSys (emfast)

4 FAXCOM (Biscom) FaxPress (Castelle) FileDirector (Spielberg) FileNet P8 Content Manager (IBM) Fortis (Westbrook) GlobalComServer (AVM-Informatique) Great Plains (Microsoft) HELIASTE (TasksOrganizer) IBM Content Manager IBM Lotus Domino Document Manager ImageNow (Perceptive Software) imageware (Canon) Immediacy DMS Interwoven WorkSite MP Interwoven WorkSite NT Invu IRISPdf Server iw Document Manager (Canon) K2 Workflow Laserfiche LibertyNET Enterprise/Office LightningFAX & XMediusFAX (Sagem-Interstar) Livelink ECM (Open Text) Livelink ECM-eDOCS (Open Text) formerly Hummingbird...61 Load File Creator Integration Solution OnBase (Hyland Software) Oracle/Stellent Universal Content Management (Loffler) Oracle/Stellent Universal Content Management (SoftLinx) ProLaw (Thomson Elite) Q.Direct Scan (Rochester Software Associates) Questys Enterprise/Pro RemotePrinter (eprint Direct) Sage CRM Sage L ScanFile (Spielberg) SharePoint (Microsoft) SimpleCapture (Artsyl Technologies)

5 SIMS.net (Capita) StapleWare (J&H Office Equipment) Summation iblaze SureClose (Stewart Title Company) TargetFax (One Touch Global Technologies) Time Matters (LexisNexis) TokOpen (infonic) TOPCALL TRIM (TOWER Software) uniconnect (ScanPoint) W4 BPM Suite windream (CC Data) WORLDOX Zetafax (Equisys) ZyIMAGE (ZyLAB) SERVICE SOLUTIONS...90 Copitrak (Control Systems) Equitrac ibillback (Billback Systems) nqembedded (nqueue) Print Audit Sepialine GENERAL RESOURCES...97 Connectors & Services Compatibility Matrix Glossary of Terms

6 CONNECTORS Connector and Services Catalog Spring - Summer 2008 What is a Connector? A Connector provides direct integration between an ecopy-enabled multi-functional peripheral (MFP) or scanner to a multitude of back-end applications. Using a Connector for ecopy ShareScan, hardcopy documents are quickly converted into digital files to be stored or distributed into networked software applications or services like , document management systems, fax servers, and other enterprise software applications. Connectors for ecopy Desktop extend ecopy Desktop s functionality by providing users native integration between backend business applications and ecopy Desktop. Within ecopy Desktop, users can manage and modify PDF documents then store them directly into a specific backend application; conversely, they can pull documents from a backend application directly into ecopy Desktop. Connectors for ecopy Desktop can be designed in such a way to allow direct access to image data for manipulation (e.g., PDF, Annotation, Searchable Text, Add/Split Pages). 6

7 Connectors for ShareScan How does it work? A client application resides at the MFP or scanner, allowing paper documents to be scanned and distributed into selected document management systems and other enterprise applications. Furthermore, API level integration lets the Connector communicate directly to a server in its language and receive information back instantaneously. What is the user s experience at the scanning device? Highly flexible, each Connector can be configured to give the user as much or as little flexibility when scanning and delivering or storing documents. This flexibility allows each button or configuration to be tailored to the type of document being stored and the appropriate level of user interaction. Benefits: Easy administration Changes to back end applications are immediately and automatically reflected at the ecopy-enabled device Support compliance and security initiatives Enable audit trails and ensure security through authentication and file encryption files for scanned documents Standardize on a single document capture platform Users work with a familiar interface at any of the networked copiers/scanners Create customized workflows to store and index documents based on the users needs Increase operational efficiencies - Easily access, modify, distribute, and share paper-based documents Leverage investment in backend applications Quickly and easily get paper into any backend application What Connectors are included in ecopy ShareScan Essentials? Microsoft Exchange IBM Lotus Notes Mail via LDAP/SMTP Fax via Exchange Fax via Lotus Notes Fax via SMTP Scan to Desktop Scan to Printer What Connectors are included in ecopy ShareScan Suite? All the Connectors that are included with ShareScan Essentials, plus Connectors to: Fax via Print (ScanStation installations only) Captaris RightFax Canon imageware Document Manager Canon iw Document Manager EMC Documentum Content Server Interwoven WorkSite Microsoft SharePoint Interwoven Worksite Open Text Livelink ECM - edocs DM Open Text Livelink ECM Quick Connect 7

8 Connectors for ecopy Desktop How does it work? Connectors for ecopy Desktop extend ecopy Desktop s functionality by providing users native integration between backend business applications and ecopy Desktop. Within ecopy Desktop, users can manage and modify PDF documents then store them directly into a specific backend application; conversely, they can pull documents from a backend application directly into ecopy Desktop. Connectors for ecopy Desktop can be designed in such a way to allow direct access to image data for manipulation (e.g., PDF, Annotation, Searchable Text, Add/Split Pages). Benefits: Makes tighter integration available into document management systems, storage, OCR, and fax applications not currently supported in the standard ecopy Desktop offering Provides the ability to gain access to ecopy Desktop viewing and document manipulation capabilities Enhances ecopy Desktop s role as a universal client for scanned documents, ultimately increasing workflow efficiencies for an organization and improving the user s experience 8

9 SERVICES Connector and Services Catalog Spring - Summer 2008 What is a Service? A Service is a process that is applied to a scanned image, and is used in conjunction with ecopy ShareScan and Connectors for ecopy ShareScan. A Service modifies, enhances or classifies a document (image) without regard for end destination. Services can provide functionality such as encryption, searchable text, a variety of File Formats (TIF, PDF, ecopy, PDF/A), file naming, blank page removal, and document tracking. Available Services include: Types of Services Available Bates Numbering Service: The ecopy Bates Numbering Service enables organizations with a simple way to refer to and track individual pages of documents by number rather than name. With the ecopy Bates Numbering Service, hard copy documents are quickly converted into digital files with a unique Bates Number. Scanned documents can then be ed or stored in the company s existing document management system. Bates Numbering Benefit Summary: An efficient procedure for identifying documents Easily add unique stamps to document during scanning Choose from predefined formats for consistent stamp format and standard placement on the page Create customized stamps -- Modify the prefix, page number, and suffix -- Change fonts and justification -- Add texts to stamps using the text message field -- Specify the font, style and justification Automatically add continuous page numbering to a set of related documents with Check Points -- Configure a Check Point and any scanned documents will be numbered sequentially 9

10 Types of Services Available cont. Cost Recovery Service The ecopy Cost Recovery Service enables organizations to track, manage, and assign costs to documents scanned at the digital copier or scanner for client billing at a later time. The ecopy Cost Recovery Service offers mutual customers accounting activity of all scan data provided from ecopy. ecopy Cost Recovery Service Benefits: Track and recover costs for scanned paper documents Control access to scanning from ecopy Track and assign costs (fax, , document management system, etc.) Transfers all document costs to time and billing packages for client billing Works with major cost recovery systems vendors including: BillBack, Copitrak, Equitrac, nqueue, Print Audit, and Sepialine. Document Services Document Services comprise two components, Image Servicing and Data Publishing. Image Services modify the image -- De-speckle, De-skew, Page Removal -- Page Separation -- File Splitting Data Publishing extracts metadata via -- Barcode Processing -- Zonal OCR -- Forms Recognition -- Data Extraction 10

11 Third Party Developed Connectors & Services Third Party Developed Connectors & Services Third party developed Connectors & Services are created using the ecopy Software Developer Kit (SDK). The SDK allows software vendors, systems integrators, value-added resellers, IT departments, and others to develop their own integration with enterprise applications or a custom application. A listing of available third party Connectors can be located on ecopy Solutions Provider Network (espn) under Product Information or in the current ecopy Connector and Services Catalog. Note: These Connectors & Services are sold and supported by the third party developer. 11

12 Why Sell Connectors and Services? Why include ecopy Connectors and Services in an ecopy Sale? Eliminate Price Bias When you can demonstrate hard return-on-investment numbers for integration with business applications, you don t have to worry about cutting your margin to the bone to close out competitors. We ve heard from sales people who won business with a decidedly higher price than a competitor s because they included Connectors and/or Services for ecopy. Retain Your Customers Customers who use the ecopy solution to enhance their business systems will be much more reluctant to remove the digital copiers or scanners at the end of the lease. Win New Customers Competitors can t begin to match the quality or variety of application integration that you can offer prospects with Connectors and Services available from ecopy and ecopy partners. How to assess what type of Connector or Service is needed You do NOT need to understand the software applications your customer has in order to sell Connectors or Services You simply need to know what software applications they are using. Why? Because the functionality of a Connector is the same, regardless of the application with which it integrates. Ask your ecopy Sales Contact if you have questions. 12

13 Questions to Ask Your Prospects Does your company use a document management system? If yes, which one? ecopy has Connectors and Services for many of the industry leading document management applications. A listing of available third party Connectors can be located on ecopy Solutions Provider Network (espn) under Product Information or in the current ecopy Connector and Services Catalog. If no: How does your organization currently manage and retrieve the information contained within paper-based documents? Does your company use a cost recovery application for printing and copying? If yes, would they like to be able to include accounting for scans with that same application? ecopy Cost Recovery Service works with the leading tracking and billing systems, including: Billback Copitrak Equitrac nqueue Sepialine Does your company have a requirement to refer to and track documents and pages by number? ecopy Bates Numbering Service provides a uniform method for law firms, as well as other industries such as government, pharmaceutical, and financial services, to refer to and track documents and pages by number rather than by name. If your prospect has a need for a Connector or Service that does not exist, work with your ecopy Contact to determine the following: Does your prospect have the resources to build their own Connector using the ecopy ShareScan Software or ecopy Desktop Developer Kits? Does the prospect have a contact at the organization of the application for which they want a Connector? If so, ecopy will reach out to the organization to discuss its interest in building the Connector. Can the prospect provide the name of the reseller of the application for which they want a Connector? If so, ecopy will reach out to the reseller to discuss its interest in building the Connector. Is the prospect interested in paying for an ecopy Connections Alliance Program (ecap) partner or ecopy. Professional Services to build the Connector? Determine if an ecopy Quick Connect is a viable solution. Determine if the customer could build an application on their own utilizing the ecopy SDKs. Contact your ecopy Sales Contact to obtain more information about programs available through ecopy. 13

14 AVAILABLE CONNECTORS 14

15 ACT! (Sage) ACT! enables individuals and small business customers to instantly access key contact and customer information, manage and prioritize activities, and track all contact-related communications so you can grow productive business relationships. The ACT! Connector for ecopy ShareScan With the ACT! Connector for ecopy ShareScan, you can convert hard copy originals into electronic images, search the contacts on your ACT! database and store the scans as an attachment in the History tab of ACT!, directly from the Digital copier or high speed scanner. Scan directly into the ACT! Contact record from your MFP or Scanner Validate users at the device creating an electronic audit trail Conform to corporate security policies Include a Task for a user to follow-up Third Party Developed by Hub Software North America and Western Europe James Barnes, Program Manager, UK & Europe - jbarnes@hubsoftware.co.uk Phone: James Kingstone, Sales & Marketing Director, Design R1, United States - jamesk@designr1.com Phone: Peter Strange, Head Developer - pstrange&hubsoftware.co.uk Phone:

16 ADOS ADOS document management solutions improve the ability to capture, store, search, retrieve, collaborate, distribute and manage business documents, giving businesses or departments the ability to streamline document processes and leverage information. Average installation time is one week, which includes training. Immediate, scalable, affordable and customized solutions, ADOS provides businesses with the most advanced document management solution available. Vertical/Horizontal Markets Financial Services (insurance, banking, mortgages & accounting) Healthcare Utilities Government Telecom Education Manufacturing ADOS Connector for ecopy ShareScan Using the ADOS Connector for ecopy ShareScan, users can add paper originals to the many electronic document types already managed by the ADOS system. After scanning using ecopy products, the scanned documents are assigned document categories within ADOS using the ADOS Connector for ecopy ShareScan and transferred to the ADOS repository for processing, indexing, and storage. Leverage company s investment in digital copiers to provide a way to integrate paper without requiring document conversion services Validate users at the device creating an electronic audit trail Supports the control and management process for documents, therefore providing the ability to meet compliance requirements Profile documents completely from an ecopy-enabled device with minimal typing Lower total cost of ownership Third Party Developed North America, Latin America and Asia Pacific Phone: Europe, Middle East and Africa: Check your Canon price list Europe, Middle East and Africa: Contact your local Canon distributor. North America, Latin America and Asia Pacific: ADOS Corporation 800 Pinner Weald Way Cary, NC Phone:

17 Alchemy (Captaris) Captaris Alchemy gives organizations the power to manage and use all of their fixed content including images, faxes, , PDFs, and COLD throughout the information lifecycle management (ILM) stages, with an integrated and scalable set of tools that are easy to deploy and even easier to use. Alchemy delivers a complete fixed content management system that can grow with an organization s information management needs, with modules that provide capture, workflow, document management, archiving, records management, integration, retrieval and distribution at a fraction of the cost to acquire and deploy when compared to enterprise content management suites. The Alchemy Connector for ecopy ShareScan Alchemy users can easily include paper documents in their digital workflows and supporting document lifecycle management processes. The Alchemy Connector for ecopy ShareScan is directly integrated with Alchemy functions, assuring customers that ecopy-created image files will be stored, indexed, and managed consistent with their existing document management procedures. Leverage existing document management investment Validate users at the device Creates electronic audit trail and conforms to corporate security policies such as HIPAA and Sarbanes Oxley Integrate dynamically with Alchemy Document Management to reflect user permissions & preferences Capture missing paper documents for complete content management Improve workgroup collaboration with easy retrieval of paper and electronic documents Manage the entire lifecycle of paper records Third Party Developed by Loffler Jeff King - jking@loffler.com Phone: Chris Ash - cash@loffler.com Phone:

18 Axxia Case Manager Axxia Case Manager is the essential tool for any professional services organisation seeking to improve its effectiveness and quality of output. Case Manager can be used by solicitors, case workers or secretaries, providing workflow, document creation & management, critical date monitoring and escalation. This solution is rapidly becoming the norm for all types of work which can be described as case, file, matter or project based, especially when linked with the ability to provide clients with electronic reports or direct access to their case plan via the optional e-case module. Vertical/Horizontal Markets Government Legal The Axxia Case Manager Connector for ecopy ShareScan With the Axxia Case Manager Connector, hard copy documents are quickly converted into digital files to be stored in the Axxia Case Manager system. Client and matter number are input at the digital copier and are used to attach the scanned image to the correct file in Axxia Case Manager for storage and retrieval by authorised Axxia Case Manager users. Leverage existing Case Manager system investment Create complete electronic files of all incoming documents Third Party Developed United Kingdom, Ireland & Australia Heidi Cranfield, Title - cranfieldh@axxia.com Phone: + 44 (0) Barry Robson - robsonb@axxia.com Phone: +44 (0)

19 BatchREnew (Open Archive Systems) The REnew Series increases the usability of your scanned files. Edit the raster, manage the contents, convert PDF files (PDF to TIFF) for editing, save to PDF, and clean up your scans. Vertical/Horizontal Markets Corporate Legal Government Law Enforcement Healthcare Manufacturing Financial Retail Education BatchREnew Connector for ecopy ShareScan Split, rename, route and clean up scans in one easy step with the Batch REnew Connector. Supports barcode recognition and ICS (Intelligent Cover Sheets). Barcode Recognition: Split and rename images using industry standard barcode formats. File Splitting: Split scanned files using blank pages, a numeric interval or barcodes. File Renaming: Use barcodes with ecopy s advanced file naming options. File Routing: Navigate to an output folder at the ecopy console or administrators can define file destination rules without user intervention. Barcodes can also be used to identify, and create if necessary, an output folder. Image Clean Up: Deskew, despeckle, auto rotate, thicken, smooth characters, remove grid lines and more. Users can preview image clean up results to ensure high quality images. ICS - Intelligent Cover Sheets: Select a set of rules for splitting, renaming, routing and clean up. Batch REnew will create and print a barcoded cover sheet with these rules. The user places the cover sheet on top of a stack of documents for instructing the Connector. The advanced file splitting and renaming functionality in the Batch REnew Connector adds significant efficiency to the scanning process. Administrators can also opt to hide the user interface for complete behind the scenes operations. Cost-effective document management & archiving solution Easy to deploy, maintain, customize and use Powerful image clean up & enhancement Intelligent file splitting and barcode recognition Third Party Developed info@openarchive.com support@openarchive.com Web Site Support: 19

20 Biscom Delivery Server (formerly FileMarshal) Biscom Delivery Server is an intelligent file delivery platform that provides organizations with an easy way to securely distribute and manage software. This enables technical support teams within software companies, ISVs, VARs, and others among responsible for software maintenance commitments to easily and cost-effectively: Provide technical support teams with version management reports Provide sales teams with the data to proactively engage customers regarding new software versions and features Provide customers with a consistent, manageable, customizable delivery interface Vertical/Horizontal Markets Government Education Financial Utilities Manufacturing Telecom Healthcare Biscom Delivery Server Connector for ecopy ShareScan Using the Biscom Delivery Server Connector for ecopy ShareScan, users scan documents directly into Biscom Delivery Server secure packages and deliver them to one or more addresses. User can also password protect the scanned documents, schedule a delivery time, set an expiration time, and send an e - mail notification to the recipient to notify them of availability of the package. When the recipient receives the e - mail, the recipient is given instructions on how to securely obtain the documents. A complete audit trail of the posting and access of the documents is managed by Biscom Delivery Server, which the package sender, or an auditor, can view with an Internet browser. Ease of use Biscom Delivery Server is spread horizontally across all industries Guaranteed delivery with automation options Management and reporting features Secure web-based communication Ease of integration Third Party Developed sales@biscom.com support@biscom.com 20

21 CICERON CICERON Connector for ecopy ShareScan With the CICERON Connector, hard copy documents are quickly converted into digital files to be stored in CICERON s document content repository. Document indexing informations are input at the digital copier and can be sent directly to the specified location within CICERON for storage. CICERON users can now easily include paper documents in their digital workspace and supporting document lifecycle management procedures. Select and file images directly from the device Dynamically create and select client directories Ability to directly index documents from the device Standardise on file naming Third Party Developed by TasksOrganizer France Gilbert Camara, Director - gcamara@tasksorganizer.com Phone: +33 (0) Gilbert Camara, Director - gcamara@tasksorganizer.com Phone: +33 (0)

22 Clarity (emason) The emason Clarity software package provides the ability to index, search (by your customized specified criteria) and view (retrieve) all of your business critical documents simultaneously creating work queues that drive processes and strategic success. Clarity creates real-time audit trails and enables users to have pre-established rules so that specific document types can be processed without the assistance of a skilled employee. Vertical/Horizontal Markets Mortgage Banking Insurance Publishing Clarity Connector for ecopy ShareScan The Clarity Connector for ecopy ShareScan enables users to easily capture the images scanned from an ecopy-enabled digital copier or scanner. In just a few steps, as documents are scanned at the copier, the user identifies it by image or document type, and the Connector seamlessly integrates the image into their emason Clarity Image Workflow System. With the Clarity Connector for ecopy ShareScan, harnessing the power of your document images could not be easier. Intuitive automated processes Creates real-time audit trails Easy to uses; no programming skills required Creates work queues that drives processes Third Party Developed info@emason.biz Phone: support@emason.com 22

23 DigitalOne Document Management (Itxtend) DigitalOne is a browser based document management and workflow system. Besides the standard document management capabilities, DigitalOne also provides extended functionality that serves the unique needs of the healthcare market. DigitalOne is often deployed as a Document based EMR system in the Ambulatory Care/ Clinics market. For Hospitals and Skilled Nursing Facilities, DigitalOne is a Medical Records System with electronic signature capability to address chart deficiency management needs of a typical medical records department. DigitalOne s robust functionality not only saves valuable space and provides secure reliable access; it also facilitates JCAHO and HIPAA compliance Vertical/Horizontal Markets Healthcare DigitalOne Document Management Connector for ecopy ShareScan With the DigitalOne DM Connector, hard copy medical records can be quickly converted into digital files for storage and access from the DigitalOne repository. Document Indexing information, along with workflows relevant to that particular document type, can be selected from the digital copier using this Connector. Documents received by DigitalOne are filed using the relevant indexing information. If a workflow was selected at the digital copier, it is triggered automatically by DigitalOne. Example An employee could walk over to the digital copier, authenticate themselves, and scan in their expense report. They provide the following index information for the expense report - Week Ending and Total. Once the document is submitted to DigitalOne, Expense Report Workflow, which is the default workflow for a document of type Expense Report, is fired off and alerts the manager or AP for approval, depending on how workflows are configured. Provides a hosted or a turnkey document management solution connected securely to an ecopy-enabled device. Profiles documents completely from an ecopy-enabled device with minimal typing. Starts workflows in DigitalOne for a document from an ecopy-enabled device. Validates users at the device to create an electronic audit trail. Third Party Developed North America Neeraj Gulati, Senior Partner ngulati@itxtend.com Phone: x103 Raghu KV - raghukv@itxtend.com Phone: x103 23

24 DigitalOne WebCoding (Itxtend) DigitalOne is a browser based document management and workflow system. Besides the standard document management capabilities, DigitalOne also provides extended functionality that serves the unique needs of the healthcare market. DigitalOne is often deployed as a Document based EMR system in the Ambulatory Care/ Clinics market. For Hospitals and Skilled Nursing Facilities, DigitalOne is a Medical Records System with electronic signature capability to address chart deficiency management needs of a typical medical records department. DigitalOne s robust functionality not only saves valuable space and provides secure reliable access; it also facilitates JCAHO and HIPAA compliance. Vertical/Horizontal Markets Healthcare DigitalOne WebCoding Connector for ecopy ShareScan With the DigitalOne WebCoding Connector, hard copy medical records can be quickly converted into digital files at an MFP device for distribution to Medical Coders working remotely. Patient specific information and the receiving Coder Queue can be selected from the ecopy-enabled device by authorized users using this Connector. Scanning and submitting the patient chart after selecting the required information submits a copy of the chart to DigitalOne for storage. It also triggers the DigitalOne workflow engine to alert the Coder. Coders work from their respective queues in DigitalOne to access the chart. All chart access is secure and audited for HIPAA compliance purposes. DigitalOne can be deployed at customer site or can be hosted at the Itxtend data center. Provides a hosted or a turnkey document management solution connected securely to an ecopy-enabled device. Profiles documents completely from an ecopy-enabled device with minimal typing. Starts workflows in DigitalOne for a document from an ecopy-enabled device. Validates users at the device to create an electronic audit trail. Third Party Developed North America Neeraj Gulati, Senior Partner ngulati@itxtend.com Phone: x103 Raghu KV - raghukv@itxtend.com Phone: x103 24

25 Docubase A market leader in EDMS (Electronic Document Management System) since 1986, Docubase Systems has been offering powerful, robust and user-friendly solutions to companies looking to archive, index and retrieve precious, business-critical documentation. The Docubase Connector for ecopy ShareScan Docubase Connector for ecopy ShareScan expands the capture and index capabilities of an organization by leveraging digital copier/scanner hardware in use by various departments, as an additional input device to the content management solutions offered by Docubase Systems, Inc. Leverage existing document management system investment Validate users at the device creating an electronic audit trail Conform to corporate security policies (Sarbanes Oxley, HIPAA) Profile documents completely from an ecopy-enabled device with minimal typing Lower total cost of ownership Third Party Developed Omar Morales Coverage area: The Americas - omorales@docuabse.net Phone: Mike Mansperger - Coverage area: Outside of the Americas mmansperger@docubase.net Phone: support@docubase.net 25

26 Document Locator (ColumbiaSoft) Document Locator can capture and manage any type of paper document. Document Locator manages all documents in a secure repository, which is available as a user-defined folder structure directly within Windows Explorer just like a shared file server. Once captured, any document can be instantly found by searching on full content, user-defined properties, and/or by folder location. Document repositories are also available to remote users through a Web interface. Document access is securely managed by user accounts and groups. Document Locator can also capture and manage versions of electronic documents; automatically capture and store s, attachments and faxes; securely archive documents; version documents, and more. Document Locator is easy to install and support, minimizing the load on IT department resources. It is affordable for small organizations, yet scales to support thousands of users. Vertical/Horizontal Markets Accounting Firms Human Resources Architecture Information Technology Engineering Legal Finance Manufacturing Government Document Locator Connector for ecopy ShareScan With the Document Locator Connector for ecopy ShareScan, any ecopy-enabled digital copier or scanner can be used to securely scan paper documents directly into Document Locator repository folders. Using the ecopy touch screen and/ or keyboard, users can designate destination folders, document properties (indexing), and scanning options. All scanned documents are full-text indexed and are available for retrieval using Document Locator s content search functions. User authentication can be enabled to ensure access only by authorized personnel and only to authorized repository locations. For repetitive scanning operations, the Document Locator Connector for ecopy ShareScan, can be configured for one-button scanning. For example, a single touch-screen button could be created to scan and store invoices into an invoices repository folder structure. Document Locator Workflow can then automate subsequent document processing. Document Locator also works with ecopy Desktop to view, annotate, or change scanned documents. Leverage existing document management system investment Validate users at the device creating an electronic audit trail Conform to corporate security policies (Sarbanes Oxley, HIPAA) Profile documents completely from an ecopy-enabled device with minimal typing Lower total cost of ownership Third Party Developed North America Bob Tenace, VP of Sales - inquiries@columbiasoft.com Phone: inquiries@columbiasoft.com 26

27 DocRecord (Prism Software) DocRecord is an advanced, yet low cost, document management system that provides for both local and Internet search and retrieval. DocRecord has many advanced features such as: Microsoft Office integration, retention, Bates stamping, audit controls, versioning, and viewing of over 300 file types. DocRecord is a fully scalable document management application and is based upon Microsoft SQL Server. DocRecord Connector for ecopy ShareScan The DocRecord Connector for ecopy ShareScan enables batch-scanned and single-scanned documents to be either automatically or manually deposited into this advanced and easy-to-use document management system. Indexing information for the scanned documents can be automatically generated from DocRecord s OCR engine, or it can be manually input from the ecopy touch screen. OCR can be full page, zonal (selected data regions), or barcode. Cover pages can also be generated by DocRecord and then scanned to auto-generate indexing information and instructions. Easily scan and send documents to DocRecord document management system Automatically assign indexing information to batch and single-scanned documents Increase efficiencies by automatically processing large batches of scanned documents Lower costs by entering indexing information from the ecopy touch screen on single-scanned documents Affordable, powerful, and scalable for all types of organizations Third Party Developed Bob Blythin - rblythin@prism-software.com Phone: ext. 207 Janice Rager jrager@prism-software.com Phone: ext. 212 Kevin Waltman kwaltman@prism-software.com Phone: ext

28 DocSystem (Prism Software) DocSystem is a powerful rules-based distributed print and departmental workflow application that provides users with the ability to easily determine how their files and documents get routed, printed, managed, and much more. DocSystem provides a collection of functionality that no other applications provide including comprehensive print rules, document image manipulation, workflow processing, and workflow queuing. DocSystem Connector for ecopy ShareScan The DocSystem Connector for ecopy ShareScan enables a wide range of custom document and business processes to be predefined and selectable from the ecopy interface. These processes include document workflow, advanced print rules, and image manipulation. Workflow processes include document queuing, routing, signing, accepting, rejecting, amendment, and much more. Additionally, documents can have indexing information assigned and then auto-routed to DocRecord or other document management systems. Print rule processes include separating jobs based on color, time, author, printer availability, size, file type, and much more. Increase efficiencies and reduce costs by eliminating paper document routing and workflow Reduce document processing times and errors Lower costs by automating document processing and minimizing manual processes Automatically improve quality of scanned documents Reduce printing costs by routing print jobs to appropriate and least costly printers Third Party Developed Bob Blythin - rblythin@prism-software.com Phone: ext. 207 Janice Rager jrager@prism-software.com Phone: ext. 212 Kevin Waltman kwaltman@prism-software.com Phone: ext

29 DOCUMIND CS (Novadys) Documind Corporate Solution is NOVADYS solution for departments and SMEs. Company documents are accessible from either a Windows or a browser interface (Web, extranet, intranet) so you can access your documents from any workstation. All information is full text as well as index searchable. Documind Corporate Solution includes: VERITY full text search ABBYY FineReader OCR engine Outlook support and Word/ Excel macros Optional modules: API, WORM support, automatic import, barcode module... DOCUMIND CS Connector for ecopy ShareScan With the DOCUMIND CS Connector, hard copy documents are quickly converted into digital files to be stored in DOCUMIND DMS Suite. Document indexing information is input at the digital copier and can be attached directly to the specified DOCUMIND s Archive for storage. DOCUMIND users can now easily include paper documents in their digital workspace and support incoming document lifecycle management procedures with DOCUMIND Wf Product. Normalization of the names of files Archive selection at the device Possibility of entering Document indexing information at the device Validation process initialization at the device Third Party Developed by TasksOrganizer Europe Gilbert Camara, Director, France - gcamara@tasksorganizer.com Phone: + 33 (0) Get Support Gilbert Camara, Director, France - gcamara@tasksorganizer.com Phone: + 33 (0)

30 DocuWare DocuWare is an integrated document management software solution that can automate business processes by managing any type of document, regardless of format or source, in one central document pool allowing authorized access worldwide. A wide range of customizable DocuWare add-on modules equip DocuWare for intranet and Internet, automatic indexing and COLD applications. Numerous interfaces exist for software applications, such as ERP systems (for example a certified SAP interface) or Groupware, (Exchange or Lotus Notes/Domino). Easy installation and operation as well as an exceptionally low Total Cost of Ownership (TCO) characterize DocuWare solutions. DocuWare software is available in 13 languages. Vertical/Horizontal Market Corporate Insurance Education Legal Finance Manufacturing Government Retail Healthcare The DocuWare Connector for ecopy ShareScan The DocuWare Connector for ecopy ShareScan enables users to capture, index and store paper documents into a DocuWare file cabinet of choice fully indexed and immediately available for further action. The Connector can be used with any ecopy-enabled multifunction device and is installed as a component of ecopy. Flexibility within the software allows administrators to configure the behavior of the Connector to best serve document management requirements. Seamless integration from ecopy to DocuWare Improves workflow of critical business applications One touch scanning and routing of document(s) Automatic Indexing Third Party Developed Thomas Schneck, Vice President, Sales & Marketing - Coverage area: North, Central / South America thomas.schneck@docuware.com - Phone: or USA toll free Stefan Schindler, Director of Sales - Coverage area: UK / Ireland. stefan.schindler@docuware.com Phone: Max Ertl, Vice President, Sales & Marketing - Coverage area: Europe (ex UK / Ireland), Middle East / Asia max.ertl@docuware.com - Phone: dwsupport@docuware.com 30

31 ebible (Capital Capture) Capital Capture s ebible service enables the transformation of paper-based legal bibles, schedules, and deeds into intelligent electronic files and is a proven method of simplifying the management, searching, and portability of bible and project documentation. The process ensures that files can be transported on a CD/DVD that allows document retrieval through both keyword and free text search facilities while storage on a system network or intranet also permits remote document access. This solution is based on over seven years experience of creating ebibles delivering enhanced business efficiency and continuity to our clients. Vertical/Horizontal Markets Legal ebible Connector for ecopy ShareScan The ebible Connector for ecopy ShareScan will provide any law firm with the ability to produce ebibles. The Connector is available on any Canon MFP which has the ecopy platform installed and uses an interface similar to existing ecopy Connectors - so is convenient and easy to use. The ebible Connector gives law firms, whatever size and location, the opportunity to benefit from the many advantages of ebibles. The ebible Connector is unique and is currently the only one of its type in the marketplace today Convenience for the client - 48 hour turnaround Can be made available on any Canon MFP within the business for easy access The ebible interface is similar to existing connectors so is easy to use Case files are typically 500 pages - these can quickly be scanned from a Canon MFP Sensitive documents do not leave the building Third Party Developed United Kingdom Richard Start, Sales Manager - Coverage area: North America richard.start@capitalcapture.com - Phone: Dale Wardill, Sales Director - dale.wardill@capitalcapture.com Phone: Peter Ortiz, Technical Director - peter.ortiz@capitalcapture.com Phone:

32 echive (Open Archive Systems) echive is a family of document management software designed for information organization and distribution. From simple office files to complex CAD drawings to scanned images, echive manages your important documents and drawings within one comprehensive solution. With its MS Windows Explorer-like interface and user-friendly functionality, the echive Series makes data management a breeze. Vertical/Horizontal Market Corporate Law Enforcement Education Legal Finance Manufacturing Government Retail Healthcare echive Connector for ecopy ShareScan The echive Connector for ecopy ShareScan integrates scanning with affordable document management and archiving. Users add index field information using the ecopy soft keyboard or an administrator-defined dropdown list. Options include searching the database to append an existing document or create a new file. The scan is then automatically sent to an echive database which has easy and accurate searching, viewing, printing, and archiving. echive stands out in the document management marketplace with an affordable and user-friendly design that is easy to deploy, maintain, customize and use. Cost-effective document management & archiving solution Easy to deploy, maintain, customize and use Powerful image clean up & enhancement Intelligent file splitting and barcode recognition Third Party Developed info@openarchive.com support@openarchive.com Web Site Support: 32

33 EMC Captiva InputAccel EMC Captiva InputAccel is a powerful centralized capture solution that enables you to capture information from most paper or electronic sources, transform it into digital content, and deliver it into back-end systems. By helping your business reduce or completely eliminate manual data entry, InputAccel minimizes processing errors, improves data accuracy, and boosts productivity. Vertical/Horizontal Markets Financial Services Government Insurance Property and Casualty Back-office functions Healthcare HR, accounts payable, accounts receivable, etc. EMC Captiva InputAccel Connector for ecopy ShareScan Enterprise-level document capture through multi-functional peripherals (MFPs) and departmental scanners. Document imaging hardware-such as standalone copiers and MFPs represent a substantial investment for most organizations. But often these devices are used independently for specific departmental functions. EMC Captiva InputAccel Connector for ecopy unites disparate MFPs and copiers, seamlessly integrating them into paper-based content electronic business processes. Unites existing document imaging hardware from multiple manufacturers Creates digital files in compliance with corporate security regulations such as SOX, HIPPA and FISMA Enables on-demand scanning while continuing to leverage standardized, centralized capture processes Delivers business-ready content into business systems supported by InputAccel Performs one touch scanning with a point-and-click interface Creates an electronic audit trail and control access to sensitive paper documents. Third Party Owned Phone: Web Support: 33

34 EMC Documentum ApplicationXtender EMC Documentum ApplicationXtender (AX) delivers cost effective and fast access to a central pool of mission critical information. ApplicationXtender provides intelligent indexing, storage, and retrieval of business information; support for virtually any type of content, and a common interface to access any type of content. Vertical/Horizontal Markets Aerospace and Defense Healthcare Automotive High Tech Consumer Products Life Sciences Discrete Manufacturing Media & Entertainment Financial Services & Insurance Publishing Government & Military Retail ApplicationXtender Connector for ecopy ShareScan The AX Connector for ecopy ShareScan enables users to create documents or batches with AX. The AX Connector for ecopy ShareScan can be configured to request document information during the scanning process and once authenticated, users can take full advantage of the document management features of AX. Leverage existing document management system investment Validate users at the device creating an electronic audit trail Conform to corporate security policies (Sarbanes Oxley, HIPAA) Profile documents completely from an ecopy-enabled device with minimal typing Lower total cost of ownership Third Party Developed Phone: Web Support: 34

35 EMC Documentum Content Server EMC Documentum Content Server is an enterprise content management (ECM) platform for creating and capturing, managing, delivering, and archiving large volumes of content within and beyond the enterprise, powering any enterprise application with unstructured content. Built as an open, scalable platform, Documentum Content Server can leverage current technology investments with integrations to industry-leading tools while also enabling rapid application development and deployment with an industry-standard J2EE development environment, native XML capabilities, and a services-based architecture. Vertical/Horizontal Markets Aerospace and Defense Healthcare Automotive High Tech Consumer Products Life Sciences Discrete Manufacturing Media & Entertainment Financial Services & Insurance Publishing Government & Military Retail ecopy Connector for EMC Documentum Content Server Using the ecopy Connector for EMC Documentum Content Server, paper documents can be scanned at a digital copier or document scanner and sent to specific locations in Documentum Content Server for storage and ongoing document lifecycle management. Leverage existing document management system investment Validate users at the device creating an electronic audit trail Conform to corporate security policies (Sarbanes Oxley, HIPAA) Profile documents completely from an ecopy-enabled device with minimal typing Lower total cost ownership ecopy Developed Check your price list or speak to your ecopy Sales Contact for additional information. 35

36 epcs (Data Builder) Data Builder, Inc. is a leading provider of software and services for the AEC industries. Data Builder develops and delivers collaborative document management solutions geared toward limiting risk and improving business processes. These solutions offer effective administration, communication, and control of critical information and documentation. Data Builder delivers a long-term, easy to implement Electronic Data Management solution that drives cost avoidance through better risk management, and increased profitability through employee productivity and efficiency gains. Data Builder Electronic Project Control System (e-pcs) Connector for ecopy ShareScan The Data Builder Electronic Project Control System (e-pcs) Connector for ecopy ShareScan allows clients to quickly move documents directly into e-pcs. The new version utilizes the e-pcs Transfer Utility to batch files and capture metadata from virtually any digital copier and scanner. Third Party Scott Lombard, VP, Sales & Marketing - scott.lombard@databuilderinc.com Phone: support@databuilderinc.com 36