Therefore. People. Process. Information Product Brochure

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1 Therefore People. Process. Information Product Brochure

2 Therefore revolutionizes Why Therefore? the way information is managed and shared In today s fast-paced business environment, in your business. efficient information and document management is essential. Gain a competitive edge by being able to store, access, analyze and retrieve your data instantly. Protect yourself against any breach of data liability, and boost the confidence of your staff and customers through newfound efficiency and reactivity. With Therefore you can streamline business processes Find your information quickly View all ongoing processes and outstanding tasks Free your office of paper Generate reports about key business processes Use automatic versioning to keep track of changes Enable mobility Increase information security Seamlessly connect your ERP/CRM system Save and index s automatically Therefore is a premium information management system for enterprises suited for managing any type of information. Paper and electronic documents, including s CAD files, spoolfiles, images and even video can be stored, shared, and processed in a secure, user friendly manner. Therefore can easily be integrated into your existing IT environment, using our existing connectors or our enterprise-class SDK. As a Microsoft Gold Certified partner, quality is our passion and rigorous QA tests are employed to ensure the reliability of our product. End users and administrators alike will appreciate our intuitive user interface, flexible workflow annotations, electronic signatures, easy integration and a high powered search engine. Therefore allows you to capture, organize, and access all content and other business-critical information. In addition, Therefore 2015 now offers business analytics to enable even better control of your business processes! 2

3 Find your Information Therefore enables you to find your information in any format in seconds. Find all your information - including videos - using keywords, full-text and category searches. Text can be read from images, enabling you to find any kind of document in seconds. Importing Your Documents Regardless if your information arrives electronically or physically, we can provide you with the tools to save it in Therefore and index it correctly. Paper documents such as invoices and reports can be imported and indexed automatically using our Capture Client. We support barcode recognition, OCR and can integrate with intelligent scanning solutions such as Kofax and IRIS to further automate scanning needs. Electronic documents can be imported automatically and information can be extracted for stress-free processing. Once imported into the system, documents can be incorporated into Therefore workflows, cases, and applied to retention policies for safekeeping and eventual deletion. Therefore be Productive We strive to ensure working with Therefore is intuitive. That s why it s easy to sort documents, add notes, comments, signatures and stamps to documents directly from the Therefore interface. Receive notifications when new documents are added, when changes have been made and reminders when tasks are overdue or when employees fall behind. Therefore can even generate documents based on archived information, and send out those documents as s to your contact lists. Then, their responses can automatically be stored in Therefore for further improved communication. 3

4 Securely Store, Automatically Save and Backup s Therefore revolutionizes the way information is managed and shared Outlook, Exchange and IBM Lotus Notes, either in your business. Therefore offers numerous solutions for archiving s. Therefore can import and store s from Microsoft automatically or through user intervention. s can be organized in combination with other similar documents. When using Microsoft Outlook, Therefore can automatically extract the name of the sender, recipient, date, subject and other information and then use it to automatically index and save the . The connection to Outlook, as well as data capture profiles is included at no extra charge in all Therefore editions. With Therefore you can secure your information Electronic Signature Documents are saved in Therefore in their original formats and are automatically signed by Therefore upon receipt. This includes information about the document and its contents, which helps ensure the legitimacy of the file. In addition, it s possible to add a personal electronic signature when exporting documents, and affix an electronic signature to PDFs. Permissions & Security Therefore makes it possible to easily import users from Active Directory or LDAP, and assign permissions based on groups, index data or even on a singular document level. Legal Compliance Therefore securely stores documents and prepares them for deletion once their legally mandated period has passed. The Therefore Export function allows documents to be exported if necessary to alternative media if necessary. Storage Devices Therefore supports primary and backup storage on secure media including NAS, RAID, and NetAPP SnapLock. Administration Centrally administer the system, add users, create workflows using our graphic drag & drop workflow module, set permissions, and even add servers through our Solution Designer. Therefore is completely scalable, moving from one user to the complete enterprise is simple - all you need to do is update the license, and configure additional users. The Therefore Portal is a great way to provide external users secure access to their own documents. Administration is extremely easy; you can quickly learn to independently administrator the system. No customization is necessary. 4

5 Save your Information Therefore comes standard with a connector to Microsoft Office. This makes it easy to save documents from Word, Excel, PowerPoint and more directly to Therefore using the Save to Therefore button. Any other kind of document, including CAD drawings and videos can be saved into Therefore using drag and drop. Electronic Document Import You can use your existing Windows Structure to index and import your documents into Therefore. Documents can be accessed directly from Windows Explorer or from Therefore applications. Therefore offers several methods for saving large quantities of electronic files in a completely automated way. Any type of document, including images, PDF, and XML can be saved and indexed automatically. Viewing your Information Documents can be viewed using the Therefore Viewer even if the matching applicaton is not installed on the user s PC. In addition to displaying documents, the Therefore Viewer can display and play videos. Manage Cases, Records, and Projects Related documents pertaining to a case, record or project can be managed collectively within Therefore. The Therefore Case Manager provides an overview of all documents related to the case at once, lets you see which documents are missing, and even start and process workflows on the case level. Since Therefore is so flexible and user friendly, a case for any sector, or any type of documents can be created in minutes. 5

6 One of the benefits of information management is the Therefore ability revolutionizes to access business documents outside the way the information office without is compromising security. managed The and shared Therefore mobile app makes in your accessing business. documents, cases and workflows on the go a breeze. Therefore means mobility Therefore Anywhere No internet? No problem! Therefore Anywhere enables you to take your documents offline, make changes, and then once reconnected, synchronize with the server. Therefore Web Access Therefore Web Access gives you the power of the Therefore document management system directly from your web browser. All common browsers are supported including Google Chrome, Mozilla Firefox, Internet Explorer, Safari, and Opera. Find, view, edit your documents, and process workflow tasks. This is a great addition for employees who work from home, or those who spend time away from their office network. Process workflows Therefore Workflows can be configured to improve process efficiency, decrease delays and improve the visibility and transparency of an endless number of processes. Validate contracts, approve invoices, and receive notifications when a file has been completed. Therefore Mobile App The Therefore Mobile app is a great companion to your Therefore system, enabling you to stay in touch with your workflows, cases, and documents. From the mobile app you can take pictures and send them to Therefore, process workflows, view and edit documents and cases, and send and edit files from supported applications to Therefore. Reports generated using the new Business Analytics feature can also be viewed using the mobile app. The mobile app is supported on Android phones and tablets, Windows phones, Window 8, Windows RT, and iphone and ipad devices. In addition, the mobile app can be used with the Canon Capture on Touch to enable documents to be scanned using a portable scanner and a tablet. A great efficiency booster for traveling employees or salesmen, who want to be able to save signed contracts directly into the system on the go. 6

7 Therefore Online Organizations looking for an alternative investment to IT infrastructure will be attracted to our Cloud solution which provides management-free, maintenancefree service, while giving the flexibility to quickly increase user licenses and document storage when needed. Therefore Online provides a similar functionality to the installed version, but instead of being installed in your network, it is installed in a highly secure hosting center. Low start-up costs and monthly payments make it economically viable even for companies on a tight budget. Therefore Online makes it easy to scan to the cloud, and print from the cloud. In addition, new features such as Business Analytics and the Therefore Portal are supported. Therefore Online technology comes with capturing, indexing, searching and storing functionalities. Users can access the documents at any time from anywhere with an internet connection. Access Therefore Online using our standard installed client software, Web Access, or a Therefore mobile app. Automated Indexing Indexing Profiles allow information from a document s contents to be automatically extracted and saved to Therefore. Information can easily be extracted from Office templates, s, and even PDFs. Templates can be accessed directly from Therefore and integrated in Workflows, Cases, and Therefore Online. Conversely, it s also possible to use the index data of Therefore documents to populate fields in Office documents. Altogether, Therefore offers a complete solution for incoming and outgoing mail. From generating a template, saving and indexing it in Therefore, generating a response, and replying to the sender - Therefore provides a streamlined solution for all business needs. 7

8 Therefore Regions: USA Personal Edition Workgroup Edition Essentials Edition Enterprise Edition One user 5-50 users 5-50 users 2 - Unlimited users Server / Database / Storage Windows Server 32/64-bit * Multi-Servers in Different Locations Microsoft SQL Server * Oracle IBM DB * DAS, NAS, San and local RAID Netapp Therefore Clients Navigator, Viewer, Capture Client, and Case Manager * Web Access (Web Navigator & Viewer) * Gadget (Web and Installed) * Mobile App (Tablet, Phone) * Therefore Portal (Unlimited Read Only External Access) Productivity Tools Therefore Document Workflow* Business Analytics* GUI Drag & Drop Workflow Designer* Security & Permissions Windows Integrated Security Active Directory Therefore Internal Users Signed PDFs, Digital Signatures LDAP/ SAMBA Support Document Features Open file format Multi-format Content Viewer Annotations (PDF & TIFF documents) Version control (including comments) Generate Documents * Case Management Templates and Indexing Profiles * Document Administration Information Lifecycle Management Audit Trail Capture Integration Therefore Capture Client (Barcode/OCR) Therefore MFP Application Kofax Capture ecopy ShareScan Support for ISIS, TWAIN & Kofax drivers Scan Formats TIFF, PDF, PDF/A archiving Microsoft Outlook Mailbox Monitoring IBM Lotus Notes Microsoft Exchange Server Electronic Document Import Therefore PDF Printer Batch Document Loading Automatic Import with Content Extraction ecopy PDF Pro Office Additional 3rd Party Integration Integration with External Databases Microsoft Office 3rd party applications using Universal Connector * Windows Explorer Microsoft Dynamics NAV * Microsoft SharePoint * SAP Netweaver Plug -Ins from 3rd Party Providers Objectif Lune PlanetPress All Document Capture Solutions by I.R.I.S. Storage of all Documents and Videos User Interface in Numerous languages Custom Integration (Therefore API) User licenses Named Concurrent Read Only * Contact your local Canon office for details Certain limitations may apply. Please see the Therefore 2015 Installation Manual for further information. Final specifications are subject to change without notice. and : All company and/or product names are trademarks and/or registered trademarks of their respective manufacturers in their markets and/or countries. Therefore Corporation 2015

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