Copitrak Solution Guide June 2008
Solution Provider A Canon Solution Provider is a third-party company that has enrolled in Canon s Alliance Marketing Program. Canon Solution Providers are typically technology leaders in their respective marketplaces who market software or hardware products that may be complementary to Canon s Imaging Systems Group Division products. Canon presents these products in order to help customers identify potential new solutions and workflow scenarios in which they can utilize their Canon products. Canon does not warrant or guarantee these third-party solutions in any way. Canon has no responsibility for your use of these third-party solutions. The information in this document is subject to change without notice. Canon U.S.A., Inc. makes no warranty of any kind with regard to this material, either expressed or implied, except as provided herein, including without limitation, thereof, warranties as to marketability, merchantability, fitness for a particular purpose of use or against infringement of any copyright, trademark, patent, trade secret, or other proprietary right. Canon U.S.A., Inc. shall not be liable for any direct, indirect, incidental, or consequential damages of any nature, or losses or expenses resulting from the use of this material.
TABLE OF CONTENTS Alliance Overview............................................................... 4 Product Overview................................................................ 5 Copitrak ES for Canon........................................................... 5 Solution Components............................................................. 6 Product Requirements........................................................... 6 Product Features and Functionality................................................. 6 Supported Scanning Solutions.................................................... 7 Supported imagerunner Devices................................................ 8 Workflow Description............................................................ 9 Copitrak ES for Canon Embedded Quick User Guide................................. 10 Login......................................................................... 10 Make A Copy.................................................................. 10 Other Keys.................................................................... 10 Smart Bar User Features........................................................ 11 Search....................................................................... 11 Last Jobs..................................................................... 11 Auto Complete................................................................. 11 Favorites...................................................................... 11 Competitive Positioning........................................................... 12 Who Is Control Systems Copitrak?................................................. 12 What Is Control Systems Copitrak s Expertise?....................................... 12 Who Uses Copitrak Products?..................................................... 12 Support......................................................................... 13 Pre-Sales Support.............................................................. 13 Post-Sales Support............................................................. 13 Copitrak Regional Sales Contacts.................................................. 14
Alliance Overview Control Systems Copitrak provides law and professional services firms the ability to administer and recover office related expenditures as well as providing accurate, efficient, and automated expense management. Copitrak ES for Canon, which leverages Canon s Multifunctional Embedded Application Platform (MEAP ), allows users to enter and search for client related information directly at the control panel of a Canon imagerunner multifunction device and provides practicable cost capture and analysis information which is fed through to a firm s billing system. Copitrak ES for Canon, which runs directly on Canon imagerunner MEAP enabled devices and removes the need for Copitrak hardware terminals, offers state-of-the art technology to capture photocopy and scan data. The Copitrak ES for Canon MEAP application is linked in real-time with a firm s accounting system for validation of client-matter numbers and provides users all the features they expect in a fully integrated single cost recovery solution. Copitrak s Embedded MEAP application was designed to work in conjunction with Copitrak s existing software systems and hardware terminals. Control Systems Copitrak enrolled in Canon s Alliance Partner Program to develop an embedded application to its cost recovery solution on Canon s MEAP Platform. Control Systems Copitrak completed their Copitrak ES for Canon Version 1 in June 2006. Control Systems Copitrak continued development with Canon s MEAP Platform has brought further development in their offerings. As of May 2008, the Copitrak ES for Canon Version 2 is available for full deployment. Control Systems Copitrak and Canon work together to promote this robust cost recovery solution. Control Systems Copitrak manages the sale and implementation from start to finish. 4
Product Overview Copitrak ES for Canon Copitrak ES for Canon is a MEAP application that runs on the imagerunner device and uses true client/server architecture over TCP/IP to communicate back to a central Copitrak server from any point within an existing LAN and WAN network. Standard Copitrak features such as Search, Last Account Recall, and Favorites are a touch away; regardless of location making usage simple, fast, and accurate. Other features of the Copitrak ES for Canon MEAP application include: Automatically routes, tracks, and manages jobs and assigns costs to jobs. Presents to users all the Copitrak features expected in a fully integrated single solution: Smartbar interface for client/matter selection of a user s favorite accounts Global Last Job Recall and Speed Dial of accounts Super Search for account names and client/matter codes Auto Complete the terminal automatically completes client/matter numbers Multi-language capability Secured Print for network jobs Provides real-time link with a firm s accounting system for validation of client matter numbers Co-exists with all other Copitrak terminals on the same network Maximizes cost recovery TCP/IP Connection Corporate LAN / WAN Canon Color imagerunner C4580i Device Copitrak ERS Server Copitrak ES for Canon, based on Canon s MEAP embedded technology, uses state-of-the-art TCP/IP communications, allowing terminals to communicate back to a central Copitrak Expense Recovery Server (ERS) from any point within an existing LAN and WAN network. Copitrak ES for Canon eliminates the need for external cost-recovery handware terminals, which allows legal and professional services firms to enhance their workflows by utilizing their existing office equipment technology. 5
Solution Components Please contact Copitrak s sales team for the latest technical specifications and requirements. Product Requirements Copitrak s Expense Recovery Server (ERS) Product Features and Functionality Copy Tracking Features Copitrak ES for Canon Version 1 Copitrak ES for Canon Version 2 Credits For Copies Copy Allow Interrupt Copy Limit Color Detection Multiple Page Size Detection Extend Key Fax Tracking User Validation Open Absolute Absolute, Open Comms Fail Lawyer Validation Open Absolute Absolute, Open Comms Fail Default to User Account Validation Open Absolute Absolute, Open Comms Fail Override Allow n Billable Accounts Account Last Jobs Account Favorites Selection Account Auto Fill Account Search Force Description On Every Transaction On Only n Billable Accounts 6
Supported Scanning Solutions Copitrak ES for Canon Copitrak ES for Canon Features Version 1 Version 2 Basic Scan Tracking (without Copitrak Universal Scantrak) Scan Tracking (with Copitrak Universal Scantrak) Scan Preview Feature Scan Force Description Scan Mode with LDAP E-mail Search ecopy Embedded Scanstation 7
Supported imagerunner Devices (List as of May, 2008) Please refer to Canon s ISG Marketing Extranet site for the most current list of supported devices. Copitrak ES for Canon Version 1 Copitrak ES for Canon Version 2 ir 6020 ir 5020 ir 3320 ir 2220 ir C3220 ir C2620 ir 2870 ir 4570 ir 2270 ir 3570 ir 85+ ir 105+ ir 105i ir 9070 ir 9070 ir 6570 ir 5570 ir 5070 ir C3170 ir 7105 ir 7095 ir 7086N ir 7086 ir 7095P ir 7086B ir 7105B ir C6870 ir C5870 ir C2880i v1 ir C3380i v1 ir C2880 v1 & v2 ir C3380 v1 & v2 ir 3025 v1 ir 3030 v1 ir 3035 v1 ir 3045 v1 ir 5050 v1 ir C5058 v1 ir C5068 v1 ir 5055 v1 & v2 ir 5065 v1 & v2 ir 5075 v1 & v2 ir C5185 v1 ir C5185i v1 ir C4080 v2 ir C4080i v2 ir C4580 v2 ir C4580i v2 ir C5180 v2 ir C5180i v2 ir 7105 v2 ir 7105B v2 ir 7095 v2 ir 7095P v2 ir 7086 v2 ir 7086N v2 imagepress TM C7000 VP v1 8
Workflow Description 1 Sign On to Copitrak ES for Canon 1a User Login At this screen, the User is prompted for their User ID. User ID is validated against Expense Recovery Server. 2 Data-Entry Modes + 2a Search Screen The Search button is used to activate the search engine. Users may search for Account Codes, Clients Name, or Favorites. 2b Job Description Screen Job description entry based on global settings or account type. 2c Last Jobs Screen Last Jobs button displays the last 16 jobs entered in the terminal by a User. The User can select the Account Code from the list to assign it to the current transaction. 9
Copitrak ES for Canon Embedded Quick User Guide Login Enter your User ID or Lawyer ID on the Numeric Key Pad and hit Enter. Make A Copy Enter your Client-Matter Number and hit Enter. te OVRD function will override the Account Code validation forcing the system to accept the current entry. Enter the job description and hit Enter. Canon s MFP entry screen is displayed for copy and scanning. Perform one or more copy jobs. When finished press the ID button on the MFP s keypad to return to the enter User ID screen. Other Keys Touch CLR to clear any entry. Double click on any entry box to access the alpha numeric keypad. Touch End on the Touch-Screen at anytime to cancel the current job and return to the enter User ID screen. At any time press the ID button on the MFP s keypad to return to the enter User ID screen. 10
Copitrak ES for Canon Embedded Quick User Guide (continued) Smart Bar User Features After entering a valid User ID, the Smart Bar will automatically appear on the left portion of the Touch-Screen. Search Touch the Search square and type a word or name from the client s name or matter description on the Touch-Screen keyboard. Several search words can be entered to narrow your criteria. Touch the square in the Search column to select. Last Jobs The system will provide you a quick list of the last 16 unique client-matter numbers you ve worked on four at a time. Simply touch the entry to select it or touch the Arrow box just to the right to view entries four through eight, etc. Auto Complete Touch the Auto Complete square and then enter the beginning numbers of the Client-Matter code on the Numeric Key Pad. The system will build a list of matching codes in the Auto Complete column. Simply touch the square to select. Favorites The Favorites button is used to display a list of up to 20 frequently used Account Codes selected during the Favorites Web Page Dialog session in Web Edit 2005. Next/Prev buttons are used to page through the side bar account lists displayed by the Last and Favorites side bar functions. 11
Competitive Positioning Who Is Control Systems Copitrak? Control Systems Copitrak provides professional firms, law and accounting, as well as architectural and engineering, with the latest technology in integrated systems for managing and recovering office expenses such as photocopies, scanning, network printing, telephone and fax usage, postage, computer services, and online time. As overhead costs continue to rise, firms both large and small are realizing that accurate control and charge-back of office expenses have become key issues for maintaining profitability in an increasingly competitive global market. What Is Control Systems Copitrak s Expertise? Control Systems Copitrak provides a comprehensive line of expense management hardware and software products. We can configure a custom system to meet a law firm's or professional office s specific needs no matter the size. Our fully integrated systems can accurately track, cost, manage, and export expense data directly to a firm's existing time and billing system for complete automated cost recovery and expense management. If you already know Control Systems by our Copitrak family of products, then you also know that we have been consistently setting and rewriting industry standards for 25 years. It's not uncommon for our competition to claim that their products work "just like Copitrak," but they don't. Just ask those firms who have switched to Copitrak. Control Systems combines premium service and ease of use with the latest electronic technology to provide expense management and cost recovery solutions that are second to none. Whatever your requirements, Control Systems guarantees the highest realization of revenues from billable expenses. Who Uses Copitrak Products?* 5 of the Top 6 Magic Circle Law Firms 6 of the Top 10 US Law Firms 46 of the Top 100 Law Firms Worldwide 51 of the Top 100 rth American Law Firms *Source: www.copitrak.com 12
Support For Pre-Sales Support Control Systems Copitrak has offices in most major rth American cities staffed with fully trained sales and support personal who can work directly with Canon dealers and end customers to provide product demos and support customers trials. For Post-Sales Support Control Systems follows a well proven and industry standard three line support model where our fully qualified technicians provide the direct or first line support to all Copitrak customers. These field technicians are backed by a number of highly qualified and experienced regional support managers who provide second line of support for the fast resolution of customer issues. They are strategically located to ensure coverage in all time zones. The regional managers have direct access to Copitrak s quality assurance and R&D personnel, Copitrak s third line of support, for fast escalation and resolution of field issues as required. For more information on Pre- and Post-Sales Support contact Copitrak s Corporate Offices for additional information: Phone Number: (800) 755-9901 Corporate Office Address: 2424 rth Federal Highway Suite 164 Boca Raton, Florida 33431 Web Site Information: www.copitrak.com 13
Copitrak Regional Sales Contacts 1 New England Region Sharon Palmer (617) 227-0005 x205 2 NY Mid Atlantic Region Bill Schiazza (212) 233-2450 x201 3 Southeast Region Mike Miller (404) 252-0004 4 Florida Region Brandon McLeod (561) 361-9900 5 Mid-West Chicago Region Richard Heidman (312) 345-0578 x202 6 Mid-West Ohio Valley Region Bill DeLong (800) 370-2440 7 Mountain Region Richard Heidman (312) 345-0578 x202 14 8 Southwest Region Neil Murphy (972) 480-0220 x201 9 Pacific rthwest Region Ray Phillips (206) 344-5929 10 West Coast Region John Geary (213) 280-0502
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Control Systems and the Control Systems logo are trademarks of Control Systems Inc. Copitrak is a registered trademark of Copitrak Inc. Other product names, logos, designs, titles, words or phrases within this material may be trade names, service marks, or trademarks of Control Systems Inc. or Copitrak Inc. and may be registered in certain jurisdictions. CANON, IMAGERUNNER, and MEAP are registered trademarks and IMAGEPRESS is a trademark of Canon Inc. in the United States and may also be registered trademarks or trademarks in other countries. IMAGEANYWARE is a trademark of Canon. All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged. Specifications and availability subject to change without notice. 2008 Canon U.S.A., Inc. All rights reserved. 1-800-OK-CANON www.usa.canon.com Canon U.S.A., Inc. One Canon Plaza Lake Success, NY 11042 0118W832 0608-Copitrak-1M-LGK printed on recycled paper in the u.s.a.