Therefore - Canon Edge

Transcript

Therefore™ People. Process. Information. 2015 Product Brochure Therefore™ revolutionizes Why Therefore™? the way information is managed and shared In today’s fast-paced business environment, in your business. efficient information management is essential. Gain a competitive edge by being able to store, access, analyze, and retrieve your data instantly. Protect yourself against data breaches 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 emails automatically Therefore™ is a premium enterprise information management system suited for managing any type of information. Paper and electronic documents, including e-mails, CAD files, spool files, images, and even videos can be stored, shared, and processed in a secure, user-friendly manner. Therefore™ can easily be integrated into your existing IT environment 2 using our connectors or 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 workflows, capture capabilities, easy integration, and a highpowered search engine. Therefore™ allows you to capture, organize, and access all content and other businesscritical information. In addition, Therefore™ 2015 now offers business analytics to enable even better control of your business processes! Find your Information Import your Documents Therefore™ enables you to find your information in a matter of seconds. Find all your information using keywords, full-text, and category searches. Regardless if your information arrives electronically or physically, Therefore™ can provide you with the tools to save and index it correctly. OCR technology enables text to be read from images, enabling you to find any kind of document without delay. Paper documents such as invoices and reports can be imported and indexed automatically using our Capture Client. Easily import your documents and automatically extract index information for stress-free processing. Once imported into the system, documents can be incorporated into Therefore™ workflows and cases, and applied to retention policies for safekeeping and eventual deletion. Therefore™ supports barcode recognition as well as OCR, and can integrate with intelligent scanning solutions such as Kofax and IRIS to further automate scanning needs. Therefore™ be Productive Therefore™ strives to create an intuitive user experience. That’s why it’s easy to sort documents and add notes, comments, signatures and stamps directly from the Therefore™ interface. Receive notifications when new documents are added, when changes have been made, or when tasks are overdue. Therefore™ can even generate documents based on archived information and send those documents as e-mails. Responses can then be automatically stored to further improve communication. 3 E-mails: Save, Store, and Backup Therefore revolutionizes Therefore™ offers numerous solutions for archiving e-mails. Therefore™ can and store e-mails from the import way information is Microsoft Outlook, Exchange, and IBM Lotus Notes either managed and shared automatically or through user interaction. E-mails can be in your organized in combination withbusiness. other similar documents. When using Outlook, Therefore™ can automatically extract the name of the sender, recipient, date, subject, and other information and then use it to index and save the e-mail. Outlook integration is included at no extra charge in all Therefore™ editions. ™ With Therefore™ the security of your information is guaranteed Electronic Signature Documents are saved in Therefore™ in their original formats and are electronically signed upon receipt. This includes information about the document and its contents, which helps ensure the legitimacy of the file. In addition, exported documents can be signed with a personal certificate, and a personal digital signature can be added 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 single document level. 4 Legal Compliance Therefore™ securely stores documents and prepares them for deletion once their legally mandated retention period has passed. The Therefore™ export function allows documents to be exported 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 a complete enterprise system 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 and customization is possible, but not necessary. Save your Information Import Electronic Documents View your Information Therefore™ comes standard with a connector for Microsoft Office. This makes it easy to save documents from Word, Excel, PowerPoint and more directly to Therefore™ using the “Save to Therefore™” button. 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. Any other kind of document, including CAD drawings and videos, can be saved into Therefore™ using drag and drop. Therefore™ offers several methods for saving large quantities of electronic files in a completely automated way. The Therefore™ Document Loader allows large batches of electronic documents to be imported and indexed with minimal or no user interaction. Documents can be viewed using the Therefore™ Viewer even if the matching application is not installed on the user’s PC. In addition to displaying documents, the Therefore™ Viewer can display and play videos saved in Therefore™. 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. You can 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 department can be created in minutes. 5 One of the benefits of information ™ to access business management is the ability Therefore revolutionizes documents outside the office without the way information is compromising security. The Therefore™ managed and shared Mobile App makes it easy to access in your business. documents, cases, and workflows on the go.  herefore™ T 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. 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, Therefore™ Web enabling you to stay in Access delivers you the touch with your power of Therefore™ workflows, cases, and directly from your documents. Using the web browser. All app, you can take common browsers are pictures and save supported including them in Therefore™, Google Chrome, process workflows, Mozilla Firefox, view and edit Internet Explorer, Safari, and Opera. With Web Access you can find, view, and edit your documents, process workflow tasks, and much more. This is a great addition for employees who work from home, or those who spend time away from their office network. Therefore™ Web Access Process workflows Therefore™ workflows can be configured to improve process efficiency, decrease delays, and improve 6 documents and cases, and send files with a supporting third-party application. Reports generated using the new Business Analytics feature can also be viewed using the app. The Therefore™ Mobile App is supported on Android, iOS, and select Windows mobile platforms. In addition, the Therefore™ Mobile App can be used with the Canon Capture on Touch app to enable document scanning using a portable scanner and tablet. This is a great efficiency booster for traveling employees or salesmen who want to save signed contracts directly into the system on the go. Therefore™ Online Organizations looking for an alternative investment to IT infrastructure will be interested in 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’s 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. storing capabilities of Therefore™. Users can access their documents at any time from anywhere with an internet connection. Access Therefore™ Online using our standard installed client software, Web Access, or the Therefore™ Mobile App. Therefore™ Online makes it easy to scan and print from the cloud. In addition, new features such as Business Analytics and the Therefore™ Portal are fully supported. Therefore™ Online comes with the capturing, indexing, searching, and 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, e-mails, 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. Using these functions, 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 Therefore™ Regions: Africa, Asia, Europe, _ Middle East Server / Database / Storage Windows® Server 32/64-bit* Multi-Servers in Different Locations Microsoft® SQL Server* Oracle IBM® DB2® * 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 Business Analytics GUI Drag & Drop Workflow Designer Therefore™ Workflow 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 E-mail archiving Microsoft® Outlook® Mailbox Monitoring Microsoft® Exchange Server IBM® Lotus Notes® 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 IRIS Storage of all Documents and Videos User Interface in Numerous languages Custom Integration (Therefore™ API) User licenses Named Concurrent Read Only Personal Edition One user Workgroup Edition 5 - 50 users Business Edition 2 - Unlimited users • • • • • • • • • • • • • • • • • • • • • • optional • • • • optional • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • • optional optional optional optional optional optional optional • • • • • • • • • • • • • • • optional optional • optional • • • • • • • • • • optional optional optional • • • optional • • • optional • • • optional optional optional optional optional optional Therefore™ Online 1 - Unlimited users* Server Infrastructure provided as part of service • • • optional optional optional optional optional optional optional optional optional optional • • • • • • • • • • • • • • optional optional optional optional optional optional * 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