In-Depth Guide To PaperVision Enterprise

Transcription

800.422.1330In-Depth Guide toPaperVision EnterprisePaperVision Enterprise is a simple and searchable enterprisecontent management (ECM) system. Securley store, share andcollaborate on any type of information with unlimited usersinside PaperVision Enterprise.Get rid of your paper to save some green800.422.1330imagetek-inc.com

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseOverviewPaperVision Enterprise is one of the top document storage systems in the country. With robustand productivity saving features (like security audits, seach assistant, and out-of-the-boxintegration with all Microsoft Office applications, you’ll come to learn this isn’t ordinarysoftware. You and your team will be able to access any document, image, file, or folder from anywhere in the world, as all of your information is stored in our secure server based cloud system.Securely Manage Information to Improve BusinessControl access and increase information security using a simple searchable Enterprise Contentmanagement (ECM) system. Enable automation and tracking of business processes throughoutthe information lifecycle in order to see what’s working and eliminate inefficiencies.Capture, Convert and Control Enterprise Information Reduce information retrieval times and enhancecustomer service with a comprehensive ECM. Access and manage files directly from MicrosoftOffice and other line-of-business applications. Give employees more time to focus on primarybusiness objectives by automating manualprocesses - including collecting informationdirectly from email and electronic forms.Get rid of your paper to save some green800.422.1330imagetek-inc.com1

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseProtect Information from Theft and Disaster Implement information policies with multiple levels of security and extensiveuser controls. Shield information with encryption both during transmission and when stored. Facilitate a disaster recovery strategy with automated backups and redundantcopies of information.“PaperVision Enterprise has enabled our staff to get rid of countless filingcabinets. We are now moving forward with scanning live documents and storingthem in PaperVision Enterprise, thus allowing our staff to scan documents fromour clients and give them right back to them. We will be moving toward a timewhen we won’t be creating paperwork anymore.”- Donna Rohde, Director, Otero County Dept. of Human ServicesComply with Regulations and Electronic Discovery Guidelines Ensure proper procedures are carried out by automating compliance processesand tracking activities. Gain regulatory confidence with evidence of audit trails, security controls, useractivity, document history and records retention policies. Prove that all stored documents, including email, have not been altered andverify integrity with non-repudiation technologyGet rid of your paper to save some green800.422.1330imagetek-inc.com2

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseSecurely Manage Information to Improve BusinessPaperVision Enterprise delivers any document, anywhere, anytime – including email. Securely organize, store andretrieve information in the blink of an eye. Control and manage information of any kind in an easy-to-use,easy-to-implement Enterprise Content Management (ECM) system.Unlimited ScalabilityPaperVision Enterprise can run on a single desktop computer or thousands of computers in distributedlocations. The same application can reliably scale across multiple application servers, web servers, emailservers, and database servers. All of which can be leveraged, tiered and load-balanced to fit organizations ofany size. Digitech Systems’ own ImageSilo is the world’s largest known installation of PaperVision Enterprise.Intelligent SearchEasy-to-use, powerful search capabilities allow users to locate any information in seconds. Perform detailedsearches with specified date and value ranges or very broad searches across multiple index fields or projects.Full-text search capabilities pinpoint key words within the content of the document. Users can also print,export and email documents individually or as a groupFlexible Security ControlsPaperVision Enterprise provides extensive security configurations, where administrators can control who reads,changes or shares documents through multiple security levels, as well as limit users’ information access andsystem abilities. Authorized users can require an electronic signature with a document as part of a review orapproval process. Data encryption can occur both during transmission and when stored. With records retentionand destruction policies, evidence of security controls and extensive audit trails, we help enable companies tocomply with government and industry regulations.Efficient CollaborationBy providing powerful check-in/check-out and versioning controls, PaperVision Enterprise ensures that users areworking on the latest, most accurate version without the fear of overwriting each other. PaperVision Enterprisesupports virtually any type of information, including electronic files, paper records, images, print streams,web-based electronic forms, and even email messages. Store and retrieve any file type, including images, MicrosoftOffice files, and PDF’s. PaperVision Data Transfer Manager maintains a duplicate copy of all data at a separate sitefor disaster protection. Package all data into a single, encrypted, compressed file and transfer it between sitesthrough FTP or secure FTP.Get rid of your paper to save some green800.422.1330imagetek-inc.com3

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseSeamless IntegrationPaperVision Enterprise works effortlessly with Microsoft Office – right out of the box. By implementingPaperVision Enterprise Tools, users can upload files directly and control document versions using MicrosoftOffice toolbars and menus. Even better, a point-and-click integration module, and API capabilities enableseamless integration with virtually any application. Users won’t have to leave their line-of-business softwareto store and retrieve critical corporate data. Plus, you’ll enjoy the peace of mind that comes from knowing allyour important information is securely managed in the ECM system.System Overview Users can organize, upload, scan, index and addnew documents or view search results in either aproject view or folder view Browser-based document viewer enables secureaccess to and sharing of documents on virtuallyany device without requiring applicationinstallation Store and retrieve any file type, including images,Microsoft Office files, and PDF’s Up to 200 unique index fields can be defined foreach document, for maximum search capabilities Extensive full-text search capabilities that supportsynonym stemming, fuzzy logic, phonic, Boolean,natural language and variable term weighting, andallow search options results to be displayed in astatistically ranked order Versioning and check-in/check-out functionsinclude detailed audit tracking and simplifiedroll-back processes Extensive reporting capabilities track system anduser activity including records retention anddestruction activitiesGet rid of your paper to save some green Comply with industry and government regulationswith detailed audit trails and disclosure data Easily scroll through documents, view thumbnails,index documents now or later, and add customcode to workflow tasks with the PaperVision WebAssistant Allow specific users to redact, or hide, certaininformation within a document, or to add textualnotes with annotations Search results screen displays duplicatedocuments as a single item or as expandable list,showing you all available options Configure retention policies to protect recordsfrom destruction during specified time periods, toset up email review notifications, and toautomatically purge expired records PaperVision Message Manager imports, capturesand organizes email message and ensuresnecessary messages are retained an unwantedmessages are filtered out based onadministrator-defined criteria800.422.1330imagetek-inc.com4

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseSystem Overview contd. Administrators can create, manage, print, email,and export e-forms that can be used by bothinternal (system) and external (public) users Document associations link related documentsacross multiple projects and easily locate allrelated documents from one single document. Scan2PVE allows users to scan and uploaddocuments directly from a scanning device intoPaperVision Enterprise Scan2PVE enables users to add, move or deletepages within a document as well as maintainversion control on those documents Our Directory manager automates the importingand indexing of documents from any sourcemedia including multi-function devices,network-attached scanners and/or photocopiers PaperVision Enterprise WorkFlow and Scan2PVEwork together to allow users to capturedocuments and upload them into a new orexisting workflow process Optional PaperVision Enterprise Reportmanagement processes COLD/ERM print streamdata into electronic reports and imports andindexes them into the ECM system Annual maintenance includes access to all productupdates, ensuring access to the latest productfeatures and benefits Complete, detailed online help and electronicproduct manuals are included to get you startedquickly Toll free, legendary technical support is eager toassist with any questions you may have. Use the PaperVision Web Assistant to easily scrollthrough documents, view thumbnails, indexdocuments now or later, and add custom code toworkflow tasks ‘Share Document’ allows external users limitedaccess to specific documents via a secure link Administrators can require an electronic signaturefor any document Optional PaperVision Enterprise WorkFlowautomates the flow of information throughroutine business processes to improveproductivityGet rid of your paper to save some green800.422.1330imagetek-inc.com5

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseYour Information is SecureSecurity contd. 256-bit AES encryption occurs during import, duringtransmission, optionally when data is stored and incommunication with other PaperVision Enterpriseproducts Index-level security controls user ability to viewand/or edit document index fields Session ID encryption ensures that a session cannot behijacked Support for Secure Sockets layer (SSL) and non-standardports ensures data transmission security Session-source validation and IP address limitingguarantees users can access the system only fromauthorized locations Automatic session termination ends a user’s sessionwhen it sits idle for a defined period of time Function-level security verification is performed forevery API call made to PaperVision Enterprise, whetherfrom the application or through he API Security-policy administration tools include accountlockouts, password complexity requirements, andexpiration Entity-level security defines company-wide securitysettings and performs non-repudiation checks on alldocuments Group-level security assigns a common set of accessrights to all users within a group User-level security defines individual user permissions Project-level security assigns functionality-based securityat the project level Document level security-sets specific security settingsfor individual documents as soon as they enter thesystem Function-level security controls user rights, such asprinting, emailing, exporting and deletingGet rid of your paper to save some green Users can be granted the ability to create retentionlocks, set destruction dates, and approve or denydocuments scheduled to be destroyed Company administrators can configure their ownsecurity policies, including encryption and recordsretention policies. Fully cuztomizable to anorganization of any size or industry Non-repudiation is applied to email to assist incomplying with industry and governmentregulationsScalability and Realiability Centralized global administration console is includedand provides access to all administrative functions Support for multiple database servers accommodatesgrowing storage needs System supports an unlimited number of companiesand projects Full support for hardware load-balancing andWindows Network Load Balancing provides additionalreliability and scalability Backup processing enables organizations to package aduplicate copy of data into a single, encrypted,compressed file for data replication Innovative support for process redirection enablesoffloading of processor-intensive activity tospecialized servers PaperVision Data Transfer Manager sends packagedbackup files (through FTP or secure FTP) to aseparate site for disaster protection800.422.1330imagetek-inc.com6

800.422.1330PaperVision Enterprise GuidePaperVision EnterpriseIntegrations System includes full support for Microsoft SQL Server Extensive use of web services supports integration andcross-platform compatibility .NET-based APIs support both local and remotecommunications without requiring modification to code Administrators can configure additional API integrationtools to automate administrative functions .NET Integrator enables point-and-click integration withthird-party applications PaperVision Enterprise Tools provide out-of-the-boxintegration with Microsoft Office applications, includingWord, Excel, PowerPoint, Outlook, and WindowsExplorer Black and white as well as color print drivers printdirectly to PaperVision Enterprise from mostApplications Scan2PVE is compatible with any TWAIN-enabledscanning device to input single or multi-pagedocuments directly into PaperVision Enterprise Free PaperVision SharePoint Tools provides integrationwith Microsoft Office SharePoint Server 2013 PaperVision Message Manager captures active emailsfrom virtually any system, including Microsoft ExchangeServer, POP3 and IMAP-compliant mail systems PaperVision Message Manager Harvester collectshistoric messages from Exchange mailboxes orMicrosoft Outlook.pst files.Get rid of your paper to save some green800.422.1330imagetek-inc.com7

Get rid of your paper to save some green

PaperVision Enterprise supports virtually any type of information, including electronic files, paper records, images, print streams, web-based electronic forms, and even email messages. Store and retrieve any file type, including images, Microsof