PdfDocs Solution Suite Content Management For Law Firms

Transcription

pdfDocs Solution SuiteContent Managementfor Law FirmsCreate Custom Cover Pages from MS-Word

Table of ContentspdfDocs SoftwarepdfDocs Desktop 3pdfDocs-3 seamlessly integrates with your document managemetn system,to deliver unparalleled ease of use for creation of PDF documents andbinders. Description pdfDocs BinderThe ideal solution to easily publish content in any format. Single PDF Bindersor multiple-file PDF Binders to meet any requirement - whether internalarchiving or external distribution of closing or transaction documents. Description pdfDocs compareDocsCompareDocs compares Word files in native format so all formatting ispreserved. Compare any file you can convert to PDF format. Add OCR Serverto compare PDF files with output to Word for standard redlinemarkup. Description pdfDocs contentCrawlerIIVpdfDocs formFillerVOCR-DesktopVIOCR-ServerVIIIIIIIUsing pdfDocsWhitepaper - Securing Content - SharepointVIIIWhitepaper - Redaction - What Every Business Should KnowIXWhitepaper - MetadataXWhitepaper - DocsCorp PDF-A WhitepaperXIpdfDOCS Legal Solutions - ScanningXIIpdfDOCS Legal Solutions - Secure Document DistributionXIIIThis Table of Contents is entirely customizable and contains links automaticallycreated by the pdfDocs Binder application.

pdfDocs Information BinderDATASHEETwww.docscorp.com/desktoppdfDocs DesktopBusinesses have long recognized the importance ofthe Portable Document Format (PDF) whendistributing documents via email or for documentmanagement. The problem has been that too many PDFsolutions are expensive, making it impossible to put thepower of PDF on every desktop.Easy to use interfaceMultiple Organizer andBinder ProjectsAdvanced documentmanagement integrationDual integration with MSSharePoint and a DMSCost-effective PDFmanagement solutionEnhanced business processesand workflowSAVE TIME AND MONEY WITH BINDER PROJECTSDO MORE, PAY LESSpdfDocs Desktop is a cost-effective enterprise-widesolution. It enables corporations, government agenciesand professional service firms to realize significantgains in efficiency and productivity through enhancedintegration and workflow. pdfDocs Desktop integratesinto business applications, processes and systems tohelp manage business-critical documents and forms.pdfDocs Binder converts documents or entire folderstructures into a single or multi-PDF document,automatically generating a table of contents, crossdocument hyperlinks and bookmarks. You can insertcover pages and apply headers and footers across theBinder Project in a single click. Create templates andcover pages to minimize workload.With pdfDocs Desktop you can set up multiple BinderProjects for different clients or projects. Each project canhave its own output and security settings.EXTEND THE VALUE OF YOUR DMSMANAGE PDF CONTENT MORE EFFICIENTLYpdfDocs Organizer lets you assemble and collatedocuments from different applications and systems intoa single secure PDF document. You can edit, redact,annotate and secure the content as well as applystationery, watermarks or numbering sets across all thedocuments stored in the Organizer Project.You can set up multiple OrganizerProjects within pdfDocs Desktop.Import all the content related to aspecific case, matter or project into theappropriate Project folder. Each Projectfolder can be configured with individualoutput and security settings.pdfDocs Desktop integrates with leading DocumentManagement Systems (DMS) Autonomy iManage, OpenText eDOCS, NetDocuments, ProLaw, TRIM and Worldox,enabling users to convert external documents to PDFand to profile them into the DMS. Users can convertexisting documents in the DMS to PDF as new or relateddocuments.INTEGRATE WITH MS SHAREPOINT“I highly recommend thisproduct to any law firm thatwants efficient softwareto organize its PDFdocuments — this is thebest I have seen to date.”Legal AssistantToday: MiltonHooper, litigationsupport specialist“All in all, pdfDocs Desktop canserve as an adequate substitutefor Acrobat Professional (anda lot less expensively). ThepdfDocs OCR Server is alsoworth a serious look.”pdfDocs Desktop allows users to Save intoand export documents and libraries fromMS SharePoint. pdfDocs Desktop providesdual integration with MS SharePoint and aDMS.REDUCE BUSINESS RISK AND EXPOSURESharing documents online can be risky.Print your business documents to pdfDocsDesktop to remove the metadata and toprevent document tampering.TechnoLawyer: John Heckman,legal technology consultantAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of ContentsBates 0001

pdfDocs Information BinderCREATE PDFCreate PDF documents from any applicationUse Watchfolders to automatically convert image files to PDFCombine pages or documents and output as a single PDF, TIFF or JPEGGenerate PDF documents that meet PDF/A requirementsVerify PDF/A complianceAdd bookmarks, watermarks and stationery to the final documentMULTIPLEORGANIZERPROJECTSCreate multiple Organizer projectsCreate Organizer templates, complete with settingsSave the Project to a shared location for collaborationMULTIPLE BINDERPROJECTSCollate PDFs and non-PDFs into a Binder ProjectGenerate table of contents, bookmarks and links automaticallySelect documents within the Binder Project as cover pagesEdit non-PDF documents in their native applicationsCreate Binder Project templatesImport folders from DMS or MS SharePoint maintaining structureCheck documents in the Binder for any updated versions in the DMSAPPLY NUMBERINGSETSCreate, edit, copy and save Numbering SetsAdd Bates Numbering to a single or multi-document collectionTrack last used Bates number automaticallyCreate Numbering Sets with DMS Doc ID, author and version number infoCREATE FORMSAdd form fields to PDF forms to capture informationSet the tabbing order in which data is entered into the form fieldsAlign and resize form fields on a pageDMSINTEGRATIONAutonomy iManage, NetDocuments, OpenText eDOCS, ProLaw, TRIM, WorldoxSave page, document or collated documents into DMS as PDFSave the current MS Word document into DMS as PDFDual integration with MS SharePoint and a DMSSPLIT DOCUMENTSSplit PDFs by size or number of pages for eFiling or email complianceOUTLOOKINTEGRATIONEmail documents directly from MS Word as PDF attachmentsConvert some or all email attachments to PDF before sendingEmail multiple documents as single or as multiple attachmentsOFFICEINTEGRATIONSingle-click conversion to create PDF from MS Word, Excel, PowerPointPrint all worksheets to PDF from MS ExcelSYSTEM REQUIREMENTSOPERATING SYSTEMSMicrosoft Windows XPwith SP2 or 3 (32-bit and64-bit)Microsoft Windows Vistawith or without SP1 (32-bitand 64-bit)Microsoft Windows 7(32-bit and 64-bit)Microsoft WindowsServer 2003 with SP2(32-bit and 64-bit) runningTerminal Services / CitrixMetaframeMicrosoft Windows SmallBusiness Server 2003 withSP1 (32-bit and 64-bit)Microsoft WindowsServer 2008 (32-bit and64-bit)INTEGRATIONAutomony iManageHP TRIMOpenText eDOCSMS SharePointNetDocumentsProLawWorldoxPrint MS Word document with markupsREDACTIONRedact an image or an area of a documentSearch and redact multiple instances of the same text or stringSpecify page(s) to be redactedAdd redaction codes such as FOI to explain the redactionSECURE DOCUMENTS Prevent readers from changing or copying document contentPassword-protect a document and apply digital signatures to PDFCleanse PDF documents of metadataANNOTATE ANDMARKUPSYDNEYMELBOURNELONDONNEW YORKWASHINGTON DCPORTLANDAdd free form text, sticky notes and business stamps on the PDFAdd comments and highlights to the PDF documentAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of Contentsinfo@docscorp.comwww.docscorp.comBates 0002

pdfDocs Information BinderDATASHEETwww.docscorp.com/binderpdfDocs BinderEasy to use interfaceMultiple Binder ProjectsAdvanced documentmanagement integrationDual integration with MSSharePoint and a DMSCost-effective PDFmanagement solutionThe pdfDocs Binder capability in pdfDocs Desktopfocuses on the needs of corporate, government and legalclients to automate the process of bundling vast amountsof documents and information related to a case, matteror project into a single, easily-navigated document, whichcan then be archived to a network drive, into a DocumentManagement System, or delivered on a CD/DVD to aclient or to an external third party.Enhanced business processesand workflowMAKE LIGHT WORK OF BUNDLINGThe Binder will automatically generate a table ofcontents, hyperlinks and bookmarks to help readersnavigate through the collection of documents—theinformation they need is just a click away!WORK SMARTER, MORE EFFICIENTLYPreviously, assembling Closing or Deal Books, CD Biblesor Court Bundles was a time consuming and expensiveexercise. Not so for pdfDocs Binder!You can now generate a Binder in a fraction of the time,reducing costs and freeing up personnel to work on otherprojects. Generate a Binder in three steps: create theBinder; add the documents; publish the Binder.Apply page numbering, date and time stamps orinformation from your DMS itself such as author, DocID or version in the document headers and footers.Create and save header and footer settings, which can beapplied across the document collection at the click of abutton.Need to add or remove a document? Nothing could beeasier—simply add or remove documents and regeneratethe Binder.Create templates from scratch or save an existing Binderas a template. Templates can include any security,numbering and watermark settings that are part of theBinder.MAKE A BUNDLEEXTEND THE VALUE OF YOUR DMSAdd documents and folders, even folders with subpdfDocs Binder integrates with leading Documentfolders from your local drive, network or DocumentManagement Systems (DMS) Autonomy iManageManagement System (AutonomyWorkSite, Open Text eDOCS DM,iManage, MS SharePoint,NetDocuments, ProLaw, TRIM andNetDocuments, OpenText eDOCS,“We have seen manyWorldox, enabling users to convert externalbundling options, but thisProLaw, TRIM, Worldox) to the Binderdocuments to PDF and to profile themis the most sophisticatedinterface.into the DMS. Users can convert existingand robust. It will facilitateConvert all the documents in theincreased efficiencyBinder to PDF or leave some in nativeand quality control,format. You can select a document(s)whilst offeringas your covertremendousflexibility.”page(s),“We have received excellentwhich canGerard Kamath,feedback from our legalBusiness Managerbe editedof Legal Servicesdivision. It will facilitate ain its nativeat Lambeth Councilsignificant positive change inapplicationthe working practices, allowingfrom withinsignificant time saving andthe Binder.departmental efficiency. ”documents in the DMS environment to PDFas new or related documents.INTEGRATE WITH MS SHAREPOINTpdfDocs Binder allows users to Save intoand export documents and libraries fromMS SharePoint. pdfDocs Desktop providesdual integration with MS SharePoint andyour DMS.Councillor Mike Carr, CabinetMember for Direct and InternalServices at Derby City CouncilAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of ContentsBates 0003

pdfDocs Information BinderCONVERSIONConvert Microsoft Office documents and image files to PDFLeave documents in native formatMANAGE CONTENTAdd documents, folders and folders with subfolders from your system, networkor Document Management System to the BinderRe-arrange content within the Binder Project with drag and drop easeSort content within the Binder Project based on Binder fieldsRename documents/foldersTEMPLATESCreate, edit and save Binder templates, or create a template based on anexisting Binder ProjectSpecify Table of Contents, Numbering Sets, Security and Watermark settingsfor templateCOVER PAGE(S)Right-click on any document(s) in the Binder to make it the Cover Page(s)Edit the Cover Page in its native application within the BinderTABLE OF CONTENTSCustomize Table of Contents document in MS WordAdd Binder field codes to the Table of Contents template documentEdit Table of Contents prior to generating the Binder ProjectEDIT CONTENTEdit non-PDF documents in the native application within the Binder ProjectAnnotate, edit and redact PDF documentsBINDER SETTINGSSpecify Numbering Sets, Security and Watermark settings for BinderSYSTEM REQUIREMENTSOPERATING SYSTEMSMicrosoft Windows XPwith SP2 or 3 (32-bit and64-bit)Microsoft Windows Vistawith or without SP1 (32-bitand 64-bit)Microsoft Windows 7(32-bit and 64-bit)Microsoft WindowsServer 2003 with SP2(32-bit and 64-bit) runningTerminal Services / CitrixMetaframeMicrosoft Windows SmallBusiness Server 2003 withSP1 (32-bit and 64-bit)Microsoft WindowsServer 2008 (32-bit and64-bit)Enable/disable Binder Settings when generating Binder ProjectBINDER SNAPSHOTCreate a Binder Snapshot(s) to prevent users from deleting, moving contentRevert to last Snapshot unlocks the documents to previous stateRevert All unlocks the Binder contents to original stateBINDER OUTPUTOutput the Binder as a single or multiple PDF documentOutput the Binder using Universal or Standard File NamingINTEGRATIONAutomony iManageHP TRIMOpenText eDOCSMS SharePointNetDocumentsProLawWorldoxOutput as Cover Page only, consisting of Cover Page(s) and Table of ContentsBINDER PRODUCTION Specify File and Target System path lengthGenerate Bookmarks and Links to all the documents in the Binder ProjectBINDERDISTRIBUTIONSave the Binder Project to your system or networkSave the single PDF document (only) to a Document Management SystemGenerate Autorun.inf for DVD/CDINTEGRATIONpdfDocs Desktop integrates with MS Office, including MS Word and MS OutlookIntegrates with leading Document Management Systems including AutonomyiManage, MS SharePoint, NetDocuments, OpenText eDOCS, HP TRIM andWorldoxAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of ContentsSYDNEYMELBOURNELONDONNEW YORKWASHINGTON DCPORTLANDinfo@docscorp.comwww.docscorp.comBates 0004

pdfDocs Information BinderDATASHEETwww.docscorp.com/comparedocspdfDocs compareDocsEasy to use interfaceReduce costs and risksStreamline document reviewprocessIncrease collaborationHelps with eDiscovery anddocument managementEnterprise-wide solutionThe compareDocs approach to document comparisonand workflow is unique. Its easy to use interface lets youcompare anything to anything, integrating seamlesslyinto the applications you use every day—MS Word,Outlook and Adobe Reader. No more proprietary viewingtechnology; no more reformatting documents; no moretime wasted.Out-of-the-box integration withleading Document ManagementSystemsCOMPARE APPLES WITH ORANGESEFFICIENCY THROUGH INTEGRATIONcompareDocs identifies changes in document versionsand outputs the changes directly to Word or PDF sothat you can continue to work on the document. Theresult is a seamless, integrated workflow that deliversunprecedented levels of accuracy and efficiency.FAST AND ACCURATE COMPARISONcompareDocs goes beyond the simple Word-to-Wordor PDF-to-PDF comparison solution. Compare two MSWord documents and output the Comparison Report asa working MS Word document. You can accept/rejectchanges in the document using MS Word’s track changesfunctionality.With compareDocs you can compare apples to oranges,that is Word to Word, PDF to PDF, Word to PDF, anythingto anything.With OCR Server installed, you can compare PDF toPDF and output the Comparison Report as a MS Worddocument. Or, compare two image documents.As business embraces the notion of collaboration, theDOCUMENT MANAGEMENT INTEGRATIONneed for a robust document comparison and controlsolution becomes even more critical.pdfDocs compareDocs integrates withManually comparing and contrastingAutonomy iManage, Open Text eDOCS anddocuments is a time-consuming“compareDocs is a viableWorldox document management systems.process that is prone to error. pdfDocsalternative to other existingA single right-click on a document allowscompareDocs gives business a solutionoptions. It would be my firstusers to compare documents stored insidethat is fast, accurate and efficient.choice in recommendingthe DMS environment.an electronic redliningprogram.”“I am thrilled to finda simple and reliabledocument comparison toolin pdfDocs’ compareDocs.I appreciate uncomplicatedsoftware that does aspecific task, and does itvery well. compareDocsfocuses solely oncomparing documents and,for that, the software has nocomparison.”TechnoLawyer:John Heckman,legal technologyconsultantCOMPLIANCEpdfDocs compareDocs enables business tomeet industry and corporate complianceregulations by providing a reliable tool fortracking, discovering and reporting changesto business-critical documents.Legal Assistant Today: BrettBurney, legal technologyconsultantAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of ContentsBates 0005

pdfDocs Information BinderCOMPARECompare Word to WordDOCUMENTSCompare PDF to PDFCompare Word to PDFCompare PDF to any other text-based document formatSwap original/modified document positionsMODIFYChoose from a variety of rendering sets for document markupRENDERING SETSCreate, edit and save rendering setsCopy and rename rendering setsEDIT COMPARISONSet comparison engine granularitySETTINGSSet Ignore case option to ignore changes in caseSet Attach punctuation to better display punctuation changesACCEPT CHANGESWord-to-Word comparisons display in new Word documentWITH WORD TO WORD Uses Word Track Changes functionality to accept/reject changesDisplay Moves natively in MS Word 2007 comparisons using Track Changes*Track Changes and Reviewing Pane automatically set to displayDMS INTEGRATIONpdfDocs compareDocs integrates with Autonomy iManage, Open Text eDOCSand WorldoxRight-click on a document within the DMS environment to compare withanother documentSave back into the DMS as new, new version, attachment or relateddocumentMS OFFICEINTEGRATIONComplete integration with MS Office 2007 and 2010 DOCX file formatsClick Compare button on MS Word toolbar to compare current document withanother documentRight-click on a document in Windows Explorer to send to compareDocsDrag and drop documents and email attachments into compareDocsPDFDOCSINTEGRATIONClick Compare button in the pdfDocs Organizer workspace to compare thecurrent document with another documentRight-click on a document within the Organizer workspace to compare withanother documentSYSTEM REQUIREMENTSOPERATING SYSTEMSMicrosoft Windows XPwith SP2 or 3 (32-bit and64-bit)Microsoft Windows Vista with or without SP1(32-bit and 64-bit)Microsoft Windows 7(32-bit and 64-bit)Microsoft WindowsServer 2003 with SP2(32-bit and 64-bit) runningTerminal Services / CitrixMetaframeMicrosoft Windows SmallBusiness Server 2003with SP1 (32-bit and 64-bit)Microsoft WindowsServer 2008 (32-bit and64-bit)MS OFFICESupports Microsoft OfficeXP, 2003, 2007, 2010INTEGRATIONAutomony iManageOpenText eDOCSWorldoxCompare the current document with another document stored in a documentor records management systemPDF-to-PDF comparison with MS Word comparison report marked up withTrack Changes or Formatting**DOCUMENTCOMPARISONOUTPUTProduce a variety of statistical summary, side-by-side and consolidatedreports highlighting document differencesSummary report can be a separate document or included in Side-by-Side andConsolidated reports as first or last pageCreate separate change summary and detail reports, or append these to themarked up comparison report for single file distribution and collaborativereviewSYDNEYMELBOURNELONDONNEW YORKWASHINGTON DCPORTLAND* only available in Word 2007 or higher** requires pdfDocs Desktop, compareDocs and OCR ServerAdd Page and Bates numbers and more.ALT ----- (back arrow)Back to Table of Contentsinfo@docscorp.comwww.docscorp.comBates 0006

pdfDocs Information ocs Content CrawlerExpose the size of the problem ofnon-searchable content in yourContent RepositoryUnlock content in image f

pdfDocs Desktop integrates with leading Document Management Systems (DMS) Autonomy iManage, Open Text eDOCS, NetDocuments, ProLaw, TRIM and Worldox, enabling users to convert external documents to PDF and to profi le them into the DMS. Users can convert existing documents in the DMS to PDF as new or related