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E-Z Data Confidential SmartOffice 6 Mini Series: The Power of SmartOffice 6 and Imaging/Service Provider Integrations Welcome! This Webinar will be 30.

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Presentation on theme: "E-Z Data Confidential SmartOffice 6 Mini Series: The Power of SmartOffice 6 and Imaging/Service Provider Integrations Welcome! This Webinar will be 30."— Presentation transcript:

1 E-Z Data Confidential SmartOffice 6 Mini Series: The Power of SmartOffice 6 and Imaging/Service Provider Integrations Welcome! This Webinar will be 30 minutes in length. Please dial into: (712) Code = SmartOffice 2008 BGA Webinar Series

2 E-Z Data Confidential Agenda AGENDA January 1, 2014 TopicTime Welcome and Introductory Content John McFadden General Manager, BGA Services Meg Rose, FLMI, ACS Business Relationship Manager, BGA Markets 5 minutes The Power of SmartOffice 6 and Imaging/Service Provider Integrations Carolyn Carrasco Product Manager, Integrations Bryan Eshelbrenner Associate Director, Product Management 20 minutes Questions and Answers5 minutes E-Z Data Confidential

3 Webinar Questions & Follow-up >Text chat available, if needed >Q&A at the end of call will allow for verbal questions (* and then 5) >Follow-up s and phone calls welcomed To see the presentation in FULL without scrolling, click on the minimize option in the iLinc Application Display Toolbar (then move it below presentation and then simply open/maximize it to ask a question) Type here if needed

4 E-Z Data Confidential Ramp Up Your SmartOffice 6 Know How…

5 Its like getting a new model of your car… 1)Setting it Up for Your Comfort and Drivability >Home Page Personalization >Key BGA Business Management Reports >Highlights of 6.0 Enhancements in SmartOffice Modules 2)Learn More about Options: ºWinFlex Web Demo ºExample Service Provider and Imaging Integrations ºMobile PDA Option 3)Maximize Your Investment ºOverview of Wish List Items Integrated from 2007 CPC ºPreview and Pre-CPC Wish List Session Webinar (Aug 24, Sept 4) ºAttend our Client Partner Conference (BGA CPC) in 2008 SmartOffice 6 -- Mini-Series

6 Value of SmartOffice with Integrations >Allows launch and use of data and documents right from SmartOffice >Allows data exchange and access from SmartOffice to Vendor Partners Software >Automates a process that may have been manual and/or redundant previously

7 SmartLink for PaperClip >This integration allows you to export data from SmartOffice to the PaperClip software. >Benefits of sharing, tracking and reporting >Free Module available as add-on to SmartOffice BGA Edition. Simply request to turn on. >For more information on the PaperClip application, visit

8 Prerequisites to SmartOffice and PaperClip Integration Requirements for the PaperClip Integration: >PaperClip software must be installed on the computer from which the integration will run >SmartOffice v 5.1 or higher (request access) >Rights to the PaperClip integration

9 SmartLink for Intellisys (ExamOne) This integration allows viewing of a contacts existing documents that are linked at the Intellisys (ExamOne) Web site from SmartOffice. Free Module is available as add-on to SmartOffice BGA Edition – simply request to turn on For more information on the Intellisys (ExamOne) application, please visit

10 Prerequisites to SmartOffice and ExamOne/Intellisys Integration Requirements for the Intellisys Integration: >A User Name and Password to the Intellisys Web site >SmartOffice v5.1 or higher (request access) >Rights to the Intellisys integration >The Azalea Bar code font C128 For information on the Azalea bar code font please visit

11 How it Works Demo Carolyn Carrasco Product Manager, Integrations Bryan Eshelbrenner Associate Director, Product Management

12 Summary of Benefits >FREE and Easy Set-up through SmartLink >Simplicity of Use >Work Flow Advantages and Automation >Minimizes Typing, Clicking, Human Errors and Data Redundancy >Allows for Centralized Document Access, and Tracking, Reporting and Management Application Information >Audit Trail/Compliance Advantage

13 Todays Mini-Webinar Takeaways 1.How these integrations are set-up in and work through SmartOffice 2.Ideas on how to integrate with work- flow and SmartOffice 3.Unique advantages for BGAs in document and data management Apply and customize use in your own environment.

14 Next SmartOffice BGA Webinar Thursday August 7th, 2pm ET SmartOffice Wherever You Are!: A Quick Look at the SmartOffice Mobile PDA Module Hosted by E-Z Datas Meg Rose (guest star TBA) Watch for invite and register online.

15 E-Z Data Confidential Cmon Down to BGA CPC… Register today at: Suggestions for topics, follow-up questions, etc? Meg Rose, Business Relationship Manager, BGA Markets phone: x Thank you for your time and your business. Stay tuned for Q&A.


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