1. Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini

2. TIME SENSITIVE OFFER!! All existing File Magic multi-user customers on active support receive no license fee migration to a “like for like” Fortis SE configuration! All existing File Magic standalones on active support receive no license fee migration to a “like for like” Fortis SE three concurrent user configuration!

3. Michael Frattini Overview Benefits of Fortis Versioning –Check In, Check Out –PowerWeb support Enhanced Auditing –Audit versioning functionality –Field value auditing Auto Numbering –Bates numbering/stamping (legal) –PowerWeb support eCopy Connector COM API –Support for new features Toolkit Updates Certifications

4. Michael Frattini Benefits of Fortis Enhanced permissions and security –User feature access –Admin feature access –Field level security Groups Reserve licensing Versioning and check-in/out Multi-value field support Access to additional modules –Powerweb –Inflo –ApproveIt –EnableIt –Audit Trail –MFD Connectors

5. Michael Frattini Versioning Maintain multiple versions of a document –Configured by document type Requires check out before modification is allowed –Document AND index data modifications –Document can be edited over a period of time and even exported for offline editing –Changes aren’t viewable by others until check in –Document locked during check out, can be unlocked by administrator (loses any changes) View previous versions Check-in, check-out, undo check-out from within PowerWeb Feature access permissions added –Admin – Versioning: Manage setup –Admin – Documents: Remove Locks –User – Versioning: View Old Versions

6. Michael Frattini Versioning Demo

7. Michael Frattini Enhanced Auditing Additional functions audited –Check out a document –Check in a document –Undo check out a document –Launch a document Field data audited –Audit field data on indexing –Audit previous field data on modification –Audit field data on deletion

8. Michael Frattini Audit Trail Demo

9. Michael Frattini Auto Numbering Assign a numbering schema to documents indexed –Can be assigned at the document or page level –Helps to uniquely identify a single document or page –Common in the legal vertical (bates) Settings are user specified and include: –Prefix –Suffix –Digit length –Starting number –Ability to capture auto number via OCR Stamp settings include: –Location (Top Left, Top Right, Bottom Left, Bottom Right) –Font (Style, Size, Color,)

10. Michael Frattini Auto Numbering Demo

11. Michael Frattini Toolkit Updates Outside In Viewer – version 8.0.1 – Assorted Other type page processing Leadtools – version 14 – Color image page processing ScanFix – version 4.15 – Image enhancement processing ScanSoft – version 12.6 – OCR toolkit PixTools/Scan – version 7.3 – Scan toolkit Snowbound – version 14 – Black and White image page processing VisionShape Barcode Toolkit – Barcode Recognition toolkit dtSearch Toolkit – Full text indexing and search toolkit

12. Michael Frattini TIME SENSITIVE OFFER!! All existing File Magic multi-user customers on active support receive no license fee migration to a “like for like” Fortis SE configuration! All existing File Magic standalones on active support receive no license fee migration to a “like for like” Fortis SE three concurrent user configuration!