Notable Solutions, Inc Personal Workflow Ticketing System.

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Presentation transcript:

Notable Solutions, Inc Personal Workflow Ticketing System

Notable Solutions, Inc Requirement How does a client securely get content directly to a user? - ? -Fax? -Regular mail/paper? -Web uploads?

Notable Solutions, Inc Solution AutoStore enables the use of secure personalized inbound s, faxes, scans, or web uploads directly to an employees work queue, or other workflow system. s faxes scans web

Notable Solutions, Inc Scenario: Missing Documents For a Loan Closing Fax Paper Web uploads

Notable Solutions, Inc

Create Ticket x Close Ticket LabelLeslies Missing I9 Ticket Number

Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close click here to a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet

Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close click here to a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet Please fax to: (703) For: Tom Ridge Ticket Number: Expires: April 5 th, 2013

Notable Solutions, Inc Inbound Faxing Fax Servers nsi Please fax to: (703) For: Tom Ridge Ticket Number: Expires: April 5 th, 2013

Notable Solutions, Inc Service Center Bank Service Center Tom Ridge Please log into IBM Datacap to validate your document FAX Ticket received with the label: Leslies missing I9 Inbound Faxing

Notable Solutions, Inc Tom Ridges Queue Ticket FaxIndexpending1 Example of a queue for an employee to use. In this example, were showing IBM Datacap

Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close click here to a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet

Notable Solutions, Inc Successfully created your ticket! Ticket Number x click here to a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet Send Close To Address Message Please send me that I9

Notable Solutions, Inc Thursday, April 04, :50 AM Leslies Missing I9 Re: Leslies Missing I9 Tom, Thanks for the . Please find it attached.

Notable Solutions, Inc Inbound Servers nsi

Notable Solutions, Inc Service Center Bank Service Center Tom Ridge Please log into IBM Datacap to validate your document from Leslie Hunt - Ticket received with the label: Leslies missing I9 Inbound

Notable Solutions, Inc Tom Ridges Queue Ticket FaxIndexpending Ticket Indexpending1

Notable Solutions, Inc Scanning Servers nsi

Notable Solutions, Inc Scan Ticket Ticketing (Indexing Before Scanning)

Notable Solutions, Inc Enter Ticket Ticket Ticket Label: Leslies Missing I Press the green SCAN/START button when ready

Notable Solutions, Inc Secure Fax Secure Scan eCourier Enter Ticket Ticket Label: Leslies Missing I

Notable Solutions, Inc Tom Ridges Queue Ticket FaxIndexpending Ticket Indexpending Ticket MFDIndexpending1

Notable Solutions, Inc Web Upload Web Servers nsi

Notable Solutions, Inc User logs into website using ticket ID User then gets presented a form (designed by the bank), to upload documents

Notable Solutions, Inc Tom Ridges Queue Ticket FaxIndexpending Ticket Indexpending Ticket MFDIndexpending Ticket WebIndexpending1

Notable Solutions, Inc Enhanced Ticket Creation Interface This shows additional capability, but more complexity

Notable Solutions, Inc Step 1

Notable Solutions, Inc Step 2

Notable Solutions, Inc Step 3

Notable Solutions, Inc Audit/Tracking

Notable Solutions, Inc Security Options

Notable Solutions, Inc Create Ticket x Close Ticket LabelLeslies Missing I9 Ticket Use One Time Ticket Expiration 4/5/2013 Security Settings Ticket Number

Notable Solutions, Inc Integration Examples Employee Portal Others Directly into Line of Business Application Secure mail courier for branch mail Business to Business Consumer to Business

Notable Solutions, Inc Questions