Document Solutions Document Solutions Confidential Property of FileMark Corporation Document Solutions Document Solutions October 2009 Document Submission Archive Repository for Submission and Sharing of Time-Sensitive Documents

Document Solutions Document Solutions Confidential Property of FileMark Corporation Document Submission Archive Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents Easy document submission – via , attachments, fax or MFP scanner Save (send) directly from MS Office or Outlook Selective archiving Return s – for confirmations, error corrections or notifications Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations Support for document revisions, view revision histories Secure, encrypted browser-based access to document repository Quickly find documents and folders – by metadata query, query by example, query by , content search, taxonomy browse or saved queries All documents converted to PDF – for view, annotations, print, and save Required documents auditing, easy document workflow routing On-line user registration with flexible document security Software license or Private SaaS Secure, unattended, 24x7 Web-based repository for submission, retrieval and processing of time-sensitive documents Easy document submission – via , attachments, fax or MFP scanner Save (send) directly from MS Office or Outlook Selective archiving Return s – for confirmations, error corrections or notifications Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR, searchable annotations Support for document revisions, view revision histories Secure, encrypted browser-based access to document repository Quickly find documents and folders – by metadata query, query by example, query by , content search, taxonomy browse or saved queries All documents converted to PDF – for view, annotations, print, and save Required documents auditing, easy document workflow routing On-line user registration with flexible document security Software license or Private SaaS

Document Solutions Document Solutions Confidential Property of FileMark Corporation DSA Application Examples Vendor Invoice Processing Customer Order Processing PoD Processing Field Employee Reporting Selective Archiving Save (send) from MS Office Loan Origination Student Aid Qualification Legal Discovery Estate Planning Tax Preparation Signature Cards Vendor Invoice Processing Customer Order Processing PoD Processing Field Employee Reporting Selective Archiving Save (send) from MS Office Loan Origination Student Aid Qualification Legal Discovery Estate Planning Tax Preparation Signature Cards

Document Solutions Document Solutions Confidential Property of FileMark Corporation Efficient, paperless document submission process Saves time, labor and money Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and No need to print and mail copies of electronic documents – just attach one or more documents to and send to SMARTi No need to prepare, scan and index incoming documents Augments, reduces or eliminates centralized scanning and indexing Can be used as a clearing house for easy collection and sharing of time- sensitive documents from customers, vendors or employees Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing and selective archiving Improves document search, security, control and collaboration Ensures procedural compliance and saves trees Efficient, paperless document submission process Saves time, labor and money Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and No need to print and mail copies of electronic documents – just attach one or more documents to and send to SMARTi No need to prepare, scan and index incoming documents Augments, reduces or eliminates centralized scanning and indexing Can be used as a clearing house for easy collection and sharing of time- sensitive documents from customers, vendors or employees Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing and selective archiving Improves document search, security, control and collaboration Ensures procedural compliance and saves trees DSA Benefits

Document Solutions Document Solutions Confidential Property of FileMark Corporation Direct Send Document Submission Methods Coversheet Fax l Subject: index1; index2; index3 Attachments l CC or Fwd To: From: Subject: index1; index2; index3 Date / Time: Attachment: file name SMARTi Repository MFP Scanner Subject: index1; index2; index3 l

Document Solutions Document Solutions Confidential Property of FileMark Corporation Save from MS Office

Document Solutions Document Solutions Confidential Property of FileMark Corporation EZ Barcode Generator

Document Solutions Document Solutions Confidential Property of FileMark Corporation Confirmation

Document Solutions Document Solutions Confidential Property of FileMark Corporation Retrieval via

Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Web Log-in, password, 128-bit SSL encryption Browse, Simple Query, Smart Query, Advanced Query, Full Text Search Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file - extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run Full Text Search – COLD, OCR’d images, MS Word, , PDF and text documents Image OCR option – for full text search of images View and scroll thru multiple documents of any type in a single PDF View multiple documents side-by-side View as PDF or XLS (COLD only) Up/down sorting of drawers, folders, documents and index fields Workflow, searchable case notes and annotations My Cart – Checkout, Export selected data to Excel, PDF batch print, save or Add or change index values Change user password notification with URL link to SMARTi Web to view document and use workflow Automatic session termination, support for authentication cookies Log-in, password, 128-bit SSL encryption Browse, Simple Query, Smart Query, Advanced Query, Full Text Search Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file - extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run Full Text Search – COLD, OCR’d images, MS Word, , PDF and text documents Image OCR option – for full text search of images View and scroll thru multiple documents of any type in a single PDF View multiple documents side-by-side View as PDF or XLS (COLD only) Up/down sorting of drawers, folders, documents and index fields Workflow, searchable case notes and annotations My Cart – Checkout, Export selected data to Excel, PDF batch print, save or Add or change index values Change user password notification with URL link to SMARTi Web to view document and use workflow Automatic session termination, support for authentication cookies

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation

Document Solutions Document Solutions Confidential Property of FileMark Corporation Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support Document-centric – work items are SMARTi documents with case notes ( s, images, faxes, office docs, reports, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via – reminders, timed escalation Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing, decision support Document-centric – work items are SMARTi documents with case notes ( s, images, faxes, office docs, reports, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via – reminders, timed escalation SMARTi Workflow

Document Solutions Document Solutions Confidential Property of FileMark Corporation Workflow Routing

Document Solutions Document Solutions Confidential Property of FileMark Corporation Transforming Business Documents into Organized Information Assets Transforming Business Documents into Organized Information Assets Document Solutions Document Solutions