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

Document Solutions Document Solutions Confidential Property of FileMark Corporation Document Submission Archive Applications Loan Origination Escrow Student Aid Legal Discovery Estate Planning Tax Preparation Auditing Invoice Processing Remote Business Reporting Selective Archiving

Document Solutions Document Solutions Confidential Property of FileMark Corporation What is it? 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 Return s – for confirmations, error corrections or notifications Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR 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 purchase or SaaS – on-site or off-site 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 Return s – for confirmations, error corrections or notifications Flexible document indexing, classification, date/time stamping, optional manual metadata completion, image OCR 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 purchase or SaaS – on-site or off-site Document Submission Archive

Document Solutions Document Solutions Confidential Property of FileMark Corporation Benefits Clearing house for easy collection and sharing of time-sensitive documents Efficient, paperless document submission process Saves time, labor and money – eliminates the need for clients to copy and mail or physically deliver time-sensitive paper documents – no need for clients to print and mail copies of electronic documents – just attach one or more documents to and send to SMARTi repository Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing Eliminates or augments centralized scanning and indexing Improves document search, security, control and collaboration Ensures process and procedural compliance Clearing house for easy collection and sharing of time-sensitive documents Efficient, paperless document submission process Saves time, labor and money – eliminates the need for clients to copy and mail or physically deliver time-sensitive paper documents – no need for clients to print and mail copies of electronic documents – just attach one or more documents to and send to SMARTi repository Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing Eliminates or augments centralized scanning and indexing Improves document search, security, control and collaboration Ensures process and procedural compliance Document Submission Archive

Document Solutions Document Solutions Confidential Property of FileMark Corporation and Fax Integration l Coversheet Fax Subject: index1; index2; index3 Attachments l CC or Fwd To: From: Subject: index1; index2; index3 Date / Time: Attachment: file name SMARTi Document Submission Archive Scanner Subject: index1; index2; index3 l Document submission / retrieval Document submission / retrieval Metadata extraction Metadata extraction Image OCR for content search Image OCR for content search Conversion to PDF Conversion to PDF Confirm or Reject via Confirm or Reject via On-line user registration On-line user registration Document Submission Archive

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

Document Solutions Document Solutions Confidential Property of FileMark Corporation Archiving via Document Submission Archive

Document Solutions Document Solutions Confidential Property of FileMark Corporation Retrieval via Document Submission Archive

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 Submission Archive

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 Submission Archive

Document Solutions Document Solutions Confidential Property of FileMark Corporation Workflow Routing Document Submission Archive

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