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File Magic to Fortis Migration and What’s New in Version 2.3?

File Magic to Fortis Migration and What’s New in Version 2.3?. 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!

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File Magic to Fortis Migration and What’s New in Version 2.3?

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  1. File Magic to Fortis MigrationandWhat’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. 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. 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. 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. Versioning Demo

  7. 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. Audit Trail Demo

  9. 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. Auto Numbering Demo

  11. 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. 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!

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