document management in the mobile world
TRANSCRIPT
Document Management in the Mobile WorldGo Paperless by Automating Your Key Document Processes
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Your Presenters
Richard SchoenDirector of Document Management Technologies
Greg SchmidtSenior Technical Solutions Consultant
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• HelpSystems overview• Mobile document access business scenarios• WebDocs and WebForms overview• Mobile document capture and access demo• Q&A
Agenda
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HelpSystems Family of Brands
Document Management Solution Overview
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Capture Incoming Documents from Mobile Devices
Business NeedUse a mobile device to capture incoming documents.
Solution: WebDocs• Capture photos on mobile device• Sign a PDF on mobile device with Acrobat or another signature capture app• Forward the document via email to: [email protected]• Set subject line or body text with selected key or routing information • The document is now captured, indexed, and routed in WebDocs• Start an IBM i or Windows-based business process
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Capture Forms from Mobile Devices
Business NeedCapture data in real time without needing to print paper forms or capture and enter signatures manually.
Solution: WebForms• Interactive web and tablet-based forms • Use and update business systems automatically• Validate data entry• Read and write IBM i database information• Call IBM i programs written in CL, RPG, or COBOL• Use WebDocs to manage and route forms as documents for approval
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Access Documents from Mobile Devices
Business NeedSecurely locate and view documents on mobile devices.
Solution: WebDocs• Log into WebDocs • Enter search criteria to locate documents• Click a button to download and view a document• Enjoy easy access to remote documents with WebDocs
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WebDocs—Document Management
Capture and Manage Scanned Images, Reports, and Forms• Capture scanned image documents
• Manage forms captured via WebForms
• Archive reports for online access
• View documents from any web browser
• Secure by department or user groups
• Use version control to track document changes
• Support any PC file or document format:
TIFF, PDF, Word, Excel, PowerPoint, Outlook emails, audio and video file, etc.
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WebForms—Online Form Data Capture
Capture form data via web-based forms• No more filling out forms by hand or re-keying data
• Convert any paper form to a digital version
• Interface with IBM i or any other database
• Call programs and web services
• Save completed forms to WebDocs
• Version control forms on WebDocs
• Generate pixel-perfect PDF documents
• Extract form data in other business apps and databases
• Integrate with SEQUEL dashboards and other web applications
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Form Capture Scenarios
Typical form capture scenariosUse a web form to capture data and update a databasePre-populate form and send out URL links to complete formPre-populate form with data based on an order, invoice, work order, or job number and then complete formFill out new form, such as a business application, where data is simply captured and routed to the appropriate personFill out new form and store in WebDocs for form management and version controlPre-populate and store new form in a temporary directory on the WebForms server so it can be opened, completed, and submitted
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Devices That Can Use WebForms
Device typesWindows desktop, laptop, or tabletLinux or Mac desktop, laptop, or tabletiOS device (iPhone or iPad)Android device (phones, tablets)Windows 7, 8, or 10 are supported
Demo Time
Questions and AnswersPlease enter your questions in the chat log.
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Thank You for Attending
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