onbase 13 overview - imagesoft, inc€¦ · onbase advanced capture automated document...
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What’s New in OnBase 13 “The Skinny on OnBase” with Colleen Alber
OnBase 13 The Difference
is in the Details
New Look
New Product Icons!
OnBase Product Categories
Capture Process Access Integrate Measure Store
Hyland.com
Community
Capture
Document Imaging | Unity
Batch Indexing: Layout change QA function More familiar Easier to use
OnBase Advanced Capture
Automated document Identification and Indexing HUGE increase in functionality 6 versions and ~300 Enhancements
Intelligent Capture for AP Invoice Indexing • No templates! • Pre-configured tags
and expressions • Header only • No line item data • Map DT/Keywords • Load vendor data
New Product
Interactive Data Capture
Unity Client • Type, and complete • Click on text
License Requirements Advanced Capture or Intelligent Capture for AP
New Product
Automated Redaction Burn redactions with or without user review…
AnyDoc (acquisition)
Now an OnBase capture portfolio option! Data extraction, including line items get data off documents and into OnBase or any other system
Process
Unity Forms
Drawing Control - Markup
Add text, Lines and erase
Select color and line width
Unity Forms
Attach and upload documents
Click to browse for file
Remove or change file
prior to submittal
Permanent link to
document after
submittal
Unity Forms
Click to sign
Sign with mouse, stylus,
or finger
Confirm or clear
Signature improvements
All this on mobile too!
Drawing Control Attachment
control
Signatures
Unity Signatures
Sign PDFs!
-Mouse -Signature pad -Stored signature
Requires Signature Pad Interface license Requires PDF Framework license
Unity Signatures
Sign PDFs!
Administer/Configure in Unity Client
Workflow
• New rules and actions for • WorkView objects
• Document Transfer
• Custom window titles in Unity Client
• Supports client-side execution of Unity Scripts from User Ad Hoc Tasks
Workflow/OnBase Studio
Workflow Studio is now OnBase Studio To allow for non-Workflow configuration in future
Visual Notifications Everywhere!
WorkView | Case Manager
360 degree view of “case”
• OnBase repository, infrastructure
• Data, documents, people, processes and more
• Workflow
• Full-Text Search
WorkView | Case Manager
• Productivity features for filters
• Combining full-text and normal searching
• Filter dashboards provide multiple portlets (bar graph, pie chart, filter result list)
• Sending email with record link
• Editable filters in the Unity Client
WorkView | Case Manager
Filter Dashboards
©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.
DKT with Tests
Unity Client & Web Client (including StatusView)
Document Knowledge Transfer with Tests
Test user comprehension after reading required document.
Tests and Surveys (for DKT) Acknowledge Document Take Test Review Feedback View Later Generate Certificate
DKT with Tests
New Product
Create in Unity Client | Administration • True/false • Multiple choice • Multi-select • Essay Test certificates!
Access
©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.
Web Server
Web Client: performance
Performance improvements ActiveX Controls now 50% smaller! with support for: Internet Explorer 10 Safari 5.1.7 and 6.0 Firefox 17 ESR
1
Web Client: personalize
Conforming to section 508 requirements Improved usability for impaired users Support for screen reader JAWS Not ‘certified’ StatusView: Promote personal layouts to groups
2
Web Client: parity
Folder features Staple notes / back staples Keyboard shortcuts – first time in Web Client!
3
©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.
Unity Client
Unity Client: performance
• Performance improvements • Client consumes less memory • Lower memory usage = more reliable • Communicate to App Server faster • NT Auth reduce trips = login quicker
1
Unity Client: personalize
Personal Page
2
Unity Client
Personal Page: Change tile color
Unity Client
Personal Page: Rename tile
Unity Client
Personal Page: Configure tile
Unity Client
Personal Page: Upload tile Set Document Type
Unity Client
Personal Page: Custom Query tile Persistent search criteria Refresh results
More ways to add tiles too!
Unity Client: parity
Reverse AutoFill Lookup!
3
Unity Client/VPD
Append pages to existing document
Unity Client
Session timeout… • Free Concurrent Client licenses after 5 minutes
of inactivity • Share session w/load balancing—don’t have to
login again • User Group applies least restrictive
Pushed back to OnBase 12!
More PDF support!!
Unity Client in 13
Unity Signatures
Sign PDFs!
-Mouse -Signature pad -Stored signature
Requires Signature Pad Interface license Requires PDF Framework license
Full-Text Search
OCR, hit-highlight & navigate PDFs!
Unity Briefcase (offline)
Workflow Queues used to… – Automatically push documents to Briefcase – Sync docs to a Folio (12 SP1) or Field App (13)
Outlook Integration
1. Support for Outlook 2013 2. Reverse AutoFill Keyword Set Lookup 3. Session timeouts…
Release license, without closing Outlook application Silent release, after 5mins. Don’t have to log back in!
Full-Text Search
Free Prize Inside! OCR included, no longer requires separate Batch/Full-Page OCR license!
OnBase Client, Web Client, Unity Client(s)
Full-Text Indexing Server for Autonomy IDOL
Hit-highlight directly ON image, text and PDF (in 13) docs!
• Search highlights results on image, text & PDF (13) documents
• Even color! • Page-to-page
navigation between hits
Full-Text Search
Full-Text Search
• Full-Text Custom Queries in Web Client • Full-Text Custom Queries for DocPop • Define Full-Text OCR Formats (Configuration)
• Import a Thesaurus (from comma delimited file)
• Backup and recover of IDOL catalogs • Re-queue docs that failed indexing
©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.
Mobile Applications
Mobile: Create Form iPad iPhone
Mobile: Device Registration iPad iPhone Android
1
Mobile: File Upload iPad iPhone Android
2
Mobile: Offline Access
iPad only
3
Public Sector Constituency Web Access
Browser support: iPad iPhone Windows Phone Android
Integrate
Application Enabler
Enable 64-bit applications
x64
Microsoft Integrations
Support for: Outlook 2013 Office 2013 SharePoint 2013
New licenses for 2013!
Lotus Notes Integration
Upload Folders Retrieval Attach
Complete re-architecture
CAD Integrations
Support for: AutoCAD 2013 Inventor 2013 SolidWorks 2013
Unity API
NEW! Java-based Unity API for Java applications (Write custom code against OnBase in Java environment)
Measure
Business Activity Monitoring
Visibility: Processing time Bottlenecks Thresholds Exceptions SLAs KPIs
Report Services
180+ pre-configured reports New reports in 13: Tests and Surveys Unity Briefcase ….maybe more!
Store
Records Management
Fully Automated Retention Document or Folder level Time and/or event based Multiple destruction options With or w/o approval Certificate of descruction
New OnBase Systems
Store 1 Quadrillion documents
1,000,000,000,000,000 64-bit capability
OnBase Product Categories
Capture Process Access Integrate Measure Store
Hyland.com
Community
Thank you! Colleen Alber