Post on 18-Dec-2015
Michael Frattini
File Magic to Fortis Migrationand
What’s New in Version 2.3?
File Magic to Fortis Migrationand
What’s New in Version 2.3?Michael Frattini
Michael Frattini
TIME SENSITIVE OFFER!!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!
Michael Frattini
OverviewOverview
• 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
Michael Frattini
Benefits of FortisBenefits 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
Michael Frattini
VersioningVersioning• 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
Michael Frattini
Versioning DemoVersioning Demo
Michael Frattini
Enhanced AuditingEnhanced 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
Michael Frattini
Audit Trail DemoAudit Trail Demo
Michael Frattini
Auto NumberingAuto 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,)
Michael Frattini
Auto Numbering DemoAuto Numbering Demo
Michael Frattini
Toolkit UpdatesToolkit 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
Michael Frattini
TIME SENSITIVE OFFER!!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!