Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.
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Transcript of Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.
![Page 1: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/1.jpg)
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
![Page 2: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/2.jpg)
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!
![Page 3: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/3.jpg)
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
![Page 4: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/4.jpg)
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
![Page 5: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/5.jpg)
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
![Page 6: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/6.jpg)
Michael Frattini
Versioning DemoVersioning Demo
![Page 7: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/7.jpg)
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
![Page 8: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/8.jpg)
Michael Frattini
Audit Trail DemoAudit Trail Demo
![Page 9: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/9.jpg)
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,)
![Page 10: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/10.jpg)
Michael Frattini
Auto Numbering DemoAuto Numbering Demo
![Page 11: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/11.jpg)
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
![Page 12: Michael Frattini File Magic to Fortis Migration and What’s New in Version 2.3? Michael Frattini.](https://reader035.fdocuments.us/reader035/viewer/2022062515/56649d135503460f949e6f90/html5/thumbnails/12.jpg)
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!