NEW SOLUTIONS FOR A NEW DECADE2020 Launch Overview

SMART CHANGE STARTS HERE.

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NEW SECURITY CONCEPT

The introduction of attribute-based access control allows users to have attributes or roles that define their permissions. Administrators can now define roles like Reader, Contributor, Owner, or a custom role, and select which permissions each role has. Users are then assigned to a role so there’s no need to configure permissions on an individual level. This allows for granular permission control and ease of management in complex security environments.

(1) Roles, (2) Permissions, (3) Defining New Roles

THEREFORE™ 2020Therefore 2020 includes powerful new features that help to enable users to work smarter and businesses to be more agile and efficient.

NEWLY REDESIGNED WEB CLIENT

Therefore 2020 boasts a newly redesigned web client for accessing Therefore over the Internet using a web browser. A modern and intuitive user interface in the new web client is adapted to the needs of different types of users and caters especially well to newer or more casual Therefore users. A responsive design adjusts to the screen size to bring an excellent user experience, regardless of device.

Furthermore, a new dashboard view has been added to the web client. This completely customizable interface allows users to add tiles to their dashboard to perform and monitor many different types of activities such as: bookmarks, workflow processes and notifications, reporting, saving documents, custom links, and more.

Users who prefer the classic web client interface can continue working the same as before. Switching to the new web client is as easy as flipping a switch.

An overview of folders and categories in the new web client

FUNCTIONALITY OVERVIEW*• Saving new documents

• Searching for documents (simple and advanced)

• Viewing documents

• Viewing and editing index data

• Viewing workflow inbox and processing workflows

• Dashboard view

• Form data is visualized in the Therefore Viewer

A customized general dashboard in the new web clientA customized general dashboard in the new web client

A sample workflow dashboard in the new web client

* Features or functions not listed may not be available in the new web client yet. If additional features are required and not yet available in the new web client, the classic web client can always be used. Features and functions will be regularly added to the new web client through Therefore upgrades.

EXPANDED ESIGNATURE SUPPORT

REST API CALLS

The existing integrations with eSignature providers have been expanded in Therefore 2020.

Building on the existing integration with the leading eSignature provider DocuSign, Therefore 2020 introduces native integrations with the providers SimpleSign and YouSign. Users can take advantage of these turnkey solutions to easily and quickly collect signatures for documents in Therefore. Both manual and automated modes for getting documents electronically signed are available to suit all types of signing scenarios, from simple ad-hoc signing to complex workflows that require multiple signatures in a certain order, or at different times.

Furthermore, Therefore 2020 also offers a provider-agnostic interface that supports integration possibilities with other eSignature providers without extra coding. A defined interface and procedure supplied by Therefore makes it easy to add a third-party eSignature provider to fit any specific regional or signing need.

A new workflow task is available to automatically call REST services from within a Therefore workflow.

This allows for simple, codeless integrations with external services that use a REST API. For example, as part of a workflow, a REST call can send data from Therefore to an ERP to update a database. A REST call could also retrieve information from an ERP such as a matching PO number or line items.

SAMPLE USE CASE:A Therefore workflow should send an SMS (text message) once a certain task in the process is complete. When this point is reached, the appropriate task in Therefore sends data to an external SMS service, which sends out the message and returns data to Therefore confirming the message was sent.

Canon is a registered trademark of Canon Inc. in the United States and elsewhere. Therefore and the Therefore logo are trademarks of Therefore Corporation.All other referenced product names and marks are trademarks of their respective owners and are hereby acknowledged. Images are simulated.© 2020 Canon Solutions America, Inc. All rights reserved. 11/20-1086-5142

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