Fb Sp Intgr Manual

FileBound – SharePoint Integration

• What is SharePoint?– SharePoint is a diverse tool that is built to

meet the needs of many.

– A enterprise information portal developed by Microsoft, that can be configured to run Intranet, Extranet or Internet sites.

– Allows people, teams and expertise to connect and collaborate.

What is SharePoint?

• Transactional Content– Scanned Images– Computer Reports– Forms– Fax– Corporate Records– Document Correspondences

• Examples– Invoices, Loans, Claims

• Technologies– Imaging– E-Forms– Cold/ERM– Document Management– Workflow/BPM

• Business Content– Office Documents– Web Content– Corporate Records– Messages

• Examples– Sales Proposals, Technical Docs

• Persuasive Content– Web content– Product Catalogs– Rich Media– Collateral– Blogs/Wikis

Types of ECM Content

• SharePoint ECM Options

• SharePoint with 3rd party application integrated.

• Applications developed on SharePoint by end user.

• 3rd Party document management systems built on top of SharePoint.

SharePoint ECM Options

• Why FileBound makes sense?

• Unlimited user license• Ease of use • Free integration with SharePoint• Easy to Install and configure

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFIntegration Overview

Quick and Seamless IntegrationThe integration with SharePoint will provide document

imaging, document capture and integrated search to

SharePoint users. When using the new FileBound Version

5.0, the integration is easy to install, requires no custom

coding and works with all versions of SharePoint, including

Windows SharePoint Services (WSS).

Web Parts

• FileBound Assigned Documents• FileBound Project Navigator• FileBound Search• SharePoint Integrated Search

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFIntegration Overview

Four Available Web Parts

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

FileBound Assigned Documents

FileBound Web Parts - FileBound Assigned Documents

Assigned Documents

• Displays Documents Assigned to User• User can Select Project to Display

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Assigned Documents

Assigned Documents

• Selecting File Launches FileBound Viewer

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Assigned Documents

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

FileBound Search

FileBound Web Parts - FileBound Search

FileBound Search

• Search FileBound Key Field• User can Select Project to Search• Opens FileBound Search Results ScreenWireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

Anderson

FileBound Web Parts - FileBound Search

FileBound Search

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - FileBound Search

FileBound Search

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

Results Can Be Displayed In-Frame

FileBound Web Parts - FileBound Search

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

SharePoint/FileBound Integrated Search

FileBound Web Parts - SharePoint/FileBound Integrated Search

Anderson

Integrated Search

• SharePoint Results• FileBound Results

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound Web Parts - SharePoint/FileBound Integrated Search

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

FileBound Project Viewer

FileBound Web Parts - FileBound Project Viewer

Project Viewer

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EF

FileBound Project is Launched

FileBound Web Parts - FileBound Project Viewer

Quick and EasyConfiguration

Add Web Part

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration

Edit the Shared Page

Add Web Part

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration

Select Web Parts to Add

Configuring Web Part

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFConfiguration

Configure Web Part Settings

Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFComplete SharePoint Site with Integrated FileBound Web Parts

Wireless Access Available (Marex-Training): 065D5BD05ABD08911A112B98EFFileBound/SharePoint Integration – A Great Combination!

A Great Combination!

The FileBound Content Management Solution provides

easy to configure workflow and e-form functionality out of

the box. The powerful combination of SharePoint and

FileBound provides an enterprise solution, made up of best

in class technology for document imaging and collaboration

portals.