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About KnowledgeTree, a cloud-based document management solution for businesses.
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Document Management Made Simple
The big problem.
60% of companies are faced with
document chaos AIIM State of ECM Industry Research, 2010
The other big problems.
Why is it so expensive to gain control
of my documents?
Why are document management
applications so hard to use?
Why can’t I get my documents when and
where I need them?
What is KnowledgeTree?
KnowledgeTree makes document management simple
Secure vault Global access Organized
documents
Team
collaboration
Lifecycle
management
Where are my documents?
Central online vault for
document storage:
• Drag & drop into vault
• Store any file type
• Preview and edit
documents online
• Access documents
from anywhere
How do I find my documents?
• Search document
contents and
properties
• Search within:
Microsoft Office,
OpenOffice.org, PDF,
Text, etc.
Can I customize descriptions?
• Add descriptive tags
• Create custom fields
• Property fields may be text, dates, rich-text, or pick lists
• All custom properties are searchable
How do I find what I need?
• Find what you need
with enhanced
previews
• Navigate quickly with
recent folders
How do I save time?
• Edit descriptions in
context
• Share easily from the
document page
• Launch workflows and
alerts in one spot
How do I find documents on the go?
• Search & find documents
on your mobile device
• View documents
anywhere
• Store documents securely
on your device
How do I manage documents on the go?
• Upload documents to your
online vault
• Notify team members
about latest updates
• Share documents from
anywhere
How do I access the latest version?
• Always have latest
versions on desktop
• Synchronized two-ways to
keep colleagues current
• Work offline, or on the go
• Complements
KnowledgeTree for Office
• Retain and track all versions
• Access previous versions
• Lock documents
• Get notified in Microsoft Office when opening an outdated version
How do I track versions?
How do I get alerted?
• Set alerts on a
single document
or class of
documents
• Trigger date can
be a fixed or
relative
Can I manage lifecycles?
• Define document
routing workflows
• Move documents
through the steps of
a workflow
• Report on which
documents are in a
workflow
Can I use scanned or faxed documents?
• Scan or fax directly
to your vault
• Integrate with
imaging software
from Kofax or
Capsys
How do I secure my documents?
• Secure data in transit via SSL
• Stay protected with SAS70 Type II
secure datacenters
• Simplify user control via LDAP, AD
& single sign-on
• Audit / report on document history
• Protect your assets with disaster
recovery and offline backup
How do I control access?
• Select document
permissions
• Create groups that reflect
your organization’s
structure
• Allocate users to groups
• Allow specific groups
access to folders and
documents
How do I share documents?
• Share documents and folders with coworkers and external parties
• Recipients receive email notifications
• Control whether sharing is read-only or read-write
How do I access from Microsoft Office?
• Access and edit documents
from within Microsoft Office
and Outlook
• Co-author documents with
coworkers
• Get notifications when new
versions are available,
merge with existing content
• Add emails or their
attachments to the vault
How is KnowledgeTree different?
• Easily and securely share documents
• Tools that support document lifecycles
• Continue using Microsoft Office tools
• Documents are available anywhere, anytime
• Download offline backups of your documents
• Integrate with Active Directory / LDAP / Single sign-on
• Cloud solution is always current -- no upgrades needed
• Many plans provide for unlimited users
New Value in KT v.2
Control Simplified Manage documents
with in context tools
Always Current Access documents
on your computer
Access Anywhere
View and manage documents on the go
Who is using KnowledgeTree? Select Customers
Secure vault Global access Organized
documents
Team
collaboration
Lifecycle
management
Document Management Made Simple