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!