Cabinet Paperless Intro

Prepared forFuture Cabinet SAFE user.

Go PaperlessGo MobileGo SAFE with Cabinet

MOBILITYCabinet WEBCabinet Mobile™

Go Paperless! (888) 978-7648 or [email protected] Visit www.commflow.comtime.

Cabinet SAFE

Cabinet SAFE is a complete document management solution, allowing organizations to increase efficiency and security, mitigate compliance risks, save physical space and reduce their carbon footprint – all without fundamental changes to existing workflows and processes.

Document Management, Process Automation, Local & Web Access, Premises based or online, Industry profiles, Security

Confused about Document Management?

• Access your files ANYWHERE, ANYTIME, on ANY DEVICE!• Database and repository for your electronic files.• Secure electronic file storage.• INTEGRATE with your industry specific & proprietary applications.• Share & route files into manageable WORKFLOW.• Securely SHARE files with recipients outside your

system.• AUDIT data providing the four W’s • (Who, What, Where, When).• Capture form data in a database for usage in

monitoring and managing business affairs.• Industry COMPLIANCE.

Allow me to summarize the key points.


Industry Solutions

Document management, workflow and content sharing solutions from Cabinet help thousands of companies in nearly every industry boost productivity, increase profitability and reach their business goals.

INDUSTRY

AccountingConstructionFinancialGovernmentHealth CareInsuranceLegalManufacturing

DEPARTMENTAL

AccountingHuman ResourcesMarketingSalesOther


Solution Anatomy

INTEGRATIONAccountingCRMTime & BillingProprietary AppsScan, drag & drop, create or print to cabinet.

Easy to File, Easy to find

WORKFLOWSharing &Routing

Controlled Secured Access

Security and Audit

Rights Management

Repository

MOBILITYCabinet WEBCabinet Mobile™

email

documents & images

fax

Electronic forms


Solution Anatomy

Create, View, Read & Edit all your files in their native applications on your PC, Laptop or Tablet.


CABINET: Core Features Cycle

Search

• Structure• Keyword, Meta data• Full Text

Secure

• Rights Management• Retention• Audit

Integrate

• API• Synchronize, Retrieve• Web Services

Input

• Create• Scan, Batch Scan or import• Drag & Drop

Mobile

• Access Anywhere, Anytime!• Cabinet APP for IPAD users• Cabinet WEB for ANDROID users

Process

• Workflow• Schedule• SHARE


http://www.cabinetpaperless.com/products/cabinet-safe/cabinet-share/

Top Issues resolved

Compliance

• Satisfy Government & corporate regulations

• Litigations• Security• Disaster recovery

Space• Office & Storage

Expenses

• Misfiled or lost documents• Printer, storage & office• Courier & USPS fees

Efficiency

• Secured content access• Mobility, workflow & foot print• Support & management


HIPAA, SEC, NASD, Sarbanes-Oxley (SOX)

What sets us apart from the rest?

Cabinet Safe Interface is user friendly and allows you to view your local explorer, It is equipped with internal messaging, batch scanning, and workflow for improved

business administration.


Filing structure explained

Folders

Cabinets

Tabs Files

Repository


Free Integration tools like Cabinet BOOKS with SAFE

license, no additional modules needed to work

with your QuickBooks software.

FREE Outlook connector

Cabinet SAFE CLOUD is vital to your

Disaster Recovery plan.

Tool Box

Explorer

Tool Box

What sets us apart from the rest.


Batch Feature


WorkFlow Feature


What sets us apart from the rest.

Cabinet SHARE, allows you to securely share your documents with those

outside your company. i.e. your customers, vendors,

contractors and more.

Free planned and unplanned

demonstrations, online training, videos and

guides.

Conferences held throughout the United States to demonstrate

new features and product enhancements.


What can you do with MOBILE for IPAD?

• Find, access, edit or delete any document in your SAFE or SAFE CLOUD document management repository.• Mark folders and documents as favorites for instant access.• Instantly send documents and copied text to third-party apps.• Accept digital signatures from clients and prospects – right on your IPAD.• View document information/metadata.• And much more!

Cabinet Mobile

Cabinet Mobile™ is an IPAD App for working with documents filed in a Cabinet SAFE Cloud or Cabinet SAFE document management system. Cabinet Mobile enables SAFE Cloud or SAFE users to work on the go using their existing user login and access rights. Cabinet Mobile is very easy to use and leverages the standard iOS user interface so you go to work without special training.


Cabinet Mobile : Screen Shots

Cabinet Mobile™


Return on Investment

Labor Supplies Storage0123456

BeforeAfter

REDUCES OVERALL OPERATING COST.

Implementing Cabinet SAFE makes great business sense. Our clients routinely report a return on investment in less than 6 months.

NOTE: ROI Analyzer / calculator available, please contact us for your copy today!


Management Console

With Cabinet SAFE Management Console your electronic filing system is well maintained and customized to fit your corporate needs.

The SAFE Management console is the central application used to configure all aspects of the backend database.

From creating and defining repositories, cabinet structure, users, user rights, and document templates to configuring and defining workflow rules and tracking activity,

---SAFE Management Console is the place to be.


Optional Modules

SHARE makes it easy to share documents securely with external parties who don’t use SAFE — such as customers, vendors and business associates.

Cabinet SHARE, ADVANCED CAPTURE & WEB modules can increase the flexibility and scalability of SAFE & SAFE CLOUD.

ADVANCED CAPTURE is a powerful front-end user interface for automating high-volume, high-speed batch scanning of paper documents into SAFE.

WEB allows Cabinet clients to interact with documents in their SAFE repositories through a simple browser based portal.


http://www.cabinetpaperless.com/products/cabinet-safe/cabinet-share/

Integration Tools

With Cabinet SAFE integration tools your business critical software and applications will communicate.

BOOKS

Direct Integration with QuickBooks

API

Application programming interface (API) Framework forIntegrating 3rd party applications.

WEBSYNC

Link SAFE data to web-based applications, such as SalesForce.

RETRIEVER

Access external documents from SAFE.

SYNCHRONIZER

Integrate data with non-Cabinet Software.FREE with SAFE License


Solution Options

CABINET SAFE

Medium to large businessesLocal, LicensedInternal ITProprietary RepositoryNamed & Concurrent users

CABINET CLOUD

Individual to small businessesHosted ServiceMobile OfficesRemote AccessProprietary RepositoryNamed & Concurrent users


Cabinet SAFE Electronic Document Management Solution (EDMS) is available both as licensed software installed on your server or hosted securely on Cabinet CLOUD. Ask us how we can tailor our recommended solution for your organization.

Manage your office, your data, your workflows and much more.

Q and A

? ??Go Paperless! (888) 978-7648 or [email protected] Visit www.commflow.comtime.

14221 SW 120th Street, Suite 206Miami, Florida 33186

www.commflow.com

Thank You! We appreciate your time.


Technology

Cabinet Paperless Intro