w w w . p r o s i g m a . a t

Paperless Document Management,Workflow and Archiving

Audit-Proof Archiving Transparent Processes Enhanced Efficiency

Contents

profiler 2

Digital Mailman 4

Multi-Available Document 4

Transparent Processes 5

Mobile Documents 5

Industry Solutions 6

Administration 6

Service 6

Functions 7

filetresor.com 8

profiler – Paperless Document Management and more

Workflow � Easy to define

� Fully automatic process control

� Up-to-the-moment data

profiler provides tools that greatly facilitate document-based corporate processes, allowing routine tasks to be executed automatically in the background. As a result, it helps boost the efficiency in internal workflows many times over. Never again put up with losing documents, and with having to copy and assign them manually.

Form Manager � Complete forms via web browser

� Web-based approval

� Fully automatic process control

profiler comes with the PDF Form Manager, a powerful tool for the management of all internal and external standard forms. With the advent of the Form Manager, tedious manual filling in of forms has become a thing of the past. Now, all processes can be launched and executed automatically in the background (e.g.: leave requests, trip costs requests, etc.).

Integrated Scan Client with OCR � Audit-proof filing of documents

� OCR across all documents

� Full text search

profiler‘s Scan Client makes sure that you meet all legal requi-rements for the audit-proof archiving of documents. Its batch scanning and automatic duplex scanning features help you save time! Decide already during the ongoing scanning process what should subsequently be done with the respective docu-ment! Manage your documents in a fully automated way, and find all documents fast and easy thanks to full text indexing.

Document Management / Enterprise Content Management (ECM)

� profiler = DMS/ECM system

� profiler = saves costs

� profiler = boosts efficiency throughout the organization

profiler brings transparency to your organization! By using pro-filer, you have unlimited access to all the advantages of a DMS/ECM system. An Office plug-in ensures that filing of documents on your file server is also a thing of the past. Manage all your documents in one database. Say goodbye to duplicate copies of space-consuming documents.

profiler is a platform-independent document management system for audit-proof electronic archiving of both structu-red and unstructured data. No matter whether in your orga-nization documents are circulated as printed paper copies or in various different electronic file formats (e.g., Office, CAD, email, spool, etc.), profiler processes each of these formats automatically. Its wide scope of functions and impressive performance will make you and your staff wonder how you ever managed without it.

profiler meets all relevant legal requirements. Comfort, secu-rity, and flexibility are paramount priorities, and in terms of ease of use and administration this solution is up there with the best. profiler helps you optimize business processes. It supports joint work in project groups, whether within your organization or with an external partner.

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� Digitizing of all enterprise-relevant data

� Easy archiving of letters, invoices, email messages, etc.

� Enormous savings on process costs for your organization

Multi-available DocumentDigital Mailman

profiler features latest generation „document multitasking“. Authorized persons can view, co-edit, and extend your do-cuments at any time.

Easy-to-configure workflows make sure that documents are forwarded to the right staff members immediately on receipt. In addition, parallel workflows form the basis for efficient team work. Hence, a digital document, without a physical copy, may be opened for editing by several per-sons, for example, to approve it according to the four-eyes principle.

Thanks to profiler‘s browser-based desktop, you can access the documents anywhere, and anytime. Whether on the computer at your office, on your cell phone while you are out on the move, or on the tablet in your living room: be-nefit from profiler‘s plethora of advantages, anywhere and anytime, in order to process your documents to your heart‘s content.

profiler takes on the role of a digital mailman in your organi-zation. Whatever the type of document, from now on it will only be distributed in digital form throughout your organi-zation. From a simple business letter to a complete dossier (e.g., containing all documents from the purchase order to the invoice), profiler always provides the right documents to the right place, at the right time. What is more, thanks to appropriately defined templates, all this takes place in a fully automatic manner.

Consequently, also the retrieval of enterprise-relevant data is made easy. A comprehensive, yet intuitive search engine covering the entire database assists you in finding impor-tant documents, whether they are being used in a process or have already been filed in the long-term archive.

The integrated form function allows users to automate all standardized in-house processes, but also external proces-ses. Generate PDF forms, fill them in, and forward or sign them – all this can be done in profiler.

profiler is your solution of choice for both digitizing all do-cuments and for supporting efficient corporate processes. Save time, money, and nerves when editing, searching for, and archiving your data.

profiler offers you efficient document editing tools, not only at an in-house level. With profiler, it is just as easy to link partners, suppliers, and customers into every process step. Whether it is submitting documents via a certain email address or the own user for your tax adviser. In each case, profiler offers you all possibilities for shared use.

This allows third parties to communicate with you in a pa-perless manner. They can, for example, send and receive in-voices, or deposit, approve, or digitally sign delivery notes.

Thanks to its compatibility with all standard browsers, you or your business partners can also use profiler while on the move, on a cell phone or tablet PC. Whether you would like to release invoices on business trips or query the current delivery status of a purchase order – profiler makes it possi-ble, anywhere and anytime.

� Documents available anytime, anywhere – 24/7

� Automatic distribution throughout the organization

� Delivery of relevant data to the right place, at the right time

Transparent Processes

� Rule-based mapping of your business processes

� Continuous process transparency

� Traceability of all editing steps

� Suited for use with all standard browsers

� Connection of partners and third-party companies

� Mobile use on cell phones, tablets, etc.

Mobile Documents

Configurable workflows enable users to map all their exis-ting business processes in profiler. profiler already comes with various default processes (mail distribution, release, etc.), ready for use out of the box.

At your request, these processes can also be adapted to suit your needs, or entirely new processes can be added. These process steps allow you to archive every piece of informa-tion of relevance to the document in an audit-proof man-ner. A notification about pending tasks communicated via a profiler message or by email, and levels of escalation in the event of their non-performance, constitute another option within the workflows. Processed documents are archived automatically in accordance with the adjustable storage period and can be retrieved whenever necessary.

Thus, the configuration and extension options of the work-flows leave nothing to be desired.

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Industry Solutions Administration

� Available integrations to leading ERP solutions

� Straightforward web service interface for customized connections

� Facilitates your work in the ERP system

� Model View Control architecture

� Maximum security and ultimate scalability

� Protection of documents via PIN/TAN procedures

Service

Functions

Capture of documents

Scan � separate Scan Client

� batch and duplex scanning

� configurable scan presettings

� OCR

� full text indexing

� automatic recognition of index fields in the Scan Client

� support of bar codes in batch scanning

� compression ratio of up to 1:10

Upload � uploads directly in the web application

� directory monitoring

� support of FTP server

Email � upload via email

� email text and/or attachments are processed

� transfer of email attributes as index fields

� setting of index values via XML attachment

� full text indexing of attachments (e.g.: JPG, PDF, TIFF, etc.)

View and edit documents � preview in browser

� export via check-out / check-in function

� acquiring and editing of notes

� read and write aid by means of ruler function

� splitting up of multi-page documents

� logging of all actions in the history

� rotating of single pages or entire documents

� sending of documents as attachments in email or as link

� version management

� document chat

Workflow � BPMN2-compatible workflow engine

� Parallel processes

� Approval via digital stamp

� Personal or common virtual worklists

� Notification about new tasks

Document organization � Freely definable index fields

� Support of dossiers

� Document hierarchies

� Automatic archiving

Intelegent document search � Display of documents in worklists

� Fast processing for mobile users

� Search based on properties and index fields

� Search function with wildcards

� Full text search

� Cockpit for management evaluations

� Configurable views

System administration � Client capability

� Rights management based on users, groups, and roles

� Protection of confidential documents based on security classes

� Hierarchical client system with inheriting of master data

� Multi level marketing platform with pay per use billing

� Best practices workflows included in the scope of delivery

� Settings configurable in web interface

Security � Secure transmission (https)

� Configurable granular access rights

� Comprehensive logging

� Documents always remain in the database

� Encrypted storage of document structure on the server

Technology � Cutting-edge technology on Java and application server basis

� Web technology: no installation and updates on the client computer

� Browser-independent

� Central rollout by means of web technology, SOA, and Multi-Tier architecture.

� Web services for integrations

� Database servers such as MS SQL, Oracle, PostgreSQL, etc.

� Creation of users via Excel import function

� Web 2.0 functions for optimum user comfort

� Support of touch control (iPad, iPhone, etc.)

By outfitting profiler with integrations to market-leading ERP systems (SAP, MS Dy- namics NAV/AX, etc.), we have taken another step forward toward a full-fledged enterprise-wide paperless solution. In profiler, documents created in ERP systems can be archived, and incoming documents can be scanned immediately and forwarded to the ERP system with automatic keywording. Using the available processes, re-lease for posting or payment is made easy. Invoices are pro-vided with account data in profiler and will then be available immediately for further processing in the ERP system.

profiler features a comprehensive, but user-friendly web service interface. With it, all the necessary steps can be inte-grated into your system. From a simple archive connection to a complete synchronous integration: profiler offers you a vast gamut of options that you can develop yourself or that we will gladly develop for you.

The cutting-edge and sustainable design of profiler boasts a Model-View-Control architecture that separates the data-base level from the controller and the user interface. This makes functions transparent and enables the use of vari-ous different database systems. The entire configuration of technical settings all the way down to the administration of users, templates, security classes, workflows, and emails, as well as of many other parameters is carried out in the clearly structured administration menu and can be changed at any time by a properly trained user.

The basic architecture of profiler offers a high degree of protection against unauthorized access to data. For user authentication, the default procedure involves „User“, „Pass-word“, and „Client“. However, additional protection levels such as a PIN/TAN procedure can be added.

Whether installed on a standalone terminal or in a corpo-rate network, in profiler you can always use all functions and cover your entire organization. The administration remains simple and clearly structured, even as the system continues to be expanded to include an increasing num-ber of departments and locations. For extremely large user numbers, profiler can be clustered, and a staging server can be used to lighten the burden on computers and ensure smooth processing even under high access rates.

� Together, we elaborate the processes to be implemented and introduce you and your staff to your custom-tailored paperless solution

� An experienced project manager specifically assigned to you accompanies and guides you through all stages of the project

� Our thorough project controlling ensures that our common objectives are attained

� We guarantee a short-term ROI – which we will gladly calculate, together with you

� Our development department is able to implement your specific requests or your profiler integration within shortest time frames

� Your personal support agent is only one click away and provides advice and assistance

� We assist you in testing and implementing your system environment

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We would also like to invite you to take part in our webinars. They will allow you to follow the presentations of our consultant via the Internet from the comfort and convenience of your workplace, with the opportunity for interaction.Please find the dates of upcoming events posted on our website, or arrange them directly with our staff.

Add-Ons � Document cockpit for Microsoft Dynamix NAV/AX � Document cockpit for SAP ECC 6.0 � Interfaces to many common business software products available � Sharepoint Integration � Secure Data Room

profiler is a product of prosigma Software Development GmbH www.prosigma.at

Your distribution partner

filetresor.com lets you enjoy all the benefits that you have just read about in connection with profiler. filetresor.com and profiler are brothers. Try out all the benefits online right now, and you are ready to go! filetresor.com provides accurate monthly billing based on the number of users and the number of documents uploaded for audit-proof archiving. You will be billed separately for each client. This allows you to debit group subsidiaries for any incurred costs according to the actual expenditure.filetresor.com delivers to you, attuned to your specific line of business, the relevant default content and the default processes associated with it. Custom-tailored adaptations and extensions can be im-plemented at any time!

� No on-site installation � High availability and data security,

certified to ISAE 3402 � Pay per use billing The Online Portal

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