Storing Paper Documents in Open Text Livelink

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Storing Paper Documents in Open Text Livelink
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The investment has been made...

• Open Text Livelink for document management
• integrated document management system
• provides full lifecycle management for any type
  of electronic document
• deliver the right document to the right person
  at the right time

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But what about all the information on paper?

• How can your customer bring paper into their
  Livelink workflow

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Information on paper is

• Hard to find
• Hard to organise
• Hard to modify and share
• Hard to secure

Costing your company lots of money!
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Introducing the eCopy Connector for Livelink
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What is the eCopy Livelink Connector?

• One of a series of Connectors for leading
  enterprise applications
• Enables Livelink users to integrate paper
  documents into their electronic repository
• Livelink clients can connect their digital
  copiers or scanners directly to their Livelink
  workflows enabling users to access databases,
  index, and store scanned documents

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Significant end user benefits

• Direct integration to Livelink through scanner or
  copier
• Increase in operational efficiency
• Capture / track / manage paper documents with
  Livelink
• Accelerate workflow
• Leverage information locked in paper documents

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Significant end user benefits

• Profile documents completely from eCopy enabled
  device with minimal typing
• Improve workgroup collaboration
• Access electronic and paper documents from
  Livelink
• Identify draft documents for Livelink workflow
• Annotate documents for continued communication

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Demonstration

• User proceeds to their scanner or Canon digital
  copier

Touch screen at the copier or embedded in the
device
Networked digital MFP
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Demonstration

• First screen that the user will see.....

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Demonstration

• Document preview screen this is the same
  for all components of eCopy ShareScan

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Demonstration

• User will see this screen only if there are
  multiple library options

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Demonstration

• Authentication screen User will select their
  name from the dropdown or type ahead. Once they
  have selected their name they will press OK.
• This user list is pulled from Livelink based on
  the library selected from the previous screen.

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Demonstration

• User enters their Livelink password

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Demonstration
Library ............... This will contain the
database connection name. Username ..........
The user logged in. Folder ...............
This contains the folders at the selected
workspace. Document Name is the name that the
user would like to name the
document. Category ........... Select a
category to associate with this document
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Demonstration

• When the user selects the ellipsis button next to
  the folder/container combo, this is the dialog
  that they will see. This is a tree view of the
  folders in the system. This will allow the user
  to browse to the folder that they would like to
  store the document in
• Once they have the folder or container selected
  they will press OK and return to the previous
  screen

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Demonstration

• When the user presses the keyboard button next to
  document name the on screen keyboard will appear

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Demonstration

• The next series of screens are Attributes
  associated with the Category selected from the
  Send Document Dialog.
• The more attributes associated with the Category,
  the more screens will be presented to the user. A
  maximum of 7 fields per page will be displayed.
  The attribute fields will be pulled directly from
  the server. The information entered into the
  fields will be stored with the document in the
  database.

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Demonstration

• At the very end of the scan the user will be
  asked if they would like to stay connected and
  send another document from the same account.
• If Yes is selected, all settings will be
  maintained for the next session. If No is
  selected, all settings well revert to default and
  the user session will end.

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Positioning

• Open Text imaging
• At the desktop
• eCopy
• Ad hoc capture and storage primarily from MFPs
• No training necessary
• Not be confused with Kofax, a production scanning
  product

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Significant end user benefits

• Direct Integration to Livelink through scanner or
  copier
• Increase in operational efficiency
• Capture / track / manage paper documents with
  Livelink
• Accelerate workflow
• Leverage information locked in paper documents

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Significant end user benefits

• Profile documents completely from eCopy
  ScanStation with minimal typing
• Improve workgroup collaboration
• Access electronic and paper documents from
  Livelink
• Identify draft documents for Livelink Workflow
• Annotate documents for continued communication

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Livelink Connector minimum system requirements

• eCopy ShareScan 8.0
• Livelink Server Version 9.1

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eCopy Connector for Livelink

• Available now
• SRP 1,495/device
• Quantity discounts apply
• Resellers purchase from Canon
• Sold and shipped as an eCopy ShareScan add-on
  option
• Easy to install and configure
• Requires no 3rd party client

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Who is eCopy?

• Privately held software company located in
  Nashua, New Hampshire, U.S.A.
• Innovative provider of open and flexible
  solutions that rapidly integrate paper-based
  information into existing business processes and
  applications
• Founded 1992 industry pioneers in linking
  digital copiers to enterprise applications
• U.S. patent for network scanning others pending
• Strong marketing and development relationship
  with Canon since 1996

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Locations Worldwide
eCopy, Inc. (Headquarters) One Oracle
DriveNashua, NH 03062-2804 USA Tel
1.603.881.4450 Fax [phone] E-mail
info_at_ecopy.com www.ecopy.com 13 field offices
nationwide
eCopy Europe 8 The SquareStockley ParkUxbridge
UB11 FW Tel [phone]Fax [phone]
6068 E-mail europe_at_ecopy.com www.ecopy.com/uk
 eCopy Japan AIG building1-1-3
MarunouchiChiyoda-kuTokyo 100-0005 Tel 03
5288 5317Fax [phone] E-mail
japan_at_ecopy.com www.ecopy.com/japan
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The Canon/eCopy relationship

• Canons partner since 1996
• December 2002, Canon U.S.A, Inc. invested 15.8
  Million in eCopy
• Long-standing development relationship
• eCopy closely integrated to the Canon imageRUNNER
  series
• eCopy available on imageRUNNERs 210,330,400,
  2200, 2800,3300,5000,6000,7200,8500,105,
  5020,6020, and C3200
• Extensive joint marketing activities
• First commercially available product on MEAP in US

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Questions?

• Contact info
• Peter Herz
• Marketing Manager
• eCopy Inc.
• 1.603.881.4450 x295pherz_at_ecopy.com
• THANK YOU!