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so·lu·tion n.

– The successful action of solving a


problem

“PaperLess”
Office Solutions
Create, Manage, Share, and Access your
Information More Efficiently
Paperless Office Benefits

How Much
will WE $ave
Your Company?
The Productivity Factor
The old adage “time is money” could "Not enough people are using
never be more accurate than when digital data in the office. … To
working with documents. About one-third of the employees in
any company are knowledge workers, make the transition to an
Gartner estimates the average and in some companies the number is empowered, virtual
knowledge worker spends 40% of as high as 80 percent. 20 percent of
their time searching for information the U.S. GNP (Gross National Product)
enterprise, a CEO needs to
found in filing cabinets, faxes, email, is up in managing knowledge workers! look first at all of the paper on
the internet, and their company desks of knowledge workers
network. The Employee Cost Factor
$26 per hour is the average and ask, 'How could digital
Knowledge Workers employee compensation cost for an systems get rid of these
Knowledge worker fields include and employer (according to 2006 Federal
are not limited to sales, accounting, Bureau of Labor Statistics). This cost
stacks of paper?'"
How can a department or company
legal, finance, investment, real estate, includes salary, taxes, & benefits. Bill Gates,
affordably "Business
facilitate faster and easier at
insurance, medical, science, document management
the Speed of Thought" for
manufacturing & distribution, and the Bottom Line Cost employees?
management of such fields. Knowledge Worker Employees
spending even 10% of their time The Answer
Knowledge workers include anyone searching for paper documents or Powerful, intuitive solutions that
who uses, accesses, or electronic information costs an automate businesses most common
produces information found in organization on average over $400 per document processes. This brochure
paper documents, emails, faxes, month equating to over $5,000 per provides an overview of these
and/or the internet. year per employee. solutions.

Amount of Time Average Average


Spent Searching Monthly Cost Annual Cost
for Information in to the to the
Documents employer for employer for
(Including Filing an $18/hr an $18/hr
Cabinets, Hard Employee Employee
Drives, Email,
Faxes, and
Internet)

5% $ 218.40 $ 2,620.80
10% $ 436.80 $ 5,241.60
15% $ 655.20 $ 7,862.40
20% $ 873.60 $ 10,483.20
25% $ 1,092.00 $ 13,104.00
30% $ 1,310.40 $ 15,724.80
35% $ 1,528.80 $ 18,345.60
40% $ 1,747.20 $ 20,966.40
TOP 10 IT PROJECTS
Project Type Percentage of
Respondents This goal includes
Who Cited It document
scanning, instant
1.Business Process Management/Improvement 35.8% retrieval, desktop
fax, paperless
signatures, &
2.Customer Relationship Management (See pp. 3-4) 20.9% efficient business
process training.
Utilizing the
Enterprise Super
3.Business Analytics/Business Intelligence 19.6% Search tool
provides instant
analysis &
4.Desktop/Laptop upgrades 18.2% retrieval to your
organization’s
information-
5.Web Services 17.1%
including scanned
documents (Text
6.Disaster Planning/Recovery 16.0% Searchable PDFs,
email, electronic
documents
7.Intrusion Detection & Prevention 15.2% ( Word, Excel,
PowerPoint, etc.),
faxes, and
8.Server Upgrades 13.5% databases(Access,
SQL, Oracle, etc).

9.Enterprise Systems Planning 13.2%

10.Financial Reporting 12.4%

Source: Baseline Top 10 Projects in 2007 Survey


Paperless Office Scanning Overview

Scan Solution
Positioning
Volume of Paper Scanned
High

FlexiCapture
FlexiCapture Pro
Batch Scan Pro
Pro Semi-
Structured
Structured
&
Documents Forms
Structured
Forms
with Optional with
BCR BCR
with
OMR ICR
BCR
OCR OMR
ICR
Optional OCR
OMR
Mid

Optional OCR
Document Capture Tools

Data Capture Tools

Office Scan Structured Forms:


Pack Applications
with OCR Enrollment Forms
Bills of Lading/Waybills
Questionnaires
Low

Desktop Scan Insurance Forms


Pack
with OCR Semi-Structured Forms:
Invoices
Purchase Orders

Structured Semi-Structured
Documents - Unstructured
Fixed Forms Flexible Forms

Recognition Definition Examples Primary Use


Type
OCR Optical Character Documents
Recognition
ACDEDFG…12345…
(Text Recognition)

BCR Bar Code Recognition Documents & Forms

ICR Intelligent Character Forms


Recognition
(Handwriting Recognition)

OMR Optical Mark Recognition Forms


Paperless Office Scanning Overview

Scan Solution
Positioning
Volume of Paper Scanned
High

Batch Scan FlexiCapture FlexiCapture


Pro Pro Pro

Documents Structured Semi-


Forms Structured
with Optional &
BCR with Structured
OMR BCR, ICR, Forms
OCR OMR
Op tio nal O CR with
Document Capture Tools BCR, ICR,
Mid

OMR
Optiona l OCR
Data Capture Solutions

Recognition Definition Examples


Office Scan Type
Pack OCR Optical Character ABCDEF….1234
with OCR Recognition
(Text Recognition)
BCR Bar Code Recognition
Low

Desktop ICR Intelligent Character


Scan Pack Recognition
with OCR (Handwriting Recognition)
OMR Optical Mark Recognition

Structured Semi-Structured
Regular Documents - Unstructured
Fixed Forms Flexible Forms

Regular Documents: Structured Forms:


Contracts Applications
Sales Agreements Order Forms
Financial Reports Time Cards
Material Safety Data Sheets Enrollment Forms
Resumes / Personnel Records Bills of Lading/Waybills Semi-Structured Forms:
Legal Documents Questionnaires Invoices
Correspondence Insurance Forms Purchase Orders
Medical Records Tests / Exams Work Orders
Scan, Store, Create, Sign,
Paperless Office Productivity Blueprint Retrieve, and Distribute
Information faster and more
efficiently!

Scan to Email
Scan to Network
Scan to Desktop
Standard & Batch Scan

Desktop
Fax
• Send & Receive
Scanned Electronic Faxes

Documents
E-Faxes arrive as
Adobe PDF Image
Email
Files and can be • Outlook Messages &
• Searchable PDF Files Attachments
(Both Searchable & easily converted to
Searchable PDFs and Convert Emailed
Image Only) attachments to virtually
• Convert to Word, stored for quick
retrieval. any file format
WordPerfect, Excel
• Scan in Filing
Cabinets

Your Server
and/or Network
Hot Folder OCR Printing
• Network OCR • B/W or Color
Easily Convert new and existing Printing
documents into Searchable PDFs • Document
or Microsoft Office documents! Accounting (Track
Prints, Copies, Faxes,
and Scans)

Create & Edit


Office Documents
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• WordPerfect
• Zip Files

Super Search Electronic Signatures


•Instant Document & Email Retrieval Digitally sign your documents
Never lose another file again! Instantly Sign documents right from your computer or
Retrieve scanned documents, Microsoft laptop without ever having to print it out and
Office documents, Email & attachments scan it back in!
instantly
Professional
IT Services
For the Small & MidSize Business (SMB Market)
Overview Building Blocks for Success

We provide IT services and solutions Just like a well tested recipe, our team of IT professionals leverage a pattern of
everyday for SMB customers like you that success.
range in annual revenues of $100k to over $2 IT Consulting & Planning
billion. From a virtual office, to a single office
or multi-location offices, we are here for you. A secure, streamlined infrastructure requires a road map
Our goal is to help you protect and maximize IT Consulting
that is developed by planning and assessment of existing
resources and knowledge. First step is for us to
your business’ most valuable resources and
assets-
& Planning understand where organization is from a business and IT
perspective and where you want to go. This includes
understanding your “wish list” and prioritizing what matters
your employees,
most to your business.
your time,
your knowledge assets (both in paper and Solutions & Implementation
electronic form),
and your bottom line. Solutions &This is where the “rubber meets the road”. The
meticulously planned day of the implementation.
We accomplish this through planned, productive, reliable, secure, cost
Implementation
effective solutions, support, and training.

Our Experience is your Gain


IT Support & Maintenance
Like our competitors we focus on your existing hardware, software,
security, and backups. However, because of our extensive A secure, streamlined infrastructure requires a road map
experience in with so many customers we utilize our experience for IT Supportthat is developed by planning and assessment of existing
resources and knowledge. First step is for us to
recommending best practices, technologies, and solutions that have
benefited others in similar or same fields.
& understand where organization is from a business and IT
Maintenanceperspective and where you want to go. This includes
understanding your “wish list” and prioritizing what matters
Our experience comes from supporting thousands of customers in
fields such as healthcare, insurance, professional services including most to you and the business.
legal and accounting, manufacturing and distribution, energy, End User Training & Support
advertising, government, and non-profit organizations including
churches and other community service organization.
End User Athatsecure, streamlined infrastructure requires a road map
is developed by planning and assessment of existing
How efficient is your Organization? Training & resources and knowledge. First step is for us to
understand where organization is from a business and IT
The Productivity Factor
Support perspective and where you want to go. This includes
understanding your “wish list” and prioritizing what matters
The old adage “time is money” could never be
most to you and the business.
more accurate than when working with
documents.
75%
Gartner estimates the average knowledge On-Site and Remote Support
worker spends 40% of their time searching
for information found in filing cabinets, faxes, We provided both on-site and remote desktop services for both PCs, Servers, and
email, the internet, and their company PDAs. This ensures maximum uptime and minimum hassle for the end user.
network.

Knowledge Workers

Knowledge worker fields include and are not limited to sales,


accounting, legal, finance, investment, real estate, insurance,
medical, science, manufacturing & distribution. Knowledge workers
use, access, and/or produce information found in paper documents,
emails, faxes, and/or the internet.

About one-third of the employees in any company are knowledge


workers, and in some companies the number is as high as 80
percent. 20 percent of the U.S. GNP (Gross National Product) is up
in managing knowledge workers!

The Employee Cost Factor


$26 per hour is the average employee compensation cost for an
employer (according to 2006 Federal Bureau of Labor Statistics).
This cost includes salary, taxes, & benefits.

Bottom Line Cost


Professional
IT Services
For the Small & MidSize Business (SMB Market)

Our Services & Solutions Include

IT Consulting & Planning IT Infrastructure Support IT Solutions End User


for SMB Training & Support

Network Assessment & PC Repair & Maintenance Paperless & Mobile Virtual Group & Individual
Documentation Office Solutions Personalized Training

Business Process Network Implementation, Web Based Contact Training & Support for
Automation Consulting Support, and Administration Management (CRM) Applications, Solutions, &
Business Process

Network Design & Security Network Cabling Desktop Fax & Hosted E- On-Site & Remote Desktop
mail (Exchange & POP3) Training & Support

Did You Know?


Disaster
Recovery
Preparedness & Scanner & Multifunction
Printer Support & Repair
VPN and Remote Access
Solutions

1 average size Hard


Drive can store
Project over
Management Data Backup & Recovery Scanning & OCR Software
125 Filing Cabinet
Drawers
= Software Design Offshore Programming & Enterprise Search &
Website Development Document Management
Software

Unified Threat Management


AntiVirus / AntiSpam

Affordable Solutions
Scan, Store, Create, Sign,
Paperless Office Productivity Blueprint Retrieve, and Distribute
Information faster and more
 Scan to Email
 Scan to Network efficiently!
 Scan to Desktop
 Office & Batch Scan

Desktop Fax
Automatic Fax
• Send & Receive Routing Capabilities
Scanned Electronic Faxes
E-Faxes arrive as PDF
Documents Image Files and can be
easily converted to
Fax to Email

• Searchable PDF Files Searchable PDFs and


(Both Searchable &
Image Only)
stored for quick retrieval.
Email
• Convert to Word, • Share and
WordPerfect, Excel Archive
• Scan in Filing Important
Cabinets Email & Attach-
ments
Convert Emailed
attachments to
Create & Edit virtually any file
format
Office Documents
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• WordPerfect Your Server
and/or Network
Attached Storage

Print to PDF
• Create, Share, and Archive Printing
more secure, “unalterable”, • B/W or Color
and portable files Printing
Save Paper & Storage- Pint • Variable Data
financials and month end • Document
reports directly to PDF Accounting (Track
Prints, Copies, Faxes,
and Scans)

Convert Image PDFs and Tiffs


directly to Text Searchable
PDFs, Word, Excel,
PowerPoint, RTF, & HTML!

Hot Folder OCR Super Search Electronic Signatures


• Document Conversion •Instant Document & Email Retrieval Digitally sign your documents
Easily Convert new and existing Never lose another file again! Instantly Sign documents right from your computer or
documents into Searchable PDFs Retrieve scanned documents, Microsoft laptop without ever having to print it out and
or Editable Microsoft Office Office documents, Email & attachments scan it back in!
documents! instantly
Scan, Store, Create, Sign,
Paperless Office Productivity Blueprint Retrieve, and Distribute
Information faster and more
Scanned Scan Solutions See pp. 8-10 efficiently!

Documents Mail (Invoices)


Remote Desktop
• Searchable PDF Files
(Both Searchable &
Faxes (Purchase Orders)
Published Materials
Control & Access
Image Only) ID Badges (via Remote PC or Phone)
• Convert to Word, Documentation
WordPerfect, Excel
• Scan in Filing
Cabinets

E-mail
Scan Solutions See pp. 8-10

• Create, Share, and Archive


more secure, “unalterable”,  Scan to Email
and portable files  Scan to Network
Save Paper & Storage- Pint  Scan to Desktop
 Office & Batch Scan

Automatic Fax
Routing Capabilities

Faxes
• Send & Receive
Electronic Faxes
E-Faxes arrive as PDF
Image Files and can be
easily converted to
Searchable PDFs and
stored for quick retrieval.

Fax to Email

Voice Mail
• Send & Receive
Electronic Faxes

Unified
E-Faxes arrive as PDF
Image Files and can be

Messaging
easily converted to
Searchable PDFs and

Internally Created
stored for quick retrieval.
Your Server,
Database, and
Office Documents NAS
• Microsoft Word
• Microsoft Excel
• Microsoft PowerPoint
• WordPerfect
Re-Purpose
Data from CRM, ERP,
Web Forms Hot Folder OCR
• Customer & prospective data • Document Conversion
Easily Convert new and existing
documents into Searchable PDFs
or Editable Microsoft Office
documents!
Convert Image PDFs and Tiffs
directly to Text Searchable
PDFs, Word, Excel,
PowerPoint, RTF, & HTML!
Scan, Store, Create, Sign,
Paperless Office Productivity Blueprint Retrieve, and Distribute
Information faster and more
 Scan to Email
 Scan to Network efficiently!
 Scan to Desktop
 Office & Batch Scan

Desktop Fax
Automatic Fax
• Send & Receive Routing Capabilities
Electronic Faxes
E-Faxes arrive as PDF
Image Files and can be Fax to Email
easily converted to
Searchable PDFs and
stored for quick retrieval.
Email
• Share and
Archive
Important
Email & Attach-
ments
Convert Emailed
attachments to
virtually any file
format

Your Server
and/or Network
Attached Storage

Print to PDF
• Create, Share, and Archive Printing
more secure, “unalterable”, • B/W or Color
and portable files Printing
Save Paper & Storage- Pint • Variable Data
financials and month end • Document
reports directly to PDF Accounting (Track
Prints, Copies, Faxes,
and Scans)

Convert Image PDFs and Tiffs


directly to Text Searchable
PDFs, Word, Excel,
PowerPoint, RTF, & HTML!

Hot Folder OCR Super Search Electronic Signatures


• Document Conversion •Instant Document & Email Retrieval Digitally sign your documents
Easily Convert new and existing Never lose another file again! Instantly Sign documents right from your computer or
documents into Searchable PDFs Retrieve scanned documents, Microsoft laptop without ever having to print it out and
or Editable Microsoft Office Office documents, Email & attachments scan it back in!
documents! instantly
Enterprise
SUPER SEARCH
Find virtually any document or email instantly
WSE

Instant Retrieval for: SUPER SEARCH starts


searching as soon as you
begin typing the first Increase Productivity
Scanned letter. Can Save Time & Money Each Week!
Documents
Text Searchable
PDFs and File
Names

Files &
Folders
PDFs, Word,
Excel, Word-
Perfect, Power-
Point, etc.

Email &
Attachments
Outlook,
Lotus Notes, &
Thunderbird

Document quick view


with automatic
Contacts highlighting of keyword
Outlook, search terms.
Lotus Notes, &
Thunderbird

Full Trial Copy


Included with
Calendar Items MFP Install!
Outlook,
Lotus Notes, &
Thunderbird
Quick Benefits

Web Document Management made easy!


Applications Quickly find the file or scanned document you want without
SharePoint,
Sugar CRM, knowing the file name or where it is located.
And more…
Instantly Sift through thousands of documents & emails.
Searches desktop, network drives, scanned documents,
Web Sites
Google, Yahoo,
emails, attachments, and more.
Xerox, CDW, A must have for Microsoft Office, Outlook, Corel Word Perfect,
TechRepublic,
And more… & Lotus Notes users!
Quickly and accurately find results as you type. Retrieve
Multimedia documents by partial word searches
MP3, MP4, AVI,
MPEG, PSD, AI, PNG, Searches file & folder names, actual document content,
BMP, And more…
plus, properties, keywords, and more.
Customizable Toolbar to
Internal Web Applications
such as Microsoft
SharePoint,
and External Web Sites

Fast Fact

“What people want


— and they want it Great for scanned and
electronic documents such
desperately— is as invoices, sales orders,
really good, really contracts, agreements,
proposals, brochures
simple search that
looks across all
their information
and finds just the
right information
when they need it.” Easy to use Task bar
option for quick
Scan – Search - Retrieve queries and instant
(How To Be A Hero: Develop An
Some Search Users
Enterprise Search Strategy by
results!
Matthew Brown, p.2)
Some Vertical Departments
Markets & Users Easy to Use Dependable
Employees will benefit immediately Unique technology ensures index integrity
Law Firms Accounting No training required even after a computer crash
Uses familiar Windows® commands
CPAs Legal Uses icons for ease of use Actionable
Find information and be productive with it
Financial HR / Payroll Integrates Seamlessly See a quick preview of the content for
Supports hundreds of file types: Word®, almost any found document
Manufacturing Sales / CSRs Excel®, PowerPoint®, RTF, PDF, Open, print, delete found files
OpenOffice, etc. Forward and reply to found emails
Insurance Admins Supports Outlook®, Thunderbird®,
Eudora®, Lotus Notes® and more Won’t slow down your computer
Energy Managers
Windows Vista®/MS Office® 2007 Patent-pending technologies ensures
compatible unobtrusive indexing process
Medical Marketing
Indexes only when computer is idle
Distribution Purchasing Low memory footprint

Not for Profit Researchers A Global Solution


Available in English, French, Spanish and
German
Affordable and Cost-Effective
Individuals save hours per week, Standardize User Configuration with
Fast Fact companies save thousands GPO
One time purchase, not a subscription Customize and/or limit indexing of local
Affordable per seat pricing model and network drives
Free updates, upgrades, and support for Specify file types to be indexed and limit
the first year to important content
Includes detailed documentation for
Out of
Fast and Accurate system administrators
Finds results as you type
Supports advanced search operators,
phrases, and options to narrow your
1 out of 2 search results
surveyed, said that Provides “did you mean?” query Copyright ©2009 Agent Support Corp. and the Agent Support
logo are trademarks or registered trademarks of Agent
correction technology
Finding the Support. All other brand and product names are trademarks
or registered trademarks of their respective owners. The
Information to Do Customizable and Adaptable contents herein are summary in nature and subject to change
Add and delete functions and icons without notice from Agent Support or from its respective
their Job was Integrate with your Intranet, and more
owners. Agent Support accepts no responsibility for
inadvertent errors or omissions. All rights reserved.
Difficult and Time-
Consuming.
Source: AIIM Market Intelligence,
Enterprise
SUPER SEARCH
Find virtually any document or email instantly
SE

Instant Retrieval for:


Increase Productivity
Scanned Can Save Time & Money Each Week!
Documents
Text Searchable
PDFs and File
Names Brand your own search
site with your company
logo.
Easy to use interface for
Files & instant document Unlimit
Folders retrieval. ed
PDFs, Word, Users!
Excel, Word-
Perfect, Power-
Point, etc.

Email &
Attachments
Exchange
Server OWA & Search different
PST file & information
shares based on
your network
permissions.
Contacts
Exchange
Global Address
Book

SQL Server
Retrieve Data all Quick Benefits
from One Source

Document Management made easy!


Quickly find the file or scanned document you want without

Websites knowing the file name or where it is located.


Intranet Sites,
Competitor &
Instantly Sift through millions of documents & emails.
Partner Websites Searches network drives, scanned documents, emails,
attachments, websites, databases, and more.
A must have for Microsoft Office, Outlook, Corel Word Perfect,
SharePoint
Provides a Single & Lotus Notes users!
Search for all
Information Searches file & folder names, actual document content,
plus, properties, keywords, and more.
Virtually Zero Learning curve and Zero Software to install on
Multimedia
MP3, MP4, AVI, Desktops
MPEG, PSD, AI, PNG,
BMP, And more…
Accessible by any OS through a web browser- Windows PCs,
MACs, and Linux
Save Time & Money…
Quickly Find the right document
Would you like to have the ability to be able sift
through thousands even millions of electronic files,
scanned documents, emails, and attachments at
lightning speeds? Enterprise Super Search can save
your knowledge workers time & your organization
money by minimizing the time required to find the right
document or information.
Step 1
Type in your
Easy as 1...2...3... query.

Retrieve
Step 3 documents in
Open your less than a
selected document. Sort documents by second.
date, file type,
Search size,
relevance, through
&
more of
tens
thousands of
electronic files
and scanned
documents in
less than a
fraction of a
second.

Easily refine
searches by
selecting
Step 2 the
Preview Your document
Document or type, the
before opening it. year,
author, or
concept.

Easily View
Document
Properties

Fast Fact
Over 125 Scanned
File Cabinet Drawers
can be stored on a
73 GB Hard Drive
=
Fast Fact
Sort documents by
date, file type,
folder, size, who
sent them and more.

Actionable
 Efficiently Find and Use information
 See a quick preview of the content for
almost any found document
 Open, print, delete found files
 Real-time document and security
“Not enough people
updates to ensure the most accurate are using digital data
result set. in the office. … To
A Global Solution make the transition to
 Single sign-on capabilities
 Indexes and searches for documents in
an empowered, virtual
English, French, German, Spanish, enterprise, a CEO
Dutch, Italian, Portuguese, Chinese needs to look first at
(traditional and simplified), Japanese,
Easy to Use and Korean all of the paper on
 Automatically removes duplicate
 Employees will benefit immediately desks of knowledge
 No training required content from the result set
 Uses familiar Windows® commands workers and ask, 'How
 Uses icons for ease of use Security could digital systems
 Quickly retrieve documents & email  Uncompromised Document Level
using Document thumbnails, doucment Security get rid of these stacks
 Recognizes existing user permissions in
previews, & summaries of document of paper?'"
content. Microsoft file servers, Exchange
Servers, SharePoint, Novell Netware,
Lotus Notes Bill Gates, “Business at the
Integrates Seamlessly
 Supports hundreds of file types:  Users are given result sets that include Speed of Thought”
Word®, Excel®, PowerPoint®, RTF, only documents they have permission
PDF, OpenOffice, etc. to see.
 Supports Outlook/Exchange Mailbox®,
and Lotus Notes® Leverage Windows 2003, 2008, &
 Windows Vista®/MS Office® 2007 SharePoint
 Maximize your Microsoft Server &
compatible
SharePoint
 Seamless Integration with Microsoft
Server & SharePoint Search
 Intuitive search navigation, Live
Indexing, and Quick View of search
results from Microsoft® Office
SharePoint Server 2007 libraries. Users
Fast Fact
 Powerful enterprise connectors expand
the flexibility of the product by allowing can now get to the right information in
businesses to index content from the record time
most commonly used enterprise
repositories including Salesforce.com, Administration
 Highly Configurable, Minimal
Microsoft Exchange, Documentum, and
Symantec Enterprise Vault Administration, and industry-leading
TCO
 Configuration and fine tuning options “What people want
Affordable and Cost-Effective
 Individuals save hours per week, include weighted ranking, schedules for — and they want it
backup mode and index compactions,
companies save thousands
extensive reports and statistics about
desperately— is
 One time purchase, not a subscription
 Affordable per document pricing model index contents, queries, connectors, really good, really
converters, and systems operations
 Typical deployment is completed in less simple search that
Fast and Accurate
 Lightning Fast Search Across than 24 hours without extensive looks across all
professional services
Repositories Located Anywhere their information
 Sub-second query results on tens of
millions of documents. and finds just the
 Supports advanced search operators, right information
phrases, and options to narrow your
search results Copyright ©2009 Agent Support Corp. and the Agent Support when they need it.”
logo are trademarks or registered trademarks of Agent
 Provides “did you mean?” query Support. All other brand and product names are trademarks
correction technology or registered trademarks of their respective owners. The (How To Be A Hero: Develop An
contents herein are summary in nature and subject to change
without notice from Agent Support or from its respective
Enterprise Search Strategy by
Customizable and Adaptable owners. Agent Support accepts no responsibility for Matthew Brown, p.2)
 Integrate with your Intranet, and more inadvertent errors or omissions. All rights reserved.
Features Enterprise Super Search WS Enterprise Super Search SE Enterprise Super Search WS
& SE Integration

Version WorkStation Edition Server Edition Both

Access via Application, Coming Soon Web Browser, Smart Phone, Combination
Smart Phone BlackBerry

Licensed by # of Workstations- Unlimited # of Documents- Combination


Documents Unlimited Users

Index Stored Local Computer or Server Server Both

Search Locations
Search Local Computer  

Search Network Shares   


/Mapped Drives

Email & Attachments   


(Outlook, Lotus Notes) (Outlook via OWA & PST,
Lotus Notes)

Search Scanned Documents   


in Email

Search Scanned Documents   


on Server

Databases with ODBC  


Connections (SQL, Oracle,
DB2)

Search SharePoint   
Integration Search Integration Indexes Actual Content

Search WebSite Content   


Search Integration Indexes Actual Content

Website Search Integration  


(Google, LinkedIn, Wikio, Search Integration
Facebook, Wikipedia)

Optional Search Locations


Sugar CRM  
Search Integration

Salesforce   
Search Integration Indexes Actual Content

EMC Documentum  
Indexes Actual Content

Open Text Live Link  


Indexes Actual Content

Wiki Engines  
Indexes Actual Content

Configuration Setup
Ideal Configuration Up to 50 to 60 Workstations when Install on Windows Server for Great for large organizations that
Network Indexing network search want to search both network and
desktops
Up to Unlimited Desktops when
Integrated with SE Version – Use
GPO (group policy object) for
customized installation
so·lu·tion n. – The successful action of solving a
problem

“PaperLess”
Go Green with…

Office Workflows
Includes:
• Scanning & Retrieval Solutions
•Fax Solutions – Coming Soon!
• OCR & Print to PDF Solutions – Coming Soon!
• E-Signature Solutions – Coming Soon!
• CRM / Contact Management Solutions – Coming Soon!
1

I want to:

1.Scan to Email p. 2

2.Scan to File (Network/Shared Folder)


a) With Basic Setup – Good p. 3
b) With Document Management Fields – Better p. 4
c) With BatchScan Pro – Best p. 5
d) With EIP & Document Management Fields – Best p. 6

3.Scan to My SugarCRM (with EIP & DM Fields) p. 7

4.Scan to My SharePoint (with EIP & DM Fields) p. 8

5.Scan to My EDMS (with EIP & DM Fields) p. 9

6.Scan to My CRM (with EIP & DM Fields) p. 10

7.Scan to My Financial Application (with EIP & DM Fields) p. 10

8.Scan to My ERP (with EIP & DM Fields) p. 10

9.Scan to My Database p. 11
Communication Document Document 2
Tool Volume Archival

Scan to Email
and Searchable PDF
Type anything in
Low-Mid the document





content or title
and retrieve it
instantly!
bob@bigcompany.com
Scan Email Retrieve

Select from Preset MS Outlook,


Email Address List or Lotus Notes,
Enter
Or Thunderbird
Ad Hoc Email Address
“Doc2009422.pdf”

A typical
Scanned PDF
File Name

See Enterprise Super Search brochure for additional details and capabilities.

Benefits Solution Requirements

 Inexpensive to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Send documents to clients or other employees add-on option for 72xx and 52xx)
without faxing. High quality documents with No
long distance charges and faster delivery.  Enterprise Super Search WS - Available in Single, 3, 5,
10, 25, or 50 Seat License Packs
 Great for mobile users
Workstation System Requirements
 Find scanned documents in email instantly by Outlook 2003, Outlook 2007, Lotus Notes, or
searching the document content , title, or email Thunderbird
address Recommended 512MB on Windows Workstation

Possible Considerations

 May fill up Outlook mailbox (or any other mail client)

 May require extra steps, if the scanned file has to be renamed & saved to a folder on the network or PC.

 Not as easy to create a Backup copy

 May not be practical for sharing documents with multiple persons because of duplicate email attachments
3 Communication Document Document
Tool Volume Archival
Scan to File with Basic
Setup
and Searchable PDF
Type anything in
Low-Mid the document

content or title
and retrieve it
instantly!

Scan Store Retrieve


Shared Folder

Select from Preset


List of Scan
Folders

“Doc01.pdf”

A typical
Scanned PDF
File Name
See Enterprise Super Search brochure for additional details and capabilities.

Benefits Solution Requirements

 Inexpensive to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Good for Archival, Retrieval, and Sharing Purposes add-on option for 72xx and 52xx)

 Faster to retrieve than going to the file cabinet.  File Repository either on PC, Server, or Network Storage
More reliable than leaving file folders on desks where Device for scanned files
they can be lost.
 Enterprise Super Search WS - Available in Single, 3, 5,
 Find scanned documents on network by searching 10, 25, or 50 Seat License Packs
the document content , title, or email address.
Workstation System Requirements
 Best for creating a Backup Copy Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations

 May require extra steps, if the scanned file has to be renamed & saved to a folder on the network or PC.
3 Communication Document Document
Tool Volume Archival
Scan to File with
Standard Setup
3 Open
and Microsoft Word & Excel
Low-Mid

1 Name & Scan

Select the Preset


Template for Word
or Excel

Shared Folder

2 AutoStore
“ABC Contract.doc”

“ABC Financials.xls”

A typical
Scanned Word
Benefits or Excel File Solution Requirements
Name
 Inexpensive to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 No Desktop OCR to install and train on add-on option for 72xx and 52xx)

 Simply Name the document, scan, and open the  File Repository either on PC, Server, or Network Storage
new document Device for scanned files

 High Quality Network OCR  Enterprise Super Search WS - Available in Single, 3, 5,


10, 25, or 50 Seat License Packs
 Find scanned documents on network by searching
the document content , title, or email address. Workstation System Requirements
Outlook 2003, Outlook 2007, Lotus Notes, or
 Best for creating a Backup Copy Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations

 May require extra steps, if the scanned file has to be renamed & saved to a folder on the network or PC.
Communication Document Document 4
Tool Volume Archival
Scan to File with
Document Management Document Management Fields provide standardization for naming scanned files. It
prompts every user for the right information every time.
Fields
and Searchable PDF Type anything in
Low-Mid the document

content or title
and retrieve it
Select from Preset Name, instantly!

List of Scan
Folders Scan Store Retrieve
Shared Folder

53145

User is prompted to enter


the desired information.
This will create the file
name.

“Verizon–Invoice #53145-Amount $54.88.pdf”


Scanned PDF Files See Enterprise Super Search brochure for additional details and capabilities.
are uniformly
named
Benefits Solution Requirements

 Inexpensive to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Good for Archival, Retrieval, and Sharing Purposes add-on option for 72xx and 52xx)

 Name documents directly on WorkCentre “virtual  File Repository either on PC, Server, or Network Storage
keyboard” Device for scanned files

 Faster to retrieve than going to the file cabinet.  Basic or Standard Office Scan Pack - Provides Document
More reliable than leaving file folders on desks where Management Field support and conversion to Searchable
they can be lost. PDF (Standard Office Scan Pack Only)

 Find scanned documents on network by searching  Enterprise Super Search WS - Available in Single, 3, 5,
the document content , title, or email address. 10, 25, or 50 Seat License Packs

 Best for creating a Backup Copy Workstation System Requirements


Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations

 May require extra step, if the scanned file has to be moved to another folder on the network or PC.
Communication Document Document 6
Tool Volume Archival

Scan to File with EIP EIP & Document Management Fields provide the best solution scanning
(Extensible Interface Platform) that technology has to offer, providing powerful scan functionality at
and Searchable PDF the user level.

Low-Mid Type anything in


the document
content or title and
A User Can Browse your Windows retrieve it instantly!
File Structure directly from the MFP
& Select the EXACT Scanning
Destination
Retrieve
Store
Shared Folder

Browse,
Name, Scan
User is prompted to See Enterprise Super Search brochure for additional details and capabilities.
enter the desired
“Cisco Systems–Invoice #53145-Amount $54.88.pdf” Scanned PDF Files
information that will
are uniformly named
create the file name.
Benefits Solution Requirements

 Cost Effective to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Great for Archival, Retrieval, and Sharing Purposes add-on option for 72xx and 52xx) with EIP Enablement

 File documents exactly where they need to go  File Repository either on PC, Server, or Network Storage
from your MFP. No more renaming files at the Device for scanned files
computer or moving them to another folder.
 Standard Plus Office Scan Pack - Provides Both EIP &
 Faster to retrieve than going to the file cabinet. Document Management Field support and conversion to
More reliable than leaving file folders on desks where Searchable PDF
they can be lost.
Recommended Min 1GB on Scanning Workstation
 Find scanned documents on network by searching
the document content , title, or email address.  Enterprise Super Search WS - Available in Single, 3, 5,
10, 25, or 50 Seat License Packs
 Best for creating a Backup Copy
Workstation System Requirements
Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations
Communication Document Document 6
Tool Volume Archival

Scan to File with EIP EIP & Document Management Fields provide the best solution scanning
(Extensible Interface Platform) that technology has to offer, providing powerful scan functionality at
and Searchable PDF the user level.

Low-Mid Type anything in


the document
content or title and
A User Can Browse your Windows retrieve it instantly!
File Structure directly from the MFP
& Select the EXACT Scanning
Destination
Retrieve
Store
Shared Folder

53145

Browse,
Name, Scan
User is prompted to See Enterprise Super Search brochure for additional details and capabilities.
enter the desired
“Cisco Systems–Invoice #53145-Amount $54.88.pdf” Scanned PDF Files
information that will
are uniformly named
create the file name.
Benefits Solution Requirements

 Cost Effective to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Great for Archival, Retrieval, and Sharing Purposes add-on option for 72xx and 52xx) with EIP Enablement

 File documents exactly where they need to go  File Repository either on PC, Server, or Network Storage
from your MFP. No more renaming files at the Device for scanned files
computer or moving them to another folder.
 Standard Plus Office Scan Pack - Provides Both EIP &
 Faster to retrieve than going to the file cabinet. Document Management Field support and conversion to
More reliable than leaving file folders on desks where Searchable PDF
they can be lost.
Recommended Min 1GB on Scanning Workstation
 Find scanned documents on network by searching
the document content , title, or email address.  Enterprise Super Search WS - Available in Single, 3, 5,
10, 25, or 50 Seat License Packs
 Best for creating a Backup Copy
Workstation System Requirements
Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations
7 Communication
Tool
Document
Volume
Document
Archival
Sugar CRM Integration
Scan to My Sugar CRM
with EIP EIP & Document Management Fields provide the best solution scanning
that technology has to offer, providing powerful scan functionality at
(Extensible Interface Platform) the user level.
and Searchable PDF
Low-Mid

A User Can Browse your Windows


File Structure directly from the MFP
& Select the EXACT Scanning
Destination
Retrieve from within Sugar
Launch scanned
documents right from
within SugarCRM
Store
Integrated
Shared Folder
with SugarCRM

Browse,
Name, Scan
“Cisco Systems–Invoice #53145-Amount $54.88.pdf”
User is prompted to
enter the desired Scanned PDF Files
information that will Benefits are uniformly named Solution Requirements
create the file name.
 Cost Effective to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Integrate Your CRM with your Clients Electronic add-on option for 72xx and 52xx) with EIP Enablement
Documents, Scanned Files, and Email.
 File Repository either on PC, Server, or Network Storage
 Users can go to One Source for everything they Device for scanned files
need- Customers, Contact Information,
Documents, & Email!  SugarCRM 5.x (Community, Professional, Enterprise)
Integrated Sugar CRM Web File Manager Module
 File documents exactly where they need to go
from your MFP. No more renaming files at the  Standard Plus Office Scan Pack - Provides Both EIP &
computer or moving them to another folder. Document Management Field support and conversion to
Searchable PDF
 Faster to retrieve than going to the file cabinet.
More reliable than leaving file folders on desks where Recommended Min 1GB on Scanning Workstation
they can be lost.
 Enterprise Super Search WS - Available in Single, 3, 5,
 Find scanned documents on network by searching 10, 25, or 50 Seat License Packs
the document content , title, or email address.
Workstation System Requirements
 Easily share and access documents in the office or Outlook 2003, Outlook 2007, Lotus Notes, or
remotely Thunderbird
Recommended 512MB on Windows Workstation
 Best for creating a Backup Copy

Possible Considerations
Communication
Tool
Document
Volume
Document
Archival
MS SharePoint 8

Scan to My SharePoint
with EIP EIP & Document Management Fields provide the best solution scanning
that technology has to offer, providing powerful scan functionality at
(Extensible Interface Platform) the user level.
and Searchable PDF
Low-Mid Type anything in

the document
content or title and
A User Can Browse your Microsoft retrieve it instantly!
SharePoint Library folder structure directly
from the MFP & Select the EXACT
Scanning Destination Retrieve
Store
SharePoint

Browse,
Name, Scan
“Cisco Systems–Invoice #53145-Amount $54.88.pdf”
User is prompted to
enter the desired
Scanned PDF Files
information that will See Enterprise Super Search brochure for additional details and capabilities.
are uniformly named
create the file name.
Benefits Solution Requirements

 Cost Effective to implement & Easy to Use  A Xerox MFP with Searchable PDF
56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
 Browse & Scan Directly to Microsoft SharePoint add-on option for 72xx and 52xx) with EIP Enablement
folders!
 SharePoint 2007
 Great for Archival, Retrieval, and Sharing Purposes
 Standard Plus Office Scan Pack - Provides Both EIP &
 File documents exactly where they need to go Document Management Field support and conversion to
from your MFP. No more renaming files at the Searchable PDF
computer or moving them to another folder.
Recommended Min 1GB on Scanning Workstation
 Faster to retrieve than going to the file cabinet.
More reliable than leaving file folders on desks where  Enterprise Super Search WS - Available in Single, 3, 5,
they can be lost. 10, 25, or 50 Seat License Packs

 Find scanned documents in SharePoint by Workstation System Requirements


searching the document content , or title. Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations
5 Communication Document Document
Tool Volume Archival
Scan to File with
BatchScan Pro
and Searchable PDF
Mid-High

Retrieve
Scan Scan using
MFPs or
Type anything
in the
Scanners document
content or title 53145
and retrieve it
instantly!

Index documents at
your workstation

Index / Name Store


Shared Folder
User is prompted for
the exact information
to enter

Scanned PDF Files are


automatically & uniformly named “Cisco Systems–Invoice #53145-Amount $1,296.75.pd
from Index Information.

Benefits Solution Requirements

 Easy to Use, Great for large volumes of documents, and  A Xerox MFP with Searchable PDF
for both dedicated scanners & MFPs 56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
add-on option for 72xx and 52xx)
 Great for Archival, Retrieval, and Sharing Purposes
 File Repository either on PC, Server, or Network Storage
 Faster to retrieve than going to the file cabinet. Device for scanned files
More reliable than leaving file folders on desks where
they can be lost.  BatchScan Pro Pack - Provides Fast, Accurate Indexing
and Automated Filing of Documents
 Find scanned documents on network by searching
the document content , title, or email address. Recommended Min 1GB on Scanning Workstation

 Best for creating a Backup Copy  Enterprise Super Search WS - Available in Single, 3, 5,
10, 25, or 50 Seat License Packs

Workstation System Requirements


Outlook 2003, Outlook 2007, Lotus Notes, or
Thunderbird
Recommended 512MB on Windows Workstation

Possible Considerations
9 Communication Document Document
Tool Volume Archival
Scan to My EDMS with
EIP EIP & Document Management Fields provide the best solution scanning
that technology has to offer, providing powerful scan functionality at
(Extensible Interface Platform) the user level.
and Searchable PDF
Low-Mid

EDMS (Electronic Document Management System) Integration

Open Text Livelink


Scan documents directly into any folder, project and private workspace within Open Text Livelink. The destination of the scanned
document in Livelink can be entered or selected on the display of the MFP.

Open Text eDOCS


Scan documents directly into any folder, and private workspace within Open Text eDOCS. The destination of the scanned document
in eDOCScan be entered or selected on the display of the MFP.

ELO Digital Office


Scan documents directly into any location within the ELO Digital Office repository. The destination of the scanned document in ELO
Digital Office can be entered or selected on the display of the MFP.

Worldox
Scan documents directly into every location within Worldox. The destination of the scanned document in Worldox can be selected or
entered on the display of the MFP.

Interwoven Worksite
Scan documents directly into any folder within Interwoven Worksite. The destination of the scanned document in Interwoven can be
selected or entered on the display of the MFP.

Open Text Captaris Alchemy


Scan documents directly into any destination within Captaris Alchemy. The destination of the scanned document in Captaris Alchemy
can be selected or entered on the display of the MFP.

Windream
Scan documents directly into any available location and index data within Windream. The destination of the scanned document in
Windream can be selected or entered on the display of the MFP.

INVU
Scan documents directly into any folder within INVU. The destination of the scanned document in INVU can be selected or entered on
the display of the MFP.

Docuware DMS
Scan documents directly into any folder within DocuWare DMS. The destination of the scanned document in Docuware DMS can be
selected or entered on the display of the MFP.

ADOS
Scan documents directly into any folder within Ados. The destination of the scanned document in Ados can be selected or entered on
the display of the MFP.

ProArc
Scan documents directly into any folder within ProArc. The destination of the scanned document in ProArc can be selected or entered
on the display of the MFP.

SmartSearch
Scan documents directly into any folder within SmartSearch. The destination of the scanned document in SmartSearch can be
selected or entered on the display of the MFP.

This Solution Requires

Xerox MFP with Searchable PDF (required if searching A Xerox MFP with Searchable PDF
document content is important) & EIP Support 56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
add-on option for 72xx and 52xx) with EIP Enablement

Standard Plus Office Scan Pack + Plus Content Manager Provides Both EIP & Document Management Field support
Connector and conversion to Searchable PDF
Customer Requirements Content Management System
(Integration functionality may depend upon which version
the customer is running)
Communication Document Document 10
Tool Volume Archival
Scan to My CRM, FA, ERP
with EIP EIP & Document Management Fields provide the best solution scanning
that technology has to offer, providing powerful scan functionality at
(Extensible Interface Platform) the user level.
and Searchable PDF
Low-Mid

CRM (Customer Relationship Management) Integration

SugarCRM
Scan documents directly into account folders for SugarCRM. The destination of the scanned document in SugarCRM can be
entered or selected on the display of the MFP.

Microsoft Dynamics CRM


Scan documents directly into all accounts, relations, etc. within Microsoft Dynamics CRM. The destination of the scanned document
in Microsoft Dynamics CRM can be entered or selected on the display of the MFP.

SuperOffice
Scan documents directly into all companies, contacts or projects within SuperOffice. The destination of the scanned document in
SuperOffice can be entered or selected on the display of the MFP.

Financial Application Integration

Scan to Accountview
Scan documents directly into all debtors, creditors, emplyees, articles, projects, etc. within Accountview. The destination of the
scanned document in Accountview can be entered or selected on the display of the MFP.

Scan to Microsoft Dynamics NAV


Scan documents directly into all relations and accounts within Microsoft Dynamics NAV. The destination of the scanned document in
Dynamics NAV can be entered or selected on the display of the MFP.

Scan to Unit 4 Agresso Multivers and Business Suite


Scan documents directly into folder within Unit 4 Multivers & Business Suite. The destination of the scanned document in Unit 4 can
be entered or selected on the display of the MFP.

Scan to Exact Globe 2003


Scan documents directly into folder within Exact Globe. The destination of the scanned document in Exact Globe can be entered or
selected on the display of the MFP.

ERP Integration

SAP
Scan documents directly into SAP. The destination of the scanned document in SAP can be entered or selected on the display of the
MFP.

Exact e-Synery and e-Synergy Enterprise


Scan documents directly into every account within Exact e-Synergy Enterprise and e-Snergy. The destination of the scanned
document in Exact can be selected or entered on the display of the MFP.

Prolaw
Scan documents directly into any legal case in Prolaw software version 9 or 11. The correct legal case in Prolaw can be selected
directly on the display of the MFP.

AFAS Profit 2005 and 2008


Scan documents directly into any repository within AFAS Profit. The destination of the scanned document in AFAS Profit can be
selected or entered on the display of the MFP.

This Solution Requires

Xerox MFP with Searchable PDF (required if searching A Xerox MFP with Searchable PDF
document content is important) & EIP Support 56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
add-on option for 72xx and 52xx) with EIP Enablement

Standard Plus Office Scan Pack + Plus Content Manager Provides Both EIP & Document Management Field support
Connector and conversion to Searchable PDF
Customer Requirements CRM, Financial Application, ERP
(Integration functionality may depend upon which version
the customer is running)
11 Communication Document Document
Tool Volume Archival
Scan to My Database with
EIP EIP & Document Management Fields provide the best solution scanning
that technology has to offer, providing powerful scan functionality at
(Extensible Interface Platform) the user level.
and Searchable PDF
Low-Mid

Database Integration

Oracle
The Oracle connector can store scanned documents in every table available in an Oracle database. It's possible to scan documents
directly into any record within the Oracle database.

Microsoft SQL Server


The SQL connector can store scanned documents in every table available in a SQL database. It's possible to scan documents
directly into any record that can hold a Binary file or link within the SQL database.

FireBase
With the ODBC connector it's possible to store captured documents in the ODBC supported database FireBase. Documents can be
stored behind any record that can hold a Binary file or a link.

Microsoft Access
With the ODBC connector it's possible to store captured documents in the ODBC supported database Microsoft Access. Documents
can be stored behind any record that can hold a Binary file or a link.

Microsoft Visual Fox Pro


With the ODBC connector it's possible to store captured documents in the ODBC supported database Microsoft Visual Fox Pro.
Documents can be stored behind any record that can hold a Binary file or a link.

MySQL
With the ODBC connector it's possible to store captured documents in the ODBC supported database MySQL. Documents can be
stored behind any record that can hold a Binary file or a link.

PostgreSQL
With the ODBC connector it's possible to store captured documents in the ODBC supported database PostgreSQL. Documents can
be stored behind any record that can hold a Binary file or a link.

Sybase ASE
With the ODBC connector it's possible to store captured documents in the ODBC supported database Sybase ASE. Documents can
be stored behind any record that can hold a Binary file or a link.

This Solution Requires

Xerox MFP with Searchable PDF (required if searching A Xerox MFP with Searchable PDF
document content is important) & EIP Support 56xx, 73xx, 74xx, 76xx, 72xx, 52xx (requires PostScript
add-on option for 72xx and 52xx) with EIP Enablement

Standard Plus Office Scan Pack + Plus Content Manager Provides Both EIP & Document Management Field support
Connector and conversion to Searchable PDF
Customer Requirements Database
(Integration functionality may depend upon which version
of Database and ODBC Connector the customer is
running)
Identify your Workflow Process Need

Scan to Email
bob@bigcompany.com

Communication Document Document


Tool Volume Archival
Scan to SugarCRM with
EIP
(Extensible Interface
Platform)
and Searchable PDF
Mid-High





Paperless Office Components – Standard Scan Pack
Intuitive Network Scanning Interface No other copier
offers a more powerful standard
to uniformly name your business
critical documents.
with Document Management Fields Available on most

1
Network Scan Enabled
When network models
scanning,
Document
Management

2
Fields prompt
users for the
exact information
to enter so that
every scanned
document is
3 uniformly named.

Search, share, &


retrieve
documents more
efficiently with Meaningful
standardized Document
naming of your Titles!!
office documents
Verizon–Invoice #53145-Amount $54.88.pdf OR Doc0001.pdf

Find documents easier


Scan Directly to & faster with Searchable PDFs

Most other copiers & scanners


Image or Searchable PDFs can only scan to
Image PDF or Tiff

Compare Searchabl Image


Features e PDF PDF or
Tiff
Best for printed
Image PDF

documents (such as
invoices, contracts, etc..)

Best for hand filled 


forms (such as time sheets
& applications)

Superior for archiving 


& retrieving

Search for document 


by content

Search for document  


by file name

Identical to original   Searchable PDF


image
-Viewable, Printable, Non-
Editable

Search within the 


document

Copy & Paste important 


information into other
documents
Paperless Office Components – Standard Scan Pack

Scan, Scan

OCR, contracts,
legal docs,
and more.

Edit
Turn paper
into fully
editable
documents.

Preserves
section
headings,
document
columns &
layouts.

Competitive Advantages:
•Scan directly to Microsoft Word or Excel from the copier- One Step Process
•Full Strength Network OCR, not an included diluted “Light Version” such as most competitors offer
(See Example Comparisons)
•Unlike our competitors there is NO Desktop OCR Software to install or know how to use
•ZERO Learning Curve
Paperless Office Components – Standard Scan Pack
Original Paper Standard Scan Pack
Document OCR
How much
cleanup &
retyping do you
want to do?
With the Xerox
WorkCentre Pro
and Standard
Scan Pack users
can scan
directly to
Microsoft Word
in one easy
step. With
other competing
solutions,
scanning to
Word is a multi-
step process

OCR Comparison
with less than
desirable
results.

Other Competing OCR Other Competing OCR


Paperless Office Components – Productivity Tools

Print to PDF from

Print any Windows Just select


Application that it as your
supports printing printer

To
PDF
Competitive Advantages:
•Share documents more efficiently and securely
•Cross Platform Compatibility for viewing
documents- Windows, Mac, Unix, Linux, Palm,
BlackBerry, Pocket PC
•Create PDF files from any Windows application
that supports printing
•Combine (merge) multiple documents into a Simply “Drag &
single PDF file Drop” to a “Hot
•Font embedding, resolution, image compression, Folder” to
and Fast Web View supported
convert faxes,
•Microsoft Word & PowerPoint macros for
Enhanced PDF - Converts Document Headings and scans, email
Slide Titles into PDF bookmarks. Converts word attachments,
hyperlinks into PDF links and photos to
•Converts word form fields into PDF form fields Text-Searchable
•Easy to Use
PDF, Word, or

Hot
Excel!

Folder
OCR
Competitive Advantages:
•Automatically convert virtually any new or legacy images to Text Searchable PDF
•A “Must Have” for organizations that have Tiffs and Image PDFs- Turns space consuming,
unsearchable images into a knowledge base of text searchable information on the network
•Converts email attachments, faxes, Tiffs, image PDFs, JPGs to Text Searchable PDFs, Microsoft Word,
Excel, RTF, or HTML
•Convert one image at a time or entire batches
•No Need to Install on Every Desktop. Installs on a Windows Server or Single Workstation with Shared
Folders
•Simply Drag & Drop to a Hot Folder- ZERO Learning Curve
Note: This
Paperless Office Components – Scan Overview comparison
represents most

Scan Pack Comparison copiers that are


NETWORK SCAN
WorkCentre WorkCentre with WorkCentre with WorkCentre with WorkCentre
Solution
(Standalone) Basic Office Standard Office Standard PlusENABLED..
with Professional
Features
Scan Pack Scan Pack Office Scan Pack Office Scan
Pack

Snap Shot General Office General Office General Office General Office General Office Use
Use Scanning Use Scanning Use Scanning Use Scanning Scanning
Enhanced Enhanced Enhanced Enhanced Routing
Routing & File Routing & File Routing & File & File Naming
Naming Naming Naming Integrated OCR
Document Integrated OCR Integrated OCR Archive
Retrieval Archive Archive Document Retrieval
Document Document Print to PDF
Retrieval Retrieval Hot Folder OCR
Print to PDF

Scan Routing Routing Locations


Scan to Network (Network /     
Desktop)
# of File Destinations Up to 5 No Limit No Limit No Limit No Limit
Supported
Supports Sub- Select Models    
Directories
Scan to Email     

One Touch Distribution    


(Scan to multiple locations)

Scan Features Document Formats


Direct Scan to PDF Image or     
Tiff
Direct Scan to Text- Only On Select Only On Select   
Searchable PDF Models Models
Superior Speed for   
creating Searchable
PDF

Direct Scan to Word   


Retains Columns and   
Document Layout

Converts Images to   
Editable Text

Direct Scan to Excel   

Superior for Document   


Archival & Retrieval
Advanced Scan Features
Basic Document File Naming     

Enhanced & Automated    


Document File Naming
Document Management    
Field Support
Network Super Instant Document Retrieval
Search Engine
Instant Retrieval of Scanned    
Documents (Searchable
PDFs)
Instant Retrieval of    
Microsoft Office Documents
(Word, Excel, PowerPoint)

Instant Retrieval of Outlook    


Email, Attachments, and
Contacts
Instant Search of both    
desktop and network
Note: This
Paperless Office Components – Scan Overview comparison
represents most

Scan Pack Comparison (cont)


copiers that are
NETWORK SCAN
WorkCentre WorkCentre with WorkCentre with WorkCentre with WorkCentre
Solution ENABLED..
(Standalone) Basic Office Standard Office Advanced Office with Professional
Features
Scan Pack Scan Pack Scan Pack Office Scan
Pack

Print to PDF Create Your Own PDF Files


Create PDF Files from ANY  
Windows application that
supports printing
Combine multiple  
documents into one single
PDF
Font embedding,  
resolution and image
compression support

Fast Web View for  


posting files on the
web

Drag and Drop conversion of  


PostScript and EPS files into
PDF
Microsoft Word and  
Microsoft PowerPoint Macro
for enhanced PDF creation

Hot Folder Convert Legacy & New Documents


OCR
AUTOMATICALLY Convert 
any electronic image (PDF,
Tiff, JPG) from any source-
scan, fax, or email
attachment to:

Text Searchable PDF 

Microsoft Word 

Microsoft Excel 

Microsoft 
PowerPoint
Rich Text Format 

HTML 

Make existing scans 


completely searchable on
your network- creates a

•Easy to Use
knowledge base of
information

•Feature Rich
•Instant Document Retrieval
•Increased Productivity
•Reduced Employee Time
Paperless Office Components – Batch Scan

Scan,
Index,
File
At your WorkCentre
Pro, SCAN hundreds, From your
even thousands of workstation,
documents at one easily INDEX
time. scanned
documents
for
AUTOMATED
FILING to
Barcode your
Recognition network.
Support for
automatic index
field fill-in

Quickly Create &


Add Customizable
index fields
according to your
line of business.

Competitive Advantages:
• Quickly & Easily, SCAN hundreds, even thousands of
documents in at onetime right from your WorkCentre Pro
• File electronic documents away faster and more reliably than
using paper
• No PAGE limits on processing or scanning!
• Scan, Index, and File batches of documents in from just one
workstation
• Barcode Recognition support, Pull Down Menus, and Index
Autofills automate the index process 
• Documents are automatically named & filed away in folders
on the network
• Folders are automatically created and named from the index
information.  If folders already exist on network then
documents are filed away in them.
• Documents are filed away either as Image PDF or Tiff format
• Optional Network OCR to generate Searchable PDFs. 
Searchable PDFs provide instant retrieval of documents
based on content and/or title
Paperless Office Components – Batch Scan
ZONE OCR Support for
automatic index field
completion

Key Index Field Support

Database Lookup
Why retype index Using Key Index Field Value
information that
Your Accounting /
already exists in Client Data
your database- -
MSDE
such as invoices SQL
& customer QuickBooks (coming soon)

orders?
Auto-Fill
of Document
Index Fields

Documents are
Automatically named and filed away to
the network.

Document Optional:
index Document Data Release

information
is used to Capture the
automatically stored
file and name document
each paths and
document to index
the network information to
for accurate a database for
archival and integration
quick with your own
retrieval. applications
and custom
programs
Paperless Office Components – Scan Overview
Batch Scan Pack Comparison
Paperless Office Components – Scan Overview
Batch Scan Pack Comparison
Batch Scan Batch Scan Pro Batch Scan Pro Batch Scan
(cont)
Batch Scan Pro Batch Scan Pro
Solution
Pro + + Pro + +
Features
Barcode Barcode + OCR OCR
Recognition Recognition OCR & &
& Barcode Barcode
Recognition Recognition
Barcode
&
Printing
Barcode
Printing

Barcode Recognition
Barcode recognition    

Template/dictionary    
matching Barcode
search algorithms
Document Coversheet
Barcode Printing 50 User 50 User
Application License License
Separator Pages-  
Separate Multiple
Documents by using
generic barcode sheets

Barcodes Sheet  
Creation- Easy to use
create barcodes from data
in text files or a database

Users Can Create their  


own Barcode Sheets
OCR/OMR Recognition
Zone & full-page OCR   

Template/dictionary   
matching OCR search
algorithms
Optical Mark   
Recognition (OMR)
File & Routing Options
Route Documents to      
Network
Auto-Creation of      
Folders- Using the Index
Data, Documents are
automatically and
completely filed away
without intervention

Auto-Document      
Naming- Using the Index
Data, Documents are
automatically and
completely named without
intervention

Output images to TIFF      


or PDF
Retrieve Documents by   
Content and Title
Route Documents to  
FTP, WebDAV & E-Mail
Auto-Uploader
Output Options
Electronic imprinting &      
Bates Stamping
Media Wizard- create      
Paperless Office Components – Scan Overview
Batch Scan Pack Comparison
Batch Scan Batch Scan Pro Batch Scan Pro Batch Scan
(cont)
Batch Scan Pro Batch Scan Pro
Solution
Pro + + Pro + +
Features
Barcode Barcode + OCR OCR
Recognition Recognition OCR & &
& Barcode Barcode
Recognition Recognition
Barcode
&
Printing
Barcode
Printing

Instant Document Retrieval-


Desktop Super Search

Instant Retrieval of      
Scanned Documents
(Searchable PDFs)
Instant Retrieval of      
Microsoft Office
Documents (Word,
Excel, PowerPoint)

Instant Retrieval of      
Outlook Email,
Attachments, and
Contacts

Instant Search of both      


desktop and network
Retrieve Documents by      
Content and Title
Options
Document Coversheet   Included   Included
(50 User License)- Users
Can Create their own
Barcode Sheets

ISIS Support- Add high-      Included


speed ISIS scanning
capability
Advanced Barcode      
Recognition - Unlimited
recognition rates & 2D
support

QC Viewer - Standalone      Included


version. Includes
eiStream Imaging for
Windows.

QuickBooks Scanning      
Module
DocumentSend - FTP,   Included   Included
WebDAV & E-Mail Auto-
Uploader
Paperless Office Components – Desktop Scanning Solutions

Desktop Scanning
Ideal for
Scanning
Small
Documents Our Desktop Scanners are Bundled
such as
Checks –
Straight
Solutions with Professional Scan Packages for
Automatic Image Clean up, Document
Indexing, Filing, Desktop Super Search
Paper Path Retrieval, Installation, and Training.
&
DocuMate 252, 262, 272
Gravitation 752 632 272 262 252 Network Scan Network Scan
Producti Producti Producti Producti Producti Station I Station II
al Feed Productivity Productivity
vity vity vity vity vity
Bundle Bundle Bundle Bundle Bundle Bundle Bundle

Black &
White Scan
Speed @
200dpi

Simplex 60 40 33 33 25 25 25
(PPM)
DocuMate 632
Duplex (IPM) 120 80 66 66 50 50 50

Color Scan
Speed @
150dpi

Simplex (PPM) 50 40 33 33 25 25 25

Duplex (IPM) 100 60 42 42 40 40 50

Optical 600 dpi 600 dpi 600 dpi 600 dpi 600dpi 600 dpi 600 dpi
Resolution
DocuMate 752 ADF Capacity 120 100 50 50 50 50 50

ADF 11x17 8.5x14 8.5x14 8.5x14 8.5x14 8.5x34 8.5x14


Maximum
Document
Size

ADF Minimum 4x4.5 4.6x5.6 3.5x2 3.5x2 3.5x2 3x5 2.1x2.9


Document
Size

Interface USB 2.0 USB 2.0 USB 2.0 USB 2.0 USB 2.0 Touch Screen Touch Screen
Scan Station I 10/100 base-T Built-in 101
Keyboard
10/100 base-T

Daily Duty 8500 6500 1000 1000 1000 1000 1000


Cycle Pages/ Pages / Pages / Pages / Pages / Pages/ Pages/
Day Day Day Day Day Day Day

Output Export to Network Scan to Scan to


Methods Batch Scan Pro Automatically will create Network Network
Folders and Sub-Directories Scan to Print Scan to Email
Scan to E-mail Scan to
Scan Station II Scan to USB Network Fax

Scan Bundle Kofax VRS Professional (Single License) Hot Folder OCR
Includes Batch Scan Pro (Single License) Enterprise Desktop Super
Paperless Office Components – Professional Services

Professional
Services

Competitive Advantages:
• Quickly & Easily, SCAN hundreds, even thousands of documents in at one
time right from your WorkCentre Pro
• File electronic documents away faster and more reliably than using paper
• Scan, Index, and File batches of documents in from just one workstation
• Barcode Recognition support, Pull Down Menus, and Index Autofills
automate the index process 
• Documents are automatically named & filed away in folders on the network
• Folders are automatically created and named from the index information.  If
folders already exist on network then documents are filed away in them.
• Documents are filed away either as Image PDF or Tiff format
• Optional Network OCR to generate Searchable PDFs.  Searchable PDFs
provide instant retrieval of documents based on content and/or title
Paperless Office Components – Professional Services

Professional
Services

Competitive Advantages:
• Quickly & Easily, SCAN hundreds, even thousands of documents in at one
time right from your WorkCentre Pro
• File electronic documents away faster and more reliably than using paper
• Scan, Index, and File batches of documents in from just one workstation
• Barcode Recognition support, Pull Down Menus, and Index Autofills
automate the index process 
• Documents are automatically named & filed away in folders on the network
• Folders are automatically created and named from the index information.  If
folders already exist on network then documents are filed away in them.
• Documents are filed away either as Image PDF or Tiff format
• Optional Network OCR to generate Searchable PDFs.  Searchable PDFs
provide instant retrieval of documents based on content and/or title
Paperless Office Components – Enterprise Super Search

Find,
Documents,
Anywhere
Paperless Office Components – Digital Signature

Digital •Cost Savings


•Time Savings
•Process Improvement

Signatures
•Increased Security

For the paperless office

Microsoft
Word, Excel,
Outlook, and
Adobe PDF
Integration
Sign and
Save! Never
print another
document
again to sign.

Competitive Advantages:
•Electronically Sign your documents right at your laptop or workstation
•Integrates with Microsoft Word, Microsoft Excel, Microsoft Outlook, and Adobe Acrobat
•Increases productivity by eliminating the need to print out and scan back in your signed document
•Easy to Use, ergonomically designed signature pad and stylus pen plug directly in USB port
Paperless Office Components – Digital Signature
Companies are saving millions
with secure, legal electronic signatures
Electronic signatures are legal and binding as direct substitutions for
handwritten signatures (using pen and paper). In the U.S., the
European Union, and most of Asia various pieces of legislation have
been enacted that relate directly to electronic signatures and their
usage. These legislative benchmarks provide peace of mind for you
and your customers, as they represent the framework for your
business to legally improve workflow processes.
Easy as 1,2,3……
2

Authenticate- this
keeps
unauthorized
users from

1 Place the cursor on the


signature area and double-
accessing or
signing your 3 Sign your name on ePad.
Your signature will appear in
click signature the document!

IntegriSign Standard and Pro Comparison


Compare IntegriSig IntegriSi
Features n gnPro
An IntegriSign Desktop plug-in allows you
Standard to create a document and sign it
Plug-ins for Adobe   electronically with your handwritten
Acrobat signature using ePad device. The plug-in
facilitates:
Plug-ins for Microsoft  
Word, Excel, and
Outlook • Signature Capture - The signature
trace is captured and stored on the
Support for Lotus   electronic document in a signature object.
Notes and Microsoft
InfoPath • Content Hashing - The signature
Signature Capture, object is bound to the contents of the
  document such that any alteration of the
Hashing, and Data
Binding document after signing it would render
the signature invalid. Since the signature
Document Verification  object has been encrypted and bound to
the document, it is not possible to
Fingerprint &  cut/copy and paste this signature onto a
Signature Biometric different document.
Verification

Signature Stamping- • Document Verification – The


 document can be verified to ensure its
sign by stamping your
saved signature on your integrity (i.e., confirming that it has not
document been tampered) after the act of signing.
Paperless Office Components – Desktop Fax

Send & Receive


Faxes FaxPress
Directly From
Your Desktop
TM

Receive Faxes at your Desktop

Convert PDF faxes to


Incoming faxes any other file format
arrive as PDF (Word, Excel,
Image Files Searchable PDF)
using optional Hot Folder OCR

Easily View,
Print, Save, and
Route received
faxes.
All faxes are
archived
automatically.

Competitive Advantages:
•Send & Receive faxes and check status all from your desk
•Incoming faxes are PDFs or Tiffs for easy sharing and archival
•Send faxes directly from virtually any Windows application
•Preview faxes before sending
•Outlook Address Book Integration
•Customized, professional cover pages with your contact info automatically populated
•Automate incoming fax routing capabilities with PBXs and DIDs
Paperless Office Components – Desktop Fax
Fax from Desktop using a Feature Rich Desktop Client

Group send to multiple


recipients- each recipient
3
receives their own unique
cover page
Save & Reuse frequent
4
Address fax messages
Book
Integratio
n with Preview your fax
Outlook cover page and all
Goldmine, attachments
Act, or any before sending
ODBC
supported
1 Outlook
Address Book
2
Integration Preview Faxes
database before sending

Built-in
Address Book

Additional Desktop Sending Features


Confirmation pages
with the reduced first
Attach document(s) to page print directly at
fax from your own your WorkCentre Pro
6 computer and/or
network
8
7

5
Client Charge Back
for outgoing faxes
Quick access to using the
frequently faxed integrated “Bill
documents in your Back” tracking of
favorites list outgoing faxes
Paperless Office Components – Desktop Fax
Fax from Desktop using a Feature Rich Desktop Client  Send faxes directly from
your desktop from a variety
of options:
 Fax Main Utility
 MS Office Support -
Microsoft Word,
Excel, PowerPoint
 Email (Requires 2
Line Server or
Greater)
 Windows Explorer

 Integrates with Outlook and


ODBC address books

Fax Directly from virtually Any Windows Application  Receive faxes as Tiff or PDF
Files At your Desktop or
Email

 Send faxes directly from


your scan enabled Xerox
copier

 Integrates with Outlook,


Microsoft Exchange, Lotus
Notes, Goldmine, and more

 Fax any Printable document

 Personalized Fax Cover


Pages

Fax from Outlook (included in Advanced Setup)


 Cover Page Editor with over
40 cover Page Templates

 Route incoming faxes to a


specified operator or
directly to your desktop

 Cost Effective & extremely


scalable

 Support for a Single Fax


Line up to 72 Lines

Fax from WorkCentre

May require WorkCentre


Network Fax Integration
Using electronic
Paperless Office Components – Fax Overview fax is up to 7 times
more productive

Features
Fax Feature Comparison Copier Send2Fax
for users than walk
up fax. (Report by
FaxPress
(Embedded Fax) (Fax Service) Davidson
(Fax Server)
Consulting)
Receiving Faxes Incoming Faxes to Desktop

Faxes received electronically  

Automatic Routing of Faxes to  


Users DTMF required for
automatic routing

Received Fax File Format PDF or Tiff PDF or Tiff

Best for Archiving, Distributing,  


or Storing Faxes

Great for High Volume Incoming 


Faxes- No Busy Signals

Sending Faxes Sending Faxes

Walkup Fax   
Basic Interface Only Basic and Standard
Interface Available

Fax from Desktop   


On Most Models

Address Book

Copier Address Book 

Outlook Address Book 


Integration

Goldmine & ACT Address 


Integration

ODBC Database (SQL, Access) 

Confirmation Reports

Monitor outgoing faxes from  


your Desktop

Confirmation Reports   

Reduced Page Confirmation  


Reports

Hardcopy Confirmation Print   


out at WCP Manual Automatic

Additional Additional Features


Features
Cover Page Editing- Company  
Cover Page Office 2003

Fax Archive/ History – Never Lose  


a Fax Available

Client Bill Back   


On Most Models

Setup, Support & Setup, Support, & Maintenance


Maintenance

Connection Type Analog Line Internet Connection Analog Line, DID


required for
Automatic Routing

Long Distance Costs Yes None Yes


Within U.S.
Paperless Office CompoXerox MFP Pre-Installation Checklist
Installation Contact   Please note: If your copier is to
Name   be setup on the network, ensure
that someone within your
Phone  
company or your IT representative
Email   has access and permission to the
Install Address   server. Also, ensure that the
IT Contact   space for the copier has 1) proper
Name   electrical wiring, 2) a network
connection, and 3) a network
Phone  
cable of sufficient length.
Email  
Network Configuration
Required Information Setting Example

Host Name XRX5665


TCP/IP Address 192.168.1.25
Subnet Mask 255.255.255.0
Gateway Address 192.168.1.1
Domain Name xyzcompany.com
Primary DNS 192.168.1.4
Alternate DNS 192.168.1.5
Scan to Email Configuration
Mail Server / Service __Microsoft Exchange __Lotus Notes __GroupWise
Provider __AT&T-Yahoo __AOL __Other ____________________
SMTP Host Name mail.xyzcompany.com
SMTP IP Address 192.168.1.5
Copier Email Address scans@xyzcompany.com
Requires Authentication No – Setup Relay in Exchange
This information will be needed at time of setup only. This information can be entered in by customer.
User Name
Password
Email Address Book via LDAP (If Applicable)
IP Address of Active 192.168.1.5
Directory or Mail Server
LDAP Directory Search OU=Users,DC=xyzcompany,DC=com
Root
This information will be needed at time of setup only. This information can be entered in by customer.
User Name
Password
Network Scanning via SMB Configuration – Option 1
Please Note: For Network Scanning Choose an Option
Destination IP Address 192.168.1.4
Share scans
Path (If any) none
This information will be needed at time of setup only. This information can be entered in by customer. The copier “user account”
User Name should have proper windows share permissions and security permissions set to “modify” on the destination folder that the copier is
scanning to.
Password
Network Scanning via FTP Configuration – Option 2
Destination IP Address 192.168.1.4
Path (If any) none
This information will be needed at time of setup only. This information can be entered in by customer. The copier “user account”
User Name should have proper windows share permissions and security permissions set to “modify” on the destination folder that the copier is
scanning to.
Password

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