Document Management in the Mobile World
-
Upload
helpsystems -
Category
Software
-
view
143 -
download
1
Transcript of Document Management in the Mobile World
![Page 1: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/1.jpg)
Document Management in the Mobile WorldGo Paperless by Automating Your Key Document Processes
![Page 2: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/2.jpg)
2
Your Presenters
Richard SchoenDirector of Document Management Technologies
Greg SchmidtSenior Technical Solutions Consultant
![Page 3: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/3.jpg)
3
• HelpSystems overview• Mobile document access business scenarios• WebDocs and WebForms overview• Mobile document capture and access demo• Q&A
Agenda
![Page 4: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/4.jpg)
4
HelpSystems Family of Brands
![Page 5: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/5.jpg)
Document Management Solution Overview
5
![Page 6: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/6.jpg)
6
Capture Incoming Documents from Mobile Devices
Business NeedUse a mobile device to capture incoming documents.
Solution: WebDocs• Capture photos on mobile device• Sign a PDF on mobile device with Acrobat or another signature capture app• Forward the document via email to: [email protected]• Set subject line or body text with selected key or routing information • The document is now captured, indexed, and routed in WebDocs• Start an IBM i or Windows-based business process
![Page 7: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/7.jpg)
7
Capture Forms from Mobile Devices
Business NeedCapture data in real time without needing to print paper forms or capture and enter signatures manually.
Solution: WebForms• Interactive web and tablet-based forms • Use and update business systems automatically• Validate data entry• Read and write IBM i database information• Call IBM i programs written in CL, RPG, or COBOL• Use WebDocs to manage and route forms as documents for approval
![Page 8: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/8.jpg)
8
Access Documents from Mobile Devices
Business NeedSecurely locate and view documents on mobile devices.
Solution: WebDocs• Log into WebDocs • Enter search criteria to locate documents• Click a button to download and view a document• Enjoy easy access to remote documents with WebDocs
![Page 9: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/9.jpg)
9
WebDocs—Document Management
Capture and Manage Scanned Images, Reports, and Forms• Capture scanned image documents
• Manage forms captured via WebForms
• Archive reports for online access
• View documents from any web browser
• Secure by department or user groups
• Use version control to track document changes
• Support any PC file or document format:
TIFF, PDF, Word, Excel, PowerPoint, Outlook emails, audio and video file, etc.
![Page 10: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/10.jpg)
11
WebForms—Online Form Data Capture
Capture form data via web-based forms• No more filling out forms by hand or re-keying data
• Convert any paper form to a digital version
• Interface with IBM i or any other database
• Call programs and web services
• Save completed forms to WebDocs
• Version control forms on WebDocs
• Generate pixel-perfect PDF documents
• Extract form data in other business apps and databases
• Integrate with SEQUEL dashboards and other web applications
![Page 11: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/11.jpg)
12
Form Capture Scenarios
Typical form capture scenariosUse a web form to capture data and update a databasePre-populate form and send out URL links to complete formPre-populate form with data based on an order, invoice, work order, or job number and then complete formFill out new form, such as a business application, where data is simply captured and routed to the appropriate personFill out new form and store in WebDocs for form management and version controlPre-populate and store new form in a temporary directory on the WebForms server so it can be opened, completed, and submitted
![Page 12: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/12.jpg)
13
Devices That Can Use WebForms
Device typesWindows desktop, laptop, or tabletLinux or Mac desktop, laptop, or tabletiOS device (iPhone or iPad)Android device (phones, tablets)Windows 7, 8, or 10 are supported
![Page 13: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/13.jpg)
Demo Time
![Page 14: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/14.jpg)
Questions and AnswersPlease enter your questions in the chat log.
![Page 15: Document Management in the Mobile World](https://reader036.fdocuments.in/reader036/viewer/2022070514/587e12ce1a28abbc2e8b4ac1/html5/thumbnails/15.jpg)
16
Thank You for Attending
For More Information:2016 IBM i Marketplace Survey
http://www.helpsystems.com/ibm-i-marketplace-study
Website:http://www.helpsystems.com/rjs
Telephone:Sales: 800-328-1000
Support: +1 952-933-0609Technical Experts: