Knowledge Tree Overview
description
Transcript of Knowledge Tree Overview
![Page 1: Knowledge Tree Overview](https://reader034.fdocuments.in/reader034/viewer/2022052619/55618df5d8b42a91778b4e66/html5/thumbnails/1.jpg)
Document Management Made Simple
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The big problem.
60% of companies are faced with
document chaos AIIM State of ECM Industry Research, 2010
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The other big problems.
Why is it so expensive to gain control
of my documents?
Why are document management
applications so hard to use?
Why can’t I get my documents when and
where I need them?
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What is KnowledgeTree?
KnowledgeTree makes document management simple
Secure vault Global access Organized
documents
Team
collaboration
Lifecycle
management
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Where are my documents?
Central online vault for
document storage:
• Drag & drop into vault
• Store any file type
• Preview and edit
documents online
• Access documents
from anywhere
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How do I find my documents?
• Search document
contents and
properties
• Search within:
Microsoft Office,
OpenOffice.org, PDF,
Text, etc.
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Can I customize descriptions?
• Add descriptive tags
• Create custom fields
• Property fields may be text, dates, rich-text, or pick lists
• All custom properties are searchable
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How do I find what I need?
• Find what you need
with enhanced
previews
• Navigate quickly with
recent folders
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How do I save time?
• Edit descriptions in
context
• Share easily from the
document page
• Launch workflows and
alerts in one spot
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How do I find documents on the go?
• Search & find documents
on your mobile device
• View documents
anywhere
• Store documents securely
on your device
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How do I manage documents on the go?
• Upload documents to your
online vault
• Notify team members
about latest updates
• Share documents from
anywhere
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How do I access the latest version?
• Always have latest
versions on desktop
• Synchronized two-ways to
keep colleagues current
• Work offline, or on the go
• Complements
KnowledgeTree for Office
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• Retain and track all versions
• Access previous versions
• Lock documents
• Get notified in Microsoft Office when opening an outdated version
How do I track versions?
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How do I get alerted?
• Set alerts on a
single document
or class of
documents
• Trigger date can
be a fixed or
relative
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Can I manage lifecycles?
• Define document
routing workflows
• Move documents
through the steps of
a workflow
• Report on which
documents are in a
workflow
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Can I use scanned or faxed documents?
• Scan or fax directly
to your vault
• Integrate with
imaging software
from Kofax or
Capsys
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How do I secure my documents?
• Secure data in transit via SSL
• Stay protected with SAS70 Type II
secure datacenters
• Simplify user control via LDAP, AD
& single sign-on
• Audit / report on document history
• Protect your assets with disaster
recovery and offline backup
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How do I control access?
• Select document
permissions
• Create groups that reflect
your organization’s
structure
• Allocate users to groups
• Allow specific groups
access to folders and
documents
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How do I share documents?
• Share documents and folders with coworkers and external parties
• Recipients receive email notifications
• Control whether sharing is read-only or read-write
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How do I access from Microsoft Office?
• Access and edit documents
from within Microsoft Office
and Outlook
• Co-author documents with
coworkers
• Get notifications when new
versions are available,
merge with existing content
• Add emails or their
attachments to the vault
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How is KnowledgeTree different?
• Easily and securely share documents
• Tools that support document lifecycles
• Continue using Microsoft Office tools
• Documents are available anywhere, anytime
• Download offline backups of your documents
• Integrate with Active Directory / LDAP / Single sign-on
• Cloud solution is always current -- no upgrades needed
• Many plans provide for unlimited users
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New Value in KT v.2
Control Simplified Manage documents
with in context tools
Always Current Access documents
on your computer
Access Anywhere
View and manage documents on the go
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Who is using KnowledgeTree? Select Customers
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Secure vault Global access Organized
documents
Team
collaboration
Lifecycle
management
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Document Management Made Simple