Knowledge Tree Overview
- 1. Document Management Made Simple
- 2. The big problem. 60% of companies are faced with document chaos AIIM State of ECM Industry Research, 2010
- 3. 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?
- 4. What is KnowledgeTree? KnowledgeTree makes document management simple Organized Global access Secure vault documents Team Lifecycle collaboration management
- 5. 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
- 6. How do I find my documents? • Search document contents and properties • Search within: Microsoft Office, OpenOffice.org, PDF, Text, etc.
- 7. 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
- 8. How do I find what I need? • Find what you need with enhanced previews • Navigate quickly with recent folders
- 9. How do I save time? • Edit descriptions in context • Share easily from the document page • Launch workflows and alerts in one spot
- 10. How do I find documents on the go? • Search & find documents on your mobile device • View documents anywhere • Store documents securely on your device
- 11. How do I manage documents on the go? • Upload documents to your online vault • Notify team members about latest updates • Share documents from anywhere
- 12. 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
- 13. How do I track versions? • Retain and track all versions • Access previous versions • Lock documents • Get notified in Microsoft Office when opening an outdated version
- 14. How do I get alerted? • Set alerts on a single document or class of documents • Trigger date can be a fixed or relative
- 15. Can I manage lifecycles? • Define document routing workflows • Move documents through the steps of a workflow • Report on which documents are in a workflow
- 16. Can I use scanned or faxed documents? • Scan or fax directly to your vault • Integrate with imaging software from Kofax or Capsys
- 17. 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
- 18. 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
- 19. 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
- 20. 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
- 21. 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
- 22. New Value in KT v.2 Control Simplified Access Anywhere Always Current Manage documents View and manage Access documents with in context tools documents on the go on your computer
- 23. Who is using KnowledgeTree? Select Customers
- 24. Secure vault Global access Organized documents Team Lifecycle collaboration management
- 25. Document Management Made Simple