Extended DMS PUG 2017 April 2nd - 4th.

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Presentation transcript:

Extended DMS PUG 2017 April 2nd - 4th

Extended DMS – what is it Set of document related functions dedicated to an all electronic case handling (Document Management System) Supplements existing Patricia document handling Based on a set of latest industry technology components DMS Appliance using containerized environment based on industry leading Docker™ technology Can be run in virtualization platforms like ESXI, Hyper-V or bare metal

Extended DMS – overview

Extended DMS – components Nuxeo: Core DMS functions MailFilter: email parsing for case refs. and attaching to cases Elastic Search: Fast search index CaseBrowser: Web based document view section OCR: Open Character recognition

Extended DMS – benefits Enhanced usability working with documents through CaseBrowser Preview, text extract (also image based pdf), inline pdf read pdf-operations (Electronic signing/watermarking, combining) Integrated E-mail functionality (inbound & outbound, templates, SQL-Lettercodes, reply/forward) Nuxeo: De-duplication Nuxeo: Versioning/undeleting Elastic: Full text search

Extended DMS – benefits OCR PDF email attachments PDF documents in the repository Text can be viewed and searched Different internal email addresses can be set to have different categories & description and/or allow saving a document to a case (without enclosing email – document scanners), eg. fax processing Different OCR options for different needs (ie. repo size)

Extended DMS – client side In Outlook emails will show as saved plus additional case related info – no change in workflow Doc Integrate will make sure user works on local copy of document Safe also under iffy network situations (e.g. traveling, OoO) When connected back to server -> upload; backup will persist until save confirmed Version control Web implementation: DMS can be used without Patricia at good performance during travel; e.g. approve and sign documents (eg. fax them through office printers, etc.)

Extended DMS – live Send emails to: pidemo@m.practiceinsight.io Use Case refs in subject line or body: P1000DE00, -01, -02, -EP, P1000EP00, P1000SE00, P1046EP00 or Use matter in subject line or body: 1234-16, 1234-08

Extended DMS – project plan Done: Much improved deploy method Technological updates Improved robustness under various circumstances Polishing functions Planned: Addition of more functional improvements More technological updates to improve speed on growing repos (e.g. load balancing)