1. Solving document management issues for over 30 years Bob Hawley (800) 638-2445 x140 rsh@metafile.com info@metafile.com Welcome to Metafile Information Systems

2. Solving document management issues for over 30 years Bob Hawley (800) 638-2445 x140 rsh@metafile.com info@metafile.com

3. Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638-2445 x140 rsh@metafile.com info@metafile.com

4. Questions you need to ask… Is it a browser-based solution (preferred) or client- server? Is Full Text searching of documents offered? Does the system offer document reading technology which can greatly reduce data entry? If so, how much does that add to the solution cost? Are there acquisition options available (like SaaS or On-Premise Subscription)?

5. more Questions you need to ask… Just how much “automation” does the system have? Ask very specific questions about how much human intervention is needed to process a document through workflow. What integration methods are available? In other words, how does the system pass data to GP? What Dashboards and Reporting does the system come with? Ask to see them.

6. So… What is MetaViewer? A browser based Enterprise Document Management solution - Zero “footprint” user workstations - Any browser access (IE, Safari, Firefox, Chrome, etc) Fully integrated with Dynamics GP and SharePoint Includes Technology no one else has

7. System Overview (Accounts Payable)

8. Full Text Indexing Searching for any word …within any document …anywhere in the repository Taken to the exact page you are looking for Automatically capturing documents with this capability Web Based Forms Reports Print Spools Emails Files & Folders AP Documents

9. Automated Indexing Automatic text extraction Easy to use Vendor Profile tool Structured or unstructured documents

10. MetaViewer Workflow MetaViewer workflows for PO invoices –Automated validation –Route to Buyers for discrepancies –Reconciliation view MetaViewer workflows for non PO’s –GL coding – auto distribution –GL coding – approver assist –Approval limits and escalation Upload Data to Dynamics GP –No duplicate data entry –Matching Graphical management views

11. Standard Email Notifications Links to documents or workflow steps Attach documents Alert multiple people If a time threshold passes without action send an email to another person Notify vendors or customers Includes variable data in the body of email

12. Enhanced Email Notifications and Approval Allows recipient to Approve, Reject or have the invoice Re-Assigned directly from the email notification Includes variable data in the body of the email Built in security prevents invoice status change if the email notification has been forwarded

13. Dynamics Integration

14. Visualizations

16. MetaViewer Reporting Performance metrics Department productivity Approver responsiveness Vendor performance Manage your department Justifies ROI

17. VendorView Vendor self service Invoice status Invoice upload / posting

18. MetaViewer AP Automation with OCR under $30k in 30 days System Details Full integration to Dynamics GP Invoice Accelerator included –Up to 750 invoices per month Workflow –Non PO workflow –PO workflow Standard email notifications Standard Visualizations (dashboards) Up to 30 users Additional Enhanced email notifications VendorView portal Receiving functionality SSRS Reports

19. Thank You! Bob Hawley (800) 638-2445 x140 rsh@metafile.com info@metafile.com