1. value-add-on series Automated Indexing Our Webinar will start momentarily… Product Session

2. value-add-on series Automated Indexing Ray Gerwig, Product Evangelist Product Session

3. value-add-on series Sessions MONTUEWEDTHUFRI 45678 1112 Product Overview 13 Technical Partners 1415 181920 Technical Customers 2122 25262728 Product Whats New 29 12 13 20 28

5. Paper-based Process Paper-based Process Electronic Process Electronic Process

6. SUNMONTUEWEDTHUFRISAT 123456 78910111213 14151617181920 21222324252627 282930 AP Clerk VP Finance Manager Mail Room Scan Operator Paper Based Process with Scanning

7. Awaiting Index (254) (254)

8. ScanIndexRetrieve Scan Index Retrieve Scan Operator Indexer Enterprise User 1 1 2 2 3 3 Processor |||| ||| |||||||||||||||||||||||

9. Awaiting Image Processing Document Imaging Awaiting Barcode ProcessingAwaiting Document Separation Awaiting Automated Indexing

10. value-add-on series Automated Indexing Zonal OCR-based Data Extraction Document Separation, Identification & indexing

11. Automated Indexing Benefits Reduces the time and cost of manual indexing Reduces indexing bottleneck Faster transaction completion

12. Automated Indexing Improves Data accuracy Document availability Customer service

13. value-add-on series Advantages over other products No duplicate configuration No additional database requirement No integration or export process to manage No processing limits, page nor document Easy to configure and update No duplicate configuration No additional database requirement No integration or export process to manage No processing limits, page nor document Easy to configure and update

14. value-add-on series Available Technology Machine Print (OCR) Check Box (OMR) Signature Detection Logo/Image Matching Point and Shoot Indexing Hand Print (ICR)… coming soon Machine Print (OCR) Check Box (OMR) Signature Detection Logo/Image Matching Point and Shoot Indexing Hand Print (ICR)… coming soon

15. value-add-on series Automated Indexing Zonal OCR, OMR Automated Indexing

16. value-add-on series Reduce manual data entry

17. OnBase Automated Indexing Image or PDF

18. Automated Indexing – Use cases Documents with Static Structure Applications, Printed Forms Contracts Cover Sheets AP/AR Processing Invoices Delivery Receipts

19. Look Similar Static Format

22. NOW - 2 Types of Recognition Available Document Cover Sheets Bar Codes and Machine Print

23. Automated Indexing - Features Document classification Select Document Type Indexing Keyword value assignment Auto-Fill Keyword Sets Keyword Data Sets MIKG – table data VB Scripting Point and shoot indexing

24. value-add-on series Form set-up Configuring zones Form set-up

25. Configuration – Getting Started Install OCR engine Scan Queue Processing Option Automated Index License Workstation Automated Indexing Shortcut Command Line Switch -SCANAUTOINDEX

26. Configuration - Form Set-up Scan sample pages Right-click to start Scan sample pages Right-click to start

27. Template Configuration

35. Form Set-up: Classification Prioritize, most common forms at top. Faster processing.

36. Form Identification: Text or Image

37. Form Identification: Page Registration....

38. Keyword Zones: OCR

39. Keyword Zones: OMR....

40. Keyword Zones: Signature Detection

41. Batch Processing Automated Indexing Batch Processing

42. = INVOICE Identification

43. = Packing Slip

44. = Delivery

45. OCR Zones

46. Point & Shoot Indexing Automated Indexing Point & Shoot Indexing

47. Point and Shoot Indexing 513412349-9223423 shift + drag

48. Scalability Auto-indexScanVerifyCommit

49. Auto-indexScanVerifyCommit All within Client Imaging

50. Automated Indexing – Verify New View in 10.0 Suspect keywords in RED Tab, zooms in on zone, and floats snippet

51. Workflow– Integration Action: Queue document or related document for OCR – Automated Index

52. value-add-on series Batch Automated Indexing Ad-hoc Automated Indexing Licenses - TWO

53. value-add-on series Licenses Batch Automated Indexing Configuration Batch & Hit-list Processing Point & Shoot Indexing Ad-hoc Automated Indexing Configuration Hit-list Processing Point & Shoot Indexing $10K$5K

56. value-add-on series Document Capture Process Reduces capture time ReceiveScanIndexUse so documents are available faster

57. ROI – Faster Processing with fewer resources Process forms automatically User hours/day ROI often received in less than a year. Increase throughput, or re-task resources! ROI

58. ROI – Example 1hr/day * $15/hr * 5workers = $75/day $10K ÷ $75/day = 133days! Less than 7 months! ROI

59. Automated Indexing Released only 2 years ago Over 100 customers already using it! Recent additions at customer request OMR mark recognition (check marks) Use Logos/Images for identification Determine whether document is signed

60. What customers tell other customers… Many of the kinks have been worked out with newer versions (9.2+) of the Automated Indexing module. OCR success rate has been improved with engine and configuration tweaks. I would guess 99%+ success rate excluding errors related to the document itself (bad print quality, text movement outside of the zone, text blending into zone etc.). It does take some practice with zone placement and settings to get good results. You will have to be patient. Overall we are happy with the module though. You can email me at xxxx@xxxx.org if you have any questions. We went live with Automated indexing about a month ago. I will admit that getting those fields "just right" can take some time, and our scanner staff have learned to make sure the docs are lined up proper. Otherwise, we love it. Were looking at about 75% reduction in indexing and Im sure that number will increase as we tweak the templates. Were on 9.2.0 Ive given the departments the ability to adjust their own index templates (we do a distributed scan model). Thats taken a significant workload off myself.

62. value-add-on series Automated Indexing Thank You! April 13 Technical Webinar – Partners April 20 Technical Webinar – Customers April 28 Whats New - All