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Notable Solutions, Inc Personal Workflow Ticketing System.

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Presentation on theme: "Notable Solutions, Inc Personal Workflow Ticketing System."— Presentation transcript:

1 Notable Solutions, Inc Personal Workflow Ticketing System

2 Notable Solutions, Inc Requirement How does a client securely get content directly to a user? -Email? -Fax? -Regular mail/paper? -Web uploads?

3 Notable Solutions, Inc Solution AutoStore enables the use of secure personalized inbound emails, faxes, scans, or web uploads directly to an employees work queue, or other workflow system. emails faxes scans web

4 Notable Solutions, Inc Scenario: Missing Documents For a Loan Closing Email Fax Paper Web uploads

5 Notable Solutions, Inc

6 Create Ticket x Close Ticket LabelLeslies Missing I9 Ticket Number5637234

7 Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close 5637234 Email: click here to email a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet

8 Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close 5637234 Email: click here to email a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet Please fax to: (703) 555-1212 For: Tom Ridge Ticket Number: 5637234 Expires: April 5 th, 2013

9 Notable Solutions, Inc Inbound Faxing Fax Servers nsi Please fax to: (703) 555-1212 For: Tom Ridge Ticket Number: 5637234 Expires: April 5 th, 2013

10 Notable Solutions, Inc Service Center Bank Service Center Tom Ridge Please log into IBM Datacap to validate your document FAX Ticket received with the label: Leslies missing I9 Inbound Faxing

11 Notable Solutions, Inc Tom Ridges Queue 61220130404.010Ticket FaxIndexpending1 Example of a queue for an employee to use. In this example, were showing IBM Datacap

12 Notable Solutions, Inc Successfully created your ticket! Ticket Number x Close 5637234 Email: click here to email a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet

13 Notable Solutions, Inc Successfully created your ticket! Ticket Number x 5637234 Email: click here to email a ticket Ticket LabelLeslies Missing I9 Use Instructions Fax: click here for a fax coversheet Send Email Close To Email Address Message Leslie.Hunt@mail.com Please send me that I9

14 Notable Solutions, Inc 56327234@bank.com Thursday, April 04, 2013 10:50 AM Leslie.Hunt@mail.com Leslies Missing I9 Re: Leslies Missing I9 56327234@bank.com Tom, Thanks for the email. Please find it attached.

15 Notable Solutions, Inc Inbound Email Email Servers nsi

16 Notable Solutions, Inc Service Center Bank Service Center Tom Ridge Please log into IBM Datacap to validate your document EMAIL from Leslie Hunt - Ticket received with the label: Leslies missing I9 Inbound Email

17 Notable Solutions, Inc Tom Ridges Queue 61220130404.010Ticket FaxIndexpending1 61320130404.011Ticket EmailIndexpending1

18 Notable Solutions, Inc Scanning Servers nsi

19 Notable Solutions, Inc Scan Ticket Ticketing (Indexing Before Scanning)

20 Notable Solutions, Inc Enter Ticket Ticket Ticket Label: Leslies Missing I9 5637234 Press the green SCAN/START button when ready

21 Notable Solutions, Inc Secure Fax Secure Scan eCourier Enter Ticket Ticket Label: Leslies Missing I9 5637234

22 Notable Solutions, Inc Tom Ridges Queue 61220130404.010Ticket FaxIndexpending1 61320130404.011Ticket EmailIndexpending1 61420130404.012Ticket MFDIndexpending1

23 Notable Solutions, Inc Web Upload Web Servers nsi

24 Notable Solutions, Inc User logs into website using ticket ID User then gets presented a form (designed by the bank), to upload documents

25 Notable Solutions, Inc Tom Ridges Queue 61220130404.010Ticket FaxIndexpending1 61320130404.011Ticket EmailIndexpending1 61420130404.012Ticket MFDIndexpending1 61520130404.013Ticket WebIndexpending1

26 Notable Solutions, Inc Enhanced Ticket Creation Interface This shows additional capability, but more complexity

27 Notable Solutions, Inc Step 1

28 Notable Solutions, Inc Step 2

29 Notable Solutions, Inc Step 3

30 Notable Solutions, Inc Audit/Tracking

31 Notable Solutions, Inc Security Options

32 Notable Solutions, Inc Create Ticket x Close Ticket LabelLeslies Missing I9 Ticket Use One Time Ticket Expiration 4/5/2013 Security Settings Ticket Number5637234

33 Notable Solutions, Inc Integration Examples Employee Portal Others Directly into Line of Business Application Secure mail courier for branch mail Business to Business Consumer to Business

34 Notable Solutions, Inc Questions

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