1. Document Solutions Document Solutions Confidential Property of FileMark Corporation Document Solutions Document Solutions SMARTi Document Processing Solutions May 2010

2. Document Solutions Document Solutions Confidential Property of FileMark Corporation Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government Channel Partners – ISV OEMs, Manufacturer’s Reps. Profile – software developer, direct professional services provider, founded in 1989, based in Millbury MA Technology Focus – transactional document processing, report transformation and archiving, document submission, records and metadata management Industry Solutions – Financial Services, Insurance, Distribution, Manufacturing, Healthcare, Higher Education, Local Government Channel Partners – ISV OEMs, Manufacturer’s Reps. FileMark Company Overview

3. Document Solutions Document Solutions Confidential Property of FileMark Corporation Why Manage Documents? 80% of business information is still retained on paper Cost to file a document is $20 On average it takes 5-10 minutes to locate a properly filed document or discover that someone else has it out Cost of searching for a misfiled document is $120 Cost of recreating a lost document is $250 A 4-drawer file cabinet with 15,000-20,000 files costs $25,000 to fill and $2,000 to maintain. 80% of business information is still retained on paper Cost to file a document is $20 On average it takes 5-10 minutes to locate a properly filed document or discover that someone else has it out Cost of searching for a misfiled document is $120 Cost of recreating a lost document is $250 A 4-drawer file cabinet with 15,000-20,000 files costs $25,000 to fill and $2,000 to maintain. Info sources: Cap Ventures, Inc. Magazine, futurelawoffice.com, Citigroup

4. Document Solutions Document Solutions Confidential Property of FileMark Corporation EDM Benefits Paperless business process efficiency Cost avoidance and existing cost displacement More responsive customer service Improved document search, security and control Instant on-line collaboration Business risk mitigation and regulatory compliance. Paperless business process efficiency Cost avoidance and existing cost displacement More responsive customer service Improved document search, security and control Instant on-line collaboration Business risk mitigation and regulatory compliance. SMARTi saves time

5. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval COLD/ERM – computer output report archiving, transformation, distribution, notification and mining Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving Software sales or SaaS Document Imaging – batch scan & index, barcode/OCR/OMR, workflow, application integration, Web-based search and retrieval COLD/ERM – computer output report archiving, transformation, distribution, notification and mining Document Submission – unattended document submission via fax, eMail attachments, MFP scanners or MS Office, ad hoc eMail archiving Software sales or SaaS

6. Document Solutions Document Solutions Confidential Property of FileMark Corporation Business Applications Insurance New application processing Customer renewal processing Claims processing Customer inquiry and service management Forms management archive Regulatory compliance Government Agenda management, minutes, and records Police and arrest records Court records management Employee records Property records Pension management Legislative management Healthcare Medical records management Financial and billing management Report archiving and distribution Forms archive - HCFA, UB92, EOB, etc. HIPAA compliance Legal Case management Practice management Client record storage Insurance New application processing Customer renewal processing Claims processing Customer inquiry and service management Forms management archive Regulatory compliance Government Agenda management, minutes, and records Police and arrest records Court records management Employee records Property records Pension management Legislative management Healthcare Medical records management Financial and billing management Report archiving and distribution Forms archive - HCFA, UB92, EOB, etc. HIPAA compliance Legal Case management Practice management Client record storage Financial Services Client files management Mortgage processing management Wealth management Credit union membership eStatement presentment Regulatory compliance – SEC, NASD, SOX, GLB, eDiscovery Education Student and alumni records Course schedule records Admission file management Financial aid records Transcript archive Employee records Manufacturing & Distribution Accounts payable Accounts receivable Bills of lading and proof of delivery Shipping manifests Pick lists Reports Inventory documentation Report archiving and distribution Regulatory compliance - eDiscovery

7. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Capture ECM Repository Browsers Report Capture Image Capture Document Submission

8. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Capture ECM Repository Browsers Report Capture Host Import Burst Extract Indexes Map Fonts Overlay Forms Transform Data Convert Notify / Distribute Export Process ASCII EBCDIC PDF PCL AFP Metacode Postscript Output

9. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Capture ECM Repository Browsers Image Capture Scan / Import Index Key from Image OCR Barcode OMR Field Auto-Fill Convert Export Process TIFF JPEG PDF MS Office Outlook eMail PDF Zip Tiff Jpeg Output Scanner eFiles

10. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Capture ECM Repository Browsers Document Submission TIFF JPEG PDF Output TIFF CCITT G3 CCITT G4 eMail Attachments Word Excel PowerPoint Access Outlook Fax MFP eMail Source Receive eMail Extract Indexes Map Fields OCR Barcode OMR Index Auto-fill Convert Export Notify / Respond Process

11. Document Solutions Document Solutions Confidential Property of FileMark Corporation Batch Scan SMARTi Repository - Manual Fill - Assisted Fill - Zone OCR - Dynamic OCR - ADEPT- Rules-based OCR - Barcode - OMR Paper Document Capture SimpleIndex USB Real-time Index Auto-Fill Business Applications SQL Images + Indexes via eMail Imaging Client Images Distributed Scan USB SimpleSend Network File Server

12. Document Solutions Document Solutions Confidential Property of FileMark Corporation SimpleIndex Zone OCR Barcode Recognition Dynamic OCR ADEPT – Automatic Data Extraction for Processing Transactions Automatic location of index information Dictionary lookups Pattern matching

13. Document Solutions Document Solutions Confidential Property of FileMark Corporation Date Amount Account # Name

14. Document Solutions Document Solutions Confidential Property of FileMark Corporation SimpleSend – for management of distributed scanning operations Required documents audit Bates stamping – software imprinting, page numbering Full-page OCR to MS Word format – for text editing, interactive correction option Media Wizard – create searchable CDs or DVDs for physical distribution. Zone OCR – fixed templates, pattern searching and dictionary matching within oversized zones, post recognition data validation ADEPT (Automatic Data Extraction for Processing Transactions) – automatic full page or zone OCR with pattern searching and dictionary matching Dynamic OCR – manual location and roping of index data from image Auto-indexing – barcode recognition, OMR, real time index auto-fill from external SQL database, pick lists, default values, auto-incrementing values, auto-date, auto-complete Document separators – bar-codes, coversheets, tick marks on all 1 st pages SimpleCoversheet – create/print barcodes for automatic processing Import and index batches of Office documents, eMails and PDFs TWAIN or ISIS USB scanner support Simplex, duplex, magazine scan SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, auto- rotate, rescan, redaction TWAIN or ISIS USB scanner support Simplex, duplex, magazine scan SimpleQC – thumbnails, re-order, split/combine pages, de-speckle, de-skew, auto- rotate, rescan, redaction SimpleIndex Features

15. Document Solutions Document Solutions Confidential Property of FileMark Corporation Remote Document Capture SMARTi Repository l eMail Office Applications Distributed Scanners Batch Import SimpleIndex - Manual Fill - Assisted Fill - Zone OCR - Point & Shoot OCR - Rules-based OCR - Barcode - OMR - Auto-Fill Smarti.filemark@verizon.net Send or Forward directly to SMARTi Drop Box (Shared Directory ) Save As Drag / Drop

16. Document Solutions Document Solutions Confidential Property of FileMark Corporation Document Submission Archive Secure, unattended, Web-based repository for submission, retrieval and processing of time-sensitive documents Easy document submission – via email, email attachments, fax or MFP scanner Save (send) directly from MS Office or Outlook Selective eMail archiving eMail response – for confirmations, error corrections or notifications Automatic document routing via workflow or eMail with link Support for document revisions, revision history, annotations Secure, browser-based access to document repository On-line user registration with flexible document security Secure, unattended, Web-based repository for submission, retrieval and processing of time-sensitive documents Easy document submission – via email, email attachments, fax or MFP scanner Save (send) directly from MS Office or Outlook Selective eMail archiving eMail response – for confirmations, error corrections or notifications Automatic document routing via workflow or eMail with link Support for document revisions, revision history, annotations Secure, browser-based access to document repository On-line user registration with flexible document security

17. Document Solutions Document Solutions Confidential Property of FileMark Corporation Direct Send Document Submission Methods Coversheet Fax l eMail Subject: index1; index2; index3 Attachments l CC or Fwd eMail To: smarti.filemark@verizon.net From: Subject: index1; index2; index3 Date / Time: Attachment: file name SMARTi Repository MFP Scanner Subject: index1; index2; index3 l eMail SMARTi.Mail@filemark.com

18. Document Solutions Document Solutions Confidential Property of FileMark Corporation Save from MS Office

19. Document Solutions Document Solutions Confidential Property of FileMark Corporation Efficient, paperless document submission process Saves time, labor and money Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and email No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi No need to prepare, scan and index incoming documents Augments, reduces or eliminates centralized scanning and indexing Can be used as a clearing house for easy collection and sharing of time- sensitive documents from customers, vendors or employees Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing and selective email archiving Improves document search, security, control and collaboration Ensures procedural compliance and saves trees Efficient, paperless document submission process Saves time, labor and money Eliminates the need to copy and mail or physically deliver time-sensitive paper documents – just fax to SMARTi or scan and email No need to print and mail copies of electronic documents – just attach one or more documents to email and send to SMARTi No need to prepare, scan and index incoming documents Augments, reduces or eliminates centralized scanning and indexing Can be used as a clearing house for easy collection and sharing of time- sensitive documents from customers, vendors or employees Consolidates documents from multiple sources and facilitates document sharing among multiple parties Enables instantaneous transaction processing and selective email archiving Improves document search, security, control and collaboration Ensures procedural compliance and saves trees DSA Benefits

20. Document Solutions Document Solutions Confidential Property of FileMark Corporation DSA Application Examples Vendor Invoice Processing Customer Order Processing PoD Processing Proposal/RFP Responses Field Employee Reporting Selective Email Archiving Save (send) from MS Office Loan Origination Student Aid Qualification Legal Discovery Estate Planning Tax Preparation Signature Cards Vendor Invoice Processing Customer Order Processing PoD Processing Proposal/RFP Responses Field Employee Reporting Selective Email Archiving Save (send) from MS Office Loan Origination Student Aid Qualification Legal Discovery Estate Planning Tax Preparation Signature Cards

21. Document Solutions Document Solutions Confidential Property of FileMark Corporation Print  Host Computer Output Archiving Reports, Invoices, Statements Report Bursting Index Extraction Full Text Indexing Format Conversion Multi-level Security Auto-Distribution eMail Notifications Data Mining Barcode Insertion Job Reprinting Print to File  SMARTi Repository

22. Document Solutions Document Solutions Confidential Property of FileMark Corporation COLD – Computer Output to Low-cost Disk High-volume, automated computer output capture and archiving Eliminates printing and manual distribution of internal reports Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining. COLD – Computer Output to Low-cost Disk High-volume, automated computer output capture and archiving Eliminates printing and manual distribution of internal reports Saves the cost of printing, paper, ink, microfilm, copies, multi-part forms and postage – ROI in less that one year Instant access to exact replicas of printed reports, statements and invoices from anywhere via the web Reports from reports – exports selected report data to spreadsheets or databases for sorting, reformatting, charting or data mining. SMARTi COLD Overview

23. Document Solutions Document Solutions Confidential Property of FileMark Corporation Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays) Advanced SMARTi print formats – PCL, PDF Adept Suite print formats – AFP, Metacode/DJDE, PS Auto-convert to searchable PDF – browse, query, search, view, print, e-mail Event scheduler – unattended data capture Affix barcodes prior to printing – for subsequent scanning with auto-indexing ASCII report compression – 10 to 1 Report distribution – via workflow, eMail attachment or link to website Query and purge old reports or begin cutoff retention period Graphical report definer Original print stream archiving for on-demand job reprinting Optional static from designer Optional SMART output transformation – dynamic data reformatting Optional intelligent print spooler option for legacy systems Standard SMARTi print formats – ASCII or EBCDIC (with optional form overlays) Advanced SMARTi print formats – PCL, PDF Adept Suite print formats – AFP, Metacode/DJDE, PS Auto-convert to searchable PDF – browse, query, search, view, print, e-mail Event scheduler – unattended data capture Affix barcodes prior to printing – for subsequent scanning with auto-indexing ASCII report compression – 10 to 1 Report distribution – via workflow, eMail attachment or link to website Query and purge old reports or begin cutoff retention period Graphical report definer Original print stream archiving for on-demand job reprinting Optional static from designer Optional SMART output transformation – dynamic data reformatting Optional intelligent print spooler option for legacy systems SMARTi COLD Features

24. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi COLD Add-on for ECM Print  Host Import from Watched Folder Burst Reports (optional) Add Form Overlays (optional) Convert to Searchable PDF Extract Database Indexes Export to Destination Directory Notify via eMail with URL Link (optional) Web-based Administration Print to File  SMARTi COLD Server ECM System Import  ASCII EBCDIC PDF PCL AFP Metacode DJDE PostScript

25. Document Solutions Document Solutions Confidential Property of FileMark Corporation PDF Report Indexer Print to File as PDF File Server SMARTi COLD Server Browser Scheduled Retrieval of PDF Files Extract Metadata for DB Queries Index for Content Search Apply Multi-level Security Notify via eMail with URL Link

26. Document Solutions Document Solutions Confidential Property of FileMark Corporation Report Transformation Print to File Dynamic Job Processor SMARTi COLD Server Browser Dynamically change data format Add conditional data, graphics, fonts, barcodes, objects, images Extract database indexes Convert to searchable PDF Notify via eMail with URL link Transforms outbound customer documents into persuasive marketing tools !! Report Transformation

27. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Report Transformation Eliminates the need for bulk printing of reports Eliminates the need for bulk printing of reports Dramatically improves the appearance and readability of simple text reports Dramatically improves the appearance and readability of simple text reports Create electronic forms to replace pre-printed paper forms Create electronic forms to replace pre-printed paper forms Use built-in forms designer or create forms with MS Word (RTF) Use built-in forms designer or create forms with MS Word (RTF) Burst or Split reports into multiple documents Burst or Split reports into multiple documents Reformat legacy application data to Web-accessible PDFs Reformat legacy application data to Web-accessible PDFs Divert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital Copiers Divert proprietary print jobs to any Windows printer - PCL, PS, GDI, Digital Copiers High volume automated eMailing of reports with URL doc links to a secure Website High volume automated eMailing of reports with URL doc links to a secure Website 128 bit encryption enables option to send PDF documents securely by eMail 128 bit encryption enables option to send PDF documents securely by eMail Automatic faxing of reports Automatic faxing of reports Redaction of sensitive report data Redaction of sensitive report data Pre-processor for SMARTi COLD indexing and archiving Pre-processor for SMARTi COLD indexing and archiving Fully unattended run-time operation Fully unattended run-time operation Automatically transform, enhance and distribute computer output

28. Document Solutions Document Solutions Confidential Property of FileMark Corporation Legacy Print

29. Document Solutions Document Solutions Confidential Property of FileMark Corporation Transformed Report

30. Document Solutions Document Solutions Confidential Property of FileMark Corporation Legacy Print

31. Document Solutions Document Solutions Confidential Property of FileMark Corporation Transformed Report

32. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Report Transformation Transform bills and statements into persuasive marketing tools – make ugly printing look pretty Transform bills and statements into persuasive marketing tools – make ugly printing look pretty Eliminate the need for pre-printed forms Eliminate the need for pre-printed forms Native print format can be ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJDE or Postscript Native print format can be ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJDE or Postscript Add new objects, images, text boxes or watermarks Add new objects, images, text boxes or watermarks Dynamically link images into forms Dynamically link images into forms Select from any True-Type font and size Select from any True-Type font and size Change line spacing and page sizes Change line spacing and page sizes Add user defined green bar or rainbow striping Add user defined green bar or rainbow striping Dynamically merge text and forms Dynamically merge text and forms Dynamic switching of multiple form overlays Dynamic switching of multiple form overlays Conditional data reformatting Conditional data reformatting Page/line numbering Page/line numbering Vary opacity of elements and backgrounds Vary opacity of elements and backgrounds GUI based design environment – drag and drop to move print data elements GUI based design environment – drag and drop to move print data elements Unattended run-time operation Unattended run-time operation Automatic polling of watched directories Automatic polling of watched directories Automatically burst reports Automatically burst reports Convert to searchable PDF format Convert to searchable PDF format Print legacy print data to standard PCL or Postscript Windows printers Print legacy print data to standard PCL or Postscript Windows printers Automatically distribute reports by eMail with URL doc links to a secure website Automatically distribute reports by eMail with URL doc links to a secure website Insert barcodes based on values within forms Insert barcodes based on values within forms Create MICR checks by printing on blank check stock Create MICR checks by printing on blank check stock Optional 128-bit Acrobat-compatible encryption Optional 128-bit Acrobat-compatible encryption

33. Document Solutions Document Solutions Confidential Property of FileMark Corporation Remote Print Manager SMARTi COLD Server

34. Document Solutions Document Solutions Confidential Property of FileMark Corporation Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via eMail – reminders, timed escalation Built-in document/work routing – simple to set up, simple to use Many applications – transaction processing, approvals, collaboration, report distribution, eForms processing Document-centric – work items are SMARTi documents with case notes (images, COLD reports, office docs, eMail, etc.). Secure work item routing – pre-defined users, roles, groups, states Optional notifications via eMail – reminders, timed escalation SMARTi Workflow

35. Document Solutions Document Solutions Confidential Property of FileMark Corporation Invoice Approval Workflow STOPSTOP REVIEWREVIEW Accounting VERIFYVERIFY Receiving APPROVEAPPROVE Supervisor PAYPAY Accounts Payable No CAPTURE CAPTURE Mail Room STARTSTART Corporate Accounting System

36. Document Solutions Document Solutions Confidential Property of FileMark Corporation Case Notes Accounting Shipping / Receiving Supervisor √ Accounts Payable Complete Pend Cancel NA Workflow View Administration Windows Help Case Notes

37. Document Solutions Document Solutions Confidential Property of FileMark Corporation Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application Automates document search – no re-keying of data Shows documents side-by-side with line-of-business applications User-defined document retrieval hot keys Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications Support for client/server, browser or terminal emulator applications Screen OCR technology links to SMARTi URL APIs. Easy desktop application integration – makes the SMARTi Repository an extension to any data-centric line-of-business application Automates document search – no re-keying of data Shows documents side-by-side with line-of-business applications User-defined document retrieval hot keys Simple, quick and safe – screen scraping, no code modifications required to line-of-business applications Support for client/server, browser or terminal emulator applications Screen OCR technology links to SMARTi URL APIs. Application Integration

38. Document Solutions Document Solutions Confidential Property of FileMark Corporation Data Integration – Term. Emulator App.

39. Document Solutions Document Solutions Confidential Property of FileMark Corporation Data Integration – Client/Server App.

40. Document Solutions Document Solutions Confidential Property of FileMark Corporation Data Integration - Browser App.

41. Document Solutions Document Solutions Confidential Property of FileMark Corporation Integration Toolkit SMARTi URI REST API Representational State Transfer

42. Document Solutions Document Solutions Confidential Property of FileMark Corporation Support for user-defined file plans Unlimited record classifications Automatic declaration of fixed content classes Rules-based record retention, migration and disposition schedules for each class, litigation holds Recycle bin Disposition audit logs and activity reports Support for optional WORM storage Flexible user/group document access control and functional permissions. Support for user-defined file plans Unlimited record classifications Automatic declaration of fixed content classes Rules-based record retention, migration and disposition schedules for each class, litigation holds Recycle bin Disposition audit logs and activity reports Support for optional WORM storage Flexible user/group document access control and functional permissions. SMARTi Records Management

43. Document Solutions Document Solutions Confidential Property of FileMark Corporation Record Classification

44. Document Solutions Document Solutions Confidential Property of FileMark Corporation Disposition Stages

45. Document Solutions Document Solutions Confidential Property of FileMark Corporation Audit Trails

46. Document Solutions Document Solutions Confidential Property of FileMark Corporation eWORM NAS Archive Network attached eWORM storage appliance (NAS) Configurable policies for compliance, strict file retention and disposition enforcement Secure encryption prevents any modifications, secure erasure supports transparent file shredding Integrates with MS Active Directory for single sign-on Best price/performance Works with all applications, networks and databases Enables automatic Disaster Recovery, can automatically create copies on removable optical media

47. Document Solutions Document Solutions Confidential Property of FileMark Corporation Enterprise Security User Authentication Log-on, password,128bit SSL encryption (web client) LDAP option, authenticates against MS Active Directory for single sign-on Support for authentication cookies (auto-log-on) Support for CAS (Central Authentication Service) Log-on/password bypass (special URL API call from integrated application) Automatic log-off after user-defined period of inactivity Document security User and group metaphor Allow or restrict document access by specific applications, drawers, folders, documents, pages or record classes Allow or restrict document access by database query value and operator (like, not like, is, is not, begins with, ends with, between, =, ≠, >, =, <=) Functional security – grant or restrict access rights to specific functions by users or groups (70+ functions) File storage – network file system or BLObs in database tables User Authentication Log-on, password,128bit SSL encryption (web client) LDAP option, authenticates against MS Active Directory for single sign-on Support for authentication cookies (auto-log-on) Support for CAS (Central Authentication Service) Log-on/password bypass (special URL API call from integrated application) Automatic log-off after user-defined period of inactivity Document security User and group metaphor Allow or restrict document access by specific applications, drawers, folders, documents, pages or record classes Allow or restrict document access by database query value and operator (like, not like, is, is not, begins with, ends with, between, =, ≠, >, =, <=) Functional security – grant or restrict access rights to specific functions by users or groups (70+ functions) File storage – network file system or BLObs in database tables

48. Document Solutions Document Solutions Confidential Property of FileMark Corporation Disaster Recovery, High Availability Database Replication WD ShareSpace 2-8 Terabyte NAS RAID 0,1, 5 or JBOD SMARTi 2SMARTi 1 SimpleIndex USB Browsers Internet Server 2Server 1 Fault Tolerant Shared Storage LAN or WAN

49. Document Solutions Document Solutions Confidential Property of FileMark Corporation SaaS – Software as a Service, on-site hosting, local document storage AaaS – Administration as a Service On-site installation and configuration COLD form overlay design, web conversions LoB application integration Annual maintenance subscription – technical support, periodic product updates Data migrations – OS, DB, legacy systems Training – user, admin, on-site or on-line. SaaS – Software as a Service, on-site hosting, local document storage AaaS – Administration as a Service On-site installation and configuration COLD form overlay design, web conversions LoB application integration Annual maintenance subscription – technical support, periodic product updates Data migrations – OS, DB, legacy systems Training – user, admin, on-site or on-line. FileMark Services

50. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Software as a Service (SaaS) IT control – implemented on your server, on your premises Easy Budgeting – trade cap-ex for op-ex Efficient – local image scanning, unattended COLD capture and automatic document submission archive Lowest monthly cost – minimal capital expenditure Lower risk – cancel at any time, buyout at any time More secure – deployment behind corporate firewall No legal issues – documents do not leave premises Easy local system integration and customization On-line support, admin. and software update services from FileMark SMARTi Software as a Service (SaaS) IT control – implemented on your server, on your premises Easy Budgeting – trade cap-ex for op-ex Efficient – local image scanning, unattended COLD capture and automatic document submission archive Lowest monthly cost – minimal capital expenditure Lower risk – cancel at any time, buyout at any time More secure – deployment behind corporate firewall No legal issues – documents do not leave premises Easy local system integration and customization On-line support, admin. and software update services from FileMark Private SaaS Program

51. Document Solutions Document Solutions Confidential Property of FileMark Corporation Why FileMark COLD? Core expertise in COLD – 21 years, many installs Available as COLD add-on for ISVs – and priced as an add-on Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS Vector form overlays – not images Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages Web-based GUI administration – no programming, no scripting, no client software Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion Flexible output formats, RESTful URI API Optional notification and distribution – eMail links Optional dynamic data transformation – makes ugly printing pretty Optional intelligent print spooler – no software on host, no host reconfiguration Optional native print stream archiving – reprint at any time Optional web-based search, retrieve, view, eMail, print, mine Optional related functionality – DSA, image OCR Flexible business models – OEM, Mfr Rep, SAAS Core expertise in COLD – 21 years, many installs Available as COLD add-on for ISVs – and priced as an add-on Compatibility – ASCII, EBCDIC, PCL, PDF, AFP, Metacode, DJ/DE, PS Vector form overlays – not images Best PCL fidelity – fonts, attributes, colors, graphics, barcodes, languages Web-based GUI administration – no programming, no scripting, no client software Scalability – multi-threaded, RDBMS, J2EE, fast PDF conversion Flexible output formats, RESTful URI API Optional notification and distribution – eMail links Optional dynamic data transformation – makes ugly printing pretty Optional intelligent print spooler – no software on host, no host reconfiguration Optional native print stream archiving – reprint at any time Optional web-based search, retrieve, view, eMail, print, mine Optional related functionality – DSA, image OCR Flexible business models – OEM, Mfr Rep, SAAS

52. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Web Log-in, password, 128-bit SSL encryption Browse, Simple Query, Smart Query, Advanced Query, Full Text Search Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents Image OCR option – for full text search of images View multiple documents of any type as a single PDF or side-by-side Workflow, searchable case notes and annotations My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email New user auto-registration, change user password System Administration tools Automatic session termination, support for authentication cookies Log-in, password, 128-bit SSL encryption Browse, Simple Query, Smart Query, Advanced Query, Full Text Search Search – Boolean, relational operators, wildcards, partial keywords, date/day ranges, file -extensions, includes/excludes, delimited search, hit list sub-search, save query, auto-run Full Text Search – COLD, OCR’d images, MS Word, email, PDF and text documents Image OCR option – for full text search of images View multiple documents of any type as a single PDF or side-by-side Workflow, searchable case notes and annotations My Cart – Checkout; Export selected data to Excel; PDF batch print, save or email New user auto-registration, change user password System Administration tools Automatic session termination, support for authentication cookies

53. Login Screen

54. Applications

55. Drawers

56. Folders

57. Documents and Pages

58. Open All – View Greenbar COLD Reports as PDF

59. Open – View COLD Reports with Form Overlays as PDF

60. Open - View Images as PDF

61. Open Selection

62. Simple Query – Select Field

63. Simple Query – Select Operand

64. Simple Query – Enter Value, Click Query, See Results

65. Simple Query – Sub-Search Documents in Hit List

66. Simple Query – Results of Hit List Sub-Search

67. Page Note

68. Smart Query

69. Simple Query – Results

70. Search

71. Search - Results

72. Add to My Cart

73. My Cart

74. My Cart – Checkout to Excel

75. My Cart – Checkout to PDF

76. My Cart – Export Content to Excel

77. My Cart – Export Content to PDF

78. Send Documents as eMail Attachment

80. Change Your Password

81. Administration Functions

82. Document Solutions Document Solutions Confidential Property of FileMark Corporation Transforming Business Documents into Organized Information Assets Transforming Business Documents into Organized Information Assets Document Solutions Document Solutions www.filemark.com 508-865-4844