1. i-DOC Deployment How to prepare and deploy the best document management application for the property management industry. Presented by Gustavo Sapiurka © 2009 Domin-8 Enterprise Solutions LLC. All rights reserved.

2. 2 Who really needs i-DOC? Do you store financial records? Do you store leasing information of your units? Is your insurance information safe? If you need to audit the records for one of your sites, do you need to travel? Do you share information with your owners, BOD, regulatory agencies? Have you ever lost an important document? Where can you find information about a specific employee?

3. 3 Deploying the Application - I Defining your needs - priorities –Central Office usage AP – Invoices HR – Employee Records GL – Financials Compliance – Insurance – Residents – Fair Housing REAC MOR –Property usage Applicant Leasing First year TIC Voucher – Project Work Sheets Maintenance

4. 4 Deploying the Application - II Defining your users –Who will administer the application? Define the users in charge –Who will upload the documents? Locations How many? What type? –Who will view the documents? Corporate Regulatory Agencies Auditors Owners

5. 5 Setting i-DOC I Repositories

6. 6 Setting i-DOC II Classifiers

7. 7 Setting i-DOC III Values to the classifiers

8. 8 Setting i-DOC IV Creating a role

9. 9 Setting i-DOC

10. 10 Setting i-DOC

11. 11 Setting i-DOC Creating Users

12. 12 Sample of different Schema

13. 13 Sample of different Schema

14. 14 Sample of different Schema