1. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Document Migration into WorkSite

2. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com  Software Purpose  Features & Benefits  System Requirements  Straight to Demo Straight to Demo  Contact Info

3. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Scenario  A company is migrating to WorkSite and wants to keep their current network folder structure.

4. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Migration Tools Comparison FeaturesWorkSite Import Tool WorkSite ASCII Conversion Kit RBRO DocPort Apply dynamic profilesYesNoYes Apply Ethical Wall SecurityNo Yes Preview Results prior to ImportNo Yes Validate Profile Metadata prior to ImportNoYes Create Workspaces and Folders on ImportNo Yes Import into Newly Created Folder TreesNo Yes Import into Existing Workspaces & FoldersNo Yes Document Secure on ImportYesLimitedYes

5. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Why DocPort?  Increase user acceptance upfront by importing their familiar network file structure,  Provide dynamic profiles, metadata validation and import previews which will eliminate importing errors, and  Decrease the overall migration time by importing documents directly into a matter centric environment.

6. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com System Requirements  P4 or Higher  1+ GB of RAM  Microsoft SQL Server Client Tools  WorkSite Client Software (FileSite or DeskSite)

7. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Demo Slides

8. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Main Screen  Once logged into the server and database, DocPort’s main screen will open.

9. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Filter by Extension  Use Filter to:  exclude any files not to be included in the collection or  Select only specific files to be included  You are now ready to collect the files.

10. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Collecting Files  Browse to select the source path. Click on the Collect button. This will populate the top of the screen with folders ready to be profiled.

11. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Dynamic Profiles  Profile fields are dynamically created per document based on the existing file name, path and file extension using command codes.  Dynamic profiles can be inserted into the Description, Author, Operator, Class, Subclass Client and all custom fields 1 through to 16.

12. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Copying Profiles  Click on the top level folder, enter the profile info, use the down arrow to cascade the info to all nested files and sub-folders.

13. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Applying Dynamic Profiles  From the View box, click on Apply Dynamic Profile to populate the screen above. Review results, make changes prior to import.

14. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Filter Top View  Set View Filter  View items missing core fields (class, client/matter, etc.)  View items missing the Type/App  Add in missing info prior to importing.

15. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Adding Security  To set security on the workspace, folder or file, from the Profile Tab, click Modify, under Security. Specify security as you normally would with WorkSite.

16. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Custom Fields  If using custom fields, DocPort populates the captions that have been defined for that DB. The ellipses button displays valid items.

17. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Comments Field  The comments field can be used for any information. It is often used to capture the full path, file name and extension - %P\%F.%E

18. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Validation  Perform a validation on all profile fields and map any incorrect items to valid ones via look- up tables using the Validator wizard.

19. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Ethical Lists  Ethical Walls are created based on Client/ Matter. Security is set on import. (See MasterEthics for continued ethical maintenance.) MasterEthics

20. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Workspace/Folder Profiles  Select the fields that are to be included in the workspace/folder profiles. These profiles are nested down to the files imported within.

21. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com WorkSpace Names  Select the items that will form the workspace name using the key. For separator text, enter it into the Specific Text field.

22. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com  Import Folders – and its contents.  Import Workspaces – does the above import and creates Workspace  Include “To Be Filed” folder – for files currently in the root of the matter.  Create Workspace From Level – determines level, from existing folder structure in which to create workspaces from. Import Options  Check the Workspaces/Folders’ box to get these four import options:

23. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com  Move Files – will delete them from the network on import.  Inherit Security – will cascade security to nested folders and files.  Skip Verification – only if workspaces and folders are already generated.  Create Matter Group – to create a group per matter for security and assign the administrator.  Test – creates a test log for review. More Import Options  These are the final five options prior to import:

24. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Statistics  Click the Begin Import button. The import can be monitored from the Statistics Tab.

25. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com FileSite View  Here is a view of the imported folder structure into WorkSite.

26. R BRO SOLUTIONS INC. ©2006 RBRO Solutions Inc., All Rights Reserved Systems Design Consultants www.rbrosolutions.com Contact Us  For more information or a list of references, contact sales@rbrosolutions.com orsales@rbrosolutions.com John Russell Director of Sales and Marketing 905-420-3050 x111 jrussell@rbrosolutions.com Natalie Rattery Inside Sales 905-420-3050 x114 nrattery@rbrosolutions.com