1. 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 Approval Workflow

2. Document Solutions Document Solutions Confidential Property of FileMark Corporation Check your workflow queue {Type: Step name, % (wildcard) or use saved search}

3. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Desktop Client workflow queue

4. 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 Select next step from drop-down list Desktop Client workflow case notes

5. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Browser Client workflow queue Check your workflow queue {Type: Step name, % (wildcard) or use saved search}

6. Document Solutions Document Solutions Confidential Property of FileMark Corporation SMARTi Browser Client workflow case notes Select next step from drop-down list

7. Document Solutions Document Solutions Confidential Property of FileMark Corporation Workflow Setup and Definition Timed email notification and escalation options Step/State name Select as first automatic Step for report distribution

8. Document Solutions Document Solutions Confidential Property of FileMark Corporation Edit Query Security to define user/group workflow rights