OnBase 13 Overview - ImageSoft, Inc€¦ · OnBase Advanced Capture Automated document...

What’s New in OnBase 13 “The Skinny on OnBase” with Colleen Alber

OnBase 13 The Difference

is in the Details

New Look

New Product Icons!

OnBase Product Categories

Capture Process Access Integrate Measure Store

Hyland.com

Community

Capture

Document Imaging | Unity

Batch Indexing: Layout change QA function More familiar Easier to use

OnBase Advanced Capture

Automated document Identification and Indexing HUGE increase in functionality 6 versions and ~300 Enhancements

Intelligent Capture for AP Invoice Indexing • No templates! • Pre-configured tags

and expressions • Header only • No line item data • Map DT/Keywords • Load vendor data

New Product

Interactive Data Capture

Unity Client • Type, and complete • Click on text

License Requirements Advanced Capture or Intelligent Capture for AP

New Product

Automated Redaction Burn redactions with or without user review…

AnyDoc (acquisition)

Now an OnBase capture portfolio option! Data extraction, including line items get data off documents and into OnBase or any other system

Process

Unity Forms

Drawing Control - Markup

Add text, Lines and erase

Select color and line width

Unity Forms

Attach and upload documents

Click to browse for file

Remove or change file

prior to submittal

Permanent link to

document after

submittal

Unity Forms

Click to sign

Sign with mouse, stylus,

or finger

Confirm or clear

Signature improvements

All this on mobile too!

Drawing Control Attachment

control

Signatures

Unity Signatures

Sign PDFs!

-Mouse -Signature pad -Stored signature

Requires Signature Pad Interface license Requires PDF Framework license

Unity Signatures

Sign PDFs!

Administer/Configure in Unity Client

Workflow

• New rules and actions for • WorkView objects

• Document Transfer

• Custom window titles in Unity Client

• Supports client-side execution of Unity Scripts from User Ad Hoc Tasks

Workflow/OnBase Studio

Workflow Studio is now OnBase Studio To allow for non-Workflow configuration in future

Visual Notifications Everywhere!

WorkView | Case Manager

360 degree view of “case”

• OnBase repository, infrastructure

• Data, documents, people, processes and more

• Workflow

• Full-Text Search

WorkView | Case Manager

• Productivity features for filters

• Combining full-text and normal searching

• Filter dashboards provide multiple portlets (bar graph, pie chart, filter result list)

• Sending email with record link

• Editable filters in the Unity Client

WorkView | Case Manager

Filter Dashboards

©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.

DKT with Tests

Unity Client & Web Client (including StatusView)

Document Knowledge Transfer with Tests

Test user comprehension after reading required document.

Tests and Surveys (for DKT) Acknowledge Document Take Test Review Feedback View Later Generate Certificate

DKT with Tests

New Product

Create in Unity Client | Administration • True/false • Multiple choice • Multi-select • Essay Test certificates!

Access

©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.

Web Server

Web Client: performance

Performance improvements ActiveX Controls now 50% smaller! with support for: Internet Explorer 10 Safari 5.1.7 and 6.0 Firefox 17 ESR

1

Web Client: personalize

Conforming to section 508 requirements Improved usability for impaired users Support for screen reader JAWS Not ‘certified’ StatusView: Promote personal layouts to groups

2

Web Client: parity

Folder features Staple notes / back staples Keyboard shortcuts – first time in Web Client!

3

©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.

Unity Client

Unity Client: performance

• Performance improvements • Client consumes less memory • Lower memory usage = more reliable • Communicate to App Server faster • NT Auth reduce trips = login quicker

1

Unity Client: personalize

Personal Page

2

Unity Client

Personal Page: Change tile color

Unity Client

Personal Page: Rename tile

Unity Client

Personal Page: Configure tile

Unity Client

Personal Page: Upload tile Set Document Type

Unity Client

Personal Page: Custom Query tile Persistent search criteria Refresh results

More ways to add tiles too!

Unity Client: parity

Reverse AutoFill Lookup!

3

Unity Client/VPD

Append pages to existing document

Unity Client

Session timeout… • Free Concurrent Client licenses after 5 minutes

of inactivity • Share session w/load balancing—don’t have to

login again • User Group applies least restrictive

Pushed back to OnBase 12!

More PDF support!!

Unity Client in 13

Unity Signatures

Sign PDFs!

-Mouse -Signature pad -Stored signature

Requires Signature Pad Interface license Requires PDF Framework license

Full-Text Search

OCR, hit-highlight & navigate PDFs!

Unity Briefcase (offline)

Workflow Queues used to… – Automatically push documents to Briefcase – Sync docs to a Folio (12 SP1) or Field App (13)

Outlook Integration

1. Support for Outlook 2013 2. Reverse AutoFill Keyword Set Lookup 3. Session timeouts…

Release license, without closing Outlook application Silent release, after 5mins. Don’t have to log back in!

Full-Text Search

Free Prize Inside! OCR included, no longer requires separate Batch/Full-Page OCR license!

OnBase Client, Web Client, Unity Client(s)

Full-Text Indexing Server for Autonomy IDOL

Hit-highlight directly ON image, text and PDF (in 13) docs!

• Search highlights results on image, text & PDF (13) documents

• Even color! • Page-to-page

navigation between hits

Full-Text Search

Full-Text Search

• Full-Text Custom Queries in Web Client • Full-Text Custom Queries for DocPop • Define Full-Text OCR Formats (Configuration)

• Import a Thesaurus (from comma delimited file)

• Backup and recover of IDOL catalogs • Re-queue docs that failed indexing

©2013 Hyland Software, Inc. All rights reserved. This document contains confidential information and may only be used as expressly authorized by Hyland Software, Inc. Any other use or distribution of this document is strictly prohibited.

Mobile Applications

Mobile: Create Form iPad iPhone

Mobile: Device Registration iPad iPhone Android

1

Mobile: File Upload iPad iPhone Android

2

Mobile: Offline Access

iPad only

3

Public Sector Constituency Web Access

Browser support: iPad iPhone Windows Phone Android

Integrate

Application Enabler

Enable 64-bit applications

x64

Microsoft Integrations

Support for: Outlook 2013 Office 2013 SharePoint 2013

New licenses for 2013!

Lotus Notes Integration

Upload Folders Retrieval Attach

Complete re-architecture

CAD Integrations

Support for: AutoCAD 2013 Inventor 2013 SolidWorks 2013

Unity API

NEW! Java-based Unity API for Java applications (Write custom code against OnBase in Java environment)

Measure

Business Activity Monitoring

Visibility: Processing time Bottlenecks Thresholds Exceptions SLAs KPIs

Report Services

180+ pre-configured reports New reports in 13: Tests and Surveys Unity Briefcase ….maybe more!

Store

Records Management

Fully Automated Retention Document or Folder level Time and/or event based Multiple destruction options With or w/o approval Certificate of descruction

New OnBase Systems

Store 1 Quadrillion documents

1,000,000,000,000,000 64-bit capability

OnBase Product Categories

Capture Process Access Integrate Measure Store

Hyland.com

Community

Thank you! Colleen Alber