Streamline The Capture And Distribution Of Document …standleydoesit.com/assets/standley-square-9-data-sheets.pdf · Streamline The Capture And Distribution Of Document Driven Information

Streamline The Capture And Distribution Of Document Driven InformationCapture Workflow enhances document capture, extracts high value data and automates its delivery to your user community. With a sophisticated pallet of scanning automation tools, Capture Workflow features advanced batch processing for expediting the capture of scanned images, emails, faxes or any other type of digital record.

Simplifying Business. Simplifying Life. www.standleys.com

Optimize Your Office Equipment

With Capture Workflow you can batch process scanned documents, improve image quality and automatically name or categorize them by type.

Automate the Flow of Business

Once captured, documents are routed for archival or can be channeled to trigger a document driven workflow

Standard Capture Workflow Activities

Optional Modules

Image EnhancementDe-skew, de-speckle and auto crop documents as they are being captured into SmartSearch

Document SeparationSeparate documents based on page count or the appearance of a barcode or a blank page

Barcode RecognitionCreate zones where barcodes can be read to extract the data used to automatically index documents

Email NotificationUsers can be notified whenever a document arrives in a specific Archive

Email ImportMonitor an email inbox (POP or IMAP) and automatically import and index the messages

Quickly Design and Deploy

Provides an easy to use interface for creating and maintaining capture automation processes through a highly intuitive drag & drop design tool

Extract High Value Information

Extract critical information from records with optional modules for template based OCR and full text PDF creation

Import Document by File Name Import bulk records and automate their indexing by automatically extracting the file name

Auto Import Data & DocumentMonitor a “hot folder” for incoming records and automatically index the files

Route and ReleaseSend your documents directly to a SmartSearch Inbox, Archive or to a network directory

PDF Creator automatically convert TIF or PDF based image files as they are being scanned into the SmartSearch repository

Zonal OCRExtract data from images with consistent capture structures through Optical Character Recognition

Authorized Reseller Capture WorkflowDocument Capture Automation

Contact your Standley Systems Representative for complete details on how to upgrade or purchase Capture Workflow today!

Phone: 1.800.522.3725

With its graphical approach, GlobalAction creates and maintains a variety of next-generation workflow processes, from the very basic to the most complex. An entire workflow design can be seen at a glance, even those with detailed branching.


Simply create an initiation point and add your choice of Workflow Nodes to the design palette to establish touch points for each decision or action.

By linking the Nodes with Connections, you can create a path for your documents that follows the flow of your business information processes.

Individual Queues can be created for sub-processes within a workflow, each with their own security and parameters, enforcing rules while setting individual criterion for what a user can see or do.

Design an end-to-end visual representation of your business process that’s ready for action!

Featuring a fully web based, zero footprint design surface, GlobalAction offers a true cross-platform interface that can be accessed from PC and Mac devices. With On Demand Localization, the GlobalAction interface can be instantly switched from English to any number of world languages including; Spanish, French, Portuguese, Italian, German and more. No matter where you are, GlobalAction is ready and waiting.

Top New Features in GlobalAction

Web-Based Designer

Inject GlobalForms

Multi-ThreadedEngineTriggers

Graphical presentation of the process from start to finish makes it easy to create, troubleshoot, or revise a workflow activity. This expanded process palette provides superior visualization on a singular web based canvas.

With the GlobalForms Node, administrators can insert a web form activity, emailing a link for users to enter required information. A PDF record of the form, including attachments, becomes part of the project documentation.

As a truly enterprise solution, GlobalAction is fully extensible and can be scaled to meet the needs of any sized organization.

GlobalAnalyticsGlobalAnalytics produces dashboard views of your GlobalAction process queues, giving you instantaneous visibility into your transactional activity.

GlobalAnalytics adds business intelligence to GlobalAction Workflows by providing management reports on document driven processes.

Authorized Reseller GlobalActionBusiness Process Automation


Key Features & Benefits

Nodes are the individual elements that compose the user’s specific workflow structure. They are dragged from the Nodes pane, onto the Design Canvas, creating the flow of information as the user intends.

Designated Workflow Properties introduce added security and workflow specific values to a record, while simplifying the overall database design.

New security level allows you to define which users can participate in a specific process or sub process within the workflow.

Makes creating and editing processes efficient, simple and far less time consuming, translating into savings of project delivery costs.

Event Triggers add flexible intervals between workflow actions based on the timing of a process. A process can be set to notify a user once a day, once an hour, or once a minute. Notifications can be scheduled to escalate over time.

Connections are the links between the different Nodes on the Design Canvas. They are represented by arrows pointing towards the direction of the workflow, with labels explaining the action between Nodes.

With GlobalAction, Automating Your Business Processes is a Snap!

Nodes

Workflow Properties

Work QueueSecurity

Drag & Drop Interface

Timed Event Triggers

Process Connections

Authorized Reseller GlobalActionBusiness Process Automation

Contact your Standley Systems Representative for complete details on how to upgrade or purchase GlobalAction today!

Phone: 1.800.522.3725

GlobalForms puts the power of web form creation at your fingertips. Via a simple browser based interface, GlobalForms gives anyone the ability to create rich, dynamic web based forms.


Create customized forms through a highly intuitive drag & drop web interface with a tech forward, monochromatic look and feel

Data captured through web forms is used to populate any PDF document without the need for an Adobe license

GlobalForms 6.1 presents a web forms experience built with increased speed, improved browser support, flexibility in security and better usability with light weight styles, formatting and template concepts. Delivering advanced workflow functionality, where web form routing is streamlined, through features such as Quick Approve, Fast Finish, and advanced approvals and escalations.

Browser Based DesignerDrag and Drop

Design Themes

Business Rules and LogicDatabase ConnectivityWorkflows and Signatures

Expense ReportsHR OnboardingPurchase & Sales OrdersMortgage & Loan ApplicationsPatient RegistrationTime Sheets & PTO Requests

Common Applications

Establish commands to drive actions such as routing forms, and sending email notifications and circulating for approval

Efficient formatting styles & performance, with decorators and test views for formatting forms in tablets, smart phones and desktop

Now with the ability to route to external users, provide detailed stepped escalations, should a form/task not be executed, and provide users with summary steps and the ability to reject items.

Supports different LDAP/AD authentication per tenant, assigning each a different authentication source. Security per form/flow is now improved to not just allow private, public or public with tenant, but also by role/user account.

Provides additional palette tools to help improve overall usability with items such as advanced rules creation, page break, fast finish and Form Viewer, which allows users to preview the resulting PDF before a form is submitted,

Enriched interface navigation, tech-forward, monochromatic style interface, decorators and test views for formatting forms in tablets, smart phones and desktops, make for a more modern look and feel.

Core Features

Workflow & Escalations

Enhanced Security

Modern Form Features

Enriched Look & Feel

Authorized Reseller GlobalForms 6.1Dynamic Web Forms

Contact your Standley Systems Representative for complete details on how to upgrade or purchase GlobalForms 6.1 today!

Phone: 1.800.522.3725

Unplug from the network while staying in contact with your documents,GlobalSearch keeps you connected and productive wherever you are!


Get ConnectedGain immediate access to your business information

regardless of the device in use. As a true cross platform application, GlobalSearch supports Internet Explorer,

Chrome, Safari, and Firefox allowing full access from any

mobile device.

Extend Your AccessEnjoy untethered access to your documents no matter where you are in the world

with a secure connection to your most critical content. The GlobalSearch platform

is optimized to deliver a desktop experience through

the power of the browser.

Keep Things MovingNeed to approve an invoice or review a contract, on the go? GlobalSearch gives you total workflow functionality

including automated routings, notifications and escalations Work doesn’t have to stop just because you’re out of the office.

Square 9′s GlobalSearch platform extends the reach of your document management installation beyond traditional LAN, WAN or VPN access. As the next generation of ECM technology, GlobalSearch is optimized for the browser.

Regardless of web platform or device, GlobalSearch provides the speed of a desktop experience for mobile users, whether on Internet Explorer, Chrome, Firefox or Safari.

Top New Features in GlobalSearch

Extend your document indexing abilities by rapidly extracting high-value data with one click, through the browser, while minimizing the opportunity for manual entry errors and capturing accurate data that can be shared with other applications.

A convenient new web-based interface allows System Administrators to easily set and edit permissions for users with access to SmartSearch and GlobalSearch. Additionally, the introduction of Square 9 Users simplifies the process of allowing non-network users access to documents maintained within these protected environments.

Monitor captured documents in transit to allow batches to be easily filtered by status, searched by ID, name, or date range. The Batch Manager provides confidence based reporting on the results of OCR extracted data, easily validated through the browser. New performance reporting also graphs document capture metrics to optimize processes.

KeyFree Indexing

Web-Based User

Web-Based Batch

Authorized Reseller GlobalSearchMobile Document Access


Get anywhere, anytime access to documents from any browser, iOS or Androidpowered device and keep the flow of your business information moving!

Remote Access

Execute Workflows

Full Feature Editing


As the next generation of ECM technology, GlobalSearch is optimized for the browser. Regardless of the web platform in use, GlobalSearch provides the speed of a desktop experience on a laptop, tablet or mobile device.

With documents in hand, users can securely take whatever action necessary to continue the flow of business information. Through fully automated routing, users receive instant notification of a pending process and are empowered to make an immediate decision by executing a workflow command.

The inherent strength of GlobalSearch allows users to work with their documents much like they would with a hard copy version. Quickly navigate through pages, change their orientation, view and edit index data or even add an annotation. Documents can be easily printed or emailed even from your tablet or phone.

As an extension of the SmartSearch ECM platform, remote users are bound by the same granular security model. All database, document and feature level security remains in force regardless of your location. System administrators can create Square 9 Users and set database permissions for both Square 9 Users and Windows-based users.

Security

Technology

As a true cross platform application, GlobalSearch leverages cutting edge technology to increase performance as it reduces system payload and trips to the server. Built on HTML5 and JavaScript technology, GlobalSearch also features an ASP.Net zero footprint viewer platform. This means that there is absolutely nothing to install on the client when running GlobalSearch.

Are you ready to take your business mobile?

GlobalSearch is the proven answer!

Language Localization

Dropbox and DocuSign Integration

Granular Document Security

Granular Document Security

Easily Share and Collaborate

Authorized Reseller GlobalSearchMobile Document Access

Contact your Standley Systems Representative for complete details on how to upgrade or purchase GlobalSearch today!

Phone: 1.800.522.3725

From small business applications to enterprise solutions, organizations that utilize document-intensive processes rely on Square 9 to streamline their workflows as they eliminate

inefficiencies. SmartSearch builds the bridge between people, paper and processes.

Simplifying Business. Simplifying Life. www.square-9.com

PeopleDocuments are securely

deposited in Archives you designate. You dictate

permissions, guaranteeing compliance while ensuring that documents are available 24/7. You determine who will have access to your files and what

can be done with them.

Paper

Reduce paper consumption by storing all of your documents in a

centralized content repository. SmartSearch’s broad adaptability allows you to store both scanned

and electronic documents including PDF, JPG, TIF, Word, Excel, Outlook files and more.

Processes

Drive efficiency by streamlining repetitive business processes including document routing,

notification and approval. Time spent searching for documents is drastically minimized resulting in increased productivity and

reduced spending.

Are you ready to take your office

paperless? SmartSearch is the

proven answer!

SmartSearch offers affordable, award-winning document management that can be adapted to any paper-intensive business. No matter what the size of your company, or in what field you work, SmartSearch offers value-driven solutions that are easy to use, learn and support.

Professional Edition

The perfect document management software solution for the Small to Medium Business (SMB) and departmental applications. With its modular design, the Professional Edition offers maximum flexibility in both pricing and configuration by allowing organizations to select only the tools needed for their specific business application.

Corporate Edition

Eliminate paper-based filing systems

Streamline business processes

Automate document routing and notifications

Increase document security and compliance

Easily share and collaborate on documents

Authorized Reseller SmartSearchEnterprise Content Management


Designed for organizations looking to leverage the full spectrum of what SmartSearch has to offer. A comprehensive solution which includes licensing for disaster recovery and test bench applications, the Corporate Edition delivers a tremendous balance of value and enterprise class functionality.


Top New Features in SmartSearch

GlobalAction

GlobalAnalytics

Full API Access

MFP Integration

Localization

GlobalAction is Square 9’s next generation Business Process Management engine, scaling easily across organizations of all sizes with the ability to map business process designs from any modern browser through a drag and drop interface. GlobalAction comes complete with Document History, which lists out the steps a document has taken in a workflow.

GlobalAnalytics provides dashboard views of your GlobalAction process queues, giving you instantaneous visibility into your transactional activity. GlobalAnalytics adds business intelligence to GlobalAction Workflows by providing management reports on document driven processes.

SmartSearch supports direct access to documents via the API, which is designed to be used by service accounts, specifically for the new GlobalAction workflow engine. This option allows API access to circumvent search security for specific users.

Integrate with any product, including direct connectors. Gain full capture-and-retrieval support right from the control panel of any current version of a Konica Minolta®, Toshiba®, or OKI® multi-functional printer, which acts as the catalyst for workflow automation.

In addition to English and Romanian, both SmartSearch and GlobalSearch now include options for French, Spanish, Portuguese, Italian and German languages, enhancing global readiness through localization.


Security & Auditing

Capture Workflow

Data XChange

Image XChange

Granular security in SmartSearch integrates with Active Directory greatly streamlining administration and providing users with single sign-on access. The built in audit trail proves your security is working by logging all document actions by date and user.

Now with KeyFree Indexing capabilities, GlobalSearch extends the reach of your SmartSearch installation beyond traditional LAN, WAN or VPN access by delivering anywhere, anytime access to documents from any browser or mobile device, increasing productivity while staying in constant contact with critical documents.

Completely automate the capture and indexing of documents from any source including Multi-function Printers, desktop scanners and line of business print output, using intelligent batch separation, image cleanup, zonal OCR and barcode recognition to eliminate the need for user intervention while maximizing your return on investment.

Using a key piece of data, SmartSearch can perform a database lookup either internally or to any OLEDB or ODBC compliant database to re-purpose data into SmartSearch index fields, saving time and eliminating indexing errors.

Click on any piece of data in your line of business application (accounting, CRM, HRM) and instantly retrieve all matching documents in SmartSearch, reducing training requirements and increasing end user adoption.

GlobalSearch

Authorized Reseller SmartSearchEnterprise Content Management

Contact your Standley Systems Representative for complete details on how to upgrade or purchase SmartSearch today!

Phone: 1.800.522.3725