DocuNECT - A Turn-Key Document Management Solution for Financial Services

Easy to use and attractively priced, DocuNECT is the perfect choice to achieve great results on a tight budget. Electronic document capture and management solutions can help Banks, Credit Unions and Mortgage Companies centrally control their documentation creating scalable and cost effective operations:

System Implementation Portford Solutions has been helping Financial Institutions with document management for over 12 years. During that time we have created the i2i Methodology that ensures that every one of our implementations is on time and on budget. Teller Solutions Streamline the process for capturing Teller Receipts and use DocuNECT to print the receipts directly as a PDF right into your existing document management system (DMS). If you don't have a DMS, then DocuNECT has a full range of modules for all your needs. Electronic Forms Many Banking applications have PDF and Electronic forms that are auto-generated or as part of the end user portal. DocuNECT can gather these documents, extract data and release them to the DMS. Banking System Integration As part of the implementation, there may be a need to release data to the Banking System. Portford has worked with many systems and is expert at building these interfaces. Legacy Data Migration When such an important system is implemented, there is generally data to be migrated from an existing system. Portford is expert in making sure that this data is migrated successfully, and provides full system certification documentation. Managed Services As well as helping with technology, Portford can help scan and index archived documents and has a range of Managed Services that can be used.

For more information, please contact Sales at (949) 333-0402 or sales@portfordsolutions.com

©Portford Solutions 2013

DocuNECT - A Turn-Key Document Management Solution for Public Sector

Easy to use and attractively priced, DocuNECT is the perfect choice to achieve great results on a tight budget. With Government looking to improve process and cut cost, DocuNECT provides just the right balance of great functionality that is easy to implement and maintain:

Helping You Serve the Community National, regional and municipal government agencies all have intensive document delivery requirements designed to help them enforce, monitor, and administer compliance regulations. Many of these agencies also share a common mission-to serve the public with courtesy and efficiency in a manner that aligns with controlled budgets and remains open to community involvement. Cost Effective and Compliant Portford Solutions' DocuNECT is a cost effective document imaging and archiving system, providing solutions for small-to-medium government organizations and departments within the large agencies or the enterprise. Easy to Implement DocuNECT provides a safe, secure, and highly portable archive for document storage and management, which is both simple to deploy and easy for users to work with. Your Trusted Partner Portford Solutions provides world class solutions that grow with your organization, and we will become your trusted partner for all your Document Management needs.

For more information, please contact Sales at (949) 333-0402 or sales@portfordsolutions.com

©Portford Solutions 2013

Support Bulletin: DocuNECT Image Viewer and Java v7 update 45

The DocuNECT image viewer is written in Java and up until the latest release of Java there have been no incompatibility issues. However, we have identified an issue with Java v7 update 45.

Java, now developed by Oracle, has made changes to its security model which is causing incompatibilities with our viewer. We have recently resolved the issue in DocuNECT v4.7.1.1 and have patches available for previous versions of DocuNECT.

If you would like more information on the issue, or want to get access to the patch specific to your version, please contact our support group at:
support@portfordsolutions.com

Thanks

The DocuNECT Team.

DocuNECT v4.7 Now Released!

We are pleased to announce the release of DocuNECT v4.7. The following table provide some of the highlights of v4.7, but for a complete list of features in the release please refer to the release notes on our software site. To access the help, visit the DocuNECT Wiki.

Feature	Description
Performance Enhancements	This release provides numerous performance enhancements to manage document and user volumes. This release also increases the throughput of document import.
Security Enhancements	1. Increased encryption levels for added security. 2. Strong passwords can now be enforced for DocuNECT security. 3. Invalid user login attempts are logged. 4. Stores/displays the last time a user logged into DocuNECT. 5. Users can be prompted to change their password when logging in for the first time. 6. Improved Single Sign On (SSO) with Active Directory users. 7. Password resets can now be disabled.
Compatibility/Administration Enhancement	1. Multiple internet browsers are now supported. 2. Support for Microsoft Server 2012 and SQL Server 2012 environments. 3. Client tools now supports Microsoft Windows 8. 4. DocuNECT now supports a 64 bit server environment. 5. DocuNECT Client tools can now be installed and configured via command-line to allow it to be easily rolled out to desktops.
User Interface Enhancements	1. A "quick start" configuration option has been added to the web to guide you through the configuration process after install. 2. Page rotation now built into the viewer. 3. Action button now replaces the "right-hand" mouse click menu allow the options to be used on tablets. 4. Index values in cabinets now have selectable format masks, support decimal places. 5. Sticky fields can be either Applied to Next Document, or the Whole Batch. 6. Index values can be read-only and/or hidden. 7. Lifecycle definitions allow document ownership to be defined, as well as a document version number. 8. A automatic timestamp index value option has been added. 9. Documents now support a document owner. 10. The batch report can now be customized and is available in the web and the client tools.

If you want more information on the new version or want access to the download site, then please contact our support.

support@portfordsolutions.com

DocuNECT Capture Now Available for Documentum v7

DocuNECT Capture is now available for Documentum v7. What does DocuNECT Capture add to Documentum?

1. Capture documents from the desktop by using DocuNECT Client Tools that includes Windows Explorer integration, drag and drop from Outlook and a Virtual Print Driver. 2. Easily import and index documents from your scanner/copier devices. 3. Scan documents from the desktop. 4. Capture documents from email. 5. Use business rules to extract Documentum attribute information from the content of documents and emails. For more information, visit our web site for more information: http://www.portfordsolutions.com/software/products.html

Server-Side Printing with the DocuNECT Virtual Print Driver

The DocuNECT Virtual Print Driver (VPD) now supports a "headless" mode, which is a technical way of saying that you can switch off the interface and runs without intervention from the user. This opens up DocuNECT to server-side printing as it can capture print streams, or processes, directly into the DocuNECT repository. Rules can be applied to extract index values and data from the PDF documents before being distributed to a document management system.

If you want more information about this feature email us at support@portfordsolutions.com.

Manage Printing Costs with Equitrac

Equitrac Office print management software helps companies gain control and management of their printing to reduce costs, increase document security and enable sustainability programs. Equitrac Office delivers these benefits by automatically enforcing printing rules, authenticating users and accurately identifying and allocating document costs.
Equitrac Office delivers critical benefits by helping you:

Track print, copy and scan activity company-wide

• Allocate document costs to a department/office
• Set and enforce print/copy quotas to prevent output waste
• Make printing convenient and secure
• Redirect print jobs to more cost-effective devices
• Create useful reports

Equitrac Office software is seamlessly integrated and embedded within today's leading multi-function printers (MFPs) for unparalleled convenience and performance. Compatible with virtually all MFPs widely deployed in businesses of all sizes including healthcare and financial institutions, our software provides the ability to:

• Use the machine’s existing front-panel keypad for authorization and authentication
• Automatically capture all MFP activity and user data
• Login with PIN or swipe-card
• Allocate costs for documents produced on the MFP without any terminals to purchase, install or maintain
• Gain mobility and convenience of Follow-You Printing® (PDF)
• Enhance document security and protect personal information
• Optimize the use of devices with Equitrac's Rules and Routing (PDF)

Read More...

Kofax Mobile Capture

As mobile devices become part of our everyday life, mobile capture is becoming an interesting new concept. Kofax Mobile Capture™ turns a smart phone or tablet into a scanning device which not only captures a document, but can also extract critical data. With this powerful capability field representatives or customers themselves can capture documents, photos and data using smart phones or tablet computers to initiate critical business processes at the earliest point in the process.

Capture Information... Instantly, from Anywhere
		With Kofax Mobile Capture you are able to provide better and faster service to your customers by turning their smart phones or tablets into sophisticated scanning devices. Customers can capture documents, photos and data using smart phones or tablet computers and have the relevant data automatically extracted and sent to your business processes. They can kick off a claim process, send information for a loan application, provide proof of delivery – and thousands of other tasks – all from the palm of their hand. The power of Kofax Mobile Capture enables you to be more responsive to your customers, speed processes, reduce costs and grow revenue.
Enabling your customers to capture information at the Point of Origination™ from virtually anywhere and deliver it to your systems speeds transactions and differentiates you from the competition. Turn any smartphone or tablet into a robust information capture application Automatically optimize the images for highest quality Transform images into editable, searchable information with smaller file size Add meta data Submit the right data to business processes, archives or systems Read More...

Documentum v7

Documentum v7.0 has been released by EMC late 2012 and we wanted to explain the product background as a number of our customers are asking whether they should upgrade to it.

Documentum Content Server v7.0 is a release primarily focused on facilitating the implementation of D2 and xCP v2. There is no WebTop for v7.0, but v6.7. SP2 is certified against this build, as too is xPlore v1.3.

So if you are looking to migrate to a D2/xCP stack then we do recommend the upgrade, however, if you going to stay with the WebTop platform then we recommend staying with v7.0.

As you can see from the changes below they are focused on server operations.

• AES-128 Encryption for TLS/SSL Cryptography
• Enhanced Type Caching
• Intelligent Session Management
• LDAP Nested Group Synchronization
• Support for Kerberos in Multiple Domains
• Projection of the Dormancy Status to Connection Brokers
• Virtual Deployment
• Remote Key Management (RKM)
• ACS Server Dormancy Status
• ACS/BOCS Deep Export Support
• Documentum Messaging Services (DMS) High Availability
• Documentum Messaging Services (DMS) Can Be Installed on Content Server Host
• FIPS 140–2 Compliance
• AES-128 Encryption for TLS/SSL Cryptography
• Widening of User and Group Name Properties
• Better Installation Experience

The release notes are available in EMC's PowerLink, but don't hesitate to reach out to us if you require more information.