Webinar: Tracking Medical Devices – How to Manage UDI Compliance Readiness

Location and Date: Orange County, CA - 4 November 2015, 11:00am-11:40am PST – Portford Solutions Group Portford Solutions Nick & Bruce Bolton and Axcent Advanced Analytics Joe Buonomo to co-host an online event about how the rapidly changing FDA regulatory requirements affecting medical device tracking will be accommodated by Portford Solutions’ agile-based development strategy and implementation for their best-in-class SaaS solution.

The first in a series of Webinars to be held on November 4, 2015 to discuss the important regulatory requirement of coming into compliance for with the new FDA regulation for Unique Medical Device Identifier requirements. Portford Solutions will be sponsoring this first in a new Symposium series and will discuss how their current offering complies with the beginning of the FDA requirements for device tracking. Central to this offering is the creation of a Software as a Service (SaaS) platform, a cloud-based solution that is a best-in-class model for both its cost-effectiveness and ease of deployment to solve a wide range of medical device business challenges.

Portford Solutions Group is sponsoring this program, presented by two of its founders: Bruce Bolton, Executive VP – Technology and Nick Bolton, Executive VP – Consulting; Axcent Advance Analytics Joe Buonomo, CEO and VP, Business Solutions, a long-standing expert in FDA regulation and guidance and its application within the Medical Device industry.

The Medical Device Tracking Symposium Series will be covering many topics throughout this coming year related to changing government regulations, industry guidance, infrastructure and technological challenges facing us all in this industry. The Symposium series will be a prime source for many white papers, webinars, blogs and a conference on this topic and will be available from the MedDevTrack.com website, a premier site for information and access to best-in-class software serving the industry.

We Will Be Discussing:

• What is the September 2013 FDA Final Rule on UDIs for medical devices and what does it mean for our industry?
• What exactly is the Law (regulation) and what isn’t?
• What are our timelines for compliance by device class and what are the expectations for compliance?
• Anything under considerations that may affect this changing regulatory environment?
• How can MedDevTrack and Portford Solutions help me with my compliance needs?
• What is MedDevTrack and Portford Solutions’ plan to meet or exceed compliance requirements with their solutions?
• Are there any publications available that I can take with me after the presentation to help further understand all of this in a deeper way?

Register Now!
The webinar is taking place on Wednesday 4 November 2015, 11:00 am- 11:40 am PST and attendance is free for this valuable presentation. Register now by clicking on the following URL: http://www.meddevtrack.com/registration.html

DocuNECT v4.8.3.5 Now Released!

DocuNECT v4.8.3.5 has now been released with the following enhancements:

• Multi-value pick-lists now can be driven by a CDT table or external data source. (http://docunect.wikidot.com/adminhelp:cabinets-in-v4-8)
• Added additional DocScript functions as well as an updated Lifecycle DocScript editor. (http://docunect.wikidot.com/lifecyclehelp:lifecycle-docscript-functions-v4-8)
• Added Microsoft Office integration to the Client Tools. (http://docunect.wikidot.com/userhelp:using-the-microsoft-office-integration-in-v4-8)
• Added TWAIN support for scanning in the Desktop Capture application. (http://docunect.wikidot.com/userhelp:using-desktop-capture-in-v4-8)
• Added image manipulation features in the Desktop Capture application, such as page re-ordering, re-scanning/upload, rotation, create new document from pages etc. (http://docunect.wikidot.com/userhelp:using-desktop-capture-in-v4-8)
  

Technical Compatibility

• Test new browser versions, including Microsoft Internet Explorer 11, Firefox v38.0 and Google Chrome v43.0.
• Client tools tested in Windows v8.1.

More information, refer to our Component Compatibility guide.

DocuNECT System Diagnostics Connector Now Released

The System Diagnostics connector is now released for DocuNECT v4.8. This connector analyzes the current environment and identifies any issues that may effect the performance and functionality.

• Details the station information.
• Details connector information and identifies inactive connectors (set to Inactive or do not have any connector runs).
• If the connectors are active, analyzes the connector logs for any errors.
• Details the number of roles and users. Lists users who have not logged in for over 30 days.
• Details the storage location and warns of the storage capacity is below 25%.
• Analyzes the application logs and lists any errors found.

The information can be emailed to a group of users internally and directly to our support. This allows our support team to analyze the reports and identify potential issues before they start to impact the environment. 

This connector is free of charge so if you want to install it, then contact our support at support@portfordsolutions.com.

DocuNECT Export Connector for Kofax Capture

The DocuNECT Export Connector for Kofax is now available for DocuNECT v4.8 so you can take advantage of the full power of the Kofax platform for use with Portford's Medical Device Tracking and Financial Services solutions based on the DocuNECT Lifecycle platform.

For more informaiton visit our wiki: http://docunect.wikidot.com/adminhelp:installing-the-docunect-export-connector-for-kofax

Portford Solutions Recognized by EMC® Enterprise Content Division for Excellence in Innovation

LOCATION – MAY 6, 2015 – Portford Solutions Group Inc. today announced that it has been recognized with a Partner Innovation Award by the EMC Enterprise Content Division (ECD). Portford and other winners were announced this week at Momentum at EMC World 2015.

The DocuNECT Lifecycle was awarded the Best ApplicationXtender® Solution for excellence and innovation in solution development, design integration, and best practices for implementation and deployment. DocuNECT Lifecycle is a value-add solution for ApplicationXtender that captures, classifies and distributes electronic documents from a number of sources including cloud based services, business applications, and user’s desktops. DocuNECT’s powerful dashboard and reporting capabilities helps track and audit documents from their source right into ApplicationXtender.

“We are delighted to receive this EMC award and are committed to helping customers realize the maximum potential of their ApplicationXtender solution,” said Bruce Bolton, Executive Vice President of Technology for Portford. “DocuNECT Lifecycle has helped customers add new business processes to ApplicationXtender to extend it use throughout the organization.”

"As content management moves from the first to the third platform, we are heavily reliant on our partners to develop and implement innovative solutions that will help our customers get there efficiently,” said Jason Capitel, Chief Revenue Officer, EMC Enterprise Content Division. “We’re thrilled to recognize Portford Solutions for its visionary approach to the ApplicationXtender solution set.”

ApplicationXtender (AX) Preferred partner solutions, such as those offered by Portford, are pre-tested and proven, so organizations can feel confident that these solutions will easily integrate with ApplicationXtender. Using ApplicationXtender, instant document management is easy to deploy, seamless and secure. Most solutions deploy in days, not months, making them ideal for organizations with stretched IT staffs. Find industry and business solutions that enhance ApplicationXtender in the EMC Enterprise Content Solution Catalog.

About Portford Solutions Group, Inc.
Portford Solutions is one of the leading document management service providers that specializes in products within EMC’s Enterprise Content Division. Portford Solutions provides a complete, end-to-end document management service set to its customers, including strategic consulting, implementation, system integration, and support. Portford Solutions has offices located in Ontario, CA and Aliso Viejo, CA.

Website: http://www.portfordsolutions.com

EMC and ApplicationXtender are trademarks or registered trademarks of EMC Corporation in the United States and other countries. All other trademarks are the property of their respective owners.

Portford's Medical Device Tracking Solution Now Available on DocuNECT v4.8

Portford's 21 CFR Part 821 compliant Medical Device Tracking solution is now available on the DocuNECT v4.8 platform.

Manufacturers are required to track the disposition of compliant devices from manufacturing, through distribution, implanting and patient monitoring. The purpose of device tracking is to ensure that manufacturers establish tracking systems that will enable them to promptly locate devices. Tracking information may be used to facilitate notifications and recalls ordered by the FDA in the case of serious risks to health presented by the devices.

Portford's tracking solution is currently being used by device companies to manage the tracking/follow-up workflow defined by the Part 821 regulation. The solution is now available on Portford's new DocuNECT v4.8 platform.

DocuNECT v4.8 provides the following benefits:

Enhanced Web Service Integration Capabilities to make it even easier to integrate DocuNECT with third party systems to validate patient, physcian and device distribution data.

Enhanced Management Overview with dashboard, provding graphs and reports on the current status of device disposition.

Performance and Security Enhancements have been added to the product to increase security and system response.

On the technical side, the platform is now compatible with the following technologies:

• Microsoft Server 2012
• Microsoft SQL Server 2012 SP1 and 2014 - The image viewer in DocuNECT Web now supports up to and including Java 8
• DocuNECT Web works with Microsoft Internet Explorer 11, Mozilla Firefox v29.0, and Google Chrome v35.0 - Client Tools is now compatible with Microsoft Windows v8.1

If you would like more information on how you can use DocuNECT with your Documentum environment, then contact our sales group sales@portfordsolutions.com.

Top 5 DocuNECT Business Use Cases for Documentum

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum D6/D7 system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Accounts Payable System Integration and Email Capture
Business: Fund Management Company
Functionality Used: Email Capture and Business Application Integration

A fund management company utilizes Documentum to manage the electronic capture, review and approval of invoices on both the fund management and corporate areas of the business.

They use DocuNECT’s email capture functionality to allow users and vendors to email invoices directly into the accounts payable Documentum workflow solution. In addition, DocuNECT is used as a platform for retrieving and uploading data to the Unit4 CODA accounts payable solution.

2. Automated Imports and Desktop Capture
Business: One of the Largest Home Builders in the US
Functionality Used: DocuNECT Import Module and Clients Tools

The company profiled in this case study is one of the largest home builders in the United States. Like many organizations today, this home builder was faced with the challenge of trying to get away from managing paper which was labor intensive and time consuming. They embarked on a project to see what solutions were available to capture documents electronically from the desktop, index them and then distribute them to both Microsoft SharePoint and EMC’s Documentum document management systems.

The company first implemented DocuNECT’s Virtual Print Driver to digitize desktop document capture, which immediately reduced the amount of paper the company was moving between departments. Rather than printing the documents to paper, and then scanning them into Documentum, the documents were printed directly into Documentum using the Virtual Printer Driver. This made the documents quickly available to other users who needed access to them to make business decisions.

Read the case study: http://portfordsolutions.blogspot.com/2012/05/docunect-helps-one-of-largest-home.html

3. Multi-Function Device Integration
Business: Medical Device Company
Functionality Used: Multi-Function Device Integration

The medical device company were looking for a cost effective way to implement a distributed scanning solution for Documentum, utilizing their multi-function scanning devices. DocuNECT was implemented to allow any user within the organization to scan documents using a multi-function device and then use DocuNECT’s web-based indexing interface to index the document before they are distributed to Documentum.

4. Capturing Documents from the Desktop
Business: Mortgage Company
Functionality Used: Virtual Print Driver

The customer service representatives within the mortgage company needed to quickly add documents to the loan documents stored in Documentum from business applications and desktop applications.

Their business application generates reports/documents that cannot be exported, but need to be archived in Documentum. The DocuNECT Virtual Print Driver is used to print these documents directly into Documentum from the business application.

5. “Bulk-Import” into Documentum
Business: Pharmaceutical Company
Functionality Used: Bulk Import

The pharmaceutical company uses a number of outsourced service providers, such as Clinical Research Organizations (CROs) and Contract Manufacturing Organizations (CMOs). Documents are regularly provided that need to be migrated into the Documentum central repository.

DocuNECT is used to facilitate the bulk-import of documents, providing an import audit trail to insure that all documents are accounted for and compliance is maintained.

If you would like more information on how you can use DocuNECT with your Documentum environment, then contact our sales group sales@portfordsolutions.com.

Portford Releases DocuNECT v4.8

Portford is pleased to announce the release of DocuNECT v4.8. This release has a number of new enhancements:

Introducing the Classification Module

The new classification module allows document templates to be defined that contain business rules that can identify and classify documents. The web-based classification module presents the separation to an operator to review and modify the classification.

The Document Processing Connector

In previous versions we have split out the processing of document OCR, separation and rendering. In v4.8 we have combined all the functionality into one connector called the Document Processor connector. Additionally, this connector now supports multi-processing (with an additional license) so you can scale up the through-put of document lifecycles.

Enhanced Web Services API

We have made significant enhancements to our web services SDK. In previous versions, the SDK focused on the document upload and indexing (primarily operations in the Client Tools). However, in v4.8 we have added document search and management functionality as well.

DocuNECT Performance Enhancements

Performance in DocuNECT v4.8 has also been significantly enhanced to support more document lifecycle throughput and scalability.

Enhanced Lifecycle Functionality

Enhancements have been made to the lifecycle with more settings to support the Document Processor connector and new classification module. DocScript functions (http://docunect.wikidot.com/lifecyclehelp:lifecycle-docscript-functions-v4-8) and Tags (http://docunect.wikidot.com/lifecyclehelp:lifecycle-tags-v4-8) have also been added to provide additional functionality.

Dashboard Enhancements

Dashboards are a way to present or extend functionality within DocuNECT Web. Our standard dashboard has been enhanced to include barcode functionality and the import and export module that can be used with EMC ApplicatrionXtender, DocuNECT DM, and Documentum D7.

Technical Compatibility

We have tested DocuNECT v4.8 against the following components: - Microsoft Server 2012 - Microsoft SQL Server 2012 SP1 and 2014 - The image viewer in DocuNECT Web now supports up to and including Java 7 Update 55 - DocuNECT Web works with Microsoft Internet Explorer 11, Mozilla Firefox v29.0, and Google Chrome v35.0 - Client Tools is now compatible with Microsoft Windows v8.1 For more information on v4.8 Component Compatibility, visit the Wiki page: http://docunect.wikidot.com/adminhelp:component-compatibility-for-v4-8

DocuNECT v4.8 Tested with Fujitsu ScanSnap Manager v6.x

DocuNECT v4.8 Client Tools has now been tested with the Fujisu ScanSnap v6.x software, which makes DocuNECT Client Tools compatible with the latest version of the Fujisu ScanSnap range.

Visit the Fujisu's web site for a complete range of ScanSnap scanners:

http://www.fujitsu.com/us/services/computing/peripherals/scanners/scansnap/

For more information on our ScanSnap integration, review our original blog post:

http://portfordsolutions.blogspot.com/2012_06_01_archive.html

Top 5 DocuNECT Business Use Cases for ApplicationXtender

DocuNECT is a powerful document processing and integration platform that can be used in a number of different ways to add value to your EMC Documentum ApplicationXtender system. We have picked 5 business use cases from our customer base to demonstrate the flexibility and capabilities of DocuNECT.

1. Electronic Document Capture

Business: Insurance Company Functionality Used: Email Capture and Virtual Print Driver An insurance company utilizes ApplicationXtender to provide a repository of customer insurance policies. The company wanted to move towards an electronic capture solution to reduce the amount of paper scanning. They implemented an email capture process that allows users to email documents to a central email address that is monitored by DocuNECT. DocuNECT analyzes the body of the email looking for words and phrases defined in business rules to automatically classify the document type and extract the index data. Their insurance business application generates reports that cannot be exported, but need to be archived in ApplicationXtender. The DocuNECT Virtual Print Driver is used to print reports directly into ApplicationXtender from the business application. The content of the report is analyzed by DocuNECT to extract and assign document index data.

2. Automated Import

Business: Credit Union Functionality Used: Electronic Forms Import The credit union uses different types of electronic forms generated by IMM Online (http://www.immonline.com) and DocuSign Fetch (http://www.docusign.com). DocuNECT sweeps the import locations and imports the different documents into ApplicationXtender. The DocuSign documents are delivered in a ZIP format containing two documents, the original and the signature page. DocuNECT extracts the two documents from the ZIP file and appends them together before importing them into ApplicationXtender. Business: Credit Union Functionality Used: Member Receipt Import and Publishing The credit union produces electronic receipts from each member transaction at the branch. DocuNECT automates the import of these receipts into ApplicationXtender for archive and also publishes the receipts to the credit union's internet based banking system.

3. Automated Export

Business: Tax and Flood Company Functionality Used: Automated Export The tax and flood company stores documents related to different vendors and customers in ApplicationXtender. Once the title process is complete the documents need to be returned to the lender/customer, who each have a specification on how they want to receive the information. The DocuNECT export process allows administrators to set up specifications for each lender/customer that include the format they want the documents and indexes, which AX application to export from, document conversion requirements , whether the package needs to be ZIPed, and how to deliver the package back to the lender/customer (FTP or sFTP/SSH).

4. Business Application Integration

Business: Commercial Broker Functionality Used: SAP Integration The commercial broker uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to SAP (http://www.sap.com) FI finance system.  Business: Credit Union Functionality Used: Microsoft Dynamics GP Integration The credit union uses ApplicationXtender repository and Workflow Manager to manage their invoice approval process. DocuNECT is integrated with the Workflow Manager application to upload invoice header and account allocation information to Microsoft Dynamics GP (Great Plains - http://www.microsoft.com/en-us/dynamics/default.aspx) finance system.

5. Document Classification and Data Extraction

Business: Mortgage Provider Functionality Used: Classification Templates The mortgage provider wanted to increase the efficiency of their loan origination process by automating the import, classification and indexing of loan origination documents. DocuNECT's classification and extraction functionality was utilized to create templates to identify different types of loan documents. Once classified, additional rules were applied to extract data from the documents for upload to their loan origination system for processing.

If you would like more information on how you can use DocuNECT with your ApplicationXtender environment, then contact our sales group sales@portfordsolutions.com.

FDA Release Final Rule on Unique Device Identifiers (UDI)

The Food and Drug Administration (FDA) has released a final rule requiring that most medical devices distributed in the United States carry a unique device identifier, or UDI. It also applies to certain combination products that contain devices and to devices licensed under the Public Health Service (PHS) Act (e.g., donor screening assays).

A UDI system has the potential to improve the quality of information in medical device adverse event reports, which will help the FDA identify product problems more quickly, better target recalls and improve patient safety. In developing the proposed UDI system, the FDA worked closely with industry, the clinical community and patient and consumer groups, and conducted four pilot studies.

For more information, review the full article on the FDA's web site:
http://www.fda.gov/MedicalDevices/DeviceRegulationandGuidance/UniqueDeviceIdentification/default.htm?utm_source=Members-Only Updates
Portford's own DocuNECT Medical Device Tracking system is completely flexible when it comes to assigning device IDs and can fully support the UDI guidelines as outlined by the FDA.

If you use our Medical Device Tracking solution and want to find out more information then don't hesitate to reach out to us at: support@portfordsolutions.com.

Using DocuNECT to Capture Email

Email can be a very effective document capture method because it provides a familiar interface for customers and/or vendors to send documents directly into a document management process. DocuNECT provides three key benefits/features that can help automate this process:

1. Manage / Filter your E Mails - DocuNECT can filter documents based on business rules so you can make sure that only documents you are expecting make it to your document management system.
2. Combine Attachments / PDF Rendering - DocuNECT can render multiple email attachments in different formats to one PDF format. The email body can either be placed at the front or the back of the PDF document. This allows the email and associated attachments to delivered to the document management system as one document.
3. Extract Data - DocuNECT's data extraction engine can be use to extract information from the email body or any of the attachments for auto-indexing of the documents.

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.

Create a Central Document Management Repository through Migration

	Document management is becoming a commodity, which can create a problem for companies who are looking to centralize their documents into one repository. Commoditization helps make document management solutions accessible, allowing them to quickly spring up in different departments, divisions and locations. With the cloud providing more and more online solutions, a department looking for document management does not have to rely on IT for hardware. Internally, many organizations have Microsoft SharePoint and/or another document management system such as Documentum, OpenText or FileNET to manage documents. In addition to these controlled document management systems, there are network file-shares, cloud storage, and FTP sites that can also store and provide access documents.
The more content each solution stores the bigger the problem becomes, compounding the challenge of centralized document management. Each individual solution provides it own value, but does not allow a unified approach to managing documents and associated data.
Two BIG Reasons to Migrate
	Save on Maintenance and Resource Costs. Multiple document management solutions mean multiple annual maintenance bills that can mount up. Consolidating in one repository can allow you to retire solutions to save on maintenance and reduce hardware. Multiple systems also require resources with multiple skill sets, and possibly require more consulting time to support and maintain.
	Realizing the Value of One Central System. One repository provides a global view of documents that facilitates better searching, allows better data integration, and also creates a foundation to facilitate initiatives that are not possible when documents are split between repositories. These initiatives include workflow, retention management and information discovery that can work on the complete scope of documents rather than just a smaller subset.

How Can We Help?
DocuNECT is a solution to manage the capture and migration of documents from a number of different sources and document management systems. DocuNECT works in conjunction with our Idea to Implementation (i2i) methodology that has a complete reconciliation process that can help satisfy quality organizations that the documents have been moved from one system to another without the “chain of custody” being broken.

Ten Features of DocuNECT for Migration
1	DocuNECT can migrate documents and meta-data to and from popular document management systems.
2	DocuNECT can also interrogate file-shares, FTP/sFTP sites, user’s machines and cloud storage for documents to migrate.
3	Users can also manually migrate documents from their email, their file systems, or use the Virtual Print Driver to print documents directly into the new document management system.
4	Business rules can be applied to automatically classify documents and extract meta-data to allow it to be correctly placed into the target document management system.
5	Users can verify/change information using a web-based application before it is finally distributed.
6	Documents can be converted to and from a number of different formats.
7	Documents can be appended together, or broken apart, to better represent their classification and associated meta-data.
8	Data can be distributed to, or accessed from, business applications.
9	Duplicate documents can be identified and either ignored or reviewed before being distributed to their final location.
10	If the "out of the box" features are not enough, DocuNECT has a powerful Microsoft .NET API to allow documents and data to be exported or distributed to "home grown" solutions.
Want to see a complete features list?
Take the First Step Towards a Centralized Solution
Contact one of our consultant that specializes in migrations to understand how you can take the first step towards a centralized solution. The consultant will work with you to understand the scope of your migration project and suggest the right approach to get your migration on the right path.
Email: sales@portfordsolutions.com
Telephone: 909 484 9929

DocuNECT Feature List

Check out the list of features currently in DocuNECT (v4.6). There are only two editions of DocuNECT, one for document capture and one for document management. We want to reduce the number of modules people have to purchase to make it easy to plan your document management implementation.

Although DocuNECT is already rich with features, we have a solid roadmap that will continue to address your document management needs.  

DocuNECT Capture Feature List 
DocuNECT DM Feature List