Fortis Office seamlessly integrates Fortis with Microsoft Office With Fortis Office, you can simply click the Send To Fortis toolbar button within Word, Excel, Outlook or PowerPoint and capture the file directly to a Fortis database or to an In Basket. As theres no need to switch between applications, capture efficiency is greatly increased.

Indexing and Storing

Content that is captured to Fortis is identified with associated index data so that it can be easily stored, retrieved and managed. The indexing process is essential to how users search for and retrieve information. The database allows documents to be indexed, or described with keywords, for faster searching and retrieval.

The descriptive information about documents is entered into fields defined by an administrator. Fortis provides numerous methods for indexing documents. Users can index documents manually or automatically, and documents can be indexed in batches to speed up the indexing process. Using templates and processing scripts can further increase the indexing process speed.

Retrieving

Targeted searching is the most efficient way to gather information. Fortis lets users define and perform queries to retrieve documents by searching the index data, by searching the text contents (with Full Text Search) of documents, by searching the text content of annotations or by performing a combined search.

Advanced search lets users quickly search different types of documents at once and easily narrow the search results. Users can also retrieve related documents from the document viewing window. With Fortis QuickFind, users can search for documents right from their desktops. With a multitude of search options, users can be sure to quickly find the documents they need to complete a task.

Viewing and Editing

The Fortis Document Viewer provides complete functionality for accessing and viewing all types of documents. With an intuitive interface, users can easily view, annotate, edit and index documents. And more than one person can access and view the same documents at the same time.

Depending on the page type, users can cut, copy, paste, delete, or enhance pages within a document. Users can also insert, replace, burst or reorder pages, remove blank pages, and rotate an entire document.

Fortis versioning feature protects a document from simultaneous revisions. With versioning, users can maintain multiple versions of a document. Modifications to a document are controlled by check out and check in procedures.

The Document Viewer also lets users add a variety of annotations to documents. Users can attach notes, freehand drawings, lines, and stamps to a page, and highlight or redact sections of pages. Users can also include OLE objects from other applications as annotations. Security features for annotations include an Always Visible attribute, so a user cannot hide an annotation, and a Protected attribute, so that only the author of the annotation or the administrator can modify or delete it.

Features and Functions of Fortis

Fortis is key to optimizing business processes, improving information retrieval and expediting the delivery of information.

Capturing Content

Fortis uses a database to organize documents that are brought in, or captured, to the document management system. Paper documents are often scanned, while electronic files are often imported directly into the system. Fortis makes it easy to capture documents and data into the system. With the ability to scan, fax or import documents as well as import documents and data into the system, organizations can be sure all critical information is securely stored and properly managed. Fortis users can capture a wide range of electronic content, including Word or Excel documents, HTML, black and white images, color images, and more.

With built-in Microsoft Office integration, users can also automatically capture Word, Excel, Outlook and PowerPoint files from within the Office application directly to Fortis, thus automating the capture of data and eliminating the need to switch between applications.

Fortis also provides several capture features to improve document quality, aid in data capture, and improve efficiency: Optical Character Recognition (OCR), Bar Code Recognition (BCR) and Image Enhance.

Find business critical information in seconds from your desktop Targeted searching lets you efficiently find the information you need. Using Fortis QuickFind, query a Fortis database right from your desktop. Click the desktop icon, type in the key information you are looking for and within seconds, the documents display for you to review.

Easily modify documents with the Launch feature With this feature, you launch an application, such as Microsoft Word or Excel, to edit the document and save your changes. Your changes are then automatically saved to Fortis. Theres no need to re-import the file.

Collaborate with a wide variety of annotation tools Add notes, stamps, or highlight a specific area of your document so that others know whats been done with the document or the next steps needed in the process.

Sharing and Collaborating

Information in Fortis can be easily shared with colleagues, partners and customers on a LAN, WAN or across the Internet with Fortis Web.

Documents can be shared with others by printing, faxing, sending via e-mail, sharing on a network and embedding them as OLE objects. Users can also export documents in a variety of formats, including PDFs and TIFFs, and can export index data along with the document.

Fortis Inflo is a workflow solution that can route, manage and collaborate information within a business process. An organization can diagram the business processes so that users can digitally work together on projects. Automatically move documents, change index data, send e-mail notifications and perform other processes.

Integrate line-of-business (LOB) applications, such as accounts payable/receivable, customer relationship management (CRM) and case management systems, with Fortis using the seamless image integration capabilities of Fortis EnableIt without requiring custom or costly integration work. Users can instantly retrieve Fortis documents while working in their business critical applications. EnableIt also provides the ability to pass data from the core business application to Fortis and vice versa, scan and index documents into Fortis, import documents, update data and many other integration techniques.

EnableIt can be used to unify disparate desktop applications into a cohesive system, automate redundant tasks, increase workflow efficiency, decrease data integrity errors and allow data to be re-purposed.

Securely share information down the hall or around the world Todays business climate calls for instant access to key information at anytime from anywhere. Fortis Web lets you view and edit documents securely from an Internet browser.

Track activities with Audit Trail
With Audit Trail, you can track when a user indexes a new document to a database, modifies a documents index data, deletes a document from a database, views a document, prints a document and many other related activities.

Securing Content

The Fortis systems security capabilities provide a powerful yet flexible blend of user access management and control for any Fortis installation. This security is provided by assigning Fortis users a password and database access and by varying their functional and feature access permissions. With multiple levels of permissions, you can be assured your documents are protected from unauthorized access and alteration.

Audit Trail enables administrators to set up an audit log so that Fortis tracks a variety of user activities performed on documents, such as indexing, modifying, deleting, viewing, faxing, forwarding, emailing and printing.

• Fortis ERM

  Electronically capture all your business documents

• Fortis Office

• Fortis Inflo

  Automates workflow

• Fortis Approveit

  Automates authorization processes

• Fortis Web

  Provides Web-based access to documents in Fortis

• Fortis CDexpress

  Provides data distribution

• Fortis Enableit

  Integrates Fortis with third party applications