2. Software Solutions
Instantly access all the information
dispersed throughout your organization.
Information is one of your organization’s most valuable assets and, as with any asset, it should be
thoroughly protected, meticulously managed, and easily accessible. However, as your organization
grows, so does your volume of information. This can quickly become cumbersome, especially when
employees apply their own disparate filing methods.
Without instant access to information, your employees waste valuable time searching for documents
they know exist but cannot find, ultimately leading to inefficiencies company-wide. Moreover,
business decisions suffer due to the inability to obtain needed information quickly.
Therefore , you can
TM
With ThereforeTM information management solution,
you can revolutionize the way information is managed
throughout your organization. ThereforeTM instantly
provides your employees with the ability to capture,
archive, retrieve, edit, and process documents and
information quickly, efficiently, and securely, helping
you to enhance productivity and reduce costs.
Conveniently capture and classify
Users are provided with a variety of methods for entering
information into ThereforeTM. They can simply “drag and
drop” files into a specific category within ThereforeTM, or
save documents directly from Microsoft® OfficeTM applications
by using the integrated “Save to ThereforeTM” button. Paper
documents can be conveniently scanned and classified
into ThereforeTM directly from your Canon MFP, or use the
ThereforeTM Capture Client, in conjunction with a document
scanner, for high-volume scanning and processing. Whichever method is chosen, all of your information is centrally
archived and appropriately classified for easy retrieval.
2
ThereforeTM Capture Client
3. Instantly find what you need
Effortlessly work with documents
With all your information securely stored and appropriately
indexed within Therefore™, retrieving the data you need—when
you need it—is easy. The Therefore™ Navigator enables you to
easily find your information. You can simply perform a full-text
search just as you would in your favorite search engine, or use
the user-defined index data associated with the document
you’re seeking, for more precise search results. The flexibility
of the Navigator allows you to search using the method most
convenient for you.
The Therefore™ Viewer displays documents within the
Therefore™ system, where they can be viewed, annotated,
distributed, or printed. If you want to make revisions to
a document, you can open it in its native application and
make all edits using the application’s inherent functionality.
You also have the ability to view previously stored versions
of a document, edit the index fields, or create a new version.
Utilizing this functionality is easy and intuitive, so your
employees don’t require any previous experience with
information management tools, thus allowing your
organization to quickly benefit.
ThereforeTM Navigator
ThereforeTM Viewer
Therefore information solutions help
companies all around the world to
work smarter by connecting people
and processes to information.
TM
3
4. Software Solutions
Improve document security
Seamless software integration
Therefore not only stores your documents securely, but
it also gives you complete control over document access.
Permission settings are easy to configure and highly customizable, helping to ensure that only authorized persons are given
access to view and/or modify specific documents. Permission
settings can be applied on multiple levels, starting at the
document level, ranging to entire categories of documents
or anywhere in between. It’s also possible to determine who
has accessed a specific document, and administrators can
track all documents accessed by a particular user. Security
and accountability are further enhanced with its version
control features, and every document is automatically
assigned a digital signature. In addition, retention policies
can be designed, allowing documents to be destroyed
after a predetermined time, thereby strengthening your
compliance strategy.
ThereforeTM is designed to integrate and complement many
of the software applications your organization currently
uses. It can integrate with your company’s existing ERM or
CRP system, including Microsoft SharePoint® and SAP
NetWeaver®. Microsoft Office integration comes standard,
and the optional ThereforeTM Universal Connector allows
integration with many other Windows® applications.
Scanning integration is also possible by using either a
Canon imageRUNNER ADVANCE MFP to scan, index,
and save documents directly from the device’s display,
or a Canon DR Scanner for high-speed batch scanning.
You can also integrate other third-party scanning solutions.
Additionally, ThereforeTM seamlessly integrates with the
most popular e-mail clients, including Microsoft Outlook®
and IBM Lotus Notes, as well as Microsoft Exchange Server,
to help satisfy your e-mail archiving and compliance needs.
TM
Audit Trail
ThereforeTM MFP Application Displays
(MEAP Application on imageRUNNER ADVANCE)
4
5. Access your information anywhere
Extend productivity outside the office by remotely accessing
your information from anywhere via ThereforeTM Web
Access, ThereforeTM Mobile Device application, or
ThereforeTM Anywhere.
ThereforeTM Web Access enables you to remotely access
your ThereforeTM system with full functionality. Simply
log-in to your account via any Web browser and conduct
business as usual.
The ThereforeTM Mobile app enables you to search and
view documents, and participate in workflows, all from
your AndroidTM, iPhone®, or iPad® device. The ThereforeTM
mobile app is available for download on the App StoreSM
or on Google PlayTM.
ThereforeTM Mobile Application — Document View
If you want to work on a document outside the office but
don’t have access to the Internet, you can utilize ThereforeTM
Anywhere. This feature is ideal for sales reps and other
employees who, due to travel, are unable to stay connected
to the ThereforeTM server. Documents can be taken off-line,
accessed when away from the network, edited, and then
synchronized once reconnected to the network. Whatever
the scenario, ThereforeTM helps to keep you connected.
ThereforeTM Mobile Application — Workflow Approval
ThereforeTM Mobile Application
Category View
ThereforeTM Mobile Application — Full Text Search
5
6. Workflow Solutions
Therefore Workflow
TM
Every organization has business-critical processes that are usually
divided into individual tasks, distributed, and dependent on the
timely performance of numerous colleagues. While the number
of steps and employees involved can differ from one process to
the next, the thing that remains constant is that if one link in that
chain breaks, the whole process is affected. The key to keeping
business-critical processes flowing smoothly lies in smart design,
transparency, and accountability—enter ThereforeTM Workflow.
Take a specific document, such as an employee’s expense
report, for example. That document must pass through
the appropriate internal channels before being rejected or
approved. If even one person in the chain fails to take action,
the whole process comes to a standstill and productivity
suffers. Apply that same scenario to an even more critical
business process and that standstill can have a much
greater impact on your organization.
Available with ThereforeTM Essentials Edition, Enterprise Edition,
and ThereforeTM Online, Workflow gives you the ability to design
and optimize your specific business processes, thus helping to
eliminate inefficiencies and increase productivity. Each employee
knows which task needs be to completed, the date it’s due, and
who’s next in the process. Managers can monitor the progression
of the workflow process, while administrators can keep a bird’seye view of the entire system to help prevent bottlenecks from
occurring, thereby helping to ensure that work flows smoothly.
Utilizing the ThereforeTM Solution Designer, you can digitally
design your existing paper-based business processes,
transforming them into electronic-based, fully transparent
workflows. Documents and approvals are electronically
routed to each individual involved in the process; the result
is increased accuracy, transparency, and efficiency of your
business processes.
ThereforeTM Workflow Approval
Typical Expense Report Workflow
Supervisor requests specific
documents associated with the
expense report, such as receipts.
Employee sends receipts
to supervisor.
If approved by Accounts Payable, the report
is routed to the appropriate person to reimburse
the employee for expenses.
Employee is automatically
notified via e-mail, thus
completing the workflow.
If supervisor approves the expense
report, it’s then routed to the Accounts
Payable department for review.
Request documents
Expense approved
Expense approved/paid
Accounts payable
End
Expense rejected
Expense rejected
Workflow begins
when an employee
submits an
expense report.
Start
The electronic expense
report is then routed to
a supervisor for review.
Review
expense report
(supervisor)
If the expense report is rejected by the
supervisor, it’s then sent directly to the
appropriate person within Accounts
Payable for immediate rejection.
If approved by supervisor but then rejected
by Accounts Payable, the report is sent to
the appropriate person to process the rejection.
6
The employee is automatically
notified via e-mail, thus completing
the workflow.
7. Specifications
User License Types
Named
Concurrent
Read-Only
Total License Count = Named + Concurrent + Read-Only
Integrated Workflow
Therefore™ Workflow
GUI Workflow Designer
Number of Workflows in Base Product
Security and Permissions
Windows Integrated Security (Active Directory)
LDAP / SAMBA Support
PDF Signatures
Therefore™ User Management
Product Capabilities
Offline Access of Documents
Web Access of Documents
Open File Format
Multi-format Content Viewer
Annotations (TIFF documents)
Version Control (including comments)
Therefore™ Tasks
Digital Signatures
Audit Trail
Multilanguage Support
UI Skins (Navigator, Viewer, and Capture Client)
Therefore Gadget (Windows Desktop)
Scan Formats
Single/Multipage TIFF
PDF
PDF/A-1b
Searchable PDF
Electronic Formats
Document Archived in Native Format
Database Support (minimum supported version)
Microsoft SQL Server Express 2005+***
Microsoft SQL Server 2005+
ORACLE® 10.2+
IBM® DB2 9.5+
Storage Management
Primary/Backup Support
Migration of Documents to Storage Devices
Retention Policies
DAS, NAS, SAN, and Local RAID
NetApp as Part of Service
Personal
Edition
Workgroup
Edition
Essentials
Edition
Enterprise
Edition
Online
Edition*
•
•
•
•
1
5 - 50
5 - 50
•
•
•
2 - unlimited
•
•
•
5 - unlimited
•
•
5 workflow**
•
•
no limit
•
•
no limit
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
* ThereforeTM Online will be made available to the market at a future date.
** Support for additional workflows can be purchased.
*** Maximum database size of 10GB per database in SQL Server 2008 R2 (4GB for SQL Server Express 2008 and earlier).
Hardware-utilization limits: Single physical CPU, but multiple cores allowable (SQL Server Express 2005), 1GB of RAM
(runs on a system with any RAM amount, but uses only at most 1GB).
7
8. Specifications (continued)
Integrated Scanning
Therefore™ Capture Client (Barcode/OCR)
Therefore™ Viewer
Additional Capture Integration
Kofax Capture®
Kofax® VirtualReScan® in Capture Client
Therefore™ MFP Application (Canon MEAP)
eCopy® ShareScan
eCopy PDF Pro Office
Batch Document Loading
uniFLOW
Automatic Importing of Documents
Content Connector
Batch Document Importing from Watched Folders
Capture Client (OCR/Barcode) Watched Folders
E-mail Archiving
Microsoft Outlook
Automatic Indexing of E-mail (Outlook Profiles)
Microsoft Exchange Server
IBM Lotus Notes
Additional Third-Party Integration
Therefore™ Universal Connector
Microsoft Office
Microsoft Windows® Explorer
Microsoft Dynamics NAV
Microsoft SharePoint Server
SAP NetWeaver
Objectif Lune® PlanetPress
Server Requirements
Microsoft Windows Server 2003/2008/2012 (32/64-bit)
Distributed Servers (multiple servers in different locations)
Microsoft Windows Client
Microsoft Windows XP, Windows Vista®, Windows 7,
Windows 8 (32/64-bit)
Web Browser Client
Microsoft Internet Explorer 7.0+
Google Chrome™ 10.0+
Mozilla® Firefox 3.5+
Safari 4.0+
Opera 4.0+
Mobile App Client
Apple iOS 4.3+ (iPhone, iPad)
Android 2.2+ (smartphone, tablet)
Custom Integration
Therefore™ SDK and API
Personal
Edition
Workgroup
Edition
Essentials
Edition
Enterprise
Edition
Online
Edition*
•
•
•
•
•
optional
optional
optional
optional
optional
•
optional
optional
•
•
optional
•
optional
optional
•
•
•
optional
•
optional
optional
•
•
•
optional
•
optional
optional
•
•
•
optional
optional
optional
optional
optional
optional
optional
optional
optional
•
•
•
•
•
•
•
•
optional
optional
•
•
•
•
optional
•
•
optional
•
•
optional
•
•
optional
optional
optional
optional
•
•
optional
optional
optional
optional
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
•
optional
optional
optional
optional
optional
•
•
optional
•
•
•
optional
* ThereforeTM Online will be made available to the market at a future date.
8
9. Software Solutions
ThereforeTM Online
Cloud-based solution by
subscription
A highly attractive option for many businesses, ThereforeTM
Online provides all the same robust functionality of the
ThereforeTM Enterprise Edition, including the powerful
Workflow capabilities. The key difference is where it’s
hosted—in the cloud.
Ideal for organizations that would rather not invest in their
own IT infrastructure nor endure the perpetual costs of
managing and maintaining one, ThereforeTM provides a
convenient and affordable monthly or yearly subscriptionbased solution with ThereforeTM Online.
Your organization’s documents can now be captured,
indexed, searched, and stored anywhere with an Internet
connection, allowing users to access their documents
from virtually anywhere. The only difference between using
ThereforeTM Online and the standard version is the location
of your data. Instead of storing all information on your
local network, your data is remotely stored and backed-up
in the cloud by a hosting data center.
Note: ThereforeTM Online will be made available to the market at a future date.
9