Transcript Dia 1 - Epona

DMS4Legal
V 1.8
Objectives DMS4Legal
Create a solution for firms that want to use a Microsoft SharePoint
DMS.
It must be easy to use and easy to maintain
Integration: Users want to work with Microsoft Office
( Word, Excel, Powerpoint )
Integration: Users want to work with Microsoft Outlook
The solution needs to deliver some kind of e-mail management
functionality
The solution will be facing competitors like Autonomy iManage and
OpenText DM
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Office integration
Easy browsing through (Subscribed) active Matters to
Open or Save documents
Easy searching for documents based on meta data or
Full text content
Support of Versioning
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Office integration
Search for Matters
or Documents
Open Documents
from inside Office
Applications
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Subscribe to Matter
Users can subscribe to matters
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Advanced Search
Advanced Search inside the Open/Save As dialog screen
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Versioning
Save document as a new version
( Minor or Major)
Replace original or save as a complete
new document to another location
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Outlook integration
Full blown MAPI integration, certified by Microsoft
Users can access all Matter related data in an easy way
E-mail management with Auto-filing of e-mails
Work Matter Centric
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Outlook integration
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Outlook integration
Easy Subscribe to
Matters in Outlook
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Subscribe to Users
See the matters of
the subscribed user
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E-mail Management
Objective:
Reduce the time needed to save matter related e-mails
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E-mail Management
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Email Tagging
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Email Management: Auto filing
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Attach DMS files or links
Attach a DMS
document or link to a
DMS document
Save an attachment as New
version or as another document
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(SharePoint) Permissions
Change permissions on Matter / Document folder
or Document
Modify permissions to create a private
document inside a public Matter file
Change permissions on a document
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Permissions
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Support for meta data store
DMS4Legal supports the use of the new
SharePoint 2010 Meta Data Taxonomy Store
Office support
Outlook Support
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Browser
Working with the SharePoint Browser environment
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Subscription in browser
Subscribed Matters and users
See matters of subscribed users
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See all available Matters
DMS in browser: Client page
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DMS in Browser : Matter page
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DMS in browser : Docs
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Treeview in SharePoint
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