User Manual

The only document-management soware system you’ll ever need.
Scan. Store. Retrieve.
Integrate. Manage.
INTACT is a powerful, easy-to-use docu-
ment management solution that turns MFPs
and scanners into a center of productivity
for any business. INTACT combines all the
applications needed for effective document
management; scanning soware, barcode
printing, auditing capabilities, database
management, copier integration, version
control, inter-application connectivity and a
feature list that goes on!
Electronic files work just like paper files,
only beer, giving your company the ability
to do multiple versions, approvals and doc-
ument mark-ups without jeopardizing your
images. INTACT works in an office, depart-
ment or across multiple locations, giving
approved users the ability to access docu-
ments from any connected computer or
office while providing security prohibiting
un-approved access and protection against
system failures or power outages.
INTACT is supported by a nation-wide
network of knowledgeable partners backed
by InfoDynamics. Friendly and timely help
is just a phone call or email away. You will
have a sense of assurance knowing a cour-
teous professional can look at your com-
puter and diagnose your issue regardless of
where you are.
The fastest, most fully-integrated
document-managing system on
the market.
• Store millions of documents safely with
instant access.
• Robust search engine that allows users a
variety of ways to find a document.
• Built in OCR (Optical Character Recognition)
for content searching and automatic indexing.
• Role-based permissions tailor the users
experience to ensure the correct access
to folders and appropriate functionality on
the documents.
• Review and approve documents from your
mobile device.
• Built in audit trail to see all actions completed
on documents stored within INTACT.
• Keep multiple versions on the same docu-
ment in one location to allow for easy
management.
• Complete office integration. Added index
documents automatically named and filed.
• Portfolio Management allows users to index
documents once and file a group of docu-
ments for any scenario by creating labels,
coversheets or scan tickets automatically.
• Create bar-coded coversheets or labels.
Allows for scanning to be done all at one
time and the documents to be correctly filed.
• Create rules to route documents to the
proper storage location with the correct
indexes and title.
• Automatically create the proper expiration
date for every document type for each
document entering the system.
• Documents can constantly be updated
with searchable notes, annotations, redac-
tions of private information and stamps
added at any point of time to help with
document specific communication.
• Create hot folders that INTACT will monitor
to allow users to quickly scan while choosing
to index the documents at a later time.
• And many more productivity enhancing
features.
SMART Features are available
that allow seamless soware
integrations with most popular
business applications.
• Book Smart – Allows users to have all of
the functionality of INTACT and be able
to easily associate and access supporting
documents while in your accounting or ERP
system. Eliminates duplicate data entry.
• Link Smart – Permits users to quickly and
easily associate and access documents
with a line-of-business soware system
with a quick search or drag and search.
• Web Smart – Access, add and even approve
in real time documents in INTACT anywhere
an internet connection is available.
• Work Smart – Create workflow processes
to be fully automated for multiple func-
tions and users from beginning to end.
• Buy Smart – Provides a purchasing
framework for creating requisitions, EDI
interfaces with vendors and full routing
and approval for a comprehensive pur-
chase management system.
InfoDynamics, Inc.
9449 Priority Way West Drive, Suite 240
Indianapolis, Indiana 46240
888-446-8228
For more information, visit:
www.infodynamics.com
www.workfasterthanyouthink.com
INTACT is a feature-rich document management soware system able to keep
millions of electronic and scanned documents safe and secure—complete
with security, workflow processes and application/device integrations.