SESSIONS
Breakout sessions are role-specific, geared towards learning to better utilize PaperWise in your position.
Classes are based on four focused roles: Business Manager,
IT Administrator, Scripter/Programmer, and
End User. Because definitions of roles vary between
organization or industries, we have put together the following role descriptions.
Business Managers (MGR) make strategic decisions about how PaperWise is used while
managing those who use it; their focus is more managerial than technical.
IT Administrators (ADM), on the other hand, oversee the technical details of the PaperWise
system. Duties for this role may include creating users, administering rights,
creating file cabinets, and determining the best upgrade solutions.
Scripter (SCR) and
Programmers (PRO) have the most technical role with the capability of creating
scripts and integrations for the PaperWise system. Those attending classes in this
track should have some programming experience.
End Users (EU) are those who use PaperWise on a regular basis and would like to expand their competency in
using the system.
Although breakout sessions are organized based on intended
audience, attendees are free to pick classes based on area of need; focused roles
are merely to indicate which classes might be better suited for different positions.
Business Manager
An Automation Suite Case Study
Examine how existing PaperWise users integrate the Automation Suite into
their business processes. Through successfully executed examples we will
look at what an advanced Automation Suite user did to maximize their efforts.
Learn how workflows have streamlined interactions, producing beneficial results
that impacted their business.
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Back-End to Front-End Workflow Conversion
Many PaperWise customers start out with back-end scanning when they first implement their solution. The intent is to eventually move to a front-end workflow. Though this change results in more efficient processes, it can be difficult to get off the ground. This session will provide testimony on the obstacles, challenges, and end results from PaperWise users who have converted from a back-end to front-end workflow. Learn what to expect, how you can benefit, and what implementation methods are most effective.
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Everything Email: PaperWise Best Practices
Exchange integration, or PaperWise Mail Service, can potentially reorganize current business processes. This tool can monitor incoming email at the Exchange level while filtering it based upon user defined criteria. Selected emails can automatically be sent into, forwarded, moved, or deleted within PaperWise. Exchange integration also supports custom plug-ins which allows functionality to be tailored to your needs. In this session, learn how to configure and implement these useful functions to simplify email storage and retention.
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Gauge Your Day: Dashboard
Simplify your daily processes with Dashboard. Utilize Dashboard to monitor or prioritize daily workloads. In this session you will learn how to setup and create Dashboards. Key Dashboard features such as updated digital gauges and color scheme, new notifications for increasing values, and improved date calculations will be explored. Through examples and explanations, any PaperWise user can benefit.
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Integrate and Collaborate with CRM and SharePoint
Redefine your processes through integrating CRM and/or SharePoint with your PaperWise solution. The newly redesigned WebWise offers enhanced functionality to these popular management systems. The simple WebWise integration allows for quick access to multiple-page documents over the web without leaving CRM or SharePoint. Learn how you can use WebWise with CRM and/or SharePoint to increase productivity, manage your centralized documents, and extend integration to your customers and partners.
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Integrating WebWise with Your Corporate Website
Different businesses have different needs based on their processes. This concept makes it necessary for PaperWise to be customizable so each business can get what they need out of an application. WebWise is a configurable solution capable of integrating with your corporate website, tying it directly to your business processes. Discover how individual pieces make up this application and how each piece can be used separately. Learn how to create your own solution to meet the specific needs of your company.
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Minimizing Legal Exposure: Compliance and Security
PaperWise makes it easy to meet document retention requirements through functions that allow automatic archiving and/or purging of documents. Learn how to simplify HIPPA compliance using PaperWise index tags for applicable documents and by selectively defining user roles and responsibilities. Understand how archive jobs decrease discoverability by ensuring that qualifying documents are purged on a daily basis. Painless to create and manage, these jobs expedite daily processes while minimizing legal exposure.
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Processing Certificates of Insurance on the Web
Learn how the Automation Suite can automate a request for a certificate of insurance. Training begins with the setup of your website to function with the PaperWise Automation Suite. This session covers each step from request to delivery, as well as forms, workflows, Dashboard, and Query. Find out how PaperWise workflows can help process your certificates in a fraction of the time.
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Protection with PaperWise: Offsite Backup
PaperWise encourages partners to be proactive when it comes to protecting their data. Learn how you can prepare for the unexpected through advanced backup options. Whether you are looking to learn how to set up your own backup and disaster recovery or you are interested in participating in a third party relationship, this class is designed to show you what to look for and what your choices are.
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The Latest Feature: QuickBoard
Discover how QuickBoard helps you avoid duplicate data entry. You will explore ways you can
save time with Quickboard’s ability to screen scrape information and turn it into usable data. This in-depth session will explain how to prevent the use of extra keystrokes by dragging data into other applications, in addition to how you can set up customizable templates for added functionality from application to application.
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The Perfect Insurance Office
Maximize your PaperWise investment through implementing techniques that create the ideal insurance office. Discover how to properly set up Query to store important insurance documents. Acquire better scanning techniques as you learn how the Automation Suite provides workflow solutions for your office and your clients. Newly discovered PaperWise techniques will ensure increased customer service and value across departments throughout your organization.
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Using PaperWise to Automate Submissions to Carriers
Explore how PaperWise makes it possible for insurance providers to assemble multiple documents from Query. Through this observation, you will learn how WebWise is utilized to set up a process to conveniently bundle and securely place insurance documents online, allowing multiple carriers’ access to pertinent information at once. Protection is provided through additional security options that safeguard data from being retrieved by anyone without authority. See how easy it is to index feedback or rank.
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Utilize and Maintain Your Reporting Engine
Learn how to setup and configure the PaperWise reporting engine to enhance efficiency. The ability to check database integrity will be examined, as well as how to find missing data and to restore efficiency. Finding documents with incorrect or no index information is made simple through reporting. This session will guide you through how data is compared, found, and corrected between PaperWise and your in-house management system.
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What’s New for 6.5?
Discover how to leverage your PaperWise investment with the latest release of the Suite.
As the last planned release before 7.0, Version 6.5 will provide new features and functionality to impact your business processes. Explore the full capabilities of the newest Product Suite and learn how PaperWise can help you take control of your office documents and automate your departments.
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Workflow for Incoming Faxes
A common practice in businesses today is utilizing fax servers to capture incoming faxes. Unfortunately, some companies have not taken the next step of automating workflow processes based on those faxes. The PaperWise Automation Suite provides a means of routing faxes when they arrive, or even starting workflows upon arrival of the fax. In this session, we will look at how to automatically start workflow processes as faxes arrive.
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IT Administrator
Active Directory Integration
Investigate the Active Directory Synchronizer tool and discover how this backend process automatically updates PaperWise users and groups from information stored in your existing directory. Here you will learn how to configure the Active Directory to either poll information continually or at specific times. Gain knowledge to save time by eliminating the maintenance of two accounts through synchronization. When accounts are altered or added in your Active Directory, the information is automatically updated in PaperWise and ready to use.
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Automation Suite Best Practices
Whether you are a beginner or a pro, this session will provide you with information for designing world-class workflows. Learn how to build sound workflows and forms while avoiding common pitfalls. See how the Automation Suite can be integrated into your business processes and discover server side practices to keep your workflows running smoothly.
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Building Forms and Workflows with the Automation Suite
Investigate how to build forms that integrate with your workflows through business case examples of how workflows have helped other PaperWise users increase efficiency. Learn how easy it is to convert physical forms to electronic forms. See an immediate increase in efficiency as PaperWise experts reveal how quickly workflows are built for routing forms through electronic stages you design using the Automation Suite.
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Building Document Taxonomy
Document taxonomy is the classification of data through which files are collected by index fields that relate to each other and can be sub-grouped. During this session, discover how to classify your documents by moving to a taxonomy that will make searching and finding related documents easier. Discover how you can experience better reporting as documents are “rolled up” into whatever sublevels you choose. As a result, you will learn how to build better file cabinets and plan for organization.
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Configuring Full Text Search
Full text searching allows users to search beyond index fields by making specific text searches within a document possible. Utilize the power of Query by learning how full text search works, when to use it, and how it affects your storage space. Understand how to master wild cards and search predicates to simplify and expand your search capability.
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Everything Email: PaperWise Best Practices
Exchange integration, or PaperWise Mail Service, can potentially reorganize current business processes. This tool can monitor incoming email at the Exchange level while filtering it based upon user defined criteria. Selected emails can automatically be sent into, forwarded, moved, or deleted within PaperWise. Exchange integration also supports custom plug-ins which allows functionality to be tailored to your needs. In this session, learn how to configure and implement these useful functions to simplify email storage and retention.
Back to Agenda
Gauge Your Day: Dashboard
Simplify your daily processes with Dashboard. Utilize Dashboard to monitor or prioritize daily workloads. In this session you will learn how to setup and create Dashboards. Key Dashboard features such as updated digital gauges and color scheme, new notifications for increasing values, and improved date calculations will be explored. Through examples and explanations, any PaperWise user can benefit.
Back to Agenda
Integrate and Collaborate with CRM and SharePoint
Redefine your processes through integrating CRM and/or SharePoint with your PaperWise solution. The newly redesigned WebWise offers enhanced functionality to these popular management systems. The simple WebWise integration allows for quick access to multiple-page documents over the web without leaving CRM or SharePoint. Learn how you can use WebWise with CRM and/or SharePoint to increase productivity, manage your centralized documents, and extend integration to your customers and partners.
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Managing Your ConneXion Integration
Successfully integrating PaperWise with your agency manager does not have to be an intimidating process. This session will equip you with the tools needed to manage and preserve your ConneXion integration to keep you running efficiently. Discover what the ConneXion Integration is, the components it is made up of, and its configuration. Verify what customizations are available, which hotkeys to use, and what happens when there is an Applied upgrade. Encounter supported screens, field mapping, and DisplayWise Applied Manager during this session and acquire a guide to maintaining your integration before and after you deploy.
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Reporting Options in PaperWise
PaperWise reporting options can provide your office great efficiency. Reports provide various functions including tracking the work of individual employees, displaying updates or changes in recent documents, and following the life cycle of a document from scan date to completion. This session offers a business perspective of how to best use reports for increasing productivity. Understand how to use the report engine and maintain it for maximum reporting. During this session, you will review pre-written reports now included and ready to use.
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SQL Maintenance for Optimal Performance – Part I and II
Routine maintenance is required for your SQL Server to run properly, ensuring that your PaperWise Suite runs at peak efficiency. Several maintenance options are available. Learn how to maximize performance from your database through examining technical cleanup, log maintenance, truncating, and deleting overwhelming log files, and strategically creating indexes.
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What’s New for 6.5?
Discover how to leverage your PaperWise investment with the latest release of the Suite. As the last planned release before 7.0, Version 6.5 will provide new features and functionality to impact your business processes. Explore the full capabilities of the newest Product Suite and learn how PaperWise can help you take control of your office documents and automate your departments.
Back to Agenda
Scripter
Scripter/Programmer Overview
Learn what you can do to extend your PaperWise system through scripts, plug-ins, and programs. During this session, we will provide an overview of extendable PaperWise applications how to plug into them. Leaving this session, you should have a clear understanding of the technologies we use to extend your PaperWise system and customize it to fit your business needs.
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Automation Model
Whether you are a scripter or a programmer, you will need a good understanding of the PaperWise Automation Model in order to be successful. The PaperWise Automation Model provides you with access to much of the same functionality that we use to build your PaperWise applications. This overview of our automation model will give you the foundation that you will need in order to drive Query, ImageWise, SendTo, and other applications, through scripts, VB6 programs and components, or .NET assemblies.
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Intro to Script
The PaperWise Scripting Language is at the heart of our screen scraping and integration technology. By scripting, you can manipulate, pull information, and send information to other systems. In addition, you can manipulate and extend your PaperWise applications. Because of the simplicity of most scripting languages, scripting is often seen as being easier than writing programs and plug-ins. However, don’t be fooled by the simplicity; scripting in PaperWise is a very fast and powerful way to extend your applications. As the prerequisite for other sessions in the Scripter Track, this session will introduce you to the PaperWise Scripting Language.
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Scraping Applications
The PaperWise Scripting Language specializes in scraping other applications. In this session, you will learn how to scrape traditional terminal sessions as well as newer and more complex Windows applications. We will also teach you how to take what you have scraped from other applications and apply that information to documents stored in your PaperWise system.
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Using VBScript
Just as the PaperWise Scripting Language is very powerful and designed specifically for scraping data from other applications, there are many languages written for other reasons. VBScript, for example, is a very versatile and standardized language used to automate many administrative tasks. VBScript can be used to extend your PaperWise system as well as interface with the PaperWise Automation Model. Learn how VBScript can be used to communicate with applications like Query, ImageWise, and SendTo.
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Using the Object Model
PaperWise applications are built upon a foundation we call the Object Model. The idea
behind the Object Model is to build business logic, security, and provide access to data stored in your PaperWise system using a standard programming interface. By attending this session,
you will learn how to communicate directly with the Object Model that is used by all of your PaperWise applications.
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Event Scripting
Plug-ins are used to respond to events thrown by your PaperWise applications, as well as to replace default functionality. Traditional plug-ins are written in programming languages like VB6, VB.NET, C#, and C++. Because they are compiled into a binary format, they are not as easily changed as script files. Event scripting allows you to create VBScript files that respond to events, without using more complex programming environments. In this session, we will teach you how to build scripted plug-ins for Query, ImageWise, and SendTo.
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Scripting Internet Explorer
Web-based applications are becoming increasingly popular as they become more and more viable. As a result, we have developed a technology that plugs into Internet Explorer. Our technology allows you to integrate very tightly with existing web applications without affecting files on the web server. You can, for example, add buttons to toolbars in a web-based application without modifying your vendor’s source code. This session will teach you how to integrate your PaperWise applications with your web-based applications.
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Scripting Lab
This portion of the track provides the opportunity to take what you have learned and put it into practice with the aid of PaperWise experts. Two lab sessions are available for the Scripter track.
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Programmer
Scripter/Programmer Overview
Learn what you can do to extend your PaperWise system through scripts, plug-ins, and programs. During this session, we will provide an overview of extendable PaperWise applications how to plug into them. Leaving this session, you should have a clear understanding of the technologies we use to extend your PaperWise system and customize it to fit your business needs.
Back to Agenda
Automation Model
Whether you are a scripter or a programmer, you will need a good understanding of the PaperWise Automation Model in order to be successful. The PaperWise Automation Model provides you with access to much of the same functionality that we use to build your PaperWise applications. This overview of our automation model will give you the foundation that you will need in order to drive Query, ImageWise, SendTo, and other applications, through scripts, VB6 programs and components, or .NET assemblies.
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Automation with .NET
While we would all love to shed the shackles of the component object model, it will take some time to transition from the world of COM to the world of .NET. In the meantime, you will need to know how to communicate with the COM-based components in the PaperWise Suite. This session introduces you to the interaction between .NET and COM and how you can extend PaperWise applications using .NET’s COM interoperability layer.
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Using the Object Model
PaperWise applications are built upon a foundation that we call the Object Model. The idea behind the Object Model is to build business logic, security, and provide access to data stored in your PaperWise system using a standard programming interface. By attending this session, you will learn how to communicate directly with the Object Model that is used by all of your PaperWise applications through .NET’s COM interoperability layer.
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Writing .NET Plug-ins
Traditionally, plug-ins have been written in languages like VB6 and C++. Today, most plug-ins are written in Microsoft’s C#, a programming language built upon the .NET framework. Plug-ins can also be written in VB.NET or any other language that supports COM interop. In this session, you will learn how to create COM plug-ins for your PaperWise applications using the .NET framework and how to properly install and expose those plug-ins.
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Workflow I
Tools and features for PaperWise automation have been introduced over the last few years.
As the automation tools have increased in popularity, it is essential to consider the productivity improvements available through automation. In this session, the PaperWise automation tools such as Workflow Designer, Form Designer, and Workflow Inbox will be introduced as you are taught how to capitalize on streamlining your processes.
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Workflow II
The Workflow I session provides an overview of creating and publishing forms and business processes. With this foundation, you are now ready to move on to customizing your workflows to add new functionality and features, interface with other systems, and add more power to your workflows. Workflow II will introduce you to the power of scripted steps and compiled integrations.
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Reports
Version 6.4 added a reporting engine that delivers reports to your inbox in Query, to email,
or to a location on your network. Reports are written as plug-ins using any .NET language.
Attend this session to learn how to build custom reports and configure them to run in the PaperWise Reporting Service.
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Programming Lab
This portion of the track provides the opportunity to take what you have learned and put it into practice with the aid of PaperWise experts. Two lab sessions are available for the Programmer track.
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End User
Advanced Search Techniques for Query
Learn to find even the most elusive documents through advanced searching in Query and searchable PDF options. Complex searches can be configured to search for more than one value in a search field using “or” options. Documents can also be searched for within a designated date range. These options and more will be discussed, enabling users to find
any document.
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Document Construction: Workbench
PaperWise Workbench is a document assembly tool designed to combine documents,
add and subtract pages, and insert new information. The form-fill function of this application helps increase efficiency by enabling you to continuously insert information in a designated location on a form; this function is specifically helpful when the same form is used repeatedly for a business process. Find out how tasks can be simplified through fully utilizing the Workbench application.
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No More Post-its: Annotations, Notes, and Bookmarks
Expedite daily processes through understanding how to quickly and easily perform all of your document needs electronically. This session outlines the many features available for marking up documents, concealing sensitive information, highlighting important sections, applying notes, and utilizing stamps. Learn ways to enhance efficiency by bookmarking large documents, allowing instant access to defined sections.
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PaperWise for Accounting
Once PaperWise has been implemented to automate your primary business office processes, you may wonder where else you can leverage your investment. An area of business saturated by paper is accounting or accounts payable. Explore the possibilities for PaperWise and accounting at this session. Discover how to use existing PaperWise software to increase efficiency and make your accounting process paperless. Share best practices with other users who utilize PaperWise in their accounting departments.
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QuickBoard for Insurance
Explore how QuickBoard can save you time by assisting your daily processes using TAM. This session will show you how simple it is to extract valuable information from other applications to place into TAM. Investigate the screen scraping capabilities of QuickBoard and see how large amounts of data are lifted from almost any source and placed into TAM. This feature makes copying and pasting simple, as data fields no longer have to be extracted individually.
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The Latest Feature: QuickBoard
Discover how QuickBoard helps you avoid duplicate data entry. You will explore ways you can
save time with Quickboard’s ability to screen scrape information and turn it into usable data.
This in-depth session will explain how to prevent the use of extra keystrokes by dragging data into other applications, in addition to how you can set up customizable templates for added functionality from application to application.
Back to Agenda
Utilize and Maintain Your Reporting Engine
Learn how to setup and configure the PaperWise reporting engine to enhance efficiency.
The ability to check database integrity will be examined, as well as how to find missing data and to restore efficiency. Finding documents with incorrect or no index information is made simple through reporting. This session will guide you through how data is compared, found, and corrected between PaperWise and your in-house management system.
Back to Agenda