Web Content Viewer (JSR 286)
     

Therefore Information Management Software

Therefore™ information management software is a scalable solution designed to securely store, manage and process all types of business information.

Information Management and Workflow
Higher Productivity
Higher Productivity
Lower document-related operating costs, real-time and secure web access to company information.
  Easy to Use
Easy to Use
No wasting time looking for documents. Just fast, efficient information flow that gives you a productive business edge.
  Secure Access
Secure Access
No more missing information. Rest easy knowing your information is securely stored and only accessible to authorized personnel.
 

 

How can Therefore help you?

 
Accounts Payable Accounts Payable
Monthly Invoices
Export invoices directly from ERP system and email directly to customers; get alerts for unpaid invoices.
  Distribution Distribution
Order Tracking
Track everything from the customer order, to the invoice, payment and receipt.
  Education Education
Student Tracking
Track grades, late notices, and create reports. You can also set up a parent portal to view student documents.
               
Government Government
Arrest Records
Securely search, retrieve and file arrest records for each city police case.
  Healthcare Healthcare
Healthcare Records
Secure healthcare files and records for patients with Therefore™ integration.
  Human Resources Human Resources
Onboarding Employees
Streamline the onboarding process and file set up for each employee.
               
Insurance Insurance
Claims
File, store and streamline the claim process for clients, agents and customers.
  Legal Legal
Client Intake
Create a checklist, with process workflow for new clients. The case will link to all matters related to the client going forward.
  Manufacturing Manufacturing
Warranties
Track customer warranties and set up customer auto alerts for the expiration date.
               
 

Therefore™ is about streamlining your business, so you can focus on the big picture and not the day-to-day stumbling blocks.
 

Features

Archiving
Securely storing business documents is vital to any company.
  Analytics
Retrieve reports in real-time to improve business processes. Capture – Capture and organize information, free of paper.
  Integration
Therefore™ easily integrates with many other software solutions.
         
File Management
Compile documents together without any extra effort.
  Collaboration
Collaborate on documents with ease and enhanced tracking features.
  Email
Emails can not only be saved, but can help automate business processes.
         
E-signatures
Manage legally binding, document signing processes online.
  Integration
Therefore™ easily integrates with many other software solutions.
  Mobility
Employees can access all their information whenever they need it, without compromising security.
         
Portal
Allow unlimited read-only access to external users.
  Workflow
Save time and streamline your business processes with a digital workflow.
  MS Office Integration
Therefore™ can integrate directly into MS Office applications, it doesn’t get more user-friendly than that!
         
Forms
This feature allows for increased flexibility and an intuitive way of getting more information into Therefore™.
  Search
Simplify file searching with advanced search options, including full-text, and metadata tools.
  Drag and Drop
Getting files into Therefore™ is as simple as drag and drop.
         

Specifications

Configuration

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
 

 

 

 

 

  Six Present Folders, 20 Preset Categories, Preset Index Fields

Server/Database/Storage

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Windows® Server 32/64-bit*

Server infrasture provided as part of service Server infrasture provided as part of service
Support for Multiple Servers
   

 

Microsoft® SQL Server*

Oracle      

IBM® DB2®*
 

 

 

DAS, NAS, San and local RAID, NetApp® SnapLock  

 

Therefore™ Clients

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Navigator, Viewer, and Case Manager*

Web Access (Web Navigator and Viewer)*

 

Gadget (Web and Installed)*

Mobile App (Tablet, Phone)*

 

Therefore™ Portal (Unlimited Read Only External Access)  

 

 

Optional Optional Optional
 

Productivity Tools

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Business Analytics

Therefore™ Workflow

 

 

GUI Drag and Drop Workflow Designer

 

 

Therefore™ Tasks

 

 

Security and Permissions

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Windows® Local Users and Groups

 

 

Active Directory®

 

 

Therefore™ Internal Users

LDAP/ SAMBA Support

 

 

 

 

Documentation Administration

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Information Lifecycle Management

Audit Trail

 

Capture Integration

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Therefore™ Capture Client (Barcode/OCR)

 Optional
 Optional
 Optional
Therefore™ MFP Application
 Optional
 Optional
 Optional
 Optional
 Optional
 Optional
Kofax® Capture® and VRS
   Optional  Optional  Optional  Optional  Optional
eCopy® ShareScan®
   Optional  Optional  Optional  Optional  Optional
Support for ISIS, TWAIN and Kofax® drivers

Scan Formats TIFF, PDF, PDF/A

 

Electronic Document Import

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Therefore™ PDF Printer

Therefore™ Document Loader

Therefore™ Content Connector   Optional Optional Optional Optional Optional
 

E-mail Archiving

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Microsoft® Outlook

Mailbox Monitoring
 
Optional
Optional
Optional
Optional
Optional
Microsoft® Exchange Server
     
Optional
   
IBM® Lotus Notes
     
Optional
   
 

Additional 3rd Party Integration

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Integration with External Databases

Microsoft® Office

Microsoft® Windows® Explorer

3rd Party Applications Using Therefore™ Universal Connector    Optional  Optional
Optional
Optional
 Optional
Microsoft® Dynamics NAV      
Optional
 
 
Microsoft® SharePoint®      
Optional
 
 
SAP NetWeaver®
 
 
 
Optional
 
 
eCopy® PDF Pro Office

Custom integration using Therefore™ API Optional as part of the Therefore SDK purchased with a Therefore™ Developer Edition
 

Plug-Ins from 3rd Party Providers

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Objectif Lune® PlanetPress  Optional
 Optional
 Optional
 Optional
 Optional
 Optional
uniFLOW Capture
 Optional
 Optional
 Optional
 Optional
 Optional
 Optional
All Document Capture Solutions by I.R.I.S.  Optional
 Optional
 Optional
 Optional
 Optional
 Optional
 

User Licenses

 

Personal Edition One User

Workgroup Edition Unlimited Users

Essentials Edition Unlimited Users

Enterprise Edition Unlimited Users
Therefore™ Online Unlimited Users
Therefore™ Online SMB
Named  
 Optional
 Optional
 Optional
 Optional
 Optional
Concurrent

 Optional  Optional  Optional  Optional  Optional
Read Only  
 
 
 Optional
 Optional
 Optional
 
*Contact your local Canon Solutions America office for details

Videos

 

Customer Testimonial Videos

 

Weastec Testimonial

     
 

COMOSO Testimonial

     

Features and Applications Videos

Therefore™ Electronic Signature

 

Therefore™ Form Technology Feature

Therefore™ Offers PDF/A-3 Technology

 

Therefore™ Makes Your Data Come Alive with Power Bi Technology

     

Therefore Introduction

 

Business Analytics

     

Full Text Search

 

Integrations

     

Mobile App

 

Portal - Securely Access Documents

     

Process Information

   
     

Vertical Market Videos

Insurance

 

Legal

     

Banking

   
     
     

White Paper

What is Document Management?

Document management is a program or set of programs used to track and store electronic documents. It typically has version control and audit capabilities. Other features include capture, collaborative creation tools, search capabilities, security, workflow, and routing capabilities. Document management solutions range in size and complexity from small, standalone systems to complex enterprise-wide deployments.

Document management has some overlap with content management systems. It can be a component of enterprise content management (ECM) systems and related to digital asset management (DAM) and records management systems. An important component of most DM solutions is converting hard copy to digital. This is often done using a multidfunctional peripheral (MFP) that can scan, print, and play a role in automating workflows.

Read Full White Paper

 

Case Study

How Therefore™ Boosts the Efficiency of Canon Solutions America's Human Resources Department

As a national company with hundreds of locations across the country, Canon Solutions America has nearly 6,000 employees, each having his or her own set of files and records for the Human Resources department to manage. The Melville, NY headquarters had dedicated areas for all the paper files that needed to be stored. As such, finding a specific document could be very time consuming.

Human Resources associates would typically search through several filing cabinets for multiple files after receiving requests for documents. These files had to be scanned one by one, creating several PDF documents in the process. In addition to simple file maintenance, an ongoing need to identify files that could be sent to storage and those that needed to be extracted from storage would add significant time to the associates’ workload due to the manual process, as well as incurring significant costs to the company.

Read Full Case Study

 

Therefore Information Management Infographic

  Document Management Infographic