About Westbrook Technologies

Westbrook Technologies, based in Branford, Connecticut, is an innovative software company that has been developing document management products since 1991. With nearly 14,000 customers worldwide, its Fortis and Web-based FortisBlue software give users the control, speed and power to make a difference for their companies every day. These products provide lifecycle management for paper and electronic documents, along with delivering fully searchable documents and images, automated workow, electronic business forms, and integration with business software. The end result is productivity to the extreme because users can nd what they need fast, work from anywhere at any time, and break through organizational barriers and bottlenecks.

Core Features
Electronic Business Forms
- Create, deploy and archive Web-based forms - Eliminate paper for cost-saving Go Green initiatives - Reduce ling and data entry costs

Flexible Capture
- Scan directly into FortisBlue - Bulk Import - Integrate with advanced capture tools and other business software

Workow
- Automate notications and escalations
Westbrook Technologies, Inc. 22 Summit Place, Branford, CT 06405 U.S.A. Tel: +1 203 483 6666 Fax: +1 203 483 3350
THIS DOCUMENT IS PROVIDED TO YOU FOR INFORMATIONAL PURPOSES ONLY. The information furnished in this document, believed by Westbrook Technologies, Inc. to be accurate as of the date of this publication, is subject to change without notice. Westbrook assumes no responsibility for any errors or omissions in this document and shall have no obligation to you as a result of having this document available to you or based upon the information it contains. The Westbrook logo is a registered trademark of Westbrook Technologies, Inc. Westbrook, Fortis and FortisBlue are trademarks of Westbrook Technologies, Inc. All other products and services are the registered trademarks of their respective holders.

- Enforce retention schedules for records management - No programming required to set up workow processes

Copyright 1997-2011, Westbrook Technologies, Inc. All Rights Reserved.

We all do it. We save papers sometimes in neat stacks on our desk, sometimes in nicely alphabetized folders, and sometimes not in any kind of order at all. We do the same with digitized documents, data and images. We create folders on our computers and le documents of all kinds from strategic plans and budget spreadsheets to meeting notes and purchase order requests. The trick is nding a particular document or piece of information when we need it for reference, to kick off a business process, for collaboration or to respond to a customer inquiry. We want technology to help us create and maintain a sense of order, but we end up spending too much time trying to organize and retrieve the information we need. There is a better, more productive and cost-saving line of attack to meet this challenge. FortisBlue content management software from Westbrook lets you manage paper, electronic documents and data to make a difference in how you work and what you can deliver for your company.

FortisBlue Simple, Productive, Flexible, Secure, Efcient

Access from Internet Browser
- No need to install on every workstation - Access from home, work or on the road - Save IT resources

Security By Design
- Security policies can be applied cumulatively at the system, database and document levels for precise control of who can view, print, move, change and take other actions on documents and data elds - Secure Sockets layer (SSL) for transmitting condential data over the Internet - Integrates with LDAP Directory

Powerful Search
- Full text or metadata search across FortisBlue databases - Reduce time searching for information

Flexible Batch Import

- Select and upload multiple les with Import Wizard - Scan documents from Multifunction Devices - Drag-and-drop les from your desktop - Import on-the-y or on a schedule

Audit Log
- Highly congurable; you choose the user, administrative and system activities to track - Comply with state, federal and industry regulations

Unicode Compliant
- Support for additional languages out-of-the-box - Adaptable for international use

Automated Data Entry

Choose FortisBlue for Simplicity, Productivity, Flexibility, Security, Efciency

FortisBlue offers the most essential content management features in an agile, easy-to-integrate software product that users access from their Web browser. Use FortisBlue to capture, store, retrieve and secure documents, images and data. With built-in electronic forms and workow as part of the core product, you have all the tools you need to make your work life easier. For added efciency, users can import these documents on-the-y or schedule batch import tasks to run daily, weekly or monthly. With FortisBlue connectors for MFD users can capture documents with a Send to FortisBlue button on the touch panel to import them into FortisBlue. In addition, you can drag-and-drop les directly into the FortisBlue browser window from your desktop. Or import documents using a comma delimited data (CSV) le, a standard le format that contains descriptive information and the le storage location.

- Index documents with OCR capture templates - Point-and-shoot keyless data entry - Bulk index with a one-step process for indexing and archiving documents

Bring information into the system

An import wizard makes it easy to bring multiple documents into FortisBlue. Users can also import multiple les from a network folder providing integration with any multifunction device (MFD) to enable batch scanning.

also lets you establish a complex security scheme for both Folders and Documents allowing users to protect their documents from unauthorized viewers and to lock down individual folders. FortisBlue is certied to run using Secure Socket Layer (SSL), a technology that encrypts data and establishes a secure session link between the FortisBlue Web server and a Web browser. The FortisBlue installer is set up to simplify conguring an SSL connection.

or location. It also minimizes the time it takes to render complex documents to the viewer because the processing takes place on the server side, not on the workstation. Software updates can be made quickly without disrupting end users.

Index content for easy retrieval

FortisBlue users can index content in several ways by manually typing in the value, by using an OCR capture template, point-and-shoot indexing, or the bulk index option. A capture template looks at text or barcodes in each designated region and populates index elds with the selected values. Its easy to create a capture template for any type of document with a xed format. Point-and-shoot indexing also makes the task go faster. Simply click the point-and-shoot icon, then highlight the rst word or group of words you want to index. The point-and-shoot tool populates the elds in order, starting from the eld you choose. Bulk indexing saves time when importing documents, especially those that have several index elds in common. Using bulk indexing, you can work quickly without removing your hands from the keyboard.

Flexible architecture
FortisBlue supports Micrsoft SQL Server 2005 and 2008 Enterprise, Standard and Express; and Microsoft Server 2003, 2008 and 2008 R2. FortisBlue is based on Windows Communication Foundation Web Services and naturally lends itself to communicating over the Internet or intranet networks. It offers a true Service Oriented Architecture, an open system that enables easy integration from simple, single Web Service requests to complex business process automation and backend systems integrations. FortisBlue delivers ongoing value by providing powerful processing capabilities via a browser regardless of platform

FortisBlue ImageIt connects core business applications with FortisBlue content management software so users can access supporting documents without leaving the business application or searching through paper les. For example, to conrm receipt of goods, a user working in an accounting application can, with one key stroke, enter a purchase order number to retrieve a corresponding invoice, packing slip, shipping form and delivery conrmation from FortisBlue without leaving the accounting application.

Speed data entry with point-and-shoot indexing

Find information when you need it

You can search in multiple folders or InBoxs to nd a document. With the FortisBlue Query Designer, you can create and save searches you do all the time. The Query Designer includes pick lists, calendars and date logic. Date logic enables you to set up searches relative to todays date in any increment of years, months, days, hours, minutes or seconds. You can search for all contracts that will come due in the next 30 days or all orders that were placed in the last 20 minutes. You can also use date logic to enforce retention schedules; for example, to delete all paid invoices that are more than seven years old. In addition, use the Find command to search on one or many index elds. Use your search on-the-y or save the searches you create with Find to use again. FortisBlue also has full text search capabilities.

What is Content Management

Content management is the control of an organizations documents and data and their lifecycle. It encompasses the capture of documents (either as scanned images or electronic documents); a repository (which manages security, versioning, access and change control, indexing, retrieval and auditing); electronic business forms that bring data into the system; workow for document routing and approval; integration with other business software; and other automation and content delivery (through views rendered as PDFs, emailed, as publications or presented on the Web).

Search for invoices less than 7 years old Dene elds to be displayed in results

The Query Designer includes pick lists, calendars and date logic

Track document versions

Each document in FortisBlue is automatically assigned a version number. With automatic versioning, you can track changes, who made them, and when they were made. It is easy to access the original document when necessary. With permission, you can set any document as the master version. Access to version history is controlled by the documents security policy. If redacted information is condential, only authorized users will be able to view the original document. A Check Out/Check In feature gives a user exclusive rights to edit a document until they check it back in.

progresses. For example, a clerk may need permission to change an amount before submitting an invoice for approval. Once the invoice is approved, the security policy can be changed automatically to revoke permission to change the amount on the approved invoice. Date logic lets you remove documents from the system that are older than a specied date. With this feature you can enforce retention schedules by automating document deletion. These FortisBlue capabilities support records management and compliance initiatives that affect all organizations. Plus its easy to set up reminders and escalation emails.

Automate workow
FortisBlue workow automates routing, tracking and managing any number of business processes. The built-in workow module takes a menu-driven approach to create rules and schedule processes. The straightforward interface makes it simple to review each step, and then test the process youve built. Authorized users can design a workow process where security on the document changes as the workow

Create electronic business forms

Because business today demands exible, electronic forms for maximum productivity, Westbrook includes a built-in forms module with FortisBlue. Use FortisBlue FormIt for surveys, student registration, permit applications and patient history just about any form you can think of and FortisBlue can help you make it.

A form can be sent directly into FortisBlue, indexed and made part of a workow

Life Cycle of an Invoice

Workow process for invoices of less than $1,000
FortisBlue automatically searches for To BE Paid invoices for a specic department Invoices are routed to that department manager for approval AND Manager is notied via email that invoices are awaiting approval If approved invoice is for less than $1,000 it is moved to a folder in the accounting department to be paid

Invoice is received and scanned or imported into the FortisBlue Inbox, Status is set To Be Paid

Invoice is approved or denied by department manager

Approved invoices are paid and a copy is archived into FortisBlue

Archive submitted forms in FortisBlue as a PDF or Word document for easy retrieval. The information collected on the form automatically indexes what is now a FortisBlue document which you can easily use in the future. In addition, the form data can be shared with line-of-business applications for added productivity. Imagine eliminating all of your paper form ling and data entry, and being able to retrieve forms instantly at your ngertips.

purchase order, check, delivery ticket all documents use the same eld conguration and eld name.

Audit system activity

The FortisBlue Audit Log tracks both user activity on documents and administrative activity on database objects. Administrators can determine who printed or modied a document, as well as who moved or deleted it. The auditing system records conguration changes allowing for complete visibility into the operation of the system.

Give administrators more control

Purging Paid Invoices after 7 Years
With FortisBlues browser-based architecture, an administrator can work from any computer. You install FortisBlue once on a server, and view it via the Web. Daily tasks are a breeze with drag-and-drop conguration. Administrators build a library of reusable objects including document types, type elds, eld groups, format masks and pick lists. Employing reusable objects saves time and promotes standardization. For example, if an invoice number is used in several different document types

Safeguard content
FortisBlue security works with existing Windows users and groups, or with self-contained FortisBlue users and groups. FortisBlue detects any change to, or addition of network users. Administrators can apply security policies to each document type and can congure these policies as necessary for each database. Also, they can control feature access at the system level by using assigned roles depending on organizational requirements. FortisBlue

FortisBlue automatically searches for paid invoices that are more than seven years old

FortisBlue deletes these invoices

FortisBlue Audit Log records the deletions