Welcome to Metafile Information Systems Solving document management

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Welcome to Metafile Information Systems Solving document management issues for over 30 years Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com

Questions you need to ask… • Is it a browser-based solution (preferred) or clientserver? • Is Full Text searching of documents offered? • Does the system offer document reading technology which can greatly reduce data entry? If so, how much does that add to the solution cost? • Are there acquisition options available (like Saa. S or On-Premise Subscription)?

more Questions you need to ask… • Just how much “automation” does the system have? Ask very specific questions about how much human intervention is needed to process a document through workflow. • What integration methods are available? In other words, how does the system pass data to GP? • What Dashboards and Reporting does the system come with? Ask to see them.

So… What is Meta. Viewer? • A browser based Enterprise Document Management solution - Zero “footprint” user workstations - Any browser access (IE, Safari, Firefox, Chrome, etc) • Fully integrated with Dynamics GP and Share. Point • Includes Technology no one else has

System Overview (Accounts Payable)

Full Text Indexing • Searching for any word …within any document …anywhere in the repository Reports Emails • Taken to the exact page you are looking for • Automatically capturing documents with this capability Print Spools Files & Folders Web Based Forms AP Documents

Automated Indexing • Automatic text extraction • Easy to use Vendor Profile tool • Structured or unstructured documents

Meta. Viewer Workflow • Meta. Viewer workflows for PO invoices – Automated validation – Route to Buyers for discrepancies – Reconciliation view • Meta. Viewer workflows for non PO’s – GL coding – auto distribution – GL coding – approver assist – Approval limits and escalation • Upload Data to Dynamics GP – No duplicate data entry – Matching • Graphical management views

Standard Email Notifications • • • Links to documents or workflow steps Attach documents Alert multiple people If a time threshold passes without action send an email to another person Notify vendors or customers Includes variable data in the body of email

Enhanced Email Notifications and Approval • Allows recipient to Approve, Reject or have the invoice Re-Assigned directly from the email notification • Includes variable data in the body of the email • Built in security prevents invoice status change if the email notification has been forwarded

Dynamics Integration

Visualizations

Visualizations

Meta. Viewer Reporting • • • Performance metrics Department productivity Approver responsiveness Vendor performance Manage your department Justifies ROI

Vendor. View • Vendor self service • Invoice status • Invoice upload / posting

Meta. Viewer AP Automation with OCR under $30 k in 30 days System Details • Full integration to Dynamics GP • Invoice Accelerator included – Up to 750 invoices per month • Workflow – Non PO workflow – PO workflow • Standard email notifications • Standard Visualizations (dashboards) • Up to 30 users Additional • Enhanced email notifications • Vendor. View portal • Receiving functionality • SSRS Reports

Thank You! Bob Hawley (800) 638 -2445 x 140 rsh@metafile. com info@metafile. com