Criteria First Newsletter
2008-09
with focus on Xerox DocuShare

Criteria First's focus is on providing document management solutions, often with data capture front-ends to extract information from documents that is saved as metadata to facilitate categorization and improved search and retrieval. This captured data can also be used to automate the filing process by use of template-based software to upload documents with metadata and archival dates set while creating any new required collections in the process. The same data can be fed into database tables to support systems relating to ERP and CRM support. Additional tools have been developed for manually tagging documents and auto-filing them. Other areas of expertise include batch OCR and conversion of documents and integration with new and existing systems as well as print solutions where hardcopy is generated along with email, fax, or PDF archival.

Xerox now sells Read-Only CALs which are very inexpensive for large groups of users that need secure access to specific content not accommodated by guest accounts with broad permissions. 100 Read-Only CALs is just $4500. It's great for enabling report distribution for focused users and groups. You can redirect print to PDFs that are automatically filed in their personal collection or workspace that others can't find and access.

Xerox now allows VARs like Criteria First to sell DocuShare sites to start with only 50 CALs for DocuShare CPX rather than 100 as before. This provides advanced process management in addition to the document management capability you already have. Keep that in mind if workflow, auditing, or process control issues arise at some point.

If you'll recall, Xerox sent out a DocuShare Security Advisory - XSS Patch Available which pertains to the possibility that someone can hack into the code that generates the bread-crumb trail that indicates where the user is as they navigate collections as well as being a navigation tool in itself. If your DocuShare server is exposed to the Internet, this would be something to consider. If not, there's not much chance this could be an issue for you.

DocuShare Archive Assistant
We're releasing a new tool to assist customers in updating their expiration_date properties so that they can implement an archive server without much effort. Few customers actually set a date for that property when they're filing their documents. This will sweep through a collection and subcollections to set the expiration date based on the creation date property. We're also including the ability to apply a date to a property to indicate when you should delete the content. You can create your own property, such as deletion_date, and sweep through your content to apply such. Documentation has been posted on our DocuShare site, so have a look at it to understand it's full functionality. Feedback is welcome.

12 DM Considerations by Jay Ganesh
There was a well-written article by an old friend of mine in Xerox' DocuShare Business Unit that appeared in the June issue AIIM's magazine, AIIM E-Docs (now called Infonomics). You may want to have a look at this. It's very reassuring that you're using a great collaborative document management system when you're using DocuShare 6.
12 DM Considerations
"Before you can effectively roll out document management, you must analyze your business from the inside-out."
http://www.aiim.org/ResourceCenter/Archive/Article.aspx?ID=34794

Buyer’s Lab has awarded Xerox DocuShare with the Outstanding Enterprise Content Management Solution in the document management category as part of their Spring 2008 picks.
Xerox and Ricoh Awarded BLI “picks” for Document Management Solutions
http://www.buyerslab.com/news/viewarticle.asp?article=42836

New Scanning Capabilities
Scan-to-Collection for DocuShare Users
Many of you have asked and it is finally here. Now all CPX and DocuShare users can use DataGlyph cover sheets to scan to any collections they have access to. Previously, DocuShare users could only scan to their personal collection. In response to the needs of our customers and requests from the sales team, this new capability has been added in the latest release of version 6.

Coming Soon - Enhanced EIP Integration
DocuShare will soon have EIP integration directly with Xerox multifunctional devices without installing any additional software! Your customers will be able to browse the DocuShare folder structure to find and print a document or scan directly into the collection of your choice. Either way, your copier or MFD will soon get a lot smarter.

DocuShare User Group
Want to hear how other users are making the most of DocuShare? Join a DocuShare User Group and swap experiences.
https://docushare.xerox.com/doug

Let us know if there are any other capabilities you'd like to use with your DocuShare implementation. I'm pleased to have you as a customer and want to make sure you're getting the most from your investment in these leading software solutions that we sell and support.

If you'd like to learn more about data capture and document OCR and conversion, click over to this month's newsletter featuring ABBYY information and updates.  http://www.criteriafirst.com/newsletters/cfnewsletter200809a.htm

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