About KnowledgeTree, a cloud-based document management solution for businesses.

1. Document Management Made Simple

2. The big problem.
60%
of companies are faced with
document chaos
AIIM State of ECM Industry Research, 2010

3. The other big problems.
Why is it so expensive to gain control
of my documents?
Why are document management
applications so hard to use?
Why can’t I get my documents when and
where I need them?

4. What is KnowledgeTree?
KnowledgeTree makes document management simple
Organized Global access Secure vault
documents
Team Lifecycle
collaboration management

5. Where are my documents?
Central online vault for
document storage:
• Drag & drop into vault
• Store any file type
• Preview and edit
documents online
• Access documents
from anywhere

6. How do I find my documents?
• Search document
contents and
properties
• Search within:
Microsoft Office,
OpenOffice.org, PDF,
Text, etc.

7. Can I customize descriptions?
• Add descriptive tags
• Create custom fields
• Property fields may
be text, dates, rich-
text, or pick lists
• All custom properties
are searchable

8. How do I find what I need?
• Find what you need
with enhanced
previews
• Navigate quickly with
recent folders

9. How do I save time?
• Edit descriptions in
context
• Share easily from the
document page
• Launch workflows and
alerts in one spot

10. How do I find documents on the go?
• Search & find documents
on your mobile device
• View documents
anywhere
• Store documents securely
on your device

11. How do I manage documents on the go?
• Upload documents to your
online vault
• Notify team members
about latest updates
• Share documents from
anywhere

12. How do I access the latest version?
• Always have latest
versions on desktop
• Synchronized two-ways to
keep colleagues current
• Work offline, or on the go
• Complements
KnowledgeTree for Office

13. How do I track versions?
• Retain and track all
versions
• Access previous
versions
• Lock documents
• Get notified in
Microsoft Office
when opening an
outdated version

14. How do I get alerted?
• Set alerts on a
single document
or class of
documents
• Trigger date can
be a fixed or
relative

15. Can I manage lifecycles?
• Define document
routing workflows
• Move documents
through the steps of
a workflow
• Report on which
documents are in a
workflow

16. Can I use scanned or faxed documents?
• Scan or fax directly
to your vault
• Integrate with
imaging software
from Kofax or
Capsys

17. How do I secure my documents?
• Secure data in transit via SSL
• Stay protected with SAS70 Type II
secure datacenters
• Simplify user control via LDAP, AD
& single sign-on
• Audit / report on document history
• Protect your assets with disaster
recovery and offline backup

18. How do I control access?
• Select document
permissions
• Create groups that reflect
your organization’s
structure
• Allocate users to groups
• Allow specific groups
access to folders and
documents

19. How do I share documents?
• Share documents
and folders with
coworkers and
external parties
• Recipients receive
email notifications
• Control whether
sharing is read-
only or read-write

20. How do I access from Microsoft Office?
• Access and edit documents
from within Microsoft Office
and Outlook
• Co-author documents with
coworkers
• Get notifications when new
versions are available,
merge with existing content
• Add emails or their
attachments to the vault

21. How is KnowledgeTree different?
• Easily and securely share documents
• Tools that support document lifecycles
• Continue using Microsoft Office tools
• Documents are available anywhere, anytime
• Download offline backups of your documents
• Integrate with Active Directory / LDAP / Single sign-on
• Cloud solution is always current -- no upgrades needed
• Many plans provide for unlimited users

22. New Value in KT v.2
Control Simplified Access Anywhere Always Current
Manage documents View and manage Access documents
with in context tools documents on the go on your computer

23. Who is using KnowledgeTree?
Select Customers

24. Secure vault Global access Organized
documents
Team Lifecycle
collaboration management

25. Document Management Made Simple